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.

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.


August 6, 2014 22:02 nmawston

According to our Devices (WDS) research service, Samsung’s global mobile phone shipments dipped annually in Q2 2014, in the face of growing pressure from Chinese and local vendors in markets worldwide. However, in the high-value LTE segment, Samsung is a clear global leader and it is well positioned to attack the fast-emerging China 4G market in the second half of 2014. This published report, available to clients, includes additional datapoints and analysis of Samsung's LTE gains.


July 30, 2014 23:06 lsui

According to the latest Global Handset Subsidy Forecast by Region & Country : 2011 to 2020 report from our Wireless Device Strategies (WDS) service, global handset subsidy spending by mobile operators reached a peak in 2013. Subsidies will lessen from 2014 onwards as carriers tighten further their subsidy budgets.

Some major operators in tier-one countries, such as AT&T US or China Mobile, are trying actively to reduce handset subsidies. This means global handset subsidies will slip both in volume and value for the foreseeable future.

The US remains the largest subsidy country by value, while China will overtake the US to become the biggest subsidy country by volume in 2014.

Our extensive report, published here, provides worldwide handset subsidy forecasts by 6 regions and 2 key countries from 2011 through 2020. Subsidized handset volumes, average subsidy per subsidized handset, as well as total subsidy spend are included. Further breakdowns by device-type (smartphone vs. non-smartphones) and by subscription type ( prepaid vs. postpaid) are included, as well.


July 30, 2014 22:34 lsui

According to our latest Q2 2014 Huawei Insight Report, from our Wireless Device Strategies (WDS) service, Huawei's global mobile phone shipments jumped an impressive +60% annually during Q2 2014, well above the industry average growth rate. For the first time ever, Huawei become the world's 4th largest mobile phone vendor, surpassing LG and closing in on Apple.

Huawei maintained strong momentum in the smartphone market, where its shipments grew +81% YoY, more than three times above the industry average. Huawei strengthened its position as the world's third largest smartphone vendor this quarter, with a marketshare at record levels.

Huawei made huge progress in the global 4G market this quarter. Its worldwide LTE handset volume share tripled from last quarter. Leveraging its own chipset platform for vertical integration, Huawei is becoming more sophisticated and it is well-positioned to grow further in the 4G segment during H2 2014.

More analysis of Huawei can be viewed by clients here.


July 19, 2014 00:38 nmawston

According to our WDS (Devices) research service, Motorola’s global handset shipments increased sharply during Q2 2014. New Android models, like the Moto E and G, are driving higher volumes across Latin America, Europe and Asia. After eight relentless years of decline, Motorola is finally regaining marketshare. However, North America and China remain major weakspots for the company and they are proving to be significant obstacles. Additional data and analysis of Motorola's second-quarter performance can be downloaded by clients here.


May 27, 2014 15:13 nmawston

Our WDS (Devices) research service forecasts mobile phone revenues to grow +13% worldwide during 2014. At the same time, the four BRIC countries combined -- Brazil, Russia, India, and China -- will all grow at rates well above the global average. Led by China, BRIC countries will generate 36% of all global cellphone revenues in 2014. Among the four countries in 2014, China will experience the highest revenue & ASP growth rate, propelled by the decrease in ultra-low tier market and the increase in other higher price range segments.

Our extensive report -- which can be downloaded by clients here -- forecasts BRIC country handset sales volume, wholesale (trade) revenues, and wholesale ASPs across five price-tiers from 2009 to 2020. Additional analysis of the premium, high, mid, entry and ultra-low price-bands is included. The report is a valuable tool for device vendors, operators, component manufacturers, software developers, financial analysts, car makers and other stakeholders who want to measure each country's mobile phone market by value and benchmark their pricing strategies.


May 22, 2014 19:52 lsui

Our Wireless Device Strategies (WDS) service recently published the report: VALUE SHARE : Global Handset Revenue, ASP and Profit in Q1 2014. WDS clients: please click here to access the full report.

Global handset wholesale revenues increased +8% YoY and profits grew +14% annually. Apple and Samsung continued dominating the revenue pool, but Chinese brands Xiaomi, TCL-Alcatel and Huawei jumped into the top 5 most profitable handset vendor list this quarter, with improved operating margins.

Xiaomi is rising quickly, ranking the third most proftiable handset vendor, the sixth largest vendor by revenue, as well as the ninth largest vendor in shipments this quarter.

 

May 18, 2014 13:54 nmawston

According to new research from our WDS (Devices) service, global mobile phone shipments grew a healthy +9% annually in the first quarter of 2014. The LTE segment grew fastest among all cellphone technologies, surging +93% from a year earlier. We expect this uptick in growth will continue for the rest of the year, as China and others parts of the world rollout additional 4G networks. Companies benefitting from the LTE spike include Apple, Samsung, Qualcomm, MediaTek and others. More data and analysis can be viewed by clients here.


May 11, 2014 23:01 nmawston

The recent unconfirmed rumors that Apple is interested in buying Beats, a headphones maker, for US$3 billion are an important development.

Most analysis so far in the industry has focused on Apple buying Beats for its music service. However, the reality is: Beats is a hardware firm. Its music services so far are niche. Apple is primarily buying Beats for its headphones -- wired and Bluetooth.

Put simply, a premium devices maker is purchasing a premium accessories maker. If the two firms can blend their corporate cultures, and not clash on egos, this deal will prove a good fit for both sides.

More analysis on the Apple-Beats rumors can be viewed in this WSJ TV interview with Strategy Analytics' Wireless Device Strategies (WDS) service, which has published externsively on Bluetooth headsets and other related markets.


May 11, 2014 22:51 nmawston

According to our WDS (Devices) research service, TCL-Alcatel's mobile phone shipments grew an impressive +71% annually worldwide in Q1 2014. The firm's shipments, revenues and profits continue to increase at a healthy clip. TCL-Alcatel is perfrming well in Mexico, Russia and elsewhere. However, the vendor’s best performance was saved for the valuable United States market, where it surged past Motorola to become a top-six mobile phone player for the first time ever in Q1 2014. More data and analysis can be downloaded by clients at this link.