Overview:
- Intel and Broadcom are two companies reported QoQ revenue decline in top 7
- SK Hynix and Micron reported over 30% YoY in Q3 2021 (SK Hynix 48%, Micron 36%)
TSMC maintains its market share leadership with strong sales growth in Q3 2021 driven by HPC and smartphone clients. Samsung also delivers strong Q3 from major clients. UMC is benefited from wafer price increases.
MediaTek maintained its market leadership in units during Q3 2021. Qualcomm, on the other hand, improved slightly on its shipment with better component supply. The major market share shifts during the quarter, were from UniSOC's strong penetration of 4G SoC market, and Samsung's further decline of shares suffering from IC shortage in its own brand and more outsourcing orders of 4G SoC.
Table of Contents:
- Semiconductor Top 7 by revenues, Q3 2021
- Foundry Industry Share by revenues, Q3 2021
- Smartphone AP Market Share by shipments, Q3 2021
Number of Pages: 1
Published Date: December 2021
Overview:
Our Q3 2021 Market Monitor report has been published. We release one infographic each quarter to summarize the mobile handset market activities in a single page.
Some quick observations on the smartphone market:
- The global smartphone market grew 6% QoQ but declined 6% YoY in Q3 2021, clocking shipments of 342 million units, down from 365.6 million in Q3 2020.
- Samsung retained the number one spot in Q3 2021 with its smartphone shipments increasing 20% QoQ to 69.3 million units.
- Apple's global shipments increased by about 15% YoY to 48 million units in Q3 2021 driven by persistent demand for the iPhone 12 series and the launch of iPhone 13 series.
- Xiaomi shipped 44.4 million units in Q3 2021, down 5% YoY and 15% QoQ as it was severely hit by the ongoing component shortages.
- realme achieved its highest ever shipments with 16.2 million units in Q3 2021. The record quarter came at a time when component shortages were at their peak.
Some quick observations on the feature phone market:
- Global feature phone shipments declined 16% YoY in Q3 2021 but grew 12% QoQ.
- The MEA region emerged as the biggest feature phone market with an increased share of 38% in Q3 2021 against 37% in Q3 2020.
- India slipped to the second position in the global feature phone market. However its market share increased from 36% in Q3 2020 to 38% in Q3 2021.
- Shipments in North America declined 44% YoY, followed by Europe where they declined 40% YoY.
- From a brand point of view, the global feature phone market remained stable with itel, HMD and TECNO retaining the top three positions respectively.
Table of Contents:
- Global Smartphone Shipments Market Share
- Regional Smartphone Market Share
- Global Feature Phone Shipments Market Share
- Regional Feature Phone Market Share
Number of Pages: 2
Published Date: November 2021
Overview:
Semiconductor Top 7 by revenues, Q2 2021
- Intel leads on laptop & server growth
- NVIDIA entry as GPU sales at all-time high
- Top 7 take 55% share
Foundry Industry Share by revenues, Q2 2021
- TSMC unchallenged with 59%
- Samsung Electronics grabs UMC & GF share
- Top 5 account for 90% share
Global Smartphone Chipsets Share by revenues, Q2 2021
- MediaTek maintains lead at 43%
- Qualcomm rises to 24% on high-mid end 5G
- Apple gets third with iPhone 12 momentum
- UNISOC has strong 1H with HONOR, realme 5G design wins
Table of Contents:
- Semiconductor Top 7 by revenues, Q2 2021
- Foundry Industry Share by revenues, Q2 2021
- Global Smartphone Chipsets Share by revenues, Q2 2021
Number of Pages: 1
Published Date: September 2021
Overview:
Our Q2 2021 Market Monitor report has been published. We release one infographic each quarter to summarize the mobile handset market activities in a single page.
Some quick observations on the smartphone market:
- The global smartphone market declined 9% QoQ but grew 17% YoY in Q2 2021, clocking shipments of 323.1 million units, down from 354.9 million units in Q1 2021.
- Samsung retained the top spot as the world's biggest OEM despite a 25% QoQ decline in its shipments to 57.6 million units in Q2 2021.
- Apple's global shipments declined by about 18% QoQ to 48.9 million units in Q2 2021, but it captured a record second-quarter shipment share driven by persistent demand for the iPhone 12 series.
- Xiaomi shipped over 52 million smartphones in Q2 2021, becoming the world’s second-largest smartphone brand for the first time.
- vivo's shipments grew 44% YoY to reach 32.5 million units in Q2 2021, driven by its strong performance in China.
Some quick observations on the feature phone market:
- Global feature phone shipments declined 19% QoQ in Q2 2021 but grew 21% YoY from a relatively small base in Q2 2020.
- The MEA region emerged as the biggest feature phone market with an increased share of 44% in Q2 2021 against 35% in Q1 2021.
- India slipped to the second position in the global feature phone market. Its market share declined from 38% in Q1 2021 to 24% in Q2 2021.
