我们Handset Country Share Tracker (HCST)服务的分析师很荣幸的参加了华为公司在深圳举办的2013年第10届全球分析师大会。超过500位分析师和媒体朋友参加了这次的活动。

浏览第一天的Blog内容请点击这里：

在第二天的活动中，华为深入阐述了其在消费者市场的战略。以下是我们对消费者业务的一些进一步的建议和思考：

• Emotion UI是个亮点，也代表了正确的方向。通过它可以统一华为不同消费产品之间的用户界面，增强用户黏性，提升用户体验。虽然和三星苹果索尼相比，华为在多屏战略和产品合力方面还处于早期阶段，但Emotion UI已经向正确的方向迈出了一大步；
• 6.1寸屏Ascend Mate作为第一款6寸以上的智能手机，有力提升了华为在消费者心目中的品牌形象。工业设计方面也可圈可点。不过何时推向海外市场以及反响如何还有待时间来检验；
• 华为以硬件优先的战略是合理的，不过和top tier 的竞争对手相比，还有继续提升的空间。比如今年上市的一些新的机型都还没有支持最新的WiFi 802.11ac标准，也不支持无线充电技术；
• 在智能手机配件方面华为似乎还没有一个清晰的产品路线，比如没有为Mate配备手写笔，也没有一些相应的配件来支持手机的NFC功能。

我们Handset Country Share Tracker (HCST)服务的分析师很荣幸的参加了华为公司在深圳举办的2013年第10届全球分析师大会。超过500位分析师和媒体朋友参加了这次的活动。

在第一天的活动中，华为阐述了其在运营商市场，企业市场和消费者市场的战略。以下是我们对消费者业务的一些建议和思考：

• 品牌建设不是一朝一夕的事情。华为的以言践行(Make It Possible)品牌和市场建设活动正在有序进行并取得了积极的进展，但有限的预算仍会限制华为把品牌建设和市场推广活动进一步推向更多的地区和市场；

• 在向OEM转型的过程中，中国，西欧和日本是华为主要的市场。但中国仍然占了相当大的比重，如何进一步扩张海外市场，尤其是最有影响力的北美市场，仍然是一个考验；

• 电商渠道给华为提供了一个很好的平台来切入开放市场（Open Channel), 在2012年贡献了7%的智能手机销量。HTC最近的定制手机业务也许可以给华为一些启示，如何进一步在电商渠道进行差异化的尝试。

HTC China recently announced its new Dual-SIM mid-tier Android smartphone E1 in April 2013. But unlike the sea of mid-tier Android smartphones, HTC is differentiating this device by offering online buyers in HTC eShop to "customize" the E1's specs such as color, memory size or camera megapixels, thus, a "made-to-order" device.

On entering the eShop page for E1, users are presented to input their "Birth Date" & "Gender" using which the HTC eShop's algorithm spits out a suggested configuration (case color, memory size, camera megapixels) as a part of the online customization experience. Users are obviously free to choose or tweak their own configuration as well.

This though is a basic customization effort but a very interesting and novel step from HTC to differentiate from other Android OEMs especially in markets such as China where Android dominates with 9 out of 10 smartphones sold. We expect to see more "customization" efforts from OEMs this year to make the smartphone buying experience highly engaging and also the device to be bought to truly match user's requirements making it more personalized and differentiated. 

Global smartphone shipments surged +38% annually in Q4 2012. We estimate the top 10 smartphone families accounted for over two thirds of smartphones shipped worldwide during the quarter. Samsung and Apple top the charts, but Sony's Xperia, LG's Optimus and Huawei 's Ascend series are quietly gaining traction. This report, Global Smartphone Shipments by Family / Model: Q4 2012, available to the clients of our HCST (Handset Country Share Tracker) service, tracks the world's best-selling smartphone families and models by shipment volumes from Q1 2011 to Q4 2012. This report will give you the information on how many units of iPhone 4S, iPhone 5, Galaxy S3, Galaxy Note and other flagship models from smartphone vendors have been shipped on a quarterly basis for two years. In this regards, this 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.

Our Wireless Smartphone Strategies (WSS) service tracked Coolpad ranked the 11^th largest smartphone vendor globally in 2012, with 2.6% marketshare. It grew smartphone volume by 108% YoY from 2011, indicating the Shenzhen-based Chinese vendor is ambitious to push into the top 10 club this year.

The company is on the right track to become a 3G smartphone specialist, with an encouraging breakthrough recently also in the North American 4G LTE market. Its first LTE phone at MetroPCS achieved an encouraging start last year.

