2Q17 Smartphone Shipment Report (IDC)

This is a simple report summarizing the shipment of mobile devices—smartphones, feature phones and tablets—based on IDC’s latest number (2Q17). The reasoning behind some of those numbers cannot be explained in detail here, but will be explored in another report.

  • Global shipment of mobile phone in 1Q17 has reached 470M units,1.1% up on quarter but 0.5% down on year. After clearing inventory in 1Q17, major vendors including Samsung, Huawei, vivo, OPPO and especially Xiaomi have apparent quarterly growth in 2Q17. Transsion and Xiaomi, thanks to their performance in Africa and India, respectively, have more than 50% yearly growth.
  • Global shipment of smartphone in 2Q17 has reached 344M units, a 20% decreased on quarter but 3% increased on year. Samsung has again exceeded Apple leading the market with 23% market share with 3% increased on quarter. Apple follows with 15% market share, but a 35% decreased on quarter. Even at a traditional off season, China vendors including Huawei, OPPO, vivo, Xiaomi and Gionee still enjoy double-digit YoY growth.
  • In 2Q17, generally all the regions, except Western Europe, Middle East & Africa and Central & Eastern Europe, have at least a single-digit positive YoY growth for smartphone shipment. Asia Pacific still leads the market with more than 184M units shipped.
  • In 2Q17, as usual Samsung leads majority markets except APAC and NA. APAC is a competitive market with the gap between the top 5 brands 1%~2%. Xiaomi gains more than 16-fold YoY growth in CEE, exceeding Lenovo with 5% market share. Huawei’s share in MEA is taken by Q-Mobile and Transsion. TCL is loosing its foothold in LATAM and NA. Meanwhile, ZTE is having near 56% YoY growth in NA.
  • In 2Q17, Chinese vendors are leading both China and Indian markets. In China, Huawei, OPPO, Xiaomi and vivo have already exceeded Samsung and Apple; Samsung even trails behind Gionee and Meizu. In India, though Samsung is dominant, Xiaomi, vivo, OPPO, and Lenovo are squeezing the domestic brands.
  • Entry segment with price below USD150 still leads the market, with near 40% of the share, but it is trending downwards. As usual, this price segment is highly competitive, the top 5 vendors combined shipment not even 40%.  On the other hand, high-end with more than USD500 is still dominated by Apple and Samsung. Samsung and Huawei can be seen in nearly all price segments. OPPO and vivo mainly leading in USD300~USD450 price segment.
  • USD700+ price segment is Apple’s focus. Huawei and OPPO are focusing on USD200~300 segment mid-range products, which is at least 30% share of their products. OPPO is going up to the higher end, with its below USD150 is disappearing. Xiaomi, LG, ZTE and Transsion are focusing on below USD200, which have at least 60% of their share.

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