Robust iPhone progress noticed Apple as the one smartphone model to extend shipments through the first quarter of the yr, based on a brand new market intelligence report. All different main manufacturers noticed their shipments shrink – by anyplace 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.
World smartphone shipments reached 311.2 million items in Q1 2022, down 11% yr on yr. Samsung retook the lead after refreshing its portfolio for 2022, delivery 73.7 million items, down 4% on a yr in the past. Apple mixed excessive demand for the iPhone 13 sequence with a brand new iPhone SE, resulting in stable progress of 8% and 56.5 million items shipped. Xiaomi, OPPO and vivo accomplished the highest 5.
It’s not potential to instantly examine Apple and Canalys numbers, as a result of shipments should not the identical as gross sales – and this will work both means round. It’s potential for Apple to ship extra iPhones in any given quarter than are literally offered (the steadiness being held as stock), and it’s additionally potential 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 steadiness out ultimately, this may give a back-of-an-envelope common promoting worth (ASP) of $895 – which might recommend the higher-end iPhones are promoting effectively.
Canalys experiences that Samsung in fact remained the general market chief, due to promoting smartphone fashions at each worth level, however its shipments had 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 had been down 7%.
|Worldwide smartphone shipments and annual progress. Canalys Smartphone Market Pulse: Q1 2022.|
|Word: percentages might not add as much as 100% on account of rounding
Word: OnePlus is included in OPPO shipments
Supply: Canalys Smartphone Evaluation (sell-in shipments), April 2022
Canalys additionally warned of continued disruption on account of part shortages.
A strict pandemic management coverage has resulted in lockdowns in main cities in China, casting a shadow over the patron market within the brief time period. Furthermore, disruptions in part manufacturing and logistics will have an effect on most distributors’ Q2 shipments, each in mainland China and worldwide.”
Apple CEO Tim Prepare dinner yesterday warned that Apple is more likely to see a provide shortfall costing the corporate anywhere from $4B to $8B this quarter. That adopted a market intelligence report suggesting persevering with shortages in four component categories.
Prepare dinner added stated that the corporate had seen a file variety of iPhone homeowners upgrading to a brand new mannequin final quarter, and that switchers – former Android homeowners switching to iPhones – additionally elevated by an undisclosed double-digit share.
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