Overview:
In this report, we analyze in detail China smartphone market’s dynamics and brand performance during Week 21 to Week 24 of 2024. The period corresponds to the annual 618 shopping festival in China, which was held between May 20 and June 20 this year. Although most OEMs offered price discounts similar to last year’s festival, China’s smartphone sales still exhibited 6.8% YoY growth, indicating a recovery in market demand. Moreover, this year’s 618 festival lasted longer than usual which was another major reason for the YoY growth during the period.
Table of Contents:
- Overall Performance and Market Dynamics
- Brand-wise notes
Number of Pages: 5
Published Date: July 2024
Overview:
The report gives an insightful view of current market sizing, opportunity, evolution, competitive outlook, and size of the global cellular automotive NAD module market. The report also includes analysis and forecasts including shipments, revenues, and ASP of the cellular modules for above mentioned segments by the module vendor/brand by different cellular access technologies (2G, 3G, 4G Cat 1, 4G Cat 1 bis, 4G Cat 4, 4G Cat Others, 5G, 5G RedCap, 6G).
Table of Contents:
- Key Takeaways
- Definition
- Ecosystem Analysis
- Market Trends
- Forecast Analysis
Number of Pages: 27
Published Date: June 2024
Overview:
This report provides a detailed analysis of three major application segments in the IoT module market namely Industrial, Connected PC and Router/CPE. The report gives an insightful view of current market sizing, opportunity, evolution, competitive outlook, and size of the global Industrial, Connected PC and FWA/Router/CPE cellular IoT module market. The report also includes analysis and forecasts including shipments, revenues, and ASP of the cellular modules for above mentioned segments by the module vendor/brand by different cellular access technologies (2G, 3G, 4G Cat 1, 4G Cat 1 bis, 4G Cat 4, 4G Cat Others, 5G, 5G RedCap, 5G eRedCap, 6G, NB-IoT, LTE-M, LPWA-Dual Mode).
Table of Contents:
- Executive Summary
- Overview
- Router/CPE IoT Module Analysis
- Connected PC IoT Module Analysis
- Industrial IoT Module Analysis
- Featured Reports
Published Date: June 2024
Overview:
It offers the Counterpoint perspective on a curated collection of recent news and other articles that have made an impact on the smartphone ecosystem (OEMs, app ecosystem, policy, and more). It gives readers an idea of the current state of affairs in the sector and potential ramifications, helping connect the dots.
The June edition analyses key developments within the smartphone ecosystem from 22nd May 2024 to 21st June 2024. It also covers the list of key smartphone launches during the period.
Some of the developments from this edition, where our analysts give their points of view include:
- OPPO to Bring AI to all its Smartphones, Targeting 50 Million Devices
- Xiaomi Focuses on Premiumization and AIoT in India
- vivo is set to open ₹3,000 crore India manufacturing facility in July
- OnePlus Partners with CATL, Unveils ‘Glacier Battery Technology
- Samsung’s Partnership with iFixit for Self-repairs Ends
- Nothing’s CMF Phone 1 Launch Officially Confirmed
- AVOW Announces New Partnership with Samsung to Offer Mobile Ads in Europe
Additionally, the Smartphone Intelligence Tracker carries a teaser of one of Counterpoint’s latest research reports. In the June edition, a report titled, ‘Global AR/VR Market Insights and Development Trends; Q1 2024, has been featured.
Published date: June 2024
Overview:
Counterpoint Research’s Market Pulse is a monthly service analysing the Global Handset Market Sell Through Landscape by OEMs, Regions, Models, specifications, and latest developments giving a holistic view of the industry. Market Pulse’s flagship model sales report provides monthly model-wise sales data for flagship and best-selling smartphones globally.
Monthly data breakdowns by:
- Smartphone sales by 225+ models across 12 OEMs, >50% of Global Sales coverage
- 100% coverage for Apple Models
Table of Contents:
- Bestsellers Smartphone Models
Published Date: June 2024
Overview:
Counterpoint Research’s Market Pulse is a monthly service analysing the Global Handset Market Sell Through Landscape by OEMs, Regions, Models, specifications, qualitative insights, and latest developments giving a holistic view of the industry. Market Pulse’s OEM Sales report provides monthly handset and smartphone sales, market share, rankings and growth trends across key regions.
