Not like different main markets all over the world, like China, India, or Europe, which have seen numerous totally different corporations rise and fall to and from management positions over the previous few years, North America stays underneath one smartphone vendor’s tight grip.
There is no threatening Apple’s supremacy, particularly within the US, however whereas the nation’s vice-champion is seeing its regional gross sales figures go down reasonably than as much as attempt to shut the hole to the aforementioned gold medalist, the market’s third and fifth-largest gamers are defying all developments to each achieve share and increase their volumes throughout a time of stagnation for the complete trade.
Smaller market, weaker leaders
Sure, US smartphone shipments on the entire have fallen but once more, this time from 32.5 million items in Q3 2022 to 31 mil between July and September of this yr. That is not less than in keeping with the newest Canalys estimates, with the market analysis agency beforehand discovering that international gross sales dipped simply 1 p.c from final yr’s third calendar quarter to the identical interval of 2023.
That signifies that US demand will not be recovering fairly in addition to smartphone gross sales in key overseas territories after a troublesome time for the cellular trade all over the place, though Canalys does anticipate a “gentle restoration” to occur stateside in 2024 after the market continues to stabilize in This fall 2023.
One of many most important causes for optimism is that Q3 2023’s 31 million cargo rating within the US represents a considerable 21 p.c enchancment over Q2’s whole. Mentioned sequential surge was pushed largely by the iPhone 15 sequence launch, which nonetheless got here far too late within the quarter to assist Apple enhance its personal gross sales figures within the area from Q3 2022.
As a substitute, the Cupertino-based tech big dropped 8 p.c year-on-year, which is clearly not nice but it surely’s positively not horrible both, leaving the market chief comfortably in first place as soon as once more, with a completely crushing 55 p.c share.
In second place, Samsung truly reported a barely bigger decline of 12 p.c in shipments between Q3 2022 and Q3 2023 regardless of attaining a stable degree of mainstream success with the new new Galaxy Z Fold 5 and Z Flip 5. The Galaxy S23 household has clearly not been a smash hit within the US, as evidenced by the corporate’s poor Q2 2023 general gross sales outcome as nicely.
Darkish horses rising!
Simply in case it wasn’t already abundantly clear by, nicely, trying round you, this new report paperwork and highlights the current rise in reputation for each Motorola and Google handsets stateside.
Whereas the 2 manufacturers should not but prepared to interrupt into double-digit market share territory, their 14 and 117 (!!!) p.c boosts in quantity respectively from Q3 2022 are positively nothing to scoff at. Motorola appears to be slowly approaching a ten p.c slice of the pie, which might be fairly the achievement for a corporation that was primarily discarded by Google again in 2014, whereas Google’s personal in-house Pixel experiments are beginning to bear fruit on a bigger and bigger scale.
Understand that the Pixel 8 and Pixel 8 Professional have been launched after the tip of this quarter, so a sequential progress from 4 p.c share to five or extra in This fall is a really clear risk.
TCL, in the meantime, might be feeling the squeeze from each Motorola and Google, retaining its fourth place among the many largest smartphone distributors within the US however most definitely not for lengthy as its ultra-low-cost pay as you go units are undoubtedly shedding floor to entry-level Moto G-series and Samsung Galaxy A-series fashions.