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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


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


Aspirational Customers Skip Price As Key Factor
The price specification game may get over sooner than later. It has to! I have been observing the different ways the brands are playing...

Ajay Sharma
Feb 26, 20195 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
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