Ajay Sharma
What’s The Future Of The Indian Smartphone Market in 2022?
Here's another perspective to the Q1 smartphones' shipment data. And, the year 2022 doesn't look too bright for the Indian smartphone market
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Hi, I'm Ajay!
... and here's a little about me.
Smartphone industry veteran with over 11 years of proven track record in launching 4 brands. Instrumental in launching HTC as a brand in India and Micromax (A leading Indian handset brand) in the smartphones' category.
With over 38 years of cross-industry experience, a professional with a great understanding of the domestic and international business operations with excellent channel and media connections.
About: Welcome
THE BIOSCOPE
Into the world of handsets' industry and more...
These are my personal views only!
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Ajay Sharma
- Aug 18, 2021
- 5 min
Not So Smart(phone) Data
The market share representation by all smartphone brands in India - correct or not?
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Ajay Sharma
- Dec 23, 2020
- 5 min
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?
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Ajay Sharma
- Sep 10, 2020
- 4 min
To B(reath)e Or Not To Be?
The smartphone industry bears the brunt of prolonged COVID. Assert or defend, the confusion prevails.
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Ajay Sharma
- Jul 16, 2020
- 3 min
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.
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Ajay Sharma
- Jun 22, 2020
- 6 min
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!
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Ajay Sharma
- Apr 10, 2020
- 6 min
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?
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Ajay Sharma
- Mar 16, 2020
- 4 min
The Corona Virus & GST’s Double Whammy
मोबाइल फोन उद्योग को कोरोना वाइरस तथा जीएसटी का दोहरा झटका It all started in China, and now the mobile phone industry in India too is going through tough times indeed. All seemed well before the start of the Chinese New Year, at least in India, and then it happened fast and hit hard. Factory shutdowns by the Chinese government, labour not coming to work, production of components stalling and the supply chain getting disrupted badly. The Mobile World Congress (MWC), the bigges
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Ajay Sharma
- Mar 8, 2020
- 5 min
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 * Data as per IDC Table 3 * Data by Phonearena Notes:
a. The data shown in Table 1 and 2 is for the last 3 years or 12 quarters from Q1 2017 till Q4 2019. b. The data is divided into two periods – Q1 2017 till Q2 2018 and Q3 2018 till Q4 2019. This serves the purpose of comparing two equal periods – Six quarters prior to the entry of #Realme
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Ajay Sharma
- Feb 12, 2020
- 6 min
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 20.3%. #Vivo manages to find itself hugging the No.3 spot with a 15.6% share. Amongst the top 3, the highest YoY growth was recorded by Vivo at 67%, and Samsung’s declining by approximately 3%. If we were to only focus on the Q4 data, Xiaomi is at 27% market share followed by Vivo at 18.8% and Samsung at 15.5%, taking Vivo to the No.2 position. A
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Ajay Sharma
- Jan 25, 2020
- 6 min
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 opinions being shared on various platforms on the steep decline (volume-wise) in Realme’s market share. I have also been asked for my opinion, and while I have responded in bits and pieces, I’d like to take you through the projections I’d made in one of my previous blogs wherein I’d written about the brand projections for Q3. Should you like to rea
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Ajay Sharma
- Dec 9, 2019
- 6 min
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 14% in 2017-18 to a 7-9% this year. (As per IDC) 2. When the BBK group moved full steam ahead with the “New kid on the block” #Realme coming up as a challenger brand. 3. When #Samsung saw it's market share declining and coming sub 20% for the first time. 4. That witnessed an increased share of online with the offline reacting to it sharp
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Ajay Sharma
- Nov 19, 2019
- 5 min
Song Sung, Rather A Ridiculed One, For Samsung
India is the 2nd largest and the highest-growing smartphone market amongst the top 3 markets globally. It is also a market that has the highest room to grow with a smartphone penetration rate of just 25%. With the global market being essentially flat or marginally declining, India is therefore treated with great importance by the top 10, more so, the top 5 brands. If one has to see the contribution of the brands other than the top 5, this has been declining QoQ and is already
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Ajay Sharma
- Sep 15, 2019
- 6 min
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 – offline and online. Well, offline has shown a degrowth of 4% and online has shown a growth of 26% YoY. Even offline-first brands like #Samsung, #Oppo and #Vivo have shown high growth online. We can all blame it on various factors such as aggression of online, poor walk-ins at offline stores and so on. Yes, these may be some of the reasons. But,
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Ajay Sharma
- Sep 3, 2019
- 4 min
Brands' Projection For Q3, 2019
September will bring the highest selling quarter for mobile phones, as well as most other products, as per past trends, to an end. We are already in early September, and it would be worthwhile to try and analyse the Q3 projections. The brand-wise rankings for the top 5 have been consistent in the last 2 quarters (H1) - with #Xiaomi at the top and #Realme at the bottom. What is the expected movement in Q3, if any? My analysis is based on the following parameters: - Past trends
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Ajay Sharma
- Jan 14, 2019
- 9 min
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 presence in the Rs.5-20k segment which contributed close to 75% of the overall market in 2018 as per Phonecurry. 1. Xiaomi
With its sheer momentum, and the fact that the new e-commerce rules become applicable only from 1stFebruary, the brand may just be able to hold on to its leadership position in Q1. However, Q2 onwards, I do see a challenge for
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Ajay Sharma
- Jan 6, 2019
- 7 min
2019: The Year Of The Offline?
In my last blog, I primarily talked about the expected market size and the kind of product innovations we’re expecting to see this year. Moving on, let us now evaluate the channel play. Effects Of The New Online Policy Globally, online channel is expected to grow in 2019 and onwards by a couple of % every year. India, where the contribution of online is amongst the highest in the world, may end up showing huge decline across categories with the effect on mobile phones being m
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Ajay Sharma
- Jan 1, 2019
- 10 min
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 “Pundits and Gurus” to make predictions. I am none so you’ll have to give me some benefit of doubt here on my predictions. When it comes to smartphones trends, I have drawn a lot from: a. China as a market for its eco system and success of its brands globally. Smartphone business moves around R&D and supply chain, and China is strong in both. W
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Ajay Sharma
- Dec 24, 2018
- 7 min
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 in potluck of fortune. Market Size The smartphone market should touch approx. 145 million devices this year. This implies – a less than 10% growth. While Q3 was a great quarter, Q4 is looking below average. One could say that for a growing market like India, the growth is not that great. But, in the light of the entry of #Jio “Fusion Phones”
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Ajay Sharma
- Dec 17, 2018
- 6 min
Straight From The Oven
My take on the three of the latest hottest news from the world of smartphone market. Let’s start with today’s FIRST hot news which featured in ‘The Economic Times/ETRetail’. “Centre revives plan to check e-tailers’ discounts, freebies: i. A draft e-commerce policy had proposed a sunset clause defining the maximum duration for differential pricing strategies such as :deep discounts” ii. A growing view in the government is that e-commerce giants, like Amazon and Alibaba, have d
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