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.

January 28, 2014 00:20 khyers

According to the latest research from our Wireless Device Strategies (WDS) service, global mobile phone shipments grew 5 percent annually to reach a record 1.7 billion units in 2013. TCL-Alcatel became the world’s fifth largest mobile phone vendor for the first time ever in the final quarter of the year.

Despite ongoing economic headwinds in Asia and other emerging markets, global mobile phone shipments managed to grow a respectable 5 percent annually from 1.6 billion units in 2012 to 1.7 billion in 2013. It was the industry’s strongest overall performance for two years.

Fuelled by robust demand for its popular Galaxy models, Samsung tightened its grip, shipping a record 451.7 million mobile phones worldwide and capturing 27 percent marketshare to solidify its first-place lead. If Samsung maintains its current growth rate, it could ship a half-billion mobile phones in 2014.

Nokia’s global mobile phone shipments fell 25 percent from 335.6 million units in 2012 to 252.4 million in 2013. Nokia faced tough competition from Samsung in developing markets like India, while LG and others ramped up the pressure in developed regions such as Western Europe. Nokia’s Windows Phones have been performing relatively well, but this was not enough to offset sluggish demand for its Asha models and other feature phones during the course of the year.

Apple shipped a record 153.4 million mobile phones worldwide in 2013, up from 135.8 million in 2012. However, Apple’s growth rate moderated from 46 percent in 2012 to just 13 percent during 2013. Apple’s lack of presence in the low-end smartphone segment and the big-screen phablet category are costing the firm sizeable volumes.

  • LG was the world’s fourth largest mobile phone vendor in 2013, capturing 4 percent marketshare. LG’s Optimus range of Android models is proving popular in Europe and elsewhere;
  • TCL-Alcatel, of China, grew 48 percent annually to ship 18.3 million units globally in Q4 2013 and became the world’s fifth largest mobile phone vendor for the first time ever during the quarter. A portfolio of low-cost smartphones and feature phones in Latin America and Europe is driving the growth.

Exhibit 1: Global Mobile Phone Vendor Shipments and Market Share in Q4 2013 [1]

 

Global Mobile Phone Vendor Shipments (Millions of Units)

Q4 '12

2012

Q4 '13

2013

Samsung

108.0

396.5

118.0

451.7

Nokia

86.3

335.6

64.8

252.4

Apple

47.8

135.8

51.0

153.4

LG

15.4

56.6

18.7

71.0

TCL-Alcatel

12.4

39.5

18.3

52.0

Others

170.2

616.0

201.6

679.5

Total

440.1

1580.0

472.4

1660.0

 

 

 

 

 

Global Mobile Phone Vendor Marketshare  %

Q4 '12

2012

Q4 '13

2013

Samsung

24.5%

25.1%

25.0%

27.2%

Nokia

19.6%

21.2%

13.7%

15.2%

Apple

10.9%

8.6%

10.8%

9.2%

LG

3.5%

3.6%

4.0%

4.3%

TCL-Alcatel

2.8%

2.5%

3.9%

3.1%

Others

38.7%

39.0%

42.7%

40.9%

Total

100.0%

100.0%

100.0%

100.0%

 

 

 

 

 

Total Growth Year-over-Year %

0.1%

2.2%

7.3%

5.1%

 

 

 

 

 

Source: Strategy Analytics

 

 

 

 

 

 

The full report, Global Handset Shipments Grow 5 Percent in 2013, is published by our Wireless Device Strategies (WDS) service, details of which can be found here. 

 

 



[1]  Numbers are rounded. The data-table does not include grey phone shipments. The Mobile Phone total is defined as smartphones plus feature phones combined.

 


December 27, 2013 18:34 nmawston

This published report -- available to clients of our Wireless Device Strategies (WDS) service -- analyzes ten important trends that will emerge in the global mobile phonemarket during 2014. We identify opportunities for growth, areas for differentiation, and potential for competitive surprises. The report examines why the ten trends are important and it makes actionable recommendations for customers. Topics covered include LTE-Advanced, Bluetooth, Firefox, curved phones, wearables and 3D printing.


August 22, 2013 00:31 lsui

According to a newly published report -- VALUE SHARE: Global Handset Revenue, ASP and Profit in Q2 2013  -- from our Wireless Device Strategies (WDS) service, available to clients, global mobile phone wholesale (trade) revenues grew a healthy +24% YoY in Q2 2013. Revenues for the handset industry are growing faster than shipments. A greater mix of higher-priced 3G and 4G LTE models drove the spike in revenues. Global operating profits for the entire handset industry grew +30% YoY, which is even higher than the +28% YoY growth rate recorded in all of 2012. The profit improvement was caused by better financials from just a couple of major brands, like LG.

 


June 6, 2013 19:34 swaltzer

According to our Wireless Device Strategies (WDS) service, mobile phone wholesale (trade) revenues in India will grow by 17% in 2014. This is faster than the global average. Solid mobile phone volumes and rising wholesale prices due to a 3G boom will drive revenues higher.  More analysis and forecasts can be viewed by clients here

 



March 27, 2013 12:22 nmawston

According to our Wireless Device Strategies (WDS) service, global LTE handset sales will surge +194% in 2013. The United States is currently the world's largest 4G market, while South Korea is the most advanced. Apple and Samsung are the "big 2" LTE handset vendors right now, due to their unrivalled brands, attractive products, generous operator subsidies, and extensive distribution. This published report, available to clients, forecasts global LTE handset sales for 88 countries worldwide from 2010 to 2017. Almost every major country worldwide is covered, including United States, China, India, South Korea, Indonesia, Russia, Brazil, Mexico, South Africa, Saudi Arabia, UK, Germany, France, Italy, Spain, Sweden, and many others. The 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 4G phone market.


