I'm not the person you replied to, but I suppose they mean competitors like Samsung, Motorola, Huawei and so on. It depends on whether you see a competitor as s

I'm not the person you replied to, but I suppose they mean competitors like Samsung, Motorola, Huawei and so on. It depends on whether you see a competitor as someone owning an app store or someone selling a physical device. I'm not sure "home markets" are really relevant for global entities like multinational companies.