MEA Smartphone Shipments Rebound in Q2 2023 on Better Macroeconomic Environment

MEA smartphone shipments increased 1% YoY and 7% QoQ in Q2 2023.
在这个季度消费者信心回升with falling inflation rates and stabilizing local currencies. These boosted demand for ‘big ticket’ items like smartphones.
Samsung saw a rebound in its shipments and market share during the quarter.
Transsion Group’s shipments grew 2% YoY, or an impressive 14% QoQ, in a typically weak quarter.
一个pple continued its steep rise, with shipments up 75% YoY in Q2.

London, Boston, Toronto, New Delhi, Hong Kong, Beijing, Taipei, Seoul – September 5, 2023

Smartphoneshipments in the Middle East and Africa (MEA) region increased 1% YoY and 7% QoQ in Q2 2023, according to the latest research from Counterpoint’sMarket Monitor Service．This was the MEA smartphone market’s first meaningful rebound in five quarters, or since the global inflation crisis started. Consumer sentiment improved materially during the quarter, as inflation rates fell and local currencies stabilized. This came as a welcome relief for embattled OEMs, which had been sitting on an alarming level of inventory in 2022. They utilized the opportunity to destock and return to a more normal pattern of inventory and product launches.

Commenting on the market’s performance,Senior Analyst Yang Wangsaid, “TheMEAregion seems to be the first to come out of the global downturn in thesmartphonemarket. Market activity picked up during the quarter on better macroeconomic environment and consumers could afford to be more optimistic about ‘big ticket’ item purchases. This was reflected in robustRamadanand Easter sales and throughout the quarter. The encouraging performances show once again that the MEA region could be the last remaining untapped smartphonemarket.There is still significant potential for large segments of the population to upgrade to smartphones.” Looking at individual brands, Samsung, TECNO and一个pplewere the biggest winners.Samsung’s rebound can be attributed to the lower-pricedGalaxy一个series’ strong sales, while new 5G and premium-end models also did well.TECNO, and sister brandInfinixto some extent, performed very well due to better economic conditions, particularly for lower income groups, and aggressive market entries in the Middle East. TECNO andInfinix’ssuccesses, however, can be partly attributed to the cannibalization ofitel’s market share. Lastly,一个pplehad an outstanding quarter to round off a very strong iPhone 14 series cycle. TheOEMmanaged to increase penetration in key Middle East markets with the higher-priced Pro and Pro Max models getting good reception.

On the other hand,Xiaomiretreated 17% YoY as it faced strong competition from Samsung and Transsion brands in the mid-range. Outside of the top 10,OPPOandvivocontinued to slide as the availability of the brands’ stock contracted and market penetration activities shrank. However,realmemaintained positive momentum due to increasing product availability in new markets.

Commenting on pricing trends in the MEA smartphone market, Wang said, “The premium end is usually an afterthought for the MEA market, but the segment was an outperformer of Q2 2023. The sales of smartphones priced above $800 grew 93% YoY, largely due to Apple’s high-end models in the iPhone 14 series. The OEM’s share increased in key GCC markets, while it was seen making efforts to expand distribution channels in Africa. Apple’s success in the MEA region is another proof of the brand’s strong global appeal. As the process of urbanization and industrialization continues across the region, Apple can expect to remain one of the topOEMsin the region.”

Counterpoint Research’s market-leadingMarket Monitor,MarketPulseandModel Salesservices for mobile handsets are available for subscribing clients.

Feel free to contact us at press@www.arena-ruc.com for questions regarding our in-depth research and insights.

You can also visit ourData Section(updated quarterly) to view the smartphone market share forWorld,USA,ChinaandIndia．

Background

Counterpoint Technology Market Research is a global research firm specializing in products in the TMT (technology, media and telecom) industry. It services major technology and financial firms with a mix of monthly reports, customized projects and detailed analyses of the mobile and technology markets. Its key analysts are seasoned experts in the high-tech industry.

Follow Counterpoint Research

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Europe’s Q2 2023 Smartphone Shipments Hit 11-year Low

Europe smartphone shipments fell 12% YoY in Q2 2023 to reach lowest since 2012.
Russia only major market to register growth at 4% YoY.
OPPO’s shipments fell 51% YoY hurt by patent issues and difficult market conditions.
2023 smartphone shipments are set to be lower than in 2022.

London, Boston, Toronto, New Delhi, Jakarta, Beijing, Taipei, Seoul – September 1, 2023

European smartphone shipments declined 12% YoY in Q2 2023, marking the lowest quarterly shipment volume since Q1 2012, according to the latest report from Counterpoint Research’s Market Monitor Service.

Western Europe declined by 14% YoY during the quarter while Eastern Europe limited its fall to 8% YoY, despite being in an already battered state. All major European nations performed weakly in Q2 2023, except Russia, which conversely registered 4% YoY growth. However, this was primarily due to lower shipments in Q2 2022 – the first full quarter after Russia’s invasion of Ukraine and the resulting sanctions and market exits of prominent smartphone players.

OPPO had a difficult time in Q2 2023 with patent disputes and uncertainty in several countries, due to which the brand’s shipments dropped 51% YoY. The uncertainty is likely to persist which will result in further shipment declines in the coming quarters.

realme grew 12% YoY, driven primarily by Russia, which accounted for 55% of the brand’s shipments in the region. In Russia, realme benefitted from Samsung and Apple’s market exit, which allowed the company to fill the void left by these heavyweights. Additionally, realme has remained in the second position in Russia for five straight quarters and has been closing the gap with the market leader Xiaomi.

HONOR registered 9% YoY growth during the quarter due to the base effect and its ongoing expansion outside China.

Commenting on the current market dynamics,Research AnalystHarshit Rastogisaid, “Despite falling shipment volumes, the higher price bands (wholesale prices exceeding $600) have been capturing a larger share of the market each year. They also have a longer replacement cycle compared to mid-segment and lower-price band smartphones, which further dampens demand. Consequently, OEMs are likely to focus on increasing their ASP and concentrate on services to drive revenue growth in the coming quarters.”

Commenting on market outlook,一个ssociate Director JanStryjakcommented, “The market is unlikely to make a full recovery `this year and 2023 smartphone shipments are set to be lower than in 2022, marking consecutive decade-low shipments in both 2022 and 2023. While the economic conditions are partly to blame, consumer buying behaviour is also changing, suggesting that a lower level of sales will set a new baseline. However, despite the low shipment volumes, upcoming iterations of Apple’s iPhone and Samsung’s foldables are likely to fare well, prompting a bump in sales volumes in the coming quarters.”

Background

Counterpoint Technology Market Research is a global research firm specializing in products in the TMT (technology, media, and telecom) industry. It services major technology and financial firms with a mix of monthly reports, customized projects, and detailed analyses of the mobile and technology markets. Its key analysts are seasoned experts in the high-tech industry.

Follow Counterpoint Research
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India Smartphone Market Share: By Quarter

India Smartphone Shipments Market Data (Q1 2022 – Q2 2023)

出版日期:2023年8月17日

印度聪明的季度数据存储库phone market share. This data is a part of a series of reports which track the mobile handset market:Smartphone and Feature Phone shipmentsevery quarter for more than 140 brands covering more than 95% of the totaldevice shipmentsin the industry.

Source:Market Monitor Service

DOWNLOAD:

India Smartphone Shipments Market Share (%)
Brands	Q1 2022	Q2 2022	Q3 2022	Q4 2022	Q1 2023	Q2 2023
Samsung	20%	18%	19%	20%	20%	18%
vivo	15%	17%	14%	18%	17%	17%
Xiaomi	23%	19%	21%	18%	16%	15%
realme	16%	16%	14%	8%	9%	12%
OPPO	9%	11%	10%	11%	12%	11%
Others	17%	19%	22%	25％	26%	27%

*Ranking is according to the latest quarter.

Highlights:

India’s smartphone shipments declined 3% YoY in Q2 2023 (April-July). Though it was the fourth consecutive declining quarter, the magnitude of the decline reduced considerably.
5G smartphones’ contribution to total smartphone shipments reached a record of 50%.
With an 18% share, Samsung led India’s smartphone market for the third consecutive quarter. It was also the top 5G brand.
vivo maintained its second position. It was the only brand among the top five to experience YoY growth.
Samsung surpassed Apple to become the top premium segment (>INR 30,000 or ~ $366) brand. Apple continued to lead the ultra-premium segment (>INR 45,000 or ~$549) with a 59% share.
OnePlus was the fastest growing brand with 68% YoY growth, followed by Apple with 56% YoY growth .

