A surging Motorola and Google show huge improvements in Q1 North American phone shipments
Apple widens its lead over Samsung in North America during the first quarter
Apple, Samsung, and Lenovo were the top three smartphone shippers in North America during the first quarter
Canalys Analyst Brian Lynch said, “The North American smartphone market has been buoyed by Apple’s strong growth. This quarter, the iPhone 13’s high popularity was the key driver. With global demand more uncertain, Apple has shifted more devices back into North America after prioritizing other regions in Q4 2021, allowing it to greater fulfill demand and deliver on backorders from the previous quarter.”
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What he is saying is that while the iPhone SE 3 doesn’t support the fastest mmWave 5G spectrum, high-band service is nearly impossible to find and the model does connect to more accessible C-band and sub-6GHz spectrum.
And thanks to the Pixel 6 series, Google was the fifth largest shipper of phones in North America during the first quarter. Canalys shows that Google delivered 1.2 million Pixels in North America during the first quarter, a 380% hike from the 200,000 Pixel models shipped in the continent during the first quarter last year. Google had a 3% market share in North America during Q1 2022 compared to the 1% share it recorded during the 2021 first quarter.
Canalys Research Analyst Runar Bjørhovde stated that “Google is on the offensive to take market share, building on its wide carrier presence and unprecedented investment in the Pixel brand, both on traditional advertising campaigns and a new NBA partnership. It focused on the Pixel 6 in Q1 but will look to expand further in the rest of the year, with a recently launched portfolio including the upcoming Pixel 7 flagship, affordable Pixel 6a, Pixel Watch and Pixel Buds.”
Canalys’ Lynch summed up the quarter for smartphones in North America by noting, “High inflation places an enormous amount of pressure on carriers in North America as rate increases will be necessary. Heavy discounting and high trade-in values are being used to lure in and retain customers for the region’s biggest telcos, easing pressure on the high-end smartphone market.”
Lynch summed up the market by saying that “supply will remain a key bottleneck for the top vendors in the upcoming quarter, but North America will continue to be a priority and is likely to maintain healthy supply levels. The North American market is well placed to avoid any significant volatility in shipments despite the uncertain outlook of its economy.”