Guess Who Dominated Premium Android Smartphone SoCs in Q1?
China’s strict COVID-19 quarantine measures have started showing up in our smartphone numbers – sales declined YoY for 10 consecutive weeks since the sixth week of 2022. Major Chinese brands, except HONOR, failed to avoid the impact, says Minsoo Kang.
Both Qualcomm and MediaTek are reporting stellar numbers. But different drivers are pushing their growth. If MediaTek leads the overall Android smartphone SoC market, Qualcomm dominates the premium segment of the market, reports Shivani Parashar.
Our Installed Base Tracker Service tells us Xiaomi has become the third smartphone brand after Samsung and Apple to cross the 500-million installed base mark. But in what ways can such a large installed base help Xiaomi? Archie Zhang tries to find out.
Meta Quest 2 (formerly Oculus Quest 2) cumulatively shipped more than 10 million headsets by the end of 2021.
The US smartphone market was off to a slow start in 2022, falling 6% YoY due to various factors
China’s smartphone sales declined for 10 consecutive weeks since the sixth week of 2022 when compared to the same period in 2021
Qualcomm and MediaTek posted healthy growth in Q1 2022.
IDEMIA, Truphone, Workz, Oasis Smart SIM, and Valid cement their place as specialists challenging the top 2.
How Are India’s TWS Hearables Makers Dominating At Home?
With its smartphone business in the rearview mirror, LG Electronics is going from strength to strength. In Q1 2022, its revenue reached a record high, with 46% of it coming from premium products in overseas markets, reports Ayush Bhardwaj.
The onward march of Indian TWS brands continues. In Q1 2022, these brands’ shipments more than doubled to capture 72% of the India TWS market. What is driving this seemingly improbable growth? Anshika Jain has the answer.
With its supply chain heavily dependent on Chinese EMS and ODM firms, Netgear has been hit hard by the latest COVID-19 wave in China. Its revenue plunged a massive 33.8% in Q1 2022 compared to Q1 2021, reports Varun Gupta.
5G shipments to overtake 4G by 2028 to become the leading technology in the global cellular IoT module market. Global cellular IoT module shipments are expected to cross 1.2 billion units by 2030 with a CAGR of 12%.
India brands captured a 72% share in Q1 2022, up from 57% in Q1 2021.
Smartphone shipments grew 12% YoY as supply chain dynamics improved.
Revenue reached a new record high of $14.48 billion during the quarter. Operating profit recovered to a respectable level.
Despite Tough Q1, We’re ‘Cautiously’ Optimistic on US Smartphone Sales
Against the backdrop of component shortages, war and COVID-19, Apple has been able to record an impressive March quarter. In fact, its installed base and services hit new highs during the quarter, says Jeff Fieldhack in his quick takes on the quarterly result.
TSMC too recorded an impressive March quarter. And it too had a record number to show. The quarter saw its HPC segment beating the smartphone segment to become the largest sales contributor for the first time in TSMC’s history, reports Dale Gai.
The 4.5% YoY rebound in the global smartphone market in 2021 also resulted in ODM/IDH firms’ smartphone shipments growing 6.4% YoY. This growth was primarily driven by increasing orders from Xiaomi, Lenovo/Motorola and Transsion, says Ivan Lam.
The US smartphone market declined by 6% YoY in Q1 2022. Apple led the market in Q1 2022, capturing a 47% share, followed by Samsung (28%) and Motorola (12%).
Smartphone shipments from ODM/ IDH companies grew 6.4% YoY in 2021.
TECNO saw annual growth of 65%, retaining its top position for the fifth consecutive year.
With a March quarter with many headwinds – inflation, component shortages, war and COVID-19 lockdowns – Apple recorded impressive results
MediaTek recorded an impressive set of numbers for Q1 2022 with revenues growing 32% YoY and 10.2% QoQ to reach $4.8 billion.
Top 10 5G Android: Guess Who Topped, Tailed and Prevailed?
In addition to COVID-19 and component shortages, a fresh challenge cropped up for the global smartphone market in Q1 2022. While the Russia-Ukraine war had little impact on the quarter, as reports from Harmeet Singh Walia, Mengmeng Zhang and Shilpi Jain show, it has the potential to hit the market in the long run and delay its recovery.
