INFOGRAPHIC: Q2-2019 | MOBILE MARKET MONITOR

Our Q2-2019 Market Monitor report has been published. We release one Infographic in each quarter to summarize the handset and smartphone market activities in a single page. Some quick observations from the smartphone market: Global smartphone shipments declined 3% annually reaching 354 million units in Q2 2019. India (5.8% YoY) grew the highest followed by MEA(5.6% YoY). Western Europe…

Meet Counterpoint at IMID / DSCC Display Industry Forum 2019, South Korea

Counterpoint will be attending IMID / DSCC Display Industry Forum 2019 on August 29th. Our Research Analyst Jene Park will be presenting at IMID / DSCC Display Industry Forum, South Korea, 2019. He will be presenting on the following topics: Smartphone Sell Through 5G Smartphone Outlook Display Ecosystem Outlook from Industry Analyst Outlook for Korean Display Companies You can…

US Market Declines 1.5% in 2Q19; Samsung, LG Weak while Apple Sustains Growth

US Market Declines 1.5% in 2Q19; Samsung, LG Weak while Apple Sustains Growth Smartphone volumes fell 1.5% during the quarter mainly due to weakness of high-end Samsung and LG flagships. After record pre-sales, the S10 smartphone family sales decelerated.    San Diego, Buenos Aires, London, New Delhi, Hong Kong, Beijing, Seoul August 16, 2019   According to the latest research for…

Will Vietnam Challenge China’s Manufacturing Leadership in the Electronics Industry?

Ever since 2018 and the deterioration in the trade relations between the US and China, various electronic manufacturers are moving production away to Vietnam. Samsung closed its mobile phone manufacturing facilities in Shenzhen and Tianjin in 2018 while expanded investment to Vietnam. Soon, we also saw Nintendo asking Foxconn to move a part of the production of the Switch to Vietnam. Foxconn is…

Huawei’s Harmony OS : Will it Resonate with Consumers?

Huawei, at its massive "Huawei Developer Conference 2019" #HDC2019, finally unveiled an alternative multi-device Operating System (OS) which the company has been working for the last couple of years. The urgency stems from the recent sanctions amid the US-China trade war in which Huawei one of China's largest and most advanced tech companies (5G, IoT, Devices, camera, Networks, etc) is being…

Cloud Server CAPEX Soars as Datacenter Companies Look to Increase Share in Cloud Services Market

The cloud services market has been experiencing high double-digit growth in the past few years. Yet, there is more room to grow. Demand will continue to increase as more geographies, and companies adopt cloud services. Conventional corporate organizations are shifting towards public and hybrid cloud due to better offerings and low-cost maintenance. This demand has compelled datacenter and IaaS…

China’s Smartphone Market Grew 10% QoQ but Declined 9% YoY in Q2 2019

Q2 2019 Shipments in China's smartphone market was less than 100 million units for the second consecutive quarter. Huawei was the only brand in the top five to show YoY growth with a 36% market share, reaching a record high.  Beijing, Hong Kong, Seoul, San Diego, Buenos Aires, London, New Delhi –August 2nd, 2019 Smartphone shipments in China fell 9% year-on-year (YoY) during Q2 2019, the third…

Apple Q3 FY19: iPhone Revenues Down 12%, But Wearables and Services Bridge the Gap

Apple reported its  Q3 FY19 result. The company’s fiscal calendar runs from October to September. Historically, Q3 of its fiscal year rarely has extreme deviations from normal Apple cyclic trends, but a lot of eyes were on this quarter’s earnings because there were numerous pending headwinds: US-China trade war, lack of 5G hardware and foreign exchange.   iPhone Revenue Contribution Below…

Combined Global Market Share of Huawei, OPPO, Vivo, Xiaomi and Realme Reaches Highest-Ever Level in Q2 2019

