Overview

Counterpoint's monthly Inventory Tracker analyzes the global handset inventory situation of OEMs by comparing sell-in vs sell-through globally and by key regions (China, India; More regions available on request). 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, in spreadsheet format. Each edition also carries the month's Market Pulse global market analysis and brand commentary alongside the data.

What This Report Covers

  • Global handset and smartphone sell-in and sell-through by key OEMs
  • China handset and smartphone sell-in and sell-through by key OEMs
  • India handset and smartphone sell-in and sell-through by key OEMs
  • Inventory of lifetime shipments and of new products, in units and in weeks, and the sell-in to sell-through ratio
  • 12+ OEMs coverage globally, other regions available upon request
  • Definitions of each inventory measure, and a changes tracker recording revisions to previously published data

Who Should Read This

  • Handset and smartphone OEMs benchmarking sales, share, and channel inventory health against competitors
  • Memory, semiconductor, and foundry companies sizing device demand and planning capacity
  • Component, display, camera, materials, and equipment suppliers evaluating volumes across brands and regions
  • Investors, financial institutions, and analysts monitoring market share shifts, growth trends, and inventory build-up and corrections
  • Operators, distributors, and channel partners assessing market demand, channel stock, and vendor dynamics
  • Consultancies, advisory firms, and media following the global handset market

Key Questions the Report Answers

  • Which OEMs are carrying excess inventory, and which are running lean?
  • How are sell-in and sell-through trending month-on-month across global and key regions?
  • How is inventory of new products moving through the channel?
  • How many weeks of inventory does each OEM hold at current sell-through levels?
  • Where is stock building faster than sell-through can clear it?