But there was some good news on the PC component front in Q1 2022 even as the war threatened to hit the momentum here too. William Li projects that PC component shortages are likely to ease in H2 2022. Since late 2021, demand-supply gaps have been narrowing, signaling an approaching end to supply tightness across the broader ecosystem, he says.
The global smartphone market declined by 7% YoY and 12% QoQ to 328 million units in Q1 2022. While Samsung’s shipments declined 3% YoY, it was the only top-five smartphone brand to grow QoQ.
vivo led the market in Q1 2022, capturing a 20% share, followed by OPPO (18%) and Apple (18%).
Samsung led the February 2022 top 10 5G Android smartphones list with five spots
Xiaomi led the market in Q1 2022 (January-March) with a 23% shipment share.
Global PC shipments fell 4.3% YoY in Q1 2022 to reach 78.7 million units.
India’s tablet market shipments grew 28% YoY in 2021, according to India Tablet Shipment by Model Tracker.
Tesla vehicle deliveries crossed 310,000 units in Q1 2022, a YoY increase of 68%.
Why We Think The Semis Shortage is Already Easing
Our latest smartphone component tracker sees the ongoing global semiconductor chip shortages continuing to ease during H2 2022. But COVID-19 is still lurking in the background. The big risk factor moving forward is the lockdowns happening across China right now, especially in and around Shanghai, says William Li.
With the prices of new flagship smartphones remaining high in 2021, refurbished smartphone volumes grew 15% YoY. But there is a heartening factor that also contributed to this growth. As sustainability garnered more interest, consumers were exposed to more benefits of choosing a pre-owned device, finds Glen Cardoza.
The rise of the Metaverse and the commercial success of Meta’s consumer-level VR headset Oculus have breathed new life into the Chinese XR market after the 2016 boom that went bust in two years. But has the technology achieved the maturity required to reach mass-adoption levels? Kevin Lee has the answer.
Global semiconductor chip shortages are likely to continue easing during the second half of 2022 as demand-supply gaps decrease across most components.
The global secondary smartphone market saw a surge in demand as well as supply in 2021.
XR technologies experienced their first boom in China in 2016.
Many economies are currently at work to achieve self-dependence in meeting their chip requirements.
The past two years have brought out the importance of semiconductors in driving economies and the need to diversify the supply chain like never before.
Global XR shipments volume declined by 6% YoY in Q4 2021. The shipment share of VR Standalone form factor crossed 90% in Q4 2021, up from 82% in Q4 2020. Oculus led the market throughout 2021.
China’s Premium Dream for the US
The global automotive industry is finding it tough to shake off the jinx that seems to be dogging it since 2020. First came the pandemic, then the supply chain chaos, and finally (so far) the Ukraine crisis. Any silver lining? Yes, there is one, says Soumen Mandal.
This year has seen a stream of announcements from Qualcomm, the common theme being its efforts to diversify beyond smartphones. The company believes its “one technology roadmap” will expand its total available market seven-fold, says Jeff Fieldhack.
With Apple and Samsung firmly entrenched in the US premium smartphone market, what does it take to become a third serious contender? OnePlus’ 10 Pro model attempts to answer this with its specs. But is this sufficient to break the Apple-Samsung stranglehold? Maurice Klaehne has the answer.
Global Cellular IoT Chipset Shipments Share by Chipset Vendor, Q4 2021
Qualcomm, UNISOC and ASR were the top three cellular IoT chipset vendors in Q4 2021.
The global automotive industry has been in turmoil since 2020.
OnePlus went with some hardware choices that cut the full retail price by $100 compared to its predecessor.
Qualcomm believes it will expand its total available market seven-fold – from a $100bn to a $700bn.
The connected car market is growing, and cars are becoming more connected than ever before.
Why 2022 Is the Year 50MP Smartphone Cameras Hit Mainstream
8th April 2022
Reports that Apple is working on a hardware subscription model for iPhone and other products have left the industry and consumers agog, waiting for more details to emerge. Hanish Bhatia tries to understand the implications of this model for Apple and other players in the industry.
