OPPO 230Who is BBK? The world's second largest smartphone vendor by number sold, BBK, was a name I didn't know until recently. They own Oppo, Vivo, and OnePlus. These giant brands are huge in Asia and are becoming very visible in Europe as well. There's a good article on the history of these companies at PhoneRadar.

BBK operates as General Motors once did: Chevrolet, Cadillac, and Buick were run independently and competed with very different go-to-market strategies. Oppo and Vivo have large, independent research divisions as well. (Charts below.)

Headlines around the world today blasted, "Huawei overtakes Apple to become world's second-largest smartphone vendor."  Counterpoint believes Huawei shipped 54.2M phones in Q2. Huawei still has a way to go to pass Samsung, with 71.6M. Huawei emulates Henry Ford, who built steel mills and a rubber plantation to supply his automobiles. Huawei's HiSilicon is the largest chip company in China, going neck-and-neck with Qualcomm & Samsung.

Oppo had 29.6M and Vivo 26M, totaling 55.6M. Add OnePlus and BBK is well ahead although Huawei is growing more quickly.

Ranking by sales dollars and especially profits, Apple and Samsung are far above.

From the press releases of Counterpoint and Strategy Analytics, similar estimates

global smartphone Q2 2018



Strategy Analytics: Huawei Overtakes Apple to Become World's Second Largest Smartphone Vendor in Q2 2018


July 31, 2018

Huawei overtakes Apple iPhone to become world's 2nd largest smartphone maker for first time ever.


BOSTON--(BUSINESS WIRE)--According to the latest research from Strategy Analytics, global smartphone shipments fell 3 percent annually to reach 350 million units in Q2 2018. Samsung maintained first position with 20 percent global smartphone marketshare, while Huawei overtook Apple for the first time ever to become the world’s second largest smartphone vendor.

Linda Sui, Director at Strategy Analytics, said, “Global smartphone shipments fell 3 percent annually from 360.4 million units in Q2 2017 to 350.4 million in Q2 2018. The global smartphone market has slowed down this year, due to longer replacement rates, diminishing carrier subsidies, and a lack of new hardware design innovation.”

Neil Mawston, Executive Director at Strategy Analytics, added, “Samsung shipped 71.5 million smartphones worldwide in Q2 2018, tumbling 10 percent annually from 79.5 million units in Q2 2017. This was Samsung’s worst quarterly performance since the third quarter of 2016. Samsung is being squeezed by Chinese rivals, like Xiaomi and Huawei, across major Asian markets such as China and India. Huawei soared 41 percent annually from 38.4 million smartphones shipped worldwide during Q2 2017 to a record 54.2 million units in Q2 2018. Huawei overtook Apple for the first time ever to become the world’s second largest smartphone vendor. Huawei captured 15 percent global smartphone marketshare in the quarter. Huawei’s midrange Android models, such as Nova 2S and Nova 3e, are proving wildly popular across Asia and Europe.”

Woody Oh, Director at Strategy Analytics, added, “Apple grew an above-average 1 percent annually and shipped 41.3 million iPhones for 12 percent smartphone marketshare worldwide in Q2 2018. Apple continues to grow in smartphones, but at a much slower pace than key Chinese rivals such as Huawei and Xiaomi. Apple will need to innovate new designs for the iPhone if it wants to grow future volumes, perhaps by adding new features such as dual SIM cards or foldable screens.”

Linda Sui, Director at Strategy Analytics, added, “Xiaomi shipped an impressive 32.0 million smartphones and held fourth position with a record 9 percent global marketshare in Q2 2018, lifting from 6 percent share a year ago. Xiaomi’s growth increased 38 percent annually in the quarter, but this was down from the 58 percent rate it hit a year ago. Xiaomi is now slowing, due to fresh competition from Huawei in its key markets of India and China. OPPO held fifth place, capturing 9 percent global smartphone marketshare in Q2 2018, up slightly from 8 percent a year ago. OPPO has been hit hard by Xiaomi’s rapid expansion in the past year, but OPPO is finally stabilizing and fighting back with keener pricing and enhanced new models such as the R15 with dual SIM cards.”


