Happy digging!
Understandably, Elabs needs to stay out of the limelight and give manufacturers credit for new functionalities and features.
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Honor is launching a new product line on April 10th, which includes a few products seen at MWC.
It’s probably likely that there’s nothing “special” or new for Elabs in this, but there’s always that small chance / spark of hope when talking about a new product line (?).
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Here’s February broken down a bit more:
The CAICT data also highlighted the success of 5G technology, with shipments totaling 18.0 million units, marking a 44% year-over-year increase. Local brand shipments saw a significant jump, with 17.0 million units shipped, a 44% rise from the previous year, despite a 26% month-over-month decrease. In contrast, foreign brands, led predominantly by Apple, experienced a more modest year-over-year growth of 9%, shipping 2.6 million units,
The subsidies, effective from January 20, 2025, offer a 15% discount on smartphones priced below 6,000 RMB, capped at 500 RMB. These incentives have primarily benefited domestic brands, but foreign brands like Apple have also seen a boost in sales, outperforming the typical February downturn
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A small comment about Carnegie’s Pisa. nice to know
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“Elliptic Labs grew its smartphone business by 144% in 2024, launching on 66 models. In 2025, we’ve just signed our third expansion contract, adding another 11 smartphone models. This brings the total to a minimum of 41 models scheduled for deployment over the next 12 to 15 months,” said Laila Danielsen, CEO of Elliptic Labs.
“signing 41 models so early in the year is excellent for elabs”. If the year continues at this pace, growth will only accelerate from last year… 100m NOK revenue from phones is a given.
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News of the case is spreading cautiously
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Laila liked a comment. The last time was last year, when I hinted that we would probably see Elabs in Intel’s Unison. That was correct then.
I appreciate it.
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A little buzz on the buying side as well
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I guess this will indeed be canceled due to that new mess.
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While tariffs are overall negative for the sector, here are a couple of thoughts that might also present opportunities for Elabs’ customers:
- Customers prefer local brands in China
- Possible export restrictions for Korean phones etc. (Samsung)?
- Chinese phones, PCs, etc. are currently, to my understanding, subject to lower US tariffs; Trump had revoked these as part of the 90-day pause
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In the Chinese phone market, Xiaomi had almost 40% growth…
Huawei faced intense domestic competition in the opening quarter of 2025 from smartphone rival Xiaomi, which moved to the top spot in China’s market, data from IDC showed.
Despite Huawei’s shipments increasing 10 per cent to 12.9 million units and share rising by 1 percentage point to 18 per cent, it fell to second place.
Xiaomi regained first place after nearly a decade, IDC stated, with its shipments growing 39.9 per cent to 13.3 million units. Its market share increased by nearly 5 percentage points to 18.6 per cent.
Oppo and Vivo recorded 3.3 per cent and 2 per cent growth, respectively, and their shares were stable at 15.7 per cent and 14.4 per cent.
Apple’s sales fell 9 per cent to 9.8 million, as its premium pricing prevented it from capitalising on the subsidies, said Will Wong, senior research manager at IDC Asia Pacific. Its share dropped to 13.7 per cent from 15.6 per cent.
Overall market shipments in Q1 increased 3.3 per cent year-on-year to 71.6 million units, aided by government subsidies introduced in January, driving a sixth consecutive quarter of growth.
Rising US-China trade tension and tariff hikes, however, are expected to raise new challenges, such as higher costs and tighter consumer budgets, the research outfit noted.
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Also, the annual report came out last night
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At least Lenovo’s account liked the suggestion… if only we could get Mr. YY excited
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From this morning’s stock exchange announcements, I picked another one for this. This certainly tells of Elliptic Labs’ “standardization” into a de facto product in Android phones. This means some larger OEM customer wants to continue with email notifications instead in the future. So, slowly but surely moving forward.
It is probably not out of the question that the entire cost basis could be covered by phones alone, e.g., starting from 2026. This year, 100m NOK from phones still seems quite realistic. Nicely, the risk level is decreasing, as there are quite a few manufacturers from whom revenue is coming.
The same on the PC side would, of course, be the jackpot.
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Same video
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Here’s a brief delve into the patents for the Tap sensor and smart keyboard. These patents offer interesting reading about all that can be achieved with acoustic signals and a Deep Neural Network.
It’s worth occasionally glancing at patents, as often a product comes out of them later (not always, of course).
There are so many patents that by reading them one gets an idea of how versatile this technology is.
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SHIPMENTS OF FOREIGN BRANDED PHONES INCLUDING APPLE IPHONES WITHIN CHINA DOWN 49.6% Y/Y AT 1.89 MILLION HANDSETS IN MARCH.
CHINA’S CAICT: MARCH DOMESTIC MOBILE PHONE SHIPMENTS AT 22.765 MILLION UNITS, UP 6.5% Y/Y.
CHINA’S CAICT: JAN-MARCH DOMESTIC MOBILE PHONE SHIPMENTS AT 69.67 MILLION UNITS, UP 3.3% Y/Y.
The trade war benefits Android manufacturers in the Chinese market as iPhone sales plunge. It remains to be seen if the phenomenon continues in Q2.
Here’s a reminder about the markets geographically.
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