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THE BIOSCOPE
Indian Smartphone Market Analysis by Ajay Sharma
20 years inside India's smartphone industry, from Micromax and HTC to Panasonic. Now writing about where the market is going.
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The Cost of Waiting: What May Happen If India's Festive Demand Doesn't Lift
Three piles of inventory are sitting in this market going into Diwali. They hold the same phones and they are not the same asset. What separates them is not age. It is what it costs to keep holding them, and that number turns on a memory forecast four credible houses cannot agree on. On Break-Even Hold, the ₹25,000 line that has quietly moved, and the GST Council meeting that lands 32 days before Diwali.
Ajay Sharma
Sep 815 min read
Smartphones Don't Have an Online Problem. They Have an Experience Deficit. And Two Very Different Playbooks to Fix It
India’s smartphone market doesn’t have an online-versus-offline problem. It has an experience problem.
Online has largely won discovery. The next battleground is selection — where customers want to touch, test, compare, finance, exchange and feel reassured.
But GT and organised retail can’t play the same game.
The winning model is simple: Online wins the search. Offline wins the selection.
Ajay Sharma
Aug 295 min read
2026: The Year That Will Make, Break, and Shake India's Smartphone Market Forever
2026 will be a challenging year for all smartphone eco system players. It will cause a structural irreversible and change in the industry.
Ajay Sharma
Feb 310 min read
Mainline DistributionSHIP - Heading Towards An Iceberg?
This blog is not about brands, market shares or even projections. This blog is about the future of the traditional mainline distributors...
Ajay Sharma
May 23, 20215 min read
Vocal For Local – Indian Smartphone Brands, Are You Ready?
The results for the survey "Buying A Smartphone Post COVID-19" are out!
Ajay Sharma
May 15, 20204 min read
DUE TO CORONA VIRUS, HERE ARE THE NEW ABCs FOR THE INDIAN SMARTPHONE INDUSTRY
After: Before COVID-19 (ABC), the Indian smartphone industry would, rather should, have a different approach on their channel strategy.
Ajay Sharma
Apr 27, 20205 min read
Forget 20:20, it’s a test match!
IML 20:20 - Indian Mobile League. Mobile makers need to play this one more like a test. Are they ready?
Ajay Sharma
Apr 10, 20206 min read
A Decade With Trade
A lot has happened in the last 12 years in the smartphone space and my today’s blog is more focussed on the smartphone channel side. I...
Ajay Sharma
Jul 25, 20195 min read
Decoding The Reliance O2O Model
While I have been writing blogs on products, channel, brands and other major happenings in the smartphone industry, it seems channel as a...
Ajay Sharma
Jan 28, 20196 min read
Face Off: Mukesh Ambani Vs. Jeff Bezos?
Online/offline channel and sales are current hot topics. The unrest in the offline channel has been higher in the mobile phones’ sector...
Ajay Sharma
Jan 21, 20195 min read
2019: The Year Of The Offline?
In my last blog, I primarily talked about the expected market size and the kind of product innovations we’re expecting to see this year....
Ajay Sharma
Jan 6, 20197 min read
Rewriting. Rewiring. Reviving Offline.
With the online channel feasting, and the offline surviving on morsels, it’s time they change the game before the game has ended. My...
Ajay Sharma
Dec 10, 20187 min read
Is offline business really affected by online?
There are various agencies which track shipment/sales of mobile phones by brands for each quarter - #Countertoint, #CMR, #TecARC, #IDC,...
Ajay Sharma
Nov 10, 20182 min read
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