Monthly data breakdowns by:
- Handset and Smartphone sales
- Global and by key region: China, US, India, Europe, and Others (More regions, countries available upon request)
- 25+ OEMs, >90% of Sales Coverage
Table of Contents:
- Global Handset & Smartphone Sales by Key OEMs
- China Handset & Smartphone Sales by Key OEMs
- USA Handset & Smartphone Sales by Key OEMs
- India Handset & Smartphone Sales by Key OEMs
- Europe Handset & Smartphone Sales by Key OEMs
- Others Handset & Smartphone Sales by Key OEMs
Published Date: June 2024
Overview:
Counterpoint Research’s Market Pulse is a monthly service analysing the Global Handset Market Sell-through Landscape by OEMs, Regions, Models, specifications, and latest developments giving a holistic view of the industry. Market Pulse’s Global handset market analysis combines our comprehensive and accurate database with unique insights across regions and OEMs, from Counterpoint’s team of Global Analysts.
Table of Contents:
- Global Sell-in vs Sell-through
- Global Smartphone Market Analysis: Market Share by OEMs, Priceband
- USA, China, India, Europe Smartphone Market analysis, and insights
- Global Hardware Feature Analysis: Key Specs – Camera, Display, RAM, NAND and more
- Global Hit Models by PriceBand
Published Date: June 2024
Overview:
Chinese tablet OEMs accounted for almost one-fifth of the global tablet shipments in Q1 2024. In addition to the entrance of multiple market entrants in the form of established Chinese smartphone OEMs in the 2021-2022 period, 2023 saw large structural changes and shifts in consumer preferences in China’s domestic market. This helped existing and new Chinese players capture an increasingly larger piece of the tablet market pie. Now, with strategies oriented towards further expansion in the global tablet market stage, outlooks remain optimistic but limited.
Table of Contents:
- 2021-2022 Surge in Chinese Tablet Market Entrants Bear Fruit in Q1 2024
- Structural Changes and Consumer Preference Shifts in the Chinese Market Propel Domestic Brands to the Forefront
- Huawei’s Resurgence Leads the Way for an Inward-facing Market
- Overseas Expansion Remains Optimistic but Limited
Number of Pages: 4
Global Smartphone AP Market Share by Shipments
MediaTek dominated the smartphone SoC market in Q1 2024 with a share of 40%. Increasing demand for 5G SoCs, along with the successful launch of the company’s third-generation flagship SoC, the Dimensity 9300, drove the growth. In MediaTek’s portfolio, 5G penetration is growing in the low-tier segment, which should lead to market share gains for MediaTek, driven by its relative strength in entry-level 5G chipsets. Qualcomm captured a 23% share in the smartphone AP/SoC market during the quarter, driven by the launch of flagship chipset Snapdragon 8 Gen 3 and design wins for the Snapdragon 8 Gen 2 from Chinese smartphone OEMs. Qualcomm also lost some market share to Samsung, as the new Galaxy S24 series was launched with both Qualcomm and Samsung chipsets.
Global Smartphone AP Market Share by Revenue
Qualcomm dominated the AP market with a 36% share in Q1 2024 in terms of revenue. The premium segment drove Qualcomm’s revenue with the launch of the new Snapdragon 8 Gen 3 chipset, while design wins for the Snapdragon 8 Gen 2 from Chinese smartphone OEMs added to the revenue. Apple was the second largest contributor in the AP market in Q1 2024 in terms of revenue with a 33% share. Apple’s revenue declined QoQ due to seasonality. MediaTek captured the third position with a 17% share in the total global smartphone AP/SoC revenues. MediaTek’s revenue declined QoQ in Q1 2024 due to seasonality and LTE SoC shipments declining significantly in the quarter. However, growing demand for 5G and the successful ramp-up of the company’s third-generation flagship SoC, the Dimensity 9300, contributed to the overall annual growth in shipments.
Number of Pages: 1
Published Date: June 2024