What is premium today will be affordable tomorrow. This seems to be the unwritten rule of the smartphone market. Take 50MP image sensors for instance. After launching in 2020 in the premium price band, they are now penetrating the low-to-mid-end models, reports Alicia Gong.
The global telematics control unit (TCU) market continues to report good numbers despite COVID-19 and supply chain shortages. This growth is being driven by the rising penetration of connected cars and consumer preference for digital features, says Ayush Bhardwaj.
Monthly ARPU (Hardware + Services) for Apple Power User ~400
Apple is reportedly working on a subscription model for iPhone and other hardware products. The news made headlines across the tech world.
LG led the global TCU market in 2021, followed by Continental and Harman.
The sales share of smartphones featuring a 50MP rear primary camera jumped to 5.6% in Q4 2021 from 1.7% in Q2 2021.
It took less than 3 years for Wi-Fi 6 to go mainstream across smartphones, tablets, PCs, routers, and gateways.
OPPO recently launched a book-type folding smartphone, the Find N, priced at around $1,400, only available in China
US Market Smartphone Race Gets New Contender
1st April 2022
It was a different era of the US mobile phone market back in 2008. Feature phones were dominant and Motorola was the market king. A bit of that glory was back with Motorola in 2021 when it emerged as the US’ No. 3 smartphone OEM for the first time. Varun Mishra looks into its latest gains.
On the US carriers’ side, T-Mobile is currently the leader when it comes to 5G rollouts. But it is not basking in this achievement and instead focusing on maintaining this lead through investments and rollout of new 5G applications. Jeff Fieldhack has the latest on T-Mobile’s initiatives on this front.
COVID-19 has made video conferencing an integral part of our daily work routine. But still, a quality web camera is difficult to come by. Jabra’s Panacast 20 attempts to fill this gap. It has proved to be one of the best solutions available, says Neil Shah after using the device for almost eight weeks.
USA Smartphone Sell-through Share by Brand
This is the first time ever that Motorola has become the #3 OEM in the US for a full year. Motorola has been one of the biggest gainers from LG’s decline, consistently holding the #3 position since April 2021.
T-Mobile held a “5G Forward” event to unveil some updates on its new 5G innovation lab in Washington.
Quectel and Qualcomm led the global cellular IoT module and IoT chipset markets respectively in Q4 2021.
Saudi Arabia’s smartphone market grew 49% YoY in 2021, a 14% increase from the pre-pandemic 2019.
NXP’s automotive segment crossed $5.4Bn in revenues in 2021, surpassing previous high of $4.5Bn in 2018.
2021 saw more activity in terms of handheld announcements on new devices, new technical standards and new sales records.
We have been testing various cameras for personal and professional use, and, Jabra PanaCast 20 has proved to be a very capable and one of the best solutions available.
How Premium Smartphones Outpaced Market to Pass One-Quarter Mark in 2021
25th March 2022
Even as component shortages and fresh COVID-19 waves gripped the global smartphone market in 2021, its premium segment notched up record numbers. Against the global market growth of 7%, the premium segment grew 24% to grab its highest ever share. Varun Mishra looks into the reasons driving this growth.
While the long-term outlook for OLEDs is bright, they seem to have hit a speed bump in the short term thanks to factors like weak consumer sentiment and component shortages. Join Woojin Son as he analyses the transition of mobile phones from LCD to OLED displays.
OnePlus entered the smartwatch market with the launch of the OnePlus Watch last year. Going by our BoM analysis, the product has been designed with much care to attract the target consumer. Sound selection of components has enabled OnePlus to make a multifunctional smartwatch at an affordable price, says Yasasvi Jayachandra Kuppa.
Global Smartphone OEM Rankings by Region, Premium (>$400) Segment, 2021
The global premium (>$400 wholesale ASP) smartphone market sales grew 24% YoY in 2021 to reach their highest ever level. The growth in the premium segment outpaced the 7% YoY growth in the overall global smartphone sales in 2021.
Sound selection of components from various manufacturers enables OnePlus to make a multifunctional smartwatch at an affordable price.
LCD, which once used to dominate smartphone displays, is now gradually giving way to OLED.
With a 9.6% sequential increase in total revenue in Q4 2021, Xiaomi has partially recovered from its underwhelming performance in Q3.
