The tension with the USA and the disappearance of Google Services from its latest devices has certainly damaged Huawei: but it has not stopped its growth. Between January and June 2020, the Chinese giant reported a 13.1% increase in revenue compared to the previous year, and now thanks you have data provided by Canalys we know it has just reached a historic milestone.
For the first time in history, Huawei is in fact the manufacturer that shipped multiple smartphones over the course of a quarter, thus surpassing Samsung. A result that, apparently, was driven by the wind of the pandemic. Huawei's strength lies in the consolidated leadership within the huge Chinese market, which by paradox has been affected much less than many others by the economic crisis linked to the health emergency, which is why Samsung instead took the hit, but without going in crisis: the figures for the last quarter are solid, and the mobile division managed to remain growing despite the slowdown in sales.
According to analyst Ben Stantan of Canalys it is a "extraordinary result that few would have expected a year ago. If it hadn't been for COVID-19, it wouldn't have occurred. Huawei has taken full advantage of the Chinese economic recovery to restart the smartphone business".
It is not said, therefore, that Huawei's leadership is destined to last even when conditions have normalized: but not even to crumble. The ability to resist the pressures due to the US ban and the pandemic, benefiting from it, is however a proof of the resilience and flexibility that the company is capable of: all things that please shareholders. And above all the first, concrete sign of the fact that Huawei's business can be penalized by external factors and a certain isolation, but without being truly destabilized by it.