In July handset sell-through picked up slightly from June’s drop. The Chinese market is stable. However, India and APAC market decreased during July. Sell-in has also dropped again so the inventory levels remain manageable in most countries. Smartphones...

In June handset sell-through was weak, after some recovery in May. The main culprit was China. The Chinese market has continued to show weakness since the Chinese New Year. Sell-in has also dropped again so the inventory levels remain manageable in most countr...

In May handset sell through improved, finally. Europe and emerging markets were strong while China and Japan were weak. Sell-in is also increasing fast following the improving demand picture. Inventory at the industry level remain at manageable levels in most ...

April handset sell through was worse than March. Europe demand was weak as some consumers withheld purchasing to wait for new flagship models. Japan also entered a low period after strong sell through in March. Operator marketing has been banned in Korea resul...

March handset sell through rose compared to February as the actual work days increased and Sales in Japan rose sharply as Softbank ignites a promotion competition during the local peak season. Sell in drops slightly improving the inventory level again. Smartp...

February handset sell through dropped again and even smartphone sales as the Chinese market goes slow as well as the rest of the world. Japan and Korea were the only markets growing in sales units during February. Inventory also drops showing healthy signs for...

January handset sell through dropped 1% compared to December but wasn’t that steep due to the Chinese New Year sales. Sell in fell further reducing inventory slightly. Sales in Japan were slow after an unusually strong December. US and European markets s...

December handset sell through was the best in the year although just 1% growth compared to last year. In December all markets were strong with Europe being exceptionally strong. Sell in was weak as there were fewer working days in the month and now particular ...

November handset sell through improved again as demand grew 4% compared to last year. US, Japan, Latin America and Europe were strong but China still weak. The excess inventory problem eased a bit, but still remains to some extent. This might be a signal to a ...

October handset sell through improved as demand grew 3% compared to last month and 2% annually. US, Latin America and Europe were strong but Africa somewhat weak and also China to a certain extent.  Smartphones are now more than 63% of the market. Androi...

September handset sell through improved as demand grew 4% compared to last month but annual growth was barely above zero. US and European markets were robust but China was still a bit weak in spite of heavy sell-in. Smartphones are now almost 62% of the marke...

August handset sell through was again weak compared to July but sell in also drops relieving the inventory situation a bit. US and Europe are weak but China seems better than the previous months. Smartphones were almost 60% of the market and Android share is ...

July handset sell through picks up after a weak June which is encouraging but inventory levels are still high. This still casts a shadow on the second half. The US recovers but China and Europe are still weak compared to previous years. Smartphones were almos...

June sell through was weak as the market dropped 6% compared to May. The US market dropped 5% and the Chinese market dropped almost 10%. It was a mixed picture in Europe as the economy is still weak. Sell-in however was fairly flat and the inventory level is...

May sell through was 145 million units, sell through is not picking up in regions like Europe and Asia. US and Latin America sales grew. Inventory is building and this may imply a weaker Q2 than expected. Smartphones were 82 million units, 58% of the market i...

April sell through was 158M units, some developed markets showed low demand in a low season.Sell-in slow at 154M units reflecting the small excess supply in Q1. And grey market handset shipments continue to grow, as demand for sub $100 smartphones increase. S...

March sell though was 156M units,the highest level in history, slightly higher than even December last year. We increase our Q1 sell in estimates. Grey market handset shipments continue to grow. Smartphones were 56% of the market in March. The $400 price ban...

In February, Grey market phone shipments succeeded to rebound mostly backed by Mediatek's smartphone solution, growth was more than 50% year on year. Smartphones were 54% of the market in February. The $400 price band now starts to shrink and 44% of Andr...

January sell through was similar to December at 153M units, due to the Chinese New year. Grey market phone shipments were strong growing 50%MM. And Smartphones were 57% of the market in December. Samsung's market share slumped a bit, but Apple and LG'...

December sell through was slightly lower than November but-in shipment grew during the month so inventory is rising. And Smartphones were 53% of the market in December. Apple's market share was weaker than November. We take a look at what's going on i...