According to the latest data from Counterpoint, U.S. smartphone shipments fell by 19% year-on-year in the third quarter of 2023 as more and more Americans postponed upgrading their smartphones.
The market share of each brand in 2023Q3:
Apple’s share was 55%, and shipments fell 11% year-on-year;
Samsung’s share was 22%, and shipments fell 26% year-on-year;
Motorola’s share was 10%, and shipments increased 31% year-on-year;
Google’s share was 3%, with shipments down 37% year-on-year;
TCL’s share was 2%, and shipments fell 51% year-on-year;
The remaining brands had a share of 8%, with shipments down 50% year-on-year.According to Counterpoint analysis, Apple’s shipments fell by 11% compared to the third quarter of 2022, partly due to the delayed launch of the iPhone 15 series compared with the iPhone 14 series, resulting in the postponement of this part of shipments to 2023. fourth quarter.
Regarding the shipment performance in the third quarter of 2023, research analyst Matthew Orf said: “As consumer demand remains sluggish, phone brand manufacturers are cautious about increasing shipments in the quarter. Although compared with the previous quarter, operators’ users The device upgrade rate has increased slightly, but is still well below normal levels as consumers choose to extend their replacement cycles rather than upgrade to new models. Smartphones now have greater durability and higher build quality, but releases New models often fall short of expectations in terms of technology upgrades, coupled with the uncertainty of the macroeconomic environment, which has led to a sluggish U.S. smartphone market.”
Maurice Klaehne, senior research analyst, said: “While overall smartphone shipments fell by 19%, some brands still recorded growth. With its new product portfolio and increased presence in the prepaid market and national retail channels, Motorola HMD and Nokia have gone against the trend and achieved growth. However, Samsung and TCL have encountered challenges in the low-end market, and their related models are gradually withdrawing from the market.”
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