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.
Agreed.
> Of which there are several.
I count one (Google). Who are the others in the smartphone space that are viable competitors to Apple in either company's home market (USA)?