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Musing-Weekly Newsletter

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Q121 Smartphone Shipments Expected to be Up 45% Y/Y
 
Global smartphone shipments grow nearly 45% Y/Y to 340 million units in the first quarter of 2021, driven by robust sales of Apple's iPhone 12 Pro and iPhone Pro Max as well as a ramp-up in shipments by Chinese brands to grab the market share relinquished by Huawei.
 
Apple's iPhone shipments are expected to total over 67 million units in first-quarter 2021, having seen such shipments reach over 90 million units a quarter earlier. Apple would be the top vendor for a six-month period that ends March 31, 2021, with total shipments of over 150 million units, up 38% from the same period of a year earlier. Samsung Electronics is expected to remain in the #2 position and see its shipments decline slightly in the six months, or roughly 60-65 million units each for fourth-quarter 2020 and first-quarter 2021. Xiaomi will be in third place with its shipments totaling 90 million units in the six months, representing an increase of over 80% from a year earlier. Huawei will ship less than 30 million smartphones to be in sixth place in the first quarter of 2021. Global shipments of 5G-enabled phones are expected to reach over 600 million units in 2021 compared to 280 million units shipped a year earlier. Digitimes research reported similar results.
 
Table 1:Forecasted Q132 Smartphone Shipments, Share, Growth 
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