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Startup in Malawi Bets on Chinese Tech to Power an EV Shift

For years, Malawi, the world’s fourth-poorest country, has suffered from chronic fuel shortages. However, in a sunbaked workshop on the outskirts of the capital, Lilongwe, a team of local electric vehicle (EV) technicians is working to overcome this anomaly. Huddled around ...

Africa EV Digest: Morocco Secures $282 Million Chinese Battery Plant as Africa Pushes Deeper Into EV Supply Chain

This is a free preview of the upcoming Africa EV Weekly Digest, part of the new CGSP Intelligence service launching in Summer 2025. Topline Insight Chinese battery materials giant Tinci Materials ...

Chinese Brands Spark Rebound in SE Asia Smartphone Market

Canalys’ latest research reveals that Southeast Asia’s smartphone market rebounded in 2024, with vendors shipping 96.7 million units – up 11% year on year after two years of decline. OPPO led the market for the first time, capturing an 18% share ...

Heightened Competition in the African Phone Market Weighs on Transsion Profits

Shenzhen-based mobile phone giant Transsion Holdings has dominated the African market for over a decade, outpacing Samsung, Apple, and a handful of other Chinese brands. But now, the maker of Tecno, Itel, and Infinix brand phones say their rivals are catching up and hammering the company's profits. ...

Crisis at “Africa’s Phone King” After Chinese Authorities Detain Transsion CFO

Shares of Chinese mobile phone giant Transsion Holdings bounced back in early Shanghai trading on Wednesday, following a massive sell-off of the stock triggered by news that the company's longtime CFO had been taken into custody by Chinese provincial authorities.

Analysis from Cobus van Staden

BRICS Announces Numerous New Initiatives

The BRICS group wrapped up its two-day leaders’ summit in Rio de Janeiro on Monday. The summit’s final communique is a 16,000-word doorstop that covers numerous issues from economics to education.
The communique avoids any direct mention of the United States, and references to “unilateralism” and other coded criticism are also relatively scarce. Rather, the communique keeps the focus on the BRICS’ vision of the strengthening and reform of the global multilateral system ...

WEEK IN REVIEW: China Props up Solomon Islands’ Budget With $20 Million Injection

The Indian government is planning to spend $1 billion to expedite the construction of 12 hydroelectric dams in Arunachal Pradesh, a sensitive region near the contested border with China. Beijing denounced the move and said New Delhi has "no right to build in that area and that ...

Chinese Phone Brands Benefit From Reduced Inflation in Global South, Shipments Jump 12%

Shipments of mobile phones around the world increased by 12% in the second quarter of the year compared to the same period in 2023, according to new data by the market research firm Canalys. While Samsung and Apple held on to ...

Chinese Firm Transsion Eyes Indonesia As Top Market, Owes Gaming Community For Success

Transsion Holdings, the world’s fourth largest smartphone maker, is now eyeing Indonesia as its number one focus market in Southeast Asia. Engaging gaming communities, improving after-sales services, and innovative marketing are among Transsion’s top strategies to beat competitors in the archipelago, according to managers in Carlcare, ...

Chinese Mobile Phone Giant Transsion Delivered Outstanding Financial Results, But Investors Still Ditched the Stock. Why?

Transsion, the world's fourth largest phone company that dominates the device market across large swathes of the Global South, shed a stunning $2 billion of its market cap in a single day last month after investors dumped the company's stock en masse. What's ...

The State of Chinese Tech in Africa With Benjamin Dada

For much of the past ten years, Chinese technology in Africa focused largely on devices and infrastructure. But today, the conversations also include issues related to governance, online services, and the emergence of artificial intelligence. ...

Smartphone Sales Rebounded Last Year in Mideast and African Countries, Led by Chinese Brands

Smartphone sales in the Mideast and Africa rose sharply last year, led by Tecno, a subsidiary of Shenzhen-based Transsion Holdings, which surpassed Samsung in market share for the first time.  Overall, sales in the region increased by 30% in Q4 2023 ...

Q&A: China’s Transsion’s Little-Known Phone Repair Business Thrives in Global South, Offers Clues To Sustainable Hardware Services

Carlcare, a post-sales repair service provider, is a little-known unit of Transsion Holdings, a Chinese maker of mobile phones beloved across Africa, India, and Southeast Asia. Like its parent company, Carlcare’s business is thriving in developing countries thanks to its adept localizing; in this case, tapping into ...
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