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.

January 2, 2015 03:21 woh

Analysts from our Wireless Device Strategies (WDS) research service will be attending CES 2015, one of the most important mobile and electronic trade shows, in sunny Las Vegas, US, next week, from Tuesday 6th to Friday 9th January, 2015.

Just like the last several years, mobile devices, such as smartphones and smartwatches, will be an integral part of the event. We will be blogging live from the show every day.

Here are five mega trends across the mobile device world we expect to see at CES 2015 and recommend clients / journalists focus on:

1. Wearables will be huge. More practical, diverse and fashionable devices across smartwatches, smartglasses, VR headsets and fitness bands will be there to attract a lot of attentions. You will experience not only diversified devices themselves but also empowered solutions, such as health/fitness, gaming and payment. Companies to visit will include Samsung, Sony, LG, ZTE, Huawei, Qualcomm, Microsoft, Intel, Garmin, Oculus and FitBit. Also don't forget to check if traditional wrist-watch makers such as Tag Heuer would exhibit their first smartwatches in Las Vegas.

2. Curved smartphones will fascinate the world again with the 2nd round of products such as LG G Flex 2. They are the first step on the industry's road to rollable touchscreens. Pioneering companies to visit will include Samsung and LG.

3. 2K Display will be widespread. A growing number of vendors are adopting QHD display for their flagship products. Samsung and LG will be sure to exhibit their flagships with 2K display during CES 2015, and you may be seeing more 2K products from ZTE, Sony, Xiaomi, Lenovo and others.

4. LTE-A Capable handsets will be hot. Not only Samsung and LG, but more and more vendors such as Huawei, ZTE, HTC, TCL-Alcatel and Microsoft will be likely to display their newest flagships supporting CAT 6 and above. You might want to stop by Samsung booth to test 450Mbps downlink rate (CAT 9) with the new Samsung flagship Galaxy Note 4 S-LTE.

5. Budget smartphones priced between $50 and $150 in retail will be occupying the exhibition halls during the show. Most of these lower-priced phones will be coming with appealing specifications and services, running on Android One, Tizen, Windowsphone and Firefox. They are targeting the growing emerging markets such as India, Brazil, Indonesia and of course, China. Major device makers that you have to prioritize will be Samsung, TCL-Alcatel, Huawei, ASUS, Lenovo and a slew of local vendors from China and elsewhere.

Please check back here, every day, to our blog pages next week for further blogs and daily updates from CES 2015.





November 6, 2014 04:37 woh

One of the fast growing local handset vendors, Micromax in India, shipped its highest handset units worldwide during Q3 2014, capturing the estimated 2% global handset market share. Boosted by the strong volume growth, Micromax ranks the world's 10th largest handset vendor in our handset vendor ranking in Q3 2014 for the first time ever.

Micromax is doing very well in its home Indian market, and is growing its market share in overseas markets such as Bangladesh, Nepal and Russia, and is preparing to roll out its handsets in more overseas markets. The detailed analysis on the Q3 2014 global handset vendor volume and market share can be viewed at this link, available to our paid WDS clients.


October 30, 2014 02:35 woh

According to the latest report from our WDS (Devices) research service, global MOBILE PHONE shipments grew 8 percent annually to reach 460 million units in the third quarter of 2014. LG was the star performer, capturing 5 percent marketshare and reaching its highest level in the overall mobile phone market for three years.

 

Global mobile phone shipments grew 8 percent annually from 427.2 million units in Q3 2013 to 459.5 million in Q3 2014. Smartphones accounted for 7 in 10 of total mobile phone shipments during the quarter. The 8 percent growth rate of the overall mobile phone market is being driven by healthy demand for 3G and 4G models across Asia, Africa and Latin America.

 

Samsung dipped 15 percent annually and shipped 101.7 million mobile phones worldwide, capturing 22 percent marketshare in Q3 2014. Samsung’s growth rate has slowed recently due to tougher competition from Chinese vendors, but Samsung maintains a good product portfolio and it is still shipping more mobile phones worldwide than Apple and Nokia combined. Nokia shipped 52.2 million mobile phones worldwide for 11 percent share in Q3 2014. Nokia, now owned by Microsoft, continues to face intense rivalry from Apple and dozens of Android vendors across all price-bands.

