Xiaomi Corporation (1810.HK)

[Harvest Time]

I have merged the two "Xiaomi" threads into one, for ease of reference.

Please take note.

Regards
Moderator

Thanks.

[specuvestor]

I failed to copy and paste the chart into this post so here's the chart typed manually

2Q14 units (m) Mkt share 2Q14 1Q14 2Q13
Samsung 74.3 25.2% 30.8% 32.3%
Apple 35.1 11.9% 15.2% 13%
Huawei 20.3 6.9% 4.7% 4.3%
Lenovo 15.8 5.4% 4.4% 4.7%
LGE 14.5 4.9% 4.3% 5%
Xiaomi 16 5.4% 3.5% 1.7%

Some interesting stats:

"2Q14 GLOBAL SMARTPHONE MARKET SHARE – BOTH APPLE AND SAMSUNG ARE LOSING MARKET SHARE, NOW 12% ( NEW LOW), 25.2%( THE LOWEST SINCE 2011) RESPECTIVELY.

So here comes the fact from the IDC data, Samsung lost 5.6%/7.1% of share QoQ/YoY to 25.2%, the lowest since 2011. While the market grew 23%YoY and 17%QoQ, Samsung is the only vendor that bears with QoQ/YoY units drop (-16%QoQ/-4%YoY). Apple is not looking good, either, 2Q market share hit new low, reaching 12%.

So Who is gaining the market share? I guess not a surprise- The Chinese players.
Huawei posted the biggest surprise as its shipment grew 50% QoQ and 95%YoY with 7% market share in 2Q. No. 3 now, globally. The strong growth is derived from overseas export that accounts for 40% of total shipment. Lenovo and Xiaomi both grow as well, while Xiaomi grows times of Lenovo.

What to expect in 3Q/4Q? Samsung continue to drop with market share 22-24%, especially iPhone 6 on the way in September.
What about the Chinese players shipment target in 2014? Huawei -80mn units ( 1H 34mn); Xiaomi -60mn units ( 1H 26mn); Lenovo-60mn units –ex Moto ( 1H 28mn )"

[CityFarmer]

Market share in China market, where Xiaomi is leading...

Xiaomi beats Samsung in Chinese smartphone market: Canalys

SEOUL — Xiaomi, a Chinese handset-maker little known in the West, overtook tech giant Samsung to become China’s top-selling smartphone brand in the second quarter, a market research company said today (Aug 5).

According to Canalys, Xiaomi sold 15 million smartphones in China during the second quarter, more than a three-fold surge from a year earlier. It surpassed Samsung, which had the leading position in China for more than two years, as well as local brands such as Lenovo and Huawei.

From the period of April to June, Samsung’s China smartphone sales decreased to 13.2 million units from 15.5 million a year earlier. Lenovo trailed Samsung by a margin of 2 million units.
...
http://www.todayonline.com/tech/xiaomi-b...et-canalys

[psslo]

Well, Hi-P will certainly love XiaoMi!

http://rhbosk.ap.bdvision.ipreo.com/NSig...527622.pdf

[opmi]

Went to buy another Redmi Note and accessories again today.
When I went back to adjust my orders for a while, the accessories starts going 'out of stock'
Scary... so must Place Order when u get the items.

BTW my F5 refresh method works again....haha....

[CityFarmer]

Internet TV market is getting very crowded with big boys...

China’s Xiaomi to invest US$1 billion to expand internet TV content

BEIJING - China’s Xiaomi Technology Co Ltd said today (Nov 4) it would spend US$1 billion (S$1.29 billion) to expand its internet TV content as the world’s third largest smartphone maker ramps up its push into the living room, and a market estimated to be worth $3 billion.

Xiaomi’s burgeoning TV unit includes its Xiaomi TV as well as a set-top box, which both use its software and content. The company is best known for its budget smartphones and tablets that have won it legions of fans worldwide.

In a post on its official Weibo microblog, Xiaomi said it had hired Mr Chen Tong, a former executive at Chinese internet firm Sina Corp, to overhaul the TV business and make it more “diverse and exciting”.

“We want to repeat the success of Xiaomi’s hardware integration model in the television industry,” Mr Chen said at a press conference, according to Xiaomi’s microblog. The company did not to provide further details.

Xiaomi’s expansion of its internet TV business pits it against local internet companies including Alibaba Group Holding Ltd, Tencent Holdings Ltd and Baidu Inc , all of which have recently increased their investment into internet TV, a market Chinese consultancy iResearch says is estimated to be worth $3 billion in 2014.

Xiaomi said it could invest further in internet TV in the future. REUTERS
http://www.todayonline.com/world/asia/ch...tv-content

[CityFarmer]

The next tech giant, and will it break the IPO record?

Xiaomi eyes new funding that would skyrocket value to S$64b

BEIJING — Last year, China’s Xiaomi netted a financing round that valued the then-three-year-old mobile start-up at US$10 billion (S$12.9 billion). Now, just a little more than a year later, Xiaomi is in the early stages of talks for a funding round that could value the world’s third-largest smartphone maker at about US$40 billion to US$50 billion (S$64.5 billion), people familiar with the matter said.

Founder and chief executive officer Lei Jun has pushed Xiaomi, which sells direct to consumers and only released its first smartphone in 2011, into new markets from Singapore to India. The international expansion, combined with surging sales of its Mi 4 smartphone and low-cost Redmi model, have vaulted the company into the ranks of the world’s top vendors.

“They have a cost advantage over many of the larger vendors because of their online sales model,” said Mr James Roy, a Shanghai-based analyst at China Market Research Group. “It’s been a really dramatic rise for Xiaomi in the past four years from nothing.”

The valuation surpasses more established Asian electronics makers including Sony, which has a market capitalisation of about US$21 billion, and Lenovo Group’s $16 billion.
...
http://www.todayonline.com/tech/xiaomi-e...value-s64b

[Contrarian]

The Xiaomi Powerbank is EXCEPTIONAL Value.

The cells are Korean made Samsung / LG. And the capacity is 10400MAh, up to 2A output

All for $14 on their website.

Can kill all the other "good quality" powerbanks at $30 - $50...

[Drizzt]

The Xiaomi Powerbank is EXCEPTIONAL Value.

The cells are Korean made Samsung / LG. And the capacity is 10400MAh, up to 2A output

All for $14 on their website.

Can kill all the other "good quality" powerbanks at $30 - $50...

you are perhaps wrong. its 2.1A . it charges faster than some of my normal power adapter

[CityFarmer]

The Xiaomi Powerbank is EXCEPTIONAL Value.

The cells are Korean made Samsung / LG. And the capacity is 10400MAh, up to 2A output

All for $14 on their website.

Can kill all the other "good quality" powerbanks at $30 - $50...

you are perhaps wrong. its 2.1A . it charges faster than some of my normal power adapter

It seems that VB do has quite a number of xiaomi fans