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Counterpoint Research https://www.counterpointresearch.com Technology Market Research Thu, 12 Dec 2019 04:15:57 +0000 en-US hourly 1 https://www.counterpointresearch.com/wp-content/uploads/2017/06/favicon_counterpoint-150x150.png Counterpoint Research https://www.counterpointresearch.com 32 32 Global Passenger Electric Vehicle Sales Fall 8% in Q3 2019 https://www.counterpointresearch.com/global-electric-vehicle-sales-fall-8-q3-2019/ https://www.counterpointresearch.com/global-electric-vehicle-sales-fall-8-q3-2019/#respond Wed, 11 Dec 2019 15:54:07 +0000 https://www.counterpointresearch.com/?p=24849 The top three brands, Tesla, BAIC Group and BYD Auto accounted for 40% of total EV sales during Q3 2019. […]

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  • The top three brands, Tesla, BAIC Group and BYD Auto accounted for 40% of total EV sales during Q3 2019.
  • Subsidy reductions in China continued to adversely affect sales.
  • EV Sales declined in China and the US, but Europe experienced high growth.
  • The global passenger electric vehicle (EV)* sales have fluctuated during 2019. They reached a high point in the second quarter but fell back in Q3 to 480 thousand units – down 21% sequentially and 8% annually. When compared to Q3 2018, the EV sales increased in key European countries including Germany, UK, France, and Sweden, but declined in China and the US. Tesla, BAIC Group, BMW and Hyundai performed well, increasing their global EV market share after declining sales of EVs. But many Chinese brands lost market share due to difficult conditions in their domestic market.

    Exhibit 1: Global Passenger Electric Vehicle Market Share by Brand (%) – Q3 2019

    Commenting on the market dynamics, Soumen Mandal, Research Associate, said, “Reduced incentives and economic uncertainty in China heavily affected EV sales during the quarter. The latest subsidy cut in the country began in June when the government reduced the EV subsidy by 50%, adversely affecting sales during Q3 2019. Moreover, pressure on automakers to upgrade their technology to meet national standards reduced the number of new vehicles launches, which had a further effect of cooling demand. China is planning to cut subsidies completely from 2020 for new EV purchases will see slower growth in the next few years. Reduced subsidies are impacting local Chinese manufacturers, such as BYD, which has already seen deep cuts in its sales volume in 2019. A more measured reduction in subsidies would help the EV market in China adapt to the new pricing situation more easily.”

    The top five EV model accounted for one-third of total sales in Q3 2019. Tesla improved its delivery capability around the world, with the Model 3 performing well in the Europe and US markets. Two out of the top five EV model are from the Chinese brands. BYD Yuan and SAIC Roewe Ei5 models were victims of subsidy cut which led them to slip from top 5 EV models in Q3 2019, despite these models providing good specifications.

    Exhibit 2: Top 5 Electric Vehicle Models during Q3 2019

    Commenting on the brands’ performance, Senior Analyst, Aman Madhok, noted, “Increasing overseas sales helped Tesla to increase its market share in the global EV market. The company is focusing on further increasing its foothold in Europe and China by setting-up new battery manufacturing plants in Berlin and Shanghai.”

    Aman adds, “Following the reductions in local subsidies by the Chinese government, the big Chinese brands are looking to expand in global markets to improve their scale. Lower priced Chinese EVs are expected to do well in developing countries, but they face challenges in terms of safety, in-car experience and brand perception. Without an improvement in the China market situation, Chinese EV makers will likely face consolidation.”

     

    Key Takeaways:

    • Tesla sales grew 19% YoY, reaching 97,000 units, taking 20% of global EV sales. A 40% YoY increase in Model 3 sales due to strong overseas expansion drove Tesla’s performance.
    • BAIC Group grew by 50% YoY, reaching 47,000 units (despite a slowing China market) due to a better performance of the upgraded Senova, EU and EX series.
    • BYD EV sales were down by 30% YoY globally, reaching 45,000 units due to the revised New Energy Vehicle (NEV) policy in China.
    • China is the largest EV market, accounting for 48% of global sales in Q3 2019. But new EV sales decreased by 16% YoY.

    *Definitions

    The report includes pure electric vehicles (also known as battery electric vehicles – BEVs) and plug-in hybrid electric vehicles (PHEVs). Hybrid electric vehicles (HEVs) are not included in the study.

    Counterpoint Research tracks model-level EV sales in 55 countries worldwide.

     

    Analyst Contacts:

    Aman Madhok
    +91 9560384548
    aman@counterpointresearch.com

    @madhokaman

     Soumen Mandal
    +91 8218140908
    soumen@counterpointresearch.com

    @passtubul

     Vinay Piparsania
    +91 9971005882                                                                                                                                                                       vinay@counterpointresearch.com

    @VPiparsania

     Neil Shah
    +91 9930218469
    neil@counterpointresearch.com

    @neiltwitz

     Counterpoint Research                                                                                                                                            press@counterpointresearch.com

    @CounterPointTR

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    Post Event Coverage: Building an EV Ecosystem: MG Motors Shows How it’s Done! https://www.counterpointresearch.com/building-ev-ecosystem-mg-motors-shows-done/ https://www.counterpointresearch.com/building-ev-ecosystem-mg-motors-shows-done/#respond Sat, 07 Dec 2019 12:53:09 +0000 https://www.counterpointresearch.com/?p=24838 In readiness for its forthcoming EV launch in the country, MG Motor India is creating an end-to-end ecosystem for the […]

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    In readiness for its forthcoming EV launch in the country, MG Motor India is creating an end-to-end ecosystem for the ZS EV, in association with its global and local partners. This an industry-leading revolutionary approach by an automaker in initially developing a robust ecosystem for its EV’s market introduction. Surely a case study for other global brands to emulate.

    MG Electric Ecosystem

    Here is a list of the significant global alliances, highlighting MG’s farsighted strategic approach which can be replicated over multiple geographies.

    Battery, Charging Infrastructure & Technology Integrators

    • Delta Electronics India: A group entity and leading power and energy management company, Delta has R&D facilities worldwide and has won numerous international and domestic awards. MG Motor India will install a 7.4 kW AC charger, powered by Delta Electronics, at customers’ homes and offices. These AC fast chargers will take around 6 to 8 hours to power a full charge.
    • Exicom Tele-Systems: An EV ecosystem enabler, to accelerate the electrification of vehicles in India. An industry leader, with a comprehensive product portfolio that caters to the needs of the EV ecosystem, with indigenous products.
    • eChargeBays: A start-up in the EV domain, which has developed robust, safe, one-stop solutions for home charging requirements of EV customers. eChargeBays has a well-trained team of home charge specialists, who carry out field installation, in a professional manner.
    • Fortum Charge & Drive India: Fortum is the market leader in Europe, and a frontrunner in the global e-mobility charging space. It has the largest network in Europe, with 76,000+ charging points across 200+ networks, in 33+ countries. MG Motor India has partnered with Fortum Charge & Drive India to install Super-Fast DC chargers (50 kW) at select MG showrooms, in cities where the ZS EV will initially be sold. Through Super-Fast DC chargers (50 kW), the ZS EV will reach 80% battery capacity within 50 minutes.
    • Advanced, liquid-cooled NMC (Nickel Manganese Cobalt) battery from CATL: The advanced NMC battery conforms to high safety standards and will be imported from the SAIC-CATL JV giga-factory near Shanghai. Compliant with US UL2580 battery standards, it covers 8 super-critical safety tests and has an IP 67 dust and water-resistant rating. Manufactured at the largest such facility in the world, the SAIC-CATL gigafactory currently supplies 300,000 EV battery packs, and will eventually increase its annual capacity to 36GWh, in sync with the growing demand for EVs.
    • UAES (a subsidiary of Bosch): MG’s parent company, SAIC Motor, has partnered with UAES, a subsidiary of Bosch, for the power electronics solution that drives the ZS EV. Backed by its parent company’s, UAES has developed a power electronics solution that facilitates a superior driving experience, adapting quickly to harsh and complex environments.
    • Infineon Technologies AG: SAIC Motor has partnered with Infineon, the German global leader in semiconductor solutions, to produce the ZS EV’s HybridPACK Drive automotive power module.

    End of Life Sustainability Strategy

    Ensuring that ZS EV’s batteries are recycled and disposed of responsibly, MG has partnered up with two different companies:

    • Exicom Tele-Systems, for second-life use of ZS EV batteries, in a wide range of non-automotive applications. Exicom plans to leverage its experience in the area of Li-ion batteries and grid-connected devices, to building on a circular economy.
    • Umicore: A global materials technology and recycling group, headquartered in Belgium. Umicore holds a unique position in clean mobility solutions and is a leading supplier of active cathode materials for EV batteries. It also offers recycling services for lithium-Ion batteries with an installed capacity of 7, 000 metric tonnes, equivalent of 40K EV batteries. The partnership aims to provide safe recycling of end-of-life ZS EV batteries.

    These associations are aimed at exploring second-life applications for used EV batteries, as well as ensuring safe battery disposal.

    MG Motors and its associated partners are truly weaving together what it takes to be successful in the introduction of EVs in emerging markets. Following soon after the successful launch of its “fully connected” Hector, MG Motors clearly believes in leveraging the same global partnership approach by putting together all building blocks in readiness for its EV launch.

    Other Related Articles at Counterpoint Research:

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    Global True Wireless Hearables Market to Grow by 90% to 230 Million Units in 2020 https://www.counterpointresearch.com/global-true-wireless-hearables-market-grow-90-230-million-units-2020/ https://www.counterpointresearch.com/global-true-wireless-hearables-market-grow-90-230-million-units-2020/#respond Fri, 06 Dec 2019 02:20:28 +0000 https://www.counterpointresearch.com/?p=24826 The market is expected to grow at 80% CAGR from 2019 to 2022 with a similar growth momentum as the […]

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    The market is expected to grow at 80% CAGR from 2019 to 2022 with a similar growth momentum as the early smartphone market a decade ago

     Seoul, Hong Kong, New Delhi, Beijing, London, Buenos Aires, San Diego

    December 6th, 2019

    The size of the global market for true wireless hearables is expected to reach 120 million units this year and 230 million units in 2020, growing 90% YoY, according to the findings of Counterpoint Research’s Hearables Market Forecast.

    Even though Apple’s market share fell to 45% in Q3 2019, it will likely take more than 50% of the market share on an annual basis. Apple is expected to show a significant turnaround in Q4 fueled by its new model, AirPods Pro, which has gained huge popularity since the launch in late October. In 2020, Apple will maintain a strong market leadership based on its loyal customer base, with advanced product and marketing strategies.

    In 2020, the market will be more dynamic as tech giants such as Amazon, Google and Microsoft are entering the true wireless hearables industry, and existing smartphone makers such as Samsung, Xiaomi and Huawei will expand their business aggressively. While the rapid growth of the Chinese market is prominent, Chinese players are expected to pick-up further in 2020. Not only global brands but the emerging Chinese local brands in low-end products will also command attention.

