Chinese Smartphone Sales Keep on Falling — That’s Likely Bad News for Apple

"Apple and Xiaomi continue to be the biggest losers whereas Huawei, Vivo and OPPO continue to grab more share away," Neil Shah, research director at Counterpoint Research, told CNBC. "The China market has become a zero sum game with replacement rates becoming slower in the premium end of the market and most folks are not upgrading their expensive and durable smartphones. Most of the growth is…

Apple Says Its Storing Some Russian User Data on Russian Servers

Russia isn’t one of Apple’s major markets, but the iPhone maker has steadily increased its presence in the region. The company launched a version of its online store in Russia in 2013 after opening up the iTunes Store there the previous year. It doesn’t have a retail store in the country. Apple was the third-largest smartphone maker in Russia in the second quarter last year, behind Samsung…

5 Takeaways from Todays Apple’s Q1 2019 Earnings Call

Here are my five key takeaways from today's Apple’s Q1 2019 earnings call: iPhone sales were down 15%, mainly driven weak greater China sales. The company cited macro economic and foreign exchange fluctuations, a reduction in subsidies, and the battery replacement program as contributors to lower sales. This is an indicator that many consumers are holding onto their devices longer and that…

Apple’s China Problem : 12 Reasons

Apple's Tim Cook issued a "letter to investors" last week on Apple's profit warning and lower than expected performance for the first quarter of fiscal 2019 which normally has been the best quarterly period for Apple every year. Tim Cook blamed the Chinese economy and sudden drop in iPhone demand in mid-quarter as the main reason. However, the issues run deeper than what Mr. Cook has put forth…

Report: For phones over $800, Apple owns 79% of the global market

A new Counterpoint Research report details the premium smartphone segment for the third quarter of 2018. The report shows that Apple dominates nearly 80 percent of the ultra-premium segment and owns 47 percent of the total global segment. Samsung and Huawei are the secondary players, with OnePlus making major gains. The newest report from Counterpoint Research details the premium…

Apple’s Trade-In Program Should Do More Than Just Boost iPhone Sales

The market for refurbished devices has been growing faster than the market for new smartphones. Per a report from Counterpoint Research, the market for refurbished smartphones grew by 13% in 2017, coming in at 140 million units, compared to the market for new smartphones, which grew by just about 3% in the same period. High-end phones, particularly iPhones, are popular in the refurbished market.……

Apple was the top-selling smartphone maker during China’s ‘Singles Day’ shopping holiday

Counterpoint research analyst Neil Shah calls Apple’s success on Singles Day a “positive sign” for the company’s future in the Chinese smartphone market: “It’s a positive sign for Apple, because normally Xiaomi or Huawei has been the top brand. This shows the Chinese smartphone users are maturing fast and they are looking to buy more high end devices, which is a good sign not only for Apple but…

Why Both Apple and Amazon Win in Newest Deal

Apple has made a deal with Amazon to sell Apple’s range of products including the new iPhone XR, iPhone XS / XS Max, Apple Watch Series 4, and iPad Pro through Amazon’s retail store, though not the Apple HomePod as that competes directly with Amazon’s range of Alexa-powered smart home products. The deal is international, covering markets including the US, Europe and Japan. Amazon is expected…

Can Foldable Phones Help Samsung Emulate Apple?

Sector leader Apple has managed to boost revenue despite stagnant unit sales in the past couple of years by raising prices. Other smartphone makers—lacking the walled garden of Apple’s iOS operating system—have found that trick harder to pull off. Consumers find it easier to switch brands when they almost all use Google’s Android operating system. This is exactly the predicament in which…

5 Lessons from Today’s Apple Q3 2018 Earnings Call

Apple just completed its Q3 2018 earnings call. Here are my five key thoughts on the quarter: Even Apple isn’t immune to the growing trend of longer replacement cycles. iPhone shipments were flat YoY indicating that their sales growth is slowing. However, iPhones still make up more than 50% of product revenues. How is Apple doing that? Because consumers are still buying their newest and…

Apple Watch Leads Customer Preferences in The USA

More than two out of five people chose Apple as the most preferred smartwatch brand for their next purchase in the USA followed by Samsung and Fitbit. Two in every three potential Apple Watch buyers said they will choose a Series 4 device. More than half of the potential Apple Watch buyers are interested in buying an LTE version. New Delhi, Hong Kong, Seoul, London, Beijing, San Diego,…

Apple is Catalysing the Trend of Smartwatch as a Standalone Wearable Device

Overview:  Global smartwatch shipments grew 37% YoY in Q2 2018. Apple continues to dominate the smartwatch market with a 41% share. Further, smartwatch makers are looking to add cellular connectivity for standalone use-cases as 90% of smartwatches shipped today are not cellular capable. Table of Contents: Snapshot Global Smartwatch shipment share - by Platform in Q2 2018 Global…

Huawei Trolls Apple iPhone X Launch in London

The Huawei van was serving juice to passers by with the tagline: "Get ju%ce that lasts," followed by "No traces of Apple." The reference was to battery life. Huawei recently overtook the iPhone-maker as the second-largest smartphone manufacturer by market share. While Huawei has overtaken Apple on a global basis, it still trails the U.S. firm in the premium segment of the market,…

Apple Captured 43% of the Global Premium Segment, OnePlus Entered Top Five Premium Android OEMs During Q2 2018

According to Counterpoint Research’s Market Monitor Q2 2018, the global premium smartphone segment** grew faster than the overall smartphone market. This was driven by increasing shipments from Chinese players, which have recently upgraded their flagships and are positioning them at a higher price point, at launch, compared to their previous flagship models. As these players grow outside China,…

Apple and eSIM – Control, Convenience and Commercial Opportunities

We have talked and deep-dived on the potential of eSIM across different connected things (see here) from automotive to drones (see here), to IoT (see here) and smartphones. The move that the industry (not all operators though) was waiting for, when someone like Apple integrates eSIM in smartphones is finally arriving; though Google was the first major player to add in last year's Pixel series,…

Apple Fall Launch 2018: Apple Watch Series 4 Steals the Show

Apple, the first company to touch a trillion dollar market cap, announced a series of new additions to its premium portfolio of consumer smart devices. All launching this fall. The following are our quick observations as the event unfolded with a focus on Apple Watch Series 4. Apple was the world's leading smartwatch brand in Q2 2018 (see here), however, nine out of ten Apple Watch shipped…

Huawei Topples Apple to Become the Second Largest Brand in Russia During Q2 2018

Huawei was also the fastest growing brand (240%) followed by Xiaomi (135%) and Bright and Quick (104%). Smartphone sales grew a healthy 25% YoY driven by Chinese brands New Delhi, Hong Kong, Seoul, London, Beijing, San Diego, Buenos Aires – September 12th, 2018 According to the latest research from Counterpoint’s Market Pulse service, Russia smartphone sales grew a healthy 25% YoY during Q2…

Apple’s Early-Generation Smartwatch Rules A Market Where The iPhone Is Struggling

Apple may be struggling to take the iPhone’s market share in India beyond just 2%, but there’s one segment where it is winning: smartwatches. In the second quarter of 2018, Apple Watches made up 35% of the total smartwatches sold in India, according to market tracker Counterpoint Research. The number of Apple smartwatches sold in India rose 16% year-on-year from the same period last year,…