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USA Biweekly Report – USA Carrier 5G Spending Outlook for 2022

Overview:

This report provides an overview and analysis of US carrier capex spending for 2021 and an outlook for 2022 of carrier expansion for 5G networks across the US. This report also illustrates the price band shift with 5G smartphones being sold in the US market.

Table of Contents:

  • Introduction
  • 5G device penetration in US
  • Carrier capex comparison
  • T-Mobile in the lead, but for how long?

Number of Pages: 2

Publication Date: February 2022

USA Biweekly Report – TCL, Samsung Lead at Walmart in December; Apple Sales Buoy Premium Share

Overview:

This report assesses smartphone sales at Walmart in December 2021. Sales are analyzed by OEM and price band. This report also analyses competition between OEMs as tax season approaches and as Verizon decides how to approach Tracfone after its acquisition.

Table of Contents:

  • Recent OEM-level dynamics in Walmart
  • Competition to increase in sub-$300 market

Number of Pages: 2

Published Date: February 2022

USA Biweekly Report – Samsung S21 Series Sees Strong Demand but Also Long Shipment Times During the Holidays

Overview:

This report takes a look at the S21 series performance in 2021, with emphasis on Q4 sell-through and January 2022 inventory outlook. It also analyzes the estimated shipping dates carriers are quoting customers who purchase devices online.

Table of Contents:

  • S21 family impact in 2021
  • Looking ahead to Q1 2022

Number of Pages: 1
Publication Date: January 2022

USA Biweekly Report – Google Pixel 6 Series Doubles Google’s Smartphone Sales YoY in November

Overview:

Google has had a much success near the end of Q4 with making exponential YoY growth. This report compares sales volumes for Google between 2020 and 2021 and analyzes what caused these changed YoY. The report breaks down the Pixel models influence on the growth of the OEM in the US smartphone market and gives commentary on what challenges the OEM will face going into 2022.

Number of Pages: 2

Published Date: January 2022

USA Biweekly Report – Amazon Sales Decline but ‘Renewed’ Inventory Up

Overview:

This report takes a look at Amazon’s recent decline in new smartphone sales and gives perspective on the rise of the “Renewed” and “Used” categories due to the current component shortage situation.

Table of Contents:

Amazon new smartphone sales remain low but opportunity for refurbished devices brightens

Number of Pages: 1
Publication Date: November 2021

USA Biweekly Report – Samsung Third Generation Foldables Hit Plateau After 9 Weeks

Overview:

Samsung released their third generation of foldable devices August 24th in North America, this report looks at the 9 weeks of sales that follow the initial release and how various aspects have impacted sales, like promotions and chipset shortages. This report also explores what the foldable market is expected to look like at the end of Q4.

Number of Pages: 3

Publication Date: November 2021

USA Biweekly Report – iPhone 13 Launch Off to Strong Start

Overview:

The Apple iPhone 13 launched on September 24th and was featured in strong sales at the major US carriers. This report assesses how each of the devices performed in September, what the major promotions were on the iPhone 13, and which of the devices were the most popular. Additionally, this report provides insight into supply issues at launch and favorite features among consumers. 

Number of Pages: 2

Publication Date: October 2021

USA Biweekly Report – Motorola shortages in August slow sales

Overview:

The US smartphone market experienced shortages over the summer that especially impacted low end LTE devices. While Motorola was at first able to gain share while other OEMs experienced shortages, this changed in August, when Motorola experienced shortages of its own. This report examines the impact of Motorola's shortages on low end competition in the US smartphone market.

Number of Pages: 2

Published Date: October.2021

USA Biweekly Report – Amazon Sales Fall in 2021 as Shoppers Return to Buying in Person

Overview:

This report takes a look at Amazon’s latest smartphone sales in 2021 and gives reasons for the slowdown in sales coming off of peak COVID-19 demand fueled purchases in 2020.

Table of Contents

  • Amazon sales weak in 2021
  • Drivers for Amazon’s slowdown

Author: Maurice Klaehne
Number of Pages: 1
Publication Date: September, 2021

USA Biweekly Report – Z Flip and Z Fold 3 Off to Hot Start

Overview: 

Samsung's foldable devices have struggled in the past to gain traction with consumers. This report assesses the first week of sales for Samsung's newest foldable devices: the Galaxy Z Flip 3 5G and the Galaxy Z Fold 3 5G. In addition to providing insight into the first full week of sales, this report provides comparisons to previous Samsung foldable launches and the launch of the Galaxy Note 20 series. Finally, this report provides guidance for what to expect in terms of sales from these devices going forward. 

Number of Pages: 3
Published Date: September, 2021

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