Chińskie marki smartfonów ograniczają dostawy do Rosji
To nie sankcje. Po prostu jest tak źle ze sprzedażą.

Wygląda na to, że szanse dla chińskich marek na rosyjskim rynku po wycofaniu się zachodnich producentów są obecnie niewielkie, a na Zachodzie dalsza obecność w Rosji raczej nie poprawi ich wizerunku.
Chiny nie popierają sankcji wobec Rosji i nie wstrzymały dostaw produktów ICT, jednak wygląda na to, że obecnie firmy z tego kraju niespecjalnie na tym skorzystają.
Jak donosi Financial Times, dostawy Xioami, Oppo i Huawei do Rosji zostały ograniczone co najmniej o połowę, mimo że na papierze na rynku zrobiło się sporo miejsca po tym, jak Apple i Samsung wstrzymały sprzedaż do kraju agresora (Samsung, Xiaomi i Apple to w 2021 r. trzy największe marki na rynku rosyjskim, a w sumie chińskie marki miały ok. 60 proc. udziału).
Powodem ograniczenia dostaw chińskich smartfonów do Rosji nie jest polityka, ale rynek – w Rosji z powodu zachodnich sankcji zrobiło się krucho z popytem, a załamanie kursu rubla sprawia, że ceny trzeba codziennie ustalać na nowo, aby uniknąć strat – jak zauważa analityk Counterpoint w „FT”. Twierdzi też, że nawet sami dystrybutorzy z Rosji, w każdym razie niektórzy, przestali zamawiać smartfony chińskich marek, bo ryzyko kursowe jest zbyt duże.
Wygląda więc na to, że działanie chińskich producentów smartfonów zgodnie z oficjalną linią władz w sprawie Rosji przyniesie korzyści raczej niewielkie (przynajmniej tak długo, jak obowiązują sankcje dławiące rosyjską gospodarkę – być może jest to pomysł na utrzymanie obecności na rynku z perspektywą większych korzyści, gdy kiedyś się odbuduje). Jednocześnie jednak marki, które mają ambicje pozostać w topie sprzedaży w UE, jak Xiaomi i Oppo, narażają się na problemy wizerunkowe za Zachodzie, kontynuując handel w kraju, który rozpętał wojnę na Ukrainie.
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Na idącym w dół rynku (-16 proc. w III kw. br.) kluczową umiejętnością dla producentów będzie pokonanie presji inflacyjnej.