    Now new models are ceaselessly released with various features and functions, including noise cancellation, bio-sensing, waterproofing and integrated AI voice assistants in broader price ranges from low-cost entry to high-end premium. In addition, demand for replacements from consumers who purchased first generation products two or three years ago, will likely soar, as well as first time purchasers who are now entering the market in large numbers.

    Liz Lee, Senior Analyst at Counterpoint Research, said, “The true wireless hearables market will have a similar growth momentum as the early smartphone market a decade ago. The CAGR of the smartphone market from 2009 to 2012 was 80%, and the true wireless hearables market is expected to grow at 80% CAGR from 2019 to 2022 as well. Based on future product strategies focused on voice communications from global tech companies and their efforts to create high-added value, the true wireless hearables are just becoming one of the daily necessities among consumers.”

    Exhibit: Hearables Market Forecast (2019-2022)

     Global True Wireless Earbuds (Hearables) Market Forecast (2019-2022) by Brand and Region” is available for purchase at report.counterpointresearch.com.

    Please feel free to reach out to us at press@counterpointresearch.com for further questions regarding our latest research, insights or press inquiries.

    Analyst Contacts:

    Liz Lee

    Counterpoint Research
    press@counterpointresearch.com

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    Protected: Smartphone Industry Chain Summit 2019—Growth Opportunity and Technical Challenges in the 5G Era https://www.counterpointresearch.com/smartphone-industry-chain-summit-2019-growth-opportunity-technical-challenges-5g-era/ https://www.counterpointresearch.com/smartphone-industry-chain-summit-2019-growth-opportunity-technical-challenges-5g-era/#respond Thu, 05 Dec 2019 05:18:22 +0000 https://www.counterpointresearch.com/?p=24769 There is no excerpt because this is a protected post.

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    POST EVENT COVERAGE: DAY 2 SNAPDRAGON TECH SUMMIT :: Qualcomm Unveils the Snapdragon 865 5G Platform https://www.counterpointresearch.com/qualcomm-unveils-snapdragon-865-5g-platform/ https://www.counterpointresearch.com/qualcomm-unveils-snapdragon-865-5g-platform/#respond Wed, 04 Dec 2019 16:53:28 +0000 https://www.counterpointresearch.com/?p=24857 Qualcomm unveiled its Snapdragon 865 platform at its annual coming out party, again in beautiful Maui. It is impossible to […]

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    Qualcomm unveiled its Snapdragon 865 platform at its annual coming out party, again in beautiful Maui. It is impossible to give a true critique of its work until devices with the 865 are in the market, which will begin in the first quarter of 2020. However, the year-over-year improvements from the Snapdragon 855 are impressive. This is especially true since in the three years it has been from the 865 being defined to mass production, Qualcomm has overcome some major challenges. The chip supplier has lost multiple licensing practice lawsuits, it had two of its largest customers sue and stop paying, and it was nearly lost in a hostile take-over.

    Snapdragon 865 5G mobile platform builds on over 250 5G design wins

    The key goals of the 865 are for overall improvement in performance and battery life, but there was special emphasis on improving AI, mobile photography, and gaming. Early on, it does appear that Qualcomm can lay claim to the largest 5G customer list as it has secured over 250 5G design wins to date and it is working with over 160 global operators.

    865 key specs and insights

    The 865 is built by TSMC on its 7nm process. The previously announced 765 and 765G are built by Samsung also on a 7nm process. Qualcomm was very diplomatic that both partners are uniquely capable. Qualcomm also hinted at potential capacity restraints, so the company is happy to have a dual source. The X55 is discrete. It is possible Qualcomm ran out of time to integrate the modem into the Snapdragon 865 as it was more important to get the 865 platform into the market for 1Q20 launches. Note, the 765/765G has an integrated X50 modem.

    Other key specs include within imaging:

    • ISP with up to 2 gigapixel / second support, which is up 4x (per clock cycle) and will usher in new features
    • 200 megapixel camera support
    • Slow motion video capture at 120fps at 4K resolution and 960 frames per second without a recording limit; the demos looked impressive
    • First Dolby Vision for video capture in mobile
    • Five camera support:
      • Telephoto, portrait, primary, ultrawide, and macro

     

    4th Gen AI story insights

    The theme reiterated by Qualcomm was AI improves the whole platform. AI will improve imaging applications, gaming and audio. Improved AI will also help performance and efficiency.

    Some of the key specs and improvements:

    • 15 TOPs (trillion operations per second), a 4x improvement
    • More system cache — 3GB, up 30%
    • Under 1mA for voice multi-word wake up; this is key because now a user can have multiple wake-ups for cross ecosystem usage (Google, Alexa, other)

     

    Gaming story improved and many of the improvements will also help the XR platform

    The headline spec catching attention will be the support of 144Hz display refresh rate—a first for mobile. Qualcomm has measured up to 2x performance lift for many operations from the Adreno 650 GPU. These will bring enhancements which will make games look smoother, more realistic, and more like a movie. Desktop features are coming to mobile including:

    • Updatable GPU drivers—performance optimizations can be pushed out for new games as they launch
    • Depth of field improvements—this makes the game look more like a movie due to its fluidity because of better 3D graphics

     

    Qualcomm Snapdragon roadmap take-aways:

    Qualcomm’s goal is to drive ‘real 5G’ down the price curve in all markets. By real 5G, Qualcomm believes Sub6, mmWave, DSS, and SA all needs to be supported. Low-band 5G support will be for blanket coverage and mmWave is required for ‘performance’ needs. These conditions will drive new applications and use cases taking advantage of 5G. This will help Qualcomm since it has a head start on most of the competition – especially with mmWave implementation. There are many positive trends for Qualcomm in 2020.

    For complete Qualcomm Snapdragon and X55 modem information see here.

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    Highlights from the “Smartphone Industry Chain Summit 2019—Growth Opportunity and Technical Challenges in the 5G Era” https://www.counterpointresearch.com/highlights-smartphone-industry-chain-summit-2019-growth-opportunity-technical-challenges-5g-era/ https://www.counterpointresearch.com/highlights-smartphone-industry-chain-summit-2019-growth-opportunity-technical-challenges-5g-era/#respond Wed, 04 Dec 2019 11:28:47 +0000 https://www.counterpointresearch.com/?p=24630 The “Smartphone Industry Chain Summit 2019 – Growth Opportunity and Technical Challenges in the 5G Era”, jointly held by Counterpoint […]

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    The “Smartphone Industry Chain Summit 2019 – Growth Opportunity and Technical Challenges in the 5G Era”, jointly held by Counterpoint Research and Reed Expo, concluded in Shenzhen on Nov 22, 2019.

    During the summit, analysts from Counterpoint Research and guest speakers from Qualcomm, ZTE, Huaqin Telecom, Tianma, and more, shared their views on the latest trends, forecasts and technological developments in the upcoming 5G era. Here we provide highlights from the event.

    Event Recap

    James Yan, Research Director at Counterpoint Research, presented the top 10 trends in the global smartphone market in 2020. His presentation included global and regional smartphone market growth forecasts, 5G smartphones penetration, growth of foldable smartphones, components and manufacturing trends and more. You can find the full report in our Research Portal (Industry Beats > Standard).

    Brady Wang, Associate Director at Counterpoint Research, covered market trends and challenges of smartphones with multiple cameras. Brady’s topic covered smartphone camera megapixel trends, camera setup development, application of AI in cameras, and forecasts on the mainstream technologies of smartphone cameras in 2020. You can find the full report in our Research Portal (Industry Beats > Standard).

    Jene Park, Senior Analyst at Counterpoint Research, presented an overview of global 5G development and success cases from the Korean market. During the presentation, Jene shared with the audience Counterpoint’s forecast on the 5G development roadmap, development pace of 5G vs. LTE, 5G smartphones BOM (Bill of Materials) cost analysis, and strategies of Korean telecom operators to efficiently reach a million subscribers. You can find the full report in our Research Portal (Industry Beats > Standard).

    Mr. Jiming Guo, Product Marketing Director at Qualcomm Technologies, Inc., presented how comprehensive system–level solutions will speed up the launch of commercial 5G devices. Mr. Guo shared Qualcomm’s end-to-end 5G solutions covering modems, RF systems, antennas and more. He also talked about how the comprehensive system-level solutions will facilitate the development of 5G devices, Qualcomm’s 7 series 5G SoC (System on Chip) platform, and how Qualcomm will continue to invest in cloud, big data, AI training, edge computing and extensive partnerships to achieve the possibilities in the future Rel-16 and Rel-17 scenarios.

    Mr. Qianhao Lv, Head of Consumer Experiences & Strategy at ZTE Corporation, spoke about the aspiration of ZTE in the upcoming 5G and IoE (Internet of Everything) era. Mr. Lv believed that while 4G has had an impact on people’s lifestyles, 5G will make an impact on society as a whole and will bring human beings to a real connected and intelligent world. According to ZTE, development of 5G will be much faster than 4G and 3G, and the average data consumption by users is expected to evolve from kilobytes in the 2G era, megabytes in the 3G era, gigabytes in the 4G era to terabytes in the 5G era. ZTE has invested heavily in 5G technologies and become one of the leaders in global 5G patents. As for smartphones, ZTE believed that the form factor design of products, photographic capability and pervasive AI experience, will be the key factors to out-compete in the 5G device market. In the area of industrial applications, ZTE’s industrial OS and ZTE database products for finance companies have been successfully commercialized.

    Mr. Zhigang Wang, Marketing Director from the leading ODM, Huaqin Telecom, presented Huaqin’s strategy to seize 5G opportunities. Mr. Wang talked about Huaqin’s strengths and expertise in offering turnkey products development services covering product design, manufacturing, cost saving, quality control and logistics. According to forecasts from Huaqin Telecom, there is still immense growth potential for smartphone ODMs despite saturation of the overall smartphone market. The annual market size for smartphone ODMs is expected to grow and reach 500 million units in the coming years. In emerging products category, Huaqin Telecom is positive on the growth potential for smartwatches, TWS (True Wireless Stereo Headphones), smart speakers and home robots, in the consumer market. In the industrial sector, Huaqin emphasized on opportunities in XR, industrial robots, autonomous driving, drones and connectivity modules.

    Mr. Canghai Wang, Senior Marketing Manager of Tianma Microelectronics Co.,Ltd., talked about the top 10 development trends in 5G smartphone display panels. According to Mr Wang’s presentation, multiple display designs and technologies will be developed in the 5G era, with flexible OLED displays emerging to become the market mainstream, On-cell-touch (Touch on TFE) becoming the mainstream in OLED display, and punch-hole display design getting increasingly prevalent. The growth of large-sized displays will continue, penetration of the under-display fingerprint sensor technology will be accelerated, and emerging products, such as foldable display smartphones, multi-screen smartphones and gaming smartphones will get more attention in the market.

