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Huawei has introduced the Kirin X90 chip, marking a shift away from Intel processors and Windows software due to US restrictions. The chip, developed by HiSilicon, has received a Level 2 national security certification and is expected to utilize SMIC’s 7nm process and Taishan cores. As Huawei transitions its PCs and laptops to its own hardware and software, it may launch an "AI PC" running HarmonyOS as early as April, following the end of its Windows license.
The FCC and Senator Tom Cotton are urging European telecoms to sever ties with Huawei due to security concerns linked to the Chinese government. Despite the EU's agreement to restrict high-risk suppliers, less than half of its member states have taken action, as Huawei's cost-effective equipment poses a challenge for operators. Meanwhile, U.S. tariffs may lead allies to reconsider military orders and potentially boycott American tech brands in favor of alternatives from companies like Samsung and Xiaomi.
Huawei is advancing its shift away from American technology by developing its own computer chips, with the Kirin X90 CPU recently receiving a Level 2 national security certification. As US sanctions tighten, the company plans to launch PCs running its HarmonyOS, moving away from Intel and Windows. Despite a 15% growth in PC shipments in 2024, Huawei's momentum slowed in the fourth quarter due to fewer new product launches.
Huawei has overtaken Apple in China's tablet market, which grew 4.3% in 2024, reaching 29.85 million units. Despite a Q4 slowdown, Huawei's strategic product launches solidified its top position, while Apple faced shipment declines. Xiaomi surged to third place with a 41% increase in Q4 shipments, driven by new product launches.
Huawei has emerged as the leader in the 2024 Chinese tablet market, achieving a 32.3% market share and a year-on-year growth of 5.7%. Apple follows closely in second place with a 26.6% share, experiencing a decline of 7%. Xiaomi, Honor, and Lenovo round out the top five, with the overall market shipping 29.85 million tablets, reflecting a 4.3% annual growth.
In 3Q 2024, telco network infrastructure vendor revenues reached $49.6B, with Huawei, Ericsson, and Nokia leading the market, accounting for 37.5% of total revenues. Despite a slight quarterly increase, the annualized market saw a 5.6% decline, primarily due to reduced capex forecasts. Tejas Networks and Broadcom reported significant year-over-year growth, driven by strategic developments in India and acquisitions.
In 2024, Apple sold nearly 57 million iPads, maintaining its position as the market leader despite a decline in market share to 38.6%. The overall tablet market grew by 9.2% to 147.6 million units, with Xiaomi and Huawei achieving significant sales increases, particularly Xiaomi, which sold 9.2 million tablets, a 73.1% rise from the previous year. Samsung followed in second place with 27.8 million Galaxy Tabs sold, while Lenovo and Huawei each surpassed 10 million units, with Huawei capturing a 7.3% market share.
Huawei surpassed Apple in smartphone sales during Q4 2024, capturing an 18.1% market share, driven by the successful launch of its Nova 13 and Mate 70 series. Xiaomi followed closely with 17.2%, while Apple held 17.1%, hindered by regulatory challenges in China. The overall smartphone market in China saw a slight annual increase, with local brands gaining significant ground. Apple’s shares fell 3.2%, marking a decline of nearly 9% since the start of the year, as analysts downgraded its stock ratings.
SentinelOne faces mixed analyst sentiment as UBS downgrades the cybersecurity firm to Neutral with a $25 price target, citing limited growth catalysts and competitive pressures. In contrast, Oppenheimer initiates coverage with an Outperform rating and a $32 target, highlighting improved leadership and significant growth potential in the non-endpoint market.
SentinelOne experienced mixed analyst sentiment as UBS downgraded its rating to Neutral and lowered its price target to $25, citing concerns over growth catalysts and competitive pressures. In contrast, Oppenheimer initiated coverage with an Outperform rating and a $32 target, highlighting the company's improved leadership and potential for growth in the non-endpoint market. This divergence reflects differing outlooks on SentinelOne's near-term prospects and market positioning.
LENOVO GROUP
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The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
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