Point to ponder Just check out the market share figures of the top 5 brands for the last 4 years. Which brands swung in market shares in high %'s? #Samsung and #Xiaomi. Which brands remained steady? #Vivo and #Oppo. Who lost when Samsung gained? Primarily Xiaomi. Who gained when Samsung lost? Primarily Xiaomi. So who was the real competitor to Samsung till now in India for the last 4 years? Xiaomi. Seems Vivo and Oppo were never on Samsung's radar as competition and/or Vivo and Oppo were immune to Samsung and Xiaomi rally upwards or downwards. Well this is what past data of India shows. Zeroing down on 2023 globally, a Counterpoint report predicts Samsung losing its No. 1 position in 4 markets globally this year. And the brands are primarily #apple, Xiaomi or #Tecno not Vivo or Oppo.
Thanks for sharing, Sir, your passion for the industry, is awesome 👌 Would like to add part factual & part personal views : Samsung is facing a dual competition, one as a Smartphone company and another on bigger scale as electronics company. # Samsung facing tough competition from Chinese electronics manufactures, so it has started looking from new business opportunities for long term @ created a new unit tobe headed by executive director Samsung SDI, (J-Y H).@ Can be Samsung Solar or Samsung Pharma🙂 # Chinese Lockdown harshly impacted the smartphone *supply chains for Samsung and Apple , impacting global production & supplies @impact on Chinese local manufactures was lower. # Now brands dependent on these supply chains* , Apple & Samsung are working towards moving the supplies out of China to other SouthAsian countries @India being prominent choice # India - Apple has comeback among top players @Q3'23, & hopefully would like to retain the slot. Samsung can gain share gradually ,not immediately. +Tecno is the real challenger & competitor. +Xiaomi, Oppo, Vivo .... A lot depends upon the state policies. 🙏
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11moCoincidence. My tomorrow’s blog is on Samsung and you will find why perhaps OPPO/vivo don’t directly compete Samsung