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.

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.


April 16, 2014 14:36 nmawston

According to a new report from our Wireless Device Strategies (WDS) service, global dual-SIM handset sales will grow a healthy +18% YoY in 2014. Asia, China, India and Africa remain the key markets for popular dual-SIM phones. Nokia, Samsung, Lenovo and Micromax are among major players with high marketshares driving the industry worldwide. Dual-SIM, dual-active (DSDA) models continue to find niche traction in higher-tier segments. Consumers like dual-SIM phones for their flexibility, while carriers dislike them for their churn potential. Our published report, available to clients, contains extensive forecasts for global dual-SIM (multi-SIM) handset sales in 6 major regions and 2 key countries, including China and India, from 2004 to 2020. Qualitative analysis of key vendors and key technologies in this market are included too.


March 18, 2014 23:13 yli

Our Wireless Device Strategies (WDS) service recently published a report : China LTE Phone Sales Will Rocket to 135 Million Units in 2014. In there, we predict China Mobile will concentrate on three-mode and five-mode LTE cellphones this year. China Mobile has since reported a shift back toward five cellular modes (TD-LTE / FD-LTE / WCDMA / TD-SCDMA / GSM) for all customized and procured LTE phones via China Mobile's operator channels from June 2014 onwards. We have confirmed this move with China Mobile.
 
We believe the shift to five-mode phones will slow down LTE handset prices penetrating down below the RMB 600 level this year. However, three-mode (TD-LTE / TD-SCDMA / GSM) LTE handsets will continue to be available via open channels (e.g. Gome), and make up a meaningful portion of open-channel LTE volumes in 2014.
 
The shift will also resolve the roaming issues for end-users and save some R&D costs for device vendors. Qualcomm and Marvell will benefit from the move. Both are among the key LTE chipset suppliers for China's LTE market at this moment. However, local chipset makers, such as Spreadtrum, may face some headwinds from it.
 
Apple and Samsung remain major 4G handset suppliers in China at the moment -- however, we expect leading local players, such as Huawei, ZTE, Coolpad and Lenovo, will play an increasing role in this fast-growing market. Meanwhile, second-tier and third-tier local brands, such as Tianyu, Hisense, Gionee, Vivo, OPPO and Changhong, are likely to be aggressive challengers in the LTE segment later this year and worth keeping an eye on.



February 26, 2014 17:55 sbicheno

Our Wireless Device Strategies (WDS) service is attending the Mobile World Congress (MWC) trade show in Barcelona, Spain.

This is a summary of some of our main findings from Day 3 (Wednesday):

Enabling technologies caught our eye on day three of MWC 2014. Qualcomm launched three new Snapdragon SoCs: the 610, 615 and 801, which are aimed at the high and premium smartphone price tiers, with the LTE support you expect from Qualcomm, but Mediatek is hot on its heels with the launch of the 64-bit MT6732 which also supports LTE but is targeted as the “super-mid” segment. Meanwhile Intel’s mobile push is showing no signs of slowing, with the launch of the Moorefiled and Merrifield 22nm SoCs.

The chip giants were also racing each other to release LTE-A Cat 6 news, with Qualcommm in partnership with Samsung, SK Telecom and KT conducting live demonstrations and Intel announcing its first Cat 6 modem.

The theme of human interface innovation that we observed at CES earlier this year has continued in Barcelona, with Synaptics and CrucialTec among the companies demonstrating fingerprint sensors, among other things.  Meanwhile Google’s Project Tango prototype smartphone maps your environment merely by tracking your movements.


February 16, 2014 16:43 yli

According to our Wireless Device Strategies (WDS) service, LTE cellphone sales will surge +547% YoY to reach 135 million units in China during 2014. The market is set to take off. Leading brands across the LTE  phone spectrum in China during 2014 will include China Mobile, Samsung, Lenovo, Qualcomm, MediaTek and others. China will very soon be the world's largest 4G market. More analysis and data can be downloaded by clients here.

 


February 11, 2014 01:29 woh

Strategy Analytics' analysts from our Wireless Device Strategies (WDS) research service will be pounding the floor at Mobile World Congress (MWC) 2014 in Barcelona, Spain, from Sunday 23rd to Thursday 27th February, 2014. It is the world's most important trade show for the mobile industry.

We will be blogging live from the show every day.

Here are five major trends that we recommend clients / journalists / techies look out for at this year's event:

1. Wearables will, of course, be a major buzzword. Smartwatches, smartglasses and fitness / health bands will be the primary products on display. There will be also be a long tail of emerging wearable devices for niche markets, from smartsocks to smartmedics. We recommend you visit major companies like Samsung, LG, Huawei and Broadcom.

2. More curved smartphones will be on show. We saw dozens of curved TVs from Asian brands at CES 2014, and two curved smartphones, the Samsung Galaxy Round and LG G Flex. Curved smartphones will gain market traction faster than curved TVs. Curved smartphones are the first step to a future of rollable touchscreens. Innovative companies to visit will be Samsung and LG. Will the new, rumored Samsung Galaxy S5 have a curved display?

3. Global expansion of the rising Chinese smartphone vendors. After dominating at home in China, many Chinese brands are now turning their eyes overseas, such as the valuable United States market. Major vendors you should visit include Huawei, ZTE, TCL-Alcatel and Lenovo-Motorola. Keep an eye out, too, for any Indian players, like Micromax.

