Monthly Market Pulse - November 2021

Market Pulse, Standard reports
/ January 1, 2022
/ Varun Mishra

Overview:

Sales grow in most regions driven by promotions, sell-in increases ahead of the holiday season
- Global Handset sales declined 2% MoM in December. China, parts SEA, LA, MEA and Europe all grew driven by the Singles day and Black Friday sales. However, India declined sharply post the festive season in October which drove the market down. Market in US also remained flat MoM, as Apple supply, although improving, remains tight.
- Shipments improved MoM and was higher than sales in November. Supply for Apple improved and is likely to improve further in December. Other OEMs also built up some inventory for the sales season in November and December. Sell-in was also higher as many factories close early in December due to holidays and increased production to maintain sufficient inventory. However, shortages continue, and some demand is likely to shift to Q1 2022.
Apple continues to be #1 Smartphone OEM Globally; Xiaomi enter top 3 in China; Slow start to Jio’s smartphone sales
- Apple’s share increased further in Nov as it continued to be the #1 OEM Globally as well as in China. It also surpassed Samsung to become the #1 OEM in Europe with sales growing 19% MoM in the region. The increase in share could have been more, if it was not for the lower-than-expected sales in the US because of shortages. Sales in Japan was also affected because of the sim-lock ban imposed by the government.
- Xiaomi held its share in November. The 37% MoM decline in India post the festive season was offset by a 61% MoM increase in China. Due to its online focus, Xiaomi was the biggest gainer in China’s Singles day sales, which is largely an e-commerce event. China’s top three spots reshuffled again with Xiaomi surpassing OPPO to become the third largest brand in China in November.
- Jio’s most anticipated smartphone, JioPhone Next went on sales in India in November. Jio was able to capture ~3% of the Indian smartphone market in Nov. The sales were slow primarily because of higher-than-expected price point.
Apple dominates the US$600-US$799 Price Band, Samsung gains in ultra-premium (US$800 and above)
- The US$600-US$799 price band gained share in November driven by the iPhone 13, which alone captured close to half of the price-band’s total sales. Apple was the biggest gainer in this price segment, capturing over three-fourths share. The iPhone 13 continued to be the highest selling model globally in November. It also surpassed the iPhone 13 Pro Max to become the highest selling model in the US as well in November.
- Early adopters prefer the higher-end Pro models and iPhone 13 seems to be picking up now. Also, the availability of iPhone 13 is better than those of pro models.
- Samsung gained share in the ultra-premium (US$ 800 and above) price segment, driven by the demand for Samsung’s foldables during the Black Friday sales and the improved availability of the S21 series.

Key Takeaways:

Global Mobile Handset Market Analysis
Country-Level Smartphone Market Analysis
Global Hardware Feature Analysis
Global Hit Model Analysis

Number of Pages: 41
Published Date: January 2022

USD499

Author

Senior Analyst

Varun Mishra

Contact us

Term of Use and Privacy Policy

Counterpoint Technology Market Research Limited

Registration

In order to access Counterpoint Technology Market Research Limited (Company or We hereafter) Web sites, you may be asked to complete a registration form. You are required to provide contact information which is used to enhance the user experience and determine whether you are a paid subscriber or not.
Personal Information When you register on we ask you for personal information. We use this information to provide you with the best advice and highest-quality service as well as with offers that we think are relevant to you. We may also contact you regarding a Web site problem or other customer service-related issues. We do not sell, share or rent personal information about you collected on Company Web sites.

How to unsubscribe and Termination

You may request to terminate your account or unsubscribe to any email subscriptions or mailing lists at any time. In accessing and using this Website, User agrees to comply with all applicable laws and agrees not to take any action that would compromise the security or viability of this Website. The Company may terminate User’s access to this Website at any time for any reason. The terms hereunder regarding Accuracy of Information and Third Party Rights shall survive termination.

Website Content and Copyright

This Website is the property of Counterpoint and is protected by international copyright law and conventions. We grant users the right to access and use the Website, so long as such use is for internal information purposes, and User does not alter, copy, disseminate, redistribute or republish any content or feature of this Website. User acknowledges that access to and use of this Website is subject to these TERMS OF USE and any expanded access or use must be approved in writing by the Company.
– Passwords are for user’s individual use
– Passwords may not be shared with others
– Users may not store documents in shared folders.
– Users may not redistribute documents to non-users unless otherwise stated in their contract terms.

Changes or Updates to the Website

The Company reserves the right to change, update or discontinue any aspect of this Website at any time without notice. Your continued use of the Website after any such change constitutes your agreement to these TERMS OF USE, as modified.
Accuracy of Information: While the information contained on this Website has been obtained from sources believed to be reliable, We disclaims all warranties as to the accuracy, completeness or adequacy of such information. User assumes sole responsibility for the use it makes of this Website to achieve his/her intended results.

Third Party Links: This Website may contain links to other third party websites, which are provided as additional resources for the convenience of Users. We do not endorse, sponsor or accept any responsibility for these third party websites, User agrees to direct any concerns relating to these third party websites to the relevant website administrator.

Cookies and Tracking

We may monitor how you use our Web sites. It is used solely for purposes of enabling us to provide you with a personalized Web site experience.
This data may also be used in the aggregate, to identify appropriate product offerings and subscription plans.
Cookies may be set in order to identify you and determine your access privileges. Cookies are simply identifiers. You have the ability to delete cookie files from your hard disk drive.

Top