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 22, 2014 11:31 nmawston

Unconfirmed rumors are arising yet again in the mobile industry that Lenovo of China will soon try to purchase part or all of Blackberry in Canada. Such rumors have been around for 2+ years, of course -- but the sound of the drumbeat has recently gotten louder again.

Why would Lenovo be interested in Blackberry? Our WDS (Devices) service indicates there are at least three main reasons. They are:

1. Deeper distribution among global carriers and companies;
2. Good OS software for phones and cars (e.g. BB10);
3. Mature mobile security software.

Should Lenovo try to takeover Blackberry? In our view, it would be a risky move. First, the Canadian government may forbid a partial or full merger, due to security or economic reasons. Second, Lenovo today is already struggling to close the deal on its loss-making Motorola takeover. And third, Blackberry is showing signs of financial stabilization right now -- for the first time in years -- Blackberry executives may no longer want to rollover and just "give up".


October 22, 2014 10:15 nmawston

Qualcomm, one of the world's largest component makers, is starting to promote 4K content and 4K video-recording for cellphones in 2015 (e.g. see page 7 of this published Qualcomm report). Device vendors and component builders are keen to sell more 4K phones next year because the integrated technology can differentiate their brands and raise average selling prices. Consumers are certainly interested in 4K phones, but relatively high costs, limited 4K content, and slightly confusing marketing ("what is 4K") are challenges for the category in the near-term. A forecast for global 4K phone sales by region through 2020, from our WDS (Devices) service, can be downloaded by clients at this link.


October 21, 2014 03:04 woh

According to the recently published insight report for Motorola under our Wireless Device Strategies (WDS) service, Motorola is clearing showing signs of rebounding in terms of global handset shipment units in Q3 2014, mainly due to the continued and robust sales of its affordable Moto G and Moto E handsets across Latin America, Western Europe and Asia Pacific. This is the Motorola's fifth straight quarter of sequential handset shipment growth. We estimate that Motorola is capturing 2% global handset market share during Q3 2014. Additional in-depth analysis on volume and value metrics can be checked at this link.


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 1, 2014 12:27 nmawston

According to a new report from our WDS (Devices) research service, global LTE handset sales will grow a huge +500% between 2013 and 2020. From 2018 onwards, 4G will make up the majority of handsets sold worldwide. Our extensive report forecasts LTE handset sales from 2010 through 2020, including sales by type, category and mode. Specific categories include LTE-Advanced, LTE-Broadcast, LTE-Direct, VoLTE, LTE Cat 3 through 10, FD-LTE and TD-LTE. The report is a valuable tool for handset vendors, component makers, software developers, operators and other stakeholders to support their high-growth 4G planning activities.


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 16:14 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.


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.


September 2, 2014 17:28 nmawston

IFA, one of the world's largest mobile and consumer electronic industry tradeshows, and several satellite events, will take place this week in Berlin, Germany, between Tuesday 2nd and Wednesday 10th September, 2014.

Interest in IFA has been sluggish in recent years, but this year's event has something of a buzz about it. Analysts from our WDS (Devices) research service will be attending the event and pounding the show floor to bring you the latest updates.

We highlight three major trends that you MUST prioritize to explore at the IFA show:

1. Wearables: Numerous hardware makers are keen to get their smartwatches and fitness bands into the global market before Apple's rumored iWatch / iTime juggernaut arrives in the coming weeks. We recommend visiting the booths of Samsung, LG, Sony and Motorola to view their latest smartwatch models. We believe Samsung will focus partly on fitness, LG and Motorola on design, and Sony on Japanese-centric features like waterproofing.

2. Phablets: If 2015 is the year of the smartwatch, then 2014 is the year of the phablet. The global market, particularly across Asia, is being flooded with them. Samsung's Note 4 will be the highlight of IFA and the main mobile show in town. Can Samsung wow enough to outshine Apple's imminent new iPhone 6 portfolio? Will big-screen phablets cannibalize small-screen tablets next year?

3. Motorola: Expect to see an increasingly confident Motorola touting its new products. With Lenovo's money and momentum behind it (subject to various regulatory approval), the Motorola team looks very motivated right now. We expect to view the updated G2 and X+1 smartphone models at competitive pricepoints, as well as the fashion-centric 360 smartwatch with a rounded face. Europe rivals, like Wiko France, will be looking nervously over their shoulders.