Will Growth of Smartphone ODMs Stagnate Under the COVID-19 Crisis?
Overview:
According to the latest research from Counterpoint’s ODM/IDH/EMS tracker, shipments from ODM/IDH companies grew by 4% y/y (year-on-year) in 2019 against the declining trend in the overall smartphone market (-2% y/y). We had anticipated the positive YoY growth to continue in 2020. However, the COVID-19 pandemic has been rapidly spreading across the globe since March, bringing a variety of uncertainties to ODMs’ business outlook. Will OEMs cut orders to ODMs under the dismal market circumstance? Will ODMs fall from the positive path to a downward curve in 2020? Here is our analysis.
Numbe of Pages: 5
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Flora Tang
Flora is a Research Analyst at Counterpoint Research based out of Hong Kong. She started her career as an analyst for new market development with LeEco APAC, where she conducted market research regarding telecommunications, smart devices, internet and OTT business across APAC region. Furthermore, she moved to China Mobile International (CMI) to support globalization of the leading Chinese telecom giant, and help with strategic cooperation between CMI and global carriers. To pursue her line of interest in smart devices, IoT and mobile ecosystem, she joined Counterpoint Research team. In academics Flora holds a Master in Corporate Communications with the Chinese University of Hong Kong, and Bachelor of Law in International Relations and Regional Studies with Sun Yat-sen University.