However, how to further define and implement its overseas strategy, especially in North America and West Europe, remains the key for the rising Chinese brand. We would recommend Coolpad to:

- Launch a decent flagship model with a unified sub-brand (like Samsung Galaxy, Huawei Ascend does) globally;

- Initially target prepaid carriers / customers because prepaid segment is price-sensitive and accessible for Chinese brands;

- Prepare for the potential IPR risks associated with overseas expansion. Coolpad is reportedly have accumulated over 4000 handset related patents at this moment, however, it is still vulnerable to get involved into IPR war. We believe patent swap would be an effective way to ease risks;

- Branding and marketing initiatives are needed to tap into richer customers in developed markets;

- Prepare for the direct competition with Huawei and ZTE in overseas market. Compared with the two rivals, Coolpad exclusively focuses on the smartphone market and lacks synergy among different product lineups. We would recommend Coolpad to further differentiate from rivals with improved hardware designs and more localized services and apps (e.g. social networking);

- Balance volume and profitability. Shifting upwards with more mid- and high-tier models, in order to improve ASP and profit margin, which will ensure the Hong Kong listed-company has sufficient cash on hands for the upcoming overseas expansion.

According to our Handset Country Share Tracker (CST) service, the French mobile phone market dipped -6% year-on-year in Q4 2012. This followed flat growth in the prior three quarters of 2012 as the country struggled economically. Free Mobile, a challenger operator with low prices perfectly suited to the tougher economic times, is making a serious dent in the French cellphone market. Its main device partners are Samsung and Apple, who dominate shipments there. This published report, available to clients, tracks mobile phone vendor market share at the four major French operators -- Orange, SFR, Bouygues Telecom and Free Mobile -- from Q1 2009 to Q4 2012. The report is an important tool for measuring the health of individual handset brands at the operator level in Western Europe's third largest cellphone market.

According to our Handset Country Share Tracker (CST) service, the German mobile phone market slipped by -8% year-on-year in Q4 2012, as the broader ongoing macroeconomic challenges affecting the whole of the eurozone trumped the relative strength of the German economy. Following the launch of the iPhone 5, Apple reclaimed a significant chunk of volumes in Germany, but there are also initial signs of traction for Nokia's Lumia Windows Phone family.  The Finnish vendor gained 1 point of sequential marketshare in the quarter. This published report, available to clients, tracks quarterly mobile vendor market share at the four major German operators -- T-Mobile, Vodafone, O2 and E-Plus -- from Q1 2009 to Q4 2012. The report is an important tool for measuring the health of individual handset brands at the operator level in Western Europe's second largest cellphone market.

According to our Handset Country Share Tracker (CST) service, the UK mobile phone market dipped -4% year-on-year in Q4 2012, mimicking the broader economic challenges of the country. While Samsung and Apple showed healthy growth, this was offset by declines from Nokia, RIM, HTC and the Android long-tail. This published report, available to clients, tracks mobile phone vendor shipments and marketshare at the 4 major UK operators -- O2, Vodafone, Everything Everywhere and Three -- from Q1 2009 to Q4 2012. The report is an important tool for measuring the health of individual device brands at the operator level in Western Europe's largest cellphone market.

Smartphone shipments in the United States grew 25% annually in Q4 2012. Apple captured the number one smartphone spot overall, as well as the top smartphone vendor ranking at the country's two largest operators, Verizon Wireless and AT&T. Android partners, such as Samsung, LG, HTC and Huawei, combined to keep the Google platform as the number two OS overall. The full report, USA Smartphone Vendor Marketshare by Operator: Q4 2012, available to the clients of our handset country share tracker (CST) service, tracks mobile smartphone shipments, vendor marketshare, and OS marketshare for 20 major vendors and 5 major platforms in the United States across 4 top operators and total market on a quarterly basis from Q1 2011 to Q4 2012.

Our Handset Country Share Tracker (CST) team attended the launch of the new Samsung Galaxy S4 smartphone at Radio City in New York, US, on Thursday 14th March, 2013. Several thousand attendees joined the event.

We trialed the S4 earlier this week and were briefed on the strategy behind it. This is a concise summary of our initial analysis:

Key Hardware: As expected, the S4 contains a 5.0-inch, full-HD, super AMOLED display with an impressive 441ppi in a rounded-slate formfactor. There are Qualcomm Snapdragon quad-core / Samsung Exynos octo-core chipsets, varying by region. Other specs include 2GB RAM, dual-camera, NFC and MHL. The S4 looks visually similar to the previous S3, but the materials feel better quality and it is slimmer, lighter and nicer to hold in the hand.

Key Software: Samsung has clearly worked hard on its software and the results are impressive. There is finger-hover for the touchscreen, gesture recognition, improved eye-tracking, and better camera-editing.

Key Services: Samsung has layered a rich suite of Samsung proprietary services on top of the Android Jelly Bean OS. There are plenty of “S” services, such as S-Health and S-Translator. Google will be worried by this.

The S4 will launch commercially in the US and worldwide at the end of April 2013. Versions will support 3G, 4G and TD-LTE. There are 325 carriers in 166 countries onboard, such as AT&T and Verizon Wireless. Pricing will be Note-like.

We forecast tens of millions of units to be shipped worldwide this year. Provided there are no major "hidden" bugs that become apparent after launch, the S4 will be another blockbuster product for Samsung.

Which competitors will be impacted by the S4? Apple, LG, Sony, HTC, Blackberry, Nokia, Huawei, ZTE and Motorola will all be getting some sleepless nights in the next few weeks. Models such as iPhone 5 and HTC One could feel some pain.

We will publish a full report to clients on Friday 15th March, 2013.