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 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.


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 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 30, 2014 04:23 woh

According to a recent Q2 2014 report for LG, published under our Wireless Device Strategies (WDS) service, LG finally came back into profit for the first time in a year, due to robust shipments of LTE smartphones such as the G3, G2, G Pro 2 and G2 mini, and the widespread availability of affordable L-series 3G smartphones across both developed regions and emerging markets. However, China and India, the two biggest handset markets in the world, still remain a weak-spot for LG to address immediately, as a number of locally-focused vendors, such as Xiaomi, are growing their market presence quarter by quarter.


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 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.


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.