China’s Stock Market Collapse

Smartphone Shipments in China

Here is data reported by Gamelook on select Chinese smartphone manufacturers’ shipments in 2014 and 2015:
Huawei: According to Gamelook, Huawei shipped 75 million smartphones in 2014, up 40% YoY. Huawei’s goal for 2015 is 100 million units and the company shipped 50 million units in 1H 2015.
Xiaomi: Xiaomi shipped 34.7 million units in 1H 2015, up 33% YoY, with a previously stated goal for 2015 80-100 million units. The company is unlikely to hit that forecast figure based on 1H results.
Meizu: Meizu shipped 8.9 million units in 1H 2015, up 540% YoY.
Lenovo: According to the company’s 1Q 2015 financial report, Lenovo shipped 18.7 million smartphones that quarter and forecasts 100 million in 2015.

China’s Inevitable Stock Market Collapse

The Chinese stock market bubble has burst, with the Shanghai Composite dropping 29% from the high set in early June. Other Chinese exchanges have also dramatically declined. This was inevitable, based on our observations of the frenzy around the 150% bull run of the past year.

Vietnam’s Mobile Games Focus

As shown by the 2nd such conference in 6 months, Vietnam is host to another mobile games conference this week. We think this shows that there is increasing interest in that country and other SE Asian countries for mobile games development and usage. If you are in the area, check out Mobile Game Asia.

Niko Partner’s Recent Report on Consoles

Niko Partners released our most recent report last week highlighting the sale of video game console hardware and TV-based gaming in China. GamesIndustry.biz, Gamasutra and Bloomberg are just a few of the news publications that shared our surprising discoveries about China’s console gaming trends, given the country’s lift of the 14-year console ban last year. If you would like to learn more, please contact us.

2015-07-10T12:14:47+00:00 July 10th, 2015|Categories: China, Vietnam|

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