In 2021, the market share of Android smartphones in the >$600 price band in China shrunk to 36.5% from 44.6% in 2020.
5G Smartphone Sales Share Passes 50% For First Time Ever
18th March 2022
The beginning of the year 2022 saw the smartphone industry reaching an important milestone. For the first time, sales penetration of 5G-capable smartphones surpassed the penetration of 4G smartphones in January. Karn Chauhan looks into the factors driving 5G penetration globally.
After a sluggish 2020, the global smartwatch market was back on the growth curve in 2021. In fact, the fourth quarter saw the highest ever quarterly shipments. With their ability to monitor important health parameters, these devices are becoming popular, says Sujeong Lim.
The global automotive sector’s bumpy ride, which started with COVID-19 and worsened with component shortages, was expected to end or at least improve this year. But then came the Ukraine crisis. Suddenly, the industry finds itself in a vulnerable situation. Abhik Mukherjee analyses the situation.
Sales penetration of 5G-capable smartphones reached 51% globally in January 2022, surpassing the penetration of 4G smartphones for the first time.
The global Android smartphone AP/SoC sales grew 3.6% YoY in 2021.
The market grew a healthy 24% YoY, thanks to strong demand for sub-$100 smartwatches.
Samsung has unveiled its latest A Series smartphones in Europe: the Galaxy A33 and Galaxy A53. The A Series is vital to Samsung’s leadership in Europe.
MWC and our Russia Headline Views
4th March 2022
This year’s MWC Barcelona was back to its usual hustle and bustle associated with a physical event. The event was big on technology and innovation, with companies announcing path-breaking products and projects. Join Gareth Owen, Maurice Klaehne, Ritesh Bendre and Charu Paliwal as they report on the key takeaways from the event.
India’s smart TV market is witnessing galloping growth. Smart TV share in overall TV shipments in India reached 84% in 2021 from 67% in 2020. Akash Jatwala attributes it to the pandemic, newer launches at affordable prices, growth of new entrants and discount offers.
Our infographics on the Q4 2021 and 2021 numbers for the smartphone and smartwatch markets are ready. Do check them out to get a quick idea about the latest on these segments.
Smartphone Market Revenue by Top 5 Brands, 2017-2021 (in $ billions)
Apple led the global smartphone market revenues in 2021 with annual revenue of $196 billion. The top five smartphone brands contributed more than 85% of the total smartphone revenue.
Bangladesh’s smartphone market grew 11% YoY in 2021 to register its highest ever shipments.
Smart TV share in overall TV shipments in India reached 84% in 2021, compared to just 67% in 2020.
A number of vendors announced that they were developing alternative merchant chip solutions based on ASICs, GPUs and even RISC-V architectures.
Open RAN was a hot topic at MWC with around 46 demos of O-RAN technology. Many announcements from major legacy operators demonstrating continued progress towards more O-RAN deployments.
Let us look at the significant announcements made at MWC on private networks and monetizing 5G.
TCL unveiled two new foldable concepts and a full range of smartphones and tablets at MWC.
At MWC 2022, Huawei announced a printer, a laptop, a couple of tablets, and an All-in-One PC as a part of its “Super Device” smart ecosystem.
Ahead of MWC 2022, OPPO announced the flagship Find X5 and Find X5 Pro series smartphones.
The global smartphone market grew 9% QoQ but declined 6% YoY in Q4 2021.
How a Massive Q4 Helped realme Consolidate Its #5 Europe Spot
25th February 2022
Qualcomm has managed to beat component shortages and capacity constraints to record a strong Q4. Parv Sharma feels the company has been able to do this by prioritizing high-end Snapdragon sales, which come with higher profitability and less impact from shortages than the mid-end and low-end mobile handsets.
The global Camera Images Sensor (CIS) market remains bullish despite macroeconomic uncertainties, thanks to increasing demand not just from the smartphone segment but also from the automotive, industrial and other applications. Join Alicia Gong as she makes 2022 projections for the market.
On the face of it, there doesn’t seem to be any strong link between climate change and mobile networks. But think energy consumption and carbon emission and you start getting the picture. China Mobile and Huawei have launched the Green 5G Project. Join Jan Stryjak to understand what it is all about.
