Overview:
India smartphone market shipments were in line as per our expectations in Q1 2024 as the market grew 9% YoY driven by new launches and premium segment growth. However, sales were low which led to inventory built-up. Consumer demand is expected to improve around the festive period, with upgrades further boosting later in the second half of the year. Therefore, overall we believe the market will witness single digit growth of 3% in 2024 driven by premium segment and 5G upgrades.
5G upgrades were better than our expectations since the penetration reached 70%. as OEMs introduced 5G capabilities in the lower price segment as key differentiators. Overall we estimate 5G share to increase to 77% in 2024. The premium segment is expected to cross 20% shipment share in 2024. Consumers jumping price bands and going for better featured smartphones will help this price band.
In this report you will find India smartphone shipments forecast by:
- India handset brand wise volumes till 2025
- India Smartphone brand wise volumes till 2025
- India Feature phone brand wise volumes till 2025
- India Smartphone Volume By Tech (4G and 5G split)
- India Smartphone volume By Price-Band
- India smartphone volume By Channel (Online & Offline)
Published Date: June 2024
Overview:
This report tracks smartphone AP/SoC shipments from all key vendors such as Apple, Qualcomm, MediaTek, Huawei, Samsung, UNISOC, and JLQ. The report covers smartphone AP/SoC shipment view by region, smartphone OEMs, price bands, inventory, and ASPs. It also includes the full-year forecast for 2024 and key highlights of the smartphone chipset industry in Q1 2024. This report will help you understand the AP/SoC market from a shipment perspective.
Table of Contents:
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- Smartphone Chipset Competition: Q1 2024 Update
- Smartphone Chipset By Price Band Analysis
- Smartphone Chipset Forecast
- Inventory Analysis
- Highlights- Q1 2024
Number of Pages: 27
Overview:
This report tracks the smartphone AP/SoC Shipments by process nodes. We cover historical data starting from Q1 2023 to Q4 2023. This report also include full year chipset shipment forecast by nodes and by quarters for 2024E. This report will help you to understand the smartphone chipset shipment from the nodes perspective. Furthermore, we have also covered key specs for these AP/SoC covering market view by:
- Chipset Vendors (like Qualcomm, MediaTek, Apple, etc.)
- Process node (3nm, 5/4nm, 6nm, 8nm, etc.)
Table of Contents:
- Global Smartphone AP/SoC Shipment by nodes 2023 and 2024E
Summary:
- 5/4nm is going to be another long-term node.
- In LTE we are seeing migration from 8nm and above nodes to 6/7nm process nodes.
- In entry-level LTE 28/11/12 nm, will continue to be the preferred nodes.
- Apple remains the major customer on a 3nm-based chipset from 2H 2023. However, 3nm wafer demand will ramp up from 2024.
Published Date: June 2024
Overview:
This report tracks the smartphone AP/SoC Shipment forecast for full-year 2024E. We cover historical data starting from Q1 2022 to Q4 2023. This report also includes full-year chipset shipment forecast by chipset vendors (like Qualcomm, MediaTek, Apple, UNISOC, Google, Samsung, Huawei and JLQ) and by quarters for full year 2024E and Q1 2025E. This report will help you to understand the smartphone chipset shipment market trends in 2024.
Table of Contents:
- Global Smartphone AP/SoC Shipment Full Year forecast by Chipset vendors Q1 2022-Q1 2025E
Summary:
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- After two years of significant declines, the smartphone semiconductor market is likely to turn the corner, with 2024 smartphone AP-SoC shipments rebounding 9% YoY.
- Recovery in the low and mid-market and continued momentum in the premium segment will drive volume in 2024.
- 5/4nm is going to be another long-term node; transition from the 6/7nm node, particularly in entry-level 5G chipsets.
- TSMC remains untouchable at advance nodes; SMIC will gain some share due to Huawei, however capacity expansion remains challenging due to the current geopolitical situation.
Published Date: June 2024
Overview:
India Smartphone market shipments declined by 3% YoY in April 2024. vivo retained its top spot 19% share in Apr 2024. It launched Y series, V series as well as T series models during the month. Samsung’s share (19%) April 2024 was its highest since September 2023, helping it capture second position in the smartphone market. For the first time this year, Galaxy A15 5G wasn’t Samsung’s most shipped model. realme was the fastest growing player out of the top 5 with 14% YoY growth in April 2024. It has been focusing on 5G with C-series models and also launched a performance centric new P series into the market. Online channel share increased from previous month to reach 41% in April 2024 as brands filled in channels for summer sale ahead. Xiaomi has continued to maintain its lead on the channel with 23% share.
