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Counterpoint Quarterly: Smartphones Q1 2024

Overview:

This report compiles all our smartphone-related press releases and blogs published during Q1 2024.  It provides you with data, insights and deeper look into what our analysts were thinking about during the quarter.

Table of Contents:

• Counterpoint Conversations: Sonim’s Solution-oriented Approach Driving Rugged Handsets Ecosystem

• Counterpoint Conversations: OnePlus Focusing on User-centric AI to Redefine Smartphone Experience

• Betting Big on AI, HONOR Unveils New Devices, Technologies

• MWC 2024 Day 3: Concepts Rule the Day

• MWC 2024 Day 1: Major Focus on AI Capabilities in Devices

• Infographic: Q4-2023 | Smartphones | Mobile Market Monitor

• Samsung Galaxy S24 with Galaxy AI Takes On-device Intelligent Experiences Mainstream

• HONOR’s Latest AI Feature Puts Flagships Into New Orbit

• OPPO Find X7 Series Sets AI, Photography Benchmarks for Flagship Smartphones

• OPPO Reno11 Pro 5G Photographic Review: A Pioneer of Portrait Photography for Mainstream Users

• vivo Bets on Generative AI to Elevate the Smartphone Experience

• S24 vs S23 Series YoY Growth Positive On GenAI Support, Europe and US Demand

• China Smartphone Sales Fall 7% YoY in First 6 Weeks of 2024; Double-digit Declines for Apple, OPPO, vivo

• South Africa’s Smartphone Shipments Surge 29% YoY in 2023 as Market Recovery Gathers Pace

• Indonesia’s 2023 Smartphone Shipments Down 6%

• Apple Dazzles in Thailand With a 26% YoY Growth in 2023

• Bangladesh Smartphone Shipments Decline 25% YoY in 2023; vivo Takes Top Spot

• Colombia’s Smartphone Shipments Down 8.4% YoY in Worst Fourth Quarter Since 2020

• MEA Smartphone Shipments Surge 30% YoY in Q4 2023; TECNO Surpasses Samsung for First Time

• Europe Smartphone Shipments Down 3% YoY in Q4 2023, Signs of Recovery Ahead

• Cumulative 5G Smartphone Shipments Cross 2-Billion Mark

• US Smartphone Sales Fall 10% YoY in Jan to Reach Almost Half of 2017 Peak

• In a First, Apple Captures Top 7 Spots in Global List of Top 10 Best-selling Smartphones

• LATAM Smartphone Market Down 3% YoY in 2023, But Set for Growth as Competition Rises

• Survey: realme Scores High Among Indonesia’s Young Smartphone Consumers

• iPhone Hits Record 50% Revenue Share on US, India and Emerging Markets; China Risks Remain

• US Smartphone Shipments Recover 8% YoY in Q4 2023 as Apple Market Share Reaches Highest Since Q4 2020

• India Smartphone Market Remains Flat in 2023; Apple Shipments Cross 10 Million for First Time

• China Smartphone Sales Snap 10-Quarter Declining Streak, Up 6.6% YoY in Q4

• Global Premium Smartphone Market Continues to See Record Sales in 2023

• Counterpoint Conversations: Humane’s Ai-Pin Reimagines Computing with an AI-Powered OS

• Qualcomm Posts Higher Than Guided Q4 Revenues Driven by Smartphones, Automotive

• MediaTek Delivers Strong Q4 2023 Performance as Smartphone Market Recovers

• Global Smartphone AP (Application Processor) Shipments Market Share: Q3 2022 To Q4 2023

• Apple iPhone Market Share: Quarterly

• Q4 2023 Global Smartphone Sales, Top 10 Best Sellers

• iOS vs Android Quarterly Market Share

• Global Smartphone Shipments Share Last Eight Years Of Winners & Losers

• Global Smartphone Shipments 2011 – 2023

• US Smartphone Shipments Market Data (Q3 2022 – Q4 2023)

• China Smartphone Shipments Market Data (Q3 2022 – Q4 2023)

• Global Smartphone Shipments Market Data (Q1 2022 – Q4 2023)

• India Smartphone Shipments Market Data (Q3 2022 – Q4 2023)

Number of Pages: 105

Published Date: April 2024

Global Foldable Market Analysis, Q4 2023

Overview:

Global foldable smartphone shipments increased in Q4 2023, although overall smartphone shipments declined 4% YoY during the quarter. In 2023, global foldable shipments increased by 25% YoY, as foldables transitioned from being a niche device to a mass-market product. This shift was driven by diversification in folding types, cover window materials, and the pricing of foldable phones.

Counterpoint Research expects global foldable shipments to grow further in 2024, primarily due to these factors:

  • The emergence of mid-priced foldable products.
  • The diversification of foldable products supplied to the worldwide market.
  • Growth in relatively smaller regional markets.

