December handset sell through was the best in the year although just 1% growth compared to last year. In December all markets were strong with Europe being exceptionally strong. Sell in was weak as there were fewer working days in the month and now particular upside in the market. The inventory problem is relieved giving some room for Q1 in 2014.
Smartphones are now 65% of the market. Android share dropped to 75%. It was a rally month for iOS as it jumped to 20%.
Samsung sales drop in December which could be considered as it’s usual year end inventory correction but sales of its premium products mostly drop lower ASP and profitability. Apple's iPhone 5S shows hockey stick growth now that supply chain issues are resolved. The Note III sales seems to have only temporarily stalled Apple’s growth in November...
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Category
Industry
Smartphone
Report Type
Report
Time period
Monthly
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