America bucks global smartphone decline with help from Apple • The Register

America bucks global smartphone decline with help from Apple • The Register


Smartphone markets around the world are declining, but it seems that this news has not reached North America, where the market grew by 4 percent in the first quarter of 2022.

Technology market analysis firm Canalys reported that smartphone makers shipped a total of 39 million units to North America in the first quarter of 2022, most of which were driven by Apple, which experienced 19% growth in the first quarter to reach 51% of the U.S. smartphone market. Canada and Mexico.

Apple may lead the quarter in terms of shipping and market share, but Google was the leader in growth: it added 380 percent to its U.S. market share from the first quarter of 2021 to the first quarter of 2022. Still, that only brought her to 3 percent of the market, putting her in fifth place.

Canalys analyst Runar Bjørhovde says Google will be on the offensive in the near future, “based on its broad presence of operators and an unprecedented investment in the Pixel brand.”

Ahead of Google, but behind Apple, is Samsung, with 27 percent of the market but only one percentage point year-on-year growth. Lenovo ranks third with 10 percent of the U.S. market thanks to its Motorola ownership and added 56 percent to its year-over-year market share according to the Canalys report.

TCL, the only listed company that has lost market share (21%), sat just above Google with 4% of the market. TCL is licensed to manufacture devices with the Blackberry and Palm names, as well as to sell its own devices.

The American anomaly

While 4% is not a big growth, it is much more than the global smartphone market as a whole, which fell 11% in the first quarter of 2022, Canalys said. Looking at each region, Greater China, unsurprisingly, saw the largest drop in shipments, which Canalys analyst Toby Zhu attributes to half the fall in the global smartphone market.

Zhu cited the pandemic, blockages and supply chain problems as the causes of the fall of China, but did not mention US sanctions as a contributing factor. Sanctions were blamed for the recent collapse of China’s smartphone market as recently as in January this year.

According to Canalys, only Apple had positive annual growth in the global smartphone market in the first quarter of 2022, while Xiaomi, OPPO, vivo and others showed double-digit falls.

Inflation for you

Canalys’ Brain Lynch said record inflation will continue to put pressure on US operators, but said device prices are unlikely to rise, only service tariffs. “Big discounts and high exchange rates are being used to attract and retain customers from the region’s largest telecommunications companies, reducing pressure on the high-end smartphone market,” Lynch said.

Supply chain disruptions, which continue to affect the world, will be as much a bottleneck for smartphone makers in the coming months as they have been, Lynch said, but he doesn’t expect the continent to see many interruptions in shipments, that’s where the money is, and he cited Apple as a good example.

“With more uncertain global demand, Apple has relocated more devices to North America after prioritizing other regions in the fourth quarter of 2021, allowing it to better meet demand and deliver late orders from the previous quarter.” , said Lynch.

While this strategy may hurt the rest of the world for the higher-spending U.S. market, it seems at least sensible: After all, Apple is the only company to grow its smartphone business. the first quarter. ®



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