Market Highlights
- US smartphone sell-in in Q3 2024 decreased 6% YoY due to weak demand in both prepaid and postpaid channels.
- Apple’s shipments were down 5% YoY with weaker sales impacting the OEM during the quarter.
- Samsung’s sell-in decreased 13% YoY, as the Z series launched in July this year, with initial shipments arriving in June.
- Motorola increased 21% YoY primarily due to an improved prepaid performance from the Moto G Play 2024, resulting in the biggest market share shift across major OEMs.
- Google’s shipments increased 19% YoY due to an earlier launch of the Pixel 9 series compared to the Pixel 8 which launched in October.
US Smartphone Shipments Market Share (%)
| Brands | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 |
|---|---|---|---|---|---|---|
| Apple | 55% | 53% | 62% | 52% | 52% | 53% |
| Samsung | 23% | 25% | 17% | 31% | 24% | 23% |
| Lenovo* | 9% | 11% | 9% | 9% | 12% | 14% |
| HMD | 2% | 2% | 2% | 2% | 1% | 1% |
| Others | 11% | 9% | 10% | 6% | 11% | 9% |
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US Smartphone Shipments Market Data (Q1 2023 – Q2 2024)
Published Date: August, 2024
US Smartphone Shipments Market Share (%)
| Brands | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 |
|---|---|---|---|---|---|---|
| Apple | 52% | 55% | 53% | 62% | 52% | 52% |
| Samsung | 27% | 23% | 25% | 17% | 31% | 24% |
| Lenovo* | 8% | 9% | 11% | 9% | 9% | 12% |
| HMD | 1% | 2% | 2% | 2% | 2% | 1% |
| Others | 12% | 11% | 9% | 10% | 6% | 11% |
Market Highlights
• US smartphone shipments declined 2% YoY in Q2 2024, the seventh consecutive quarter showing a YoY decline. Continued record low upgrade rates are causing the declines.
• Apple’s market share remained flat at 52% QoQ but declined 3% YoY. There is anticipation that Apple Intelligence will help boost sales in H2 2024 for the OEM.
• Samsung’s market share decline to 24% from the high of 31% in Q1 2024. After initial strong sales for the S24 series, momentum stalled and the OEM saw additional competition from Motorola in the prepaid segment.
• Motorola's share grew to double digits again as it continued to make gains with its 2024 G series line-up in prepaid. The Motorola RAZR 2023 also saw success in the Big Three prepaid carriers as it was discounted to $150 in promotion for switchers.
• HMD lost share in Q2 as older models in prepaid channels went EOL without a replacement.
US Smartphone Shipments Market Data (Q4 2022 – Q1 2024)
Published Date: May 27, 2024
US Smartphone Shipments Market Share (%)
| Brands | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 |
|---|---|---|---|---|---|---|
| Apple | 59% | 52% | 55% | 53% | 62% | 52% |
| Samsung | 19% | 27% | 23% | 25% | 17% | 31% |
| Lenovo* | 6% | 8% | 9% | 11% | 9% | 9% |
| HMD | 1% | 1% | 2% | 2% | 2% | 2% |
| Others | 15% | 12% | 11% | 9% | 10% | 6% |
US Smartphone Shipments Market Data (Q3 2022 – Q4 2023)
Published Date: Feb 21, 2023
Market Highlights
• US smartphone shipments declined YoY for the fifth straight quarter in Q4 2023 despite end-of-year holiday demand. Carriers continued to cite weak upgrade rates and long holding periods as reasons for the underperformance.
• Apple’s shipment share grew to 62% in Q4 as the OEM was less impacted by weak market dynamics due to the iPhone 15 launch in September.
• Samsung’s share declined YoY to 17%. It saw increased shipments due to the S24 launch in late January but low-end A-series shipments declined.
• Motorola’s share grew, partially due to some increases in premium devices, especially the RAZR 2023.
• Google’s share declined to 3% as Pixel sales were weaker YoY.
• In “others”, Nokia HMD continued to gain share due to a stronger channel presence in prepaid.
Click here to read about the US smartphone market in Q4 2023.
US Smartphone Shipments Market Share (%)
| Brands | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 |
|---|---|---|---|---|---|---|
| Apple | 50% | 59% | 52% | 55% | 53% | 62% |
| Samsung | 24% | 19% | 27% | 23% | 25% | 17% |
| Motorola | 6% | 6% | 8% | 9% | 11% | 9% |
| 4% | 5% | 2% | 3% | 3% | 3% | |
| Others | 16% | 11% | 11% | 10% | 8% | 9% |
US Smartphone Shipments Market Data (Q2 2022 – Q3 2023)
Published Date: Nov 27, 2023
Market Highlights
• US smartphone shipments declined YoY for the fourth straight quarter in Q3 2023 amid weak consumer demand.
