ten

Ten years later, Xiaomi has recovered the smartphone crown in China. And he has done it more huawei than ever

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Ten years later, Xiaomi has recovered a crown that had been taken away: that of his native country. The company has just exceeded Huawei and is, at least in this first quarter of 2025, The first mobile brand in China. The key to get it, curiously, is increasingly Huawei. An overwhelming annual growth. Regarding the same quarter of 2023, Xiaomi has grown no less than 40%. Huawei does it in 12%, and I live in 2%. In total, the company sent 13.3 million phones in its native country, very close to 13 million Huawei. These figures make Xiaomi recover a first position he did not enjoy for a decade. Its scenario is favorable: Chinese brands They are the only ones that grow in their native country, and if this Xiaomi trend will be easy to strengthen its position. The reasons for success. According to Canals, the growth of Xiaomi is helped by national subsidy policies and a rebound of the Chinese consumer consuming even more national company in full tariff war. Beyond the support of your country, analyzing Xiaomi’s strategy helps to understand its success. A quite similar to that of the rival that follows more closely: Huawei. Xiaomi has a price of price very consistent in China through the different distributors, and a product diversification that drives you to continue growing as a brand. Its product portfolio has long stopped focusing only on the mobile: they are introduced into the electric carthe Aiot world, and especially in China they have a very interconnected portfolio with Hyperos. Xiaomi is stop selling only product: Sell ​​ecosystem. Boom (for a long time) of national brands, solid product strategy, Pricing aggressive and a strong ecosystem. It is no accident: the two brands that grow the most in China and lead this market bet on these pillars. The importance of AI. Deepseek is having a fundamental role in Chinese mobile sales. While in Europe we bet on Gemini and Chatgpt on Android, in China the integration with Depseek is quite deep. From Canalys they point out that the arrival of this model of AI is reviving the interest of consumers, and that mobile phones already represent 22% of shipments in continental China. In the case of Xiaomi, Depseek is integrated into Hyperos to enhance its Super Xiaoai assistant, integrating the functions of deep thinking (R1) within the operating system itself. The current Chinese podium. After Xiaomi’s victory, photography in China is the following, at least in the first quarter of the year. Xiaomi, 19% market share Huawei, 18% market share Oppo, 15% market share LIVE, 10.4 MARKET FEE Apple, 9.2% market share In full tariff war, Apple will have it difficult to grow in China. In fact, in this first period of the year, its fall is 8%. On the side of Chinese brands, Oppo is the only one that does not grow. Xiaomi, Huawei and Vivo start the year in positive. An independent market. The presence of Chinese mobiles in Europe is remarkable. So much that Xiaomi, Vivo and Oppo occupy the third, fourth and fifth position of the podium in the first quarter of 2025, Behind Samsung and Apple. But the Chinese market is different. It’s a Market with special weight of national technology, and a hyperdigitized retail channel that allows it to be even more competitive in price. The context of tariff crisis will only push national brands, throwing the doubt what will happen with Apple that has been losing ground in China for years. Image | Xataka In Xataka | The new Chinese tariffs are a mosquadilla for Apple. It is just what Huawei needed to dominate Asia

Costco turns ten in Spain. Has not yet won a single euro

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Costco has completed a decade of operations in Spain without having declared benefits, and therefore, without having paid a single euro in companies, according to its annual accounts and what was published by Digital economy. The figure. 143 million euros. This is the accumulated amount of losses that the Spanish subsidiary of Costco has declared between 2014 and 2023. However, its sales have multiplied by five since 2017, reaching 544 million euros in 2023. It has also increased its physical presence with five new hypermarkets, plus two others under construction. It has expanded its partner base to 650,000 (24% more than the previous year). Employ 1,256 people in Spain. It is building A logistics center in Guadalajara where he has invested more than 50 million. Why is it important. This case is an example of a common strategy among multinationals: artificially maintain red numbers in specific markets to avoid local taxation, while their operations and market presence increase. The company itself acknowledges in its accounts that “it has not had to satisfy any amount for societies tax in Spain”, adding that its greatest contribution has been “the generation of local wealth.” The money trail. Costco does not publicly detail which mechanisms to maintain constant losses despite its growth, but the usual strategies include: Loans between subsidiaries with high interest. Canons for the use of brand, technology or know-how. Transfer prices in purchases to other subsidiaries. Strategic Business Costs. The trend. The US matrix continues with its expansion in Spain, despite losses. The group has reduced its red numbers up to 7.7 million in 2023 (its best historical result), and the company projects that will continue with losses “until it reaches a market penetration and sales level”. Said in Román Paladino: until it has grown enough. The general panoramic. This strategy is not exclusive to Costco. Large multinationals such as Amazon, Starbucks or Ikea have resorted to different fiscal engineering mechanisms To reduce their taxation in the countries where they operate, within legality but they are not some controversy. Meanwhile, the Spanish client seems oblivious to these fiscal ins and outs: the 650,000 members who pay their annual fee to access the costco prices continue to increase, a sign that their model works independently of the declared red figures. Outstanding image | Costco In Xataka | Themu seemed unstoppable. His latest results begin to question his model

