Smartphone shipments from original design manufacturers/independent design houses (ODMs/IDHs) declined by 6% year-on-year (YoY) in the first half of the year (1H23), according to Counterpoint Technology Market Research’s latest Global Smartphone ODM Report and Tracker.

According to Senior Research Analyst Shenghao Bai, the YoY decline in was driven by Samsung, Xiaomi and Lenovo Group’s weak performance. Fortunately, vivo, HONOR and Transsion Group’s rise offset part of the decline.

Meanwhile, Huaqin, Longcheer and Wingtech continued to dominate the competitive landscape of the global smartphone ODM/IDH industry in 1H23. The companies, also known as the ‘Big 3,’ accounted for 76% of the global ODM/IDH smartphone market in the first half of 2023.

Global Smartphone ODM/IDH Vendors’ Shipment Shares, H1 2023

A chart showing the global smartphone ODMIDG shipment shares in H1 2022 vs H1 2023

“The ‘Big 3’ witnessed declines in the first half. Huaqin experienced a relatively smaller decrease and took the leading position. Longcheer’s shipments were impacted by Xiaomi’s performance but eased by the soaring orders from vivo. Wingtech saw similar declines as Longcheer but still received modest orders from Samsung, Xiaomi and OPPO Group,” said Senior Research Analyst Ivan Lam.

Bai added, “In Tier 2 ODMs, Tinno’s shipments continued to grow steadily due to its loyal client base of major carriers and local kings. Transsion Group’s good performance has been bringing a concrete boost to MobiWire and Innovatech, which have collaborated with the group for years. Their product offerings and supply chains are giving the group cost and quality advantages in its major target markets.”

“India is now the second-biggest manufacturing hub for mobile phones due to heavy investment from OEMs, ODMs, and companies dealing in components and parts. India is expected to export about 22% of its total assembled mobile phones in 2023. However, China’s manufacturing and supply chain will still maintain its essential role in the longer run,” said Lam.

By: DocMemory
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