Clickhereto read about India smartphone market in Q1 2023.

The smartphone market share numbers are from:

MOBILE DEVICES MONITOR – Q2 2023 (Vendor Region Countries)

This report is part of a series of reports which track the mobile handset market: Smartphone and Feature Phone shipments every quarter for more than 140 brands covering more than 95% of the total device shipments in the industry.

The deliverable includes

• Single pivot format giving in-depth analysis of theglobal handset market
• Covers140 +品牌now in comparison to 95 brands earlier
• Break out of3 key countriesin each regionto give a further granular view of the regions
•18 countries viewas compared to six earlier
• Covers more than95% of the global handset shipments
• More visuals and analysis by country and by regions

This robust quarterly report with fact-based deep analysis covering multiple dimensions will help players across the handset value chain to holistically analyze the current state of the global handset market and plan ahead of the competition.

相关的帖子:

Data on this page is updated every quarter

This data represents the Indian smartphone market share by quarter (from 2021-2023) by top OEMs. The Indian market is one of the fastest growing smartphone markets worldwide.

For detailed insights on the data, please reach out to us atcontact(at)www.arena-ruc.com．If you are a member of the press, please contact us atpress(at)www.arena-ruc.comfor any media enquiries.

Q1 2023 Highlights

Published date: May 9, 2023

Highlights:

Q1 2023 (January-March) was the third consecutive quarter to see a decline in India’s smartphone shipments.
5G smartphones’ contribution to total smartphone shipments reached a record of 43%.
With a 20% share, Samsung led the Indian smartphone market for the second consecutive quarter. It was also the top 5G brand.
vivo captured the second spot and became the leading brand in the affordable premium segment (INR 30,000-INR 45,000, ~$370-$550)
一个pple continued to lead the premium and ultra-premium segments, with strong growth in offline channels.
OnePlus was the fastest growing brand, followed by Apple.5G smartphones in India captured a 32% share in 2022. Samsung became the top-selling 5G brand in 2022 with a 21% share.

Clickhereto read about India smartphone market in Q1 2023.

India Smartphone Market Share (%)
Brands	Q4 2021	Q1 2022	Q2 2022	Q3 2022	Q4 2022	Q1 2023
Samsung	16%	20%	18%	19%	20%	20%
vivo	13%	15%	17%	14%	18%	17%
Xiaomi	21%	23%	19%	21%	18%	16%
OPPO	9%	9%	11%	10%	11%	12%
realme	17%	16%	16%	14%	8%	9%
Others	24%	17%	19%	22%	25％	26%

*Ranking is according to the latest quarter.

Q4 2022 Highlights

Published date: February 3, 2022

Highlights:

Smartphone market in India declined 9% YoYto reach shipments over 152 million units in 2022.
The premium segment (>INR 30,000 or ~$365) contributed 11% to shipments and 35% to market revenue in 2022, the highest ever.
在2022年第四季度三星成为领先品牌。一个lso, Samsung led the market in 2022 in terms of shipment value share with a 22% share, followed by Apple.
2022年,小米在印度的市场份额,然而,在terms of shipment volume, was 20%. Closely following, Samsung market share in India during that same period was 19%.
In Q4 2022, Samsung led the market, in terms of shipment volume, with a market share of 20%. Xiaomi slipped to third position in Q4 2022.
vivo market share in India in Q4 2022 was 18% helping it capture second spot in terms of shipment volumes.
5G smartphones in India captured a 32% share in 2022. Samsung became the top-selling 5G brand in 2022 with a 21% share.
一个pple continued to lead the premium smartphone segment, with the iPhone 13 emerging as the top-selling model.

Clickhereto read about India smartphone market in Q4 2022.

India Smartphone Market Share (%)
Brands	Q3 2021	Q4 2021	Q1 2022	Q2 2022	Q3 2022	Q4 2022
Samsung	17%	16%	20%	18%	19%	20%
Xiaomi	23%	21%	23%	19%	21%	18%
vivo	15%	13%	15%	17%	14%	18%
OPPO	10%	9%	9%	11%	10%	11%
realme	15%	17%	16%	16%	14%	8%
Others	20%	24%	17%	19%	22%	25％

*Ranking is according to the latest quarter.

Q3 2022 Highlights

Published date: December 21, 2022

India’s smartphone shipments declined 11% YoY in Q3 2022 to reach over 45 million units
Xiaomi led the market with a 21% shipment share, closely followed by Samsung.
One in three smartphones shipped during the quarter was a 5G smartphone. Samsung led the 5G smartphone segment with a 20% share, closely followed by OnePlus and vivo.
一个pple led the premium smartphone segment, followed by Samsung.
For the first time ever, an iPhone (iPhone 13) topped the overall India smartphone quarterly shipment rankings.

Clickhereto read about India smartphone market in Q3 2022.

India Smartphone Market Share (%)
Brands	Q2 2021	Q3 2021	Q4 2021	Q1 2022	Q2 2022	Q3 2022
Xiaomi	28%	23%	21%	23%	19%	21%
Samsung	18%	17%	16%	20%	18%	19%
realme	15%	15%	17%	16%	16%	14%
vivo	15%	15%	13%	15%	17%	14%
OPPO	10%	10%	9%	9%	11%	10%
Others	14%	20%	24%	17%	19%	22%

*Ranking is according to the latest quarter.

Q2 2022 Highlights

Published date: August 15, 2022

India’s smartphone shipments grew 9% YoY but fell 5% QoQ to reach almost 37 million units in Q2 2022 (April-June)
Xiaomi led the market in Q2 2022 with a 19% shipment share, closely followed by Samsung.
India’s smartphone installed base crossed 600 million during the quarter.
5G smartphones contributed to 29% of overall shipments. Samsung led the 5G smartphone segment with a 25% share, followed by vivo and OnePlus.
Three out of the top five smartphone models in Q2 2022 were from realme.
Samsung led the premium smartphone market (>INR 30,000), closely followed by Apple.

Clickhereto read about India smartphone market in Q2 2022.

India Smartphone Market Share (%)
Brands	Q1 2021	Q2 2021	Q3 2021	Q4 2021	Q1 2022	Q2 2022
Xiaomi	26%	28%	23%	21%	23%	19%
Samsung	20%	18%	17%	16%	20%	19%
vivo	16%	15%	15%	13%	15%	17%
realme	11%	15%	15%	17%	16%	16%
OPPO	11%	10%	10%	9%	9%	11%
Others	16%	14%	20%	24%	17%	18%

*Ranking is according to the latest quarter.

Q1 2022 Highlights

Published date: May 15, 2022

India’s smartphone shipments declined 1% YoY to reach over 38 million units in Q1 2022
Xiaomi led the market in Q1 2022 (January-March) with a 23% shipment share. The brand reached its highest ever retail ASP, registering 24% YoY growth
Samsung captured the second spot and was the top 5G smartphone brand in Q1 2022. The brand also led the affordable premium (INR 30,000- INR 45,000) segment.
一个mong the top five brands, realme was the fastest growing and captured the third spot.
OnePlus’ Nord CE 2 5G was the top 5G smartphone model in Q1 2022
一个pple led the premium smartphone market (>INR 30,000) followed by Samsung.

Clickhereto read about India smartphone market in Q1 2022.

India Smartphone Market Share (%)
Brands	Q4 2020	Q1 2021	Q2 2021	Q3 2021	Q4 2021	Q1 2022
Xiaomi	26%	26%	28%	23%	21%	23%
Samsung	20%	20%	18%	17%	16%	20%
realme	11%	11%	15%	15%	17%	16%
vivo	15%	16%	15%	15%	13%	15%
OPPO	10%	11%	10%	10%	9%	9%
Others	18%	16%	14%	20%	24%	17%

*Ranking is according to the latest quarter.

