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智能手机市场发出复苏信号

市场跟踪公司表示，到目前为止，6月份需求“意外更高”的增长可能会持续到7月底。零售商和专家说，新车型的强劲供应、旧车型的高库存以及品牌折扣和促销的推动，使市场恢复了活力。

智能手机市场发出复苏信号
新德里:智能手机市场在6月上半月的复苏速度快于预期，马哈拉施特拉邦等邦的销售额恢复到了疫情前的第二波水平，线下零售店的客流量健康。

市场跟踪机构和品牌机构表示，德里、北方邦、比哈尔邦和中央邦等大型市场的需求恢复到了疫情前第二波水平的60-80%。但印度南部仍处于高感染率和行动限制之中，销售不温不火，主要是通过在线渠道。

市场跟踪公司表示，到目前为止，6月份需求“意外更高”的增长可能会持续到7月底。零售商和专家说，新车型的强劲供应、旧车型的高库存以及品牌折扣和促销的推动，使市场恢复了活力。

“与去年不同的是，去年花了近一个季度的时间，销售才加快步伐，今年消费者的兴趣在解锁开始后就迅速恢复，”该公司研究总监塔伦•帕塔克(Tarun Pathak)表示对比研究．“事实上，我们认为6月份的销售额可能会同比增长20-30%，尽管这个比较的基数较低。”

他补充说，被压抑的需求可能会持续到7月，在此之后，节日季将出现更换或升级的需求，如果印度没有出现第三波Covid-19，那么到那时，消费者信心应该会因更快的疫苗接种速度而得到提振。

专家表示，尽管产能较低，但整个4月和5月的持续制造业务，以及这次工厂的劳动力保留，确保了品牌能够提供强劲的供应，即使全球供应链在成本压力下陷入困境。

客户副研究经理Upasana Joshi表示:“目前线下和线上渠道都库存充足，在线配送已经开放了大多数pin码，尽管线下零售正在努力应对南部各州的一些限制。设备，在研究公司国际数据公司(IDC)印度．“除此之外，各大品牌还通过降价来冲洗一些老款产品。”

读也

IDC: 2021年智能手机出货量将达到13.8亿，为2015年以来的最高水平

分析师:一加将受益于Oppo在印度物联网的线下扩张

经纪公司表示，经济活动指标在6月的前两周已从4月和3月的低点完全恢复，并正在迅速向2月的水平靠拢。

Jefferies Recovery Tracker指数环比上升4个百分点，达到7周高点。花旗研究(Citi Research)说，其每周狭窄复苏指数(Narrow Recovery Index)在6月中旬较一个月前的低点回升了20%以上，主要得益于流动性改善。

“随着活动水平从近期低点回升9个百分点;到目前为止，第二波复苏的趋势比第一波底部更快，这是一个积极的惊喜，”杰富瑞在一份报告中表示。

分析师预计4月至6月智能手机出货量为2,600万至2,800万部，低于截至3月当季的3,800万部。

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\"Smartphone<\/figure>New Delhi: The smartphone market<\/a> has recovered faster than expected in the first half of June, with states like Maharashtra seeing sales back at pre-Covid second wave levels amid healthy customer footfall in offline retail stores.

Large markets such as Delhi, Uttar Pradesh, Bihar and Madhya Pradesh saw demand revive 60-80% of the pre-Covid second wave levels, said market trackers and brands. But southern India, which continued to be in the grip of high infections and movement restrictions, saw lukewarm sales, primarily through online channels.

Market tracker firms said the \u201cunexpectedly higher\u201d pickup in demand in June so far may continue till the end of July. Robust supplies of new models, high inventory of older models and push from brands with discounts and promotions have brought back buoyancy in the market, said retailers and experts.

<\/div><\/div>\u201cUnlike last year, when it took almost a quarter for sales to pick up pace, consumer interest has revived quite quickly this year as soon as unlocking began,\u201d said Tarun Pathak, research director at Counterpoint Research<\/a>. \u201cIn fact, we feel the month of June may see a 20-30% year-on-year growth in sales, although that comparison comes from a lower base.\u201d

He added the pent-up demand may play out till July, beyond which the festive season will see replacement or upgradation demand, and consumer confidence should be boosted by a faster pace of vaccination by then, assuming that India does not witness a third Covid-19 wave.

Continued manufacturing operations throughout April and May, albeit at lower capacities, and labour retention in factories this time around has ensured that brands are able to provide robust supplies even when global supply chains are reeling under cost pressures, said experts.

\u201cBoth offline and online channels are flush with inventory at the moment, online deliveries have opened in majority of the pin codes, even though offline retail is struggling with some restrictions in southern states,\u201d said Upasana Joshi, associate research manager, client devices<\/a>, at research firm IDC India<\/a>. \u201cAdded to this, brands from their end are flushing some older line up by giving price cuts.\u201d

Read also<\/h3>
<\/a><\/div>

Smartphone shipments to reach 1.38 billion in 2021, highest since 2015: IDC<\/h4><\/a><\/div>
<\/a><\/div>

OnePlus to benefit from Oppo's offline reach for IoT expansion in India: Analysts<\/h4><\/a><\/div><\/div>
Brokerage firms said economic activity indicators fully recovered from the lows of April and March in the first fortnight of June and are moving speedily towards February levels.

<\/div><\/div>Jefferies Recovery Tracker increased four percentage points week-on-week, to a seven-week-high. Citi Research said its weekly Narrow Recovery Index improved more than 20% in mid-June from its lows a month ago, led by better mobility.

\u201cWith a recovery of 9 ppt in activity levels post their recent lows; the post 2nd wave recovery is trending faster than Wave 1 bottom so far which is a positive surprise,\u201d Jefferies said in a report.

