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Smartphone sales data: 5G not helping, and what the trend means

Update on smartphone sales from Gartner — Worldwide smartphone sales to end-users totaled 366 million units in the third quarter of 2020, down 5.7% from the third quarter of 2019.  This is down 8.7% year over year.   This is after two consecutive quarters of a decline of 20%, and quarterly smartphone sales have started to recover – although are notably still weaker compared to the same time period in 2019.

Why do we care?

Just a datapoint on the road here.  I’m watching this mobile computing market – calling it smartphone seems to limit one’s perspective – as an indicator of customer spending as well as understanding the larger computing ecosystem.

It’s getting better, but so far, the surge based on 5G hasn’t happened.    Can’t say I’m surprised, as for consumers… who are not traveling either … mobile internet is less important right now.