Shulou(Shulou.com)11/24 Report--

Thanks to CTOnews.com netizens SNOS Snow and iasky for the clue delivery! CTOnews.com, Nov. 13, according to Canalys official account, Canalys said today that the US smartphone market fell 5% year-on-year to 31 million units in the third quarter of 2023, continuing the downward trend.

However, Canalys noted that due to the launch of Apple's iPhone 15 / Pro series of phones and promotions by operators to upgrade high-end devices, the US smartphone market was down from a year earlier, but grew 21% month-on-month.

In terms of shipments, CTOnews.com learned from Canalys data that Apple and Samsung ranked first and second in terms of shipments:

Apple remained number one, with shipments falling slightly 8 per cent to 17.2 million units.

Samsung's shipments rebounded slightly from the second quarter to 6.8 million, and its new foldable phones performed well, accounting for more than 20 per cent of shipments.

Motorola posted its best quarterly performance since the second quarter of 2022, with a 9 per cent market share and shipments up 14 per cent year-on-year.

TCL and Google Pixel ranked the top five, each with a 4 per cent market share and shipments of 1.3 million and 1.2 million respectively.

"although the US market is stabilizing and marginal improvement is expected in the fourth quarter, it is still difficult to see a positive rise," said Runar Bj ø rhovde, an analyst at Canalys. The wireless communication industry has been in the doldrums for a long time, which has affected the promotion and subsidy of equipment. Despite the strong performance of first-tier operators in terms of net increase in post-paid subscribers and upgrade rates, device sales are still lower than last year. Operators focus on driving service revenue through flexible plans and measures to maintain customers. They remain cautious about the big boost in the third quarter, which will continue into the fourth quarter and the holiday season. "

Zhou Lexuan, an analyst at Canalys official account Canalys at ▲ Tuyuan, believes that the iPhone 15 series outperformed in September 2023, accounting for 34% of all iPhone sales in the United States. Annual updates to the iPhone series remain the focus of all operators to attract replacement groups, even for small challengers such as Boost Infinite.

However, fewer stock users choose to upgrade to the latest models. On the contrary, the trend of buying older models, refurbishing machines or prolonging the replacement cycle is becoming more and more obvious.

Canalys believes that it is urgent for Apple to adjust its product mix, marketing strategy and operator cooperation to deal with these changes in consumer behavior, and Apple's performance in the US market may affect Apple's global strategy and ambitions.

As the US market stabilizes, Canalys expects the market to achieve a modest recovery in 2024. The adjustment of operators in 2023 may open the curtain of great changes in the market channel pattern, prompting manufacturers to prepare immediately.

▲ image source Canalys official account reference

In the third quarter of 2023, the US smartphone market grew month-on-month ahead of the holiday season.

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