Exhibit 1: Global Smartphone Vendor Shipments and Marketshare in Q2 2018 1

Global Smartphone Vendor Shipments (Millions of Units)   Q2 '17   Q2 '18
Samsung   79.5   71.5
Huawei   38.4   54.2
Apple   41.0   41.3
Xiaomi   23.2   32.0
OPPO   29.5   30.2
Others   148.8   121.2
Total   360.4   350.4
Global Smartphone Vendor Marketshare (%)   Q2 '17   Q2 '18
Samsung   22.1%   20.4%
Huawei   10.7%   15.5%
Apple   11.4%   11.8%
Xiaomi   6.4%   9.1%
OPPO   8.2%   8.6%
Others   41.3%   34.6%
Total   100.0%   100.0%
Total Growth: Year-over-Year (%)   5.5%   -2.8%
Source: Strategy Analytics        

The full report, Huawei Overtakes Apple as Global Smartphone Shipments Hit 350 Million in Q2 2018, is published by the Strategy Analytics Wireless Smartphone Strategies (WSS) service, details of which can be found here: https://tinyurl.com/y75uhw62 .

1 Numbers are rounded

dave ask


The 3.3-4.2 spectrum should be shared, not exclusively used by one company, concludes an important U.S. Defense Innovation Board report. If more wireless broadband is important, sharing is of course right because shared networks can yield far more

It does work! Verizon's mmWave tests over a gigabit in the real world. 
The $669 OnePlus 7 Pro outclasses the best Apples and probably the new Galaxy 10 or Huawei P30 Pro. Optical zoom, three cameras, liquid cooling, Qualcomm 855 and more.
Korea at 400,000 5G May 15. Chinese "pre-commercial" signing customers, 60,000-120,000 base stations in 2019, million+ remarkable soon. 
5G phones Huawei Mate 20, Samsung Galaxy 10, ZTE Nubia, LG V50, and OPPO are all on sale at China Unicom. All cost US$1,000 to 1,500 before subsidy. Xiaomi promises US$600.
Natural monopoly? Vodafone & Telecom Italia to share 5G, invite all other companies to join.
Huawei predicts 5G phones for US$200 in 2021, $300 even earlier
NY Times says "5G is dangerous" is a Russian plot. Really.
Althiostar raised US$114 million for a virtual RAN system in the cloud. Rakuten, Japan's new #4, is using it and invested.
Ireland is proposing a US$3 billion subsidy for rural fibre that will be much too expensive. Politics.
Telefonica Brazil has 9M FTTH homes passed and will add 6M more within two years. Adjusted for population, that's more than the U.S. The CEO publicly urged other carriers to raise prices together.
CableLabs and Cisco have developed Low Latency XHaul (LLX) with 5-15 ms latency for 5G backhaul,  U.S. cable is soon to come in very strong in wireless. Details 
Korea Telecom won 100,000 5G customers in the first month. SK & LG added 150,000 more. KT has 37,500 cells. planning 90% of the country by yearend. 
The Chinese giants expect 60,000 to 90,000 5G cells by the end of 2019.
China Telecom's Yang Xin warns, "Real large-scale deployment of operators' edge computing may be after 2021." Customers are hard to find.
Reliance Jio registered 97.5% 4G availability across India in Open Signal testing. Best in world.

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Welcome On Oct 1, 2019 Verizon turned on the first $20B 5G mmWave network with extraordinary hopes. The actual early results have been dismal. Good engineers tell me that will change. Meanwhile, the hype is unreal. Time for reporting closer to the truth.

The estimates you hear about 5G costs are wildly exaggerated. Verizon is building the most advanced wireless network while reducing capex. Deutsche Telekom and Orange/France Telecom also confirm they won't raise capex.

Massive MIMO in either 4G or "5G" can increase capacity 3X to 7X, including putting 2.3 GHz to 4.2 GHz to use. Carrier Aggregation, 256 QAM, and other tools double and triple that. Verizon sees cost/bit dropping 40% per year.

Cisco & others see traffic growth slowing to 30%/year or less.  I infer overcapacity almost everywhere.  

Believe it or not, 80% of 5G (mid-band) for several years will be slower than good 4G, which is more developed.