年代martphone Indicators provides a view into the sector’s current events through the lens of our monthly & quarterly research reports.

We share proprietary report data to highlight key milestones, emerging trends, growth opportunities and potential pitfalls.

For press inquiries on data use or analyst interviews/quotes, please get in touch direct at press(at)www.arena-ruc.com.

April Report Highlights

Monthly Smartphone OEM Sell-in vs Sell Through Report|April 22

No Zero Sum Game

• Lockdowns from China’s COVID zero policy disrupting logistics and factory output, but key smartphone OEM/ODM factories largely unaffected with production lines running.
• Depressed consumer sentiment, however, is creating risk on the demand side and starting to impact inventories.
• Excessive build up could bring big headaches, especially for some Chinese brands with already high inventories.
• The biggest warning signs flashing at us:
• OurMonthly Smartphone OEM Sell-in vs Sell Through Reportshows China inventories (weeks) at highest ever.
• The latest China consumption indexes declining to 2020 lockdown levels.
• COVID zero policy looks likely to last at least until CCP’s congress sometime in 2H.

Global Foldable Smartphone Market Shipments Forecast (2022-2026): March 2022 Update |April 20

可折叠的主

• When will the foldable smartphone form-factor become mainstream?
• Looking at the share of global foldable smartphone TAM we’re only forecasting 1.1% this year. And it’s likely to remain low-ish single digits through our forecast period.
• 也许更相关的是king which vendor is pivoting fastest to foldable smartphones – and the obvious answer is Samsung.
• But the more interesting one is Apple.

Monthly Market Pulse Flagship Model, February 2022 Edition|April 14

iPhone Results Early Look: Fewer Bargains, More Margins

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• We’re expecting good and bad news for Apple’s Jan-Mar results.
• The bad news is iPhone global volumes could shrink by low single-digits, impacted by a big YoY dip in US demand.
• The good news is the sales mix – more people are buying the latest flagship iPhone 13 than cheaper and older models.
• This adds more fuel to rumours around the company’s possible hardware leasing program. In the US, where the share of new iPhone buyers hit 80% during the period, hardware leasing seems like the next step in lowering iOS flagship ownership barriers well below $799.
• OurMonthly Market Pulse Flagship Model, February 2022 Editionprovides an early look and full iPhone model sell-through breakdowns for the past 12 months, along with coverage of 200+ other key models.

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Global TWS Hearables Market Tracker & Analysis, 2021| April 6

Pump Up the Volumes: 2021 Global TWS (True Wireless Stereo) Hearables Unit Shipments

• True Wireless Stereo (TWS) hearables shipments hit a MASSIVE milestone in 2021, reaching 300m units.
• Beats from the East: Asia (ex-China) the biggest regional driver on strong sales in Japan/Korea which helped offset India sluggishness.
• Tougher at the top: TOP 5 brands dipped just below 50% share on leader Apple’s tepid volume growth.

年代outh Korea Smartphone Market Updates 2021| 4月5日

Foldables: $999 Samsung Galaxy Z Flip 3 5G Hits the Sweet Spot With South Korean Consumers

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• The big surprise in South Korea last year was the super successful launch of Samsung’s foldables.
• An extended view of the Samsung Galaxy Z Flip 3’s sales fromour South Korea Smartphone Market Update, 2021, shows exactly how popular they were amongst domestic consumers; over the past few years only the S10 5G and Note 9 reached 1m unit sales faster.
• The uber-premium Samsung Galaxy Z Fold 3 did well too, outshining its sister the Samsung Galaxy S21 Ultra.
• Our domestic2022 forecasts for the upcoming Galaxy Z 4 Series foldableshave just been updated, and we see them performing similarly to the Galaxy S22 Series and iPhone 14 Series. In South Korea at least, foldable smartphones have officially arrived.

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# of Months to 1m Unit Sales, Korea

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Monthly Market Pulse, February 2022| 4月3日

The Ceiling’s the Limit

• After 16 months of >50% volume share, iPhone sales in the US dipped below the halfway mark for the first time since September 2020.
• A combination of factors – seasonality, slowing sales of older iPhones, Samsung Galaxy S22 pre-orders, Motorola outperformance – contributed to the dip.
• But looking at the chart, the triple peaks suggest Apple is meeting resistance – perhaps iOS has been testing the ceiling in the US.
• Luckily, the company is already exploring ways to grow laterally – recent headlines onApple’s hardware leasing and financial servicesreflect how the company plans to broaden revenue sources while sticking to its core of improving customer experience.
• OurMarket Pulseanalysis shows similar dynamics in other developed markets so we expect Apple to expand financial services across devices, segments and regions.