In Q4, 5G Smartphones in the U.S. accounted for 65% of Sales thanks to the iPhone 12’s Success

A brand new report by Counterpoint as we speak states that the US smartphone market confirmed additional resilience throughout December, constructing on development momentum via the fourth quarter to submit sell-through much like final yr. The standout story for This autumn 2020 was undoubtedly 5G.

 

In line with Counterpoint Analysis’s Month-to-month Market Pulse Report, December US smartphone gross sales got here in at 14.9m, in-line with December 2019. Apple drove the market and elevated its share of gross sales by virtually one third, offsetting vital YoY declines by virtually all main distributors besides Samsung.

 

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Jeff Fieldhack, Director of US Cellular Gadgets and Service Methods at Counterpoint: “Apple and Samsung have been the one distributors to carry out effectively on a YoY foundation, however we noticed LG, OnePlus and others enhance MoM, buoyed by the recognition of flagship gadgets in the course of the vacation season. Not solely did carriers have nice trade-in and free system offers, however there was plenty of advertising round 5G, with many promotions providing subscriptions to companies like Disney+, ESPN+, Hulu, HBO Max and different media.”

 

Counterpoint’s Senior Analyst Maurice Klaehne: “The shift to 5G is occurring, making these kinds of content material bundles a viable technique for cellular operators. It has helped energize the smartphone market, with 5G system gross sales now making up round 65% of all smartphones offered within the US. It’s serving to elevate general ASPs and, after all, system specs.”

 

Promote-through of the premium ($600-800) and super-premium (above $800) finish of the market grew by a mixed 54% YoY in December to account for nearly two thirds of the general market.

 

Mr. Klaehne additionally added, “Customers’ {hardware} preferences additionally moved up in the direction of larger and higher shows, increased reminiscence and processing capability, and triple and quad digital camera set-ups. We’re seeing many of those developments play out globally, however they’ve been particularly pronounced right here within the US.”

 

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3 X M1

 

In a second report, Counterpoint’s Ritesh Bendred had an opportunity to check out the MacBook Air M1 and he was moderately impressed. It isn’t a technical overview. It merely conveys the message that the M1 MacBook Air is spectacular and can solely get higher over time.

 

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