11月24日,小米官方公布,其第三季度收入的55%來自中國以外的市場。這是該公司10年以來海外業(yè)務(wù)貢獻(xiàn)率首次超過國內(nèi)業(yè)務(wù)。
小米首席財(cái)務(wù)官林世偉投資者電話會議上表示:“除去我們已經(jīng)連續(xù)13個(gè)季度蟬聯(lián)智能手機(jī)銷量第一的印度市場,我們海外智能手機(jī)出貨量同比幾乎翻了一番?!贝饲靶∶坠迹涞谌径仁杖霝?09.7億美元,同比增長34.5%。
其中,小米在西歐市場的銷量較上年飆升107%,對其總收入增長的貢獻(xiàn)巨大。小米稱,其目前是西歐銷量第三的智能手機(jī)品牌,市場占有率達(dá)到了13.3%。
小米表示,其為意大利第二大受歡迎品牌,在法國第三,在德國第四,并在西班牙有三個(gè)季度都是“最受喜歡的智能手機(jī)品牌”。
小米在歐洲風(fēng)生水起,乃至整個(gè)第三季度實(shí)現(xiàn)整體增長,是以其競爭對手、同國手機(jī)品牌——華為的損失為代價(jià)的。此前,特朗普政府對華為實(shí)施了貿(mào)易封鎖。
華盛頓方面將華為視為國家安全威脅。白宮試圖通過禁止公司向華為出售美國相關(guān)技術(shù)(如半導(dǎo)體),以限制華為的業(yè)務(wù)。
晨星研究公司的高級股票分析師丹·貝克表示:“如果美國繼續(xù)對華為施壓,小米將會是強(qiáng)勁的受益者。上一季度的情況也能夠印證這一說法?!?/p>
市場跟蹤機(jī)構(gòu)Canalys的數(shù)據(jù)顯示,第三季度華為的全球智能手機(jī)出貨量下降了1510萬臺,而小米的出貨量上升了1450萬臺——兩者之間達(dá)到了微妙的平衡。在華為最大的海外市場——?dú)W洲,華為的出貨量下降了25%,而小米的出貨量上升了88%。
曾被嘲笑為“iPhone模仿者”的小米,如今已經(jīng)躋身為全球第三大智能手機(jī)制造商,相比之下,蘋果被擠到了第三季度出貨量的第四位。小米是否能保持住第三位的地位,取決于幾個(gè)因素:今年iPhone 12的發(fā)布比往年要晚,從而導(dǎo)致了蘋果第三季度出貨量減少,不出意外的話,蘋果第四季度的出貨量將相應(yīng)提升。
此前,華盛頓宣布將允許美國芯片制造商高通向華為提供低規(guī)格芯片組,或?qū)⒂兄诰徑馊A為零部件供應(yīng)的壓力。與此同時(shí),據(jù)《南華早報(bào)》報(bào)道,小米總裁王翔警告稱,公司將在第四季度面臨“嚴(yán)重的供應(yīng)短缺”。
在新冠疫情之下,印度的工廠部分關(guān)閉——這可能是造成供應(yīng)短缺的原因。按單位出貨量計(jì)算,印度是小米最大的市場,連續(xù)13個(gè)季度蟬聯(lián)銷量第一。這也鞏固了小米此前全球第四大智能手機(jī)公司的地位。(財(cái)富中文網(wǎng))
編譯:楊二一
11月24日,小米官方公布,其第三季度收入的55%來自中國以外的市場。這是該公司10年以來海外業(yè)務(wù)貢獻(xiàn)率首次超過國內(nèi)業(yè)務(wù)。
小米首席財(cái)務(wù)官林世偉投資者電話會議上表示:“除去我們已經(jīng)連續(xù)13個(gè)季度蟬聯(lián)智能手機(jī)銷量第一的印度市場,我們海外智能手機(jī)出貨量同比幾乎翻了一番?!贝饲靶∶坠?,其第三季度收入為109.7億美元,同比增長34.5%。
其中,小米在西歐市場的銷量較上年飆升107%,對其總收入增長的貢獻(xiàn)巨大。小米稱,其目前是西歐銷量第三的智能手機(jī)品牌,市場占有率達(dá)到了13.3%。
小米表示,其為意大利第二大受歡迎品牌,在法國第三,在德國第四,并在西班牙有三個(gè)季度都是“最受喜歡的智能手機(jī)品牌”。
小米在歐洲風(fēng)生水起,乃至整個(gè)第三季度實(shí)現(xiàn)整體增長,是以其競爭對手、同國手機(jī)品牌——華為的損失為代價(jià)的。此前,特朗普政府對華為實(shí)施了貿(mào)易封鎖。
華盛頓方面將華為視為國家安全威脅。白宮試圖通過禁止公司向華為出售美國相關(guān)技術(shù)(如半導(dǎo)體),以限制華為的業(yè)務(wù)。
晨星研究公司的高級股票分析師丹·貝克表示:“如果美國繼續(xù)對華為施壓,小米將會是強(qiáng)勁的受益者。上一季度的情況也能夠印證這一說法?!?/p>
市場跟蹤機(jī)構(gòu)Canalys的數(shù)據(jù)顯示,第三季度華為的全球智能手機(jī)出貨量下降了1510萬臺,而小米的出貨量上升了1450萬臺——兩者之間達(dá)到了微妙的平衡。在華為最大的海外市場——?dú)W洲,華為的出貨量下降了25%,而小米的出貨量上升了88%。
曾被嘲笑為“iPhone模仿者”的小米,如今已經(jīng)躋身為全球第三大智能手機(jī)制造商,相比之下,蘋果被擠到了第三季度出貨量的第四位。小米是否能保持住第三位的地位,取決于幾個(gè)因素:今年iPhone 12的發(fā)布比往年要晚,從而導(dǎo)致了蘋果第三季度出貨量減少,不出意外的話,蘋果第四季度的出貨量將相應(yīng)提升。
此前,華盛頓宣布將允許美國芯片制造商高通向華為提供低規(guī)格芯片組,或?qū)⒂兄诰徑馊A為零部件供應(yīng)的壓力。與此同時(shí),據(jù)《南華早報(bào)》報(bào)道,小米總裁王翔警告稱,公司將在第四季度面臨“嚴(yán)重的供應(yīng)短缺”。
在新冠疫情之下,印度的工廠部分關(guān)閉——這可能是造成供應(yīng)短缺的原因。按單位出貨量計(jì)算,印度是小米最大的市場,連續(xù)13個(gè)季度蟬聯(lián)銷量第一。這也鞏固了小米此前全球第四大智能手機(jī)公司的地位。(財(cái)富中文網(wǎng))
編譯:楊二一
On Tuesday Chinese smartphone maker Xiaomi reported it earned 55% of its third quarter revenues from markets outside of China, marking the first time in the company’s ten-year history that contributions from the brand’s overseas business surpassed domestic ones.
