Shilpi Jain

Senior Research Analyst @Counterpoint Research| Analyst| Smartphone| Trends| Market Research

[Counterpoint Research @CounterPointTR]

𝗦𝗘𝗔 𝗦𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗠𝗮𝗿𝗸𝗲𝘁 𝗛𝗶𝘁𝘀 𝗦𝗵𝗮𝗿𝗽𝗲𝘀𝘁 𝗗𝗲𝗰𝗹𝗶𝗻𝗲 𝗦𝗶𝗻𝗰𝗲 𝗤𝟭 𝟮𝟬𝟮𝟯, 𝗦𝗮𝗺𝘀𝘂𝗻𝗴 𝗠𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗟𝗲𝗮𝗱

𝖲𝗈𝗎𝗍𝗁𝖾𝖺𝗌𝗍 𝖠𝗌𝗂𝖺 (𝖲𝖤𝖠) 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝖿𝖾𝗅𝗅 𝟣𝟧% 𝖸𝗈𝖸 𝗂𝗇 𝖰𝟤 𝟤𝟢𝟤𝟨 𝖺𝗌 𝖼𝗈𝗆𝗉𝗈𝗇𝖾𝗇𝗍 𝖼𝗈𝗌𝗍 𝗉𝗋𝖾𝗌𝗌𝗎𝗋𝖾𝗌 𝗉𝖾𝗋𝗌𝗂𝗌𝗍𝖾𝖽 𝖺𝗇𝖽 𝖼𝗈𝗇𝗌𝗎𝗆𝖾𝗋 𝗌𝗉𝖾𝗇𝖽𝗂𝗇𝗀 𝗋𝖾𝗆𝖺𝗂𝗇𝖾𝖽 𝗐𝖾𝖺𝗄. 𝖤𝗇𝗍𝗋𝗒-𝗅𝖾𝗏𝖾𝗅 𝖽𝖾𝗆𝖺𝗇𝖽 𝖼𝗈𝗅𝗅𝖺𝗉𝗌𝖾𝖽 𝖺𝗌 𝗋𝗂𝗌𝗂𝗇𝗀 𝖼𝗈𝗌𝗍𝗌 𝖿𝗈𝗋𝖼𝖾𝖽 𝖮𝖤𝖬𝗌 𝗍𝗈 𝗋𝖾𝗍𝗋𝖾𝖺𝗍 𝖿𝗋𝗈𝗆 𝗅𝗈𝗐-𝗆𝖺𝗋𝗀𝗂𝗇 𝗆𝗈𝖽𝖾𝗅𝗌. 𝖧𝗈𝗐𝖾𝗏𝖾𝗋, 𝗉𝗋𝖾𝗆𝗂𝗎𝗆 𝖽𝖾𝗏𝗂𝖼𝖾𝗌 𝗀𝖺𝗂𝗇𝖾𝖽 𝗆𝗈𝗆𝖾𝗇𝗍𝗎𝗆, 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝗌𝗍𝗋𝗈𝗇𝗀𝖾𝗋 𝖼𝗈𝗇𝗌𝗎𝗆𝖾𝗋 𝖺𝗉𝗉𝖾𝗍𝗂𝗍𝖾 𝖺𝗇𝖽 𝗏𝖾𝗇𝖽𝗈𝗋𝗌 𝖿𝗈𝖼𝗎𝗌𝗂𝗇𝗀 𝗈𝗇 𝗉𝗋𝗈𝖿𝗂𝗍𝖺𝖻𝗂𝗅𝗂𝗍𝗒.

𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:
• @SamsungMobile 𝗅𝖾𝖽 𝖲𝖤𝖠 𝗐𝗂𝗍𝗁 𝖺 𝟤𝟥% 𝗌𝗁𝖺𝗋𝖾 𝖺𝗇𝖽 𝟨% 𝖸𝗈𝖸 𝗀𝗋𝗈𝗐𝗍𝗁, 𝗌𝗎𝗉𝗉𝗈𝗋𝗍𝖾𝖽 𝖻𝗒 𝗌𝗍𝗋𝗈𝗇𝗀𝖾𝗋 𝗉𝗋𝗈𝖽𝗎𝖼𝗍 𝖺𝗏𝖺𝗂𝗅𝖺𝖻𝗂𝗅𝗂𝗍𝗒, 𝗉𝗋𝗈𝗆𝗈𝗍𝗂𝗈𝗇𝖺𝗅 𝖺𝖼𝗍𝗂𝗏𝗂𝗍𝗒, 𝖺𝗇𝖽 𝗋𝖾𝗅𝖺𝗍𝗂𝗏𝖾𝗅𝗒 𝗌𝗍𝖺𝖻𝗅𝖾 𝗉𝗋𝗂𝖼𝗂𝗇𝗀.

• @Apple 𝗋𝖾𝗆𝖺𝗂𝗇𝖾𝖽 𝗂𝗇 𝖲𝖤𝖠’𝗌 𝗍𝗈𝗉 𝖿𝗂𝗏𝖾 𝖿𝗈𝗋 𝗍𝗁𝖾 𝗌𝖾𝖼𝗈𝗇𝖽 𝖼𝗈𝗇𝗌𝖾𝖼𝗎𝗍𝗂𝗏𝖾 𝗊𝗎𝖺𝗋𝗍𝖾𝗋 𝗐𝗂𝗍𝗁 𝖺 𝟫% 𝗌𝗁𝖺𝗋𝖾, 𝗌𝗎𝗉𝗉𝗈𝗋𝗍𝖾𝖽 𝖻𝗒 𝗐𝗂𝖽𝖾𝗋 𝗈𝖿𝖿𝗅𝗂𝗇𝖾 𝗉𝗋𝖾𝗌𝖾𝗇𝖼𝖾 𝖺𝗇𝖽 𝖾𝖼𝗈𝗌𝗒𝗌𝗍𝖾𝗆-𝖽𝗋𝗂𝗏𝖾𝗇 𝖽𝖾𝗆𝖺𝗇𝖽.

• @Honorglobal 𝗐𝖺𝗌 𝗍𝗁𝖾 𝖿𝖺𝗌𝗍𝖾𝗌𝗍-𝗀𝗋𝗈𝗐𝗂𝗇𝗀 𝖻𝗋𝖺𝗇𝖽, 𝖺𝖼𝗁𝗂𝖾𝗏𝗂𝗇𝗀 𝟨𝟣% 𝖸𝗈𝖸 𝗀𝗋𝗈𝗐𝗍𝗁 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝗋𝖾𝗍𝖺𝗂𝗅 𝖾𝗑𝗉𝖺𝗇𝗌𝗂𝗈𝗇 𝖺𝗇𝖽 𝖺 𝖿𝗈𝖼𝗎𝗌𝖾𝖽 𝗉𝗋𝗈𝖽𝗎𝖼𝗍 𝗉𝗈𝗋𝗍𝖿𝗈𝗅𝗂𝗈 𝗌𝗍𝗋𝖺𝗍𝖾𝗀𝗒.

𝗥𝗲𝗮𝗱 𝗼𝘂𝗿 𝗦𝗼𝘂𝘁𝗵𝗲𝗮𝘀𝘁 𝗔𝘀𝗶𝗮 𝘀𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝗵𝗲𝗿𝗲:
https://t.co/kWSsy468va

𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗶𝗻𝗴 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗰𝗮𝗻 𝗮𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗦𝗼𝘂𝘁𝗵𝗲𝗮𝘀𝘁 𝗔𝘀𝗶𝗮 𝗦𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗧𝗿𝗮𝗰𝗸𝗲𝗿 𝗵𝗲𝗿𝗲:
https://t.co/QnXSeBobq2

#SoutheastAsia #SmartphoneMarket #Samsung #Apple #HONOR #MarketTrends #TechNews @oppo @tecnomobile @Infinix_Mobile

[Neil Shah @neil_shah]

📶 5G smartphones have become mainstream, accounting for 71% of overall global smartphone shipments in H1 2025, according to @CounterPointTR Market Monitor Service.

