Overview:

• Single day sale in China reached an unprecedented USD 38Bn within 24 hours up 44% annually. It was strongly driven by Alibaba’s Tmall and JD.com, together contributing close to 90% of the total GMV. Huawei, Xiaomi and Apple were the most popular and grossing mobile brands benefiting from the sales carnival.

• Sell in and sell through were both strong globally in October. Sell-through was strong in markets like India due to Diwali sales, developed markets also picked up, thanks to a push from operators on the back of new product introductions including, principally, iPhone 8. 

• After a steady September, Apple is starting to gain momentum with iPhone 8. But consumer anticipation of iPhone X limited sales volume compared to iPhone 7. We expect Apple to enjoy an elongated sales cycle thanks to a slowish ramp for iPhone X, but one that lasts well into 2018.

• Performance of Samsung S8 series was decent sequentially thanks to strategic price moves, while Note 8, together with its solid J and A series helped to keep Samsung’s ship steady.

Table of Contents:

• Key Takeaways
• Monthly Research Topic
  • Emerging Tech Opportunities 
• Global Market Status
  •  Market Sizing – Demand & Supply / Price band
  • Market Share – Vendor / Price band
• Major Country Landscape
  • US Market Landscape
  • China Market Landscape
  • India Market Landscape
• Trends in Features and Specs
  • Hardware trends and feature adoption rates
  • Average feature sets
  • Vendor market share by feature set

Number of Pages: 47 (Full reports are available for clients at our portal)
Author: Counterpoint (analyst@counterpointresearch.com)
Published Date: November 2017