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
...Existing Subscriber?
Sign in to continue reading
New to Counterpoint?
Register to our service
Category
Contact us
Author
Flora Tang
Flora is a Senior Analyst at Counterpoint Research, based in Hong Kong. With over nine years of experience in the mobile industry, she specializes in analyzing the consumer electronics market and the Chinese supply chain. Flora has held various roles in the market intelligence and business strategy functions with leading Chinese smartphone OEMs, internet company and telecom operator. She initially joined Counterpoint Research in 2017 but later moved on to play key roles in OPPO’s international business strategy in 2021 and HONOR’s corporate strategy planning in 2022. Flora has since returned to Counterpoint, where she now serves a broader array of global technology players. Academically, Flora holds a bachelor’s degree in International Relations from Sun Yat-Sen University and a master’s degree from The Chinese University of Hong Kong.
