Fun With Data – 5G Smartphone Shipment Share – Almost
While looking at data for only the Android smartphone market is a bit narrow considering that iOS is typically between 26% and 28% of the totals market, but data is data, and data on 5G smartphones can be a bit difficult to come by. That said, the data for Android OS 5G smartphones has confirmed what it seems Samsung Electronics (005930.KS) already knows, that it was not the leader in selling 5G smartphones in 2Q. Samsung’s share of the Android Smartphone market fell to 15.2% from 16.5% last year, and while the company certainly sold more 5G smartphones this year, against last year’s COVID-19 depressed 2Q, it seems others sold more.
In last year’s 2Q, the Android 5G smartphone leader was Huawei (pvt), with a 47.5% share, with Samsung in 2nd place, however this year, because of the severe trade restrictions placed on Huawei, the share of the former leader has fallen to a mere 3.3%, with other Chinese brands fighting to pick up Huawei’s lost customers. Chinese brand Xiaomi (1810.HK) seems to have been the most successful, shipping over 24.3m 5G Android smartphones in 2Q, bringing its share up from 9.7% last year to 25.7% this year and taking over 1st place. In 2nd and 3rd places were Chinese brands Vivo (pvt) and Oppo (pvt), who saw their share increase from 12.1% to 18.5% and from 11.2% to 17.9%.
Across the Android 5G smartphone market, all major players except Huawei and ZTE (000063.CH) another trade sanctioned Chinese smartphone brand, saw share increases, with the total market seeing 107.8% unit growth, again, against a very weak 2Q 2020, according to our aggregated data.. It is hard to tell whether Samsung’s share loss in a category that it pioneered, was jingoistic (love that word) in nature, but that was likely a good part of the share loss, but, as we have mentioned in recent notes, Samsung’s mobile division is currently under an extended audit by a senior level team that will ultimately answer to the about-to-be-released Vice Chairman of Samsung, who has been serving time in prison for a bribery conviction. We expect current division management will have to do some planning on how to avoid a similar situation over the next few months or face the wrath of Lee.
In last year’s 2Q, the Android 5G smartphone leader was Huawei (pvt), with a 47.5% share, with Samsung in 2nd place, however this year, because of the severe trade restrictions placed on Huawei, the share of the former leader has fallen to a mere 3.3%, with other Chinese brands fighting to pick up Huawei’s lost customers. Chinese brand Xiaomi (1810.HK) seems to have been the most successful, shipping over 24.3m 5G Android smartphones in 2Q, bringing its share up from 9.7% last year to 25.7% this year and taking over 1st place. In 2nd and 3rd places were Chinese brands Vivo (pvt) and Oppo (pvt), who saw their share increase from 12.1% to 18.5% and from 11.2% to 17.9%.
Across the Android 5G smartphone market, all major players except Huawei and ZTE (000063.CH) another trade sanctioned Chinese smartphone brand, saw share increases, with the total market seeing 107.8% unit growth, again, against a very weak 2Q 2020, according to our aggregated data.. It is hard to tell whether Samsung’s share loss in a category that it pioneered, was jingoistic (love that word) in nature, but that was likely a good part of the share loss, but, as we have mentioned in recent notes, Samsung’s mobile division is currently under an extended audit by a senior level team that will ultimately answer to the about-to-be-released Vice Chairman of Samsung, who has been serving time in prison for a bribery conviction. We expect current division management will have to do some planning on how to avoid a similar situation over the next few months or face the wrath of Lee.
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