🔻However, some countries continue to see very sluggish growth in the 5G share of their smartphone shipments, lagging behind the global average by a significant margin.

😲 In H1 2025, the average 5G share for the bottom 10 countries was only 15%.

➗A digital divide persists in these countries due to weak infrastructure, low investment, and affordability barriers.

#5G #smartphones $QCOM

[Neil Shah @neil_shah]

Here you go!!

Latest update on 𝐐𝟑 2025 Smartphone market:

𝐆𝐥𝐨𝐛𝐚𝐥 𝐒𝐦𝐚𝐫𝐭𝐩𝐡𝐨𝐧𝐞 𝐌𝐚𝐫𝐤𝐞𝐭 𝐌𝐚𝐢𝐧𝐭𝐚𝐢𝐧𝐬 some growth 𝐌𝐨𝐦𝐞𝐧𝐭𝐮𝐦 up 𝟒% 𝐘𝐨𝐘 𝐢𝐧 𝐐𝟑 𝟐𝟎𝟐𝟓

Growth still led by emerging markets — notably 𝐈𝐧𝐝𝐢𝐚, Middle East and Africa.

🇮🇳 𝐈𝐧𝐝𝐢𝐚 grew 𝟗% 𝐘𝐨𝐘, supported by early festive demand, mid-premium upgrades, and aggressive promotions.

🌍𝐌𝐄𝐀 grew at +𝟏𝟒% 𝐘𝐨𝐘, with @SamsungMobile and @Xiaomi dominating the mid-tier, and @Apple maintaining its stronghold in premium.

🇯🇵 𝐉𝐚𝐩𝐚𝐧 continued its surge with 𝟏𝟓% 𝐘𝐨𝐘 𝐠𝐫𝐨𝐰𝐭𝐡, driven by sustained demand for Apple and a bit of Google Pixel.

📱@SamsungMobile lead with 𝟏𝟗% 𝐬𝐡𝐢𝐩𝐦𝐞𝐧𝐭 𝐬𝐡𝐚𝐫𝐞 with +𝟔% 𝐘𝐨𝐘 𝐠𝐫𝐨𝐰𝐭𝐡, driven by healthy demand for 𝐆𝐚𝐥𝐚𝐱𝐲 𝐀 series and uptick thanks to the newly designed thinner and lighter Galaxy 𝐙𝐅𝐨𝐥𝐝𝟕.

📱@Apple was the 𝐟𝐚𝐬𝐭𝐞𝐬𝐭-𝐠𝐫𝐨𝐰𝐢𝐧𝐠 𝐛𝐫𝐚𝐧𝐝 𝐢𝐧 𝐭𝐡𝐞 𝐭𝐨𝐩 𝐟𝐢𝐯𝐞, with +𝟗% 𝐘𝐨𝐘 𝐠𝐫𝐨𝐰𝐭𝐡 with September month driving a double digit growth with the new iPhone 17 series across China, Japan, India and other markets.

📱@google didnt make it to top five, however, saw +𝟏𝟖% 𝐘𝐨𝐘 𝐠𝐫𝐨𝐰𝐭𝐡, driven by the 𝐏𝐢𝐱𝐞𝐥 𝟗 and increasing appeal of AI-led features.

📱@Xiaomi kept the third spot with 14% shipment share and a 2% YoY growth.The brand has been gaining share in Southeast Asia, MEA and Latin America, particularly within the budget and mid-tier segments

📱@oppo and #vivo held fourth and fifth positions

📱@oppo with modest growth was driven by good traction in Southeast Asia and MEA markets with its affordable 5G portfolio.