In this report you will find India shipments by:
- By brand (20+) and model (700+)
- Online and Offline shipments
- Online shipments by top e-commerce platforms – Flipkart, Amazon, Apple.com, Mi.com and Samsung.com
- Specifications (100+)
- Display Size
- Network technology
- Operating system
- Battery capacity
- Number of cameras
- And more than 95 other key specifications
Published Date: June 2024
Overview:
Network access device (NAD) modules perform similar functions in terms of connectivity as an IoT module except they are configured for automotive-grade applications. This report encompasses the shipment data, revenues, and ASP for NAD modules and chipset models, considering various regions and cellular access technologies such as 2G, 3G, 4G, 5G, NB-IoT, LTE-M, and LPWA-Dual Mode. Additionally, the report includes ASP and revenue details for chipset models categorized by region. Notably, the 4G technology is further dissected into 4G Cat 1 bis, Cat 1, Cat 4, and other categories. The objective is to provide insights into the evolving connectivity landscape within the automotive industry, covering both passenger and commercial vehicles. This comprehensive analysis spans the period from Q1 2022 to Q1 2024, offering a snapshot of the changing dynamics and ecosystem in the automotive connectivity space.
Table of Contents:
NAD Module and Chipset Shipments, ASP & Revenue Tracker
- By Module Vendor (20+ vendors)
- By Chipset Vendor (10+ vendors)
- By Chipset Model (45+ models)
- By Connectivity Technology (5+ connectivity tech)
- By Fallback Technology (7 fallback tech)
- By Price Band (10 price band)
- By Region (8 regions)
Published Date: June 2024
Overview:
Counterpoint’s monthly Inventory tracker analyses the global handset inventory situation of OEMs by comparing Sell-in vs Sell-through globally and by Key regions (China, India). It provides details on the monthly handset and smartphone sales, shipments, lifetime inventory, ratio of sell-in and sell-through, along with the inventory of new products to help understand the key trends across OEMs and Key regions.
Monthly data breakdown:
- Handset and Smartphone Sales
- Global and Key Region: China, India (Other Regions available on request)
- 20+ OEMs coverage
Table of Contents:
- Global Handset & Smartphone Sell-in and Sell-through by Key OEMs
- China Handset & Smartphone Sell-in and Sell-through by Key OEMs
- India Handset & Smartphone Sell-in and Sell-through by Key OEMs
Published Date: June 2024
Overview:
India’s True Wireless Stereo (TWS) earbuds shipments grew 38% YoY in Q1 2024, according to the latest research from Counterpoint’s IoT Service. The growth in TWS devices is attributed to their ease of use and wide range of affordable options. Consumers increasingly use these devices for various activities such as commuting, working, exercising, and gaming due to their evolving use cases. The rapid shift towards domestic manufacturing, competitive offers, and enhancements in design and sound quality have accelerated the adoption of this technology.
Table of Contents:
- India TWS Shipment Analysis by Quarter
- India TWS Shipment Analysis by Brands
- New Entrants by Quarter
- India TWS Shipment Share by Price Band
- India TWS Price Band Share by Brand (Q1 2024)
- India TWS Shipment Share by Brand Origin
- India TWS Shipment Share by Top 10 Models
- India TWS ASP Trend by Brands
- India TWS Local Manufacturing Trend by Quarter
- India TWS Forecast (2023-2026)
- India TWS Market by Channel Split (Online/Offline)
- Key OEM Strategies
- Promotion Analysis Q1 2024
Number of Pages: 23
Publishing date: June 2024
Overview:
India’s Neckband market is declining, driven by the adoption of TWS devices. In Q1 2024, the market fell 8% YoY. The demand for neckbands in the Indian market is due to more affordable prices, longer battery life and suitability for daily applications like running, working and travelling. boAt maintained its leadership position with a 20% market share, however, its shipments declined 21% YoY in Q1 2024. Rockerz 255 Pro Plus and Rockerz 195 V2 Pro were the top-selling neckband devices for boAt. Varni is a new entrant in the top 5 due to multiple launches in the affordable segment. We expect the market to continue to decline due to TWS adoption and the availability of a wider variety of options in TWS devices.
Table of Contents:
- India Neckband Shipment Analysis by Quarter
- India Neckband Shipment Analysis by Brands
- New Entrants by Quarter
- India Neckband Shipment Share by Price Band
- India Neckband Price Band Share by Brand (Q1 2024)
- India Neckband Shipment Share by Brand Origin
- India Neckband Shipment Share by Top 10 Models
- India Neckband ASP Trend by Brands
- India Neckband Local Manufacturing Trend by Quarter
- India Neckband Forecast (2023-2026)
- India Neckband Market by Channel Split (Online/Offline)
- Key OEM Strategies
- Promotion Analysis Q1 2024
Number of Pages: 23
Published date: June 2024
