News: 1708433542

  ARM Give a man a fire and he's warm for a day, but set fire to him and he's warm for the rest of his life (Terry Pratchett, Jingo)

Euro shoppers popping more and more premium phones in the basket

(2024/02/20)


Apple topped the European smartphone marketplace in Q4 as local shoppers opted to buy premium priced handsets.

Total shipments in the region actually declined three percent year-on-year to 37.8 million units in calendar Q4 of 2023 but after seven quarters out of the top spot, Apple rebounded on the back of one percent growth to 12.4 million iPhones.

“High-end smartphones took a record share of the European market in Q4 of 2023. Almost 40 percent of smartphone shipments were priced at $800 or higher,” said Canalys analyst Runar Bjørhovde.

[1]

“The dominance of the high end was mainly fueled by strong iPhone 15 Pro demand alongside consistent Galaxy S-series volumes and a growing Google Pixel,” he added.

[2]

[3]

Apple recently fought its way to the summit of the global phone market too – for the [4]first time ever .

Canalys thinks the phone industry is on the cusp of a refresh cycle despite some users sweating their phones for longer, choosing to keep cash for other things in the absence of killer reasons to upgrade the hardware. This trend is causing [5]shortages of phones in the secondhand or remanufactured sectors.

[6]

Tim Cook, Apple's boss, was asked on a [7]conference call earlier this month about the concerns around replacement cycles lengthening, and he responded by saying the latest iPhone is outselling the previous generation.

“We also importantly set an all-time record worldwide for iPhone upgraders,” he said. On the replacement cycle, he said “it's very difficult to measure the replacement cycle at any given point.”

Samsung settled for second spot after it declined 12 percent year-on-year in Q4 to 10.8 million phones, followed by Xiaomi, which shrank 10 percent to six million phones, then Motorola, which grew 73 percent to two million, and after that [8]former Huawei subsidiary Honor, which grew 116 percent to 1.1 million.

[9]Apple makes it official: No Home Screen web apps in European Union

[10]Cybercriminals are stealing iOS users' face scans to break into mobile banking accounts

[11]Users now keep cellphones for 40+ months and it's hurting the secondhand market

[12]Apple claims top spot in global smartphone market for first time

The European phone market has struggled in recent years with shipments dropping eight percent in 2023 to 129.8 million units, but things may finally be on the turn.

“In 2024, single-digit growth will return to the European smartphone market, driven by an impending refresh cycle of devices that were bought during the pandemic,” said Bjørhovde. “To capitalize on this opportunity and stand out, vendors must apply a holistic approach emphasizing innovation, reliability, backend logistics, regulatory compliance, and a clear brand message.”

[13]

On-device AI was not mentioned as a particular factor in driving sales this year. ®

Get our [14]Tech Resources



[1] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/personaltech&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=2&c=2ZdTav2T@GgReI3ybYSbuXwAAAU0&t=ct%3Dns%26unitnum%3D2%26raptor%3Dcondor%26pos%3Dtop%26test%3D0

[2] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/personaltech&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=4&c=44ZdTav2T@GgReI3ybYSbuXwAAAU0&t=ct%3Dns%26unitnum%3D4%26raptor%3Dfalcon%26pos%3Dmid%26test%3D0

[3] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/personaltech&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=3&c=33ZdTav2T@GgReI3ybYSbuXwAAAU0&t=ct%3Dns%26unitnum%3D3%26raptor%3Deagle%26pos%3Dmid%26test%3D0

[4] https://www.theregister.com/2024/01/16/apple_tops_smartphone_market/

[5] https://www.theregister.com/2024/01/23/second_hand_device_market/

[6] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/personaltech&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=4&c=44ZdTav2T@GgReI3ybYSbuXwAAAU0&t=ct%3Dns%26unitnum%3D4%26raptor%3Dfalcon%26pos%3Dmid%26test%3D0

[7] https://finance.yahoo.com/news/q1-2024-apple-inc-earnings-145544238.html

[8] https://www.theregister.com/2020/11/17/huawei_sells_lowend_honor_handset_unit/

[9] https://www.theregister.com/2024/02/16/apple_web_apps/

[10] https://www.theregister.com/2024/02/15/cybercriminals_stealing_face_id/

[11] https://www.theregister.com/2024/01/23/second_hand_device_market/

[12] https://www.theregister.com/2024/01/16/apple_tops_smartphone_market/

[13] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/personaltech&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=3&c=33ZdTav2T@GgReI3ybYSbuXwAAAU0&t=ct%3Dns%26unitnum%3D3%26raptor%3Deagle%26pos%3Dmid%26test%3D0

[14] https://whitepapers.theregister.com/



TVU

I'm fine with people buying new shiny pieces of kit but I'd also like to see much improved reuse and recycling.

