Do not wake up a sleeping tiger. Yes, the United States has scored an own-goal by making China’s Huawei to decouple from America, and in the process restructured and redesigned its business. Before the big sanctions, Huawei depended on many American firms. They made money from Huawei and Huawei used their technologies to make money – call it win-win, the benefits of globalization to a large extent.
Post-sanctions, Huawei was forced to return to the basics. And now it is back: “Huawei’s homegrown operating system, HarmonyOS, has reached a significant milestone in the Chinese market, according to recent data from Counterpoint Research. The report indicates that HarmonyOS has surpassed Apple’s iOS to become the second most popular mobile operating system in China, trailing only Android. This development marks a notable shift in the Chinese smartphone market and highlights Huawei’s resilience and innovation in the face of severe challenges.”
According to Counterpoint, HarmonyOS held an 8% market share in China in the first quarter of 2023. By the first quarter of 2024, this share had more than doubled to a commendable 17%. In contrast, iOS experienced a decline during the same period, dropping from 20% to 16%. This suggests that the sales of Apple’s latest iPhone 15 series may not have met expectations in China, where consumer preferences appear to be shifting towards local alternatives like HarmonyOS.
Be wise, do not motivate your competitor! Do not inspire your competitor. Because a tiger can roar…If Apple loses China, you can blame the US government for making it easier for Huawei to create everything to the extent that its product prices are now lower, as it has replaced more expensive US raw materials/inputs/components. And it may not stop in China because everyone wants a great deal across the world.
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Of course, this is not to say that Apple has a problem. No, it has the world minus China, and that is big enough! You should be concerned why the Ovim tablet failed in Nigeria.
Huawei’s HarmonyOS Surpasses Apple’s iOS in China, Unleashing A New Era in the Smartphone Market
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