Counterpoint: Honor is taking Huawei's spot in China in Q1 2022

28 April 2022
Honor posted massive growth compared to last year, Apple grew too and is now breathing down the neck of Oppo.

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  • 04 May 2022

Huawei is more than a phone seller. it is the close to a research institut mixed with industrial units. It is something different. They are one of the most important patent applicant in the world
Us targeted Hisilicon specifically.
Honor sells its smartphone with non hisilicon chips, mostly qualcomm, so no problem for us.
Huawei remains strong and are working on many fields, including chip packaging

    Nick Tegrataker, 02 May 2022Chinese Ban is about making sure that the foreign entities ... moreThe impact that USA made to Huawei, hurts them which I won't deny. However, it was a fair and agreeable action, based on the points I raised earlier. And remember this is merely one company that was affected. If USA took this action for the "Top 100" Chinese corporations, then you would be right and it would be a pretty equal squabble between the two.

    You are completely under-estimating the impact that China's regulations have on the entire worldwide industry, it is not just USA. If you read some history, you would realise that many of the same choices that China takes today (unfair laws, IP-theft, blocking competitors, etc etc), were the exact same choices USA did in the 1800-1900 period against the Established European companies of their time. It was not-fair then, and it is not-fair now. However, USA has reformed their laws, industries, and companies after The Great Depression. It is best for China to follow, and let their government release some of its strangling power, and start opening up their marketplace for fair competition internationally.

    With that all-said, I have utmost respect to the PEOPLE in China and USA. They are some of the hardest-working, friendliest, and generous people around. I don't have any favouritism here. What I am criticising is differences in their SYSTEMS which are unfortunately not controlled by the people, they are controlled by the 1% Elites (rich and powerful).

      Nick Tegrataker, 02 May 2022Chinese Ban is about making sure that the foreign entities ... moreIn the demographics I spoke about, there are some differences. Hardware goods are usually Made in China, as they're lower cost which is important (but not always). Yet software and services are usually USA Backed because they're more popular (but not always).

      The reason why certain Chinese Hardware Goods have a poor marketshare is because they are in-deed low-quality, and they have a reputation as low quality. As far as services involved, the Chinese-centric ecosystems alienate these people and lose by default. Usually it is USA Backed companies who dominate there, but in the cases where they do not, it is because a superior Local-Made alternative is available.

      Xiaomi has a big ecosystem, so that is hard to compare against.
      A better comparison would be Samsung phones against BBK (OnePlus, Oppo, Vivo, Realme). And what you find is people in China buy a phone depending on: price, value, brand perception, local marketing, and nationalism/pride. It is hard/impossible for Samsung to compete there when it comes to Nationalism, Local price, and Value. So their only avenue is the Brand Perception and this has been slowly eroding away since early 2017. Brand Perception is a booming industry in China, as the luxury brands like Luis Vuitton have made huge gains in China in the 15 years. Apple is frankly untouchable in this regard due to iOS and the Apple Ecosystem. Whilst, I think Samsung is well-aware about what is required in the Chinese Market, but they are unable to compete on equal footing.

        Kangal, 01 May 2022You're right about that. USA involvement in the banni... moreChinese Ban is about making sure that the foreign entities follow the regulation inside China, and usually doesn't stop other companies (including those in their own county) from having a financial relationship with the banned company. US Ban not only kicks a company out of the US but also disturbs its operation in all countries over which the US has a technological influence, and punishes whoever has got involved in business with it, with a very slim chance of any sort of objections getting accepted. While I agree that both countries use their powers to gain what they want, the way they influence the targeted & related entities substantially differ from each other, and I don't think what the US does is any more "fair and agreeable" when you factor in the overall consequence.

        "In those demographics there is competition between both USA and Chinese companies, and more often than not, the services that end up dominating are the USA-based ones"

        Isn't it because US companies tend to better tailor their products to the needs of those target audiences? The same reason why Samsung does so poorly in Chinese smartphone markets - they advertise their own products quite poorly, they simply don't put enough effort to know what people in China actually want, and compete with Xiaomi and BBK in that regard.

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          • AnonD-762416
          • Sec
          • 01 May 2022

          Anonymous, 01 May 2022Because the labour cost in Vietnam is much cheaper than tha... moreYou know you're an Apple apologist when reality is irrelevant. Samsung still makes some ultra low budget devices in China. Why would they use more expensive labour for the cheaper models?

          Here is the reality about why Samsung isn't making their expensive stuff in China: They make expensive stuff.

          Being a REAL innovative market leader means you don't just want to give away your research to the competitors. Chinese IP laws are designed to enable their state run brands to steal IP. The reason Apple is still there is because of the obvious. They do not innovate hardware, they buy it.

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            • Anonymous
            • HJ5
            • 01 May 2022

            Kangal, 01 May 2022You're right about that. USA involvement in the banni... morefunny thing is that hauwei holds the patents for 5g, so every company using 5g modems pays money to huawei.

