Global smartwatch shipments increased 30% YoY in Q3 2022, led by India, up 171%; Apple grew 48% YoY, Samsung dropped 2.7% YoY, and Noise grew 218% YoY (Woojin Son/Counterpoint Research)

Adnan Bhat / Rest of World:
Experts: India’s TikTok clones like Moj and Josh have failed to replicate TikTok’s success, and Instagram and YouTube will take over India’s short-video segment  —  Creators are instead gravitating toward Instagram and YouTube, which may eventually be the winners in the Indian short-video segment.

Reuters:
Canalys: China’s Q3 smartphone shipments fell 11% YoY to 70M; Vivo, Oppo, and Honor fell 23%, 27%, and 16% respectively, Apple rose 36% on iPhone 14 Pro demand  —  Smartphone shipments in China fell 11% year-on-year in Q3 2022, with privately-owned Vivo taking the top spot, research firm Canalys reported on Thursday.

Varun Mishra / Counterpoint Research:
The global premium smartphone average selling price rose 8% YoY to $780 in Q2 2022, driven by sales of $1,000+ devices; Apple captured 57% of the premium market  —  – The global premium smartphone market ($400 and above wholesale price) average selling price (ASP) grew 8% YoY to reach $780, a second-quarter record, in Q2 2022.

Varun Mishra / Counterpoint Research:
Apple reached 25% smartphone market share in China in October, retaining its top OEM spot for a second month; one in four devices sold in China was an iPhone  —  – One in every four devices sold in China during October 2022 was an iPhone.  — While the sales for other key OEMs declined in October, Apple grew 21% MoM.

Harmeet Singh Walia / Counterpoint Research:
Global smartphone shipments fell 12% YoY to 301M units in Q3 2022, the lowest Q3 level since 2014; Apple was the only top-five brand to grow YoY, up 2%  —  – The global smartphone market declined by 12% YoY even as it grew by 2% QoQ to reach 301 million units in Q3 2022.

Todd Haselton / CNBC:
AMD announces ~$5.6B in preliminary Q3 revenue, below its outlook of $6.7B plus or minus $200M, driven by weaker Client segment revenue and supply chain issues  —  – AMD issued preliminary third-quarter results on Thursday that are well below its initial guidance.  —  Follow your favorite stocksCREATE FREE ACCOUNT