Even the latest flagships can’t make Samsung and Google happy in the US

Ryan Haynes / Android Authority

TL; Dr

  • US smartphone sales declined in Q3 2023 compared to Q3 2022.
  • The biggest losers in shipments were TCL, Google and Samsung, followed by Apple with a slight loss.
  • Only Motorola and HMD Global were able to release more phones despite declining consumer demand.

The US smartphone market is dominated by Apple and Samsung, with a host of Google, OnePlus, Motorola, and TCL adding flavor and variety to the market. While the market doesn’t have the most choice, there are still plenty of options for consumers looking to buy a flagship Android phone or a mid-range phone. But consumers don’t seem interested in switching phones, as US smartphone sales fell 19% in the third quarter of 2023.

Cross-examinationThe latest US smartphone shipment market report notes that Samsung, Google, and TCL saw shipments decline by 26%, 37%, and 51% in Q3 2023 compared to Q3 2022, respectively. Even Apple wasn’t spared, down 11%. , mainly attributed to the delay in the launch of the iPhone 15 series, pushing some shipments to the next quarter.

Counterpoint US Smartphone Market Q3 2023

The only winners were Motorola and Nokia HMD, with 31% and 17% increases respectively in the quarter compared to the same period last year.

According to research analysts, despite strong promotions by operators, consumer demand for smartphones has remained low. Consumers prefer to keep their devices for longer rather than jump to upgrade. This has been attributed to improved durability and stronger build quality in phones, marginal upgrades in new releases and an uncertain macroeconomic environment in the US.

The market is expected to rebound for the fourth quarter, but this is seasonal demand driven by holiday shopping. In general, demand is expected to remain lower compared to the same period last year.

Looking at the quarterly data in the infographic above, Apple doesn’t seem to be losing ground in the US market, even if demand has weakened. Its share of total shipments increased in the year at the expense of Samsung and other players. Even Google is getting squeezed. Surprisingly, Motorola has increased its good performance.

Hopefully, consumer demand will expand in the future and OEMs will be able to offer better options to users, as a duopoly or monopoly in the smartphone market is not good for the overall health of the smartphone industry and the pace of innovation.

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