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 18, 2014 01:14 woh

According to a recently published report from our Wireless Device Strategies (WDS) service, 'Handset Sales Forecast by Type: Phablet, Superphone, Smartphone, Feature Phone & Basic Phone', the superphone and phablet segments are estimated to dominate global handset market through 2020, largely boosted by consumers' strong preference for larger display size than 4 inch. In contrast, feature phone segment will be steadily slowing, with the transition to smartphones in many emerging countries expected.

Our in-depth report, available to our paid clients, forecasts global mobile phone sales by type from 2003 to 2020, identifying 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.


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 25, 2014 18:09 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 2 (Tuesday):

Our attention was mostly caught be lower-priced smartphones on day 2 of MWC 2014. In addition to the low and mid price-tier smartphone announcements from Mozilla, Huawei and Nokia previously, several other major handset vendors played their mass-market hands today.

LG complemented the launch of the G Pro 2 phablet with the F70 and F90 Android smartphones that are designed to bring LTE to lower price bands. Lenovo went one better with the launch of three smartphones: the S660, S850 and S860, which will address a range of price-points.

Alcatel, meanwhile, maintained its rapid rate of handset launches, with the Alcatel Onetouch Pop Fit standing out as it has a tiny 2.8-inch screen and is aimed at the currently niche fitness smartphone market.

And BlackBerry has been quick to learn the lessons from the launch of the Z10 and Q10 by announcing the first fruits of its partnership with Foxconn. The Z3 is an all-touch smartphone designed specifically for the BlackBerry stronghold of Indonesia, while the Q20 will be a combination of the traditional QWERTY handset design with the new BB10 OS in a lower-priced package.


February 25, 2014 10:02 nmawston

According to our Wireless Device Strategies (WDS) service, