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Musing-Weekly Newsletter

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Latin America’s Q220 Smartphone Shipments Down 36% Y/Y
 
Q220 was a very poor moth with smartphone shipments down Y/Y by 15.5% and all the regions down as well. Last week , we provided a breakdown of China, the US, and India.  Thanks to Counterpoint, we have added the Latin America shipments in Q220.
 
Table 1: Q220 Global Smartphone Shipments and Growth by Region
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Table 2: Q220 Latin American Smartphone Shipments, Share, Growth
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​Global shipments of the iPhone 12 lineup are expected to total 63-68 million in the second half of 2020, a reduction of over five million units compared to the amount shipped for the iPhone 11 lineup, according to DigiTimes Research. The projection is based on a four to six weeks lag behind original schedules affected by the coronavirus pandemic.  In addition to adding a dark blue model, for the first time, Apple is upgrading camera modules, displays and communications modules. While all new iPhone products will come with facial ID functionality and support mmWave 5G technology, the top-end model of the iPhone 12 lineup will be equipped with a ToF camera and the wide-angel lens of its rear camera will also come with sensor-shift optical image stabilization functionality. Foxconn Electronics and Samsung Display are the major beneficiaries of the iPhone supply chain, as the former remains the primary supplier of smartphone frames and assembler of the new iPhone products, and the latter is the exclusively supplier for a variety of AMOLED panels.
 

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