- Shipments in North America declined 76% YoY, followed by Europe where they declined 10% YoY.
- From a brand point of view, the global feature phone market remained stable with itel, HMD and TECNO retaining the top three positions respectively.
Table of Contents:
- Global Smartphone Shipments Market Share
- Regional Smartphone Market Share
- Global Feature Phone Shipments Market Share
- Regional Feature Phone Market Share
Number of Pages: 2
Published Date: September 2021
Overview:
Our Q1 2021 Market Monitor report has been published. We release one infographic each quarter to summarize the mobile handset market activities in a single page.
Some quick observations on the smartphone market:
- Global smartphone shipments grew 20% YoY but declined 10% QoQ to reach 354.94 million units in Q1 2021.
- India's smartphone market declined for a second quarter. However, Xiaomi continued to lead with a 26% share, growing 8% YoY driven by the Redmi 9 series.
- Samsung regained the top spot as the world's biggest OEM, replacing Apple, which saw a seasonal quarterly decline in shipments.
- Consequently, North America, Apple's biggest market, saw a steep quarterly decline in shipments.
- In Europe, however, the decline in Apple's shipments was significantly offset by the growth of Samsung and Chinese OEMs such as Xiaomi, OPPO and realme.
Some quick observations on the feature phone market:
- Global feature phone shipments declined 19% YoY and 15% QoQ in Q1 2021 after a relatively strong performance in Q4 2020.
- India remained the biggest feature phone market for a second quarter with an increased market share (38% in Q1 2021 vs 37% in Q4 2020).
- MEA continues to be the second biggest feature phone market despite a notably higher share (35%) compared to the last quarter(32%) when it was replaced by India.
- Shipments in North America declined 31% QoQ in Q1 2021 after a 22% QoQ decline in Q4 2020.
- From a brand point of view, the global feature phone market remained stable with itel, HMD and TECNO retaining the top three positions respectively.
Table of Contents:
- Global Smartphone Shipments Market Share
- Regional Smartphone Market Share
- Global Feature Phone Shipments Market Share
- Regional Feature Phone Market Share
Number of Pages: 2
Author: Counterpoint
Published Date: June 2021
Overview:
Our CY 2020 Market Monitor report has been published. We release one infographic each year to summarize the mobile handset market activities in a single page.
Some quick observations on the smartphone market:
- Global smartphone market declined nearly 10% in 2020 from the previous year due to the COVID-19-related lockdowns.
- The most significant decline was seen in H1 2020, when the smartphone market fell by 18% compared to the same period in 2019.
- While the smartphone market continued to decline in H2 2020, the decline was reduced to a relatively small 3%.
- This was primarily due to the pent-up demand seen in Q3 2020 following the lifting of lockdowns in most geographies. This resulted in the QoQ decline in Q3 2020 being only 4% compared with 13% and 23% in Q1 2020 and Q2 2020 respectively.
- Thanks to the holiday season demand and exceptional performance by Apple, Q4 2020 saw an even smaller decline compared to the same period in 2019.
- Each of the regions mentioned below saw a decline in 2020, with LATAM falling the most at 20% and the MEA falling the least at about 7%.
- Furthermore, each of these regions declined in each of the two halves of 2020 as well as each of the year’s four quarters with two exceptions – MEA grew by about 2% in Q3 2020 and Asia grew by about 4% in Q4 2020.
Some quick observations on the feature phone market:
- Global feature phone shipments were severely battered in 2020, declining nearly 25% compared to the previous year.
- Expectedly, the sharpest fall was of around 47% in Q2 2020 in which North America saw the sharpest decline, of about 62%.
- The decline in 2020 was contributed by each of the regions mentioned below, with North America declining the most (about 65%) and the MEA the least (about 19%).
- Further, each of these regions declined in both halves and every quarter of 2020 compared to the same period in the previous year, with the exception of MEA, which grew by about 9% in Q1 2020.
- While India displaced the MEA as the biggest feature phone market in Q4 2020, the MEA remained the biggest feature phone market in 2020.
- Alcatel retained its position as the top brand in NAM in 2020 despite its shipments reducing to almost a third of 2019.
- Positivo, which grew by about 10% to reach shipments of 0.96 million units in 2020, replaced Multilaser as the world’s second biggest feature phone brand.
Table of Contents:
- Global Smartphone Shipments Market Share
- Regional Smartphone Market Share
- Global Feature Phone Shipments Market Share
- Regional Feature Phone Market Share
Number of Pages: 2
Author: Counterpoint
Published Date: March 2021
Overview:
Our Q4 2020 Market Monitor report has been published. We release one infographic each quarter to summarize the mobile handset market activities in a single page.
Some quick observations on the smartphone market:
- Global smartphone market shipments declined 1.6% YoY but grew 8% QoQ to reach 394.6 million units in Q4 2020.
- India’s smartphone market, having met much of the pent-up and holiday season demand, declined 11% QoQ but grew 17% YoY.