• Google, Samsung and TCL were among the brands recording the steepest YoY declines, while Motorola and Nokia HMD managed growth amid a challenging market environment. Motorola increased its shipment share to 11% in Q3.
• Apple’s iPhone shipments declined 11% YoY, in part due to the later launch date of the iPhone 15 series compared to the iPhone 14 series. Its sales share dropped to 53% in Q3 from 55% in Q2.
• Weak upgrade rates at the carriers were the main source of weak smartphone shipments, signaling that consumers are opting to hold on to their devices for longer.
US Smartphone Shipments Market Share (%)
| Brands | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 |
|---|---|---|---|---|---|---|
| Apple | 48% | 50% | 57% | 52% | 55% | 53% |
| Samsung | 30% | 24% | 20% | 27% | 23% | 25% |
| Lenovo# | 9% | 6% | 6% | 8% | 9% | 11% |
| 1% | 4% | 5% | 2% | 3% | 3% | |
| Others | 12% | 16% | 12% | 11% | 10% | 8% |
US Smartphone Shipments Market Data (Q1 2022 – Q2 2023)
Published Date: Aug 17, 2023
Market Highlights
• US smartphone shipments declined 24% YoY. Low-end smartphone sale declines were the biggest contributing factor to the downturn.
• Samsung’s shares dropped to 23% as competition from other Android OEMs has increased in the prepaid segment, hurt Samsung’s performance.
• Apple was one of the few OEMs that did not see a shipments drop of double digits YoY. Older iPhone 11 and iPhone 12 devices are helping the OEM attract new customers.
• Google’s share rose to 3% due to the earlier launch of the Pixel 7a compared to its predecessor.
• Motorola grew to 9% share capitalizing on Samsung’s weakness, launching new devices including the G Stylus, G 5G and the new Razr+ in Q2.
US Smartphone Shipments Market Share (%)
| Brands | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 |
|---|---|---|---|---|---|---|
| Apple | 50% | 48% | 50% | 57% | 52% | 55% |
| Samsung | 24% | 30% | 24% | 20% | 27% | 23% |
| Lenovo# | 11% | 9% | 6% | 6% | 8% | 9% |
| 2% | 1% | 4% | 5% | 2% | 3% | |
| Others | 13% | 12% | 16% | 12% | 11% | 10% |
US Smartphone Shipments Market Data (Q4 2021 – Q1 2023)
Market Highlights
• US smartphone shipments declined 17% YoY in Q1 2023 due to inventory correction and weak consumer demand.
• Apple market share increased to 52% in Q1 2023 from 49% in Q1 2022 as it began aggressively selling iPhone 11 in prepaid channels.
• Samsung Galaxy S23 shipments were up double digits YoY while the Galaxy A14 5G performed exceptionally well in prepaid resulting in 27% share of shipments.
• Lenovo Group (Motorola) and TCL Group saw shipments decline in Q1 but their overall shipment share grew as OEMs like Nokia HMD and white-label devices saw even steeper declines.
• During Q1 2023, carriers reported very low upgrades. We expect the incumbent postpaid players to increase promotional activity during the second half of the year to combat cable MVNOs, which saw higher net additions than the Big 3 during the quarter, a first for the US smartphone market.
US Smartphone Shipments Market Share (%)
| Brands | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 |
|---|---|---|---|---|---|---|
| Apple | 60% | 49% | 45% | 50% | 57% | 52% |
| Samsung | 24% | 27% | 28% | 24% | 20% | 27% |
| Lenovo# | 9% | 10% | 9% | 6% | 6% | 8% |
| TCL | 2% | 3% | 7% | 4% | 3% | 2% |
| 2% | 2% | 1% | 4% | 6% | 2% | |
| Others | 4% | 9% | 10% | 12% | 9% | 8% |
Author
Team Counterpoint
Counterpoint research is a young and fast growing research firm covering analysis of the tech industry. Coverage areas are connected devices, digital consumer goods, software & applications and other adjacent topics. We provide syndicated research reports as well as tailored. Our seminars and workshops for companies and institutions are popular and available on demand. Consulting and customized work on the above topics is provided for high precision projects.
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