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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


फ़ीचर फ़ोन का भविष्य!
Feature phones are not dead. The future of feature phones looks bright, and they are here to stay.

Ajay Sharma
Jul 3, 20223 min read


The Future Of Feature (phones)!
Feature phones are not dead. The future of feature phones looks bright, and they are here to stay.

Ajay Sharma
Jul 3, 20223 min read


Brand Sensex: Gainers And Losers
Let's have a look at the brands that are predicted to gain and the brands that are expected to lose due to the India China border issue.

Ajay Sharma
Jul 16, 20203 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


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


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


Project Rejuvenation: Reviving Indian Smartphone Market
November ends. The woes of the mobile industry do not. Murphy’s law says: “If things can go wrong, they will go wrong!” and this is...

Ajay Sharma
Dec 3, 20186 min read
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