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 June 2024 to 21st July 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:
- Morgan Stanley bets on AI features in Apple devices
- Samsung Resumes Repair Bus Service in Germany
- Rokid Partners With vivo to Develop ‘Spatial Computing + Smartphone
- India to Mandate USB-C Charging Ports
- Nothing Sells Over 100,000 Units of CMF Phone 1 in Just 3 Hours
- Samsung to Infuse Bixby With GenAI This Year
- Apple Approves Epic Games: App Store Battle Ends
- Huawei to Unveil Industry-first Tri-fold Smartphone in September
Additionally, the Smartphone Intelligence Tracker carries a teaser of one of Counterpoint’s latest research reports. In the July edition, a report titled, ‘eSIM Devices Outlook’, has been featured.
Published date: July 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: July 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: July 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: July 2024
Overview:
This Counterpoint Refurbished Smartphone ASP report is the first of its kind. It gives a detailed understanding on how overall refurbished smartphone ASPs have been moving over the years. It gives the OEM market share and further goes on to show how the ASP trend has been moving over the last 6 years. It covers factors like 5G, it also splits global markets into developing and matured regions to give a proper understanding of the factors driving change in refurbished smartphone ASPs. Markets are further bifurcated into organized and unorganized to give a granular view of how these sectors are different within markets. We have also shown how iPhones have depreciated in value in 2024.
Table of contents:
- OEM market share
- Overall growth in refurbished ASPs
- Shift to premium and Apple’s role in this trend
- Global refurbished ASPs by key OEMs
- 5G driving ASPs
- Mature and developing markets
- Refurbished ASPs by organized and unorganized markets: Region-wise split
- Depreciating values: Factors leading to depreciation taking iPhones as an example
This report is useful for:
- Refurbished ecosystem players
- OEMs and Retailers
- Companies powering device trade-ins and insurance.
- Smartphone component and accessories players
- E-commerce companies
- Sustainability channel players
- Companies looking to enter the pre-owned markets and any enterprise that wants to understand the global secondary smartphone market.
Number of Pages: 4
Published Date: July 2024
Overview:
Apple has already made a strong statement with its Generative AI strategy at the WWDC 2024. However, one of the lingering questions post the event has been Apple’s strategy to bring Apple Intelligence in China. A market, where Android OEMs have developed a matrix of LLM with good Chinese inferencing performance. Some of the examples include BlueLM by vivo, AndesGPT by OPPO, yoyo by HONOR. This short report analysis Apple’s China strategy for Apple Intelligence.
Table of Contents:
- Privacy and Stringent Regulatory Framework a Challenge
- Partnerships would pave the way for Apple Intelligence in China
- How about Competition?
- Monetization and Execution
Number of Pages: 4
Published Date: July 2024
Overview:
Counterpoint recently visited retail stores in Beijing to hear real opinions from sales agents and customers on recent smartphone features. The features we wanted to hear about includes generative AI, satellite communications as well as the traditional price, camera, durability, display and others.
During the retail visits, we tried to uncover whether sales agents and/or either customers had a strong interest in AI features or on-device AI which is a hot global topic. Will new AI features drive the smartphone market recovery in China? China is one of the most tech driven markets globally. What about other factors how important were they during the final choice process? Are customers still budget constrained or has there been some relaxation? These were some of the questions we are addressing in this short report.”
Table of Contents:
- Demand and Challenges for AI Technology Appear Weak So Far
- Limited Interest in Satellite Communication Function
- Value-for-Money and Durability Factors Rule Lower-end Segment
- Different Brands Attracting Different Customer Segments
- Huawei Lowering Price of the Mate X5 and Pura 70 Series
Number of Pages: 4
Published Date: July 2024
Overview:
This report looks at Indonesia smartphone shipment in Q1 2024. It captures shipment growth by price segment, growth of 5G smartphones, new model launches and overall 2024 outlook. It also gives an understanding of how shipment has increased in Q1 2024.
This tracker is useful for anyone who wants to understand the quarterly trend of smartphone shipments in Indonesia.
Table of contents:
- Key takeaways
- Indonesia’s Smartphone Shipments
- Brand Smartphone Shipment Ranking
- Smartphone Shipments by Price Segment
- 5G Smartphone Shipments
- New Model Launches
- Market Outlook
Published Date: July 2024
Overview:
The Counterpoint Trade-In Tracker monitors the device trade-in values for each carrier regardless of differences in conditions such as plan requirements and new versus existing customers. You can use this tool to compare the difference in trade-in device value being provided via a promotional offer by carrier or new device. This report is updated bi-weekly.
Table of Contents:
- Description
- Pivot
- Flat File
- Contacts
Publication Date: July 2024
