In March 2019, the global smartphone market recorded sales of 115.4 million units, up 5.0% year-on-year (YoY) and 6.3% month-on-month (MoM). The YoY growth in March was a trend in all regions apart from the Asia Pacific excluding China and India.
Table of Contents :
- Global Overview
- Vendor analysis of major brands (Apple, Samsung, Huawei, Oppo, Vivo, Xiaomi)
- Regional Performance
- USA
- China
- Europe
- LATAM
- AP (ex CN & India)
- MEA
- India
Number of Page: 45
Author: Counterpoint (analyst@counterpointresearch.com)
Published Date: April 2019
Key Takeaways:
- Global Sell-in and Sell-through Increases: Sell-through Smartphone sell-in is 4% up sequentially while sell-through is 6% up. This shows some clean-up of inventory and pick-up in consumer sales. All markets, except for a handful of markets like Spain, grew in March compared to February. The coming months look better as 5G marketing hits the US and Korea. China’s economy is recovering, and we expect the government to stimulate the economy for Q2.
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Samsung Gains With Launch of New Flagships: Samsung gained in ultra-premium and premium price band with new launches. Meanwhile, as Apple enters its seasonal cycle, it aims to drive sales by reducing price of its flagship models, like iPhone XR, in countries like China. As Oppo eyes expansion in the European markets this year. Its focus on camera capabilities will be crucial to its success especially when competing with likes of Huawei. Xiaomi has inventory built-up due to less than expected performance of its Redmi Note 6. The brand is now expanding aggressively in offline market in India.
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Share of Ultra-Premium ($800+) Price Band Increases: Share of ultra-premium and premium price band increased due to strong initial uptake of Galaxy 10 series, especially S10 Plus. The market is expected to see some movement in these price bands due to upcoming Huawei P30 series, which is expected to do well. The $100-$199 price band did not see many new launches and remained driven by markets like Russia, India and Brazil.
Table of Contents:
- Key Takeaways
- Global Market Status
- Market Sizing – Demand & Supply / Price band
- Market Share – Vendor / Price band
- Major Country Landscape
- US Market Landscape
- China Market Landscape
- India Market Landscape
- Trends in Features and Specs
- Hardware trends and feature adoption rates
- Average feature sets
- Vendor market share by feature set
- Hit Model Analysis
Number of Pages: 45
Author: Counterpoint
Published Date: April 2019
In February 2019, the global smartphone market recorded sales of 108.9 million units, down 7.9% year-on-year (YoY) and 14.3% month-on-month (MoM). This was the lowest sales volume since February 2015. Sales in the Chinese market fell 19.6% YoY. It was primarily responsible for the decline in the global market. The Chinese market was negatively impacted due to the 2019 Chinese New Year holiday sale season held in January. Last year this was in February.
Table of Contents :
- Global Overview
- Vendor analysis of major brands (Apple, Samsung, Huawei, Oppo, Vivo, Xiaomi)
- Regional Performance
- USA
- China
- Europe
- LATAM
- AP (ex CN & India)
- MEA
- India
Number of Page: 45
Author: Counterpoint (analyst@counterpointresearch.com)
Published Date: March 2019
Key Takeaways:
- Global Sell-in and Sell-through Declines Further: Sell through was down. There was no exception this month. All regions and major countries saw a decline including Japan and Korea which usually show growth during the February season. But sell in was down even more, 12.5%. The one silver lining in the down market is that inventory situations are better for many brands.
- Major Global and Chinese Brands Decline: All major global as well as Chinese HOVX brands registered a MoM decline during February. In China, factories remained shut due to the Chinese new year during start of the month. However, Huawei was the only major brand among global Top 5 OEMs which registered growth. It grew 28% YoY while all other major brands declined MoM as well as YoY.
- Share of Ultra-Premium ($800+) Price Band Declines: Share of ultra-premium $800+ price band declined with dip in iPhone XS/XS Max due to seasonality. Premium buyers delayed their purchase in anticipation of 10th edition of Samsung Galaxy S10. $300-$599 price band remains battleground for HOVX brands in China. Huawei leads the pack among the four major brands in China and other countries.
Table of Contents:
- Key Takeaways
- Global Market Status
- Market Sizing – Demand & Supply / Price band
- Market Share – Vendor / Price band
- Major Country Landscape
- US Market Landscape
- China Market Landscape
- India Market Landscape
- Trends in Features and Specs
- Hardware trends and feature adoption rates
- Average feature sets
- Vendor market share by feature set
- Hit Model Analysis
Number of Pages: 45
Author: Counterpoint
Published Date: March 2019
Key Takeaways:
- Global Sell-in and Sell-Through Declines: Sell-through was weak through all regions except for Japan and Korea. China sell through was slightly better than December but showed negative growth YoY. Sell in dropped more than sell through showing an inventory correction. This was mostly due to Chinese vendors with the exception of Huawei.
- China’s HOVX Brands Shine: China’s HOVX brands registered marginal incline on MoM basis, while other global brands such as Apple and Samsung declined. All other major brands also declined. Chinese brands were aided by growth in the China market, especially in mid-tier price bands.
- Share of Ultra-Premium ($800+) Price Band Declines: The share of ultra-premium price band decreased with the decline in Apple sales. The brand also continues to dip in China amid weak demand. Share of premium price band $600-$799, dominated by Apple iPhone XR, also remained flat. Recently announced Samsung Galaxy S10 series expected to shake up the premium price bands in coming months.
- Topical Reports: Key strategies of global network operators can largely be subdivided into three categories – new product category, user acquisition and user retention. The report also takes a look at ecommerce policy changes in India and its impact on the handset industry. It emphasizes that exclusive engagements with ecommerce firms are likely to stay but there will be some short-term setbacks.
Table of Contents:
- Key Takeaways
- Global Market Status
- Market Sizing – Demand & Supply / Price band
- Market Share – Vendor / Price band
- Major Country Landscape
- US Market Landscape
- China Market Landscape
- India Market Landscape
- Trends in Features and Specs
- Hardware trends and feature adoption rates
- Average feature sets
- Vendor market share by feature set
- Hit Model Analysis
- Monthly Research Topic
- Operator Device Strategies
- India e-commerce Policy – Impact Analysis
Number of Pages: 66
Author: Counterpoint
Published Date: February 2019
In January 2019, the global smartphone market posted the lowest sales since Jan 2014, with sales of 127 million units, down by 3.0% YoY and 6.4% MoM. It was mainly due to a 4% to 5% decline in sales across all regions except India and LATAM.
Table of Contents :
- Global Overview
- Vendor analysis of major brands (Apple, Samsung, Huawei, Oppo, Vivo, Xiaomi)
- Regional Performance
- USA
- China
- Europe
- LATAM
- AP (ex CN & India)
- MEA
- India
Number of Page: 45
Author: Counterpoint (analyst@counterpointresearch.com)
Published Date: February 2019
In December 2018, the global smartphone market showed sales of 135.7 million units, down 6.5% YoY and 1.7% MoM. The decline in the worldwide smartphone market was due to the overall weak smartphone sales in Asia, Europe, the US, and China.
Table of Contents :
- Global Overview
- Vendor analysis of major brands (Apple, Samsung, Huawei, Oppo, Vivo, Xiaomi)
- Regional Performance
- USA
- China
- Europe
- LATAM
- AP (ex CN & India)
- MEA
- India
Number of Page: 45
Author: Counterpoint (analyst@counterpointresearch.com)
Published Date: Jan 2019