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What does it mean for the top 5 brands?
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- Challenging times for Xiaomi<\/a> and Realme vis a reduced market share percentages.<\/li>
- Conducive times for Oppo, Vivo and OnePlus<\/a> – an increase in their market share percentages and;<\/li>
- Ideal times for Apple<\/a> and Samsung culminating in increased market share %s.<\/li><\/ul>This article is about Apple<\/a> and what can one foresee and why?
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When a company CEO like Apple says, “India is at a tipping point. You can just feel the vibrancy, the dynamism, the feeling that anything here is possible. And it’s so great to be a part of it”- it means he sees the potential that exists based on the similarities with China and the growth story there.
The opening of the two flagship stores makes Apple a full-stack player managing everything from manufacturing to retail.
Apple closed 2022 with a figure of 6 million devices<\/a>. The two milestones I have in mind are 10 million devices in 2023 and\/or a position in the top 5 in 2023.
To get to 10 million devices, Apple has to grow by close to 67% growth over last year. They had increased by 40% in 2022 over 2021. This seems possible.
To enter the top 5, they must have a minimum double-digit share based on past data of the top 5 brands. This is difficult but possible. With 2023 expected to close at a little lower than 2022, let us put the figure at 140 million. A 10% share means 14 million devices.
Let us try putting down the drivers, some already in motion, which can make Apple take this giant leap.
Apple grew from 4.8 million devices in 2021 to 6 million in 2022. With this momentum, it is already on a solid growth trajectory and can hit a 67% growth rate. Its higher-end devices are finding more acceptance in the Indian market, which means people are willing to spend on even the more expensive iPhones, which makes their available range bigger.
Apple’s revenues in India FY ending March were USD 6 Billion, a growth of 50% over the previous year. Wedbush Securities, an investment firm, forecasts their revenues to hit USD 20 billion in 2025, a 233% growth in 3 years. Even if we take one-third of this growth in 2023, we are looking at crossing 10 million devices.
Apple’s planned reshuffling of the management of its international business to put a more significant focus on India, with India becoming its own sales region. The Head of India, Apple, will now report directly to Apple’s head of product sales rather than to the Head of MEA, Mediterranean, and East Europe. The focus would mean a much higher involvement and responsiveness to the Indian market regarding product availability, pricing, trade-ins, marketing etc., to make users switch from an Android to iOS.
8 out of the top 10 smartphone models sold in 2022 were iPhones. The top 3 selling smartphones were iPhones. The other two models from the top 10 were from Samsung. In 2021, Apple had seven models in the top 10, Xiaomi<\/a> had two and Samsung just one.
The ultra-premium segment (>Rs 45k) grew by 66%, and the premium segment Rs 30-45k grew by 60%. The growth this year could touch triple digits in both these segments. Though all brands would like to have a presence in these segments, the biggest gainers would be Apple, followed by Samsung and, to some extent, OnePlus<\/a>.
India, with a similar population as China, is a younger country. It has a large middle class and a high % of youth, both aspirational and with easy EMI available. They would like to go for Apple, given an opportunity.
The increasing investments and hiring by its suppliers like Foxconn<\/a> and an expansion in its manufacturing base to four with the addition of the Tata group is a clear sign of ramping up.
To drive growth and reach 14 million shipments, one of the game changers could be Apple’s decision to focus on SMEs through the Apple Store Online, which will offer a range of services and security features.
There are approx. 7.5 crore SMEs in India. Conventional wisdom puts the success rate of conversion between 2-5%. For calculation purposes, let’s take the lowest 2% conversion rate figure with just five devices per SME; this figure comes to close to 7.5 million. Even if one assumes that 1\/4th of this will happen in 2023, it means 1.8 million numbers in 2023. This number cannot and should not be taken as a firm, but it can indeed contribute to Apple crossing the line to be among the top 5 brands in India if things go well.
(DISCLAIMER: Ajay Sharma is presently Advisor, Techarc. He has also served as Business Head at homegrown phone manufacturer Micromax. Views expressed are personal)<\/em><\/strong>
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苹果印度在2023年达到1000万辆大关?
