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Trump emerges over a successful global impetus of Chinese players

Xiaomi stand at the 2025 Mobile World Congress in Barcelona, ​​Spain.

Arjun Harpal | Cnbc

Barcelona – Long US President Donald Trump clashes with China over technology and trade that are being emerged over Chinese smartphone suppliers that have grown in the world over the past few years, creating uncertainty due to whether some of these companies focus on Washington, like Huawei.

At the Mobile World Congress (MWC) in Barcelona, ​​Chinese electronics players with Xiaomi To honor and OPPO were in force, demonstrating their latest devices. Xiaomi even had its last electric car – Su7 ultra – At the exhibition, what it looked to create a noise.

Xiaomi also launched a high -end smartphone while Honor announced the $ 10 billion investment in II. OPPO advertised their AI privacy features and other little -known players such as TECNOs owned by Transsion opened products such as AI glasses.

Huawei also attended and showed Mate XT, Trifold smartphone which he launched in international markets like graphs of a very careful return to the global sphere.

To a certain extent, Huawei serves as a cautious fairy tale for other Chinese players. Shenzhen’s company with headquarters once was the largest supplier of smartphones in the world crushed his business -bizes.

Just as Huawei seeks to immerse his toe into the international sale of smartphones, while other Chinese players grow up quickly, Trump returned to the White House again, which is likely to obscure the presence of these companies in MWC, according to Ben Wood, the CCS I INSIGT.

“I think, unfortunately, for Huawei, like they begin to stand on their feet, the re-emergence of Trump and its overall strategy for” America at first “and pressure on the Chinese, not only affects Huawei, but also affects all Chinese manufacturers who will be in MWC,” said Wood CNBC.

“I think it will be a lot of elephants in the MWC room regarding a huge amount of investment and lush costs of Chinese manufacturers, and the shadow of what will happen in the coming months hang over them.”

Xiaomi, Oppo and Honor were not immediately available for comments when referred to CNBC.

Chinese players have been a feature of MWC for several years when they expanded their mark in the world. Now eight of the top 10 smartphone players with the China headquarters, according to CANALYS. For example, Xiaomi third in the world.

Xiaomi has shown its new SU7 electric car in the Mobile World Congress in Barcelona, ​​Spain.

Arjun Harpal | Cnbc

Xiaomi grew in Europe, and others, like translation, focused on developing markets. With this success, the potential for further control is also coming, Wood said.

“The danger to these manufacturers is that if they put their heads too far over the parapet, they will start close control from the US administration,” Wood said.

“So I think they have to go through a thin line in Barcelona and make sure they don’t make too much noise because the last thing they want is a child poster for Chinese technology and becoming the latest coordinating center for Trump and his advisers.”

So far, Trump has focused on raising tariffs on Chinese imports. But there was little action on the technology restriction. According to previous President Joe Biden, Washington has brought several rounds of restrictions, which are supposed to disable access to China to advanced technologies in areas such as semiconductors.

The main attention in Europe

Other analysts agree that there is a risk of reinforcement, but indicate a couple of key reasons why other Chinese manufacturers may not be limited to what Huawei was.

Francis Geranim, Vice President according to the data and analytics of the International Data Corporation (IDC), said Chinese brands focus its efforts rather than the US, which can help reject close attention from Washington.

“They (Chinese players) certainly have no chance of selling in the US, but if they continue to navigate Europe, I don’t think it is a risk, and I don’t think it will come to the US administration that countries in Europe should stop selling Xiaomi or any other brand,” Jeronimo CNBC said.

“I don’t think there is a great risk because they are not focused on US consumers.”

Honor announced $ 10 billion in AI investment under the name Honor Alpha Plan at the 2025 Mobile Congress in Barcelona.

Arjun Harpal | Cnbc

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