China Smartphone Sales Decline for 10 Consecutive Weeks in H1 2022

• From the end of January smartphone sales began to decline YoY as the Chinese government strengthened quarantine measures.
• Again, at the end of March, sales fell further as a lockdown of major cities began. However, the Chinese consumer sentiment picked up during the Labor Day holiday, so we expect to see some recovery.

• Major brands couldn’ t avoid this overall market contraction. Major Chinese smartphone brands, except Honor, failed to avoid the impact and their sales declined YoY.?

Thales & G+D Maintain Leadership in Global eSIM Management Landscape

• More than six billion eSIM (eUICC- and iUICC-based) capable devices will be shipped cumulatively in the next five years.?

• Thales has led Counterpoint’s CORE Scorecard for the third time running. It is also the only player to have deployed more than 300 platforms worldwide.
• G+D is one of the pioneers of eSIM solution and offers an end-to-end solution for its customers. G+D has also secured?more than 250 eSIM management deployments which demonstrates its success in the market.
• The leaders are followed by specialists IDEMIA , Truphone , Workz, Oasis Smart SIM, and Valid.

500-mn Installed Base: Xiaomi Joins Samsung, Apple; What next?

• Xiaomi crossed the 500-million smartphone installed base mark early in the quarter to join Samsung and Apple in the elite club.
• Xiaomi has been a leading force in going beyond China to seek more growth potential as the home market has become mature.

• Xiaomi’s successful global expansion is especially obvious in India and Europe where it was among the top three biggest OEMs in Q1 2022.

Theoretically, Xiaomi’s large user base can (1) help the company branding develop further if products match or exceed expectations, (2) give Xiaomi more opportunities to monetize the traffic on its smartphones and (3) allow the company to effectively cross-sell other IoT products such as TWS and smartwatch.

Qualcomm Dominates Premium Android Smartphone Chip Market in Q1 2022

• MediaTek led the Android smartphone SoC market in 2021 with 44% share, followed by Qualcomm with 35%.
• Qualcomm ’s focus on the premium smartphone segment (>$500) has helped it to grow revenues.
• MediaTek ?dominates the low-mid tier wholesale price segment ($100-$299), driven by its Dimensity 700 and Dimensity 900 series.
• MediaTek has entered the premium segment with the Dimensity 9000 series, but the sales will only start to pick up in Q2 2022.