Handset Country Share Tracker

A vital tracking tool for helping companies measure the success of competitors and partners in their local markets.

April 8, 2014 18:39 khyers

Global smartphone wholesale revenues grew 9% annually in Q4 2013. Apple and Samsung dominate the industry by both volume and value. LG came to the third place, increasing +38% YoY, driven by a greater mix of 3G and 4G models. Sony ranked at fourth place with very close revenue to LG.

This report provides quarterly global smartphone wholesale ASP, revenue and shipment metrics for 12 major OEMs across six major regions from Q1 2012 to Q4 2013. Historical global smartphone ASPs, revenues and shipments from Q1 2010 onward are also included. The report is a valuable tool for operators, component manufacturers, carmakers, financial analysts and other stakeholders who want to track smartphone pricing and the financial health of major vendors on a regional basis.  Our Handset Country Share Tracker service provides key insights into the trends and factors that drive revenues for handset vendors, operators and other global industry stakeholders.


March 5, 2014 15:27 khyers

Verizon on March 3rd announced that it had revamped its prepaid wireless plans to provide more flexibility for customers.  The new Allset offering creates a single base prepaid plan for $45 which provides unlimited voice, text messaging and 500 MB of data while giving customers a choice for additional data packages at three different price points:

  • 500 MB for $5 with 30-day expiration
  • 1 GB for $10 with 90-day expiration
  • 3 GB for $20 with 90-day expiration

While the new plans are straightforward and offer greater value than previous plans by allowing customers to carry over data purchased from one month to the next, they do not move the needle signficantly in the battle between the tier one operators to grow their prepaid customer bases.  For Verizon Wireless, this is by design. 

Verizon Wireless has alwasy positioned itself as, primarily, a higher-value postpaid carrier.  Prepaid is, and always has been, secondary for Verizon Wireless, which isn't willing to sacrafice profitability to chase prepaid volumes.  Its new Allset plans are more accessible to the prepaid market, but it is is clearly seeking to maintain a clear differentiation in value between its prepaid and postpaid offerings. Clearly the Allset plans have been designed to offer more choice to its prepaid customers while avoiding prepaid canibalization of its postpaid base.

Verizon Wireless' unique selling point (USP) has always been network coverage and quality (not price), something that it extended by being the first and fastest to nationwide LTE.  Now that AT&T has caught up in LTE and Sprint and T-Mobile are expanding their own LTE networks, that USP is under siege.  At the same time, value pricing has become steadily more important.  Verizon's Allset plans are a step in the right direction and will appeal to customers already leaning towards Verizon Wireless due to its perceived coverage and quality advantage, but as AT&T increases recognition of its own strength in this same area, and both it and T-Mobile leverage their Cricket and MetroPCS acquisitions, respectively, in prepaid, Verizon Wireless could see erosion of its base to competition.  From this standpoint, while Allset is a step in the right direction, Verizon Wireless will likely need to take additional steps in order to provide additional value to prepaid customers going forward.

Our Handset Country Share Tracker (HCST) service report USA Smartphone Vendor Marketshare by Operator: Q4 2013 provides marketshare and smartphone unit shipment data for smartphone vendors for each of the Tier 1 operators in the USA.  The report is a key tool for tracking current and historic performance for smartphone vendors by mobile operators in the US market.


January 23, 2014 20:07 nmawston

Rumors continue to swirl that Sprint and T Mobile will soon merge their mobile operator businesses in the United States. If the merger goes ahead, our Country Share Tracker (CST) service finds "T Sprint Mobile" will instantly become the largest purchaser of smartphones in the huge United States market, leapfrogging longtime leaders Verizon Wireless and AT&T. This will have major implications for key smartphone suppliers such as Apple, Samsung and Kyocera. More data and analysis of the US smartphone market by operator can be downloaded by clients in this published report.


January 15, 2014 16:46 nmawston

Global smartphone shipments grew +46% annually in Q3 2013. We estimate the top 10 families of models accounted for seven out of ten smartphones shipped worldwide during the quarter. Samsung and Apple top the charts today, but LG's Optimus, Sony's Xperia and Huawei's Ascent series are quietly gaining traction.

This published report, available to clients of our Country Share Tracker (CST) service, tracks the world's best-selling smartphone families and models by shipment volumes from Q1 2011 to Q3 2013. The Q4 2013 updated report will be published in the coming weeks.


January 3, 2014 19:23 nmawston

Global smartphone shipments grew +46% annually in Q3 2013. We estimate the top 10 families of models accounted for seven out of ten smartphones shipped worldwide during the quarter. Samsung and Apple top the charts today, but LG's Optimus, Sony's Xperia and Huawei's Ascent series are quietly gaining traction.

This published report, available to clients of our Country Share Tracker (CST) service, tracks the world's best-selling smartphone families and models by shipment volumes from Q1 2011 to Q3 2013. The report is a valuable tool for component makers, car manufacturers, content suppliers, mobile operators, device vendors and other stakeholders who want to identify and measure the world's most-popular smartphones by dozens of models.


November 12, 2013 18:00 sbicheno

China smartphone shipments surged +91% year-on-year to record levels in Q3 2013. While Samsung remained in first place, Lenovo and Coolpad are hot on its heels in second and third positions and Xiaomi pushed into the top 5 list for the first time ever. The Chinese domestic smartphone market is increasingly influencing the overall global picture, and subscribers to Strategy Analytics’ Country Share Tracker service can access full quarterly Chinese device shipments, broken down by device type, vendor and OS, here.


