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THE BIOSCOPE
Into the world of handsets' industry and more...
These are my personal views only!
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2026 Will Not Be a Year of Recovery. It Will Be a Year of Reckoning
India shipped 152 million smartphones in CY2025. Volume grew 0.5%. Value grew 8%. The headline said flat. The market said everything is changing.
Vivo widened its lead. OnePlus collapsed -38.8%. The offline channel reclaimed 6 points of share in a single year. Premium grew +37%. Mass Budget shrank -8%.
CY2026 brings four simultaneous headwinds: DRAM shock, rupee weakness, Middle East logistics pressure, and a consumer who is choosing to save.
The market has never been more ex

Ajay Sharma
Mar 1414 min read


Decoding The Smartphone Shipment Data: Q3 2023
Decoding The Smartphone Shipment Data: Q3 2023

Ajay Sharma
Nov 7, 20234 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


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


The Real(me) Downfall!
The Real data for the first two months of Q4 (October and November) is just out. And, there are various articles, discussions and...

Ajay Sharma
Jan 25, 20206 min read


Twenty Two Days For Twenty Twenty!
As 2019 draws to a close, all eyes will be on what 2020 will offer! To recap, 2019 was a year: 1. With the least growth since 2016. From...

Ajay Sharma
Dec 9, 20196 min read


Stop Chasing Specs. Seek Experience!
With all the spec numbers been thrown around by the brands, it' time we go beyond them and look for a device that thrives more on an...

Ajay Sharma
May 13, 20197 min read


Indian Smartphone Market: Every Brand’s Go-To!
In today’s day and age, it’s best for any brand to hike up their stake in the mobile phone business in India. The country’s smartphone...

Ajay Sharma
Feb 12, 20195 min read


From Ajay With Love!
So now let’s move on to an outlook some key brands should have for the year 2019. For a brand to succeed, it has to have a strong...

Ajay Sharma
Jan 14, 20199 min read


Adios 2018, Hola 2019!
Last year’s darkness derails. A steady growth carriage carries bouquets of positives in tonnes. 2018 has ended and it’s time for the...

Ajay Sharma
Jan 1, 201910 min read


Can Santa Claus Be The Guardian Angel?
2018 has been a pretty eventful year for the smartphone industry. Let me recapitulate some of the interesting ones, and hope 2019 brings...

Ajay Sharma
Dec 24, 20187 min read


Comio exits India. More to follow?
My insights on how to hedge risks in this volatile Indian smartphone market. Got this news yesterday of #Comio abruptly closing its...

Ajay Sharma
Nov 27, 20186 min read


Samsung : The Lone Warrior
I have been following #Samsung as a smartphone brand since 2011. While they always had, and still have feature phones, I will be focusing...

Ajay Sharma
Nov 19, 20186 min read
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