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Japan Quarterly Smartphone Tracker for Q1 2024

Overview:

This tracker contains the quarterly shipments by OEMs, monthly sales volume data by models, and also Inventory information by OEMs in Japan

Table of Contents;

  • Japanese Quarterly Shipments by OEMs
  • Monthly Sales volume by Models Pivot
  • Monthly Sales volume by Models basefile (with specs)
  • Japanese Smartphone inventory by OEMs
  • Contacts

Number of Pages: 6

File Format: Excel

Published Date: May 2024

Q1 2024: TELUS wireless revenue increased, but competitive promotional market hits overall subscriber base

Overview:

TELUS reports positive wireless revenue growth in the Q1 2024 earnings presentation by 0.6%. Product revenue down due to market competition but service revenue maintaining the YoY growth.

This report analyzes the Q1 2024 earnings results for the wireless and wireline segments and provides insights on the outlook guidance provided by TELUS and what can be expected for the rest of the year. This report also provides the promotions for the top flagship devices and how the promotional trends within TELUS has played out in Q1.

Table of Contents:

  • Financial Performance
  • Wireless Performance
  • Bi-Weekly Promotions
  • Broadband and Media

Number of Pages: 14

Publication Date: May 2024

India Smartphone Monthly Model Tracker 2024 Mar (Online Channels)

Overview:

India Smartphone market grew by 10% YoY in March 2024 and 8% YoY in Q1 2024. Vivo led in Mar 2024 with 21% share driven by the Y and V series, additionally vivo also led the quarterly shipment with 19% share. Xiaomi secured the second spot with 18% share; it is being aggressive in pursuing multi-channel strategy by increasing the number of offline store representatives and working to enhance its financing model. Samsung moved down to third spot in March 2024, but emerged as the leader in the premium smartphone segment (INR>30K) with 34% share driven by its newly launched A-series models. Holi festival sale was observed on various platforms during the month, but it did not have much impact on the online shipment share which was at 36% in March 2024. Xiaomi led the online channel with 22% shipment share.

In this report you will find India shipments by:

  • By brand (20+) and model (700+)
  • Online and Offline shipments
  • Online shipments by top e-commerce platforms – Flipkart, Amazon, Apple.com, Mi.com and Samsung.com
  • Specifications (100+)
    • Display Size
    • Network technology
    • Operating system
    • Battery capacity
    • Number of cameras
    • And more than 95 other key specifications

Published Date:  May 2024

India Monthly Smartphone Market Analysis 2024 Mar

Overview:

India smartphone market managed to grow by 10% YoY in March 2024. vivo led the smartphone market with 19% share, backed by strong performance from its Y and V series. Indian smartphone market ASP witnessed 15% YoY growth (Retail) and reached to $305 in Mar 2024. As premiumization picking up, the ASP for Samsung, vivo, Oppo, TECNO, and OnePlus has increased YoY by double digit.

The >$650 ultra-premium segment saw a 40% YoY growth. The demand for flagship smartphones is on the rise, boosted further by financing schemes provided by OEMs. Apple led the segment followed by Samsung.

This report tracks monthly India smartphone shipments by brand by model across different e-commerce channel platforms like Flipkart, Amazon, Mi.com, Paytm, Snapdeal and others. It also tracks 100+ model level specifications which gives an in-depth analysis of the Indian market by channel.

Table of Contents:

  • Market Overview
  • Key OEM Strategies
  • Pricing Analysis
  • New launches Analysis
  • Spec Analysis
  • Channel Analysis: E-commerce and Offline
  • Major OEM Promotions
  • Key Market Trends
  • Market Survey
  • Make in India

Number of pages: 112

Published Date: May 2024

UScellular Continues to Lose Prepaid and Postpaid Phone Subs at a Rapid Rate

Overview: 

UScellular’s Q1 earnings release was highlighted by the loss of 47,000 postpaid handset subscribers and 13,000 prepaid subscribers. Despite shrinking handset subscribers, UScellular showed optimism for the future after a strong quarter in its fiber broadband segment and growth in its Fixed Wireless service. This report provides a breakdown of UScellular’s earnings, as well as commentary on UScellular’s status, strategy, and outlook.

Table of Contents:

  • Key Takeaways
  • Postpaid Performance
  • Prepaid Performance
  • FWA & Coverage News

Number of Pages: 16

Publication Date: May 2024

Canada Smartphone Sales to Slip 1%-2% YoY in 2024, Hurt by Government’s Economic Measures

Overview:

Canada smartphone sales are expected to decline this year. The cut to international students, the housing crisis, increased carbon tax are a few ways in which the average Canadian will feel the impact on their disposable income.

Carriers have made adaptations to this changing market like BYOD promotions, bundling broadband and mobility to try to mitigate the high churn that has been seen within carriers and introducing new cost-effective devices that are exclusive in prepaid channels.

This report highlights the key changes in 2024 that will motivate the decline in smartphone sales in 2024 and what is expected to be seen in the market for the rest of 2024.

Table of Contents:

  • Executive summary
  • The status of the Canadian smartphone market
  • Government policies throw a wrench in smartphone sales for 2024
  • Secondary and unlocked market expected to see an uptick
  • Market dynamics are adapting to the economic pressures

Number of Pages: 5

Publication Date: May 2024

[Tracker] India Premium Smartphone City Level Monthly Sell-out Analysis (Top Cities)

Overview:

This report provides India Premium market’s smartphone sales (INR 30,000 and above) by brand and model. The report also further goes and provides sales of smartphones for Major cities in India. The report also covers both the offline and the online channel.

The report focuses on understanding the sales of premium smartphone sales across brands, channels (online/offline), price bands, top cities, and ASP. It also highlights the top models across channels and premium price bands along with the top offer for the respective month.

All of the tier 1 cities in India are included, these cities contribute roughly 40% to the Indian Premium smartphone market. As the premium smartphone segment is on the rise outside the metropolitan areas, we have incorporated 4 tier 2 cities to highlight the potential for the premium segment to further expand.

This report is useful for anyone attempting to get a deep-dive view on the India Premium Smartphone Market and its channel and city landscape.

Table of Contents:

  • Pivot file
  • Base File
  • Contacts

Published Date: April 2024

Q1 2024: Bell wireless revenue is up 5%, growth driven by service revenue despite a decline in subscribers QoQ

Overview:

Bell reports positive wireless revenue growth in the Q1 2024 earnings presentation by 5%. Service revenue growth being a driving factor as subscribers decline QoQ in both the postpaid and prepaid segment.

This report analyzes the Q1 2024 earnings results for the wireless, cable and media segments and provides insights on the outlook guidance provided by Bell and what can be expected for the rest of the year. This report also provides the promotions for the top flagship devices and how the promotional trends within Bell has played out in Q1.

Table of Contents:

  • Financial Performance
  • Wireless Performance
  • Bi-Weekly Promotions
  • Broadband and Media

Number of Pages: 17

Publication Date: May 2024

Anticipated Bottoming Witnessed in Week 15, Market Set to Pickup by April End

Overview:

The Chinese Smartphone Sales witnessed the trough of the off-season between Week 12 and Week 16, with Week 15 capturing the lowest point, according to Counterpoint’s China Smartphone Weekly Model Sales Tracker. This report analyzes in detail the Chinese smartphone market’s dynamics and brand performance during the above-mentioned period.

Table of Contents:

  • Overall Performance and Market Dynamics
  • Brand-wise notes
  • Outlook Post April
  • Wrap-up notes

Number of Pages: 6

Publication Date: May 2024

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