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Lucas Zhong

Lucas Zhong

RESEARCH ANALYST
Lucas Zhong works as a Research Analyst based in Canalys’ Shanghai office. He is responsible for smartphone and IoT market tracking and estimates with a particular focus on East Asian markets. He conducts research with the global team and delivers insights about industry dynamics. Recently, Lucas has been at the forefront of research involving the integration of generative AI into smartphones and vendors' ecosystems. His role encompasses a comprehensive analysis of future trends and current progress in this cutting-edge domain, providing a forward-looking insight into the evolving landscape of technology. With a bachelor’s degree in Business Administration from Shanghai University and a Bachelor of Business degree from the University of Technology in Sydney, Lucas spent a quarter as an intern at Canalys before taking a step up to become a full-time analyst. He is fluent in Mandarin and English.

Latest blogs and PR by Lucas Zhong

AI-capable smartphones: what drives the Chinese market and where is it heading?

Mainland China’s AI-capable smartphone penetration soared in 2024, driven by local vendors’ rapid progress in model optimization, open ecosystems, and privacy frameworks. Canalys discussed the three development stages of on-device AI product monetization in our “Now and Next – AI capable Smartphones” report. The first stage –

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Wearable AI: vendor strategies and the path to the future

This blog explores how AI is revolutionizing wearables and the strategic moves of key players like Google, Samsung, ZEPP and Suunto.

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Decoding Mainland China's AI trends and potential in smartphones

The blog breaks down Chinese local vendors' advantages over their overseas competitors, explores their challenges and discusses their current AI progress and possible next moves.

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The arrival of smarter smartphones

The latest Canalys forecast published 22 November, shows we expect less than 5% of smartphones shipped in 2024 to be AI-capable, but that still means AI-capable smartphones will hit around 60 million shipments in 2024, while there will be 53 million units of AI-capable PCs in the same year. A17 Pro was not included at the time of publishing.

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OnePlus finally enters OPPO’s offline channel, but will it cause cannibalism?

Canalys’ view of the potential cannibalism between OPPO and OnePlus as OnePlus enters OPPO’s offline channel.

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Mainland China’s smartphone market grew 5% in Q1 2025, Xiaomi returned to top after decade 

Mainland China’s smartphone market records 4% full-year growth in 2024, led by vivo 

vivo retains top spot as Mainland China's smartphone market grows 4% in Q3 2024

Local vendors dominate top five for first time, as Mainland China smartphone market grows 10% in Q2 2024 

Mainland China smartphone market picks up in Q1 2024, Huawei soars to regain lead 

Global smartphone market starts 2024 strongly with 11% growth in Q1

Mainland China's smartphone market decline narrows to 1% in Q4 2023, Huawei back to top four

Global smartphone market drops just 1% amid resurging regional demand 

A close race ahead in Mainland China smartphone market after 5% shipment decline in Q3 2023 

A 5% drop sees Mainland China’s smartphone shipment decline easing in Q2 2023 

Global smartphone market declined by 13% in Q1 2023 

Mainland China’s smartphone market shrunk by 11% post-reopening 

China’s smartphone market full-year shipment hits a 10-year low