22% Of The Total Smartphones Were “Exclusively” Sold Through E-Commerce Channels In India In Q2 2015

According to the latest research from Counterpoint Research’sMarket Monitorservice, forQ2 2015 (Apr-June),the overall India mobile phone market registered a Y/Y decline of 2% and Q/Q increase of 4%. However, the smartphone segment registered Y/Y increase of 34% and Q/Q increase of 25%. Feature phone segment saw a sharp decline with shipment volumes down 19% Y/Y and 9% Q/Q. After declining for two consecutive quarters both the overall handset market and smartphone market regainedsequential growth.

Flipkart Captured 56% of those Smartphones ‘Exclusively’ Sold through E-Commerce Channels in India in Q2 2015

Market Summary for Q2 2015:

  • Smartphonescontributed close to 45% of the overall shipments in2Q 2015
  • Samsungled the overall mobile phone market and the smartphone segment during the quarter with market shares of 18.7% and 24.5% respectively
  • Samsung remained aggressive in terms of promotion during the quarter with its Flagship models S6 and S6 edge launch. As a result,Samsung’s S6 series shipments sell-in remained healthy and out-shipped iPhone 6 series by 2:1
  • Surprisingly,Samsung’s Tizenbased Z1 was Samsung’s best-selling smartphonein India during the quarter, thanks to its cheaper price point, higher sales incentives and wider distribution
  • 除了这个朝鲜巨人也看着他们brace e-commerce more seriously as it launched specific SKU’s and its own online brand store exclusively on leading e-commerce platform
  • Micromaxmaintained the second position in both overall mobile phone market and the smartphone segment and regained market share during the quarter mostly due to increase in sales from Online sales channel and Bolt series.Micromax’s new brandYulaunched its second model Yuphoria during the quarter and started off well
  • The vendor has also scaled up itsdomestic manufacturing operationsin its local facility in Rudrapur, India with a production output of now 2 Million units per quarter
  • Continuing its momentum from Q1 2015,Intexhas captured third spot in both overall and smartphone segment for the first time ever, capturing slightly under 10% of the smartphone market during the quarter. Demand forIntexproducts in the sub-$100 smartphone price band still remains strong
  • Lavaexcluding its sub-brandXolocaptured fifth spot in both overall and smartphone segment with a market share of 5.3% in the smartphone segment. TheLava IRISseries, especially theX1ATOM and X8 smartphonewere among the bestselling models
  • Lenovoincluding Motorola raced tofourthposition, primarily due to strong sales of its A6000 plus and A7000 models which helped the Chinese playerto cross 1 Million unit markon its own for the first time ever
  • Lenovowas also thesecond largest LTE smartphone vendorduring the quarter.
  • Xiaomismartphone shipments increased sequentially during the quarter thevendor and became the third largest 4G smartphone vendorduring the quarter, thanks to brisk sales of Redmi 2 4G and Mi Note 4G.The Chinese brand also debuted new flagship Mi4i with its first India specific launch
  • Meanwhile,Apple’siPhone shipments remained strong during the quarter as vendor expanded its distribution reach through both online and offline channel by adding more partners.The Cupertino-based vendor also crossed 1 million unit shipmentsin the seven months of its fiscal year since Oct 2014. An achievement that it took almost twelve months to manage in its last financial year
  • Microsoftalso found its place among top five overall mobile phone brands during the quarter butLumiashipments declined sequentially
  • Meanwhile, the other brands which grew significantly during the quarter wereInfocus, Vivo, Huawei-Honor, Panasonic and Sony

Other important trends worth noting during the quarter were:

  • Online Sales:Almost 30% of the total smartphones sold during the quarter were through the online channels and ‘exclusive’ online only smartphone sales contributed to more than 20% of the total smartphone sales
  • 4G LTE Smartphone:One in Four smartphones sold during the quarter wasLTE capable
  • Make in India:One in Five phones shipped during the quarter were “Made in India

Exhibit 1: India Mobile Phone and Smartphone Shipments

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The Market Monitor research is based on sell-in (shipments) estimates based on vendor’s IR results, vendor polling triangulated with sell-through (sales), supply chain checks and secondary research.