In the first quarter of 2022, smartphone shipments in North America increased by 3.7% year-on-year to 39 million Thanks to the strong market demand for iPhone 13, Apple's smartphone shipments increased by 19% and its market share reached 51%. With its latest S-Series and A-Series mobile phones, Samsung has met the needs of medium and high-end consumers, increasing its shipments by 1% and its market share to 27%.
Motorola performed well in the fourth quarter of 2021. It can also be seen that the company is committed to completely replacing LG's previous share in operators, and has received corresponding returns with stable supply. TCL and Google are among the top five, with market shares of 4% and 3% respectively.
Brian Lynch, analyst at canalys, said: "Apple The strong growth of has driven the North American smartphone market. This quarter, iPhone The popularity of 13 is the key driving factor. Due to the increasingly uncertain global demand situation, Apple has transferred more equipment back to North America after giving priority to supply to other regions in the fourth quarter of 2021, so that it can better meet the demand and deliver the undelivered orders in the previous quarter. In addition, the release of the latest iPhone se also provides an affordable choice for many loyal IOS users in North America. Although it does not support millimeter wave, operators have been increasing investment in C-band and sub-6ghz spectrum, which will provide opportunities for iPhone se to achieve market growth in the next few quarters.
Runar BJ ø rhovde, analyst at canalys research, said: "Last year, Motorola replaced LG and became the third largest brand in North America. Motorola took advantage of its extensive operator business, especially its cooperation with prepaid operators and mid-range operators, and quickly took advantage of new opportunities. At the same time, it also established new supply partnerships. Based on its extensive operator business and its first strong investment in pixel brand, Google relied on its traditional advertising business and its new NBA partnership , is also launching an offensive to seize market share. In the first quarter, Google focused on the release of pixel 6, but it will further expand its product portfolio in the coming time. The recently launched product portfolio includes the upcoming pixel 7 flagship, the high-quality and cheap pixel 6a, pixel watch and pixel buds headset. "
Lynch said: "Inflation has put enormous pressure on North American operators, who will have to raise their prices. In order to attract and retain more local users for the telecom giants in the region as much as possible, the market will use large discounts and high discounts to alleviate the pressure on the high-end smartphone market. In the next quarter, the supply problem will still be a key bottleneck for top manufacturers, but North America will still be a priority supply area and may remain stable Healthy and good supply level. Although the economic outlook of the North American market is full of uncertainty, the market is fully capable of avoiding any significant fluctuations in shipments. "