Analysts have forecast 26-28 million smartphone shipments in April-June, down from 38 million recorded in the quarter to March.
<\/div><\/div>
Follow and connect with us on Twitter<\/a>, Facebook<\/a>, Linkedin<\/a>, Youtube<\/a><\/div>","NumberOfSentences":{"minfo":"16.0","minfoseo":"16-0"},"AutomatedReadabilityIndex":{"minfo":"14.0","minfoseo":"14-0"},"LastPublishMilliTime":{"minfo":"1623984530207","minfoseo":"1623984530207"},"ReadabilityGradeLevel":{"minfo":"College","minfoseo":"college"},"GadgetsMarkedReviewed":{"minfo":"0","minfoseo":"0"},"HashCode":{"minfo":"2107964422","minfoseo":"2107964422"},"latestnewsflag":{"minfo":"1.0","minfoseo":"1-0"},"NumberOfCharacters":{"minfo":"2933.0","minfoseo":"2933-0"},"NumberOfWords":{"minfo":"466.0","minfoseo":"466-0"},"key":{"0":{"keyid":"554032","value":"Smartphone sales","smid":"0","keynameseo":"Smartphone-sales","keytype":"","keycount":"totalcount","weightage":"100"},"1":{"keyid":"2217984","value":"Smartphone sale","smid":"0","keynameseo":"Smartphone-sale","keytype":"","keycount":"totalcount","weightage":"20"},"2":{"keyid":"3817797","value":"Smartphone news","smid":"0","keynameseo":"Smartphone-news","keytype":"","keycount":"totalcount","weightage":"20"},"3":{"keyid":"11466494","value":"smartphone market sales recovery","smid":"0","keynameseo":"smartphone-market-sales-recovery","keytype":"","keycount":"totalcount","weightage":"20"},"4":{"keyid":"390059","value":"smartphone market","smid":"0","keynameseo":"smartphone-market","keytype":"","keycount":"totalcount","weightage":"20"},"5":{"keyid":"126803","value":"IDC India","smid":"0","keynameseo":"IDC-India","keytype":"","keycount":"totalcount","weightage":"20"},"7":{"keyid":"6439913","value":"counterpoint research","smid":"0","keynameseo":"counterpoint-research","keytype":"","keycount":"totalcount","weightage":"20"}},"authorsplit":{"author":{"artau":"Himanshi Lohchab","aunameseo":"himanshi-lohchab","artauid":"479253129","artauemail":"himanshi.lohchab@timesgroup.com","auFullName":"Himanshi Lohchab","pubname":"ET","designame":"Journalist","audetailsxml":{"authordetails":[],"details":{"detail":[{"@attributes":{"type":"occupation"}},{"@attributes":{"type":"beat"}}]}},"aulinksxml":{"links":{"link":{"twitter":[],"facebook":[],"googlePlusUrl":[],"contributorUrl":[]}}},"auagencyid":"88675387","auagencyname":"ET Bureau","autype":"GENERAL"}},"similarlytagged":[{"msid":"97349730","stname":"Xiaomi, Apple, Samsung 'suffer' as smartphone shipments decline worldwide","artsyn":"According to a report by IDC, worldwide smartphone shipments declined 18.3% year over year to 300.3 million units in the fourth quarter of 2022.","seolocation":"telecomnews\/xiaomi-apple-samsung-suffer-as-smartphone-shipments-decline-worldwide","seolocationalt":"Xiaomi, Apple, Samsung 'suffer' as smartphone shipments decline worldwide","url_seo":"xiaomi-apple-samsung-suffer-as-smartphone-shipments-decline-worldwide"},{"msid":"96530829","stname":"China's October domestic smartphone shipments fell 27.2%","artsyn":"Over January to October smartphone shipments fell 22% from the same period last year to 215 million units.","seolocation":"telecomnews\/chinas-october-domestic-smartphone-shipments-fell-27-2","seolocationalt":"China's October domestic smartphone shipments fell 27.2%","url_seo":"chinas-october-domestic-smartphone-shipments-fell-27-2"},{"msid":"96043158","stname":"Premium models drive car, TV, smartphone sales in Diwali season","artsyn":"Cars priced \u20b910 lakh and above, 5G-enabled smartphones, large-screen televisions and double-door and side-by-side refrigerators saw a big spike in demand during Diwali, helping their growth rate and share in overall product sales hit new highs, sales data show.","seolocation":"telecomnews\/premium-models-drive-car-tv-smartphone-sales-in-diwali-season","seolocationalt":"Premium models drive car, TV, smartphone sales in Diwali season","url_seo":"premium-models-drive-car-tv-smartphone-sales-in-diwali-season"},{"msid":"95544687","stname":"Festive season widens offline-online rift on smartphones","artsyn":"\"Retailers in the offline segment managed to tide over the festive season on the sales of high-end premium smartphones, where the discounts were not that significant in the online channels. 