    During the Q&A session, analysts and guest speakers answered questions from the audience. The discussion towards 5G, new technologies and hardware market opportunities remained lively, even after the event.

    Q&A Moments

    Counterpoint analysts and guest speakers

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    5G Captured 5% of the Global Premium Market in Q3 2019 https://www.counterpointresearch.com/5g-captured-5-global-premium-market-q3-2019/ https://www.counterpointresearch.com/5g-captured-5-global-premium-market-q3-2019/#respond Wed, 04 Dec 2019 11:21:20 +0000 https://www.counterpointresearch.com/?p=24729 According to Counterpoint Research Market Pulse service, the global premium market sell-through declined 7% YoY. The contribution of 5G within […]

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    According to Counterpoint Research Market Pulse service, the global premium market sell-through declined 7% YoY. The contribution of 5G within the price segment was 5% during the quarter.  Samsung led the 5G segment with 74% of the market share followed by LG (11%) and Vivo (5%).   This was driven by the early adoption of 5G in South Korea, followed by North America and China. The Samsung Galaxy S10 5G was the top-selling model, capturing over one-third of the total sales of all 5G devices.

    All major OEMs in the premium segment now have 5G-capable devices, except Apple. Still, Apple alone captured over half of the premium market in Q3 2019. Apple grew 1% YoY increasing its market share from 48% a year back to 52% during the quarter. This was driven by both the initial, strong demand for the iPhone 11, as well as the continued success of the iPhone XR. iPhone XR was the top-selling model globally in the premium segment.

    Exhibit 1: Premium segment market share by OEMs, Q3 2019

    Huawei remained in the top three OEMs in the premium segment driven by the popularity of the P30 series, especially in China. China contributed to over 80% of Huawei’s sell-through in the premium segment as compared to 73% in the year ago quarter. The trend is likely to continue. It will be difficult for the newly launched Mate 30 series to create any progress outside China because it lacks Google Mobile Services (GMS). GMS is an important enabler for Huawei to continue its success outside China.

    OnePlus recaptured its position among the top five OEMs in the segment. It also led the India premium segment, which reached a record high shipment level during the quarter. With the launch of OnePlus 7T and 7T Pro, the OEM now covers a wide portfolio across different price bands in the premium segment targeting users at various price points to upgrade.

    LG also captured a spot in the top five, driven by the V50 ThinQ 5G. LG grew 20% YoY in the premium segment. This is in contrast with LG’s overall smartphone shipments, which declined over 30% YoY during the quarter.

    Overall, within the price bands, driven by the iPhone XR, the US$600-799 wholesale price band continues as the most volume-centric, capturing 43% of the entire premium segment. The US$800-999 wholesale price segment grew the fastest, as Samsung grew 145% YoY in the segment driven by Galaxy S10 and Galaxy Note 10 Series.

    Exhibit 2: Premium segment share by wholesale price (US$) tiers and YoY Growth, Q3 2019

     

    Going forward, the adoption of 5G will play a key role in the growth of the premium segment as well as the overall global smartphone market. Apple will be launching its 5G devices in 2020 driving upgrades among Apple users and potentially pulling in some previous Android users. Currently, all the 5G phones available fall within the premium segment, but this will also change in 2020. Major Chinese OEMs will launch 5G-capable devices in the sub-US$ 400 price band. China will drive the 5G segment followed by other key markets like the US and Korea. The uptake of 5G will also push the overall global smartphone market to grow in 2020.

     

    Note: The analysis above is based on wholesale price (US$) and the premium segment is US$400 and above.

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    Post Event Coverage: Day 1 Snapdragon Tech Summit :: Qualcomm Accelerates Its 5G Efforts with New Mobile Platforms https://www.counterpointresearch.com/day-1-snapdragon-tech-summit-qualcomm-accelerates-5g-efforts-new-mobile-platforms/ https://www.counterpointresearch.com/day-1-snapdragon-tech-summit-qualcomm-accelerates-5g-efforts-new-mobile-platforms/#respond Tue, 03 Dec 2019 12:05:28 +0000 https://www.counterpointresearch.com/?p=24744 Qualcomm’s Snapdragon Tech Summit 2019 kicked off on 3rd December in Maui. Qualcomm has billed it as the largest launch […]

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    Qualcomm’s Snapdragon Tech Summit 2019 kicked off on 3rd December in Maui. Qualcomm has billed it as the largest launch event of the year for the company. Qualcomm started the event by giving a 5G rollout update and announced it now has over 230 5G design wins. Highlights from day one included:

    • Snapdragon 865, 765 and 765G:

    Qualcomm announced its first-ever integrated 5G platform with the launch of Snapdragon 765 and 765G mobile platforms. Although the hardware details will be disclosed during day two of the event, some of the highlights indicate that Qualcomm is aiming to drive 5G into mid-tier price points in 2020. Interestingly, the 7-series has an integrated modem while the 8-series does not.

    Qualcomm Snapdragon 765G 5G Mobile PlatformAn image clicked using Qualcomm Snapdragon 765G 5G Mobile Platform

    Qualcomm Snapdragon 865G 5G Mobile PlatformAn image click using Qualcomm Snapdragon 865G 5G Mobile Platform

    Qualcomm has integrated the X52 5G modem into the 765 and 765G series, while the flagship 865 mobile platform will include the Snapdragon X55 Modem-RF system. The granular details are still to come, but some of the key specs of the X52 modem include:

    • Download speeds up to 3.7Gbps
    • mmWave and Sub6 support
    • Dynamic spectrum sharing—4G and 5G devices can share the same FDD channel–meaning carriers do not have to wait to clear spectrum before rolling out 5G
    • Carrier aggregation
    • Non-standalone and standalone 5G

    Qualcomm 765 and 765G Opening

    • Snapdragon 865 and 765 5G Modular Platforms:

    Qualcomm also announced the Snapdragon 865 and 765 5G modular platforms. Qualcomm aims to replicate the success it had with integrated chipset solutions and its reference design approach from the 3G/4G era. 5G modular platforms aim to help OEMs get over the complexities in the 5G device launch phase and more easily develop broader portfolios. With 5G modular platforms, Qualcomm will be integrating almost all components into two to three modules, enabling an easy layout. These modular platforms are operator certified, have lower development costs and ensure faster time to market for OEMs. Verizon and Vodafone are the first carriers announcing support of the certification program for Snapdragon modular platforms, with more carriers joining in 2020.These modular solutions are not just applicable for smartphones but can also be adopted in adjacent segments like automotive, IoT and wearables.Qualcomm 765 and 865 5G Opening

    • Upcoming 5G devices: Representatives from Motorola, Xiaomi, OPPO, and HMD Global shared the stage making product announcements and complimenting the new Snapdragon designs.

    Motorola’s President, Sergio Buniac, announced its commitment to the foldable smartphone segment and how its partnership with Qualcomm will help it to bring more 5G phones in 2020. Motorola stressed the importance of how the Snapdragon 765 platform will be critical in expanding 5G in different markets. Motorola also announced profitability for five quarters running.

    Xiaomi’s, Co-founder and Vice Chairman, Lin Bin announced the upcoming Mi 10 smartphone powered by the Snapdragon 865 platform. Xiaomi also announced that, to date, 427 million Qualcomm powered Xiaomi smartphones have been shipped. In fact, all premium-tier devices from Xiaomi since 2011 have been powered by Qualcomm’s Snapdragon. Xiaomi is also planning to launch more than ten 5G smartphones in 2020.

    OPPO’s Vice President, Alen Wu, highlighted how the partnership with Qualcomm helped it to launch its first 5G commercial phone in the European market. OPPO is accelerating its Global 5G deployment. It is working with 11 operators in seven countries to launch 5G products in these markets as part of its 5G landing project. It is also launching its first smartphone with the Snapdragon 865 platform in Q1 2020 and the Reno 3 Pro with Snapdragon 765 platform.

    HMD Global, Chief Product Officer, Juho Sarvikas, highlighted the approach to 5G with a focus on Snapdragon 765 to deliver premium flagship experiences in the affordable segment. Nokia phones will be covering the highest number of 5G new radio bands in both mid and low bands with the goal of holding a 5G connection longer. This will also help 5G roaming. Nokia will also leverage Qualcomm to highlight its PureView imaging story and likely incorporate its modular platforms.

    Other Chinese OEMs and ODMs are planning to launch 5G devices with Qualcomm chipsets in 2020 and beyond. These include BlackShark, Coolpad, iQOO, Lenovo, Meizu, Nubia, OnePlus, Realme, Smartisan, TCL, vivo, Wingtech, ZTE, and 8848.

    Qualcomm Tech Summit 2019

    • Sonic Max, a new fingerprint-scanning technology

    Qualcomm unveiled 3D Sonic Max, which is the updated version of Qualcomm’s ultrasonic fingerprint sensor. 3D Sonic Max sensor recognition areas are 17 times bigger than the previous generation and can read two fingerprints at the same time enabling extra authentication and comes with much-improved security levels. Qualcomm is aiming for a one in a million-accuracy rate which is similar to Apple’s accuracy claim on face ID.

    • Verizon, AT&T, and T-Mobile are all committed to mmWave

    A key theme of Qualcomm was echoed by the three largest operators in the US—low bands will be used for blanket 5G support and mmWave be used for ‘performance’. Each carrier made news with a 5G announcement. T-Mobile announced it has turned on its 600MHz 5G network, covering over 200 million people and over 5,000 cities. Verizon announced new 5G innovation centers and that 5G will reach 30 US cities by year-end. AT&T announced its Band 14 (700MHz) FirstNet network is 75% complete. It also announced a new rural disaster response network which can be deployed from an airship.

    The post Post Event Coverage: Day 1 Snapdragon Tech Summit :: Qualcomm Accelerates Its 5G Efforts with New Mobile Platforms appeared first on Counterpoint Research.

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    Consumers Willing to Spend 20% More on 5G Smartphones https://www.counterpointresearch.com/consumers-willing-spend-20-5g-smartphones/ https://www.counterpointresearch.com/consumers-willing-spend-20-5g-smartphones/#respond Tue, 03 Dec 2019 05:05:53 +0000 https://www.counterpointresearch.com/?p=24684 Samsung, LG, OnePlus, Oppo, Xiaomi along with many other smartphone players released their first 5G smartphone during 2019. Apple expects […]

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    Samsung, LG, OnePlus, Oppo, Xiaomi along with many other smartphone players released their first 5G smartphone during 2019. Apple expects to launch next-generation 5G iPhones in 2020. Since the USA is going to be one of the top two markets globally for network roll-out, we conducted a consumer research study to understand potential consumer demand for the new technology.