Global Smartphone AP/SoC Shipment Market Share (%), Q4 2020 vs Q4 2021
Qualcomm’s share reached 30% driven by the premium tier. UNISOC had a strong Q4 with its share reaching 11%.
LATAM smartphone shipments grew 13.4% YoY in 2021 and .03% YoY and 9% QoQ in Q4 2021.
The global CIS market’s revenue is expected to reach $21.9 billion in 2022, posting a YoY increase of 7%.
NVIDIA has reported a 62.3% YoY increase in its 2021 revenues to $26 billion. In Q4 2021, revenues were at $7.5 billion, a 52% YoY increase.
China Mobile and Huawei have partnered up to launch the Green 5G Project, which aims to improve network efficiency and reduce carbon emissions, while accelerating digitalisation.
How Samsung Won The Philippines in 2021
18th February 2022
HONOR has managed to maintain its growth momentum in China. Even as the country’s smartphone shipments dropped 11% YoY in Q4 2021, HONOR reached the second position in the market for the first time after becoming an independent company, reports Archie Zhang.
In the past decade, CPUs gained an increasing number of cores, but their bandwidth didn’t keep pace, affecting performance. To address this and related issues, a new non-proprietary standard called CXL was developed in 2019. Join Siddharth Bhatla to understand what it is all about.
Semiconductor shortages, production losses and freight disruption did impact the global auto industry in 2021, but the connected car penetration continued to increase. The year also saw the first global deployment of a 5G-enabled car, says Fahad Siddiqui in his update.
China’s smartphone shipments dropped 11% YoY in Q4 2021, according to Counterpoint Research’s Q4 2021 Market Monitor. There was intense competition, with Apple ending on top and reaching its highest market share ever.
OPPO led the market with a 20.5% share, followed by Samsung at 18.6%.
Philippines’ smartphone shipments increased 5% YoY in 2021 but decreased 10% YoY in Q4 2021
5G cars are expected to be a quarter of connected cars by 2025.
Server architecture is undergoing a massive disruption, fundamentally transitioning from being compute-centric to being more data-centric.
AMD has reported a 49% YoY growth in its Q4 2021 revenue to $4.8 billion.
Netgear has reported a sharp 31.6% YoY fall in its Q4 2021 revenues to $251.2 million.
How Smartphone Markets Turning the Corner Across Southeast Asia
11th February 2022
The latest Galaxy Unpacked event had good news for diehard Note fans. The Galaxy S22 Ultra is now a de facto successor to the Note series. But that was just one of the key takeaways from the event that saw the launch of six smartphone and tablet models. Join Ritesh Bendre as he gives the low-down on the event.
The global smartphone market shipments grew 4% in 2021, but they were still below the pre-pandemic level due to continued COVID-19 impacts and component shortages. However, some regions registered their highest ever shipments. The Middle East and Africa region grew 13% YoY in 2021, underpinning the accelerating adoption of digital services, says Yang Wang. Key Southeast Asian countries also saw record shipments, with Xiaomi, realme and Apple achieving their highest ever volumes, report Glen Cardoza and Ivan Lam.
Key Southeast Asian Countries’ Smartphone Shipments Cross Pre-pandemic Levels in 2021; Xiaomi, realme, Apple achieve highest ever volumes
Key Southeast Asian countries’ (Indonesia, Thailand, Philippines and Vietnam) smartphone shipments were highest ever in a calendar year in 2021, reaching 96 million units and growing 5% YoY.
MEA smartphone sales grew 13% YoY in 2021, marking the best year ever for the market.
Vietnam’s smartphone shipments soared 104% QoQ in Q4 2021.
Domestic brands captured over 75% of the total market shipments.
Samsung announced six new products at the Galaxy Unpacked event.
No Apple, No Problem – How Will Qualcomm Do It?
4th February 2022
Some smart hacks like dual-sourcing of key products have helped Qualcomm beat component shortages to register record revenues in the December quarter. Join Jeff Fieldhack for an analysis of the company’s earnings report for the quarter.
COVID-19 and component shortages impacted Europe’s smartphone market in 2021. While the market managed to grow 8% YoY, this growth came on a low base of the pandemic-hit 2020 and was well below pre-pandemic levels, says Jan Stryjak.
