According to Strategy Analytics, while global tablet shipments are down by -7% Y-o-Y in Q2 2019, Huawei manages to see a 4% Y-o-Y increase despite the current trade war, even if demand might shift to other vendors, namely Samsung and Lenovo.
"Samsung and Lenovo shipment growth exceeded market performance, yet still showed declines of -1% and -6%, respectively," the analyst says. "Samsung has been stabilising its tablet shipments over the last couple of quarters, but this is a big opportunity to regain some customers as we enter a period where Huawei will face significant headwinds outside of China. Lenovo also stands to benefit from this change in the competitive landscape, but I’m concerned that if the trade war widens, Lenovo could be among a group of Chinese companies that are targeted by the Trump administration.”