“Excluding India, where we have been the number one smartphone brand for 13 consecutive quarters, our overseas smartphone shipments almost doubled on a year-over-year basis,” Xiaomi chief financial officer Alain Lam said during an investor call Tuesday. The smartphone maker reported $10.97 billion in revenue for the third quarter, logging a 34.5% increase over last year.
Western Europe, where Xiaomi sales soared 107% over the previous year, contributed significantly to revenue growth. According to the company, Xiaomi is now the third best-selling brand in the region, occupying 13.3% of the market.
Xiaomi says it is the second-most popular brand in Italy, third in France, fourth in Germany, and has been Spain’s preferred smartphone brand for three quarters.
Xiaomi’s growth in Europe, and overall throughout the third quarter, came at the expense of its rival and compatriot, Huawei Technologies, which was hit with trade embargos by the Trump administration.
Washington views Huawei as a national security threat fearing the Shenzhen-based telecom maker's equipment could be tapped by Beijing’s spies. The White House has tried to curtail Huawei’s business by forbidding companies from selling U.S. technology—such as semiconductors—to the firm.
“Xiaomi will be a strong beneficiary if the U.S. keeps up the pressure on Huawei, and what we’ve seen in the last quarter would indicate that’s the case,” says Dan Baker, a senior equity analyst at Morningstar Research.
According to market tracker Canalys, Huawei’s global smartphone shipments declined by 15.1 million units in the third quarter while Xiaomi’s rose by 14.5 million, suggesting an equilibrium between the two. In Europe—Huawei’s biggest overseas market—Huawei shipments dipped 25% while Xiaomi’s rose 88%.
Xiaomi, once derided as an iPhone imitator, now sits as the third-largest smartphone maker in the world, pushing Apple into fourth place for third quarter shipments. Whether Xiaomi can stay there depends on several factors—not least of them the later-than usual release of the iPhone 12, which should drive Apple’s fourth quarter shipments.
Washington also has permitted U.S. chipmaker Qualcomm to provide Huawei with low-spec chipsets, which could help ease the pressure on Huawei’s component supplies. Meanwhile, according to the South China Morning Post, Xiaomi president Wang Xiang warned the company faces a “serious supply shortage” in its fourth quarter.
The shortage could be due to the pandemic forcing factories to close in India, which is Xiaomi’s largest market by unit shipments. Sales in the subcontinent, where Xiaomi has been the number one smartphone brand for thirteen quarters, bolstered Xiaomi’s previous position as the world’s fourth largest smartphone company.