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Monthly Market Pulse - January 2020

Mar 1, 2020 | Author : Hanish Bhatia

Key Takeaways:

  • Global Handset Sell-in and Sell-Through Declined
    • Sell through dropped 9% compared to last year and it was mostly caused by the Chinese market. Due to COVID-19 (coronavirus) sales during the last week in January were dismal.
    • Both USA and China showed weak demand. China in dropped 18% compared to last year. Japan was probably the only market we saw growing in January compared to December. Even sales in Japan were lower than last year.
    • Sell in has dropped to 142 million units in January. Sell in was lower than sell through for the first time since April last year
  • Apple, Samsung and Huawei Register MoM Decline
    • Apple declined 18% MoM, but it was up 4.1% YoY. This was mostly due to seasonality in the Western markets (especially the US) with lower promotions and dip in store foot traffic post-holidays. China registered 9.7% MoM dip in Apple volumes, but we can expect COVID-19 to impact next month’s volumes.
    • Samsung declined 10.7% MoM and 1.7% YoY. EU and few SE-Asian countries registered a weaker uptake. India registered a 10% MoM dip. A50 and A30 demand was weaker than previous month in EU and MEA.
    • Huawei declined 6.3% MoM and 11.4% YoY. Demand remained comparatively stable in China with marginal MoM decline. Huawei was weak in the EU.
  • Ultra-Premium and Premium Price Band Volume Declined, Samsung Gained Marginally
    • In the ultra-premium price band ($800+), top two best-selling models accounted for 69% of total sell-through this month, as compared to 75% during the previous month. This was mostly due to dip in Apple volumes. Samsung gained share marginally as Samsung flagship volumes did not decline as much as Apple.
    • Sell-through in premium ($600-$799) price band increased almost 13% MoM. Samsung flagship GS10/Note 10 volumes dipped. Apple and Huawei remained stable.

Table of Contents:

  • Key Takeaways
  • Global Mobile Handset Market Analysis
  • Country-Level Smartphone Market Analysis
  • Global Hardware Feature Analysis
  • Global Hit Model Analysis

Author: Hanish Bhatia
Number of Pages: 39
Published Date: March 2020


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