Thursday, 7 August 2014

The soon-to-be-global smartphone player you've never heard of...

...And almost certainly can't pronounce. Its name is Xiaomi. It is only four years old and has just, according to market analyst Canalys, soared to the top of China's smartphone market, which in Q2 of 214 accounted for 37 percent of global smartphones shipments, some 108.5 million units according to Canalys.

"In little over a year, Xiaomi has risen from being a niche player to become the leading smart phone vendor in the world’s largest market, overtaking Samsung in volume terms in Q2," Canalys said.

"Xiaomi took a 14 percent share in China, on the back of 240 percent year-on-year growth. With Lenovo, Yulong, Huawei, BBK, ZTE, OPPO and K-Touch, the eight Chinese vendors in the top 10 together accounted for a total of 70.7 million units and a 65 percent market share."

Ninety seven percent of Xiaomi's sales were in Mainland China, but that's unlikely to be the case for very long. According to Canalys Xiaomi is now looking to expand into other markets, with Indonesia, Mexico, Russia, Thailand and Turkey in its sights for the second half of the year.

Canalys analyst Jessica Kwee says Xiaomi faces considerable challenges in trying to crack the global market, and she has some advice for the company: "Xiaomi needs to build its international brand, and will need to localise its services offering with MIUI [its version of Android] for the different markets into which it expands, else its differentiation, value proposition and service-oriented revenue streams will be eroded. And it must tailor its marketing and largely online sales channels accordingly."

She concludes: "Xiaomi does have the potential to be a disruptive force beyond China and international vendors should take note." I'd say that is a very significant understatement.

Xiaomi's MIUI android-based OS is already gathering a global following with, 26 global 'fan sites' including one for Australia. You can download and install the MIUI OS on numerous Android phones. There was also at one time a Xiaomi store in Australia importing selling the company's products, but not connected with Xiaomi. However it has closed down.

Rival forecaster IDC seems to see the threat to other smartphone vendors as being far greater than Canalys. It has just released its Worldwide Quarterly Mobile Phone Tracker for Q2 of 2014. The top five vendors from one to five were Samsung, Apple, Huawei, Lenovo and LG. But program director Ryan Reith doesn't expect that ranking to remain. "Right now we have more than a dozen vendors that are capable of landing in the top five next quarter," he says. "A handful of these companies are currently operating in a single country, but no one should mistake that for complacency – they all recognise the opportunity that lies outside their home turf."

And to ram home that message, senior research manager, Melissa Chau, adds: "As the death of the feature phone approaches more rapidly than before, it is the Chinese vendors that are ready to usher emerging market consumers into smartphones. The offer of smartphones at a much better value than the top global players but with a stronger build quality and larger scale than local competitors gives these vendors a precarious competitive advantage."

More to the point, Canalys and IDC are at odds on the global smartphone vendor rankings. According to Canalys Xiaomi had 14 percent of a total of 108.5 million smartphone shipments in China in Q2, which works out to be 15.75 million units. According to IDC. Number three global vendor Huawei shipped 20.3 million units in Q2; number four vendor Lenovo 15.8 million and number five vendor LG 14.5 million. So, depending on whose figures are correct Xiaomi could already be the number four global smartphone vendor.


I'd say all those vendors should do more than take note of Xiaomi. They should be very afraid.

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