OPPO continues to make excellent devices
It has focused on
Top 5 Smartphone Companies,
Calendar Year 2018
(shipments in millions of units)
|Company||2018 Shipment Volumes||2018 Market Share||2017 Shipment Volumes||2017 Market Share||Year-Over-Year Change|
Source: IDC Quarterly Mobile Phone Tracker, January 30, 2019
What is more interesting is the next five places
- Vivo (OPPO sibling owned by BBK) is next with 104 million sales up 9%. If you add that to OPPO, it is bigger than Apple.
- LG had 45 million sales, down 19%.
- Motorola is rising with 39 million sales up 3%
- TCL/Alcatel had 17 million sales, down 18%
- Nokia is in 10th place with 15 million sales up 175% (from a standing start).
The huge losers are all ‘others’ like Sony and HTC with 254 million sales, down 24%. There are about 100 other makers that service local markets.
I was recently talking to a smartphone industry veteran who said that each brand has its time in the sun and then in the shade. It’s important not to get a sunburn while in the sun. Without mentioning brands, he intimated that its time that other brands came into prominence.
- The smartphone market is saturated
- Apple relies on
operatingsystem ‘switchers’ (from Android), but that market is no more
- Carriers no longer subsidise the handset cost from calls/data plans, so the real price is exposed. Apple tried to raise prices and look at the result.
- Sales at the premium end are less than 10% of volume. Foldables and 5G will push these prices even higher
- Growing 5G awareness, in the premium end, will defer sales for a year or two
- All the volume action is in the sub $500 range, and flagship action has gone down to the sub $1000 range where you can get everything you want
Ryan Reith, vice president of IDC Worldwide Mobile Device Trackers, said,
“Globally, the smartphone market is a mess right now. Outside of a handful of high-growth markets like India, Indonesia, Korea, and Vietnam, we did not see much positive activity in 2018.”