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.

April 23, 2013 03:20 nmawston

According to our Wireless Device Strategies (WDS) service, Nokia shipped 62 million mobile phones worldwide in Q1 2013, down to 2005 levels, in a seasonally weaker post-holiday quarter with consequent sluggish demand in feature phones globally. In contrast, Nokia saw demand for its line of WP8-based Lumia smartphones grow robustly as it expanded the reach to dozens of new markets. Additionally, tighter cost controls and lower operating expenses helped Nokia eke out some positive operating profits. However, Nokia has its work cut out for the rest of 2013 to ramp up Lumia smartphone shipments quickly to offset the Symbian and feature phone slowdowns. Improving its sub-par performance in China, US, UK, Japan and Korea should also be a priority for Nokia this year. More analysis can be viewed by clients in this published report: http://www.strategyanalytics.com/default.aspx?mod=reportabstractviewer&a0=8429.


April 23, 2013 03:20 nmawston

According to our Wireless Device Strategies (WDS) service, Nokia shipped 62 million mobile phones worldwide in Q1 2013, down to 2005 levels, in a seasonally weaker post-holiday quarter with consequent sluggish demand in feature phones globally. In contrast, Nokia saw demand for its line of WP8-based Lumia smartphones grow robustly as it expanded the reach to dozens of new markets. Additionally, tighter cost controls and lower operating expenses helped Nokia eke out some positive operating profits. However, Nokia has its work cut out for the rest of 2013 to ramp up Lumia smartphone shipments quickly to offset the Symbian and feature phone slowdowns. Improving its sub-par performance in China, US, UK, Japan and Korea should also be a priority for Nokia this year. More analysis can be viewed by clients in this published report: http://www.strategyanalytics.com/default.aspx?mod=reportabstractviewer&a0=8429.


April 23, 2013 03:20 nmawston

According to our Wireless Device Strategies (WDS) service, Nokia shipped 62 million mobile phones worldwide in Q1 2013, down to 2005 levels, in a seasonally weaker post-holiday quarter with consequent sluggish demand in feature phones globally. In contrast, Nokia saw demand for its line of WP8-based Lumia smartphones grow robustly as it expanded the reach to dozens of new markets. Additionally, tighter cost controls and lower operating expenses helped Nokia eke out some positive operating profits. However, Nokia has its work cut out for the rest of 2013 to ramp up Lumia smartphone shipments quickly to offset the Symbian and feature phone slowdowns. Improving its sub-par performance in China, US, UK, Japan and Korea should also be a priority for Nokia this year. More analysis can be viewed by clients in this published report: http://www.strategyanalytics.com/default.aspx?mod=reportabstractviewer&a0=8429.


January 30, 2013 22:42 nmawston

According to our Wireless Device Strategies (WDS) service, Nokia shipped 86.3 million mobile phones worldwide in Q4 2012. Increasing Microsoft Lumia volumes and tighter cost-controls helped Nokia return to profitability after three straight quarters of financial losses. However, Nokia’s handset shipments fell sharply in China. China now joins the United States on the company’s “must recover” list of countries for 2013. More analysis can be downloaded by clients here.


January 30, 2013 22:36 nmawston

According to our Wireless Device Strategies (WDS) service, Motorola’s global handset shipments tumbled -43% annually in Q4 2012. Growth in mobile phone sales was lackluster across North America, Latin America, Europe and Asia. Can the rumored upcoming “X Phone” give Motorola’s fortunes a positive boost in the second half of 2013?

More analysis can be downloaded by clients here.


January 10, 2013 14:37 sbicheno

Nokia has released today its preliminary Q4 2012 numbers and, while the Devices and Services division made a welcome return to profit, shipments of its Lumia smartphones grew at a slightly slower rate than we expected.

Key Devices and Services Q4 2012 data points included:

  • 86.3 million total handsets shipped were an improvement on 82.9 million the previous quarter, but still a little short of our expectations;
  • 4.4 million Lumia Windows Phone devices were an improvement on 2.9 million units the previous quarter, but also slightly short of our forecasts;
  • Shipments of 9.3 million Asha devices were shipped, which was a healthy improvement on 6.5 million the previous quarter;
  • Operating margin for the devices division of 0% to 2% was slightly above our own expectations and Nokia’s previous guidance of around -6%
  • Operating margin outlook for the devices division in Q1 2013 is in a range around -6% to +2%.

In summary, Nokia is doing a good job to control costs and regrow profits, but there is still some way to go for its smartphone division to be nursed back to full health.


July 27, 2012 03:17 Alex Spektor

According to the latest research from our Wireless Device Strategies (WDS) service, global mobile phone shipments grew a modest 1 percent annually to reach 362 million units in the second quarter of 2012. Samsung was the star performer during the quarter, capturing a record 26 percent marketshare.

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 1 percent annually to reach 362.0 million units in Q2 2012. Fuelled by record-high smartphone shipments, Samsung was the star performer, shipping 93.0 million handsets worldwide and capturing a record 26 percent marketshare to solidify its first-place lead.

Nokia’s global handset shipments continued to decline, albeit at a more moderate minus 5 percent annually, reaching 83.7 million units in Q2 2012. Nokia’s Windows Lumia family of smartphones has made a relatively encouraging start, but shipments are not yet high enough to offset rapidly fading volumes for its Symbian platform. Nokia’s feature phone volumes showed healthy, single-digit annual growth, bolstered by Nokia’s expanding portfolio of dual-SIM and Asha models for emerging markets.

Apple shipped 26.0 million handsets worldwide in Q2 2012. Apple delivered 28 percent annual growth, which was bolstered by solid demand in Asia. Apple’s next major task is to ensure that the upcoming release of its rumored iPhone 5 upgrade is a success. The hardware design, screen size and any integrated new technologies for the iPhone 5 will need to wow consumers and make the new model stand apart from competitors like Samsung’s Galaxy S3.

Other findings from the research include:

  • ZTE captured 5 percent of global handset shipments as shipments slipped minus 16 percent annually, partly because of weakened demand in major markets of Western Europe and China;
  • LG’s shipments nearly halved year-over-year to 13.1 million units, as its feature phone volumes continued to slip. However, its global smartphone shipments encouragingly improved on a sequential basis.

 

Exhibit 1: Global Handset Vendor Shipments and Market Share in Q2 2012

Global Handset Shipments (Millions of Units) Q2 ’11 Q2 '12
Samsung 74.0 93.0
Nokia 88.5 83.7
Apple 20.3 26.0
ZTE 19.6 16.5
LG 24.8 13.1
Others 130.8 129.7
Total 358.0 362.0
     
Global Handset Vendor Marketshare % Q2 ’11 Q2 '12
Samsung 20.7% 25.7%
Nokia 24.7% 23.1%
Apple 5.7% 7.2%
ZTE 5.5% 4.6%
LG 6.9% 3.6%
Others 36.5% 35.8%
Total 100.0% 100.0%
     
Global Handset Shipments Growth Year-over-Year % 11.9% 1.1%