Smartphone Shipments Suffer the Largest-Ever Decline with 18.3% Drop in the Holiday Quarter and a 11.3% Decline in 2022, According to IDC Tracker

NEEDHAM, Mass.–(BUSINESS WIRE)–#Android–Worldwide smartphone shipments declined 18.3% year over year to 300.3 million units in the fourth quarter of 2022 (4Q22), according to preliminary data from the International Data Corporation (IDC) Worldwide Quarterly Mobile Phone Tracker. The drop marks the largest-ever decline in a single quarter and contributed to a steep 11.3% decline for the year. 2022 ended with shipments of 1.21 billion units, which represents the lowest annual shipment total since 2013 due to significantly dampened consumer demand, inflation, and economic uncertainties. This tough close to the year puts the 2.8% recovery expected for 2023 in serious jeopardy with heavy downward risk to the forecast.

“We have never seen shipments in the holiday quarter come in lower than the previous quarter. However, weakened demand and high inventory caused vendors to cut back drastically on shipments,” said Nabila Popal, research director with IDC’s Worldwide Tracker team. “Heavy sales and promotions during the quarter helped deplete existing inventory rather than drive shipment growth. Vendors are increasingly cautious in their shipments and planning while realigning their focus on profitability. Even Apple, which thus far was seemingly immune, suffered a setback in its supply chain with unforeseen lockdowns at its key factories in China. What this holiday quarter tells us is that rising inflation and growing macro concerns continue to stunt consumer spending even more than expected and push out any possible recovery to the very end of 2023.”

“We continue to witness consumer demand dwindle as refresh rates climb past 40 months in most major markets,” said Anthony Scarsella, research director with IDC’s Worldwide Quarterly Mobile Phone Tracker. “With 2022 declining more than 11% for the year, 2023 is set up to be a year of caution as vendors will rethink their portfolio of devices while channels will think twice before taking on excess inventory. However, on a positive note, consumers may find even more generous trade-in offers and promotions continuing well into 2023 as the market will think of new methods to drive upgrades and sell more devices, specifically high-end models.”

Top 5 Companies, Worldwide Smartphone Shipments, Market Share, and Year-Over-Year Growth, Q4 2022 (Preliminary results, shipments in millions of units)

Company

4Q22 Shipment Volumes*

4Q22 Market Share*

4Q21 Shipment Volumes

4Q21 Market Share

Year-Over-Year Change*

1. Apple

72.3

 

24.1%

 

85.0

 

23.1%

 

-14.9%

 

2. Samsung

58.2

 

19.4%

 

69.0

 

18.8%

 

-15.6%

 

3. Xiaomi

33.2

 

11.0%

 

45.0

 

12.2%

 

-26.3%

 

4. OPPO

25.3

 

8.4%

 

30.1

 

8.2%

 

-15.9%

 

5. vivo

22.9

 

7.6%

 

28.3

 

7.7%

 

-18.9%

 

Others

88.3

 

29.4%

 

110.2

 

30.0%

 

-19.8%

 

Total

300.3

 

100.0%

 

367.6

 

100.0%

 

-18.3%

 

Source: IDC Worldwide Quarterly Mobile Phone Tracker, January 25, 2023

Top 5 Companies, Worldwide Smartphone Shipments, Market Share, and Year-Over-Year Growth, CY2022 (Preliminary results, shipments in millions of units)

Company

2022 Shipment Volumes*

2022 Market Share*

2021 Shipment Volumes

2021 Market Share

Year-Over-Year Change*

Samsung

260.9

 

21.6%

 

272.1

 

20.0%

 

-4.1%

 

Apple

226.4

 

18.8%

 

235.8

 

17.3%

 

-4.0%

 

Xiaomi

153.1

 

12.7%

 

191.0

 

14.0%

 

-19.8%

 

OPPO

103.3

 

8.6%

 

133.6

 

9.8%

 

-22.7%

 

vivo

99.0

 

8.2%

 

128.3

 

9.4%

 

-22.8%

 

Others

362.7

 

30.1%

 

399.1

 

29.3%

 

-9.1%

 

Total

1205.5

 

100.0%

 

1359.8

 

100.0%

 

-11.3%

 

Source: IDC Worldwide Quarterly Mobile Phone Tracker, January 25, 2023

Notes:

  • Data are preliminary and subject to change.
  • Company shipments are branded device shipments and exclude OEM sales for all vendors.
  • The “Company” represents the current parent company (or holding company) for all brands owned and operated as a subsidiary.
  • Figures represent new shipments only and exclude refurbished units.

About IDC Trackers

IDC Tracker products provide accurate and timely market size, vendor share, and forecasts for hundreds of technology markets from more than 100 countries around the globe. Using proprietary tools and research processes, IDC’s Trackers are updated on a semiannual, quarterly, and monthly basis. Tracker results are delivered to clients in user-friendly Excel deliverables and on-line query tools.

For more information about IDC’s Worldwide Quarterly Mobile Phone Tracker, please contact Jackie Kliem at 508-988-7984 and jkliem@idc.com.

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International Data Corporation (IDC) is the premier global provider of market intelligence, advisory services, and events for the information technology, telecommunications, and consumer technology markets. With more than 1,300 analysts worldwide, IDC offers global, regional, and local expertise on technology, IT benchmarking and sourcing, and industry opportunities and trends in over 110 countries. IDC’s analysis and insight helps IT professionals, business executives, and the investment community to make fact-based technology decisions and to achieve their key business objectives. Founded in 1964, IDC is a wholly owned subsidiary of International Data Group (IDG), the world’s leading tech media, data, and marketing services company. To learn more about IDC, please visit www.idc.com. Follow IDC on Twitter at @IDC and LinkedIn. Subscribe to the IDC Blog for industry news and insights.

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Contacts

Nabila Popal

npopal@idc.com
+1 508-872-8200

Anthony Scarsella

ascarsella@idc.com
+1 508-935-4712

Ryan Reith

rreith@idc.com
+1 508-935-4301

Michael Shirer

press@idc.com
+1 508-935-4200

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