~40M sold in Q3, increasing. With > 400M Indians connected by obsolete phones, India has become the second largest smartphone market and is gaining share against China. With monthly prices often under $5 and phones subsidized to $25-35, Deloitte estimates 350M more Indians will be connected by 2020. Reliance Jio added over 100M customers on 4G smartphones in the last year; the remaining survivors, especially Bharti & Vodafone, are scrambling to catch up.
Google's new Oreo Go version of Android is bringing the cost of low-end 4G phones to about $30, with the first units expected from Indian manufacturer Micromax by the end of the month. The inexpensive phones will be a natural way to connect in the amazing 625,000 villages being fibered by BharatNet.
Google CEO Sundar Pichai recently predicted $30 smartphones will lead to market takeoff in countries like India. Oreo Go is designed to work with less than a gigabit of memory and deliver adequate performance using very cheap processor chips. Google has optimized their primary apps to run well on Oreo and hopes others will follow.