Q4 2021 Highlights

Published date: February 15, 2022

India’s smartphone market revenue crossed $38 billion in 2021 with 27% YoY growth.
Xiaomi led the market with a 24% shipment share. The brand also reached its highest ever share in the premium segment (>INR 30,000, ~$400) with 258% YoY growth.
Samsung registered its highest ever retail ASP in 2021. The brand led the INR 20,000-INR 45,000 (~$267-$600) price segment with a 28% share.
OnePlus注册了高hest ever shipments in India in 2021 and led the affordable premium segment (INR 30,000-INR 45,000, ~$400-$600).
5G shipments registered 555% YoY growth in 2021. vivo led the 5G smartphone shipments in 2021 with a 19% share.
一个mong the top five brands in 2021, realme was the fastest growing brand. It captured the second position in Q4 2021 for the first time.

India Smartphone Market Share (%)
Brands	Q3 2020	Q4 2020	Q1 2021	Q2 2021	Q3 2021	Q4 2021
Xiaomi	23%	26%	26%	28%	23%	21%
realme	15%	11%	11%	15%	15%	17%
Samsung	24%	20%	20%	18%	17%	16%
vivo	16%	15%	16%	15%	15%	13%
OPPO	10%	10%	11%	10%	10%	9%
Others	12%	17%	16%	14%	21%	24%

*Ranking is according to the latest quarter.

Q3 2021 Highlights

Published date: November 15, 2022

Xiaomi led the market in Q3 2021 with a 22% shipment share. Three out of the top five models during the quarter were from Xiaomi
Samsung led the mid-to upper-tier price segment (INR 10,000 – INR 30,000) with a 22% market share.
OnePlus注册了高hest ever shipments in India. Nord series cumulative shipments crossed 3 million units.
5G smartphone shipments crossed the 10-million mark for the first time, vivo leads.
realme led the 5G segment in the sub-INR 20,000 price tier with the highest ever shipments.
一个pple led the premium segment (>INR 30,000) with 45% share.

India Smartphone Market Share (%)
Brands	Q2 2020	Q3 2020	Q4 2020	Q1 2021	Q2 2021	Q3 2021
Xiaomi	29%	23%	26%	26%	28%	23%
Samsung	26%	24%	20%	20%	18%	17%
vivo	17%	16%	15%	16%	15%	15%
realme	11%	15%	11%	11%	15%	15%
OPPO	9%	10%	10%	11%	10%	10%
Others	8%	12%	18%	16%	14%	20%

*Ranking is according to the latest quarter.

Q2 2021 Highlights

India’s smartphone market registered its highest ever shipments in H1 2021.
Xiaomi led the market in Q2 2021 with a 28% shipment share. The brand registered its highest-ever ASP (average selling price) in a single quarter due to the strong performance of the Mi 11 series.
Samsung captured the second spot with an 18% share while vivo captured the third spot with a 15% share.
realme became the fastest brand to reach 50 million cumulative smartphone shipments in India.
OnePlus led the premium market (>INR 30,000) with a 34% share.

India Smartphone Market Share (%)
Brands	2020 Q1	2020 Q2	2020 Q3	2020 Q4	2021 Q1	2021 Q2
Xiaomi	31%	29%	23%	26%	26%	28%
Samsung	16%	26%	24%	20%	20%	18%
vivo	17%	17%	16%	15%	16%	15%
realme	14%	11%	15%	11%	11%	15%
OPPO	12%	9%	10%	10%	11%	10%
Others	10%	8%	12%	18%	16%	14%

*Ranking is according to the latest quarter.

Q1 2021 Highlights

India’s smartphone shipmentsgrew 23% YoY to reach over 38 million unitsin Q1 2021. These were the highest ever first-quarter shipments.
New product launches, promotions and financial schemes, as well as pent-up demand coming from 2020, drove the smartphone market in Q1 2021.
Xiaomi led the market in Q1 2021 with a 26% shipment share. Five out of the top 10 smartphone models in the country were from Xiaomi.
一个mong the top five brands, Samsung grew the highest at 52% YoY.
OnePlus led the 5G smartphone shipments with a 33% share.
realme had the cheapest 5G offering in Q1 2021.

India Smartphone Market Share (%)
Brands	2019 Q4	2020 Q1	2020 Q2	2020 Q3	2020 Q4	2021 Q1
Xiaomi	27%	31%	29%	23%	26%	26%
Samsung	18%	16%	26%	24%	20%	20%
vivo	21%	17%	17%	16%	15%	16%
Realme	8%	14%	11%	15%	11%	11%
Oppo	12%	12%	9%	10%	10%	11%
Others	14%	10%	8%	12%	18%	16%

*Ranking is according to the latest quarter.

Q4 2020 Highlights

The Indian smartphone market registered a modest 4% decline in the pandemic-hit year.
The market crossed 100 million units in the second half of 2020 for the first time ever.
Xiaomi led the market with a 26% shipment share in 2020, followed by Samsung at 21%.
一个mong the top five brands, realme grew the highest at 22% YoY in 2020.
一个pple witnessed its best ever quarter in Q4 2020, selling more than 1.5 million units.

India Smartphone Market Share (%)
Brands	2019 Q3	2019 Q4	2020 Q1	2020 Q2	2020 Q3	2020 Q4
Xiaomi	26%	27%	30%	29%	23%	26%
Samsung	20%	18%	16%	26%	24%	19%
vivo	17%	21%	17%	17%	16%	15%
Realme	16%	8%	14%	11%	15%	12%
Oppo	8%	12%	12%	9%	10%	10%
Others	13%	14%	11%	8%	12%	18%

*Ranking is according to the latest quarter.

Q3 2020 Highlights

The smartphone shipments registered 9% YoY growth to over 53 million units. This is the highest-ever shipment in a quarter for India
Samsung led the Indian smartphone market with 24% shipment share
Vivo and realme both grew at 4% YoY.
Transsion Groupbrands (Itel, Infinix and Tecno) regained theirmarket sharein Q3 2020, registering 73% YoY growth.

India Smartphone Market Share (%)
Brands	2019 Q2	2019 Q3	2019 Q4	2020 Q1	2020 Q2	2020 Q3
Samsung	25％	20%	18%	16%	26%	24%
Xiaomi	28%	26%	27%	30%	29%	23%
Vivo	11%	17%	21%	17%	17%	16%
Realme	9%	16%	8%	14%	11%	15%
Oppo	8%	8%	12%	12%	9%	10%
Others	19%	13%	14%	11%	8%	12%

*Ranking is according to the latest quarter.

Q2 2020 Highlights

Pent-Up Smartphone Demand after April, May Lockdown Pushes the June 2020 Volumes to Pre-COVID Levels & the Smartphone User Base in India Beyond the Half a Billion Mark.
The smartphone market declined 51% YoY in Q2 2020 as April was a washout.
Xiaomi led the Indian Smartphone Market with a 29% shipment share.
Samsung recovered the fastest, capturing the second spot in the smartphone market with 26%. reaching its highest share in the past two years.
Online channel share reached the highest ever, contributing almost 45% of sales.
During the quarter the unique smartphone userbase surpassed 500 million.

India Smartphone Market Share (%)
Brands	2019Q1	2019Q2	2019Q3	2019Q4	2020Q1	2020Q2
Xiaomi	29%	28%	26%	27%	30%	29%
Samsung	23%	25％	20%	18%	16%	26%
Vivo	12%	11%	17%	21%	17%	17%
Realme	7%	9%	16%	8%	14%	11%
Oppo	7%	8%	8%	12%	12%	9%
Others	22%	19%	13%	14%	11%	8%

*Ranking is according to the latest quarter.

Q1 2020 Highlights

Xiaomileads the India smartphone market witha 6% YoY growth in Q1 2020 to reach its highest ever market share since Q1 2018.
Vivo grew 40% YoY in Q1 2020driven by strong performance Y series models.
Samsung’sshipmentswere driven by its upgraded A and M series (A51, A20s, A30s, and M30s). Samsung managed to hold 3^rdposition in Q1 2020 due to launches across several price tiers, especially in the affordable premium segment (S10 Lite, Note 10 Lite).
realme grew 119% YoY in Q1 2020driven by the newly launched 5i and C3.
OPPOshipments grew 83% in Q1 2020, due to demand for itsbudget segment devices, A5 2020 and A5s,as well as a good performance for the recently launched一个31and一个9 2020in the offline segment.
Transsion Groupbrands (Itel, Infinix, and Tecno) reached itshighest ever market sharein Q1 2020 registering 78% YoY growth.
OnePlus’growing presence in the ultra-premium segment (>INR 45000, $600) will help it to expand within the same segment with its new 8 Pro series.
一个pplegrew a strong 78% YoY driven by strong shipments of iPhone 11 and multiple discounts on platforms like Flipkart and Amazon. In the ultra-premium segment (>INR 45000,~$600 ) it was the leading brand with a market share of 55%.
Pocodebuted as an Independent brand, got off to a good start by capturing a 2% market share during its first entire month of operations in March 2020. It was also among the top five brands in the INR 15-20K (~$200-$260) price segment.
一个GSThike was announced during the quarter which we expect will have an impact on OEMs margins and new launches. A strong dollar and the GST hike will be detrimental to the mobile industry. Due to the hike, most of the OEMs have already increased smartphone prices.

