Strong iPhone growth leaves Apple the only smartphone winner

Robust iPhone progress leaves Apple the one smartphone winner

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Robust iPhone progress noticed Apple as the one smartphone model to extend shipments in the course of the first quarter of the 12 months, in keeping with a brand new market intelligence report. All different main manufacturers noticed their shipments shrink – by wherever from 4% to 30%.

The unbiased estimate follows Apple’s earnings report yesterday, when the corporate revealed that iPhone income was up 5.5% year-on-year …

Canalys measures iPhone shipments relatively than income, and estimates that these climbed by 8% year-on-year, for a complete of 56.5M items.

International smartphone shipments reached 311.2 million items in Q1 2022, down 11% 12 months on 12 months. Samsung retook the lead after refreshing its portfolio for 2022, delivery 73.7 million items, down 4% on a 12 months in the past. Apple mixed excessive demand for the iPhone 13 collection with a brand new iPhone SE, resulting in strong progress of 8% and 56.5 million items shipped. Xiaomi, OPPO and vivo accomplished the highest 5.

It’s not doable to straight examine Apple and Canalys numbers, as a result of shipments will not be the identical as gross sales – and this will work both approach round. It’s doable for Apple to ship extra iPhones in any given quarter than are literally bought (the stability being held as stock), and it’s additionally doable for resellers to purchase iPhones on 30-day phrases, and promote them in a single quarter earlier than Apple will get the income within the following one.

However as shipments and gross sales do stability out in the long run, this might give a back-of-an-envelope common promoting value (ASP) of $895 – which might counsel the higher-end iPhones are promoting properly.

Canalys stories that Samsung after all remained the general market chief, due to promoting smartphone fashions at each value level, however its shipments have been nonetheless 4% down year-on-year. Different main manufacturers noticed shipments down by a large 20-30%, whereas smaller manufacturers within the Different class have been down 7%.

Worldwide smartphone shipments and annual progress. Canalys Smartphone Market Pulse: Q1 2022.
Vendor Q1 2022
shipments (million)
Q1 2022
market share
Q1 2021
shipments (million)
Q1 2021
market share
Annual
progress
Samsung 73.7 24% 76.5 22% -4%
Apple 56.5 18% 52.4 15% 8%
Xiaomi 39.2 13% 49.0 14% -20%
OPPO 29.0 9% 39.6 11% -27%
vivo 25.1 8% 36.0 10% -30%
Others 87.6 28% 94.2 27% -7%
Complete 311.2 100% 347.7 100% -11%
Be aware: percentages could not add as much as 100% because of rounding
Be aware: OnePlus is included in OPPO shipments
Supply: Canalys Smartphone Evaluation (sell-in shipments), April 2022

Canalys additionally warned of continued disruption because of element shortages.

A strict pandemic management coverage has resulted in lockdowns in main cities in China, casting a shadow over the patron market within the quick time period. Furthermore, disruptions in element manufacturing and logistics will have an effect on most distributors’ Q2 shipments, each in mainland China and worldwide.”

Apple CEO Tim Cook dinner yesterday warned that Apple is more likely to see a provide shortfall costing the corporate wherever from $4B to $8B this quarter. That adopted a market intelligence report suggesting persevering with shortages in 4 element classes.

Cook dinner added mentioned that the corporate had seen a document variety of iPhone house owners upgrading to a brand new mannequin final quarter, and that switchers – former Android house owners switching to iPhones – additionally elevated by an undisclosed double-digit share.

Photograph: Almas Salakhov/Unsplash

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