- Apple displaced Samsung as the world’s top smartphone brand with a 21% share of the market, thanks to the exceptional performance of its 5G-enabled iPhone 12 series.
- While Apple performed exceptionally in all markets, it predictably did best in North America and Europe, its key markets.
- Apple retained its top spot in North America and captured it in Europe with 65% and 31% shares respectively in these markets.
- However, Samsung retained its top spot in 2020, with a 19% share of the global smartphone market.
Some quick observations on the feature phone market:
- Global feature phone shipments recovered in Q4 2020 from the previous quarter, growing 9% QoQ but declining 24% YoY.
- India displaced the Middle East and Africa (MEA) as the world’s biggest feature phone market with a 37% share as compared to the MEA’s 32%.
- Shipments in China more than doubled from Q3 2020 to reach 1.9 million units in Q4 2020.
- Shipments in North America declined another 22% QoQ in Q4 2020 after a 50% QoQ decline in Q3 2020.
- From the brand point of view, the global feature phone market remained stable with itel, HMD and TECNO retaining the top three positions respectively.
Table of Contents:
- Global Smartphone Shipments Market Share
- Regional Smartphone Market Share
- Global Feature phone Shipments Market Share
- Regional Feature Phone Market Share
Number of Pages: 2
Author: Counterpoint
Published Date: March 2021
Our Q3-2020 Market Monitor report has been published. We release one Infographic in each quarter to summarize the mobile handset market activities in a single page.
Some quick observations from the smartphone market:
- Global smartphone market shipments declined 4% YoY but grew 32% QoQ to reach 366 million units in Q3 2020.
- India smartphone market surpassed the pre-Covid levels growing at 9% YoY and 188% QoQ to reach 53 million units, followed by MEA (2% YoY).
- Samsung regained the top spot, shipping 80.4 million units with 48% QoQ and 3% YoY growth with highest-ever shipments in the last three years.
- Realme shipments grew 132% QoQ, becoming the world’s fastest brand to hit 50 million shipments since inception.
- Xiaomi grew 75% QoQ, contributing 13% in the total smartphone shipments. Notably, this was the first time when Xiaomi surpassed Apple to capture the third spot in the global smartphone market.
- Apple iPhone shipments declined 7% YoY during Q3 2020 as the company delayed its annual iPhone launch from Q3 to Q4 in 2020
Some quick observations from the feature phone market:
- Global feature phone shipments declined 17% annually, reaching 74 million units in Q3 2020.
- Middle-East and Africa remain the largest market for feature phones, contributing to 37% of the global feature phone shipments in Q3 2020, followed by India (36%).
- Transsion Group led the global feature phone market capturing over 35% of the total market share.
- iTel remains the biggest player in the Indian market. Its shipment grew 41% (YoY) and 193% (QoQ).
- Feature phone shipments in North America further declined by 75% YoY and 50% QoQ. Alcatel contributed to more than 50% of the total feature phone shipments in the region.
Table of Contents:
- Global Smartphone Shipments Market Share
- Regional Smartphone Market Share
- Global Feature phone Shipments Market Share
- Regional Feature Phone Market Share
Number of Pages: 2
Author: Counterpoint
Published Date: November 2020
Our Q2-2020 Market Monitor report has been published. We release one Infographic in each quarter to summarize the mobile handset market activities in a single page.
Some quick observations from the smartphone market:
- Global smartphone shipments declined the highest ever 26% YoY reaching 276.02 million units in Q2 2020.
- All the regions (APAC, LATAM, MEA, Europe and North America) registered decline during the quarter, including China and India
- Within regions, LATAM declined the highest (37% YoY) followed by MEA (24% YoY).
- Huawei surpassed Samsung to become the number one brand in the global smartphone market in Q2 2020.
- Huawei's shipments declined 3% YoY globally whereas, it grew 11% YoY in China.
- Apple remained resilient during the COVID-19 pandemic as iPhone shipments grew 2% YoY in Q2 2020.
- Realme was the fastest growing brand in Q2 2020. It grew 11% YoY in the quarter as several markets in Europe and India started to recover in June
- 5G smartphone shipment penetration increased to 12% in Q2 2020 from 7% in the previous quarter. China accounted for 80% of the global 5G shipments in Q2 2020.
Some quick observations from the feature phone market:
- Global feature phone shipments declined 47% annually reaching 45.45 million units in Q2 2020.
- Middle East and Africa contributed to 49% of the global feature phone shipments in Q2 2020.
- Feature phone shipments in North America declined by 41% YoY. Alcatel contributed to 75% of the total feature phone shipments in the region.
- Transsion Group led the global feature phone market capturing over 42% of the total market share.
- Karbonn surpassed Micromax to enter the top 5 feature phone players in India.
Table of Contents:
- Global Smartphone Shipments Market Share
- Regional Smartphone Market Share
- Global Feature phone Shipments Market Share
- Regional Feature Phone Market Share
Number of Pages: 2
Author: Counterpoint
Published Date: August 2020
