THE GLOBAL SMARTPHONE INDUSTRY

MARKET ANALYSIS IN THE LIGHT OF THE COVID-19 CRISIS

In addition to a comprehensive view of the sector's environment and demand (macroeconomic factors, technological developments, etc.), the study provides our exclusive analysis of the past evolution of the global smartphone industry and its prospects. In particular, it outlines the impact of the health crisis and the lessons to be learned from the current situation.

DESCRIPTION OF COMPANIES DEVELOPMENT AXES

Innovation, diversification, segmentation of the offer, development of 5G mobiles but also internationalisation: the report details the growth levers prioritised by the world leaders in the smartphone industry, after analysing their main strengths and weaknesses.

EXPLANATION OF THE CHANGES IN THE COMPETITIVE LANDSCAPE

This report also provides an individualised and aggregated financial analysis of the operators' financial performance. In particular, it deciphers the evolution of sales and operating profit rate for the analysed companies.

1. SUMMARY AND KEY PAGES OF THE REPORT

• The summary provides all the elements needed to understand the major trends in the sector and foreseeable developments, drawing on analyses of the market outlook and the strategies of the companies.

2. MARKET FUNDAMENTALS

• Key figures and trends in the smartphone industry

• Simplified value chain of the smartphone industry

• Main suppliers

• Distribution channels

• The weight of smartphones in the electronics industry

• Sales by region

3. THE MARKET AND LEADERS' ACTIVITY

SECTORAL ENVIRONMENT

• Overview (PESTEL analysis)

• Economic factors

• Socio-demographic trends

• The technology

• The role of public authorities

THE GLOBAL SMARTPHONE MARKET

• Internet usage and dissemination

• Active smartphone users

• Mobile phone subscriptions

• The rate of smartphone ownership

• Smartphones' life span

• Smartphone sales in volume

• Smartphone sales by value

THE PRICES

• Smartphone sales by price range

• Smartphone sales prices by region

ACTIVITY AND LEADERS' PERFORMANCES

• Leaders' cumulative revenue (201-20205)

• Leaders' rankings by revenue

• Leaders' aggregate operating profit rate

• Leaders' ranking by operating profit rate

• Individualised activity and performances

4. COMPETITION AND LEADERS' STRATEGIES

COMPETITIVE ENVIRONMENT

• Overview (Porter's strengths)

• Intra-sectoral competition

• Threat of new entrants

• Bargaining power of customers

• Bargaining power of suppliers

LEADERS' STRATEGIES

• Overview

• R&D investments

• Ecosystem development

• Deployment of the 5G offer

• Positioning on new technologies

• Vertical integration

• Horizontal integration

• Segmentation of the offer

• Internationalisation

• With examples, tables and case studies (SAMSUNG, XIAOMI, APPLE, HTC, HUAWEI, etc.)

5. FORCES AT WORK

• Ranking of the 10 world leaders in the global smartphone industry

• Key performance indicators of the 10 leaders (revenue growth and EBIT rate)

• SWOT analysis of the 10 leaders

• Leader's profiles