\"\"
<\/span><\/figcaption><\/figure>New Delhi: Smartphone sales<\/a> are set to take a sharper hit in the coming weeks with restrictions being announced in Delhi as well, adding to Mumbai, the top two metros accounting for 20% of India’s overall smartphone market. But market trackers say the bigger fear is of a lockdown in Noida, which would lead to a far bigger negative impact on the industry, as the region accounts for 60% of the smartphone production in India.

For now, the lockdowns in Mumbai and Delhi would hurt the premium segment of
devices<\/a> more, a segment that has been the fastest growing category—between 70% and 100%—for the past three quarters.

“We will fall short of 50% of our targets for April, and this is worrisome at a time when
Apple<\/a> products are immensely in demand,” a manager at an Apple<\/a> store in South Delhi said. “Even in a non-festive month like April, we were selling 4-5 iPhones on weekdays and around 10-11 on weekends on average.”

Market tracker firms are wary of the economic impact on customers, which may not bring back demand of smartphones for another three-four months, or until the festive season, even if restrictions ease out.

Based on preliminary analysis of restrictions across India,
Counterpoint<\/a> has lowered its shipment forecast for the April-June quarter by 5 million, to 32-34 million shipments.

“We had already factored in the loss of shipments in Covid hotspots as of now, but the biggest setback would be a lockdown in Noida, which accounts for 60% smartphone production in India,” said Tarun Pathak, director of research at
Counterpoint Research<\/a>.

“With global supply chain hurdles lurking upon brands, a production shutdown in Noida could seriously impact the likes of Oppo, Vivo, Realme, OnePlus,
Samsung<\/a> and Lava<\/a> etc,” he said.

Offline smartphone retailers expect another round of job losses, inventory pile up and increased debt in 2021. There are close to 10,000 mom-and-pop mobile stores, besides 100-200 multi-brand retail outlets in Delhi.

Read also<\/h4>
<\/a><\/figure>
Maharashtra lockdown may wipe out 9-month recovery of offline smartphone retail<\/a><\/h5><\/div>
<\/a><\/figure>
Premium smartphone segment may face brunt of Delhi lockdown<\/a><\/h5><\/div><\/div><\/div>
“Delhi is one among the biggest cities for the smartphone market. We believe the lockdown impact will lurk beyond the six-day lockdown in offline stores due to piling inventory, increased operational debt besides there will be another round of job losses in the sector,” said Arvinder Khurana, national president, All-India Mobile Retailers Association.

“Fortunately, state governments are taking cognisance of the fact that e-commerce firms cannot deliver non-essentials. But these companies are lobbying hard for the government to allow delivery of mobile phones as essentials because that constitutes 50% of their topline.”

As it is, due to the global component shortage, brands are also finding it increasingly difficult to control the bill of materials of handsets and are set to increase prices by 10-15% for customers in the coming weeks. This may further hit demand of the lower spectrum of
devices<\/a>, priced below Rs 15,000, as customers delay purchases.

But Navkender Singh, research director at
IDC India<\/a>, was optimistic.

“Learnings from 2020 show that lockdown creates pent-up demand, which plays out in the later quarters,” said Singh. “We are still optimistic about a record-breaking second half of the year.”
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智能手机销量将大打后更限制在德里,孟买

目前,锁定在孟买和德里的溢价部分会损害设备,已经增长最快的一段介于70%和100%——过去三个季度。

Himanshi Lohchab
  • 发布于2021年4月20日08:55点坚持
阅读: 100年行业专业人士
读者的形象读到100年行业专业人士
新德里消息:智能手机销售将在未来几周做出更明确的打击和限制被宣布在德里,添加到孟买,印度两大地铁占20%的智能手机市场。但市场追踪者说的更大的担心是锁定在诺伊达,这将导致更大的负面影响,该地区占60%的智能手机在印度生产。

目前,孟买和德里的封锁会损害溢价部分设备增长最快,一段是介于70%和100%——过去三个季度。

广告
“我们将低于4月50%的目标,这是令人不安的时候苹果产品需求巨大,”经理苹果商店在南德里说。“即使在non-festive月喜欢四月,我们销售iphone 4 - 5在工作日和周末在年级平均”。

