US smartphone shipments grew 8% year-over-year (YoY) in quarter 4 (This autumn) of 2023, based on Counterpoint Analysis’s Market Monitor knowledge.
The analysis group says that this was primarily as a result of Apple’s sell-in rebounding strongly from the earlier yr’s COVID-19-induced manufacturing unit shutdowns that brought on manufacturing disruptions. Android sell-in declined over the identical interval, because the sub-$300 phase noticed declining demand.
“This autumn is normally very sturdy for Apple given the robust demand for iPhones through the vacation gross sales,” says Jeff Fieldhack, Counterpoint’s analysis director for North America. “All through 2023, Apple made inroads in pay as you go with its N-2 or N-3 units, promoting the iPhone 12 or iPhone 11 at very lowered costs, which additionally helped it develop its market share on this phase.”
Concerning Android shipments, Senior Analyst Maurice Klaehne says, “Whereas This autumn noticed a slowdown in premium gross sales, it was the sub-$300 phase that noticed the most important declines. Pay as you go-to-postpaid migration continues to be sturdy and cable gamers like Comcast’s Xfinity Cell and Constitution Communications’ Spectrum Cell are getting robust net-adds. Pay as you go improve eligibilities have gone from 90 days to as excessive as one year. All these elements contribute to decrease demand for pay as you go smartphones.”