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China made up 27% of Q2 smartphone sales (the slowing U.S. was at 16%), says Canalys, with its...

  • Saturday, August 4, 2012, 5:11 PM ET
    China made up 27% of Q2 smartphone sales (the slowing U.S. was at 16%), says Canalys, with its 199% Y/Y growth far outpacing the 24% seen elsewhere. Samsung (SSNLF.PK) and Apple (AAPL) are doing well in China, though the iPhone's high price makes it dependent on wealthier (and perhaps slower-growing) coastal provinces. But NOK and others are having trouble competing with local vendors. Chipmakers SPRD, MRVL, and QCOM have decent Chinese exposure. (Q1 data)
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  • I'd like to see a breakout of how Nokia is desperately trying to fend off the unbroken waves of local vendors that undercut everyone.
    4 Aug 2012, 09:40 PM Reply Like
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