Digging through Huawei annual reports and press releases to understand how Huawei's consumer business performed in relation to the wider group http://renaissancechambara.jp/2016/04/04/huaweis-expansion-into-smartphone-market/

1. Huawei smartphones and
their role in the performance
of the parent company

2. Huawei’s consumer business percentage
growth over time
Huawei isn’t like other businesses. It is based around worker
participation in profits with Chinese colleagues benefiting from
profit share. It is a private company so it’s numbers don’t have
the same level of disclosure requirements as public companies.
It’s books are audited.
I went through press room disclosures and their public annual
reports to compile this chart. Percentage changes were more
interesting to me as it is a big company.

3. Huawei’s consumer business percentage growth over
time
-40
-20
0
20
40
60
80
100
2009 2010 2011 2012 2013 2014 2015
% of Total group revenue YOY % iincrease in devices shipped YOY % increase in smartphones shipped YOY % increase in revenue / device

4. Consumer devices shipped
0
20000000
40000000
60000000
80000000
100000000
120000000
140000000
160000000
180000000
200000000
2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
Smartphones shipped Non-smartphone consumer devices shipped

5. Consumer Average Revenue / Device
0 20 40 60 80 100 120 140
2009
2010
2011
2012
2013
2014
2015
By comparison, Techinsights estimated Bill of Materials for a 16GB iPhone 6S
is $245
Average revenue / device ($)

6. Overall sector outlook
-20
0
20
40
60
80
100
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
Consumer Technology % growth (Various)
Smartphones Tablets Smart TVs

7. Macro-economic data
-2
-1
0
1
2
3
4
5
6
7
8
9
2012 2013 2014 2015 2016 2017
GDP Forecast (World Bank)
Global
China
U.S .
Eurozone
Developing World excluding BRICs
-3
-2
-1
0
1
2
3
4
5
6
2012 2013 2014 2015 2016 2017
Retail sales (various sources)
Global U.K. U.S. Eurozone

8. About me
Amazon author page: amzn.to/1SeO5Il
LinkedIn page: linkedin.com/in/gedcarroll
About: renaissancechambara.jp/about
Blog: renaissancechambara.jp
Email address found here: scr.im/renaissance
Twitter account: @r_c
Sina Weibo: renaissancechambara
WeChat

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