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`Smartphone Shipments Declined in the Fou…
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`27 Jan 2022
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` 2021 U.S. Commercial
`Smartphone Survey
`Analysis Report
` U.S. Business End–User
`Computing and Devices
`Survey, 2021
` Navigating the Complex IT
`Devices Market: Trends in
`
`NEEDHAM, Mass., January 27, 2021 – Worldwide smartphone shipments declined year over
`year in the fourth quarter of 2021 (4Q21) marking the second straight quarter of negative
`growth. Despite a challenging second half of the year, full-year shipments still grew thanks to a
`strong first half. According to preliminary data from the International Data Corporation (IDC)
`Worldwide Quarterly Mobile Phone Tracker, smartphone vendors shipped a total of 362.4 million
`phones during the holiday quarter (4Q21), which was down 3.2% year over year but slightly
`better than IDC's forecast. On an annual basis, the market grew 5.7% in 2021 with 1.35 billion
`smartphones shipped.
`
`Neonode Smartphone LLC, Exhibit 2048
`Page 2048 - 1
`IPR2021-01041, Google LLC v. Neonode Smartphone LLC
`
`Smartphone Shipments Declined in the
`Fourth Quarter But 2021 Was Still a
`Growth Year with a 5.7% Increase in
`Shipments, According to IDC
`Related research
`

`

`PC, Peripherals, and
`Smartphone Markets
`
`For more information,
`contact:
`
`Ryan Reith
`rreith@idc.com
`+1 508-935-4301
`
`Nabila Popal
`npopal@idc.com
`+1 508-872-8200
`
`Anthony Scarsella
`ascarsella@idc.com
`+1 508-935-4712
`
`Michael Shirer
`press@idc.com
`+1 508-935-4200
`
`"There's no question the second half of 2021 failed to meet expectations with volumes declining
`4.5% compared to the second half of 2020," said Ryan Reith, group vice president with IDC's
`Worldwide Mobile Device Trackers. "As we mentioned last quarter, the supply chain and
`component shortages started to have meaningful impact on the smartphone market as we
`entered the second half of the year, and this continues to be the case as we've now entered
`2022. We expect to see supply and logistical challenges continue through the first half of this
`year, but we currently believe we'll return to growth in the second quarter and second half of
`2022. There is no question that demand is still strong in many markets, and to some extent we
`are seeing increasing consumer interest in 5G and new form factors like foldables."
`
`Despite a slight year-over-year decline in shipments, Apple had an impressive holiday quarter,
`once again jumping above Samsung into the top spot. Its strength in supply chain was on display
`more than ever in 4Q21. iPhone 13 SKUs were an impressive portion of volumes in the holiday
`quarter driving strong growth in overall iPhone average selling prices. Samsung and Xiaomi
`followed with the second and third spots and it's worth noting these were the only vendors out
`of the top 5 that grew shipments year over year in 4Q21. OPPO and vivo rounded out the top 5.
`For the full year, all five vendors grew shipments year over year with four out of five achieving
`double-digit growth. While Xiaomi had the highest annual growth reaching almost 30%, Samsung
`had the lowest, just 6.0% growth in 2021. This contrast clearly illustrates which vendor benefitted
`the most from the massive decline of Huawei this year. Apple too had healthy annual growth of
`15.9% in 2021 for reasons already mentioned as well as due to the superb 40% growth in China
`in 2021.
`
`"The fact that 2021 would have come in drastically higher if it were not for the supply constraints
`adds even more positivity to the healthy 5.7% growth we saw for 2021," said Nabila Popal,
`research director with IDC's Mobility and Consumer Device Trackers. "To me it gives a message
`that there is significant pent-up demand in almost all regions. Even in China, where there are
`some challenges around weakening consumer demand, the market performed much better in
`the fourth quarter than expected, 5% better to be exact, albeit still a year-over-year decline. With
`channel inventory low in almost all regions and as supply constraints ease up towards the
`
`Neonode Smartphone LLC, Exhibit 2048
`Page 2048 - 2
`IPR2021-01041, Google LLC v. Neonode Smartphone LLC
`
`Contact
`

