China Smartphone Corp Day key takeaways

■ Xiaomi, Sunny and Will Semi drew the most investor interest due to their
leading market positions and robust earnings prospects.
■ Investors’ key questions were on component shortage, Covid-19 impact on
India handset market, spec upgrades, and fast growth of the EV market.
■ Our top picks Xiaomi, Sunny and Will Semi reiterated that their robust
shipment guidance remains intact due to continued market share.