November 11, 2013 18:06 nmawston

According to our Country Share Tracker (CST) service -- in a newly published report called China Smartphone Vendor and OS Marketshare : Q3 2013 -- China smartphone shipments surged a huge +91% YoY to record levels in Q3 2013.

China maintained its position as the largest smartphone market worldwide since Q3 2011. Today, smartphone shipments account for 86% of total handset volumes in China, up from 59% one year ago.

Samsung remained in first place in China, while Lenovo and Coolpad maintained second and third positions.

Xiaomi was the star performer in Q3 2013, pushing into the top-5 list in China for the first time since Xiaomi began operations in 2011. Strong performances in e-commerce channels, and the launch of the more-affordable Hongmi phone, were the key drivers behind its surging volumes. More analysis on Xiaomi and China smartphones can be downloaded by clients here.



July 22, 2013 13:04 nmawston

Motorola has recently been sending out invites to the launch of its new, flagship Moto X smartphone in the US, due in August 2013.

Our Country Share Tracker (CST) service expects Moto X volumes to be tilted mostly toward the United States market in the near-term (e.g. AT&T). We expect the pricing and promotion strategy to be heavily supported by parent Google. Moto X will attempt to differentiate from rivals by hardware materials and software customization. Moto X will compete with Samsung S3 / S4, HTC One, and other models. We expect the point-of-sale marketing for Moto X to have a strong “made at home in America” slant to it. Whether Samsung, HTC, LG and other Android partners will be pleased by this new Googorola LTE smartphone push remains to be seen.

Will Moto X revive Motorola in Q4 2013? It will give Motorola a lift, for sure, but the device is fairly "small beer" for now -- and it has a long way to go before it can compete with the kinds of volumes generated by the world's best-selling smartphone models, such as Apple iPhone 5 or Samsung S3.


February 20, 2013 09:18 nmawston

According to the latest research from our Handset Country Share Tracker (CST) service, Apple’s iPhone 5 overtook Samsung’s Galaxy S3 to become the world’s best-selling smartphone model for the first time ever in the fourth quarter of 2012. A rich touchscreen, extensive distribution and generous operator subsidies have propelled the iPhone 5 to the top spot.

Apple’s iPhone 5 smartphone model shipped an estimated 27.4 million units worldwide during the fourth quarter of 2012. The iPhone 5 captured an impressive 13 percent share of all smartphones shipped globally and it has become the world’s best-selling smartphone model for the first time ever. A rich touchscreen design, extensive distribution across dozens of countries, and generous operator subsidies have been among the main causes of the iPhone 5’s success. In addition to the iPhone 5, Apple shipped an estimated 17.4 million iPhone 4S units for 8 percent smartphone share globally in Q4 2012. Apple’s iPhone 5 and iPhone 4S are currently the world’s two most popular smartphone models.

Apple’s iPhone 5 and iPhone 4S together accounted for 1 in 5 of all smartphones shipped worldwide in Q4 2012. This was an impressive performance, given the iPhone portfolio’s premium pricing. We estimate Samsung’s Galaxy S3 was the world’s third best-selling smartphone model and it shipped 15.4 million units globally, capturing 7 percent share in the fourth quarter of 2012. Samsung’s Galaxy S3 has long proven wildly popular with consumers and operators across North America, Europe and Asia. However, global demand for the Galaxy S3 appears to have peaked and Samsung will surely be keen to introduce its rumored Galaxy S4 upgrade in the coming weeks to fight back against Apple’s popular iPhone range.

Exhibit 1: Global Smartphone Shipments & Marketshare by Model in Q4 2012 [1]

Global Smartphone Shipments by Model (Millions of Units)
Q3 '12
Q4 '12
Apple iPhone 5
6.0
27.4
Apple iPhone 4S
16.2
17.4
Samsung Galaxy S3
18.0
15.4
Others
132.6
156.8
Total
172.8
217.0
 
 
 
Global Smartphone Marketshare by Model (% of Total)
Q3 '12
Q4 '12
Apple iPhone 5
3.5%
12.6%
Apple iPhone 4S
9.4%
8.0%
Samsung Galaxy S3
10.4%
7.1%
Others
76.7%
72.3%
Total
100.0%
100.0%

[1] Numbers are rounded. Updated total. The Samsung Galaxy S3 total does not include the S3 Mini, S2, S or any other related models. The iPhone 5 total does not include the iPhone 4S, iPhone 4 or any other related models. The iPhone 4S total does not include the iPhone 5, iPhone 4 or any other related models.


December 27, 2012 13:40 nmawston

Global smartphone shipments surged +40% annually in Q3 2012. Smartphones are a high-growth market. Samsung and Apple top the charts with the world's best-selling models, but Sony, Huawei and HTC are quietly gaining traction. This published report, available to clients of our Country Share Tracker (CST) service, tracks the world's top-selling smartphone families and models by shipment volumes from Q1 2011 to Q3 2012. The report is a valuable tool for component makers, car manufacturers, content suppliers, mobile operators, device vendors and other stakeholders who want to identify and measure the world's most-popular smartphones by individual model, such as Apple's iPhone.