“苹果从480万增加设备在2021年到600万年的2022人。有了这个动力,它已经在一个坚实的增长轨迹,可以达到67%的增长速度。其高端设备中找到更多接受印度市场,这意味着人们愿意花在甚至iphone更加昂贵,这使得他们的可用范围更大,”Sharma说。
文件的照片:一个女人使用iPhone移动设备作为她在苹果商店通过点燃的苹果标志在纽约的中央车站,美国2023年4月14日。路透/迈克Segar
五大品牌是什么意思?
这篇文章是关于苹果可以预见,为什么呢?
当一个公司像苹果首席执行官说:“印度是一个转折点。你可以感受到活力,活力,感觉什么都是可能的。和很高兴成为它的一部分”——这意味着他认为基于存在的潜在的与中国的相似之处,那里的增长故事。
的两个苹果旗舰店是一个完整的球员管理从生产到零售。
苹果封闭2022图600万设备。我想到的两个里程碑是在2023年1000万台设备和/或在2023年的前五名。
1000万的设备,苹果已经比去年增长了近67%的增长。他们2022年在2021年增加了40%。这似乎是可能的。
进入前五名,他们必须有一个最小的两位数的共享基于过去数据的五大品牌。这是困难的但可能。预计2023年将关闭在略低于2022,让我们把这一数字为1.4亿。10%的份额意味着1400万台设备。
让我们试着放下司机,一些已经在运动,这可以让苹果把这个巨大的飞跃。
苹果从480万增加设备在2021年到600万年的2022人。有了这个动力,它已经在一个坚实的增长轨迹,可以达到67%的增长速度。其高端设备中找到更多接受印度市场,这意味着人们愿意花在甚至iphone更加昂贵,这使得他们的可用范围大。
苹果在印度截至3月财政年度的收入是60亿美元,比上年增长50%。Wedbush证券投资公司预测2025年的收入达到200亿美元,增长233% 3年。即使我们把三分之一的这种增长在2023年,我们在考虑跨越1000万台设备。
苹果的计划调整其国际业务的管理更重要的关注印度,印度成为自己的销售区域。印度的头,苹果,现在将直接向苹果公司的产品销售,而不是意味着,地中海和东欧。重点将意味着更高的参与和响应性的印度市场对产品可用性、定价、折价销售,营销等,让用户从一个Android切换到iOS。
8 2022年销售的十大智能手机型号iphone。3销售智能手机iphone。另外两个模型的前10名来自三星。2021年,苹果在前十,有七个模型小米有两个和三星。
极品段(> 45 k Rs)增长了66%,高端品味和Rs 30-45k增长了60%。今年的增长可以触摸三位数在这两个部分。尽管所有品牌想要在这些领域,最大的赢家将是苹果,三星紧随其后,在某种程度上,OnePlus。
与中国类似的人口,印度是一个年轻的国家。它有一个庞大的中产阶级和高%的青春,有抱负的和容易的EMI。他们想去苹果,给一个机会。
增加投资和雇佣的供应商富士康并扩大其生产基地到四的塔塔集团是一个明显的增加的迹象。
来驱动增长,达到1400万出货,一个游戏的改变可能是苹果的决定通过苹果商店在线关注中小企业,将提供一系列的服务和安全特性。
有大约。7.5印度卢比的中小企业。传统智慧转化的成功率在2 - 5%之间。为了计算的目的,让我们来最低的2%转化率图只有五个设备/中小企业;这一数字接近750万。即使假定1/4th之一这将发生在2023年,这意味着180万年数字2023。这个数字不能也不应该作为一个公司,但是它确实可以导致苹果越界是印度的五大品牌,如果一切顺利。
(免责声明:Ajay Sharma目前顾问Techarc。他还在国产手机制造商Micromax担任业务主管。个人观点)
- Conducive times for Oppo, Vivo and OnePlus<\/a> – an increase in their market share percentages and;<\/li>
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