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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


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


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


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


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


Oppo India In The Soup?
Losses pile on. #OppoIndia’s MD Yi Wang quits. Oppo launched its first phone in India in January 2014. It was in February 2015, 1 year...

Ajay Sharma
Nov 29, 20185 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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