市场跟踪公司持谨慎态度对顾客的经济影响,这可能不是带回三四个月智能手机的需求,或者直到节日期间,即使放松了限制。

初步分析的基础上在印度的限制,对位法4 - 6月季度发货预测下调了500万年,尺码百万出货。

“我们已经在发货的损失考虑Covid热点到目前为止,但最大的挫折是锁定在诺伊达,占60%的智能手机生产在印度,”塔伦帕沙克说,研究主管对比研究

潜伏在品牌与全球供应链的障碍,诺伊达的生产停工可能严重影响相对应的人,体内,Realme, OnePlus,三星熔岩等,”他说。

离线智能手机零售商希望新一轮的裁员,库存堆积和增加债务在2021年。有接近10000小移动的商店,除了100 - 200在德里多品牌零售网点。

读也


“德里是一个智能手机市场的最大的城市之一。我们相信封锁的影响会潜伏在六日封锁在离线商店由于堆积库存,增加操作以外的债务将会有新一轮的裁员的部门,“说arvind Khurana认为,国家总统,印手机零售商协会。

广告
“幸运的是,政府正在采取认知的事实扔掉电子商务公司不能提供。但这些公司正努力游说政府允许交付构成的手机作为生活必需品,因为50%的背线。”

,由于全球组件短缺,品牌也发现越来越难以控制手机的材料清单和价格将增加10 - 15%的客户在未来几周。这可能会进一步打击需求的低频谱设备,价格低于15000卢比,因为客户推迟购买。

但Navkender辛格,研究主管国际数据公司(IDC)印度是乐观的。

“学习从2020年表明,锁定创建被压抑的需求,因为在后来的季度,”辛格说。“我们仍乐观一个破纪录的今年下半年。”
  • 发布于2021年4月20日08:55点坚持

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\"\"
<\/span><\/figcaption><\/figure>New Delhi: Smartphone sales<\/a> are set to take a sharper hit in the coming weeks with restrictions being announced in Delhi as well, adding to Mumbai, the top two metros accounting for 20% of India’s overall smartphone market. But market trackers say the bigger fear is of a lockdown in Noida, which would lead to a far bigger negative impact on the industry, as the region accounts for 60% of the smartphone production in India.

For now, the lockdowns in Mumbai and Delhi would hurt the premium segment of
devices<\/a> more, a segment that has been the fastest growing category—between 70% and 100%—for the past three quarters.

“We will fall short of 50% of our targets for April, and this is worrisome at a time when
Apple<\/a> products are immensely in demand,” a manager at an Apple<\/a> store in South Delhi said. “Even in a non-festive month like April, we were selling 4-5 iPhones on weekdays and around 10-11 on weekends on average.”

Market tracker firms are wary of the economic impact on customers, which may not bring back demand of smartphones for another three-four months, or until the festive season, even if restrictions ease out.

Based on preliminary analysis of restrictions across India,
Counterpoint<\/a> has lowered its shipment forecast for the April-June quarter by 5 million, to 32-34 million shipments.

“We had already factored in the loss of shipments in Covid hotspots as of now, but the biggest setback would be a lockdown in Noida, which accounts for 60% smartphone production in India,” said Tarun Pathak, director of research at
Counterpoint Research<\/a>.

“With global supply chain hurdles lurking upon brands, a production shutdown in Noida could seriously impact the likes of Oppo, Vivo, Realme, OnePlus,
Samsung<\/a> and Lava<\/a> etc,” he said.

Offline smartphone retailers expect another round of job losses, inventory pile up and increased debt in 2021. There are close to 10,000 mom-and-pop mobile stores, besides 100-200 multi-brand retail outlets in Delhi.

Read also<\/h4>
<\/a><\/figure>
Maharashtra lockdown may wipe out 9-month recovery of offline smartphone retail<\/a><\/h5><\/div>
<\/a><\/figure>
Premium smartphone segment may face brunt of Delhi lockdown<\/a><\/h5><\/div><\/div><\/div>
“Delhi is one among the biggest cities for the smartphone market. We believe the lockdown impact will lurk beyond the six-day lockdown in offline stores due to piling inventory, increased operational debt besides there will be another round of job losses in the sector,” said Arvinder Khurana, national president, All-India Mobile Retailers Association.

“Fortunately, state governments are taking cognisance of the fact that e-commerce firms cannot deliver non-essentials. But these companies are lobbying hard for the government to allow delivery of mobile phones as essentials because that constitutes 50% of their topline.”

As it is, due to the global component shortage, brands are also finding it increasingly difficult to control the bill of materials of handsets and are set to increase prices by 10-15% for customers in the coming weeks. This may further hit demand of the lower spectrum of
devices<\/a>, priced below Rs 15,000, as customers delay purchases.

But Navkender Singh, research director at
IDC India<\/a>, was optimistic.

“Learnings from 2020 show that lockdown creates pent-up demand, which plays out in the later quarters,” said Singh. “We are still optimistic about a record-breaking second half of the year.”
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