    According to the survey, a majority of consumers showed positive interest in buying a 5G smartphone and almost one in four is willing to spend as much as 20% more to upgrade to a 5G smartphone compared to a 4G model.

    The survey revealed some interesting insights on the purchase intention and attitude towards an upcoming wave of 5G smartphones. The interest in buying a 5G smartphone is highest among respondents earning between $1500 – $5000 per month. These consumers are willing to spend between $800-$1500 on a 5G smartphone. Most of these users are using a phone which is at least 18 months old. Respondents earning less than $1500 per month would not want to spend more than $700 on a 5G smartphone. Male respondents reflected a stronger inclination towards 5G smartphones than females.

    Further detail on the demographics shows that more than half the respondents in the 25-34 years age group are willing to spend $600 – $1000 on a 5G smartphone, while those over 35 would wish to spend less than $600.

    Spending Intention for Buying 5G smartphones

    Source: Consumer Lens

    The above indicators good are signs for the smartphone and service provider ecosystem. However, with some early users reporting disappointing performance, the industry will need to ensure a positive experience for early adopters to prevent turning-off potential upgraders.

    Newer 5G applications and services such as mobile eXtended Reality (XR), cloud gaming and others can accelerate 5G device upgrades. However, we believe the consumer purchase decision will be stimulated further by various factors including operator and brand promotions, data plan pricing, better 5G coverage, and higher data throughput in dense urban areas.

    The US and other mature smartphone markets have seen a slowing upgrade cycle in smartphones and the roll-out of 5G networks and devices will likely stimulate a quickening of the replacement rate in the near- to mid-term. According to our preliminary global smartphone shipment estimates, 5G will grow strongly in the USA, China, and several Western European countries over the next year. Compared to initial 4G sales, we expect 5G to grow at a much faster pace and contribute to the global smartphone market growing by four to five percent in 2020.

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    Three Key Takeaways from Xiaomi Third Quarter Earnings Call https://www.counterpointresearch.com/three-key-takeaways-xiaomi-third-quarter-earnings-call/ https://www.counterpointresearch.com/three-key-takeaways-xiaomi-third-quarter-earnings-call/#respond Mon, 02 Dec 2019 08:47:26 +0000 https://www.counterpointresearch.com/?p=24697 Xiaomi announced its third-quarter results recently. Xiaomi is having a mixed 2019 with only moderate  growth (2% YoY) in its […]

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    Xiaomi announced its third-quarter results recently. Xiaomi is having a mixed 2019 with only moderate  growth (2% YoY) in its smartphone business that still contributes around 60% of its overall revenue. But it is performing better in other segments of its business.

    The three most important takeaways from its recent third-quarter earnings call are:

    • Quarterly revenue hit an all-time record, but smartphone growth slowed: Xiaomi posted record revenue of RMB 53.7 billion with a YoY growth of 5.5%. Its gross profit during the quarter hit RMB 8.2 billion with a YoY growth of 25.2%. Its adjusted net profit increased by 20.3% YoY to reach RMB 3.5 billion. However, the smartphone segment that accounts for 60% of its total revenue, declined 7.8% YoY to reach RMB 32.2 billion. The decline was driven by its performance in China, where it had a sharp decline (-38%) during the quarter thanks to the onslaught from Honor on one side, and Oppo A-series and Vivo Y-series on the other. The decline would have been steeper if it weren’t for the strong performance in India (+8%) and Western European markets (+68%).
    • China turnaround dependent on 5G smartphones: For Xiaomi to gain in the global smartphone market, its performance in its home market China will be crucial. Having a strong portfolio of 5G smartphones can help Xiaomi to capture growth. During the quarter, Xiaomi launched its first-ever 5G smartphone in China, Mi9 Pro, which started well. Xiaomi also announced that it will launch at least 10 5G models in 2020 to capture first-time 5G smartphone users. It is also launching its first 5G smartphone under its Redmi brand (K30) in the coming month. 5G smartphones can also help Xiaomi to improve its ASP which grew a modest 4.6% in China and declined 4.1% outside China; its competitors like Oppo, vivo, and Huawei improved their ASPs in many markets. Additionally, before 5G kicks-in, Xiaomi needs to resolve its inventory situation. There were positive signs during the quarter with inventory turnover days falling from 65 days in Q1 2019 to 52 days in Q3 2019, but more can be done.
    • IoT and Lifestyle category drove revenue. Monetization of userbase outside China key to drive service revenue: During the third quarter, Xiaomi’s smartphone revenue decline was offset by its IoT and lifestyle segment, which grew 44.4% YoY to reach RMB 15.6 billion and contributing 29% of the total revenue. TV and wearable segments performed well, contributing the majority of the revenue growth. Xiaomi now has a monthly active MIUI user base of 291.6 million, while the number of connected IoT devices (excluding smartphones and laptops) reached 213.2 million. Out of 291.6 million MIUI users, 112.8 million are from China These are impressive user metrics for any brand, but the key challenge for Xiaomi is to monetize this user base thus driving its internet services revenue which contributes to just 10% of the overall revenue, reaching RMB 5.3 billion during the quarter.As of now Smart TV and Mi Box drove its services revenue with 3.2 million paid subscribers. During the quarter, 37.2% of Xiaomi’s Internet service revenue was from internet services outside of advertising and gaming from mainland China smartphones. However, a lot needs to be done to drive service growth from outside China, especially in markets like India where it has a significant installed base. We believe that within China, advertising, gaming and TV subscriptions can drive service revenue, but in overseas market it will be services revenue from its IoT products that will be key. The absence of a strong service strategy around its IoT devices means that the overall mix and user engagement with its ecosystem products remains low. To drive the attach rate and engagement, Xiaomi should carefully bundle services on top of its popular IoT products like wearables, smart home devices, TV and others. 

    To conclude, we believe Xiaomi is at an interesting crossroads. At one point it has to arrest the decline in the smartphone segment within China by accelerating its efforts in 5G devices, while at the same time it finding ways to monetize its massive ~292 million userbase to drive its service strategy. In such a scenario having sufficient working capital is critical. As of now Xiaomi has enough cash in hand with total cash resources at RMB 56.6 billion at the end of Q3 2019. Continuing investing in R&D (its R&D expenses from 2016 to Q3 2019 reached RMB 16.3 billion) will be key to unlocking new revenue potential via in house development as well as investing in meaningful partnerships in content and services. We believe that Xiaomi is aware of its upcoming battles on multiple fronts and 2020 will prove to be a crucial year for Xiaomi.

    The post Three Key Takeaways from Xiaomi Third Quarter Earnings Call appeared first on Counterpoint Research.

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    New Opportunities in Automotive Electronics – Innovations from Tesla’s Cybertruck https://www.counterpointresearch.com/new-opportunities-automotive-electronics-innovations-teslas-cybertruck/ https://www.counterpointresearch.com/new-opportunities-automotive-electronics-innovations-teslas-cybertruck/#respond Sun, 01 Dec 2019 06:32:51 +0000 https://www.counterpointresearch.com/?p=24611 Tesla launched its new electric vehicle (EV) in November 2019, the Cybertruck, which has several new features, such as the […]

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    Tesla launched its new electric vehicle (EV) in November 2019, the Cybertruck, which has several new features, such as the sharp-edged design, the strip-shaped headlights, and the long car length. However, two innovations have also been observed from the perspective of technology, including e-mirrors and solar panels that will bring new opportunities in automotive electronics.

    E-mirror will driver the usage of the high-resolution camera as well as increase the unit content of camera per car.

    E-mirrors are not new, but still quite rare. The Audi E-Tron has them fitted as standard to the highest trim level and Honda is planning them for its Honda E electric car. But they have seen limited adoption in commercial vehicles, since removing physical side mirrors is illegal in some countries. Also, e-mirror replacing side mirrors will take some getting used to, depending on how the screens are positioned. This re-learning may increase driver reaction time or otherwise cause a distraction. However, this is likely less of a problem for Tesla owners, as their acceptance of inventions tends to be high.

    In terms of components, e-mirrors will either need to increase the number of cameras or to improve the resolution of existing cameras. Tesla currently has a total of eight cameras. In addition to being used as an image source for autonomous driving, they can be used as a driving recorder (Sentry Mode). However, the resolution of Tesla’s existing cameras is low. Tesla is bound to improve the resolution or add new cameras to meet the requirements for e-mirrors.

    The demand for solar panels on electric vehicles will increase the usage of the power semiconductor device.

    Solar panels are often used as electricity generators in power plants or on the roof of houses. Tesla has commercialized solar panels and storage batteries for use in houses and to charge Tesla cars. Tesla now plans to use solar cells on its new EV to slightly increase its mileage. Tesla is not the first car maker to commercialize solar panels. Some startups, such as Lightyear from the Netherlands and Sono Motors from Germany, as well as automotive OEMs, such as Toyota Motor and Hyundai Motor, are all planning to launch electric or hybrid vehicles with solar panels.

    Tesla used to regard using solar panels in cars as inefficient. However, the decreasing cost of solar cells, thinner profiles, and improving efficiency have convinced Tesla to try with the Cybertruck. In addition, there are additional use cases with a utility vehicle, such as powering ancillary equipment, where an additional source of power will prove beneficial. Nevertheless, it remains unclear whether Tesla will use solar panels in its other vehicles in the future. However, with the popularity of electric vehicles, other automotive OEMs must consider this a probability.

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    Meet Counterpoint at the Annual Snapdragon Tech Summit, Hawaii https://www.counterpointresearch.com/meet-counterpoint-annual-snapdragon-tech-summit-hawaii/ https://www.counterpointresearch.com/meet-counterpoint-annual-snapdragon-tech-summit-hawaii/#respond Sun, 01 Dec 2019 04:37:10 +0000 https://www.counterpointresearch.com/?p=24618 Catch us at the Annual Snapdragon Techn Summit from December 3 – December 5 Our Research Directors, Tarun Pathak, Jeff […]

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    Catch us at the Annual Snapdragon Techn Summit from December 3 – December 5

    Our Research Directors, Tarun Pathak, Jeff Fieldhack and James Yan, will be attending the Annual Snapdragon Technology Summit, Maui, Hawaii, 2019. You can schedule a meeting with them to discuss the latest trends in the technology, media and telecommunications sector and understand how our leading research and services can help your business.

    To get live Annual Snapdragon Tech Summit updates you can watch this space or follow us on Twitter 

    Click here to schedule a meeting with them.

    Read more about the Qualcomm Snapdragon Tech Summit 2019

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    Global Smartphone Market Share: By Quarter https://www.counterpointresearch.com/global-smartphone-share/ https://www.counterpointresearch.com/global-smartphone-share/#comments Fri, 29 Nov 2019 02:30:30 +0000 http://www.counterpointresearch.com/?p=8938/ Data on this page is updated every quarter This data represents the Global smartphone market share by quarter (from 2017-2019) […]

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    Data on this page is updated every quarter

    This data represents the Global smartphone market share by quarter (from 2017-2019) by top OEMs. Global smartphone shipments by market share and millions of units is provided.

