They are predicting though that sales in the second-quarter will be flat compared to a year ago, mainly due to iPhone inventory adjustment occurred following stronger-than-expected sell-in in China.
They estimate that Nokia sales at 10.2mn (-14% QoQ) as rumors that the Windows Phone 7 OS will not be
upgradeable to Windows 8 have weighed on sales. Apple at 27mn units (-23%
QoQ) due to an inventory adjustment given China telcos' stronger-than-expected
sell-in in 1Q12 and delayed purchases as consumers wait for the iPhone 5. HTC at
8.5mn units (+29% QoQ), which is lower than earlier guidance of 10mn units due to US customs delays and sluggish sales in Europe.
Samsung Electronics should ship 50mn smartphones (+13% QoQ) despite slight delays to the Galaxy S3
launch and soft demand from China. LG should ship 5.8mn smartphones (+18%
QoQ) as 3G phones have disappointed while LTE phones have been stronger than expected.
They also note that Samsung is least likely to suffer from any weakening of the global economy later this year due to its more widely diversified portfolio of smartphones.
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