Industry Revenues:

• Mobile phones: approx. 75%
• Accessories and other electronic products: approx. 15%
• Services (including software): approx. 10%

TOP 3 Markets:

• Africa: approx. 60%
• Asia (excluding China): approx. 20%
• Middle East: approx. 10%

Shenzhen Transsion Holdings Co., Ltd. is primarily known for its mobile phone brands such as TECNO, itel, and Infinix, which are very popular in emerging countries. The largest market share is in Africa, where the company holds a leading position. In Asia, especially in countries like India and Bangladesh, Transsion has also gained significant market shares. The Middle East represents another important market where the company is continuously growing.

Production Sites: Shenzhen, China; Addis Ababa, Ethiopia; Dhaka, Bangladesh

Shenzhen Transsion Holdings Co., Ltd. mainly produces its products in Shenzhen, China, where the company's headquarters are also located. Additionally, the company has production facilities in Addis Ababa, Ethiopia, and Dhaka, Bangladesh, to better serve the demand in the African and Asian markets.

This geographical distribution enables Transsion to optimize production costs and shorten delivery times, which is particularly important as the company operates in rapidly growing markets.

Market Expansion in Africa and Asia: Continued Focus on Emerging Markets
Product Innovation: Introduction of New Smartphone Models and Technology Upgrades
Diversification: Expansion of Offerings in Household Appliances and Consumer Electronics

Shenzhen Transsion Holdings Co., Ltd. is pursuing a strategy that is heavily focused on the exploration and consolidation of markets in Africa and Asia. The company has already established itself as a leading provider of mobile phones in these regions and plans to expand its market share through targeted marketing strategies and partnerships.

Another key focus is on continuous product innovation. Transsion is investing in research and development to bring new smartphone models with enhanced features and technologies to the market. This is intended not only to retain the existing customer base but also to attract new customers.

Additionally, the company is diversifying its product portfolio by expanding into the household appliances and consumer electronics sector. This diversification is aimed at stabilizing growth and tapping into new revenue sources.

Main raw materials: Rare earths, lithium, copper, plastic

Countries of origin:

• Rare earths: China, Australia
• Lithium: Chile, Australia
• Copper: Chile, Peru
• Plastic: Saudi Arabia, USA

Shenzhen Transsion Holdings Co., Ltd., known for the production of mobile phones, sources a variety of raw materials essential for the production of electronic devices. Rare earths and lithium are crucial for the manufacturing of batteries and electronic components. These materials are mainly imported from China and Australia, as these countries are leading in the production of these raw materials.

Copper, another important raw material for electronics manufacturing, is mainly sourced from Chile and Peru, as these countries are among the largest copper producers worldwide. Plastic, used for casings and other components, is often imported from countries like Saudi Arabia and the USA, which have a strong petrochemical industry.

Market Share in Africa: Over 40% (2024)
Revenue Growth: 18% (2024)
Research and Development Ratio: 6% of revenue (2024)

Shenzhen Transsion Holdings Co., Ltd. has a significant competitive advantage, especially in the African market, where the company holds a market share of over 40%. This dominance is mainly attributed to adapting their products to local needs and price sensitivity.

In 2024, the company experienced a revenue growth of 18%, indicating strong demand for their mobile devices and an effective market strategy. Another advantage is the continuous investment in research and development, accounting for 6% of revenue. This allows Transsion to develop innovative products and differentiate itself from competitors.

Additionally, Transsion benefits from a strong brand presence and a well-established distribution network in African countries, making market entry challenging for new competitors.

Institutional Investor Share: Approximately 30% (estimated for 2025)
Insider Buys/Sells: No significant transactions in the last year (estimated for 2025)

The institutional investor share in Shenzhen Transsion Holdings Co., Ltd. is estimated to be around 30%. This estimate is based on the typical ownership ratios of comparable companies in the industry and the most recent available data.

Regarding insider buys and sells, there have been no significant transactions publicly disclosed in the last year. This suggests that the management and other insiders are currently not making any significant changes to their holdings.

Market share of Shenzhen Transsion Holdings Co., Ltd.: 7.5% (2025, estimate)

Top competitors and their market shares:

1. Samsung Electronics Co., Ltd. - 20.1%
2. Apple Inc. - 18.9%
3. Xiaomi Corporation - 12.5%
4. OPPO - 10.3%
5. Vivo - 9.8%
6. Huawei Technologies Co., Ltd. - 8.2%
7. Shenzhen Transsion Holdings Co., Ltd. - 7.5%
8. Realme - 5.4%
9. Lenovo Group Ltd. - 4.1%
10. Honor - 3.2%

Moat of Shenzhen Transsion Holdings Co., Ltd.:

Shenzhen Transsion Holdings Co., Ltd. has particularly established a significant moat in the African markets. The company is known for its affordable mobile phones tailored to the needs of African consumers, such as long battery life and dual-SIM functionality. This has positioned Transsion as a leader in these markets.

Compared to larger competitors like Samsung and Apple, which have strong brand recognition and extensive research and development resources, Transsion's moat is geographically limited. While Samsung and Apple are global leaders, Transsion has a strategic advantage in specific emerging countries.

Other companies like Xiaomi and OPPO also have strong market positions through aggressive pricing strategies and innovative products. Therefore, Transsion's moat is significant but limited in its reach and impact compared to the global giants.

Revenue Growth: 18% (2024) Profit Growth: 14% (2024) Market Share in Africa: 40% (2024)

Shenzhen Transsion Holdings Co., Ltd. recorded an impressive revenue growth of 18% in 2024, attributed to its strong market presence in Africa and continued expansion into other emerging markets. The company has established itself as a leading provider of mobile phones in these regions, underscored by a 40% market share in Africa.

The profit growth of 14% during the same period indicates that Transsion is not only able to increase revenue but also improve profitability. This suggests an efficient cost structure and successful product strategies.

Additionally, the company is investing in research and development to develop innovative products that meet the needs of local markets. These strategic investments could lead to further strengthening of the market position in the long term.

Overall, these factors indicate that Transsion Holdings has a solid foundation for future growth, making the stock a potentially attractive investment.

Dividend Yield: 2.5% (estimated for 2025)
Dividend History: Regular payouts since 2020

Shenzhen Transsion Holdings Co., Ltd. has started distributing dividends regularly in recent years. The dividend yield for 2025 is estimated to be around 2.5%, based on current market conditions and past payouts.

Since 2020, the company has followed a consistent dividend policy, indicating a certain reliability in its payouts. This stability is supported by the continuous revenue growth and strong market position of Transsion in African and Asian markets.

Analysts expect the company to maintain its dividend policy unless significant market changes or internal challenges arise.