Monthly Market Pulse - January 2020

Monthly Market Pulse, Standard reports
/ March 1, 2020
/ Hanish Bhatia

Key Takeaways:

Global Handset Sell-in and Sell-Through Declined
- Sell through dropped 9% compared to last year and it was mostly caused by the Chinese market. Due to COVID-19 (coronavirus) sales during the last week in January were dismal.
- Both USA and China showed weak demand. China in dropped 18% compared to last year. Japan was probably the only market we saw growing in January compared to December. Even sales in Japan were lower than last year.
- Sell in has dropped to 142 million units in January. Sell in was lower than sell through for the first time since April last year
Apple, Samsung and Huawei Register MoM Decline
- Apple declined 18% MoM, but it was up 4.1% YoY. This was mostly due to seasonality in the Western markets (especially the US) with lower promotions and dip in store foot traffic post-holidays. China registered 9.7% MoM dip in Apple volumes, but we can expect COVID-19 to impact next month’s volumes.
- Samsung declined 10.7% MoM and 1.7% YoY. EU and few SE-Asian countries registered a weaker uptake. India registered a 10% MoM dip. A50 and A30 demand was weaker than previous month in EU and MEA.
- Huawei declined 6.3% MoM and 11.4% YoY. Demand remained comparatively stable in China with marginal MoM decline. Huawei was weak in the EU.
Ultra-Premium and Premium Price Band Volume Declined, Samsung Gained Marginally
- In the ultra-premium price band ($800+), top two best-selling models accounted for 69% of total sell-through this month, as compared to 75% during the previous month. This was mostly due to dip in Apple volumes. Samsung gained share marginally as Samsung flagship volumes did not decline as much as Apple.
- Sell-through in premium ($600-$799) price band increased almost 13% MoM. Samsung flagship GS10/Note 10 volumes dipped. Apple and Huawei remained stable.

Table of Contents:

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

Author: Hanish Bhatia
Number of Pages: 39
Published Date: March 2020

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Author

Associate Director

Hanish Bhatia

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