Service: Market Pulse

Overview:

Counterpoint Research’s Market Pulse is a monthly service analysing the Global Handset Market Sell Through Landscape by OEMs, Regions, Models, specifications, and latest developments giving a holistic view of the industry. 

This monthly excel report sets out to size the market by 25+ OEMs across, Global, China, USA, India, and Europe. The OEMs together cover over 90% of Global market and over 95% of markets in China, USA, and India.

Table of Contents:

• Global Handset, Smartphone Sales by OEMs
• China Handset, Smartphone Sales by OEMs
• USA Handset, Smartphone Sales by OEMs
• India Handset, Smartphone Sales by OEMs
• Europe Handset, Smartphone Sales by OEMs
• Others Handset, Smartphone Sales by OEMs

Published Date: May 2022 

Overview:

Counterpoint Research’s Market Pulse is a monthly service analysing the Global Handset Market Sell Through Landscape by OEMs, Regions, Models, specifications, and latest developments giving a holistic view of the industry. 

This monthly excel report sets out to size the market by 200+ key models across 11 OEMs including all the key OEMs.

Published Date: May 2022

Overview:

• Smartphone sales and shipments both decline
  • Global smartphone sales (sell-through) declined both month on month and year on year in April 2022. COVID waves and the consequent lockdowns are severely hurting consumer sentiment and demand in China. Rising inflation is also hurting demand in the lower price segments.
  • Shipments (sell-in) also declined. While the component shortages are gradually easing, seasonality, high inventories and slow demand in China, and uncertainties in Eastern Europe all impacted the overall demand and hence shipments.
• Samsung reaches its highest global market share in five years, also becomes #1 in India; HONOR becomes #2 brand in China for the first time
  • Samsung reached its highest monthly market share in five years, partly driven by the strong performance of the S22 series and the A-series. Samsung also had low exposure to the declining China market. Promotions in Latin America and growth in India to become the #1 brand also helped.
  • HONOR surpassed Apple to become the #2 OEM in China for the first time. Although the China market has been on a decline, HONOR has been resilient and has outperformed the market.
• Premium segment declines, Samsung gains. US$300-US$599 price segment gains share
  • The premium segment declined in April mostly due to seasonality. However, iPhone 13 continued to be the best-selling model globally, in the US as well as in China. Samsung gained share, as S22 Ultra became the third best-selling device in the >$800 price segment.
  • The $300-$599 price segment gained share driven by the iPhone SE 2022, the first full month sales of A53 5G and the launch of A33 5G.

Table of Contents:

• Global Sell-in vs Sell through
• Global Smartphone Market Analysis: Market Share by OEMs, Price band
• USA, China, India, Europe Smartphone Market Analysis, and insights
• Global Hardware Feature Analysis: Key Specs – Camera, Display, RAM, NAND
• Global Hit Models

Number of Pages: 44
Published Date: May 2022

Overview:

Smartphone Market sales declines further in February, Shipments also fall below sales

• Global handset market sales declined further in February due to the usual seasonal slump across regions including the US and Europe. China slowed following the Lunar new year sales in January. India grew marginally MoM, from Omicron-affected sales in January.
• Shipments also declined sharply due to the closure of manufacturing activities because of the Lunar New Year holidays. The Russia-Ukraine conflict at the end of February created further uncertainties in the market. The full effect of the conflict on shipments and supply chain in the region is expected to be seen in March, and beyond

Samsung becomes #1 Smartphone Brand in February; Apple’s China sales surpass US in Feb

• Samsung regained the top position in the Global smartphone market in February 2022. This was driven by the release of the S22 series towards the end of the month, which recorded strong pre-orders.
• Apple sales declined as demand for the iPhone 13 series slowed due to seasonality. Sales were lower YoY as well, however this is mostly a function of strong sales in Feb-21 due to the later launch of the iPhone 12 series. Some consumers may also have been waiting for the new iPhone SE device launching in March 2022.

Premium segment declines, Samsung gains.

• The share of >US$600 devices declined in-line with seasonal trends for Apple. The S22 launched only during the latter part of February, which helped Samsung gain share in the segment.
• The S22 series is expected to perform better than the S21 series.. S22 Ultra, will encourage existing Note users to replace their devices thanks to the S Pen. The active installed base of Note users is estimated to be 40 Million at end 2021. 

Table of Contents:

• Global Sell-in vs Sell through
• Global Smartphone Market Analysis: Market Share by OEMs, Price band
• USA, China, India, Europe Smartphone Market Analysis and insights
• Global Hardware Feature Analysis: Key Specs – Camera, Display, RAM, NAND
• Global Hit Models

Number of Pages: 41
Published Date: March 2022