February 21, 2013 14:48 nmawston

According to our Wireless Device Strategies (WDS) service, despite relentless competition from dozens of Asian rivals, Nokia was easily the worlds number one feature phone vendor during 2012. A price-competitive portfolio of 2G keypad models, multi-SIM designs and 3G touchphones enabled Nokia to retain its leadership. Looking forward to 2013, the smart feature phone wars will soon take off, as Nokia Asha goes head-to-head with Samsung Rex. More analysis can be viewed by clients here.


February 21, 2013 14:42 nmawston

Strategy Analytics is proud to be an official research partner of the GSMA Mobile World Congress (MWC) trade show.

The huge and influential MWC show takes place in Barcelona, Spain, between Monday 25th to Thursday 28th February, 2013.

Strategy Analytics will be sending multiple analysts and consultants to this year's MWC show in Barcelona. If you would like to brief our analysts in our mobile phone, smartphone and tablet services, or to arrange formal / informal meetings with us, please contact us through this dedicated link on our website. We look forward to the possibility of meeting you in sunny Barcelona.


February 14, 2013 15:17 nmawston

According to our Wireless Device Strategies (WDS) service, total worldwide mobile phone industry revenues grew a healthy +15% annually in Q4 2012. Profits and prices also increased due to a greater proportion of 3G and 4G models in the mix. Samsung and Apple dominate the industry and they are tightening their grip on value share, squeezing out almost all other rivals. This published report, available for download by clients, provides quarterly global handset average selling prices, revenues and profit metrics for multiple major handset vendors, from 2007 through 2012. Revenue share and profit share are also supplied. The report is a valuable tool for operators, component makers, automotive players and financial analysts who want to track the financial health of mobile phone makers.


February 14, 2013 15:08 nmawston

According to our Wireless Device Strategies (WDS) service, Sony shipped 9 million mobile phones worldwide in Q4 2012. Its position in the high-growth LTE cellphone market has improved recently and its global 4G share doubled quarter-on-quarter. Sony remains under-penetrated in the huge US and China regions, but in other parts of the world, such as Japan and Sweden, the Japanese vendor has good potential to grow this year due to an improved Xperia portfolio and various marketing activities across Latin America. More analysis can be viewed by clients in this published report.


February 1, 2013 03:50 nmawston

According to our Wireless Device Strategies (WDS) service, mobile phone shipments grew 4 percent annually to reach 52 million units in the United States during the fourth quarter of 2012. Apple became the number one mobile phone vendor for the first time ever, capturing a record 34 percent market share.

Mobile phone shipments grew 4 percent annually from 50.2 million units in Q4 2011 to 52.0 million in the United States in Q4 2012. The growth was driven by robust demand among consumers for 4G smartphones and 3G feature phones. However, despite a solid fourth-quarter performance, the US mobile phone market had previously contracted 16 percent for the first three quarters of 2012 due to economic uncertainty and tighter carrier upgrade policies. As a result, US mobile phone shipments fell 11 percent from 186.8 million units in 2011 to 166.9 million in 2012.

We estimate Apple shipped 17.7 million mobile phones for a record 34 percent share of the United States market in the fourth quarter of 2012. This was up sharply from 12.8 million units shipped and 25 percent share in Q4 2011. Apple has become the number one mobile phone vendor by volume in the United States for the first time ever. Apple’s success has been driven by its popular ecosystem of iPhones and App Store, generous carrier subsidies, and extensive marketing around the new iPhone 5 model. Samsung shipped 16.8 million mobile phones in the United States, for 32 percent share, during Q4 2012. This was a good performance from Samsung, as its market share rose 5 points from 27 percent a year earlier, but it was not enough to hold off a surging Apple. Samsung had been the number one mobile phone vendor in the US since 2008, and it will surely be keen to recapture that title in 2013 by launching improved new models such as the rumored Galaxy S4.

LG remains the third largest player in the US mobile phone market. We estimate LG shipped 4.7 million mobile phones for 9 percent share of the United States market in Q4 2012, dipping from 6.9 million units and 14 percent share a year earlier. LG struggled to compete with an Apple and Samsung onslaught in the high-growth smartphone sub-category last year, but LG will be aiming to fight back this year with new and improved models like the Optimus G 4G LTE with Android.

Clients can view the full report here.

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

United States Mobile Phone Shipments (Millions of Units)

Q4 '11

2011

Q4 '12

2012

Apple

12.8

29.7

17.7

43.7

Samsung

13.5

52.3

16.8

53.0

LG

6.9

30.5

4.7

20.5

Others

17.1

74.3

12.8

49.7

Total

50.2

186.8

52.0

166.9

 

 

 

 

 

United States Mobile Phone Marketshare %

Q4 '11

2011

Q4 '12

2012

Apple

25.4%

15.9%

34.0%

26.2%

Samsung

26.9%

28.0%

32.3%

31.8%

LG

13.7%

16.3%

9.0%

12.3%

Others

34.0%

39.8%

24.6%

29.8%

Total

100.0%

100.0%

100.0%

100.0%

 

 

 

 

 

Total Growth Year-over-Year %

0.0%

1.9%

3.6%

-10.7%

 


[1]  Numbers are rounded. The “mobile phone” market refers to the grand total of all smartphone shipments and all feature phone shipments combined.