This is the excel report that shows the monthly global sell in vs sell through for handset and smartphone.
Global smartphone sell-through declined (8% YoY) in Sept after a slight recovery last month driven by a steep decline in the China due to seasonality and the decline of Huawei and Apple.
Competition is eyeing the gap left by Huawei and building up a healthy inventory. Xiaomi reached its highest ever sell-through as well as sell-in during the quarter. OPPO and Vivo have also been aggressive in September. Global handset sell-in in September was 149Mn and recovered stronger than sell-through.
Author: Varun Mishra
Published Date: October 2020