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THE BIOSCOPE
Into the world of handsets' industry and more...
These are my personal views only!
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Memory Shock 2025–26: Why Premium-Heavy Smartphone OEMs Will Consolidate Power as Entry-Level Vendors Get Squeezed.
After four decades navigating smartphone cycles, I've learned one truth: component crises don't create structural shifts, they reveal them. The memory shock of 2025–26 has ripped away every comfortable assumption, leaving a stark divide between brands with pricing power and those with nowhere to go. DRAM/NAND prices rose 35–45%, Apple and Samsung now control 39.1% of the global market, and the gap is widening.
Ajay Sharma
Feb 1714 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
BBK Group: How One Parent Company Owns Half of India’s Smartphone Market Without You Knowing It
BBK Group quietly owns nearly half of India’s smartphone market through brands like Vivo, Oppo, Realme, iQOO, and OnePlus. Its share has grown from ~46.5% in 2022 to 48% in Q2 2025, despite fierce competition. How? A multi-brand strategy targeting every segment, dual-channel dominance, independent brand identities, and shared back-end efficiencies. In India’s volatile market, BBK’s “divide to conquer” playbook is a masterclass in sustained dominance.
Ajay Sharma
Jul 25, 20253 min read
Decoding 2024: Indian Smartphone Market Trends and Insights from the Canalys Report
Canalys Report 2024 reveal interesting trends in the Indian smartphone market! Who’s leading, who’s lagging, and what’s next? Find out now!
Ajay Sharma
Jan 23, 20254 min read
Apple Of The “i”(Phone)
If your smartphone brand is thinking of entering the growing premium smartphone segment in India, then get ready to look Apple in the "i".
Ajay Sharma
Mar 21, 20224 min read
For Indian Smartphone Brands - Is There Light At The End Of The Tunnel?
Has the path for the Indian smartphone brands hit a dead end? Do they have a way forward? Read on...
Ajay Sharma
Nov 1, 20215 min read
Not So Smart(phone) Data
The market share representation by all smartphone brands in India - correct or not?
Ajay Sharma
Aug 18, 20215 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
Indian smartphones market gets ready to hit the 200 million mark in 2021!
Indian smartphones market gets ready to hit the 200 million mark in 2021! The big question - Will the Chinese occupy only 50% of it?
Ajay Sharma
Dec 23, 20205 min read
It’s A Game Of Snakes And Ladders. Will The Brands Once Ruling, See Themselves Sliding Down?
There may be a re-shuffle in the brands' market shares. My views on who'll lose and who'll gain!
Ajay Sharma
Jun 22, 20206 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
The BBK Group Attack Makes Samsung Bleed. Xiaomi, Comes Out Unscathed!
It’s always better to be objective, so let’s first table some data on the Indian Smartphone market. Table 1 * Data as per IDC Table 2 *...
Ajay Sharma
Mar 8, 20205 min read
Viva La Vivo. The Now No.2 Brand, Guns For No.1 Spot!
The IDC data for 2019 is out! And… #Xiaomi, as expected, retains its No. 1 position with 28.6% market share followed by #Samsung at...
Ajay Sharma
Feb 12, 20206 min read
Times They Are A-Changing! Whoever Had Heard Of Offline Vs. Offline Earlier?
To, My Friends, C/o Offline Space India Let us start with the data for Q2 (Source: Counterpoint) on the growth in the two channels –...
Ajay Sharma
Sep 15, 20196 min read
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