That last aspect is particularly important as recovering the rare elements from phones means fewer new mines and less dependence on autocratic countries to supply such elements.

Charlie Clark

This is really a question of getting the regulation right to make the market work properly. As long as it's cheaper to send kids to mine for whichever minerals we need, then that's what we'll get. The proposed EU rules might help because they should encourage manufacturers to consider repair and recycling in design.

Many of us by used iPhones

Steve Davies 3

The last new iPhone I had was a 4S. Ever since then, I buy used.

My current device is an SE-3. The old SE-2 is my in car media player as it runs Car Play very well. No SIM in that.

I paid about 30% less than the retail price for a 6 month old device.

Re: Many of us by used iPhones

Lord Elpuss

Begs the question - why have a SIMless SE2 in the car and not just connect your SE3 when you need to? A SIMless phone is only getting 10% of the value of CarPlay unless you tether it to a hotspot, in which case why not just use the hotspotting phone as your main phone?

Ah, well...

ICL1900-G3

We can always get another planet when we've broken this one.

Re: Ah, well...

elsergiovolador

There is about 2 trillion planets in observable universe alone. Everyone could have their own planet and then some. So don't worry!

Re: Ah, well...

Charlie Clark

What a great idea! When I think how quickly once-friendly neighbours turn into weapon wielding maniacs…

Where's the pitchfork icon?

Re: Ah, well...

pluraquanta

There'll still be fights over who gets which planet though, like fights in supermarkets over who gets the TV on the top of the pile when there are 150 more in the warehouse.

Unscientific anecdotal sample

Charlie Clark

Most of the people I know have got off the upgrade / replacement cycle and have phones ≥ 4 years old and for many a new battery seems the only thing they want. While the Fanbois do seem to be the ones to replace more frequently, I wonder how often this will occur as the caché of owning the latest and greatest phone starts to decline.

Still, given total volumes, it's not as if any of the large manufacturers need worry.

Re: Unscientific anecdotal sample

Dave 126

The iPhones enjoy a lengthy period of software support. Android vendors are finally getting better, but aren't on a par yet.

Regardless of whether you spend £150 or £800, you'll still pay £30 - £60 (DIY or official) every couple of years for a new battery.

The pricier handsets tend to be more robust and waterproof than the cheap ones. I'm ignoring Samsung's novelty folding phones here.

Just as with manufacturing, there are economies of scale with end of life disassembly and recycling... a model sold in the quantities of an iPhone or Samsung A or S series will have a better chance of being recycled economically than some obscure Chinese thing.

Refurbished iPhones appear to fill the same market segment as brand new budget Androids do.

My galaxy S10 E needs a new battery... now, just where have those tiny screwdrivers and plectrums I bought last time wandered off to? :)

Re: Unscientific anecdotal sample

Charlie Clark

I can do the maths. 3 years + -2-3 years with a new battery is very appealing for anyone with a premium model.

Regarding IOS support, I know about this. However, a mate of mine who's been drinking at the koolaid fountain for a while says that older phones generally struggle on newer releases of the OS after a few years and many apps insist on the latest version of the OS and use changes to ask for new licences. Never come across this on any Android device. Still, as long as the users are happy with it, it's okay.

My S10e got a new battery last year and is all the better for it.

My main point is I suspect that Apple's halo may fade if phones in general become less interesting, as my own unscientific reporting suggests.

Re: Unscientific anecdotal sample

doublelayer

From my experience, using iPhones to stretch the time between having to buy new ones, I haven't noticed this too much. The newer operating system versions usually don't task the hardware too much, but one reason they might is Apple's CPU throttling when the battery gets old (yes, they're still doing it, it's just that they admit it now). That can show a noticeable decrease in performance, though for my use cases, it hasn't been a problem, but my uses are relatively light on CPU usage.

As for apps requiring the latest version, I have seen it but quite rarely. It is not like Mac OS, where basically everything does that, especially everything from Apple, but it can happen. This is slightly mitigated by the fact that, if there is a new version out, the iPhone I already have is almost certainly capable of running it because they get the update at the same time as every other supported model. If someone is intentionally trying not to install a new version, though, I could conceive of this being an annoyance though not a widespread one.

43300

I only replace phones (personal one and all the work ones I'm responsible for) either when they break, or when the version of Android goes out of support. I'm sure I'm not the only one.

It is a matter of annoyance that I still end up having to withdraw working and usable phones because Android on them is out of support, but not a lot I can do about that (iPhones are far too expensive to be an option, even taking into account the longer support periods).

