Overview:
This is the excel report that shows the monthly global sell in vs sell through for handset and smartphone.
Global sell through increased 3% MoM to 136M units. China continues to recover. India and Latin America experienced good growth as demand recovers. Western Europe continues to show a strong recovery. Sales during the month of June and August showed better growth than the same period last year. Smartphone sales are showing resilience.
Global handset sell in was 144M as Chinese brands like Huawei actively shipped smartphones ahead of the sanctions as well as procure key components. Xiaomi and Oppo rushed to fill in any gaps Huawei may leave open.
Author: Varun Mishra
Published Date: September 2020