📱Oppo's sub-brand @oneplus re-emerged in China and India with 13 and mid-tier Nord series

📱Vivo gained solid traction in India and Southeast Asia, while continuing to expand its presence across the MEA.

✅𝐌𝐢𝐝-𝐭𝐢𝐞𝐫 𝟓𝐆 𝐚𝐝𝐨𝐩𝐭𝐢𝐨𝐧 in emerging markets

✅𝐏𝐫𝐞𝐦𝐢𝐮𝐦 𝐢𝐧𝐧𝐨𝐯𝐚𝐭𝐢𝐨𝐧 (foldables, AI integration) in developed regions

✅𝐎𝐄𝐌𝐬 𝐰𝐢𝐭𝐡 𝐚𝐠𝐢𝐥𝐞, 𝐥𝐨𝐜𝐚𝐥𝐢𝐳𝐞𝐝 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨𝐬 that balance scale with innovation

https://t.co/72pwZeuF9h

[Counterpoint Research @CounterPointTR]

Global Smartphone Revenues Resume Growth in 2024 After Two Years, ASP Hits Record High

Key Takeaways:
📌Global #smartphone revenue and ASP grew 5% YoY and 1% YoY, respectively, in 2024, driven by the #premiumization trend. ASP reached $356, the highest ever for a calendar year.
📌Global smartphone #shipments grew 4% YoY in 2024 driven by the improved macroeconomic environment and #consumer sentiment.
📌Despite a 3% YoY decline in shipments, #iPhone revenues remained less impacted, driven by the strengthening portfolio of its Pro series.
📌#Samsung’s smartphone revenues grew 2% YoY with decline limited by ASP #growth as #S24 series performs better than its predecessor.
📌Among the top five OEMs, vivo grew the fastest in terms of #revenue (20% YoY) while #Xiaomi grew the fastest in terms of shipments (16% YoY).

Read the complete note here: https://t.co/pGOkjqRUtT

@Apple @Samsung @Xiaomi @vivo #TechNews

[Counterpoint Research @CounterPointTR]

Just Published: India Smartphone Market’s Revenue Hits All-time High in 2024, Volume Growth Remains Stable

Key Takeaways:
📌The Indian #smartphone market’s Revenue on the basis of the wholesale price rose 9% YoY in 2024 to reach a record high.
📌Apple led the market in terms of value for the second successive year and ranked among the top 5 in terms of volume for the first time in Q4 2024.
📌vivo led the market in terms of volume for the first time in FY2024.
📌Three out of four smartphones shipped in 2024 were #5G capable.

Read the full note here: https://t.co/erP0FRMoti

#India #smartphones #vivo #apple #samsung #oppo #technews

[Tarun Pathak @Tarunpathak]

Back cover is one area vivo is integrating in-house as this also impacts the overall weight of the phone.. #vivoXfold3pro

[Investment Guru India @InvGurInd]

India smartphone market grows 8 pc in Q1, 5G shipments share at highest-ever 71 pc

https://t.co/O5F0WiIfOU

#India @Samsung #StockMarket #SmartPhone #QuarterlyResult @Vivo_India #5G @Shilpijain30 #Industry #Investmentguruindia

[Shilpi Jain @Shilpijain30]

@CounterPointTR @GadgetFreak4U Its a flagship killer as offers similar features like display, super computer chip of #iQOO 12 at relatively affordable pricing

[Shilpi Jain @Shilpijain30]

Questing continues with #iQOONeo9Pro
@nipunmarya

[Shilpi Jain @Shilpijain30]

As we mentioned earlier, CMF would be the main focus area for OEMs in 2024, #iQOONeo9Pro also paid huge attention to designing part with dual tone vegan leather design

[Counterpoint Research @CounterPointTR]

Just published: #iPhone Hits Record 50% Revenue Share on US, #India and Emerging Markets; #China Risks Remain

