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Briefing Aug 11, 2020 09:17 pm EqualOcean

Lei Jun: Xiaomi Will Invest Over CNY 10 Billion in R&D in 2020

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Updated 17 hours ago ·

Chinese Vendors Erode Apple's Lead in TWS Market – Xiaomi Ranks Second in 2020

The release of Apple's (AAPL:NASDAQ) Airpods at the end of 2016, along with the headphone jack-free iPhone, defined the new electronics category – true wireless stereos. As the Airpods were the first, and the patents around realizing a 'no time lag' in data transmission between two points of Bluetooth connection are kept secret by Apple, Apple enjoyed a complete lead in this category for the first two to three years. However, as related technology breakthroughs have been made by both Chinese and American electronics companies, TWS products with lower prices and similar functions with Airpods have been invented and taken away customers from Apple. As Counterpoint Research revealed, back in 2019, Apple's Airpods took approximately 60% of the global market shipments. However, as the technologies in terms of simultaneous voice transmission and the cost reduction of the NOR flash chipset spread, Apple has started to lose advantages in the market. During the second quarter of 2020, though Apple's Airpods still ranked the first in the market with 35% of the total, the company's leadership was threatened by the Chinese smartphones and IoT products vendor Xiaomi (01810:HK) at 10% and the Korean company Samsung (005930:KR) at 6%. As the wireless Bluetooth earbuds belong to the phone accessories, the top smartphone vendors have the inherent advantages in terms of user base.

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Sep 15, 2020 06:56 pm · Counterpoint Research

Vivo Led Indonesian Market in 2Q 2020, Followed by OPPO, Samsung and Xiaomi

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Sep 3, 2020 06:29 pm ·

Chinese TWS Market Shows Potential: Fast Expansion and Vast Unclaimed Market

The following is a summary of the landscape of the Chinese TWS market in 1H 2020. For other analyses on that topic, please check parts 1 and 2 of Chinese TWS overview. ► The Chinese TWS market has higher year-over-year growth rates than the global market. ► Apple, Huawei and Xiaomi are the top three smart shippers in China, while globally Huawei's position is taken by Samsung Electronics.  ► Nearly 50% of the Chinese hearable market is occupied by brandless products, which present further growth room for big electronic vendors.  According to IDC, the first half of 2020 witnessed market expansion both in China and globally. In China, the shipments of wireless earbuds reached 42.56 million, presenting 49% year-over-year growth. Among the total, true wireless stereos (TWS) take 64%. Though the Chinese market expands rapidly, the market still presents great growth potential as the category 'others' take nearly half of the total shipment, which the sum of Apple (AAPL:NASDAQ), Huawei and Xiaomi (01810:HK) lags behind. Apple's Airpods in China take the first position except for the 'others' at 18% of the total, followed by Huawei at 10.1% and Xiaomi at 8.3%. Globally, the shipments of hearable products grew 32.6% during the same period. Apple led the charge here as it managed to ship 23.7 million Airpods and Beats products, followed by Samsung and Xiaomi. The global hearable market is dominated by smartphone brands as the opportunity to bundle remains high.

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Sep 17, 2020 06:21 pm ·

Big Fund Sells 0.61% of Goodix's Stocks

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Sep 17, 2020 03:12 pm ·

Alibaba Cloud Debuts Industrial Brain 3.0

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Sep 17, 2020 02:37 pm · 36Kr

Weimob Assigns Baidu Ex-VP Watson Yin the New COO

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