A high proportion of people don't use phones for anything demanding and a basic 3 year old one is perfectly adequate for their requirements.

pluraquanta

Check LineageOS and /e/ OS to see if there are official or community builds.

43300

Might be an option for personal devices, but for work ones we need Intune and Microsoft apps, so unfortunately not really viable there.

I believe it's also pretty difficult to do with Samsung handsets, from what little I've read on it.

doublelayer

It's worth checking, but don't get your hopes up. Unless it's a Fairphone or Pixel, it's likely not supported. They still have builds for many old phones (the Samsung Galaxy Note 3 is still on the supported list even though it's over a decade old), but most things you would have bought in the last four years are not on the list. Even modern Pixels aren't on the list, but there's a reasonable chance they might be added.

John Robson

Do options like cyanogen not still exist once google (and more importantly the manufacturers) drop support?

Been on iPhones for long enough that I'm out of touch - but we don't get through nearly as many iPhones as we did android devices (having just finished this upgrade cycle the oldest device is 6 years old, so it will probably lose support in iOS18.

The two previous phones are getting a second (or should that be third or fourth) life elsewhere (where access will be limited, and wiring them in to power isn't an issue).

Charlie Clark

I would say that comparing the situation now with how things were a decade ago is a little unfair. Since then there have been few changes in the OSes that needed vendor support. In addition, Google's Project Treble really did a good job in keeping devices reasonably up to date without vendor support. And we have an increasing range of things like Revanced to reduce the snooping.

Devices that support LineageOS tend to get support for quite a while until things like hardware support in the OS become a problem to support. The drivers in the vendors blob are usually all that's a required. A bigger issue for some is that some software complains about rooted devices. My S10e will get LineageOS soon so after when I'll be able to say more.

John Robson

"I would say that comparing the situation now with how things were a decade ago is a little unfair."

It's the only time I *can* compare with...

Good to hear that manufacturer support isn't the gatekeeping mess it once was.

doublelayer

I would say you're being charitable to the point of incorrectness there. Project Treble didn't do a whole lot. They have modular security updates now, but that doesn't help you if the manufacturer doesn't push them. You can't go and install them on the main image yourself. You are still at the whim of the manufacturer on whether and when you'll get those patches, let alone actual feature updates, and the only change there is that some, and only some, manufacturers have started to realize that people want them. So if you buy a Samsung device, you can get 4-5 years of security updates but that doesn't apply to most others.

As for Lineage OS, it will certainly make the software life of a supported phone nearly infinite, at least so long that the phone is likely to have some serious hardware problem by the time that Lineage no longer supports it. The problem is that your S10 is one of the few devices that will get it. You can't install it on the S20 or any later flagship, and if you bought an A-series budget or midrange device, you're almost guaranteed not to have support. You can try to build it yourself or use an unsupported version built by someone on XDA, but that's not guaranteed either and it doesn't necessarily give you what you wanted. I'd actually say that the custom ROM scene for Android today is weaker than it was ten years ago. The one you get with the device is a bit better, which softens that blow a little, but someone used to the active community will probably be a bit disappointed with the options they have today; a bunch of great projects that would provide what they're looking for which don't run on any device they have.

Volume sold is down?

ecofeco

That's the real news.

“it's very difficult to measure the replacement cycle at any given point.”

katrinab

Really?

Surely they know from my Apple account that the 15 Pro Max I purchased replaced my 8+, so therefore my replacement cycle was 6 years. That 8+ replaced a 6+ (3 years).

Re: “it's very difficult to measure the replacement cycle at any given point.”

43300

Do all fruity phones have to be signed into an iCloud account these days? If so that ought to make it possible for them to get the stats on replacement cycles.

Re: “it's very difficult to measure the replacement cycle at any given point.”

katrinab

I'm not sure if the have to be, but I'm pretty sure most are.

Re: “it's very difficult to measure the replacement cycle at any given point.”

doublelayer

They don't have to be, but if you want to install apps, then you'll have to sign in at least to the app store. That may change now that the EU's DMA restrictions are coming, but until now, a phone without an Apple account was limited to the builtin apps. Those probably do enough for many users since it would include phone, SMS, email, navigation, calendar, camera, and a notes app, but I expect that most users had some app they wanted and signed in to get it.

Re: “it's very difficult to measure the replacement cycle at any given point.”

Lord Elpuss

"Do all fruity phones have to be signed into an iCloud account these days?"

No they don't. But the vast majority will be.

Either one of us, by himself, is expendable. Both of us are not.
-- Kirk, "The Devil in the Dark", stardate 3196.1