Please find herewith the August edition of the Counterpoint Research Market Pulse covering global sales in July 2015.
Overview:
- Sell-through has been mixed while sell-in has been strong, driven by marketing activity and continued entry of new brands.
- Samsung has taken action on pricing across a number of key models in its range. Sales up-ticked as a result. However it was the previous flagship Galaxy S5 that saw the largest move.
- The standard Galaxy S6 continues to drift lower. The S6 Edge improved slightly. This is not a positive sign for the newly-launched S6 Edge+ and Note 5.
- Sales of Apple’s smash hit iPhone 6 family are easing down ahead of the expected early September refresh – most likely in the form of iPhone 6s and 6s Plus. Hardware changes are likely evolutionary, though Apple may still surprise. The iPhone installed base still contains many older iPhones – now due for upgrade. Nevertheless, sales are unlikely to jump as they did for the 6.
- The Chinese economy remains a concern. Stock market gyrations and fluctuating currencies make for an unsettled outlook. So far sell-through in China is holding-up although the market remains sluggish – thanks mainly to reductions in operator subsidies.
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