Huawei

“One size no longer fits all” as the global smartphone market breaks down into different segments

The pandemic was very good news for some companies, with demand for online activities rocketing. But whilst many parts of the developing world are still suffering, most developed countries are now starting to reopen as vaccinations spread. Western companies are now struggling for chip supplies, due to their lack of local investment. The Chinese market

The post “One size no longer fits all” as the global smartphone market breaks down into different segments appeared first on Chemicals and the Economy.

Smartphone sales highlight new trends in consumer markets

Smartphone markets continue to provide early warning of the major changes taking place in consumer markets. And Q4 data confirms the old rules are becoming less and less relevant:  As the chart shows, market positioning is now all-important. Apple are stretching their lead in the ‘sweet spot’ of the value chain – design – and

The post Smartphone sales highlight new trends in consumer markets appeared first on Chemicals and the Economy.

Smartphone sales confirm mid-market of ‘affordable luxury’ is disappearing

Another 3 months, another decline in global smartphone sales. And more pressure on mid-market players like Samsung, as China’s low-cost producers continue to gain market share. As the chart shows: Samsung had 35% of the global market back in 2013, but was down to 23% in Q3 Its annualised volume fell to 262 million from

The next billion phone users will be buying $10 smart feature phones, not $1000 iPhones

Smartphone sales plateaued in Q3, down 9% since Q3 2017’s peak of 1.55bn, as the chart shows.  But the bigger threat from smart feature phones – now retailing for as little as $11 – continues to grow as Reliance and Vodacom launch new models in India and Africa. Smartphone sales are also seeing important shifts

Smartphone sales decline begins to impact global stock markets

The bad news continues for the world’s smartphone manufacturers and their suppliers.  And President Trump’s decision to add a 25% tariff on smartphone component imports from China from June 25 is unlikely to help. Morgan Stanley estimate it will add $160 to the current US iPhone XS price of $999, whilst a state-backed Chinese consumer boycott

Fed’s magic money tree hopes to overcome smartphone sales downturn and global recession risk

Last November, I wrote one of my “most-read posts”, titled Global smartphone recession confirms consumer downturn. The only strange thing was that most people read it several weeks later on 3 January, after Apple announced its China sales had fallen due to the economic downturn. Why did Apple and financial markets only then discover that smartphone sales

Apple, Xiaomi squeeze smartphone mid-market as sales plateau

The global smartphone market has finally gone ex-growth as China’s slowdown continues.  In turn, the market is starting to polarise – with Apple pushing further up-market whilst Chinese brands such as Xiaomi focus on volume.  Samsung’s middle market positioning looks increasingly under threat: The chart shows Q1 sales for Samsung, Apple, the 3 top Chinese […]

The post Apple, Xiaomi squeeze smartphone mid-market as sales plateau appeared first on Chemicals & The Economy.

Global smartphone sales slide 9% in Q4, as China tumbles 16%

Global smartphone sales have seen major growth until recently as consumers fell in love with going mobile, as the chart shows: In the critical Q4 period they jumped from 290m in 2013 to 380m in 2014, 405m in 2015 and 439m in 2016 But they then fell 9% in Q4 last year, according to Strategy […]

The post Global smartphone sales slide 9% in Q4, as China tumbles 16% appeared first on Chemicals & The Economy.

Top 3 Chinese smartphone brands capture global lead

China’s Top 3 manufacturers – Huawei, OPPO and Vivo – captured top position in global smartphone sales for the first time in Q1.  As the chart shows: □  They took 22.9% of the market compared to 22.7% for Samsung and 14.4% for Apple □  In terms of individual smartphone sales, OPPO’s R9s smartphone reached the […]

Smartphone profits under threat as market goes ex-growth

The outlook is becoming clearer for the global smartphone market, and it confirms my judgement in November, when reviewing Q3 sales: “It seems likely that a focus on price and affordability will come to dominate. In turn, pricing pressures on suppliers will intensify. The key challenge facing the market is that it has gone ex-growth.” […]

Smartphone markets see calm before the storm as volume stagnates

The global smartphone market reached a fork in the road in Q3, and that was before Samsung’s disaster with the enforced recall of the Galaxy 7 model.  What happens next is not yet clear, but it is likely that a focus on price and affordability will come to dominate.  In turn, pricing pressures on suppliers […]

Smartphone sales go ex-growth as lifecycle turns down

Its been a great run for the smartphone industry, but the party is now coming to an end.  As the chart shows, global sales in H1 fell 1% versus 2016, based on Strategy Analytics data:   Samsung and Apple have both seen a major decline in their market share since 2014   Samsung have fallen […]

Smartphones head for price war as China sales fall 4% in Q4

We all now carry around a mini-computer in our pockets – one with more power than those which controlled Apollo 11 when Neil Amstrong first walked on the moon in 1969.  In certain parts of the world, there are now more smartphones than toilets, according to Time magazine. This is raising the spectre of market […]

Price war hits smartphone market as China’s growth goes negative

The smartphone market has been one of the ‘jewels in the crown” of the consumer electronics market.  Yet today, it is rushing headlong into the world of the New Normal.  We can all learn a lot about the outlook for the global economy from watching its development. Until recently, the history was of astonishing growth, […]