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 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 2, 2014 18:55 nmawston

According to new research from our WDS (Devices) service, Blackberry is planning to launch a fresh wave of unconventional cellphone designs in 2015. The recent Passport model -- with its square formfactor and touch-keyboard -- is "step 1" in Blackberry's multi-step roadmap for visually differentiated 4G phone models next year. Blackberry knows it MUST "do something different" to stand out on retailer store shelves -- and making eyecatching hardware is one way of doing that. However, there is a very fine line between "quirky good" and "quirky bad" for cellphone design. At the moment, Blackberry Passport -- which we forecast will ship 1 million units worldwide in 2014 -- hovers right in the middle between those two boundaries of good and not-so-good. Blackberry still has not yet wowed us -- but the company is thinking along the right lines.

More analysis of Blackberry Passport and the vendor's device strategy for 2015 can be viewed by clients 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.


August 11, 2014 11:39 nmawston

According to new research from our WDS (Devices) serviceworldwide mobile phone shipments grew +6% annually in Q2 2014. Asia and Africa Middle East were the world's fastest-growing regions, with LG, Alcatel-TCL and Lenovo all significant contributors. Huawei registered its best-ever single quarter in terms of handset volume shipments, while Alcatel recorded its second-best ever quarter and best Q2 ever. This published report, available to clients, details quarterly mobile phone marketshare for the world's top 30 vendors in North America, Central & Latin America, Western Europe, Central & Eastern Europe, Africa Middle East and Asia Pacific.


July 30, 2014 16:54 khyers

Nokia's global handset shipments dipped slightly in Q2 2014 with smartphone and feature phone volumes sluggish. Microsoft has recently embarked on a major cost-cutting program to restore Nokia's profitability, after it lost millions of dollars in the first half of this year. Significant changes for Nokia include factory closures, employee layoffs, and a de-emphasising of the Android and feature phone range.  Signficant new introductions include the Lumia 930 smartphone with 20 megapixel camera and Microsoft Phone 8.1 OS, the latest version of Microsoft's mobile phone platform. The latest analysis of Microsoft Mobile Devices Group, from our WDS (Devices) service, can be found 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 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.


April 29, 2014 15:52 sbicheno

According to the latest research from our Wireless Device Strategies (WDS) research service, global mobile phone shipments grew 9 percent annually to reach 408 million units in the first quarter of 2014. Huawei was the star performer among the top five players, capturing 3 percent share and growing two times faster than the industry average.

Global mobile phone shipments grew 9 percent annually from 372.7 million units in Q1 2013 to 407.9 million in Q1 2014. Smartphones accounted for 7 in 10 of total mobile phone shipments during the quarter. The 9 percent growth rate of the overall mobile phone market is at its highest level since 2011, driven by healthier demand for 4G and 3G models across Asia, Africa and elsewhere.

Samsung grew 6 percent annually and shipped 113.0 million mobile phones worldwide, capturing 28 percent marketshare in Q1 2014. Samsung’s growth rate has slowed recently due to tougher competition from Chinese vendors, but Samsung maintains an impressive product portfolio and it is still shipping more mobile phones worldwide than Apple, LG and Nokia combined. Nokia shipped 47.0 million mobile phones worldwide for 12 percent share in Q1 2014. Nokia continues to face intense competition from Apple and dozens of Android vendors. New owner Microsoft will be looking to Nokia’s upgraded X phone portfolio to stabilize the downturn in the coming months.

Apple shipped 43.7 million iPhones worldwide in Q1 2014, up from 37.4 million a year earlier. Apple has closed the marketshare gap on Nokia to just one point, and Nokia will have to fight hard to stay ahead in the second half of this year. LG had a mixed quarter, capturing 4 percent share of the global mobile phone market. LG is performing well in Europe, but China and India remain major weak spots that the vendor still needs to address.

Other findings from the research include:

  • Huawei shipped 14.2 million mobile phones worldwide for 3 percent marketshare to remain the world’s fifth largest vendor in Q1 2014. The company’s annual growth rate is two times higher than the overall mobile phone industry average. Huawei’s 3G and 4G Android devices are proving relatively popular in Asia and North America;
  • A long tail of second-tier brands continues to build momentum beyond the established top five mobile phone brands. Key emerging challengers in mobile phones worldwide at the moment include TCL-Alcatel, Coolpad, Lenovo, Xiaomi and others. These are important players to monitor.

Global Mobile Phone Vendor Shipments and Market Share in Q1 2014

Global Mobile Phone Vendor Shipments (Millions of Units)

Q1 '13

Q1 '14

Samsung

106.6

113.0

Nokia

61.9

47.0

Apple

37.4

43.7

LG

16.2

16.4

Huawei

11.6

14.2

Others

139.0

173.6

Total

372.7

407.9

 

 

 

Global Mobile Phone Vendor Marketshare  %

Q1 '13

Q1 '14

Samsung

28.6%

27.7%

Nokia

16.6%

11.5%

Apple

10.0%

10.7%

LG

4.3%

4.0%

Huawei

3.1%

3.5%

Others

37.3%

42.6%

Total

100.0%

100.0%

 

 

 

Total Growth Year-over-Year %

-1.4%

9.4%

 

 

 

Source: Strategy Analytics

 

 

 

The full report, Global Mobile Phone Shipments Reach 408 Million Units in Q1 2014, is published by the Strategy Analytics Wireless Device Strategies (WDS) service, details of which can be found here: http://tinyurl.com/ck93xsu.


April 25, 2014 13:10 sbicheno

Today marked the end of an era in the mobile handset industry as the acquisition of the devices division of the once-dominant handset vendor Nokia by software giant Microsoft was completed, after the scrutiny of various global regulators caused some delays.

Such a move would have been inconceivable back in 2007, when Microsoft’s worth was only double that of Nokia, but the arrival of the iOS and Android mobile operating systems somewhat ironically damaged Nokia far more than Microsoft, and the US$5.44 billion this acquisition has cost Microsoft represents around a 60th of its current worth.

Now the hard work really begins for Microsoft, which is making its boldest move yet towards becoming a vertical hardware player, adding to established products such as Xbox and Surface. It is presumed that Microsoft acquired Nokia Devices in order to boost its own mobile OS - Windows Phone - but this is far from guaranteed.

Microsoft’s global smartphone OS shipment market share was just 4% in 2013, while Nokia’s share of smartphone shipments last year was and even more modest 3%. Furthermore, Nokia’s last major handset initiative before being acquired - the launch of a range of lower-priced smartphones based on Android, rather than Windows Phone - is hardly a ringing endorsement of its new parent.

Microsoft has made this acquisition because it cannot afford to be marginalised in the post-PC world, but the combined operation still has a very small stake in the mobile market and the publicity photo below, released by Microsoft to mark the event, may indicate it realises there is still a mountain to climb.


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.