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.

April 16, 2014 14:36 nmawston

According to a new report from our Wireless Device Strategies (WDS) service, global dual-SIM handset sales will grow a healthy +18% YoY in 2014. Asia, China, India and Africa remain the key markets for popular dual-SIM phones. Nokia, Samsung, Lenovo and Micromax are among major players with high marketshares driving the industry worldwide. Dual-SIM, dual-active (DSDA) models continue to find niche traction in higher-tier segments. Consumers like dual-SIM phones for their flexibility, while carriers dislike them for their churn potential. Our published report, available to clients, contains extensive forecasts for global dual-SIM (multi-SIM) handset sales in 6 major regions and 2 key countries, including China and India, from 2004 to 2020. Qualitative analysis of key vendors and key technologies in this market are included too.


March 18, 2014 23:13 yli

Our Wireless Device Strategies (WDS) service recently published a report : China LTE Phone Sales Will Rocket to 135 Million Units in 2014. In there, we predict China Mobile will concentrate on three-mode and five-mode LTE cellphones this year. China Mobile has since reported a shift back toward five cellular modes (TD-LTE / FD-LTE / WCDMA / TD-SCDMA / GSM) for all customized and procured LTE phones via China Mobile's operator channels from June 2014 onwards. We have confirmed this move with China Mobile.
 
We believe the shift to five-mode phones will slow down LTE handset prices penetrating down below the RMB 600 level this year. However, three-mode (TD-LTE / TD-SCDMA / GSM) LTE handsets will continue to be available via open channels (e.g. Gome), and make up a meaningful portion of open-channel LTE volumes in 2014.
 
The shift will also resolve the roaming issues for end-users and save some R&D costs for device vendors. Qualcomm and Marvell will benefit from the move. Both are among the key LTE chipset suppliers for China's LTE market at this moment. However, local chipset makers, such as Spreadtrum, may face some headwinds from it.
 
Apple and Samsung remain major 4G handset suppliers in China at the moment -- however, we expect leading local players, such as Huawei, ZTE, Coolpad and Lenovo, will play an increasing role in this fast-growing market. Meanwhile, second-tier and third-tier local brands, such as Tianyu, Hisense, Gionee, Vivo, OPPO and Changhong, are likely to be aggressive challengers in the LTE segment later this year and worth keeping an eye on.



February 16, 2014 16:43 yli

According to our Wireless Device Strategies (WDS) service, LTE cellphone sales will surge +547% YoY to reach 135 million units in China during 2014. The market is set to take off. Leading brands across the LTE  phone spectrum in China during 2014 will include China Mobile, Samsung, Lenovo, Qualcomm, MediaTek and others. China will very soon be the world's largest 4G market. More analysis and data can be downloaded by clients here.

 


February 7, 2014 17:04 nmawston

Accoding to our Wireless Device Strategies (WDS) service, Motorola’s global mobile phones shipments dipped slightly in Q4 2013. New models, like the Moto X and G, were introduced with much hype. However, the highlight of the quarter was Lenovo’s purchase of Motorola from Google. Offering an ecosystem of PCs, tablets and smartphones to carriers and corporates, Motorola-Lenovo is now a “one stop shop” for mobile and portable devices that can credibly challenge Samsung, Apple and others. More analysis of this major strategic shift in the industry can be viewed by clients here.


February 7, 2014 16:56 nmawston

According to our Wireless Device Strategies (WDS) service, Huawei grew its worldwide mobile phone shipments three times faster than the industry average in the fourth quarter of 2013. The Chinese vendor is outperforming in Asia and Europe. However, Huawei continues to lag badly in the valuable LTE handset segment. With 4G emerging fast in China, can Huawei finally crack the LTE market this year? More analysis can be downloaded by clients here.

 


January 31, 2014 18:39 nmawston

According to our Wireless Device Strategies (WDS) service, LG grew handset shipments five times faster than the industry average in 2013. The company delivered a surprisingly good year. However, LG’s profits remain lackluster, and its presence in China, the world’s biggest market, continues to disappoint. With LTE emerging fast in China, and LTE a core area of strength for LG, can LG finally crack China in 2014? More analysis can be downloaded by clients here.


January 31, 2014 14:23 nmawston

As predicted last year in this June 2013 report -- from our Wireless Device Strategies (WDS) service -- Chinese mobile phone makers, like Lenovo, are firmly on the hunt for takeovers of local or foreign brands.

Lenovo has recently acquired Motorola (assuming government approvals). We can tick that one off the list. Who might be next on the takeover target list? Well, we'll be keeping a close eye this year on companies such as Xiaomi and HTC, that's for sure. They are either ambitious to grow (Xiaomi) or struggling to grow (HTC). Time will tell.


January 28, 2014 01:15 nmawston

TCL-Alcatel was the world's 5th largest mobile phone vendor in Q4 2013. Some say it is the biggest handset brand you never heard of. Where is the firm strongest and weakest? How did it get here? Where is it headed next? Should rivals, like Apple, Motorola and Samsung, be worried?

Clients of our Wireless Device Strategies (WDS) research service can download additional analysis of TCL-Alcatel in this report here and this blog here.


January 8, 2014 20:52 nmawston

Analysts from our Wireless Device Strategies (WDS) research service are at the CES trade show this week in Las Vegas, US, from Sunday 5th to Thursday 9th January, 2014.

Our blog from Day 1 (Monday) can be viewed here.

These are three key trends and important device models we have identified at the event on Day 2 (Tuesday):

1. As expected, Intel unveiled several wearable devices, including a smart-watch and a smart-headset. They are prototypes for now. What purpose do they serve? Three main reasons: first, they showcase Intel's new products, such as the Edison platform. Second, wearables offer fresh growth opportunities beyond the maturing PC market and crowded smartphone segment. Third, and most importantly, Intel's devices are a sign that more component makers will eventually become device makers as the component industry becomes more challenging. I expect Qualcomm and others to follow a similar path.

2. The new CEO of BlackBerry indicated that its first Foxconn-built smartphone later this year will be priced around the mid-tier level. This will put BlackBerry in direct competition with Samsung, the king of the mid-range worldwide. BlackBerry will have to develop something special, for hardware and software, if it wants to challenge the South Korean brand. It will not be easy.

3. Smartphones to control the digital home have been displayed at plenty of booths at the show. For example, the Belkin-Jarden Crock-Pot, available in the US in H1 2014, is a wireless pot for the kitchen where your food-cooking temperature can be controlled through a WiFi handset. This is cool and fashionable, of course, but still very niche at the moment.

Please check back here, every day, to our blog pages for further blogs and daily updates from CES this week.


January 7, 2014 23:27 nmawston

Our Wireless Device Strategies (WDS) service predicts global mobile phone shipments to grow +6% in 2014. Samsung, Apple and Chinese vendors, including Huawei and Lenovo, will be among the main vendors driving growth, with 4G providing significant uplift in mature markets such as South Korea, Japan and the US.

This published report, available to clients, forecasts global handset, smartphone and feature phone shipments by quarter for 12 of the world's largest vendors from 2000 to 2014. Global grey phone volumes by quarter through 2014 are also included.

The report is a valuable tool for component makers, device vendors, software developers, operators, carmakers and other stakeholders to support their future quarterly planning activities.