Fun With Data – Smartphones in 2QAs we have noted previously, there are considerable differences between sources when it comes to smartphone shipment data. In order to compensate for such dissimilarities we average shipment data from at least 6 and as many as 9 data sources. While this does not allow for share totals that add up to 100%, it does remove the effect of unusually optimistic or pessimistic estimates from single sources. Fig. 4 shows the top 6 Global Smartphone Brands from 1Q 2017 to 2Q 2021 and the share of that group relative to the total market. Samsung (005930.KS) remains the smartphone shipment leader but is seriously being challenged by China’s Xiaomi (1810.HK), who has picked up much of the share loss from Huawei. Oppo (pvt) and Vivo (pvt) have taken some share but are running close to trendline while Xiaomi has broken out of its typical range. Apple’s (AAPL) ups and downs, due to its single release window makes it a harder read, but Fig. 5 shows only the trend lines for each brand, making directional changes a bit more obvious. We note that the trend lines for Oppo and Vivo are so close that they completely overlap.
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February 2025
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