Core Insights - Motorola's smartphone shipments are projected to grow by 23% year-on-year in 2024, reaching a historical high and becoming the seventh largest smartphone brand globally [1] - Despite the global smartphone market remaining below 2020 levels, Motorola's shipments are 75% higher than in 2020, with a compound annual growth rate (CAGR) of 15% [1] Regional Performance - In Latin America, Motorola accounts for nearly half of its global shipments, with Brazil and Mexico as key drivers. Brazil's market share increased to 31.0% in 2024, with a CAGR of 7% from 2020 to 2024. Mexico's market share slightly declined to 16.7%, but still shows a CAGR of 2% [3] - The North American market is recovering strongly, with the U.S. market share rising to 11.2% in 2024 and a CAGR of 20% [3] - India has emerged as a breakthrough market, with shipments increasing by 82% year-on-year, accounting for 13% of Motorola's global shipments and a market share growth to 5.0%, with a CAGR of 62% [4] Strategic Focus - Motorola is focusing on affordability and diversification, maintaining a strong position in the entry-level to mid-range market (priced below $250), while also gaining attention in the $250 to $399 price segment, indicating a move towards higher-end products [5] - The company is continuously innovating in technology, particularly in AI applications, enhancing user experiences in photography, gaming, and daily usage. New models feature higher resolution cameras and stronger processors for improved performance [5] User Feedback and Market Position - User feedback indicates significant improvements in Motorola's devices, with reports of smooth daily usage, minimal delays in multitasking, and immersive gaming and video playback experiences [6] - In a highly competitive global smartphone market, Motorola's strong regional performance, effective product strategy, and technological innovations have led to substantial shipment growth, reinforcing Lenovo's (00992) brand revival and signaling a resurgence in the global smartphone market [6]
销量暴涨23%！摩托罗拉重回全球第七
智通财经网·2025-05-18 13:33