Category: canalys

June 3, 2019 Off

US/China trade uncertainty adds to global smartphone growth woes

By Jill T Frey

Analyst Canalys has updated its forecast of global smartphone shipments — saying it expects just 1.35 billion units to ship in 2019, a year-on-year decline of 3.1%.

This follows ongoing uncertainty around US-China trade talks and the presidential order signed by Trump last month barring US companies from using kit by Chinese device makers, including Huawei, on national security grounds — which led to reports that Google would withdraw supply of key Android services to Huawei.

“Due to the many uncertainties surrounding the US/China trade talks, the US Executive Order signed on 15 May and subsequent developments, Canalys has lowered its forecasts to reflect an uncertain future,” the analyst writes.

It says its forecast is based on the assumption that restrictions will be stringently applied to Huawei once a 90-day reprieve which was subsequently granted expires — the temporary licence run from May 20, 2019, through August 19, 2019 — … Read the rest

May 9, 2019 Off

Smartphone shipments hit a five-year low in North America

By Jill T Frey

More dismal news from the smartphone number crunchers. New figures out of Canalys put the North American smartphone market at five-year low for the first quarter of 2019. That’s…bad. But also, pretty inline with what we’ve been seeing globally. The market has stagnated, and while manufacturers aren’t in full-on panic mode, there’s certainly cause for concern.

Shipments dropped from 44.4 million down to 36.4 million, marking an 18% drop year over year for the first quarter. Canalys says it’s the steepest drop it’s recorded for the category, chalking up some of the issues to “a lackluster performance by Apple and the absence of ZTE.”

Apple is still the top of the heap, commanding 40% of the North American market with help from the sale of older discounted units. But Samsung managed to tighten the gap on the back of a successful Galaxy S10 launch. The company grew by 3% for … Read the rest

May 1, 2019 Off

iPhone hard hit as global smartphone shipments continue nosedive

By Jill T Frey

The smartphone industry is in rough shape. Sundar Pichai used the word “headwinds” to discuss the company’s difficulties moving Pixel 3 units, but Canalys’ latest report is far more blunt, describing the situation as a “freefall.”

Things are pretty ugly in the Q1 report, as smartphone shipments declined for the sixth quarter in a row. The combined global units hit 313.9 million, marking their lowest point in almost half a decade, according to the firm.

Of the big players, Apple seems to be particularly hard hit, falling 23.2% year on year. Once again, China played a big role here, but as usual, the full story is much more complex.

“This is the largest single-quarter decline in the history of the iPhone,” said analyst Ben Stanton in a release tied to the news. “Apple’s second largest market, China, again proved tough. But this was far from its only problem. Shipments fell … Read the rest