India Smartphone Market Share (%)
Brands	2019 Q1	2019 Q2	2019 Q3	2019 Q4	2020 Q1
Xiaomi	29%	28%	26%	27%	30%
Vivo	12%	11%	17%	21%	17%
Samsung	23%	25％	20%	18%	16%
Realme	7%	9%	16%	8%	14%
Oppo	7%	8%	8%	12%	12%
Others	22%	19%	13%	14%	11%

*Ranking is according to the latest quarter.

Q4 2019 Highlights

The India smartphone market grew 7% YoYin both Q4 2019 and in 2019 due to the expansion of Chinese brands with their aggressive pricing and promotional strategy.
Xiaomi grew 7% YoY in Q4 2019 and 5% YoY in 2019driven by expansion in offline channels and the strong performance of its Redmi Note series.
Vivo grew 76% YoY in 2019and 132% YoY in Q4 2019 driven good performance of its budget segment series.
Samsungshipmentsremained almost flat YoY in 4Q19, while it has shown a 5% YoY decline in 2019 as a whole. Samsung shipments were driven by its upgraded A and M series (A50s, A30s, M30s and A20s).
OPPO shipments almost doubled YoY in Q4 2019, due to demand for itsbudget segment device A5sand the good performance of its recently launched devices一个9 2020and一个5 2020in the offline segment.
realmegrew 255% in Indiain 2019. The growth of realme was driven by an aggressive go-to-market strategy that involved launching several industry-first features with a strong design language. This is resonating well among young consumers seeking value-for-money devices．
Transsion Group(Itel, Infinix, and Tecno) reached itshighest ever market sharein Q4 2019. Transsion remained strong in tier 3, tier 4 cities and rural India.Itelwas thenumber onesmartphone brandin the entry-level sub-INR 4,000(US$ 60) price segment, while Tecno and Infinix showcased YoY growth in INR 6000-INR 10000 (US$ 86-US$ 142) segment by bringing aggressive features at lower price-points like 6.6-inch displays, 20:9 aspect ratio, 5000 mAH battery, etc.
一个pplewasone of the fastest-growing brandsin Q4 2019 driven bymultiple price cuts on its XR device,thanks to local manufacturing in India.

India Smartphone Market Share (%)	2018 Q4	2019 Q1	2019 Q2	2019 Q3	2019 Q4
Xiaomi	27%	29%	28%	26%	27%
Vivo	10%	12%	12%	17%	21%
Samsung	20%	24%	25％	20%	19%
Oppo	7%	7%	8%	8%	12%
Realme	8%	7%	9%	16%	8%
Others	28%	21%	18%	13%	13%

*Ranking is according to latest quarter.

Clickhereto read about India smartphone market in Q4 2019.

Q3 2019 Highlights

Xiaomi recorded in highest ever shipmentswith a 26% share. Its shipments grew 7% YoY driven by good performance of its models in the online segment.
Samsung shipmentsdeclined by 4% YoY,however, it has shown3% growth QoQdriven by its budget segment device Galaxy A2 Core and its upgraded一个series and M series (A30s, M30s, A10s, A50s and M10s).
Vivo reached its highest ever sharein the India smartphone market driven by good performance of its mid-segment series (vivo S1 and Y17) andincreased focus towards the online segmentwith its recently launched devices U10, Z1X and Z1 Pro.
Realme also recorded its highest ever shipmentsand is the fastest growing brand registering a 6X growth as compared to last year when it entered the Indian market.
OPPO grew 12% YoY, due to demand for itsbudget segment device A5sand steady performance of itsF11 series.

India Smartphone Market Share (%)	2018 Q3	2018 Q4	2019 Q1	2019 Q2	2019 Q3
Xiaomi	27%	27%	29%	28%	26%
Samsung	23%	20%	24%	25％	20%
Vivo	10%	10%	12%	12%	17%
Realme	3%	8%	7%	9%	16%
Oppo	8%	7%	7%	8%	8%
Others	29%	28%	21%	18%	13%

*Ranking is according to latest quarter.

Q2 2019 Highlights

Xiaomi captured the top spot in Q2 2019with a 28% share. Its shipments grew 6% YoYdriven by portfolio expansion andaggressive offline expansionin the budget segment.
Samsung shipmentsdeclined by 7% YoY, however, it has shown30% growth QoQdriven by refreshed一个series and M series,price cutsof older J series andhigher channel incentivesduringIPL season.
OPPOdeclined 3% YoY, however it has shown53% QoQ growthdue to new launches, consistent performance of its F11 series and increased shipments towards the budget segment (A5s and A1K).
This is thethird consecutive quarterthatRealmehas been within thetop 5 brandsdriven bystrong performance of Realme C2 and Realme 3 Proand various discount offers rolled out on online platforms.
Huawei’s trade banalsoimpacted India marketas its shipments declined YoY, However, the brand continues to be in the top ten smartphone brands category.

India Smartphone Market Share (%)	2018 Q2	2018 Q3	2018 Q4	2019 Q1	2019 Q2
Xiaomi	28%	27%	27%	29%	28%
Samsung	28%	23%	20%	24%	25％
Vivo	12%	10%	10%	12%	12%
Realme	1%	3%	8%	7%	9%
Oppo	9%	8%	7%	7%	8%
Others	22%	29%	28%	21%	18%

*Ranking is according to latest quarter.

Q1 2019 Highlights

The market share of Chinese brands in the Indian smartphone market reached a record 66% during Q1 2019.
Xiaomi remained the smartphone market leader in Q1 2019with a 29% share, though its shipments declined by 2% YoY．
Samsung’s recorded a strong sell-in of premiumGalaxy S10 serieswhich drove overall ASP for Samsung.
Volumes for the Chinese brands grew 20% year-on-year (YoY) mainly due to the growth of Vivo, Realme, and OPPO.

India Smartphone Market Share (%)	2018Q1	2018Q2	2018Q3	2018Q4	2019Q1
Xiaomi	31%	28%	27%	27%	29%
Samsung	26%	28%	23%	20%	24%
vivo	6%	12%	10%	10%	12%
Realme	–	1%	3%	8%	7%
Oppo	6%	9%	8%	7%	7%
Others	31%	22%	29%	28%	21%

*Ranking is according to latest quarter.

Q4 2018 Highlights

India’s overall mobile phone shipments grew 11% and smartphone shipments grew 10% with feature phones growing faster (11%) than smartphones during 2018
In terms of revenue, the market grew even faster with a growth rate of 19% during the year with Samsung, Xiaomi, vivo, OPPO and Apple being the market leaders by revenue.
Jio was the overall market leader across all handset types in 2018, with a market share of 21%.
Samsung has been holding the pole position by shipments in the smartphone market since 2012 when it dethroned Nokia. It was also the category leader in feature phones since 2015.

India Smartphone Market Share (%)	2017Q4	2018Q1	2018Q2	2018Q3	2018Q4
Xiaomi	25％	31%	28%	27%	27%
Samsung	23%	26%	28%	23%	20%
vivo	6%	6%	12%	10%	10%
Oppo	6%	6%	9%	8%	7%
Micromax	5%	3%	1%	9%	5%
Others	35%	28%	22%	23%	31%

*Ranking is according to latest quarter.

Q3 2018 Highlights

Smartphonesegment contributed tohalf of the total handsetmarket during Q3 2018.
Top five brands captured77% shareof the total smartphone market during the quarter.
In the smartphone segment,Xiaomirecorded its highest ever shipments in India in a single quarter driven by the newRedmi 6 seriesand expansion in offline channels.
Samsung record shipmentswere driven by J series. Demand for J6 and J8 remained strong. Apart from this it also launched the Android Go edition, Galaxy J2 core, giving it a much-needed offering in the sub $100 segment.