`

`middle of the year, IDC expects this pent-up demand to drive the market toward healthy growth
`in 2022."
`
`Top 5 Companies, Worldwide Smartphone Shipments, Market Share, and Year-Over-
`Year Growth, Q4 2021 (Preliminary results, shipments in millions of units)
`
`Company
`
`4Q21
`Shipment
`Volumes
`
`1. Apple
`
`84.9
`
`2.
`Samsung
`
`68.9
`
`3. Xiaomi
`
`45.0
`
`4. OPPO
`
`30.1
`
`5. vivo
`
`28.3
`
`Others
`
`Total
`
`105.2
`
`362.4
`
`4Q21
`Market
`Share
`
`23.4%
`
`19.0%
`
`12.4%
`
`8.3%
`
`7.8%
`
`29.0%
`
`100.0%
`
`4Q20
`Shipment
`Volumes
`
`4Q20
`Market
`Share
`
`Year-Over-
`Year Change
`
`87.5
`
`63.7
`
`43.3
`
`33.8
`
`31.8
`
`114.2
`
`374.3
`
`23.4%
`
`-2.9%
`
`17.0%
`
`11.6%
`
`9.0%
`
`8.5%
`
`30.5%
`
`100.0%
`
`8.1%
`
`3.9%
`
`-11.1%
`
`-10.9%
`
`-7.8%
`
`-3.2%
`
`Source: IDC Quarterly Mobile Phone Tracker, January 27, 2022
`
`Top 5 Companies, Worldwide Smartphone Shipments, Market Share, and Year-Over-
`Year Growth, Calendar Year 2021 (Preliminary results, shipments in millions of units)
`
`Neonode Smartphone LLC, Exhibit 2048
`Page 2048 - 3
`IPR2021-01041, Google LLC v. Neonode Smartphone LLC
`
`

`

`2021
`Shipment
`Volumes
`
`2021
`Market
`Share
`
`2020
`Shipment
`Volumes
`
`2020
`Market
`Share
`
`Year-Over-
`Year Change
`
`272.0
`
`20.1%
`
`256.6
`
`20.0%
`
`6.0%
`
`Company
`
`1.
`Samsung
`
`2. Apple
`
`235.7
`
`3. Xiaomi
`
`191.0
`
`4. OPPO
`
`133.5
`
`5. vivo
`
`128.3
`
`Others
`
`394.3
`
`17.4%
`
`14.1%
`
`9.9%
`
`9.5%
`
`29.1%
`
`203.4
`
`147.8
`
`111.2
`
`111.7
`
`450.5
`
`15.9%
`
`11.5%
`
`8.7%
`
`8.7%
`
`15.9%
`
`29.3%
`
`20.1%
`
`14.8%
`
`35.2%
`
`-12.5%
`
`Total
`
`1354.8
`
`100.0%
`
`1281.2
`
`100.0%
`
`5.7%
`
`Source: IDC Quarterly Mobile Phone Tracker, January 27, 2022
`
`Notes:
`
`● Data are preliminary and subject to change.
`● Company shipments are branded device shipments and exclude OEM sales for all vendors.
`● The "Company" represents the current parent company (or holding company) for all brands
`owned and operated as a subsidiary.
`● Figures represent new shipments only and exclude refurbished units.
`
`Neonode Smartphone LLC, Exhibit 2048
`Page 2048 - 4
`IPR2021-01041, Google LLC v. Neonode Smartphone LLC
`
`

`

`Share the image
`
`About IDC Trackers
`
`IDC Tracker products provide accurate and timely market size, vendor share, and forecasts for
`hundreds of technology markets from more than 100 countries around the globe. Using
`proprietary tools and research processes, IDC's Trackers are updated on a semiannual, quarterly,
`and monthly basis. Tracker results are delivered to clients in user-friendly Excel deliverables and
`on-line query tools.
`
`Neonode Smartphone LLC, Exhibit 2048
`Page 2048 - 5
`IPR2021-01041, Google LLC v. Neonode Smartphone LLC
`
`

`

`For more information about IDC's Worldwide Quarterly Mobile Phone Tracker, please contact
`Kathy Nagamine at 650-350-6423 or knagamine@idc.com.
`
`Click here to learn about IDC's full suite of data products and how you can leverage them to grow
`your business.
`
`About IDC
`
`International Data Corporation (IDC) is the premier global provider of market intelligence,
`advisory services, and events for the information technology, telecommunications, and
`consumer technology markets. With more than 1,200 analysts worldwide, IDC offers global,
`regional, and local expertise on technology, IT benchmarking and sourcing, and industry
`opportunities and trends in over 110 countries. IDC's analysis and insight helps IT professionals,
`business executives, and the investment community to make fact-based technology decisions
`and to achieve their key business objectives. Founded in 1964, IDC is a wholly owned subsidiary
`of International Data Group (IDG), the world's leading tech media, data, and marketing services
`company. To learn more about IDC, please visit www.idc.com. Follow IDC on Twitter at @IDC and
`LinkedIn. Subscribe to the IDC Blog for industry news and insights.
`
`All product and company names may be trademarks or registered trademarks of their respective
`holders. 
`
`OPPO Electronics Corp., Xiaomi Inc., VIVO S.A., Apple Inc., Samsung
`
`Neonode Smartphone LLC, Exhibit 2048
`Page 2048 - 6
`IPR2021-01041, Google LLC v. Neonode Smartphone LLC
`
`Coverage
`Companies Covered
`

`

`Worldwide
`
`Smartphone
`
`Neonode Smartphone LLC, Exhibit 2048
`Page 2048 - 7
`IPR2021-01041, Google LLC v. Neonode Smartphone LLC
`
`Regions Covered
`Topics Covered
`

`

`Neonode Smartphone LLC, Exhibit 2048
`Page 2048 - 8
`IPR2021-01041, Google LLC v. Neonode Smartphone LLC
`
`