For Industry Leaders
We help product managers and senior executives to understand sales trends and competitor performance, to see emerging trends, and to capture future opportunities.
BayStreet Research provides timely primary research on the U.S. and Western European smartphone, tablet, and wearable markets. Using a proprietary methodology refined over more than fifteen years, BayStreet collects and maintains the premier database of mobile device sell-through data with rolling six month forecasts, and retail and wholesale pricing at the SKU level. Leveraging this data and our deep network of industry contacts, we provide unique insights and competitive intelligence on the smartphone industry, allowing our clients to truly understand the "why" behind the numbers.
Sell-through quantities by:
- Device type (smartphone, tablet, wearable)
- Sale type (postpaid, prepaid)
- Smartphone OS
- Wholesale and retail price
- Components (e.g., dual cameras) and other device characteristics (e.g., bezel size)
Installed base estimates
Six-month rolling forecasts by SKU
Apple, Samsung, HTC, LG, BlackBerry, Sony, Lenovo, Google, Microsoft, Alcatel, Huawei, ZTE, and Coolpad
Our initial impression of the iPhone 8s was underwhelming, especially when compared to the iPhone X, and we were therefore not surprised to see 8/8P preorder volume down ~60% y/y across carriers. Consumers that pre-order iPhones are much more likely to preorder the iPhone X. However, Sep iPhone 8/8P sales are only tracking down ~30% versus a more heavily promoted 7/7P. Interestingly, with full availability of both the iPhone 8s this year, we are tracking a meaningful increase in plus variant mix in Sep from ~33% for the 7P to ~55% for the 8P.
This fall Apple is expected to launch its first three flagship portfolio, the iPhone 7S, 7SP and iPhone 10th anniversary. Historically, we have found within triplet portfolios the middle device struggles due to consumer’s tendency to splurge for the most premium device or rationalize saving money with the least expensive. However, it is unclear how a $1,000+ price point and severe supply constraints for the most premium device will impact this dynamic. We are certainly very interested to see how Apple will segment the triplets with features and price, and would not be surprised to see the 7SP struggle. Read More
While we were expecting slightly more aggressive GS8 promotions y/y, T-Mobile preferred to remain on the sidelines, allowing AT&T & Verizon to offer relatively weaker GS8 launch promotions vs last year. Last year, all carriers quickly matched T-Mobile's aggressive BOGO offer at launch. This year, only Sprint offered an aggressive BOGO lease offer at launch, as AT&T’s BOGO requires home TV service and Verizon’s GS8 discount promo has a variety of requirements. Subsequently, we are tracking Sprint up the most y/y vs the GS7 at ~30%+. AT&T and VZ are essentially flat and T-Mobile down the most at ~15%. Overall we have the GS8 flat y/y through April, and while we expect increased promotional focus in Q2, we would not be surprised to see the GS8 down 10%+ vs the GS7 through the end of Q3. Read More
"...The somewhat maligned iPhone 8 and 8 Plus phones are selling far better than most expected. Specifically, BayStreet Research said that iPhone 8 and 8 Plus retail sales are down only 30% compared with sales of the iPhone 7 last year.... BayStreet reported that iPhone 8 pre-orders were down fully 60% from the iPhone 7 last year.... The 8 Plus was the most popular of the two models, with 57% of shoppers opting for the bigger phone." Read More
"The question for Samsung isn’t so much whether it can woo back Galaxy Note fans, but rather whether it can attract new users. Samsung has experienced multiyear declines in its U.S. share of the premium market, defined as handsets selling at $500 wholesale or more.
Three and a half years ago, Samsung had 30% of the U.S. high-end market versus Apple’s 60%, according to BayStreet Research LLC, using a 12-month rolling average. But as of June, Samsung had fallen to 22%, while Apple had grown to 73%. ”Samsung cannot change the trajectory of losing users to Apple,” said Cliff Maldonado, BayStreet Research’s senior analyst, who tracks device sales. “I don’t think they ever can turn the tide.” Read More
"The Phone will be sold directly to consumers, but, according to BayStreet Research, more than 92% of U.S. phone buyers today buy their device through their mobile carrier, so Rubin might have a tough task getting the masses to buy in." Read More
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