Before and after: the Huawei crisis

Before

A case now on everyone’s lips, a succession of information, half-declarations and it is still unclear what Huawei’s future will be.

But before trying to imagine the implications and consequences of this US vs China fight, we want to analyze the mobile market and smartphone sales. Huawei has experienced a tremendous growth in the last year and after overtaking Apple, today it is the second largest global shipping brand, right behind Samsung.

A truly remarkable start for 2019 for the company with P30 Pro and the whole series of smartphones. Huawei has sold 101 million Android phones outside China, 49% of the total. The impact is significant on Europe, which accounts for 28.4%. More precisely it is the EMEA area (Europe, Middle East and Africa), but Europe is the lion’s share especially on smartphones. The product division for the company, overall, is now worth 45.1% of the turnover and has grown by 50% in 2018.

2019 will be much more difficult: the Google affair outside China could halve mobile sales by 50%, according to a Bloomberg analyst.