    For detailed insights on the data, please reach out to us at contact(at)counterpointresearch.com. If you are a member of the press, please contact us at press(at)counterpointresearch.com for any media enquiries.

    Q3 2019 Highlights

    • The top three brands, Samsung, Huawei and Apple, together cornered almost half of the smartphone market, with the rest of the market left for hundreds of other brands to compete fiercely.
    • Samsung continued its growth at 8.4% YoY, capturing over one-fifth of the global smartphone market. This is due to strong Note 10 and Galaxy A series sales.
    • Huawei grew a very healthy 28.5% YoY globally. It captured a record 40% market share in the Chinese smartphone market.
    • Apple iPhone shipments were down 4%, and as a result revenues fell 11% YoY.
    • Realme remained the fastest-growing brand for the second time
    • BBK Group (OPPO, Vivo, Realme, and OnePlus) is close to becoming the largest smartphone manufacturer group globally, accounting for over 20% of the global smartphone market and three of its brands in the top 10.

    Counterpoint Global Smartphone Market Share Q3 2019

    Source: MOBILE DEVICES MONITOR – Q3 2019 (Vendor Region Countries)

    [Global Smartphone Share(%)]

    Global Smartphone Shipments Market Share (%) 2018

    Q3

    2018

    Q4

    2019

    Q1

    2019

    Q2

    2019

    Q3

    Samsung 19% 18% 21% 21% 21%
    Huawei# 14% 15% 17% 16% 18%
    Apple 12% 17% 12% 10% 12%
    Oppo 9% 8% 8% 9% 9%
    Xiaomi 9% 6% 8% 9% 8%
    vivo 8% 7% 7% 8% 8%
    Realme 0% 1% 1% 1% 3%
    Others 29% 28% 26% 26% 21%

    [Global Smartphone Shipments (Millions of Units)]

    Global Smartphone Shipments 2018Q3 2018Q4 2019Q1 2019Q2 2019Q3
    Samsung 72.3 69.8 72.0 76.3 78.2
    Huawei# 52.0 59.7 59.1 56.6 66.8
    Apple 46.9 65.9 42.0 36.5 44.8
    Oppo 33.9 31.3 25.7 30.6 32.3
    Xiaomi 33.3 25.6 27.8 32.3 31.7
    vivo 30.5 26.5 23.9 27.0 31.3
    Realme 1.2 3.3 2.8 5.0 10.2
    Others 109.7 112.6 87.7 92.8 84.7
    #Huawei includes HONOR.
    *Ranking is according to latest quarter.

    Click here to read the about global smartphone market in Q3 2019.

    Q2 2019 Highlights

    • Samsung grew 7.1% YoY, capturing over one-fifth of the global smartphone market share.
    • Huawei grew 4.6% YoY, but the US trade ban will its growth momentum, especially in the overseas market.
    • Apple iPhone shipments fell 11%, and iPhone revenues fell 12% year-on-year.
    • Realme entered the top 10 OEMs globally for the first time. It took Realme only a year to achieve this feat.

    Global Smartphone Market Share Q2 2019Source: Counterpoint Research Source: Market Monitor

    [Global Smartphone Share(%)]

    Global Smartphone Shipments Market Share (%) 2018

    Q2

    2018

    Q3

    2018

    Q4

    2019

    Q1

    2019

    Q2

    Samsung 20% 19% 18% 21% 21%
    Huawei# 15% 14% 15% 17% 16%
    Apple 11% 12% 17% 12% 10%
    Xiaomi 9% 9% 6% 8% 9%
    Oppo 8% 9% 8% 8% 9%
    vivo 7% 8% 7% 7% 8%
    Lenovo** 2% 3% 3% 3% 3%
    Others 31% 28% 26% 24% 24%

    [Global Smartphone Shipments (Millions of Units)]

    Global Smartphone Shipments 2018

    Q2

    2018

    Q3

    2018

    Q4

    2019

    Q1

    2019

    Q2

    Samsung 71.5 72.3 69.8 72.0 76.3
    Huawei# 54.2 52.0 59.7 59.1 56.6
    Apple 41.3 46.9 65.9 42.0 36.5
    Xiaomi 32.0 33.3 25.6 27.8 32.3
    Oppo 29.6 33.9 31.3 25.7 30.6
    vivo 26.5 30.5 26.5 23.9 27.0
    Lenovo** 9.0 11.0 10.1 9.5 9.5
    Others 100.2 99.9 105.7 81.0 85.2
    #Huawei includes HONOR.
    **Lenovo includes Motorola.
    *Ranking is according to latest quarter.

    Q1 2019 Highlights

    • Overall smartphone shipment declined 5% in Q1 2019, Sixth consecutive quarter of shipments falling.
    • Samsung recorded an increase in revenue as Galaxy S10 flagship smartphones did better than Galaxy S9 at the time of launch.
    • Apple iPhone shipments declined year-over-year for the second consecutive quarter.
    • Xiaomi smartphone shipments declined annually as it faces tough competition in the China market.

    Global Smartphone Market Share Q1 2019

    Source: Counterpoint Research Market Monitor

    [Global Smartphone Share(%)]

    Global Smartphone Shipments Market Share (%) 2018

    Q1

    2018

    Q2

    2018

    Q3

    2018

    Q4

    2019

    Q1

    Samsung 22% 20% 19% 18% 21%
    Huawei# 11% 15% 14% 15% 17%
    Apple 14% 11% 12% 17% 12%
    Xiaomi 8% 9% 9% 6% 8%
    Oppo 7% 8% 9% 8% 8%
    vivo 5% 7% 8% 7% 7%
    Motorola 2% 2% 3% 2% 3%
    Others 31% 31% 28% 27% 24%

    [Global Smartphone Shipments (Millions of Units)]

    Global Smartphone Shipments 2018

    Q1

    2018

    Q2

    2018

    Q3

    2018

    Q4

    2019

    Q1

    Samsung 78.2 71.5 72.3 69.8 72.0
    Huawei# 39.3 54.2 52.0 59.7 59.1
    Apple 52.2 41.3 46.9 65.9 42.0
    Xiaomi 28.1 32.0 33.3 25.6 27.8
    Oppo 24.2 29.6 33.9 31.3 25.7
    vivo 18.9 26.5 30.5 26.5 23.9
    Motorola 7.6 8.3 10.6 9.5 8.9
    Others 113.1 100.9 100.4 106.4 81.6
    #Huawei includes HONOR.
    *Ranking is according to latest quarter.

    Q4 2018 Highlights

    • Q4 2018 smartphone shipments declines 7%; Fifth consecutive quarter of smartphone decline
    • For Q4 2018, Huawei, OPPO and vivo continue to dominate with strong performances in China, India, Asia and parts of Europe. The trio have multiple regions to enter and grow moving forward into 2019.
    • Samsung and Apple saw a tough quarter and tough 2018 as demand for their flagship phones have waned due to competition from affordable premium and more cutting-edge phones from Chinese brands such as Huawei and OnePlus.
    • Xiaomi reached a record fourth position for the full year after two years of setbacks thanks to immense growth in India. It has surpassed OPPO globally to take back the fourth position.

    Global Smartphone Share(%) 2017 Q4 - 2018 Q4Source: Counterpoint Research Market Monitor

    [Global Smartphone Share(%)]

    Global Smartphone Shipments Market Share (%) 2017

    Q4

    2018

    Q1

    2018

    Q2

    2018

    Q3

    2018

    Q4

    Samsung 18% 22% 20% 19% 18%
    Apple 18% 14% 11% 12% 17%
    Huawei 10% 11% 15% 14% 15%
    Oppo 7% 7% 8% 9% 8%
    vivo 6% 5% 7% 8% 7%
    Xiaomi 7% 8% 9% 9% 6%
    Motorola 3% 2% 2% 3% 2%
    Others 31% 31% 28% 26% 27%

    [Global Smartphone Shipments (Millions of Units)]

    Global Smartphone Shipments 2017

    Q4

    2018

    Q1

    2018

    Q2

    2018

    Q3

    2018

    Q4

    Samsung 74.4 78.2 71.5 72.3 69.8
    Apple 77.3 52.2 41.3 46.9 65.9
    Huawei 41.0 39.3 54.2 52.0 59.7
    Oppo 30.7 24.2 29.6 33.9 31.3
    vivo 24.0 18.9 26.5 30.5 26.5
    Xiaomi 31.0 28.1 32.0 33.3 25.6
    Motorola 10.9 7.6 8.3 10.6 9.5
    Others 134.8 113.1 100.9 100.4 106.4
    *Ranking is according to latest quarter.

    Q3 2018 Highlights

    • The top 10 players now capture 79% of the market leaving 600+ brands to compete for the remaining 21% of the market.
    • iPhone helped Apple to record 3rd quarter revenue even as shipments remain flat YoY.
    • Samsung continued to lead the smartphone market with 19% market share in the quarter.

    Source: Counterpoint Research Market Monitor

    [Global Smartphone Share(%)]

    Global Smartphone Shipments Market Share (%) 2017

    Q3

    2017

    Q4

    2018

    Q1

    2018

    Q2

    2018

    Q3

    Samsung 21% 18% 22% 20% 19%
    Huawei 10% 10% 11% 15% 14%
    Apple 12% 18% 14% 11% 12%
    Oppo 8% 7% 7% 8% 9%
    Xiaomi 7% 7% 8% 9% 9%
    vivo 7% 6% 5% 7% 8%
    Motorola 3% 3% 2% 2% 3%
    Others 32% 31% 31% 28% 26%

    [Global Smartphone Shipments (Millions of Units)]

    Global Smartphone Shipments 2017

    Q3

    2017

    Q4

    2018

    Q1

    2018

    Q2

    2018

    Q3

    Samsung 83.3 74.4 78.2 71.5 72.3
    Huawei 39.1 41.0 39.3 54.2 52.0
    Apple 46.7 77.3 52.2 41.3 46.9
    Oppo 32.5 30.7 24.2 29.6 33.9
    Xiaomi 28.5 31.0 28.1 32.0 33.3
    vivo 28.6 24.0 18.9 26.5 30.5
    Motorola 12.5 10.9 7.6 8.3 10.6
    Others 127.6 134.8 113.1 101.0 100.4
    *Ranking is according to latest quarter.

    Q2 2018 Highlights

    • Smartphone shipments declined 2% annually to 360 million units in Q2 2018.
    • The top 10 brands accounted for 79% of the smartphone volumes in Q2 2018.
    • Samsung led the smartphone market by volume with a market share of 20% in Q2 2018 even though it registered an annual decline of 11% due to weak sales of its flagship Galaxy S9 series smartphones.
    • Huawei shipments grew 41% annually in Q2 2018. The company managed to be the fastest growing (21%) smartphone brand amid a declining China smartphone market and grew fully 71% overseas.
    • Apple shipped 41.3 million iPhones during Q2 2018, up 1% compared to the same quarter last year. iPhone X remains the top seller for Apple during the quarter.