Overall smartphone shipment declined 1% in Q2 2019, making it the seventh consecutive quarter of declining shipments. Huawei's shipment ban hurt it in overseas markets, but domestic market growth offset some of the pain.  Realme entered the top 10 brands for the first time. New Delhi, Mumbai, Hong Kong, Seoul, San Diego, London, Buenos Aires – July 31st, 2019 The combined global smartphone…

Apple To Persist With In-House Modem Efforts, Acquires Intel’s Assets for $1 Billion

Apple is the most vertically integrated technology company. However, 60% of Apple's revenues come from cellular-based devices (e.g.iPhones, cellular iPads, cellular Apple Watch) and this proportion will increase in future with the expansion and penetration of cellular-based offerings. This makes it super-important for Apple to have more control over the technology. Developing in-house reduces its…

UK Consumers Cool on Huawei

The US government has been discussing its concerns over Huawei as a potential security threat for many months. It has also been urging other governments to curtail the use of Huawei infrastructure products in telecom networks. The UK government has criticized Huawei for lax security standards in its infrastructure, but it has stopped short of banning its involvement in the new 5G networks.…

Smartphone ASP Growth to Continue in 2019 and Beyond

Global smartphone shipments declined 4% year-on-year YoY in 2018, but in stark contrast, the average selling price (ASP) increased 9% YoY. This was the highest ever growth in smartphone ASPs for a full year. The effect of rising ASP was such that despite lower shipments, smartphone revenues for the full year in 2018 grew 5% YoY. According to our findings, the growth in the ASP was driven both by…

Key Takeaways from the 2019 Latin American Telecommunications Congress

The 2019 edition of the Congresso Latinoamericano de Telecomunicaciones (CLT), the annual Latin American forum on public policy for information and communication technology (ICT) was held in Cordoba, Argentina recently. The four-day event saw the attendance of most of the important regulators, including Ajit Pai, the chairman of the US’ Federal Communications Commission (FCC). Counterpoint…

Growth in Smartphone AP Market to Return Only in 2020

The slowdown in the global smartphone market has affected all stakeholders. Those in the smartphone supply chain and application processors (AP) have suffered as well. Although the launch of 5G devices this year was projected to give some relief, the US trade ban on Huawei has come as another blow to the industry. The implications of the trade ban will have an effect on the smartphone supply…

Growth Opportunities in the Saturated Global Smartphone Market

The global smartphone market declined 2% annually in 2018 and is expected to remain flat in 2019. Replacement cycles are lengthening, and the lack of breakthrough innovations is making it difficult to attract buyers. Mature markets like China, the US, and Europe, are showing few signs of recovery. Competition is increasing even in emerging economies like India as OEMs expand aggressively. In such…

Smartphone OEMs are Keen on Enhancing Camera Megapixels

Global smartphone sell-in volumes in Q1 2019 fell for a sixth consecutive quarter, according to the latest data from Counterpoint Research. As a result, to stimulate smartphone replacements, OEMs have been gradually upgrading their specs to generate demand. And the feature that has seen the most significant upgrades is the camera function. Already, we have seen OEMs switch to a multi-camera…

Premium Smartphone Market Collapses 8% in Q1 2019, After Apple Shipments Drop 20%

Apple’s declining shipments has pulled down the global smartphone premium segment. Data from Counterpoint Research’s Market Monitor Service for Q1 2019, shows that Apple’s shipments fell 20% year-on-year in Q1 2019, resulting in an 8%  YoY decline for the global premium* segment. However, as Apple is losing ground, Samsung is gaining share. During the quarter, Samsung ended up with one-fourth of…

Baidu Cloud ABC Inspire Summit 2019: Preparing for the Intelligent IoT Era

The era of intelligent IoT is coming, and last month Baidu showcased its plans to be a leader in this space at the Baidu Cloud ABC Inspire Summit 2019. During the event, Baidu announced that it will prioritize the development of Artificial Intelligence (AI), Big Data, Cloud Computing, IoT, Edge Computing, and 5G, or what Baidu calls “ABC+X”. The company said it is trying to integrate the…