India Smartphone Market Share (%)	2017Q3	2017Q4	2018Q1	2018Q2	2018Q3
Xiaomi	22%	25％	31%	28%	27%
Samsung	23%	23%	26%	28%	23%
vivo	9%	6%	6%	12%	10%
Micromax	6%	5%	3%	1%	9%
Oppo	8%	6%	6%	9%	8%
Others	32%	35%	28%	22%	23%

*Ranking is according to latest quarter.

Q2 2018 Highlights

Smartphonesegment contributed tohalf of the total handsetmarket during Q2 2018.
Top five brands captured arecord 82% shareof the total smartphone market during the quarter
一个pplehad a slow quarter as it underwent changes in its distribution strategy. Apart from this, its domestic assembling is yet to pick-up pace, which means the Cupertino giant is still relying on imports for its sales in India.
Xiaomirecorded itshighest ever shipmentsinIndia在2018年第二季度。经济增长可以归因于它s strong product and supply chain strategy that has allowed it to launch products with a longer shelf-life than its competitors and that too in the important sub INR 10000 (

India Smartphone Market Share (%)	2017Q2	2017Q3	2017Q4	2018Q1	2018Q2
Samsung	23%	23%	23%	26%	28%
Xiaomi	16%	22%	25％	31%	28%
vivo	13%	9%	6%	6%	12%
Oppo	10%	8%	6%	6%	9%
Huawei	1%	1%	1%	3%	3%
Others	37%	37%	39%	28%	20%

*Ranking is according to latest quarter.

Q1 2018 Highlights

The Indian mobile phone market grew by 48% YoY in Q1 2018 driven by strong demand from the featurephone segment. The smartphone market remained flat YoY.
The performance of Chinese brands remained strong, accounting for 57% of the total smartphone market in Q1 2018, up from 53% during Q1 2017. This is the highest ever contribution by Chinese players in the Indian smartphone market.
Huawei’s Honor brand captured the fifth position for the first time ever, in the Indian smartphone market due to the strong performance of Honor 9 Lite and Honor 7X across online channels．

India Smartphone Market Share (%)	2017Q1	2017Q2	2017Q3	2017Q4	2018Q1
Xiaomi	13%	16%	22%	25％	31%
Samsung	27%	23%	23%	23%	26%
vivo	12%	13%	9%	6%	6%
Oppo	10%	10%	8%	6%	6%
Huawei	1%	1%	1%	1%	3%
Others	37%	37%	37%	39%	28%

*Ranking is according to latest quarter.

Indonesia’s Q2 2023 Smartphone Shipments Drop 10%; OPPO Recaptures Top Spot

Indonesia’s smartphone shipments declined in Q2 2023 due to macroeconomic headwinds.
OPPO overtook Samsung to recapture the top spot with a 21% share.
Top OEMs except Infinix recorded declines. Infinix’s shipments grew 17% YoY.
Xiaomi’s shipment decline softened to 12% YoY in Q2 2023.
5G smartphone shipments in the <$400 price band increased 11% YoY.

Jakarta, London, Boston, Toronto, New Delhi, Beijing, Taipei, Seoul – August 14, 2023

Withmacroeconomicheadwinds continuing to impact demand, Indonesia’ssmartphoneshipments declined 10% YoY in Q2 2023, according to Counterpoint’sMonthly Indonesia Smartphone Tracker．The increase in shopping activity during the Eid al-Fitr festivities in April was also lower than last year. Promotions such as price discounts, bundled offers and installment and trade-in schemes failed to have the desired impact on sales. Consumers’ buying interest shifted to accommodating the increased price of commodities like fuel, and household and personal products, along with services availed during the festival season, such as travel.

印尼Smartphone Shipments Market Share by OEM, Q2 2022 vs Q2 2023

Source: Counterpoint Monthly Indonesia Smartphone Tracker, 2023

OPPOrecaptured the top spot inthe marketin Q2 2023 with a 21% share,largely supportedby its low-endmodels inthe一个17 series．The brandcontinued its aggressive marketing campaign and the models released in the previous quarter, such as the Reno8 T series and Find N2 Flip, had a spillover effect on its visibility in the market. The Galaxy A04 series made a significant contribution toSamsung’s volumes, restricting the brand’s shipment share decline to just 1% point.

一个mong topOEMs, onlyInfinixsaw an increase in its shipments, at 17% YoY. The brand focused on the <$200 price band, offering better specifications in its models. Besides, Infinix was aggressive with its marketing activities to increase awareness and visibility for the brand. Its newly launched products, such as the Note 30 series, Hot 30 series and the Smart 7 series, contributed significant volumes to the brand’s overall shipments.

Xiaomi’s shipment decline significantly softened to 12% YoY in Q2 2023 from 47% YoY in Q2 2022. Recent initiatives indicated thatXiaomi曾在加强供应和distrib吗ution. The OEM made strong marketing moves during the quarter, such as new product launches and rejigging of discount schemes. Xiaomi sub-brand Redmi’s performance was driven by its newly launched models, especially the Redmi A2 series and Redmi Note 12 series.

5Gsmartphone shipments in the <$400 price band increased 11% YoY in Q2. Key OEMs in this segment included Samsung with its Galaxy A14 5G, A23 5G and A34 5G series and Xiaomi with its Redmi Note 12 series. Newcomer iQOO Z7 5G series also joined this segment.

Outlook

Looking ahead, we expect a continued macroeconomic recovery in H2 2023 to lift the smartphone market.高级分析师Febriman Abdillahsaid, “Price becomes more crucial considering the current macroeconomic climate, which has increased commodity prices. Giving incentives to consumers, like discounts, bundled offers, bonuses and trade-in schemes, can be one option to keep the market attractive. The incentives may even be relevant for the mid-range and premium segments.”

一个t the brand level, Xiaomi’s new initiatives to bring prices down may attract consumers and help the brand grow this year. Infinix may grow further as it becomes more popular in the market.

Feel free to contact us atpress@www.arena-ruc.comfor questions regarding our latest research and insights.

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Febriman Abdillah

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Philippines Smartphone Shipments Decline 20% YoY in Q2 2023; Xiaomi Rises to Third Spot

Philippines smartphone shipments fell 20% YoY due to sustained low demand driven by a combination of factors like high taxes and inflation.
Xiaomi rose to the third position on the Note 12 series’ success and 19% YoY shipment growth.
背靠背启动推动TECNO同比增长to 73%.
Premium buyers shrugged off higher costs to drive the segment’s 26% YoY growth.
5G smartphones under $200 witnessed 25% YoY growth.

Jakarta, Hong Kong, London, Boston, Toronto, New Delhi, Beijing, Taipei, Seoul – August 10, 2023

Smartphone shipments in the Philippines recorded a 20% YoY decline in Q2 2023 due to sustained low demand driven by a combination of factors such as high consumption taxes, elevated production and distribution costs following public utilities’ privatization, and a weak Peso, according toCounterpoint Research’s Philippines Monthly Smartphone Channel Share Tracker．

Source: Counterpoint Research

Many of the major brands saw significant downswings this quarter. Thoughrealmecontinued to be the number one brand, its market share reduced to 17.3% after a 37% YoY decline in shipments due to limited product launches and weakened smartphone demand. The brand could keep its number one spot due to the popularity of its C55 model, which was also the market’s top-selling model in Q2 2023, and the C53 model, which was sold out on Lazada overnight.Samsungexperienced a YoY shipment decline of 26% in Q2 2023, owing again to fewer model launches and limited promotions in the budget segment.

Xiaomiovertook OPPO to take the third position in the Philippines in Q2 2023. The brand recorded 19% YoY growth boosted by a good reception of its Note 12 series. Xiaomi also held its annual fan festival in April, where it offered promotions, especially on the newly launched Note 12 series and popular 12C model, further fuelling its growth.

OPPOandvivowitnessed shipment declines of 34% and 43%, respectively. Both brands were part of the payday promotions in June, but the offers were restricted more toward the older models to clear inventory.Infinixrecorded marginal growth of around 3% but increased its market share to 9.7% to enter the top five brands for the quarter. Its budget Hot 30 series performed well, while the Note 30 series got a good reception as a decent gaming phone.