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A major role in keeping the brick-and-mortar stores alive was the provision to take GST input credit, which was not available in online channels,\" said Navneet Pathak, general secretary, All India Mobile Retailers Association.","seolocation":"telecomnews\/festive-season-widens-offline-online-rift-on-smartphones","seolocationalt":"Festive season widens offline-online rift on smartphones","url_seo":"festive-season-widens-offline-online-rift-on-smartphones"},"95265239":{"msid":"95265239","stname":"Qualcomm revenue forecast falls short as smartphone sales slump; shares slide","artsyn":"Qualcomm's disappointing forecast comes shortly after both Intel Corp and Advanced Micro Devices Inc cut their earnings estimates, in a sign that the slump in demand is plaguing the wider industry.","seolocation":"telecomnews\/qualcomm-revenue-forecast-falls-short-as-smartphone-sales-slump-shares-slide","seolocationalt":"Qualcomm revenue forecast falls short as smartphone sales slump; shares slide","url_seo":"qualcomm-revenue-forecast-falls-short-as-smartphone-sales-slump-shares-slide"},"94975631":{"msid":"94975631","stname":"Smartphone sales sag as consumers delay purchases: Report","artsyn":"Smartphone sales in the recently ended quarter were nine percent less than in the same period a year earlier, hitting a low not seen since 2014, according to research firm Canalys.","seolocation":"telecomnews\/smartphone-sales-sag-as-consumers-delay-purchases-report","seolocationalt":"Smartphone sales sag as consumers delay purchases: Report","url_seo":"smartphone-sales-sag-as-consumers-delay-purchases-report"},"94442586":{"msid":"94442586","stname":"Breezy start to ecommerce festive sales, 28% growth in first 2 days","artsyn":"The electronics segment has reported a 48% volume expansion, driven by audio products and smart wearables.","seolocation":"telecomnews\/breezy-start-to-ecommerce-festive-sales-28-growth-in-first-2-days","seolocationalt":"Breezy start to ecommerce festive sales, 28% growth in first 2 days","url_seo":"breezy-start-to-ecommerce-festive-sales-28-growth-in-first-2-days"},"94326833":{"msid":"94326833","stname":"India to see record smartphone sales at $7.7 billion during festive season: Counterpoint","artsyn":"\u201cThe festive season has been the highlight of India\u2019s smartphone market where almost 20% of the annual sales happen over 4-5 weeks. Hence, this festive period is important for all the players in the value chain,\" Senior Analyst Prachir Singh said.","seolocation":"telecomnews\/india-to-see-record-smartphone-sales-at-7-7-billion-during-festive-season-counterpoint","seolocationalt":"India to see record smartphone sales at $7.7 billion during festive season: Counterpoint","url_seo":"india-to-see-record-smartphone-sales-at-7-7-billion-during-festive-season-counterpoint"},"94087094":{"msid":"94087094","stname":"U.S. judge rejects AT&T bid to dismiss SEC lawsuit over leaks to analysts","artsyn":"In a 129-page decision, U.S. District Judge Paul Engelmayer in Manhattan said he found \"formidable\" evidence that AT&T and three investor relations executives improperly warned analysts in March and April 2016 that lower-than-expected smartphone sales would cut into overall revenue.","seolocation":"telecomnews\/u-s-judge-rejects-att-bid-to-dismiss-sec-lawsuit-over-leaks-to-analysts","seolocationalt":"U.S. judge rejects AT&T bid to dismiss SEC lawsuit over leaks to analysts","url_seo":"u-s-judge-rejects-att-bid-to-dismiss-sec-lawsuit-over-leaks-to-analysts"},"93866574":{"msid":"93866574","stname":"India does not plan to restrict low-cost foreign smartphone sales","artsyn":"Rajeev Chandrasekhar's comments followed reports that India was planning to restrict sales of cheap Chinese smartphones to revive the prospects of Indian-build competitors.","seolocation":"telecomnews\/india-does-not-plan-to-restrict-low-cost-foreign-smartphone-sales","seolocationalt":"India does not plan to restrict low-cost foreign smartphone sales","url_seo":"india-does-not-plan-to-restrict-low-cost-foreign-smartphone-sales"},"93483155":{"msid":"93483155","stname":"Foxconn starts to feel sting of slowing smartphone sales","artsyn":"Foxconn has been largely shielded from these demand problems so far as the popularity of iPhones has endured among a loyal and relatively affluent customer base, and it said on Wednesday that rising inflation will only have a limited impact on mid- to high-end smartphone demand in the rest of the year.","seolocation":"telecomnews\/foxconn-starts-to-feel-sting-of-slowing-smartphone-sales","seolocationalt":"Foxconn starts to feel sting of slowing smartphone sales","url_seo":"foxconn-starts-to-feel-sting-of-slowing-smartphone-sales"},"93206132":{"msid":"93206132","stname":"India smartphone market contracts 5% QoQ in Q2; 5G smartphone installed base crosses 50 million: Counterpoint","artsyn":"Xiaomi maintained its lead in the India smartphone market in the second quarter, despite declining 26% year-on-year to account for a 19% share (by volume) while Samsung held the second spot with a 14% year-on-year growth to capture an 18% share.","seolocation":"telecomnews\/india-smartphone-market-contracts-5-qoq-in-q2-5g-smartphone-installed-base-crosses-50-million-counterpoint","seolocationalt":"India smartphone market contracts 5% QoQ in Q2; 5G smartphone installed base crosses 50 million: Counterpoint","url_seo":"india-smartphone-market-contracts-5-qoq-in-q2-5g-smartphone-installed-base-crosses-50-million-counterpoint"},"93151831":{"msid":"93151831","stname":"China Q2 smartphone sales fall 14.2% YoY as consumers pull back","artsyn":"Quarterly sales volumes were 12.6% lower than those seen in