According to new research published by our Country Share Tracker (CST) service, local vendor Xiaomi has grown its smartphone shipments by an impressive +1200% in China during the past three quarters up to Q2 2012. Its marketshare in the country has surged eightfold in just nine months. It is a super high-growth company. Xiaomi sits alongside Lenovo and TCL-Alcatel as a second wave of fast-growing Chinese brands trying to emulate the prior successes of ZTE and Huawei at home and abroad. We think the new Mi2 and M1s models launched by Xiaomi should be fairly well-received in China, due to competitive pricing and user-friendly UIs. It has been reported that 1 million "MiFen" (Xiaomi fans) pre-ordered the dual-core, mass-market M1s model recently -- this suggests Xiaomi's stellar smartphone growth is set to continue well into the third and fourth quarters of this year.
Which rivals will be most worried by Xiaomi's surge? Nokia, Samsung, ZTE, Huawei, Coolpad and even Apple will all be looking nervously over their shoulders in China. But growing at home is the easy part. Growing abroad will be the hard part. Distribution, marketing and operator negotiations always become significantly tougher in foreign climes. Xiaomi looks to be targeting Taiwan, Western Europe and other regions for international 3G / 4G growth next year. Big mobile operators, like Vodafone, Orange and Telefonica, should expect a knock on their doors any day now.