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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


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


Mainline DistributionSHIP - Heading Towards An Iceberg?
This blog is not about brands, market shares or even projections. This blog is about the future of the traditional mainline distributors...

Ajay Sharma
May 23, 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


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 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


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


Indian Smartphone Market: Every Brand’s Go-To!
In today’s day and age, it’s best for any brand to hike up their stake in the mobile phone business in India. The country’s smartphone...

Ajay Sharma
Feb 12, 20195 min read


Samsung: The ‘M’peror Strikes Back!
Ready to disrupt the market tomorrow i.e., February 5th! Sa’M’sung is not used to being the No. 2 brand for long, and it is since Q4 of...

Ajay Sharma
Feb 4, 20196 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


Rewriting. Rewiring. Reviving Offline.
With the online channel feasting, and the offline surviving on morsels, it’s time they change the game before the game has ended. My...

Ajay Sharma
Dec 10, 20187 min read
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