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.

June 19, 2014 23:30 swaltzer

After years of speculationAmazon finally introduced its first Fire Phone with AT&T in the US on Wednesday, 18th June, 2014. Amazon is planning to take a slice of the global smartphone hardware industry and expand the mobile shopping market. However, the Fire is neither optimized for smartphone buyers nor mobile shoppers, and it risks getting caught in no-man’s land. This first-generation Fire may struggle to gain traction. Further insight and analysis on this topic can be found for subscribers in our published report here: Amazon Fire Puts a Shopping Cart in Your Pocket.


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.


February 7, 2014 17:04 nmawston

Accoding to our Wireless Device Strategies (WDS) service, Motorola’s global mobile phones shipments dipped slightly in Q4 2013. New models, like the Moto X and G, were introduced with much hype. However, the highlight of the quarter was Lenovo’s purchase of Motorola from Google. Offering an ecosystem of PCs, tablets and smartphones to carriers and corporates, Motorola-Lenovo is now a “one stop shop” for mobile and portable devices that can credibly challenge Samsung, Apple and others. More analysis of this major strategic shift in the industry can be viewed by clients here.


January 3, 2014 18:16 nmawston

Analysts from our Wireless Device Strategies (WDS) research service will be pounding the floors at the influential CES trade show in sunny Las Vegas, US, next week, from Sunday 5th to Thursday 9th January, 2014.

Mobile devices, such as smartphones, will be a huge part of the event. We will be blogging live from the show every day.

Here are three mega trends across the mobile device world we expect to see at CES 2014 and recommend clients / journalists focus on:

1. Wearables will be hot. Smartwatches, smartglasses and fitness bands are the "big 3" product types to prioritize. Look out for smart-contact-lenses as an added "sci-fi" bonus. Companies to visit will include Samsung, Sony, LG, ZTE, Huawei, Qualcomm and Vuzix.

2. Curved smartphones, like the LG G Flex, will fascinate. Curved phones will very soon outsell curved TVs. They are the first step on the industry's road to rollable touchscreens. Pioneering companies to visit will include Samsung and LG.

3. The rise of Chinese smartphone brands in the US market. The Chinese brands dominate China, and they have now set their sights on the valuable United States market. Major device makers with major American ambitions to visit will include ZTE, Huawei, Alcatel and Lenovo.

Who will NOT be at CES this year? Apple, of course, will be the missing piece in the jigsaw. But that is nothing new. Apple rarely appear at industry trade shows and they are influential enough to "do their own thing".

Please check back here, every day, to our blog pages next week for further blogs and daily updates from CES... What takes place in Vegas will NOT be staying in Vegas!


November 26, 2013 16:59 nmawston

According to our Wireless Device Strategies (WDS) service, global TD-SCDMA cellphone shipments doubled annually to overtake the sunsetting CDMA market in volume terms for the first time ever during the third quarter of 2013. Huge demand for low-cost TD-SCDMA models in China, from companies like Lenovo and Coolpad, is driving this milestone. More analysis and data can be downloaded by clients here.


March 19, 2013 09:16 woh

Global legitimate handset sales will reach 1.7 billion units in 2013. Asia Pacific will remain by far the world's largest region. The "big five" countries globally include China, India, United States, Brazil and Indonesia. Emerging markets are outgrowing developed markets. This report, Global Handset Sales Forecast for 88 Countries: 2002 to 2017, available to clients of our Wireless Device Strategies (WDS), forecasts global handset sales for 88 countries worldwide from 2002 to 2017. Almost every major country worldwide is covered, including United States, China, India, Indonesia, Russia, Brazil, Mexico, South Africa, Saudi Arabia, UK, Germany, France, Italy, Spain, Sweden, and many others. This report can be used by operators, software developers, content developers, handset vendors, component makers, car manufacturers and other stakeholders to determine or prioritize the size and growth rate of the huge global mobile phone market.


January 25, 2013 02:56 Neil Shah

According to the latest research from our Wireless Device Strategies (WDS) service, global mobile phone shipments grew a modest 2 percent annually to reach 1.6 billion units in 2012. Samsung was the star performer, accounting for 1 in 4 of all mobile phones shipped worldwide last year.

Ongoing macroeconomic challenges in mature markets like North America and Western Europe, tighter operator upgrade policies, and shifting consumer tastes were among the key reasons why global mobile phone shipments grew just 2 percent annually to reach 1.6 billion units in 2012. Fuelled by robust demand for its popular Galaxy models, Samsung was the star performer, shipping a record 396.5 million mobile phones worldwide and capturing 25 percent marketshare to solidify its first-place lead. However, Samsung’s total volumes for the year fell just short of the 400-million threshold.

Nokia’s global mobile phone shipments fell 20 percent from 417.1 million units in 2011 to 335.6 million in 2012. Nokia faced tough competition from Samsung in developing markets like China, while Apple and others ramped up the pressure in developed regions such as Western Europe. Nokia’s dual-SIM feature phones, Asha touchphones and Lumia handsets have been performing well, but this was not enough to offset a slump in demand for the company’s aging Symbian smartphone platform last year.

Apple shipped a record 135.8 million mobile phones worldwide in 2012. Apple delivered 46 percent annual growth last year, which was bolstered by solid demand in North America and Asia. Apple’s launch of the iPhone 5 in Q4 2012 was a success as volumes ramped up in dozens of countries worldwide, but negative media coverage of the model’s new integrated maps service and supply chain challenges cast a slight shadow over the launch.

ZTE captured 5 percent share of the global mobile phone market in 2012, as its shipments fell minus 8 percent from 2011, partly because of heightened competition in core markets like China and Western Europe from rivals such as Coolpad and Samsung.

The summary of the report is available to view here.

 

Exhibit 1: Global Mobile Phone Vendor Shipments and Market Share in Q4 2012  [1] 

Global Mobile Phone Shipments (Millions of Units) 

Q4 '11 

2011 

Q4 '12 

2012

Samsung

95.0

327.4

108.0

396.5

Nokia

113.5

417.1

86.3

335.6

Apple

37.0

93.0

47.8

135.8

ZTE

24.4

78.1

19.5

71.7

Others

169.7

630.4

189.3

635.4

Total

439.6

1546.0

450.9

1575.0

 

 

 

 

 

Global Mobile Phone Vendor Marketshare %

Q4 '11

2011

Q4 '12

2012

Samsung

21.6%

21.2%

24.0%

25.2%

Nokia

25.8%

27.0%

19.1%

21.3%

Apple

8.4%

6.0%

10.6%

8.6%

ZTE

5.6%

5.1%

4.3%

4.6%

Others

38.6%

40.8%

42.0%

40.3%

Total

100.0%

100.0%

100.0%

100.0%

 

 

 

 

 

Total Growth Year-over-Year %

9.9%

13.7%

2.6%

1.9%

 

1 Numbers are rounded. The Total in the data-table does not include grey phone shipments.