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.

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.


December 16, 2011 15:18 Alex Spektor

Analysts from our Wireless Device Strategies (WDS) service attended the recent 2011 Broadcom Analyst Day held in New York City, where the semiconductor firm highlighted its recent successes in the wireless chipset space and outlined a strategy for further growth.

Broadcom's major revenue growth driver so far has been the proliferation of its "combo chip" wireless connectivity solution, providing enabling technologies like Bluetooth, Wi-Fi, GPS, and NFC. The solution, Broadcom claims, gives them a typical ASP of US $6-8, which provides a healthy contribution thanks to Broadcom's strong marketshare. Moving forward, Broadcom is seeking revenue uplift from going after the combination baseband/applications processor/GPU market, which together with the wireless combo chip would yield to Broadcom a per-handset ASP of US$12-30. Indeed, Broadcom are already well on their way, and according to our Handset Component Technologies team, Broadcom broke into top-five smartphone AP chip supplier rankings during Q3 2011.

The first phase of Broadcom's long-term plan targets the low-end smartphone market, where Broadcom claims that its solution delivers better performance, dollar for dollar. In particular, Broadcom is targeting cost-sensitive Indian and Chinese microvendors, which are small individually but, according to our Wireless Device Strategies service, together represented about 1 in 10 handsets shipped worldwide during Q3 2011. Going after the low-end smartphone segment, we believe, is a wise decision. Indeed, according to our Wireless Smartphone Strategies (WSS) service, more than half of all smartphones will be priced below US$200 wholesale globally in just a few years.

The second phase of Broadcom's long-term plan will be to target the emerging LTE market. Indeed, we expect well over 100 million LTE phones to be sold during the next two years. Coupled with the technology's significantly above-average ASPs, makes it an attractive market for Broadcom to target.

Ultimately, the success of Broadcom's long-term strategy depends on their ability to gain design wins with microvendors and megavendors alike. The recent success of the Broadcom-powered Samsung Galaxy Y is an early indicator that initial momentum is in the right direction.

Alex Spektor
Wireless Device Strategies


December 14, 2011 11:28 nmawston

Strategy Analytics forecasts worldwide HTML5 phone sales will surge from 336 million units in 2011 to 1 billion units in 2013. HTML5 has quickly become a hyper-growth technology that will help smartphones, feature phones, tablets, notebooks, desktop PCs, televisions and vehicles to converge through cloud services.

We forecast worldwide HTML5 phone sales to hit 1 billion units per year in 2013. Growth for HTML5 phones is being driven by robust demand from multiple hardware vendors and software developers in North America, Europe and Asia who want to develop rich media services across multiple platforms, including companies like Adobe, Apple, Google and Microsoft. We define an HTML5 phone as a mobile handset with partial or full support for HTML5 technology in the browser, such as the Apple iPhone 4S.

We believe HTML5 will help smartphones, feature phones, tablets, notebooks, desktop PCs, televisions and vehicles to converge in the future. HTML5 will be a pivotal technology in the growth of a multi-screen, 4G LTE cloud that is emerging for mobile operators, device makers, car manufacturers, component vendors and Web app developers. With its potential to transcend some of the barriers faced by native apps, such as cross-platform usability, HTML5 is a market that no mobile stakeholder can afford to ignore.

However, despite surging growth of HTML5 phone sales, we caution that HTML5 is still a relatively immature technology. HTML5 currently has limited APIs and feature-sets to include compared with native apps on platforms such as Android or Apple iOS. It will require several years of further development and standards-setting before HTML5 can fully mature to reach its potential as a unified, multi-platform content-enabler.

The full report, Global HTML5 Handset Sales Forecast, is published by our Wireless Device Strategies (WDS) service, details of which can be found at this link: http://www.strategyanalytics.com/default.aspx?mod=reportabstractviewer&a0=6901.


June 4, 2010 19:06 Neil Shah
The global handset industry continues to grow and fragment. Due to platform facilitators like MediaTek, manufacturing a 2G cellphone is easier than ever. These trends have led to the emergence of a long tail of dozens of microvendors, mostly from China and India. Numerous microvendors have benefitted from the surging demand for low-cost 2G phones in rural and suburban markets. According to our Handset Country Share Tracker (HCST) report for Asia, leading microvendors Micromax and Tianyu are ranked among the top 6 brands in their domestic markets of India and China. What have been the main reasons for the microvendors' growth? • OEM-partnered low-cost handset solutions; • Strong ultra-low- and entry-level portfolios at very competitive price-points; • Innovative features for local needs and tastes, such as 30-day standby battery (important feature for regular electricity deprived rural markets), torch-light, theft tracker, multimedia player, video call, AM/FM Radio and dual-SIM; • Extensive retail distribution footprints; • Aggressive advertising and brand promotions; The microvendors have gone after first-time and second-time buyers and emerged with some success. However, key questions that arise are -- how many microvendors are successfully selling and how have they originated? Is there any major differentiation between their offerings? How are the microvendors positioning their brands? What are the microvendors doing in order to compete at the next level, such as 3G smartphones? Thus, starting in Q1 2010, we are now actively tracking an additional 25 emerging microvendors every quarter. These top 25 microvendors have captured a combined 4% global marketshare. Micromax and Spice top our rankings, which include other vendors from diverse industries such as consumer electronics and personal computing. We expect the long tail of Asian vendors will remain active for the foreseeable future, as they focus their efforts on a next wave of emerging 3G handset growth in 2011. Our published Microvendors report for Q1 2010 is available to download for clients here.