Wireless Device Strategies

First to market each quarter with the most accurate and detailed data on handset strategies. The industry’s most timely, consistent and accurate tracking of device vendor KPI metrics, as well as handset market sales and shipment forecasts.

October 10, 2014 13:50 nmawston

According to a new report from our WDS (Devices) research service, worldwide handset manufacturing and assembly continue to polarize around a handful of production locations, such as China, Vietnam and Brazil. Our extensive report -- published to clients here -- tracks cellular handset manufacturing (production) by 6 regions and 10 countries from 2001 to 2013. The report is a valuable tool for handset vendors, component makers, IPR owners, software developers, operators and other stakeholders to monitor global cellphone production by country.


October 8, 2014 20:48 khyers

If it’s October, then Google must be putting the final touches on its next Nexus smartphone. Google’s next smartphone, the Nexus X (aka the Nexus 6 or Motorola Shamu), is rumored to be released soon, though an exact date has not yet been officially announced by Google.  The next generation in Google’s powerful yet affordable lineup of smartphones is speculated to be a 5.9” phablet with Quad HD resolution powered by Qualcomm’s Snapdragon 805.  The new device follows the latest trend by device makers to super-size smartphones.  While, given their size, these phablets are polarizing for many users, they allow device makers to show off their best-of-breed technologies, and though they make up a small proportion of the total smartphone market, phablets typically command premium prices and higher margins for vendors. 

The Next Nexus?

 

Strategy Analytics forecasts phablet and other handset sales in our WDS (Devices) report: Handset Sales Forecast by Type: Phablet, Superphone, Smartphone, Feature Phone & Basic Phone.  The phablet and superphone segments look especially promising as a super-high-growth market, bolstered by consumers' preferences for display sizes bigger than 4 inches. These comprehensive report forecasts global mobile phone sales by type from 2003 to 2020, and it identifies which categories will grow at above-average rates during the next 7 years. Types of devices covered include super-phablets, standard phablets, superphones, standard smartphones, smart feature phones, standard feature phones and basic phones.


October 2, 2014 18:55 nmawston

According to new research from our WDS (Devices) service, Blackberry is planning to launch a fresh wave of unconventional cellphone designs in 2015. The recent Passport model -- with its square formfactor and touch-keyboard -- is "step 1" in Blackberry's multi-step roadmap for visually differentiated 4G phone models next year. Blackberry knows it MUST "do something different" to stand out on retailer store shelves -- and making eyecatching hardware is one way of doing that. However, there is a very fine line between "quirky good" and "quirky bad" for cellphone design. At the moment, Blackberry Passport -- which we forecast will ship 1 million units worldwide in 2014 -- hovers right in the middle between those two boundaries of good and not-so-good. Blackberry still has not yet wowed us -- but the company is thinking along the right lines.

More analysis of Blackberry Passport and the vendor's device strategy for 2015 can be viewed by clients here.


September 19, 2014 16:22 nmawston

Sony, of Japan, has a proud history of innovating revolutionary gadgets. It released the Walkman portable music player in the 1970s, and the PlayStation games console during the 1990s. But for smartphones in the 2010s, Sony's Xperia range has not fared quite so well. The vendor's global smartphone ranking has drifted from 6th to 9th in the past three years. The Sony Group this month wrote down billions of US dollars in its financials, partly as a result of the lackluster phone division.

What can Sony Mobile do to recover its mojo in smartphones?

Our WDS (Devices) research analysts recommend 3 simple but effective actions for Sony Mobile in 2015:

1. Expand distribution. In the US, China and India -- the "big 3" markets -- Sony needs to regrow;

2. Rebrand Xperia. Develop a new sub-brand for a new portfolio;

3. Target prepaid phones, not just postpaid. It is working for ZTE and others.

Above all, Sony Mobile must get its skates on. Xperia must NOT become "Ex-peria".


September 18, 2014 11:50 nmawston

At a recent event in London, UK, Motorola outlined its plans to re-attack the Western European cellphone market in the second half of 2014. The vendor is launching four new flagship products -- two phones, one Bluetooth headset and a smartwatch. However, some products, like the Moto 360, are far from perfect, and Motorola clearly has some way to go to fully recover in the European arena. Additional analysis of Motorola's European prospects in 2015 can be downloaded by clients of our WDS (Devices) reserach service here.


September 12, 2014 16:10 nmawston

Apple finally caught up with the rest of the mobile industry this week -- the first phablet was launched way back in 2011 -- and announced its new "iPhone6 Plus" phablet with a 5.5-inch screen, 1080p HD resolution and 401 ppi.

Our WDS (Devices) research service forecasts Apple iPhone6 Plus is now entering a huge global phablet market that will reach 300 million shipments in 2014.

The iPhone6 Plus will launch commercially worldwide in September 2014. We expect North America, Western Europe, Japan and China to be its largest markets. Its worldwide pricing will be in the premium-tier.

The iPhone6 Plus will have a slightly better camera / HD video (hardware and software) and be powered by Apple's A8 chip (faster graphics, enhanced battery life) and M8 coprocessor.

As expected, the iPhone6 range contains LTE Cat 4. This will enable faster data access for advanced apps, such as real-time gaming. There will also be VOLTE for crisper voice calls (but it may hit battery life), quicker 802.11ac WiFi data access, and the ability to make voice calls over the WiFi network (many mobile carriers will dislike that feature).

There are now 1.3 million apps available in the Apple App Store, so the ecosystem for Apple iPhone remains strong. Apple is partnering with developers, like Gameloft and Disney, to deliver console-quality mobile games. Apple deserves credit for pushing ahead with its mobile gaming strategy, because our research indicates games are the world's most popular mobile app.

Health apps now play a key role in iOS 8. For example, the iPhone6 portfolio will measure physical activity, like your number of steps. There is also a barometer for height sensoring. None of these are new features, and plenty of other vendors, like Samsung, already have similar features in their smartphone portfolios. In the bigger scheme of things, Apple today is no doubt optimizing its iPhone portfolio for the upcoming wearables industry that is emerging tomorrow.

Overall, the iPhone6 Plus is "as expected" and there are few surprises (most of the features and apps were already leaked). The iPhone6 Plus is a solid phablet that will quickly sell tens of millions units worldwide during the rest of this year. Rivals, like Samsung, LG, Motorola and others, will be getting a few restless nights of sleep in the coming months.


September 9, 2014 18:11 nmawston

Apple finally caught up with the rest of the mobile industry today and announced its new "iPhone6 Plus" phablet with a 5.5-inch screen, 1080p HD resolution and 401 ppi.

Our WDS (Devices) research service forecasts Apple iPhone6 Plus is now entering a huge global phablet market that will reach 300 million shipments in 2014.

The iPhone6 Plus will launch commercially worldwide in September 2014. We expect North America, Western Europe, Japan and China to be its largest markets. Its worldwide pricing will be in the premium-tier.

The iPhone6 Plus will have a slightly better camera / HD video (hardware and software) and be powered by Apple's A8 chip (faster graphics, enhanced battery life) and M8 coprocessor.

As expected, the iPhone6 range contains LTE Cat 4. This will enable faster data access for advanced apps, such as real-time gaming. There will also be VOLTE for crisper voice calls (but it may hit battery life), quicker 802.11ac WiFi data access, and the ability to make voice calls over the WiFi network (many mobile carriers will dislike that feature).

There are now 1.3 million apps available in the Apple App Store, so the ecosystem for Apple iPhone remains strong. Apple is partnering with developers, like Gameloft and Disney, to deliver console-quality mobile games. Apple deserves credit for pushing ahead with its mobile gaming strategy, because our research indicates games are the world's most popular mobile app.

Health apps now play a key role in iOS 8. For example, the iPhone6 portfolio will measure physical activity, like your number of steps. There is also a barometer for height sensoring. None of these are new features, and plenty of other vendors, like Samsung, already have similar features in their smartphone portfolios. In the bigger scheme of things, Apple today is no doubt optimizing its iPhone portfolio for the upcoming wearables industry that is emerging tomorrow.

Overall, the iPhone6 Plus is "as expected" and there are few surprises (most of the features and apps were already leaked). The iPhone6 Plus is a solid phablet that will quickly sell tens of millions units worldwide during the rest of this year. Rivals, like Samsung, LG, Motorola and others, will be getting a few restless nights of sleep in the coming months.


August 11, 2014 11:39 nmawston

According to new research from our WDS (Devices) serviceworldwide mobile phone shipments grew +6% annually in Q2 2014. Asia and Africa Middle East were the world's fastest-growing regions, with LG, Alcatel-TCL and Lenovo all significant contributors. Huawei registered its best-ever single quarter in terms of handset volume shipments, while Alcatel recorded its second-best ever quarter and best Q2 ever. This published report, available to clients, details quarterly mobile phone marketshare for the world's top 30 vendors in North America, Central & Latin America, Western Europe, Central & Eastern Europe, Africa Middle East and Asia Pacific.


August 6, 2014 22:02 nmawston

According to our Devices (WDS) research service, Samsung’s global mobile phone shipments dipped annually in Q2 2014, in the face of growing pressure from Chinese and local vendors in markets worldwide. However, in the high-value LTE segment, Samsung is a clear global leader and it is well positioned to attack the fast-emerging China 4G market in the second half of 2014. This published report, available to clients, includes additional datapoints and analysis of Samsung's LTE gains.


July 30, 2014 23:06 lsui

According to the latest Global Handset Subsidy Forecast by Region & Country : 2011 to 2020 report from our Wireless Device Strategies (WDS) service, global handset subsidy spending by mobile operators reached a peak in 2013. Subsidies will lessen from 2014 onwards as carriers tighten further their subsidy budgets.

Some major operators in tier-one countries, such as AT&T US or China Mobile, are trying actively to reduce handset subsidies. This means global handset subsidies will slip both in volume and value for the foreseeable future.

The US remains the largest subsidy country by value, while China will overtake the US to become the biggest subsidy country by volume in 2014.

Our extensive report, published here, provides worldwide handset subsidy forecasts by 6 regions and 2 key countries from 2011 through 2020. Subsidized handset volumes, average subsidy per subsidized handset, as well as total subsidy spend are included. Further breakdowns by device-type (smartphone vs. non-smartphones) and by subscription type ( prepaid vs. postpaid) are included, as well.