TECNOperformed well in this quarter, recording 73% YoY shipment growth driven by its quick, successive model launches. The newly launched Spark Go and Spark 10 series are doing particularly well due to their competitive prices.

Shipments of smartphones priced less than $200 and in the $200-$399 segment decreased by 22% and 16% YoY, respectively, due to constrained consumer spending. The $400-$599 segment recorded a bigger decline of 54% as it saw fewer launches by major brands such as Samsung and realme.

However, the premium segment (>$600) witnessed a 26% YoY increase, the only segment to show YoY growth. Apple still led this segment with a 43% share. The brand’s official reseller, Powermac, has expanded its Apple Premium Partnership store presence to give Apple customers an enhanced experience along with deals and promotions. Other offers by retailers centered around 0% installments and iPhone bundled offers.

For this quarter, 5G smartphones saw a decline in all price segments except the below $200 segment, which witnessed a 25% YoY growth driven by the introduction of Infinix Zero 5G and Note 30, along with TECNO’s 5G version of the Spark 10 series. Telecom operators are making efforts to keep up with operators like Globe Telecom, which recently rolled out its 5G services at 66 more sites. However, 5G infrastructure development is still slow in the Philippines and is mainly centered around urban areas like Greater Manila, Cebu and Davao.

Outlook

Inflationary pressures have been decreasing in the Philippines, thus giving some relief to consumers. While we may see another quarter of YoY decline, demand is likely to increase, especially with online and offline channel promotions. The premium segment is also expected to do well as Apple and Samsung launch premium models in the coming quarter.

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Fast Charging Powers 80% of Global Smartphone Sales in Q1 2023, Averaging 34W

Smartphones with fast charging (>10 watts) accounted for almost 80% ofglobal smartphone salesin Q1 2023, compared to 74% in Q1 2022.
In Q1 2023, the average power for fast-charging smartphones globally reached 34W, compared to 30W in Q1 2022.
Chinese smartphone brands are leading this trend by introducing higher-wattage charging across different price points.

London, San Diego, New Delhi, Beijing, Buenos Aires, Seoul, Hong Kong – July 20, 2023

Sales of fast charging-capable (>10 watts) smartphones accounted for almost 80% of the global smartphone market in Q1 2023, compared to 74% in Q1 2022 and 29% in Q1 2018, according toCounterpoint Research’s Global Quarterly Smartphone Fast Charging Report．The increasing adoption of fast charging-capable smartphones is attributed to growing smartphone usage and continuous advancements in hardware.

Need for fast charging

Nearly half of all smartphone users spend at least five hours a day on their devices.
They use the smartphone to stay connected with friends and family, browse the internet, stream content, and play games.
Besides, advances in smartphone technology, such as the widespread adoption of 5G connectivity and improvements in cameras, displays and processors, have increased the smartphone’s power requirement while enhancing the overall user experience.

These factors have, in turn, led to the demand for smartphones that can be charged faster to ensure uninterrupted usage for at least a full day. As a result, smartphone brands have recognized the importance of fast-charging capabilities and started to embed them in their portfolios.

Fast charging differentiating feature for smartphone brands

Chinese brands are leveraging fast charging as a selling pointto attract consumers. For instance, realme and Xiaomi offer smartphones with power capabilities exceeding 200W. Furthermore, Xiaomi andOPPO recently showcased smartphoneswith an impressive 300W fast charging capability. These brands aim to provide extremely fast charging speeds, enabling users to charge their phones within a few minutes.

Smartphone brands are focusing on making the fast-charging technology affordable. Smartphone brands are embedding fast charging into their lower-priced models as a differentiating factor. While fast charging has already become a standard feature in the >$200 price segment,smartphone brands are now focusingon providing higher-power charging in this segment to achieve the fastest charging speeds. In Q1 2023, the average power for fast-charging smartphones globally reached 34W, compared to 30W in Q1 2022 and 18W in Q1 2018. Smartphones capable of delivering more than 30W can fully charge a completely drained phone in approximately an hour. Charging a smartphone within an hour can be a compelling selling point for smartphone brands.

Chinese smartphone brands are leading this trend by also introducing higher-wattage charging across different price points, especially in the Chinese market where the average power is 50W. On the other hand, brands like一个ppleandSamsunghave focused more on prioritizing battery safety and overall performance over pushing for higher-power chargers.

一个few years ago, it was common for smartphones to require hours to charge. But now it has become thenorm for recharging to be accomplished in an hour or less, with the fastest achieving a full charge from empty in a few minutes. However, the race to provide faster charging has reached a point of diminishing returns and we expect a shift in emphasis toward other areas of technology in the smartphone in coming years.

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India’s Smart Home Security Camera Shipments Up 48% YoY in Q1 2023

More than 75% of the cameras sold in Q1 2023 were below INR3,000, with INR1,500-INR2,000 most popular (28%).
Indian brands now command two-thirds of the Indian smart security camera market.
CP Plus, Xiaomi and EZVIZ ranked first, second and third, respectively, in Q1 2023.
Three of the top five best-selling models were from CP Plus

New Delhi, Beijing, Hong Kong, Boston, Toronto, London, Taipei, Seoul – June 14, 2023

India’s smart home security camera shipments grew 48% YoY in Q1 2023 (January-March), according to the latest research from Counterpoint’sSmart Home IoT Service．During the period, there was a strong increase in demand for home surveillance products as offices began reopening for working professionals. In Q1 2023, the average selling price of smart security cameras declined considerably YoY, with theINR1,500-INR 2,000 price rangeemerging as the most popular.

Commenting on the trend,Research Analyst Varun Guptasaid, “Safety and security of homes have become a prime concern for most Indian households, which led to an increase in demand for smart security cameras and strong growth inshipmentsduring the quarter. The industry has integrated AI into the devices to provide capabilities such as intrusion detection and motion detection, making household surroundings more secure. These functions have become more accessible in lower-cost cameras, driving overall demand. The shipment share of the INR1,500-INR2,000 price band jumped to28%in Q1 2023 from3%in Q12022．一个decline in cost of components, especially those of memory and Wi-Fi chipsets, have led to a decline in the overall ASP.”

Note: Figures may not add up to 100% due to rounding

Guptaadded, “The market remains consolidated. The top three brands took a combined market share of67%in Q1 2023, with home-grown company CP Plus taking the top spot. Chinese brands, such as Xiaomi and EZVIZ, faced strong competition in the market due to the growth of existing and emerging players. TP-Link also launched smart cameras via its sub-brand Vigi to offer differentiated products to Small and Medium Businesses. Smart security cameras are becoming more popular among small retailers and enterprises due to their ease of use and minimal cost of ownership.”

Commenting on the overall market,Senior Research Analyst Anshika Jainsaid, “Indian brands now command nearly two-thirds of the Indian smart security camera market, with more than60%of the products being manufactured in India. The market continues to perform well on online platforms and there has been a significant increase in the offline channels as well, with shipments exceeding40%for the second consecutive quarter in Q1 2023. This indicates steady growth in the offline retail channels.”

Market Summary

CP Plusby Aditya Infotech cemented its leadership position with3x YoYgrowth in shipments in Q1 2023, which helped it capture a45%market share. It launched several cameras in Q1 2023, particularly in 3MP and 4MP sizes. CP Plus was the top domestic manufacturer of smart security cameras with a71%share. It has focused on making its products more affordable to consumers mostly via the offline retail market.
Xiaomiranked second with a12%market share as its shipments fell29% YoYin Q1 2023 mostly due to higher inventory levels and seasonal decline.Xiaomi’s Home Security Camera 2i was its best-selling model and second-best-selling camera model in the overall market.
EZVIZby Hikvision ended Q1 2023 at the third spot with a10%share. Its shipments declined38% YoYdue to the aggressive pricing by competitors. It has focused more on offering made-in-India cameras to consumers with the C6N as the brand’s best-selling model. EZVIZ offers a wide variety of products and primarily focuses on cameras priced at >INR3,000.
Tapoby TP-Link doubled its shipments YoY and captured the fourth spot with a9%share. Although the brand has mostly focused on online retail channels, its visibility in the offline retail channels has also improved, especially in the large format stores. C210 was the brand’s bestseller in Q1 2023.
Quboby Hero Electronix grew19% YoYand climbed to the fifth position with a5%market share. It has focused on offering affordable indoor cameras, especially in the INR2,000-INR2,500 price band, while also aiming to improve product visibility in the offline retail channels. The Smart Cam 360 indoor camera was the brand’s best-performing model.

