New US smartphone market report details Apple and Samsung’s struggles and Google’s rise to relevance،
Unlike other major markets around the world, like China, India or Europe, which have seen a number of different companies rise and fall from leading positions over the past few years, North America remains under the tight control of a single smartphone supplier.
Apple’s supremacy is not under threat, especially in the United States, but while the national runner-up is seeing its regional sales figures decline rather than increase in an attempt to close the gap with the gold medalist aforementioned, the third and fifth players in the market are defying all trends to both gain market share and increase their volumes in a period of stagnation for the entire industry.
Smaller market, weaker leaders
Yes, US smartphone shipments as a whole have declined again, this time from 32.5 million units in the third quarter of 2022 to 31 million between July and September of this year. That’s at least according to
latest Canalys estimatesthe market research company having already discovered that
global sales fell only 1 percent from the third calendar quarter of last year to the same period of 2023.
This means that US demand is not recovering as well as smartphone sales in major foreign territories after a difficult period for the mobile industry around the world, although Canalys expects a “slight recovery” in the United States. -United in 2024 after the market continues to stabilize in the fourth quarter. 2023.
One key reason for optimism is that the third quarter 2023 U.S. figure of 31 million shipments represents a substantial 21% improvement over the second quarter total. This sequential increase is largely due to the launch of the
iPhone 15 series, which, however, came far too late in the quarter to help Apple improve its own sales figures in the region from the third quarter of 2022.
Instead, the Cupertino-based tech giant fell 8% year-over-year, which obviously isn’t great but it’s certainly not terrible either, leaving the market leader comfortably in first place, with an absolutely overwhelming 55% market share.
In second place,
Samsung actually reported a slightly larger 12% drop in shipments between Q3 2022 and Q3 2023, despite strong mainstream success with the new Galaxy Z Fold 5 and Z Flip 5. Galaxy S23 clearly hasn’t been a resounding success in the United States, as evidenced by the company’s poor performance.
Overall sales result for the second quarter of 2023 Also.
The black horses are rising!
Just in case it wasn’t already abundantly clear from looking around, this new report documents and highlights the recent rise in popularity of Motorola and Google handsets in the United States.
Even though the two brands are not yet ready to cross double-digit market share, their respective volume increases of 14 and 117 (!!!) compared to the third quarter of 2022 are certainly nothing to sneeze at. Motorola appears to be slowly closing in on a 10% share of the pie, which would be quite an accomplishment for a company that was essentially abandoned by Google in 2014, while Google’s in-house Pixel experiments begin to bear fruit on a wider and wider scale. on a larger scale.
Keep in mind that the Pixel 8 and Pixel 8
Pro have been released
After At the end of this quarter, a sequential increase of 4% to 5% or more in the fourth quarter is therefore a very clear possibility.
TCL, meanwhile, is likely feeling pressure from Motorola and Google, retaining its fourth place among the largest smartphone vendors in the United States, but probably not for long, as its ultra-low-cost prepaid devices are undoubtedly losing ground compared to the entry level. Moto G series and Samsung Galaxy A series models.