“China has been in the electric car for ten years”

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Year 2017, Ford announces that it will invest 4.5 billion dollars to completely transform the brand. The year and Mark Fields have just begun, then CEO of the company, confirmed that they would invest in electric cars and completely autonomous driving. In five years would launch 13 more or less electrified models And in 2021 they would have a completely autonomous car in the market. Just a few months later, Tesla’s price (then raising the launch of Tesla Model 3) surpassed Ford. Undoubtedly, the strength of Elon Musk’s had pressed a company with more than a hundred years behind him and responsible for launching the First big mass car in their country to invest strongly in a completely foreign technology for them. We are in 2025, Ford has launched the market Ford Mustang Mach-Ehe Ford F-150 Lightning (an electric pick-up) in the United States and, recently, the Ford Explorer and the Ford Capricars that are actually different bodies of the same vehicle. With fewer spotlights, the Electric Ford Puma. In addition, they have decided leave the company in two in what they have called Ford Model E (electric and software) and Ford Blue (combustion). The idea is to function as a rocker and that the weight that now falls to Ford Blue is balanced until falling on the side of Model E in a transfer of powers of combustion to the electric. All that strategy, however, does not go through a good time. Jim Farley is now the Ford CEO and has strong opinions about the moment the company is living. Burning 2,000 million dollars It is the cost to be paid for a strategy that is not working. In the last presentation of results, Farley has confirmed that the company provides a decrease in the expected benefits of 2,000 million dollars. Collect in Bloomberg that in 2025 do not expect benefits (before tax) above 8,500 million dollars and that could be below 8,000 million dollars, far from the 10.200 million dollars collected in this item in 2024. Since last summer , the company’s actions have suffered a hard adjustment, losing its value more than 35%, as a consequence of the bad expectations collected with each new report. Ford has to face a market, that of the electric car, where the margins of benefits are scarce or have vanished given the sales volumes with which these companies work. But, in addition, its CEO ensures that the cars they like in the United States are the opposite of what an electric car should be. They are clients who “have very demanding cases for an electric vehicle. They tow, drive out of the road, make long road trips. These vehicles have worse aerodynamics and are very heavy, which means Very large and expensive batteries“, Farley says that It is not the first time which points to large vehicles are a problem for electrical technology. In fact, this approach is those that have cost 1.9 billion euros to the company. In full fever from the gigantic electric car, Ford launched a seven -seater electric explorer. The car should fight with the great American SUVs from electrical technology. Last summer of 2024, Ford confirmed that he canceled that development and that he would not launch the car to the market because there was no demand. Since then, the company’s CEO ensures that this type of cars need gigantic batteries, very expensive to produce and more complicated to make profitable. That is why the intention is to sell the smallest possible electric cars. The problem is that the company itself has decided to start the house for cars such as the Ford Mustang Mach-E or the Ford F-150 Lightning. Rest in peace the Ford Electric Explorer of seven seats. The other alternative is directly Learn from China. The Asian country has managed to position itself as the most leading country in this technology and, in fact, Farley himself has been the first to praise his way of working and in Confirm that Ford is shining His cars to understand how they got their competitive advantage. In words a The New York TimesFarley said that China is 10 years ahead in the manufacture of batteries which gives them a strategically more advanced position and, therefore, do not have to face the enormous economic difficulties facing companies such as yours. To this Chinese competition, American car manufacturers have now to face a possible commercial war that could seriously increase their products. The Ford Mustang Mach-E, for example, is also manufactured in Mexico and must be taken into account that Steel and aluminum tariffs They will also end up uploading the final price of the product. Regulatory changes that have not been contemplated in the last presentation of results. Ford’s hopes are put in BlueOval Citya huge factory that has cost 5,600 Millions of dollarsdesigned in 2021 and subsequently projected under the umbrella of the Inflation reduction law by Joe Biden. A program that, now, is in the air with the arrival of Donald Trump to power. With that program they hope to produce batteries at lower cost in the coming years. However, Farley is clear: in China they have been in China to the United States and, at the moment, there is no American company that can match in benefits and load time the batteries of Catl. Photo | Ford In Xataka | Ford is clear that the future of the European car is electric. And also that you will say goodbye to 4,000 employees for it

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