Other Emerging Brands

Imouby Dahua Technologies fell38% YoYmostly due to its lower popularity compared with other brands and poor visibility in the offline retail channels. Its Ranger series of cameras contributed to more than60%of its total shipments.
Kentgrew marginally YoY in Q1 2023. It has focused on offline and online retail channels and has been a trusted water purifier brand for several years. All its cameras are manufactured in India, and we expect Kent to add more cameras to its portfolio this year.
realmetook a spot in the top 10 list in Q1 2023. However, it suffered an18% YoYfall during the quarter, mostly due to a seasonal decline indemandfor its cameras.
一个irtelhas been one of the latest entrants in this space and is the only brand to offer cloud storage as a service. It aims to build on its existing brand presence to penetrate tier-1 and tier-2 cities.
Zebronics增长显著in Q1 2023 as it aims to offer affordable products to consumers and small retailers.

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Share of OLED Smartphones at Record High

OLED smartphones share reached 49% in Q1 2023.
iPhones switching to OLED was the inflection point for the tech adoption.
5G penetration in lower price bands limited OLED adoption and slowed the growth rate.

The share ofOLEDdisplay smartphones in global smartphone sales reached a record high of 49% in Q1 2023, up from 29% in Q1 2020, according to Counterpoint Research’s Global Handset Model Sales Tracker, published in March 2023.

屏幕或显示一直是主要的前沿空中管制官tors influencing consumers to purchase a smartphone. OLED display provides a better viewing experience than LCD in several aspects by offering better viewing angles, deeper blacks and increased battery life along with other features. Brands also pushed OLED displays as a differentiating factor due to the leaner and more flexible panels that allow slimmer phones with curved displays in mid-priced and premium segments. Notably, the share ofOLEDdisplays in the above $250 wholesale price band reached 94% in Q1 2023.

The launch of theiPhone 12with OLED display was the inflection point for OLED adoption in smartphones. All iPhones launched since, apart from the SE versions, have been equipped with OLED panels and the adoption of this display technology has increased with each iteration of the device.

In Q1 2023, almost half of all smartphones sold had OLED displays. The rate of adoption reached its highest ever mark in February 2023. However, beyond that the growth rate plateaued due to the following reasons:

5Gsmartphones penetration has been consistently increasing. Over half of the smartphones sold in Q1 2023 were 5G capable. A push to bring 5G to lower price bands, especially in emerging markets, is a key driving factor for this growth. However, adding 5G also meant increasing BoM costs. Due to increasing costs, certain OEMs have used LCD displays to optimize BoM costs for 5G smartphones, especially in the lower price bands. Close to half of the 5G smartphones sold globally were from the sub-$400 wholesale price band, of which 50% had LCD displays. Meanwhile, in the over $400 band, the share of 5G phones with LCD displays was just 1% in Q1 2023.
一个lthough5Gis advancing, LTE still accounted for over 40% of the total market with a higher presence in price-sensitive developing economies. The use of OLED displays in LTE smartphones has almost halved over the past three years as iPhones, which use OLED, have shifted to 5G, leaving the LTE market mostly to Android devices, which mostly use LCD. The best-selling LTE devices are all entry-level Android smartphones that are mostly equipped with LCD displays. This has played a major role in dampening OLED demand.

一个mong OEMs,Samsunghas been consistently lowering its use of OLED over the years, reaching 41% in Q1 2023, its lowest level in the past three years. This was due to the rise in popularity of Samsung’s LCD-equipped A series smartphones in the entry-level segment. Among major Chinese smartphone players, onlyXiaomiincreased its OLED adoption, rising to 51% in Q1 2023 from just 18% in Q1 2021, helped by its popular Redmi Note series smartphones with OLED panels.OPPO’semployment of OLED displays decreased slightly YoY during the quarter while that ofvivoremained flat. Devices with LCD panels accounted for more than 60% of their sales in Q1 2023. Meanwhile, realme, in its endeavor to deliver 5G smartphones at lower prices, opted for LCDs over OLEDs, thus lowering its OLED adoption to 36% in Q1 2023 from 45% in Q1 2021.

Going forward, smartphones will increasingly adopt OLED, which will cross the 50% mark driven primarily by the launch of new iPhones. Increasing popularity of foldable smartphones, which are all equipped with flexible OLED displays, will also be a contributing factor.

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Philippines Smartphone Shipments Fall 9% YoY in Q1 2023; realme Leads

realmeled the market with a 21% share, followed closely bySamsungat 20%.
Shipmentsin the $200-$400 and $400-$600 price bands22% and 24% YoY respectively.
Premium (>$600)smartphone shipments witnessed a 14% YoY growth.
In the $200-$400 price band, 5G smartphone shipments increased by 20% YoY.

Jakarta, London, Boston, Toronto, New Delhi, Beijing, Taipei, Seoul – May 26, 2023

Smartphone shipments in the Philippines experienced a decline of 9% YoY in Q1 2023, according to Counterpoint Research’s latestMonthly Philippines Smartphone Tracker．The decline was driven by high inflation during the quarter, which impacted consumer sentiment and purchasing power. Q1 2023 also saw high inventory levels as fewer consumers bought smartphones after the festival season in Q4 2022 and as inflation climbed up.

Note: Figures may not add up to 100% due to rounding

Source: Counterpoint Monthly Philippines Tracker, Q1 2023

During the quarter, realme captured 21% of themarketto overtake Samsung as the top brand. The major reason for this was Samsung’s 33% YoY decline, which helped realme reach the top spot. Other factors included offers on realme’s C series smartphones as part of its Lazada 2.2 sale. The realme 10 was also one of the top-performing models for the brand. Samsung’s Galaxy A14 5G, A04 and A04e were the best performers for the brand. But due to high inventory levels, Samsung’s overallshipmentsdecreased.

The brands which witnessed YoY growth includedInfinix(59%),Xiaomi(22%) and一个pple(22%). Infinix’s Hot series was particularly popular in the gaming world. For Xiaomi, the 12 series and Redmi’s A series proved to be popular, driving growth for the brand. Despite inflationary pressures, Apple registered a YoY growth due to the popularity of the iPhone 14 series in the country.

Smartphones priced less than $200 held more than half of the market shipments in Q1 2023.holding a combined share of almost 60%. Shipments in the $200-$400 and $400-$600 price bands saw a decline of 22% and 24% respectively. Many prospective consumers held on to their existing models and avoided any discretionary expenditure.OPPOled the $400-$600 band due to the popularity of the Reno 8T. Introductory offers for the Reno 8T, like free OPPO EncoBuds 2, worked in its favour. Other offers in Q1 2023, such as the Payday Sale, Super Brand Day and 2.2 Sale, are likely to have made OPPO smartphones more attractive for consumers. Premium segments (above $600) saw a 14% YoY increase in shipments driven by the iPhone 14 series.

5Gsmartphones recorded a positive YoY growth at 14%. It is particularly relevant to note that the 5G smartphones in the $200-$400 price band witnessed a 20% YoY growth along with an increase in their share in the band. This also implies that 5G smartphone shipments are becoming the norm as compared to LTE smartphones whose YoY sales reduced by 17%.

Telecom operators are adapting accordingly. Smart was the top operator for 5G services in the Philippines in Q1 2023. To provide 5G internet with satcom support, Smart and Omnispace have teamed together. Globe has reportedly managed to expand the reach of its 5G network to 70 cities.

Outlook

In Q1 2023, the Philippines recorded an economic growth of 6.4%, lower than the 7.1% in Q1 2022. However, since we are seeing signs of stabilizing inflation, we expect a flattish market in the coming months. The trend towards premiumization is expected to continue into the next quarter. 5G penetration is also expected to increase as OEMs are likely to launch more 5G smartphones in the mid-segment.

This research note is based on preliminary data and subject to change. Feel free to contact us atpress@www.arena-ruc.comfor any questions regarding this note or other insights.

