"Chinese apps, content, and services giants have grown to a user base of nearly a billion users globally. It is almost rivaling major OEMs or smartphone platform vendors. Further, players such as ByteDance and Tencent are seeing 40-60% of the users’ share of digital lives spent in their ecosystem. This is prompting these tech giants to build their own hardware with tightly integrated apps, content, cloud, and services which are visible front and center in the hardware. Mobile Gaming and Video are two sticky and lucrative services which these players aim to monetize. Aswe predicted a few years ago, Hardware-as-a-Distribution (HaaD) is going to be important for many of these tech giants to attract premium and highly engaged users. It will allow users to immerse themselves in the company's experiences further, creating more value for everyone. While this play is warranted, the volumes initially might be still niche, and sales might not cross more than a few million units in the first few years." – Neil Shah