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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


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

Ajay Sharma
May 1, 20224 min read


Not So Smart(phone) Data
The market share representation by all smartphone brands in India - correct or not?

Ajay Sharma
Aug 18, 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


To B(reath)e Or Not To Be?
The smartphone industry bears the brunt of prolonged COVID. Assert or defend, the confusion prevails.

Ajay Sharma
Sep 10, 20204 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


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 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...

Ajay Sharma
Mar 16, 20204 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


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...

Ajay Sharma
Feb 12, 20206 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


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...

Ajay Sharma
Nov 19, 20195 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


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...

Ajay Sharma
Sep 3, 20194 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


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....

Ajay Sharma
Jan 6, 20197 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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