              Nick Tegrataker, 01 May 2022Do keep in mind that China's "ban" and US�... moreYou're right about that.
              USA involvement in the banning of ZTE and later Huawei is more agreeable and fair. Contrast to the banning that has occurred in the Chinese market for the past two decades. Remember that USA opens their doors for Chinese firms to compete, and that the laws affect all companies equally. There are plenty of outside companies doing business inside USA, but not-so with China. This isn't the case with China, with local firms getting preferential treatment and laws are specifically created and enforced to limit outside competitors. At the end of the day, both nations use FORCE to get what they want.

              Before you disagree entirely, have a look at other countries outside these two. Particularily in regions outside the influence of either, such as Eastern Europe and Middle East. In those demographics there is competition between both USA and Chinese companies, and more often than not, the services that end up dominating are the USA-based ones.

              So this is not a struggle for money, it is a struggle for: Data, Information, Power.

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                • Anonymous
                • i1D
                • 01 May 2022

                AnonD-762416, 28 Apr 2022They're a cheap labour assembly shop of the world. It ... moreBecause the labour cost in Vietnam is much cheaper than that in China and Samsung is constantly looking for a way to maximize their profit.

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                  • Anonymous
                  • i1D
                  • 01 May 2022

                  Kangal, 29 Apr 2022Nah, China as a country should have been blocked from using... moreA demise of Nortel was caused by a poor financial management as well as the subsequent accounting fraud + arrests and convictions of senior executives. They did a lot of shady stuff in a desperate attempt to reconstruct themselves, and they ultimately suffered from their own mistakes.

                    Kangal, 29 Apr 2022Nah, China as a country should have been blocked from using... moreDo keep in mind that China's "ban" and US' "ban" are fundamentally different in terms of concept and they are in no way comparable.

                    The former is all about prohibiting an entity/company that doesn't follow Chinese laws from operating in the country (hence Google's Dragonfly Project - Where it tried to make a censored version of Google Search to follow regulations in China, because that's the only thing the government actually cares about), while the latter is to do with prohibiting all companies *across the globe* from doing business with a targeted entity company by threatening them that they would lose access to anything that is remotely related to US firms, technology and patents.

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                      • Anonymous
                      • gAa
                      • 29 Apr 2022

                      blue, 29 Apr 2022Well, iPhone is manufactured in China by Taiwanese companie... more"get back to quality, repairability, better services." what like Apple and iPhones are known for.... Oh wait 🤔 also Google and pixel 6 are doing well with no problems, right... Right guys? 😂😂

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                        • blue
                        • 0CN
                        • 29 Apr 2022

                        Anonymous, 29 Apr 2022What's the point? Apple will just sabotage them like t... moreWhy? Worldwide they are absolutely harmless.

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                          • AnonD-762416
                          • Sec
                          • 29 Apr 2022

                          kiasunkiasi, 29 Apr 2022there's no longer cheap labour in China they remained... moreThere is no longer cheap labour in China? Was that communique provided to you from the same spokesperson who says there is no Covid in Shanghai or No Tiananmen in Beijing?

                            Anonymous, 29 Apr 2022What's the point? Apple will just sabotage them like t... moreApple is too far for them to challenge anyway.

                              captain fokou, 29 Apr 2022Iphones, the most American company I can think of, manufact... moreNot just china, iphones are assembled in india as well.

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                                • blue
                                • 0CN
                                • 29 Apr 2022

                                captain fokou, 29 Apr 2022Iphones, the most American company I can think of, manufact... moreWell, iPhone is manufactured in China by Taiwanese companies. Its production is steadily being transferred to another countries (Malaysia, India...)
                                And as for the chinese crap... well, we could go without a lot of it. Just to get back to quality, repairability, better services...

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                                  • Anonymous
                                  • 70d
                                  • 29 Apr 2022

                                  bulbulito.bayagbag, 28 Apr 2022On paper they sold it. But the people who are running the c... moreWhat are you talking about? That's extremely normal. When you buy a company, the employees will be the same. If you buy a company, and all employees resign, you must be a very disgusting person.

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                                    • Anonymous
                                    • yM3
                                    • 29 Apr 2022

                                    What's the point? Apple will just sabotage them like they did with Huawei.

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                                      • Adul Al Salami Kebab
                                      • gx}
                                      • 29 Apr 2022

                                      SOME-ONE, 29 Apr 2022Actually Honor has to do a lot effort and it is good time f... moreNo need to change, honor should keep doing what they do! Its clearly working just preferred if they made competitive products again but without NEW Kirin chips that is a NO GO...

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                                        • Adul Al Salami Kebab
                                        • gx}
                                        • 29 Apr 2022

                                        AnonD-1048078, 29 Apr 2022Honor is just Huawei but painted differently. And this news... moreNo upper management has changed, the people at the top is new! Yet the guy at the company level is still the same they just have new people giving them a pay check... Weird that Huawei is losing in China when GMS is not required in this market at all! XD