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 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 8, 2014 20:48 khyers

If it’s October, then Google must be putting the final touches on its next Nexus smartphone. Google’s next smartphone, the Nexus X (aka the Nexus 6 or Motorola Shamu), is rumored to be released soon, though an exact date has not yet been officially announced by Google.  The next generation in Google’s powerful yet affordable lineup of smartphones is speculated to be a 5.9” phablet with Quad HD resolution powered by Qualcomm’s Snapdragon 805.  The new device follows the latest trend by device makers to super-size smartphones.  While, given their size, these phablets are polarizing for many users, they allow device makers to show off their best-of-breed technologies, and though they make up a small proportion of the total smartphone market, phablets typically command premium prices and higher margins for vendors. 

The Next Nexus?

 

Strategy Analytics forecasts phablet and other handset sales in our WDS (Devices) report: Handset Sales Forecast by Type: Phablet, Superphone, Smartphone, Feature Phone & Basic Phone.  The phablet and superphone segments look especially promising as a super-high-growth market, bolstered by consumers' preferences for display sizes bigger than 4 inches. These comprehensive report forecasts global mobile phone sales by type from 2003 to 2020, and it identifies which categories will grow at above-average rates during the next 7 years. Types of devices covered include super-phablets, standard phablets, superphones, standard smartphones, smart feature phones, standard feature phones and basic phones.


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 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 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 28, 2014 11:35 nmawston

According to the latest research from our WDS (Devices) service, mobile phone sales will reach 430 million units and generate revenues of US$87 billion in China during 2014. In contrast, mobile phone sales will stabilize at 163 million units and deliver revenues of just US$60 billion in the United States this year. China will overtake the United States for the first time ever to become the world’s largest mobile phone market by value.

We forecast mobile phone sales to grow 15 percent annually to reach a record 430 million units in China during 2014. Mobile phone trade revenues will surge 53 percent annually to reach a record US$87 billion this year. In contrast, mobile phone sales in the United States will grow zero percent annually, while trade revenues will increase only 4 percent to US$60 billion in 2014. China will finally overtake the United States for the first time this year to become the world’s largest mobile phone market by value.


China’s impressive mobile growth is being driven by the country’s rapid shift to 3G and 4G smartphones. Major brands, such as Samsung, Huawei and Lenovo, are aggressively expanding their distribution channels and product ranges across the region to meet extremely strong demand from Chinese consumers for more advanced mobile phones.


The United States is maturing and has now lost its crown to China as the world’s largest mobile phone market by revenue. However, it is important to remember the US remains by far the mobile industry’s most valuable country by profit. High average selling prices for mobile phones and huge operator subsidies from Sprint and others continue to make the US a very profitable market for major device brands such as Apple, Samsung and Alcatel.

 

Exhibit 1: Mobile Phone Sales and Trade Revenues by Country in 2014  [1]

Mobile Phone Sales (Millions of Units)

2013

2014

China

374.8

429.8

United States

163.3

163.4

 

 

 

Mobile Phone Trade Revenues (US$, Billions)

2013

2014

China

$57.0

$87.2

United States

$57.4

$59.5

 

 

 

Source: Strategy Analytics

 

 

  



[1]  Numbers are rounded. The term "mobile phone" refers to all smartphones plus feature phones combined. Trade revenues are defined as wholesale revenues. The 2014 data are forecast estimates.


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 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.