    Global Smartphone Market Share Q2 2018Source: Counterpoint Research Market Monitor

    [Global Smartphone Share(%)]

    Global Smartphone Shipments Market Share (%) 2017

    Q2

    2017

    Q3

    2017

    Q4

    2018

    Q1

    2018

    Q2

    Samsung 22% 21% 18% 22% 20%
    Huawei 11% 10% 10% 11% 15%
    Apple 11% 12% 18% 14% 11%
    Xiaomi 6% 7% 7% 8% 9%
    Oppo 8% 8% 7% 7% 8%
    vivo 7% 7% 6% 5% 7%
    LG 4% 3% 3% 3% 3%
    Others 31% 32% 31% 30% 27%

    [Global Smartphone Shipments (Millions of Units)]

    Global Smartphone Shipments 2017

    Q2

    2017

    Q3

    2017

    Q4

    2018

    Q1

    2018

    Q2

    Samsung 80.4 83.3 74.4 78.2 71.5
    Huawei 38.5 39.1 41.0 39.3 54.2
    Apple 41.0 46.7 77.3 52.2 41.3
    Xiaomi 23.1 28.5 31.0 28.1 32.0
    Oppo 30.5 32.5 30.7 24.2 29.6
    vivo 24.8 28.6 24.0 18.9 26.5
    LG 13.3 13.9 13.9 11.4 9.8
    Others 113.9 126.3 131.8 109.3 99.5
    *Ranking is according to latest quarter.

    Q1 2018 Highlights

    • Smartphone shipments declined 3% annually reaching 360 million units in Q1 2018.
    • The China market decline in Q1 2018, affected the overall growth of some of the key Chinese brands including OPPO and vivo. Both saw a decline in the quarter as a result of the China market slowdown.
    • Smartphone penetration fell to 76% of all the mobile phones shipped in the quarter. This was partly due to an increase in feature phone shipments by some key brands such as Nokia HMD and Reliance Jio who both saw YoY growth.
    • Top 10 brands accounted for 76% of the smartphone volumes in Q1 2018.

    Source: Counterpoint Research Market Monitor

    [Global Smartphone Share(%)]

    Global Smartphone Shipments Market Share (%) 2017

    Q1

    2017

    Q2

    2017

    Q3

    2017

    Q4

    2018

    Q1

    Samsung 22% 22% 21% 18% 22%
    Apple 14% 11% 12% 18% 14%
    Huawei 9% 11% 10% 10% 11%
    Xiaomi 4% 6% 7% 7% 8%
    Oppo 7% 8% 8% 7% 7%
    vivo 6% 7% 7% 6% 5%
    LG 4% 4% 3% 3% 3%
    ZTE 4% 3% 2% 2% 2%
    Others 30% 28% 30% 29% 28%

    [Global Smartphone Shipments (Millions of Units)]

    Global Smartphone Shipments 2017

    Q1

    2017

    Q2

    2017

    Q3

    2017

    Q4

    2018

    Q1

    Samsung 80.0 80.4 83.3 74.4 78.2
    Apple 50.8 41.0 46.7 77.3 52.2
    Huawei 34.6 38.5 39.1 41.0 39.3
    Xiaomi 13.4 23.1 28.5 31.0 28.1
    Oppo 26.1 30.5 32.5 30.7 24.2
    vivo 22.8 24.8 28.6 24.0 18.9
    LG 14.8 13.3 13.9 13.9 11.4
    ZTE 13.3 12.2 9.8 9.4 7.1
    Others 115.4 101.8 116.5 122.5 102.2
    *Ranking is according to latest quarter.

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    MEA Smartphone Market Growth Slows in Q3 2019 https://www.counterpointresearch.com/mea-smartphone-market-growth-slows-q3-2019/ https://www.counterpointresearch.com/mea-smartphone-market-growth-slows-q3-2019/#respond Thu, 28 Nov 2019 08:55:48 +0000 https://www.counterpointresearch.com/?p=24484 New Delhi, Hong Kong, Seoul, London, Beijing, San Diego, Buenos Aires – November 28, 2019 MEA smartphone market grew just […]

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    New Delhi, Hong Kong, Seoul, London, Beijing, San Diego, Buenos Aires –

    November 28, 2019

    • MEA smartphone market grew just 2% YoY in Q3 2019.
    • 2 out of the top 3 markets, Nigeria and South Africa, are facing economic challenges.
    • Transsion Group’s feature phone market share reached the highest ever (77%), Samsung led the overall smartphone market (29%)

    The smartphone market in Middle East and Africa (MEA) grew a modest 2% year-on-year (YoY) in Q3 2019, while the feature phone segment remained flat, according to Counterpoint Research’s latest Market Pulse report. Overall handset market grew 1% YoY. One of the main reasons for modest growth in the region is slowing in key countries. Markets like Nigeria, Egypt and South Africa that contribute to one-fourth of the overall regional sales are recovering from economic and regulatory challenges.

    Commenting on the smartphone market growth, Tarun Pathak, Associate Director at Counterpoint Research, said, “The Middle East and Africa markets are at different stages of development and face a variety of economic, political and regulatory challenges. The region is largely under-penetrated (~40%) even though it is the third-largest region in terms of absolute internet users (>500 Mn). Hence, the next level of growth in the region will be driven by first-time internet users. While the Middle East is traditionally a strong and developed region, there are countries in Africa (Namibia, Tanzania, etc) where customers are paying among the highest rates in the world to access the internet. To bridge this gap a collective effort from telecom operators, government and handset players is required.”

    Commenting on the OEM landscape, Varun Mishra, Research Analyst at Counterpoint Research said, “Transsion Group’s brands’ (iTel and Tecno) feature phone share reached its highest ever in MEA during the quarter. Feature phones remain relevant to the mass market in Africa. Entry-level smartphones are unable to provide a good experience due to the limitations of the device specifications, especially in the <$40 segment. Additionally, the high data and device cost along with other challenges, like digital illiteracy, is holding back users from migrating faster to smartphones. In terms of smartphones, brands like Samsung and Tecno are looking to expand their operations in the region through relevant partnerships. For Example, Tecno opened its first-ever flagship store in Nigeria recently. Among other key Chinese players, Huawei is the only brand having a strong presence in the region while vivo, OPPO, and Xiaomi are still looking to enter or build scale in African countries. The USA trade ban did not lead to steep declines for Huawei in MEA as its older Y-generation models were still selling well.”

    In terms of smart feature phones, KaiOS continues to expand in the Africa market as it launched devices with Tecno and Vodacom. It has already launched devices with MTN and Orange. Compared to Q3 2018, shipments for KaiOS have grown over 600% in Africa (from a small base). The devices can be pivotal in capturing first-time internet users. The market holds promising potential for smart feature phone segment. However,  keeping the prices of these devices as close to the traditional feature phone as possible remains key to the success of smart feature phones in the region.

                  Exhibit 1: MEA Smartphone Market Share                             MEA Feature Phone Market Share

    Middle East and Africa Market Share Q3 2019 Counterpoint

    Source: Counterpoint Research Market Pulse Q3 2019

    Market Summary:

    • The top five smartphone brands captured 58% of the market.
    • Feature phones contributed to 37% of the total handset sales during the quarter. iTel and Tecno’s combined feature phone market share reached highest ever as long-tail brands in feature phone segment started exiting the African market.
    • Samsung led the smartphone market by volume, capturing 29% of the total smartphone market in Q3 2019. Galaxy A series contributed to a record 4/5th of Samsung’s sales with A10 and A20 Core being the best-selling models.
    • Tecno overtook Huawei to take the second position in the market. Spark 3 and Pop 2 Power were the bestselling models.
    • Huawei sales were driven by the Y series. Y series contribution to Huawei total smartphone sales reached a record 70% from 47% during the same quarter last year
    • iTel remained strong in the sub $50 segment while Infinix was one of the fastest-growing brands YoY (34%) to capture 4% of the market. remained strong in Nigeria.
    • Sub-US$100 segment captured 55% of the total smartphone market. Premium segment (US$400 and above) captured only 6% of the volume in the MEA region and principally from the developed markets such as UAE and Saudi Arabia.
    • The more advanced Middle East smartphone market remained flat. During the third quarter, some countries in the Middle East launched 5G for the first time in markets like Kuwait, UAE, Qatar, Bahrain and Saudi Arabia. 5G is likely to see fairly rapid growth in the developed Middle East markets as early as 2020 while for Africa markets it is still several years away.

    The comprehensive and in-depth Q3 2019 Market Pulse is available for subscribing clients. Please feel free to contact us at press(at)counterpointresearch.com for further questions regarding our in-depth latest research, insights or press inquiries.

    Analyst Contacts:

    Tarun Pathak

    Varun Mishra
     

    Follow Counterpoint Research
    press(at)counterpointresearch.com

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    US Smartphone Market Share: By Quarter https://www.counterpointresearch.com/us-market-smartphone-share/ https://www.counterpointresearch.com/us-market-smartphone-share/#comments Thu, 28 Nov 2019 04:52:24 +0000 http://www.counterpointresearch.com/?p=8960/ Data on this page is updated every quarter This data represents the US smartphone market share by quarter (from 2018-2019) […]

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    Data on this page is updated every quarter

    This data represents the US smartphone market share by quarter (from 2018-2019) by top OEMs. The US smartphone market is mainly an operator-driven market.

    For detailed insights on the data, please reach out to us at info(at)counterpointresearch.com. If you are a member of the press, please contact us at press(at)counterpointresearch.com for any media enquiries.

    Q3 2019 Highlights

    • Smartphone volumes fell 2% YoY, from continued weakness of high-end premium Android devices. Mid-tier devices increased in sales but could not offset the premium decline.
    • Apple increased YoY with the help of the new iPhone 11 series. The iPhone 11 quickly became the flagship device of choice for budget conscious Apple fans. Apple continues to make headways with its services expansion, launching Apple TV+.
    • Samsung declines another quarter. The S10 series continues to see weakness in the premium line-up. The Note 10 shows promise and the Note 10 Plus 5G could become a strong 5G seller as carriers are experimenting with different monthly pricing configurations and financing options.
    • Among the “Others” Google Pixel grew 139% YoY as the Pixel 3a and 3a XL are overtaking sales of the Pixel 3. Google will look to the Pixel 4 in Q4 to help boost its premium device sales however early market response for the device seems lackluster.

    US Smartphone Market Share Q3 2019

    US Smartphone Shipments Market Share (%) 2018

    Q3

    2018

    Q4

    2019

    Q1

    2019

    Q2

    2019

    Q3

    Apple 39% 47% 39% 41% 42%
    Samsung 25% 22% 28% 21% 25%
    LG 17% 12% 11% 13% 12%
    Lenovo# 8% 6% 8% 8% 8%
    Others 11% 13% 14% 17% 13%
    *Ranking is according to latest quarter.
    #Lenovo includes Motorola.

    Q2 2019 Highlights

    • US sell through declined 1.5% year-over-year. The US premium market softened with holding periods continuing to increase.
    • We are seeing a shift away from premium devices as Apple showed a YoY increase through the continued success of the XR as its top seller.
    • Samsung declined as Galaxy S10 sales began to waver in Q2. Samsung had a solid launch of the Galaxy S10 series but is now seeing signs of weakness.
    • Most Apple and Samsung flagships now come with 6” displays and prepaid devices like the LG Stylo 4 and Motorola G7 series help boost mid and low-end sales.

    US Smartphone Shipments Market Share (%) 2018

    Q2

    2018

    Q3

    2018

    Q4

    2019

    Q1

    2019

    Q2

    Apple 40% 39% 47% 39% 41%
    Samsung 25% 25% 22% 28% 21%
    LG 16% 17% 12% 11% 13%
    Lenovo# 5% 8% 6% 8% 8%
    Other 14% 11% 13% 14% 17%
    *Ranking is according to latest quarter.
    #Lenovo includes Motorola.

    Q1 2019 Highlights

    • The US smartphone market is a concentrated market with top 3 brands – Apple, Samsung and LG controlling 78% of the total shipments during the quarter. The market is saturating and replacement cycles are lengthening.
    • All the top three brands declined – Apple, Samsung, and LG. Motorola and Google were some of the notable gainers.
    • Apple is holding its market share (39%) in a declining US market, but volume mix is shifting to older devices.

    US Smartphone Market Q1 2019

    US Smartphone Shipments Market Share (%) 2018

    Q1

    2018

    Q2

    2018

    Q3

    2018

    Q4

    2019

    Q1

    Apple 37% 40% 39% 47% 39%
    Samsung 26% 25% 25% 22% 28%
    LG 14% 16% 17% 12% 11%
    Motorola 4% 5% 8% 6% 8%
    Other 19% 14% 11% 13% 14%
    *Ranking is according to latest quarter.

    Q4 2018 Highlights

    • The US market sold-through 10% fewer smartphones in the fourth quarter of 2018 than the same quarter in 2017.
    • Apple: Early adopters hit the stores in September and October to purchase the XS Max and XS. In November and December, the largest volumes moved to the XR.
    • Verizon was the largest channel for Apple in 4Q18.
    • The only gainers during 4Q18 were Alcatel, Motorola, and Samsung. Alcatel and Motorola grew from small bases.
    • Samsung was able to gain on the longevity of the Galaxy S9 and S9 Plus and a particularly strong November for the Note 9. J7 and J3 variants are strong within many prepaid channels.

    USA Q4 2018

    US Smartphone Shipments Market Share (%) 2017Q4 2018Q1 2018Q2 2018Q3 2018Q4
    Apple 44% 37% 40% 39% 47%
    Samsung 19% 26% 25% 25% 22%
    LG 14% 14% 16% 17% 12%
    Motorola 5% 4% 5% 8% 6%
    Other 18% 19% 14% 11% 13%
    *Ranking is according to latest quarter.

    Q3 2018 Highlights

    • The USA smartphone market showed an annual decline of 7%.
    • Apple is still leading the US Smartphone market with a 39% share in Q3 2018.
    • Motorola showed a YoY growth of 54% in Q3 2018.
    • Top four brands contributed to about 90% of the total market share.

    USA Smartphone Market Share 2018 Q3

    US Smartphone Shipments Market Share (%) 2017Q3 2017Q4 2018Q1 2018Q2 2018Q3
    Apple 33% 44% 37% 40% 39%
    Samsung 23% 19% 26% 25% 25%
    LG 18% 14% 14% 16% 17%
    Motorola 5% 5% 4% 5% 8%
    Others 21% 18% 19% 14% 11%
    *Ranking is according to latest quarter.

    Q2 2018 Highlights

    • The US smartphone market declined 22% annually in Q2 2018.
    • The decline in the smartphone market was majorly due to ZTE and Samsung. ZTE was affected due to sanctions imposed by the US government.
    • Even though device sales were down by double digits, US wireless performances were solid in Q2 2018.

    USA Smartphone Market Share Q2 2018

    US Smartphone Shipments Market Share (%) 2017Q2 2017Q3 2017Q4 2018Q1 2018Q2
    Apple 28% 33% 44% 37% 40%
    Samsung 31% 23% 19% 26% 25%
    LG 15% 18% 14% 14% 16%
    Motorola 2% 5% 5% 4% 5%
    Others 24% 21% 18% 19% 14%
    *Ranking is according to latest quarter.

    Q1 2018 Highlights

    • The US smartphone market declined by 1% in Q1 2018 compared to Q1 2017
    • Apple continued to dominate the smartphone market with 38% share and grew annually because the iPhone X performed well in the market
    • LG declined annually due to a shift in its flagship smartphone launch strategy

    USA Smartphone Market Share Q1 2018

    US Smartphone Shipments Market Share (%) 2017Q1 2017Q2 2017Q3 2017Q4 2018Q1
    Apple 33% 28% 33% 44% 37%
    Samsung 22% 31% 23% 19% 26%
    LG 18% 15% 18% 14% 14%
    ZTE 10% 11% 12% 11% 11%
    Others 17% 15% 14% 12% 12%
    *Ranking is according to latest quarter.

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    LTE/5G Private Networks – Devices Availability Key to Growth in Unlicensed Spectrum https://www.counterpointresearch.com/lte5g-private-networks-devices-availability-key-growth-unlicensed-spectrum/ https://www.counterpointresearch.com/lte5g-private-networks-devices-availability-key-growth-unlicensed-spectrum/#respond Wed, 27 Nov 2019 10:41:15 +0000 https://www.counterpointresearch.com/?p=24475 Seoul, Hong Kong, New Delhi, Beijing, London, Buenos Aires, San Diego November 27th, 2019 The availability of shared and unlicensed […]

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    Seoul, Hong Kong, New Delhi, Beijing, London, Buenos Aires, San Diego

    November 27th, 2019

    The availability of shared and unlicensed spectrum bands coupled with the emergence of standalone cellular technologies such as MulteFire is setting the stage for enterprise and industrial companies to invest in private LTE and later 5G networks.

    In the past, enterprises were often forced to use bands reserved for specific verticals and for which only proprietary equipment was available. The ability to use LTE, a mature, standards-based technology, will enable many enterprises to reduce deployment and operational costs and avoid vendor lock-in in both infrastructure and devices. However, some users with very specific IoT/IIoT requirements will continue using proprietary equipment.

    In the US, limited commercial services based on LTE private networks were launched in the 3.5 MHz Citizens Broadband Radio Services (CBRS) band in September 2019 and will enable a wide range of companies to build their own wireless networks without the involvement of the Big 4 operators.

    Outside the US, the LTE-based MulteFire standard with its “Listen-Before-Talk” feature will be a critical enabler allowing enterprises to deploy LTE private networks without the involvement of an MNO in unlicensed regional and global spectrum bands around the world. These include the 2.4 GHz and 5 GHz global bands and the 800/900 MHz and 1.9 MHz regional bands. With its standalone feature, MulteFire will open up unlicensed spectrum to a host of new players, including wireless ISPs, general enterprises, specialist verticals and even MNOs themselves. All could deploy MulteFire-based LTE private networks.

    “With its Wi-Fi-like plug-and-play implementation, MulteFire will for the first time overcome many of the deficiencies of alternative wireless and wired standards whilst its “Listen-Before-Talk” feature will enable devices to share spectrum with Wi-Fi and other wireless standards” said Gareth Owen, Associate Director, Counterpoint Research.

    For many IoT and IIoT enterprise and industrial applications, however, success will depend on the availability of devices. Vendor support from chipset, module and end user devices will be crucial for the success of both CBRS and MulteFire. Vendors will need to offer a wide range of LTE-based devices in multiple form factors, for example, for indoor and outdoor usage, high-density and rural environments, public and private networks, etc. These will include a range of IoT and IIoT devices as well as smartphones.

    A number of modules, modems, routers and consumer premises equipment are already available including numerous smartphones such as the Apple iPhone 11s, Samsung Galaxy 10 series smartphones and devices from LG, Motorola and OnePlus. However, LTE devices and equipment need to be modified to work in the 3.5 GHz CBRS band and must be certified to meet the CBRS-specific requirements.

    At present, MulteFire lags behind CBRS in respect of available commercial devices. However, with the MulteFire 1.1 specification complete since the summer, devices are expected to become available next year with the Japanese market likely to be the first market. For instance, the MulteFire Alliance recently announced German company DEKRA as its first product certification company for the 1.9 GHz band in Japan last month, which will ensure co-existence with DECT and PHS systems operating in the same band.

    However, chipsets for the 5 GHz band are not expected to become available until the end of 2019 with devices expected to be launched in 1H 2020. The first devices are likely to be dongles, IoT devices, gateways and ruggedized tablets followed in time by smartphones. Chipsets for the 900 MHz and 2.4 MHz bands are expected to become available later.

    “Devices designed for 3.5 GHz outside the US will not be able to access the US CBRS band as they do not satisfy the FCC requirements for shared usage with incumbent users in the band” said Peter Richardson, Research Director at Counterpoint Research. “In time, however, we think it is likely that dual-tech CBRS/MulteFire devices will be introduced which will enable the same devices to be used across US, Europe and Asia thus accelerating adoption of both CBRS and MulteFire” he added.

    The 3GPP is working on adapting the 5G NR standard to be used in unlicensed spectrum by adding LBT to the NR specification which will become part of the 3GPP’s Release 16 specification due to be published in 2020. Similarly, the CBRS Alliance will add support for 5G In its upcoming third release, expected to be published in 4Q 2019. 5G shared spectrum services are expected to begin in the US around mid-2020.

    This report is available for purchase on our Research Portal. Please feel free to reach out to us at press(at)counterpointresearch.com for further questions regarding our in-depth latest research, insights or press enquiries.

    Background:

    Counterpoint Technology Market Research is a global research firm specializing in Technology products in the TMT industry. It services major technology firms and financial firms with a mix of monthly reports, customized projects and detailed analysis of the mobile and technology markets. Its key analysts are experts in the industry with an average tenure of 13 years in the high-tech industry.