Background

Counterpoint Technology Market Research is a global research firm specializing in products in technology, media, and telecom (TMT) industry. It services major technology and financial firms with a mix of monthly reports, customized projects, and detailed analyses of the mobile and technology markets. Its key analysts are seasoned experts in the high-tech industry.

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Festive Season Restricts Decline in Indonesia Smartphone Shipments to 8.1% YoY in Q1 2023

The ≤$200 price band grew 2.0% YoY in Q1 2023. Samsung and Infinix’s entry-level smartphones saw double-digit growth YoY.
10.2% of Q1 shipments comprised newly launched models. Most of them were shipped in March 2023, facing the Ramadan shopping season.
5G smartphones took a 17.2% share in Q1 2023.
In the high-end and premium (≥$400) segments, Apple led with 17.7% YoY growth in Q1 2023, followed by OPPO, Samsung and Asus.

Jakarta, London, Boston, Toronto, New Delhi, Beijing, Taipei, Seoul – May 19, 2023

Indonesia’s smartphone shipments declined 8.1% YoY inQ1 2023after the shopping season of Q4 2022, according toCounterpoint’sMonthly Indonesia Smartphone Tracker．Thanks to Ramadan festivities, a further drop in quarterly shipments was limited by the increased shipments in March. The decline was driven by mid-range to premium smartphones, which decreased 25.7% YoY. On the other hand, the entry-level segment grew 2% YoY in Q1 2023.

Smartphone OEMs launched more new models in Q1 2023, especially near or during Ramadan festivities in March. New models accounted for 10.2% of Q1 2023 shipments, a growth of 4.9% YoY. Commenting on the increase in shipments during Ramadan,高级分析师Febriman Abdillahsaid, “Indonesians use the Ramadan shopping season to upgrade goods or buy gifts. The smartphone is among the items they are most likely to purchase during Ramadan. Since the smartphone’s role has expanded from just being used for talking to someone to covering other daily activities like shopping, working, studying, transportation and financing, the consumer attitude toward buying smartphones has shifted to looking for reliable but pocket-friendly devices. That is why facing Ramadan in March 2023, smartphone OEMs added various new models across price bands, where 36.8% were new entry-level smartphones. Many of the new entry-level models are equipped with improved basic specifications, such as 6-8GB RAM, 128GB storage and better chipset, camera anddisplay．这些改进的规范可能会吸引缺点umers to upgrade their old smartphones. Various promotions during Ramadan also tempted consumers to buy smartphones. We can expect the same situation to continue in April during Eid holidays.”

印尼Smartphone Shipments Market Share, Q1 2022 vs Q1 2023*

Source: Counterpoint Monthly Indonesia Tracker, 2023

*Chart data updated on May 24.

Samsung and Infinix contributed more to the growth of entry-level smartphones. Samsung strengthened its footprint in this segment and grew 18.7% YoY in Q1 2023, mostly supported by the Galaxy A04 series. Infinix had impressive growth at 44.6% YoY. Infinix’s main attractions included bigger RAM/storage than competitors, such as in the Infinix Hot 12, Hot 20 and Note 12 series. New entry-level models with 4-6GB/128GB variants were also introduced by Samsung, realme, Redmi and TECNO in this quarter, with more shipments being observed in March.

NFC feature was also available in more entry-level smartphones. As a result, entry-level smartphones with NFC grew 11.1% YoY in Q1 2023. Newly launched TECNO Spark 10, realme C55, Redmi 12C, Redmi Note 12 and Samsung Galaxy A14 added to the tally of entry-level smartphones with NFC. NFC is important for financial transactions, in addition to reading QR codes that have been popular since last year.

Ramadan festivities also helped prevent further decline for mid-range smartphones ($200-$399). The increase in mid-range shipments was also driven by new models, which accounted for 23.8% of mid-range shipments in Q1 2023. New mid-range models launched in Q1 2023 came from vivo, Samsung, Redmi, OPPO, realme and Infinix.

In the high-end andpremium(≥$400) segments,一个ppleled with 17.7% YoY growth in Q1 2023, followed byOPPO, Samsung and Asus. Apple initiated fresh moves in Q1 2023 to increase iPhone shipments. Price reductions were a bonus for a consumer seeking a new iPhone. Trade-in schemes and instalment offers from retailers also attracted consumers. And the new partnership with Blibli to run Apple’s authorized online store added to the visibility of the iPhone in the market.

一个s Indonesians started to do offline activities more often than during COVID-19 restrictions, offline smartphone stores were also impacted. The stores saw an increase in visitors in Q1 2023 compared to last year, except during shopping seasons, like in December. However, the online channel played a good role in introducing new products with its pre-order schemes.

Indonesians still preferred smartphones that were affordable or had a price promotion in this time of economic recovery. Bundled plans for new products and price promotions by smartphone OEMs and retailers during the festivities in Q1 2023, like Chinese New Year and Ramadan, were more appreciated by consumers.

5Gsmartphones took a 17.2% share in Q1 2023. They continued to increase their presence in the entry-level segment, growing 3.6% YoY in Q1 2023. 5G entry-level smartphone shipments accounted for 1.3% of entry-level shipments in Q1 2023. 5G mid-range smartphones also grew 8% YoY in Q1 2023, accounting for 34.2% of mid-range shipments.

Outlook

Ramadan and Eid celebrations are a good shopping season for Indonesians when smartphone OEMs also launch special marketing initiatives to attract consumers. This period is also good for launching new products and bundled offers because employees get payroll incentives or the so-called 13^th-month salary.

With smartphones being used intensively for digital activities, more consumers are now looking for a reliable affordable smartphone that can deliver a smooth experience during digital activities. This means good connectivity,battery, storage, camera, display and design/dimensions should be available at a reasonable price. On the other hand, new innovations and technologies should be able to bring differentiation among smartphone price segments.

Entry-level smartphones have the potential for better growth considering better in-demand specs like RAM, storage and battery capacity in more models in this segment as well as Indonesians’ need for reliable affordable smartphones.

Going forward, offline smartphone channels may grow but slowly depending on the progress of domestic macroeconomic recovery. Besides, consumers still want to try the product, especially for the mid-range and above segment. To some extent, advocacy by shopkeepers is also still needed for consumers’ assurance even though they have their own model or brand preferences.

OEM rankings have changed from our initial May 19 publication on updated shipment data.

This research note is based on preliminary data and subject to change. Feel free to contact us atpress@www.arena-ruc.comfor any questions regarding this note or other insights．

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India Smartphone Shipments Market Data (Q1 2022 – Q2 2023)

MOBILE DEVICES MONITOR – Q2 2023 (Vendor Region Countries)

Q1 2023 Highlights

<img decoding="async" class="alignnone wp-image-73807 size-full" src="//www.arena-ruc.com/www/wp-content/uploads/2023/02/India-Smartphone-Market-Share.jpg" alt="" width="1920" height="1080" data-eio="l">

Q4 2022 Highlights

Q3 2022 Highlights

<img decoding="async" class="alignnone size-full wp-image-68433" src="//www.arena-ruc.com/www/wp-content/uploads/2022/09/Counterpoint-Research-India-Smartphone-Market-Q3-2022.png" alt="India Smartphone Market Q3 2022" width="2000" height="1125" data-eio="l">

Q2 2022 Highlights

Q1 2022 Highlights

Q4 2021 Highlights

Q3 2021 Highlights

Q2 2021 Highlights

Q1 2021 Highlights

Q4 2020 Highlights

Q3 2020 Highlights

Q2 2020 Highlights

Q1 2020 Highlights

Q4 2019 Highlights

*Ranking is according to latest quarter.

Q3 2019 Highlights

*Ranking is according to latest quarter.

Q2 2019 Highlights

<img decoding="async" class=" wp-image-22240 aligncenter" src="//www.arena-ruc.com/www/wp-content/uploads/2019/06/India-Smartphone-Market-Share-Q2-2019.jpg" alt="" width="1000" height="642" data-eio="l">

*Ranking is according to latest quarter.

Q1 2019 Highlights

*Ranking is according to latest quarter.

Q4 2018 Highlights

*Ranking is according to latest quarter.

Q3 2018 Highlights

*Ranking is according to latest quarter.

Q2 2018 Highlights

*Ranking is according to latest quarter.

Q1 2018 Highlights

*Ranking is according to latest quarter.

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