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 the highest in 2 years. This will be troublesome in the second half of this year.
Smartphones were almost 60% of the market and Android share reached 80% for the first time.
Samsung’s handset market share stopped at 28% and smartphone market share actually dropped as tier 2 local vendors grew. Nokia continues to lose share in both smartphones and feature phones. LG, HTC and Sony show improved performance. Local vendors continue their advance in Emerging Markets...
< Table of Contents >
■ Key Tekeaways
■ Monthly Topic: Local smartphone brands emerging
■ The Market
- Market Sizing - Demand and Supply
- O/S landscape
- Market by Price band
■ Competitive Landscape
- Country Analysis: US/China/Korea/Japan
- Market share by Price band
- Vendor Analysis: revenue structures
■ Features and Specs
- Hardware trends and feature adoption rates
- Average feature sets
- Vendor market share by feature set
■ Hit model lists for major vendors, globally