Table of Contents:

  • Key Takeaways
  • Global Foldables Status: Continuing Market Growth, Changes In OEMs Strategy
  • Regional Foldable Market: Overall Rise Except for Asia Others, North America, and WE
  • OEM Trends in Foldables: Solid Samsung, Strong Challenges from Huawei, HONOR
  • Clamshell vs Book Type: Clamshell Foldables Expected to Advance in 2024
  • Global Foldable Display Size Trends
  • Global Foldable Smartphone Market ASP Trends
  • Cover Window in Foldables: Resurrection of CPI, Possibility of Coexistence with UTG
  • Foldable Smartphone Launch Plans
  • Long-term Forecast by OEM
    • Huawei Mate X5’s Irregular Demands
    • Huawei Pocket 2
    • HONOR Sales Focus Changes, Targeting Global Foldables
    • OPPO Withdrawing or Focusing?
    • Minor OEMs’ Movement: The Advance of Low-cost Foldables

Number of Pages: 19

Published Date: March 2024

China’s Smartphone Landscape Before Chinese New Year

Overview:

During the four weeks leading up to the 2024 Chinese New Year, a key holiday season in China, smartphones in the country saw a 3% decline from the previous year. However, the sales saw robust WoW growth, with average weekly sales during these four weeks increasing more than 20% compared to a normal week. This report analyzes in detail the smartphone market’s dynamics and brand performance during the pre-Chinese New Year festival period in 2024.

Table of Contents:

  • Overall performance
  • Brand-level performance
  • Market dynamics

Number of Pages: 7

Published Date: March 2024

MEA Smartphone Market Report, Q4 2023

Overview:

MEA smartphone shipments increased 30% YoY and 9% QoQ in Q4 2023. The MEA market continues to outperform all other regions during the quarter, due to an improvement in consumer sentiments, decreasing inflation and stabilizing local currencies. Vendors capitalized on better fundamentals and successfully executed multiple sales events and hefty discounts towards the end of the year.

Table of Contents:

  • Macroeconomic Overview
  • Market Overview
  • The MEA Smartphone Market’s Competitive Landscape
  • 5G Analysis
  • OEM Analysis
  • Country Level Analysis
  • Forecast
  • Key Takeaways

Number of Pages: 54

Published Date: March 2024

Samsung Galaxy S23 vs S24 Unit Sales, First Three Weeks of Launch

Overview: 

This report is based on our Smartphone Weekly Sales Flagship Model Tracker covering key countries.

Table of contents: 

  • Unit sales of Samsung Galaxy S23 series and S24 series by:
  • Base, Plus and Ultra models
  • First three weeks of launch (2023 for the S23 vs 2024 for the S24)

Published Date: March 2024

Emerging Asia SEA SWA January 2024 Tracker

Overview:

There is a YoY increase in both regions. Southeast Asia is likely to see higher smartphone shipments in Q1 and Q2 2024. This might also be more evident due to the low shipments last year in the same period. January has started off with many new model launches across markets which are likely to increase volumes further in this quarter for the emerging countries.

Table of Contetns:

  • Region Spilts (SEA and SWA)
  • Specifications (100+)
    • Display
    • Network technology
    • Operating system
    • Battery capacity
    • Number of cameras

 Published Date: March 2024

China Smartphone Weekly Model Sales Tracker_5W 2024_Major Chinese Brands

Overview:

In this report, you will find China’s weekly smartphone sales

  • By key brands
    • Apple
    • OPPO
    • Samsung
    • vivo
    • Honor
    • Huawei
    • Xiaomi
  • By key models
    • Apple – all key smartphone models
    • Samsung – 4 foldable models
  • Key takeaways for the corresponding week
  • Market share charts for key brands and weekly sales trends

Table of Contents:

  • Weekly Update Takeaway
  • Top Brand Sales & Market Share
  • Pivot
  • BaseFile

Published Date: January 2024

ASSESSING OPPO’S CURRENT STATUS: A Comprehensive Analysis of OPPO’s Business and Strategic Initiatives During its Strategic Transformation (Part One of a Two-report Series)

Overview:

OPPO Group embarked on a strategic transformation in 2020 with the overarching goal of transitioning from a smartphone manufacturer to a global technology powerhouse, akin to industry giants such as Apple, Samsung and Huawei. In 2021, more defined objectives were established to fuel OPPO’s ambitious transformation, including 1) elevating OPPO’s brand image and making inroads into the premium smartphone segment; 2) prioritizing profitability over market share expansion; and 3) successfully diversifying into future growth areas beyond the smartphone domain.

Guided by these objectives, sweeping changes have been implemented throughout the organization, spanning business targets, organizational structure, management policies, product and branding strategy, among others. Primary resources were allocated for the expansion of the premium smartphone segment, proprietary chip development, the establishment of forward-looking business units like the XR Research Centre and the Health Lab, workforce streamlining, and the initiation of a digital transformation project to enhance operational efficiency.

The period from 2021 to 2023 appeared relatively favorable for OPPO’s progress. However, the landscape shifted with the resurgence of Huawei’s 5G smartphones in Q4 2023, introducing potential challenges for OPPO’s future development.

This report aims to assess OPPO’s achievements and status after three years of transformation efforts. Additionally, the report seeks to identify the challenges that the company may encounter going forward and proposes potential coping strategies in the face of heightened market competition.

Table of Contents:

  • Introduction
  • Part One (This Report)
    • Smartphone Business
      • China Market: Successes and Failures in 2023 and Prospects for 2024
      • Overseas Market: Can the Overseas Business Attain Growth to Counterbalance Potential Declines in China?
    • Conclusion & Suggestions
  • Part Two (to be published later)
    • IoT Business: Achievements Under a “Shrinking” Strategy
    • Strategic Investments for the Future: Progress and Changes
    • Conclusion & Suggestions

Number of Pages: 34

Published Date: February 2024

Weekly US Apple Model Sales Tracker – 4W 2024

Overview:

This report tracks weekly US smartphone iPhone model and other major model level sales data. This report provide early view of smartphone sales in US market.

Table of Contents:

  • Pivot
  • Basefile
  • Change Tracker

Number of Pages: 3

Published Date: February 2024

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