The trade war between the US and China has had a significant impact on Huawei’s role in the West, but the Asian giant has taken revenge by threatening to potentially veto the iPhone in government agencies and companies. This caused Apple’s sales in China to suffer, but its loss was also a gain for another major manufacturer that wasn’t Huawei.

Xiaomi. The company has grown tremendously since last June; Its value in the stock market increased by 20 billion dollars at that time, due to both expectations about new mobile phones and its entry into the electric vehicle sector. The Hang Seng Tech index of the Chinese stock market makes this clear: shares are up 60% in recent months.

Source: Bloomberg.

apple, down. This time, the victim of the tension between the USA and China was the iPhone. In a call with investors in early November, Tim Cook stated that revenue would remain flat in the fourth quarter of the year despite demand remaining “strong” in China. Initial sales of the iPhone 15 in China were 6% lower than its predecessor, and both Huawei and (especially) Xiaomi are benefiting from this decline.

Xiaomi achieved 14 victories. The new Xiaomi 14 has received more than one million reservations since its launch in late October; This is the second-best debut of a Chinese smartphone in recent months, after Huawei’s Mate 60 Pro. This last company is not included in the same index as Xiaomi, but investors have started investing in its suppliers instead of investing in it directly.

And things promise to get better. These latest successes are just the beginning for investors. JPMorgan Chase & Co analyst Gokul Hariharan noted that based on his data, “with changing trends in the growth of smartphones and AIoT and initial expectations for Xiaomi’s foray into the electric vehicle, there is an opportunity for negotiation in the next six months.” “.

Huawei is also gaining ground. Xiaomi is currently the leading player, but analysts are clear that Huawei is also one of the beneficiaries and its recent advances point to a rebound in the Chinese smartphone market next year. People in China are not very interested in the new iPhones because “many consumers do not perceive much improvement in terms of functionality,” according to Jian Shi Cortesi of consulting firm GAM Investment Management.

The mystery of HyperOS. The promising developments in the cameras of the Xiaomi 14 join the premiere of HyperOS, the new operating system / customization layer that Xiaomi has developed to surpass MIUI and also turn it into a system that subsequently adapts to the electrical devices of its cars. Accessories and other devices of the Internet of Things with AI (AIoT). Time will tell whether this platform will become something that truly differentiates itself compared to Android.

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