Key takeaways:
- Continued strength in premium and ultra-premium increase @Apple’s ASP by 2% YoY to a record $890.
- Driven by ASP growth, Apple’s 2023 iPhone revenue reached a record $203 billion
- #Apple also overtook @Samsung to become the number one brand globally in shipment share on an annual basis for the first time.
- Total market shipments declined by 4% in 2023 driven by macroeconomic challenges, especially in the first half of the year.
- #Samsung’s broader portfolio exposed it to lower-end segment weakness which saw both revenues and shipments decline.
- Value (vs volumes) and ASPs are the key metrics to watch, as OEMs continue to pivot upwards thanks to foldables and features like #GenAI in flagship models.

Read the full note here: https://t.co/xS3krZTYyK

@xiaomi @oppo #vivo #USA #smartphones #technology #markets #research #industry #technews

[Shilpi Jain @Shilpijain30]

India Smartphone Market remained flat in 2023
📲 @Apple crossed 10 mn shipments for first time and emerged as leader in revenue
📲 @SamsungIndia led in volumes after 2017
📲 @Vivo_India took 2nd spot
📲 Though 3rd in 2023, @Xiaomi was top player in Q4'23
https://t.co/qSjIESCR7y

[Counterpoint Research @CounterPointTR]

Just published: India Smartphone Market Remains Flat in 2023; @Apple Shipments Cross 10 Million for First Time

Key takeaways:

- With an 18% share, @Samsung took the top spot in 2023, for the first time since 2017.

- @Vivo_India took the second spot in 2023 with a 17% share and led the affordable premium segment (INR 30,000-INR 45,000, ~ $360-$540) with a 33% share.

- @XiaomiIndia slipped to the third spot in 2023 but led in Q4 2023 with an 18.3% share.

- #Apple shipments crossed the 10-million mark, helping it capture the top position in revenue for the first time ever in a calendar year.

- The premium segment (>INR 30,000, ~ $360) witnessed a 64% YoY growth in 2023.

- #5G smartphone shipment share crossed 52% in 2023, growing 66% YoY.

Read the full note here: https://t.co/7pCnWWLuPy

#Samsung #vivo #Xiaomi #realme #oppo #smartphones #technology #markets #research #industry

[Shubham Singh @Shubhamsparihar]

@Samsung has just taken the wraps off its new Galaxy S24 series.Trailblazing lineup boasts numerous GenAI features and strategic software upgrades, propelling it a step ahead of the competition in the tech arena.
Circle to search,Multi-model search, real-time translation & other

[Tarun Pathak @Tarunpathak]

GenAI will enable use cases that dont feel iterative. Smartphones will be smartly personalized as per one's personality . Nice tag line for Samsung #GalaxyAI #GalaxyS24 #GalaxyS24Ultra

[Shilpi Jain @Shilpijain30]

At #RedmiNote13    series launch event. Congratulations @XiaomiIndia for completing 10 successful years in India.

[Shilpi Jain @Shilpijain30]

#RedmiNote13ProPlus in nutshell

[Shilpi Jain @Shilpijain30]

At #RedmiNote13    series launch event. Congratulations @XiaomiIndia for completing 10 successful years in India.

[Tarun Pathak @Tarunpathak]

@hawkeye @PrateikDas @GadgetFreak4U @CounterPointTR @neil_shah @Shilpijain30 Xiaomi is spot-on with the CMF choice on the new #RedmiNote13
-> Mutiple blocks with symmetrical design ( flash is nicely covered as well
-> Advanced Leather Design
-> Corning Gorilla Glass Victus ( a first in the segment)
-> Wow IP68 (another first for note series)

[Shilpi Jain @Shilpijain30]

#redminote series has always been lucrative and enjoy loyal fanbase. With super design and super features #RedmiNote13    #SuperNote will alleviate user experience further.