    Analyst Contacts:

    Gareth Owen

    Counterpoint Research
    press(at)counterpointresearch.com

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    India Smartphone Market Share: By Quarter https://www.counterpointresearch.com/india-smartphone-share/ https://www.counterpointresearch.com/india-smartphone-share/#respond Wed, 27 Nov 2019 01:25:53 +0000 http://www.counterpointresearch.com/india-smartphone-share-2/ Data on this page is updated every quarter This data represents the Indian smartphone market share by quarter (from 2018-2019) […]

    The post India Smartphone Market Share: By Quarter appeared first on Counterpoint Research.

    ]]>
    Data on this page is updated every quarter

    This data represents the Indian smartphone market share by quarter (from 2018-2019) by top OEMs. The Indian market is one of the fastest growing smartphone markets worldwide.

    For detailed insights on the data, please reach out to us at contact(at)counterpointresearch.com. If you are a member of the press, please contact us at press(at)counterpointresearch.com for any media enquiries.

    Q3 2019 Highlights

    • Xiaomi recorded in highest ever shipments with a 26% share. Its shipments grew 7% YoY driven by good performance of its models in the online segment.
    • Samsung shipments declined by 4% YoY,however, it has shown 3% growth QoQ driven by its budget segment device Galaxy A2 Core and its upgraded A series and M series (A30s, M30s, A10s, A50s and M10s).
    • Vivo reached its highest ever share in the India smartphone market driven by good performance of its mid-segment series (vivo S1 and Y17) and increased focus towards the online segment with its recently launched devices U10, Z1X and Z1 Pro.
    • Realme also recorded its highest ever shipments and is the fastest growing brand registering a 6X growth as compared to last year when it entered the Indian market.
    • OPPO grew 12% YoY, due to demand for its budget segment device A5s and steady performance of its F11 series.

    Counterpoint India Smartphone Market Share Q3 2019

    India Smartphone Shipments Market Share (%) 2018

    Q3

    2018

    Q4

    2019

    Q1

    2019

    Q2

    2019

    Q3

    Xiaomi 27% 27% 29% 28% 26%
    Samsung 23% 20% 24% 25% 20%
    Vivo 10% 10% 12% 12% 17%
    Realme 3% 8% 7% 9% 16%
    Oppo 8% 7% 7% 8% 8%
    Others 29% 28% 21% 18% 13%
    *Ranking is according to latest quarter.

    Q2 2019 Highlights

    • Xiaomi captured the top spot in Q2 2019 with a 28% share. Its shipments grew 6% YoY driven by portfolio expansion and aggressive offline expansion in the budget segment.
    • Samsung shipments declined by 7% YoY, however, it has shown 30% growth QoQ driven by refreshed A series and M seriesprice cuts of older J series and higher channel incentives during IPL season.
    • OPPO declined 3% YoY, however it has shown 53% QoQ growth due to new launches, consistent performance of its F11 series and increased shipments towards the budget segment (A5s and A1K).
    • This is the third consecutive quarter that Realme has been within the top 5 brands driven by strong performance of Realme C2 and Realme 3 Pro and various discount offers rolled out on online platforms.
    • Huawei’s trade ban also impacted India market as its shipments declined YoY, However, the brand continues to be in the top ten smartphone brands category.

    India Smartphone Shipments Market Share (%) 2018

    Q2

    2018

    Q3

    2018

    Q4

    2019

    Q1

    2019

    Q2

    Xiaomi 28% 27% 27% 29% 28%
    Samsung 28% 23% 20% 24% 25%
    Vivo 12% 10% 10% 12% 12%
    Realme 1% 3% 8% 7% 9%
    Oppo 9% 8% 7% 7% 8%
    Others 22% 29% 28% 21% 18%
    *Ranking is according to latest quarter.

    Q1 2019 Highlights

    • The market share of Chinese brands in the Indian smartphone market reached a record 66% during Q1 2019.
    • Xiaomi remained the smartphone market leader in Q1 2019 with a 29% share, though its shipments declined by 2% YoY.
    • Samsung’s recorded a strong sell-in of premium Galaxy S10 series which drove overall ASP for Samsung.
    • Volumes for the Chinese brands grew 20% year-on-year (YoY) mainly due to the growth of Vivo, Realme, and OPPO.

    India Smartphone Shipments Market Share (%) 2018Q1 2018Q2 2018Q3 2018Q4 2019Q1
    Xiaomi 31% 28% 27% 27% 29%
    Samsung 26% 28% 23% 20% 24%
    vivo 6% 12% 10% 10% 12%
    Realme 1% 3% 8% 7%
    Oppo 6% 9% 8% 7% 7%
    Others 31% 22% 29% 28% 21%
    *Ranking is according to latest quarter.

    Q4 2018 Highlights

    • India’s overall mobile phone shipments grew 11% and smartphone shipments grew 10% with feature phones growing faster (11%) than smartphones during 2018
    • In terms of revenue, the market grew even faster with a growth rate of 19% during the year with Samsung, Xiaomi, vivo, OPPO and Apple being the market leaders by revenue.
    • Jio was the overall market leader across all handset types in 2018, with a market share of 21%.
    • Samsung has been holding the pole position by shipments in the smartphone market since 2012 when it dethroned Nokia. It was also the category leader in feature phones since 2015.

    Counterpoint India Smartphone Market Share Q4 2018

    India Smartphone Shipments Market Share (%) 2017Q4 2018Q1 2018Q2 2018Q3 2018Q4
    Xiaomi 25% 31% 28% 27% 27%
    Samsung 23% 26% 28% 23% 20%
    vivo 6% 6% 12% 10% 10%
    Oppo 6% 6% 9% 8% 7%
    Micromax 5% 3% 1% 9% 5%
    Others 35% 28% 22% 23% 31%
    *Ranking is according to latest quarter.

    Q3 2018 Highlights

    • Smartphone segment contributed to half of the total handset market during Q3 2018.
    • Top five brands captured 77% share of the total smartphone market during the quarter.
    • In the smartphone segment, Xiaomi recorded its highest ever shipments in India in a single quarter driven by the new Redmi 6 series and expansion in offline channels.
    • Samsung record shipments were driven by J series. Demand for J6 and J8 remained strong. Apart from this it also launched the Android Go edition, Galaxy J2 core, giving it a much-needed offering in the sub $100 segment.

    India Smartphone Shipments Market Share (%) 2017Q3 2017Q4 2018Q1 2018Q2 2018Q3
    Xiaomi 22% 25% 31% 28% 27%
    Samsung 23% 23% 26% 28% 23%
    vivo 9% 6% 6% 12% 10%
    Micromax 6% 5% 3% 1% 9%
    Oppo 8% 6% 6% 9% 8%
    Others 32% 35% 28% 22% 23%
    *Ranking is according to latest quarter.

    Q2 2018 Highlights

    • Smartphone segment contributed to half of the total handset market during Q2 2018.
    • Top five brands captured a record 82% share of the total smartphone market during the quarter
    • Apple had a slow quarter as it underwent changes in its distribution strategy. Apart from this, its domestic assembling is yet to pick-up pace, which means the Cupertino giant is still relying on imports for its sales in India.
    • Xiaomi recorded its highest ever shipments in India during Q2 2018. The growth can be attributed to its strong product and supply chain strategy that has allowed it to launch products with a longer shelf-life than its competitors and that too in the important sub INR 10000 (<US$150) segment.

    India Q2 2018

    India Smartphone Shipments Market Share (%) 2017Q2 2017Q3 2017Q4 2018Q1 2018Q2
    Samsung 23% 23% 23% 26% 28%
    Xiaomi 16% 22% 25% 31% 28%
    vivo 13% 9% 6% 6% 12%
    Oppo 10% 8% 6% 6% 9%
    Huawei 1% 1% 1% 3% 3%
    Others 37% 37% 39% 28% 20%
    *Ranking is according to latest quarter.

    Q1 2018 Highlights

    • The Indian mobile phone market grew by 48% YoY in Q1 2018 driven by strong demand from the featurephone segment. The smartphone market remained flat YoY.
    • The performance of Chinese brands remained strong, accounting for 57% of the total smartphone market in Q1 2018, up from 53% during Q1 2017. This is the highest ever contribution by Chinese players in the Indian smartphone market.
    • Huawei’s Honor brand captured the fifth position for the first time ever, in the Indian smartphone market due to the strong performance of Honor 9 Lite and Honor 7X across online channels.

    India Q1 2018

    India Smartphone Shipments Market Share (%) 2017Q1 2017Q2 2017Q3 2017Q4 2018Q1
    Xiaomi 13% 16% 22% 25% 31%
    Samsung 27% 23% 23% 23% 26%
    vivo 12% 13% 9% 6% 6%
    Oppo 10% 10% 8% 6% 6%
    Huawei 1% 1% 1% 1% 3%
    Others 37% 37% 37% 39% 28%
    *Ranking is according to latest quarter.

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    Apple Grew 17% YoY in Canada Defying the Global iPhone Sales Trend https://www.counterpointresearch.com/apple-grew-17-yoy-canada-defying-global-iphone-sales-trend/ https://www.counterpointresearch.com/apple-grew-17-yoy-canada-defying-global-iphone-sales-trend/#respond Tue, 26 Nov 2019 13:01:13 +0000 https://www.counterpointresearch.com/?p=24448 Apple’s global sales declined 6% YoY, but it grew volumes 17% YoY and 36% QoQ in Q3 2019 in Canada. […]

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    Apple’s global sales declined 6% YoY, but it grew volumes 17% YoY and 36% QoQ in Q3 2019 in Canada. This was largely driven by the introduction of Equipment Installation Plan (EIPs), and the popularity of the iPhone XR.

    “Carriers have been providing device financing options through EIPs since early Q3 2019, which has made the latest premium devices more affordable and helped Apple boost its share. Furthermore, the launch of the new iPhone 11 series and in particular the iPhone 11, launched at a lower price, helped the brand grow. The coinciding price cut of the iPhone XR further increased sales”, commented, Research Analyst, Abhilash Kumar.

    Canada’s smartphone sales grew 6% QoQ and remained flat YoY. According to Counterpoint Research’s finding. Apple leads the smartphone market followed by Samsung. The two brands contribute to more than 85% of the Canada smartphone market. Other top players in the market are LG, Google and Huawei.

    Discussing the overall market, Research Analyst, Maurice Klaehne said, “Canada, like the US, has seen elongated holding periods combined with low carrier churn rates. In consequence, the market has stagnated. Moreover, it is a premium market where people prefer previous generation flagship devices from Apple and Samsung. But with EIPs becoming available, the latest flagship models will likely be the preference. This is why around 75% of sales are for devices above $400.”

    Market Summary:

    • Apple grew 17% YoY and 28% QoQ in Q3 2019.
    • More than 85% of the market is captured by Apple and Samsung.
    • EIP and the new iPhone 11 series launch helped Apple grow significantly.
    • Affordable premium and premium devices are more popular than low-mid range phones.
    • KaiOS smart feature phones more popular than simple feature phones.
    • Lower memory variants of flagships are more popular than the higher memory variants.

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