Thanks Josh, any guesstimate when any of those more than 5 whales would begin to market their hinged products in the European and North American markets?
You do realize that the assumed subject matter is China-only manufacturers of cellar devices?
And, more importantly, there are about 30 different manufacturers of cellular devices in China alone.
Some of these manufacturers may be contract manufacturing the exact same thing. Some may be small or unique operations and unknown outside of China. Therefore, the impact of "at least six" could be far less than one might suspect.