4. The rise of affordable 4G handsets. The majority of LTE handsets available until last year have been in the premium price-range. However, the China LTE market is about to soar in 2014, due to China Mobile. Low prices will be the key to unlock rapid growth. Companies to visit include Samsung, Qualcomm and MediaTek.

5. Faster LTE-A CA (Carrier Aggregation) and TD-LTE will excite the tech geeks among us. We recommend you experience the multiple LTE-A devices and TD-LTE devices on show from numerous handset vendors, such as Samsung or Huawei. The era of "mobile fiber" is here.

Please check back to see our daily blogs and further updates on MWC 2014 every day during the show. We look forward to seeing you soon in beautiful Barcelona!

 

 


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.


September 5, 2013 19:13 khyers

IFA 2013: Qualcomm throws its hat into the wearables ring with Toq smartwatch

Despite all the attention that Samsung received when it released its Galaxy Gear device at its Unpacked event on September 4th, it’s not the only smartwatch to debut at IFA.  Qualcomm released its own wearable, the Toq, a 1.55” device running a 200MHz Cortex M3 processor, the same one found in Sony’s SmartWatch 2 and the Pebble.  What sets the Toq apart from other smartwatches is the inclusion of a Qualcomm Mirasol display. Mirasol displays do not need backlighting, and are therefore relatively frugal users of battery power; Qualcomm says that it should be able to go for three days between charges. The Toq incorporates Qualcomm’s WiPower wireless charging technology, is waterproof, and unlike Samsung’s Galaxy Gear, is compatible with all Android phones running Android OS 4.0.3 or higher.  At one level the Toq is best viewed as a proof of concept, highlighting a range of Qualcomm technologies that enhance the wearables experience. Strategy Analytics expects to see other manufacturers’ license Mirasol and WiPower technology for their own wearable offerings. The Toq is also a fully-fledged product as well, and will go on sale in Q4 2013 for around $299, the same price as Samsung’s Galaxy Gear device.

Strategy Analytics’ Wearable Device Ecosystem  service provides in-depth coverage of wearables including smartwatches. Additional insights into the smartwatch market can be found in the report Global Smartwatch Sales Forecast by Region.

HTC releases two new smartphones for customers on a budget

While Samsung and Sony were releasing high-profile “hero” phones on the eve of IFA 2013, HTC presented its two newest smartphones, the Desire 601 and Desire 300, for customers who want attractive devices that won’t bust their budgets. While the Desire 601 (which unlike the Desire 600 is not a dual SIM device) incorporates design cues from the HTC One and the year-old HTC One X, its use of a dual-core processor, a 4.5” display and a 5-megapixel camera allows it to meet a lower-price point than its larger siblings.  The Desire 300 is similarly intended to meet the needs of budget-conscious consumers, incorporating similar features to the 601 but with a smaller 4.3” display.

Additional insights into HTC’s strategies can be found in the report Q2 '13: HTC: Shipments Continue to Tumble, but Profitability Maintained.

Acer focuses on video with Liquid S2 smartphone

Acer’s high-end smartphone offering for IFA follows on the recent trend of including premium imaging capabilities in flagship phones but with a twist; the Liquid S2 smartphone’s 13 megapixel camera allows users to shoot 4K Ultra High Definition video, the first smartphone to offer this capability. Movies shot in Full HD mode or in 4K mode can be displayed on compatible TVs and PC monitors, though with few 4K TVs or monitors yet in consumers’ hands, not many buyers will be able to exploit the full capabilities of the device except on its 6” Full HD display.

Strategy Analytics explores the camera phone market in more detail in its Global Camera Phone Sales to Reach 1.5 Billion Units in 2014 report.

ASUS goes large with Padfone Note 6

ASUS introduced a 6” phablet - the Padfone Note 6 - a device that straddles the territory occupied by the newly introduced 5.7” Samsung Galaxy Note 3 phablet and Samsung’s 6.3” Galaxy Mega and Sony’s 6.4” Xperia Z Ultra superphablets. What sets the Padfone Note 6 apart from its competitors is that the Android tablet runs a 2GHz dual-core Intel Atom Z2580 processor, making it one of the few Android OS smartphones to run X86 technology.

Strategy Analytics examines changing form factors in the report Will the Slate Form Factor Continue its Dominance?

 


August 15, 2013 16:34 nmawston

According to our Wireless Device Strategies (WDS) service, LTE-Advanced handset shipments grew swiftly in South Korea during June and July 2013. Samsung, LG, Pantech, Qualcomm, SK Telecom and others are benefitting from the emergence of 4.5G. How will this growth in South Korea impact other LTE-Advanced markets, like the US and Japan, in 2014? More analysis and data can be viewed by clients here.


November 30, 2012 19:39 nmawston

According to our Wireless Device Strategies (WDS) service, there have been significant developments and announcements that will boost HTML5 capabilities in mobile phones next year. Key to this are Tizen OS and Firefox OS, led by companies such as Telefonica, Qualcomm, Firefox (Mozilla), Qualcomm, Intel, Huawei, ZTE and others. Firefox OS handsets will emerge in Latin America in 2013 and help to bring HTML5 functionality to mass-market prepaid users. How will this affect Android? How big is the HTML5 phone market going to be in five years time? More analysis is available to clients in this published report.