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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
OnePlus: The Journey. The Outlook. The Way Forward.
OnePlus: A deep dive into the world of a charismatic smartphone brand, and its ever-growing presence in the country.
Ajay Sharma
Nov 28, 20234 min read
Decoding The Smartphone Shipment Data: Q3 2023
Decoding The Smartphone Shipment Data: Q3 2023
Ajay Sharma
Nov 7, 20234 min read
Real(me)ly Out(standing)?
What does the future hold for Realme? Will the 'once fastest growing smartphone brand' take a bow to the likes of Tecno and Apple?
Ajay Sharma
May 10, 20233 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
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
With The Launch Of JioPhone Next, What’s Next For Reliance? Definitely NOT A 2G-Free India!
JioPhone Next definitely not the right model to make India 2G-Free!
Ajay Sharma
Jun 29, 20214 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
2021: 2G Users To Define The Smartphone Ruler?
The survey results to understand what’s possibly in store in 2021 for operators, mobile brands and the channel are out. Have a look!
Ajay Sharma
Oct 12, 20206 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
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
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