There is a huge opportunity for mobile-focused companies in China because a good third of Android devices are still controlled by “others,” a long-tail of relatively small players. As the market consolidates, it will be easier for larger manufacturers, along with software and app vendors, to make money there.
Samsung is strong in China’s Android market — it’s arguably the non-local company that has been most successful in the local mobile industry. But Chinese contenders are coming on strong, too.
Together, the six big local smartphone manufacturers have a bigger share of active Android devices than Samsung.
In a new report from BI Intelligence, we explain why global consumer Internet, software, and mobile companies will increasingly need to work with Android-focused Chinese companies like Xiaomi and Lenovo — not to mention Huawei, ZTE, Coolpad, and OPPO — if they don’t want to miss out on mobile’s next growth phase in emerging markets. We also take a deep dive into India’s smartphone market, and the role of local players there.
Here are the takeaways on the Android market in China:
- Local manufacturers Lenovo, OPPO, and Huawei all increased their market share of China’s smartphone installed base over the course of 2013.
- Xiaomi — which actually equips its phones with its own forked version of Android known as Miui — has held its own. So has Coolpad, aka Yulong.
- Meanwhile, the “others,” generic Android-powered smartphone brands, are seeing their share of the smartphone base shrink as the Chinese Android market consolidates.
- For comparison, Apple is believed to control anywhere from one-fifth to one-third of the Chinese smartphone installed base.
In full, the report:
- Discusses the innovative strategies and international ambitions of the seven key Chinese and Indian manufacturers, who are the new ‘gatekeepers’ in mobile
- Dives into local contexts in China and India and how these unique tech and Internet markets have shaped the new smartphone giants’ rise
- Analyses the key role played by these local manufacturers in supplying smartphones that meet the unique needs of local carriers and consumers
- Explains why Xiaomi is called the “Apple of China,” but why the “Amazon of China” might be a better explanation of how it runs its hardware business
- Describes India’s great potential as a smartphone and mobile software market and why it has lagged until now
- Includes all the data on the top local manufacturers in India and China and how they compare to Apple and Samsung in market share and other measures
- Discusses the rise of Lenovo to its current status as the world’s third-largest smartphone manufacturer
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