In contrast, India’s smartphone market recorded its highest ever shipments and revenues in 2021. While COVID-19 and component shortages did impact this market, what made the difference was high replacement demand fuelled by increasing affordability, reports Shilpi Jain.
A major theme carried over from 2020 was vendor competition, and 2021 saw the most intense competition yet. Leadership of the European smartphone market changed hands four times throughout the year, while some brands enjoyed their best year for sales in Europe ever.
Qualcomm recorded a very strong December quarter with revenues of $10.7 billion, an increase of 30% YoY.
2021 saw record revenues of $17.6B, growing 53% annually (2020 $11.5B) and operating margin both increased for the fourth consecutive year.
Net revenues increased 24.9% to $12.76 billion in 2021, due to strong performance across ADG and MDG.
Semiconductor industry revenues are expected to reach around $1 trillion by 2030.
1.39bn Smartphones Shipped in 2021; Apple #1 in China
28th January 2022
Our 2021 report card for the global smartphone market is ready. While the annual shipments did grow for the first time since 2017, they remained below the pre-pandemic level due to continued COVID-19 impacts and component shortages, explains Harmeet Singh Walia.
Macroeconomic factors also impacted the global smartphone market’s performance in 2021. Inflation, rising energy prices, labor shortages and higher input costs impacted the market and will continue to keep prices inflated through 2022, says Emily Herbert.
Even as the global smartphone market continued to grapple with component shortages and COVID-19, Apple became the #1 brand in China in Q4 2021 after six years, reports Ivan Lam. The quarter also brought Apple its highest ever market share in China.
Global Annual Smartphone Market Grew for the First Time Since 2017; Record Annual Shipments for Apple
The global smartphone market grew for the first time since 2017, with annual shipments reaching 1.39 billion units in 2021.
Apple surpassed vivo in Q4 2021 to become the #1 brand in China after six years, when the iPhone 6 supercycle was at its peak.
Apple posted a record December quarter which included record revenues, record installed base, tremendous growth in all business units, and double-digit revenue growth in most regions.
Global inflation of goods due to supply chain issues, rising energy prices, labor shortages and higher input costs has also made an impact on the handset market and will continue to keep prices inflated through 2022.
5G sales in Europe more than doubled over 2020 and accounted for half of all smartphone sales in Q3 2021 (up from just 14% in Q3 2020)
Against the backdrop of COVID-19 and component shortages, the recently concluded CES kept its date with announcements and launches in the processor ecosystem.
TSMC CAPEX Breakdown; PC Shipments Up as Bottlenecks Ease
20th January 2022
TSMC’s $40-44 billion capital spending plan for 2022 is above the industry forecast of $38-42 billion, which is based on the company’s investment plan announced in the second half of 2021. So, what are the implications of this aggressive spend for TSMC and the semiconductor industry? Dale Gai finds out.
Though coming on a relatively high base, global PC shipments grew 3.1% YoY to 90.3 million in Q4 2021. The ongoing component shortage eased a bit during the quarter, says William Li, adding the forecast for Q1 2022 remains optimistic, mainly due to solid demand and improving component supply.
With multiple spectrum bands and an ever-increasing range of services, mobile networks are becoming more complex. It takes much time to adjust network parameters to support new applications. But, as Gareth Owen explains, this is now changing with the introduction of new AI-driven solutions.
2022 US Smartphone Expectations; Location Leadership Still HERE; CES Auto Top 10
13th January 2022
Apple continues to be the top smartphone brand in terms of sales units and revenue in China for six consecutive weeks. Apple rose to the first place in China right after the iPhone 13 was released (week 39). Afterwards Apple has been in leading position for the majority of the period, seldom giving way to Chinese competitor vivo…Read more
The US smartphone market was defined by several key trends in 2021, including strong promotions from Verizon, T-Mobile and AT&T; LG, the…Read more
The tech industry is going through an “intelligent” digital transformation wave as data collected from the billions of connected fixed and mobile…Read more
Despite several larger OEMs and Internet Service Providers pulling back from physically attending, the CES saw some interesting device launches…Read more