 

Apple shipped 39.3 million iPhones worldwide in Q3 2014, up from 33.8 million a year earlier. We note Apple’s annual growth rate has almost halved from 26 percent in Q3 2013 to 16 percent in Q3 2014. Apple is finding it harder to achieve growth this year, despite a successful recent launch of the new iPhone 6 portfolio. LG had a strong quarter, capturing 5 percent share of the global mobile phone market, reaching its highest level since the third quarter of 2011. LG is performing well in the US and Europe, but we caution that China and India remain major weak-spots that the vendor still needs to address.

 

Other findings from the research include:

·         Xiaomi shipped 18.0 million mobile phones worldwide for a record 4 percent marketshare to become the world’s fifth largest vendor for the first time ever in Q3 2014. The vast majority of Xiaomi’s global mobile phone shipments take place in China, where it has a famous brand and an extensive retail presence;

·         A long tail of second-tier brands continues to build momentum beyond the top five mobile phone brands. Key emerging challengers in mobile phones worldwide at the moment include TCL-Alcatel, Oppo, Vivo, Lenovo and others. They are important players to monitor.

 

Exhibit 1: Global MOBILE PHONE Vendor Shipments and Market Share in Q3 2014  [1]

Global Mobile Phone Vendor Shipments (Millions of Units)

Q3 '13

Q3 '14

Samsung

120.1

101.7

Nokia (Microsoft)

64.6

52.2

Apple

33.8

39.3

LG

18.3

21.8

Xiaomi

5.2

18.0

Others

185.2

226.5

Total

427.2

459.5

     

Global Mobile Phone Vendor Marketshare (%)

Q3 '13

Q3 '14

Samsung

28.1%

22.1%

Nokia (Microsoft)

15.1%

11.4%

Apple

7.9%

8.6%

LG

4.3%

4.7%

Xiaomi

1.2%

3.9%

Others

43.4%

49.3%

Total

100.0%

100.0%

 

 

 

Total Growth: Year-over-Year (%)

9.4%

7.6%

     

Source: Strategy Analytics

   

 

 

 


[1]  Numbers are rounded. The term “Mobile Phone” is defined as smartphones plus feature phones combined.


September 12, 2014 16:14 nmawston

According to new research from our WDS (Devices) analysis service, global LTE mobile phone industry revenues rose +44% annually during Q2 2014. Apple remained the world's largest 4G handset vendor by revenue, followed by Samsung and LG. Chinese vendor ZTE delivered the highest revenue growth among major 4G players, driven by its volume expansion. Our extensive report -- published here for clients -- provides quarterly global LTE handset shipments, wholesale (transfer) pricing, and revenue metrics for 20 major vendors from Q1 2011 to Q2 2014. The report is a vital tool for monitoring the financial health and tiered marketshare of leading LTE brands such as Nokia, HTC, BlackBerry, Samsung, Apple and others.


July 30, 2014 04:23 woh

According to a recent Q2 2014 report for LG, published under our Wireless Device Strategies (WDS) service, LG finally came back into profit for the first time in a year, due to robust shipments of LTE smartphones such as the G3, G2, G Pro 2 and G2 mini, and the widespread availability of affordable L-series 3G smartphones across both developed regions and emerging markets. However, China and India, the two biggest handset markets in the world, still remain a weak-spot for LG to address immediately, as a number of locally-focused vendors, such as Xiaomi, are growing their market presence quarter by quarter.


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.


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.


January 3, 2014 18:06 nmawston

According to our Wireless Device Strategies (WDS) service, global mobile phone shipments will grow +6% in 2014. Samsung, Apple and multiple 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, software developers, operators and other stakeholders to support their planning activities for the coming year.


June 6, 2013 19:34 swaltzer

According to our Wireless Device Strategies (WDS) service, mobile phone wholesale (trade) revenues in India will grow by 17% in 2014. This is faster than the global average. Solid mobile phone volumes and rising wholesale prices due to a 3G boom will drive revenues higher.  More analysis and forecasts can be viewed by clients here

 



October 5, 2012 11:54 nmawston

This published report, from our Wireless Device Strategies (WDS) service, tracks 25 of the most-important emerging mobile phone "microvendors" on a quarterly basis, capturing a combined 7% global marketshare in H1 2012. Why are microvendors important? In a nutshell, microvendors are the potential stars of tomorrow's cellphone industry.

Micromax and Coolpad are currently the world’s “big two” microvendors that dominate cellphone volumes among tier-three players. In addition, many microvendors, such as Xiaomi of China, are currently growing faster than the overall market as they ramp up their output of 3G Android phones. More analysis can be viewed by clients here.