the first quarter of 2020, when the pandemic hit China and sales were the worst since the fourth quarter of 2012, when the iPhone 5 was introduced, according to Counterpoint.","seolocation":"telecomnews\/china-q2-smartphone-sales-fall-14-2-yoy-as-consumers-pull-back","seolocationalt":"China Q2 smartphone sales fall 14.2% YoY as consumers pull back","url_seo":"china-q2-smartphone-sales-fall-14-2-yoy-as-consumers-pull-back"},"92659325":{"msid":"92659325","stname":"Taiwan's Foxconn raises full year outlook on strong tech demand","artsyn":"The Taiwanese firm Foxconn has grappled with a severe shortage of chips like other global manufacturers, which has hurt smartphone production including for its major client Apple, partly due to COVID-19 lockdowns in China.","seolocation":"telecomnews\/taiwans-foxconn-raises-full-year-outlook-on-strong-tech-demand","seolocationalt":"Taiwan's Foxconn raises full year outlook on strong tech demand","url_seo":"taiwans-foxconn-raises-full-year-outlook-on-strong-tech-demand"},"92479989":{"msid":"92479989","stname":"Mobiles could get cheaper this festive season as companies look to liquidate stock","artsyn":"\"The festive season in H2 2022 is expected to bring in some steep discounts in the Indian market. Online discount sales have increased in Q2 2022, and we expect a renewed push to it in the upcoming quarters,\" said Rajeev Nair, senior analyst, Strategy Analytics that tracks consumer market trends.","seolocation":"telecomnews\/mobiles-could-get-cheaper-this-festive-season-as-companies-look-to-liquidate-stock","seolocationalt":"Mobiles could get cheaper this festive season as companies look to liquidate stock","url_seo":"mobiles-could-get-cheaper-this-festive-season-as-companies-look-to-liquidate-stock"},"91964075":{"msid":"91964075","stname":"Global smartphone shipments to decline 3-3.5% in 2022: Market trackers","artsyn":"IDC has significantly revised its projection from 1.6% growth to a 3.5% decline in shipments, reaching 1.31 billion units, while Counterpoint Research has said the shipments will fall 3% year-on-year to 1.36 billion units this year.","seolocation":"telecomnews\/global-smartphone-shipments-to-fall-3-5-in-2022-amidst-geopolitical-issues-weaker-demand-idc","seolocationalt":"Global smartphone shipments to decline 3-3.5% in 2022: Market trackers","url_seo":"global-smartphone-shipments-to-fall-3-5-in-2022-amidst-geopolitical-issues-weaker-demand-idc"},"91442194":{"msid":"91442194","stname":"India\u2019s smartphone shipments fall 5% in 1Q22; H1 to remain muted: IDC","artsyn":"Xiaomi, Samsung and Realme led the market with shipments of 8.5 million units, 7 million units and 6 million units, respectively, according to the data by IDC.","seolocation":"telecomnews\/indias-smartphone-shipments-fall-5-in-1q22-h1-to-remain-muted-idc","seolocationalt":"India\u2019s smartphone shipments fall 5% in 1Q22; H1 to remain muted: IDC","url_seo":"indias-smartphone-shipments-fall-5-in-1q22-h1-to-remain-muted-idc"},"91282991":{"msid":"91282991","stname":"US smartphone sales decline 6% in Q1, Apple leads","artsyn":"Overall, US smartphone sales were down 6 per cent (on-year) in Q1 2021, according to Counterpoint Research.","seolocation":"telecomnews\/us-smartphone-sales-decline-6-in-q1-apple-leads","seolocationalt":"US smartphone sales decline 6% in Q1, Apple leads","url_seo":"us-smartphone-sales-decline-6-in-q1-apple-leads"},"91234736":{"msid":"91234736","stname":"Smartphone sales drop 14% YoY in China in Q1: Report","artsyn":"According to research firm Counterpoint, the quarter's volumes were close to the levels seen during the severe pandemic-hit first quarter in 2020.","seolocation":"telecomnews\/smartphone-sales-drop-14-yoy-in-china-in-q1-report","seolocationalt":"Smartphone sales drop 14% YoY in China in Q1: Report","url_seo":"smartphone-sales-drop-14-yoy-in-china-in-q1-report"},"91172479":{"msid":"91172479","stname":"Global smartphone market declines 7-11% in Q1; Russia-Ukraine war to affect Q2: Market trackers","artsyn":"Canalys said the market dipped 11% year-on-year to 311.2 million units while Counterpoint Research has pegged the decline at 7% year-on-year to 328 million units in the quarter ended March 31.","seolocation":"telecomnews\/global-smartphone-market-declines-7-11-in-q1-russia-ukraine-war-to-affect-q2-market-trackers","seolocationalt":"Global smartphone market declines 7-11% in Q1; Russia-Ukraine war to affect Q2: Market trackers","url_seo":"global-smartphone-market-declines-7-11-in-q1-russia-ukraine-war-to-affect-q2-market-trackers"}}}}" data-news-images="[{"msid":"83624337","msname":"smartphones","msnameseo":"smartphones","mediatype":"21","artdate":"2021-06-07 13:25:00.0","caption":""}]" data-newsletter-by="0" data-newsletter-date="a" data-hasbottomcarousel="" data-alldetailsopen="0" data-multipleanalyticshit="" data-deeplink="https://ettelecom.app.link?$deeplink_path=" data-socialshareformat="default">
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