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.

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.


October 6, 2011 20:28 Neil Shah

The latest news development reported by Wall Street Journal on Sony the Consumer Electronics giant possibly nearing the deal to buy out Telefon AB L.M. Ericsson's stake in their mobile-phone joint venture has opened up the potential for a new bigger player in this connected ecosystem race.

What is the key driver of this development? It is the need to build, expand and control the future connected ecosystem.

Post the 2009 recession, in the last two years we have seen the mobile devices landscape quickly shifting towards fast growing smartphones. This coincides well with the growing internet revolution as consumers are familiarizing themselves with the concept of accessing the internet for almost everything and from almost everywhere.

Apple has no doubt led the way benefitting from the vision of one of the greatest technical evangelist and entrepreneur Mr. Steve Jobs who will be deeply missed, in building the world's leading app-centric ecosystem. Apple has leveraged the internet by stitching the applications and services with intuitive hardware and building a highly synergized business model across the entire portfolio of devices from smartphones, iPods, MacBooks to TV (Apple TV), etc. The future is no doubt going to be dictated by players such as Apple, Samsung who are way ahead in hardware-connected-ecosystem race as well as collaboration with internet and software giants such as Google, Microsoft, Amazon, Yahoo who themselves are too fighting for presence across each device and each screen in the software-connected-ecosystem battle. However, Apple is an exception as it is a highly vertically integrated with footprint across hardware, software as well as services.

Sony's renewed interest to rope in Sony-Ericsson under "Sony" branded umbrella, the vendor definitely offers some promise here in its first step towards streamlining and extending control across all its products and will put life back into struggling Sony Ericsson's mind-share, market-share and brand-share. Sony cannot be discounted as a growth player who could become a top vertically integrated player and compete closely with likes of Samsung and Apple leveraging its cutting edge hardware (TV, PSP Game Consoles, Smartphones, Tablets, Laptops, Cameras, Music Players, Blu-Ray Players, Semiconductor, Display and Optics Components) as well as popular content services (Music, Movies, Games, etc.) portfolio. With this acquisition Sony will close-in gap with Samsung, but to become Apple, the next steps for Sony should be:

1. Android is a good solution for short-term but for long-term Sony should own a differentiated platform offering unique top-notch user-experience and which can seamlessly tie in its entire promising portfolio.

2. Next step will definitely be to cash in by building a robust advertising and digital content sales channel via the above platform. This will also ward off any risk of competitors subsidizing the services using advertising causing potential revenue losses to Sony.

In light of this, for hardware OEMs (Nokia, HTC, etc.) and other software players (Amazon, etc.), the list of big potential ecosystem competitors has grown further - Apple, Samsung, Google, Microsoft and now Sony.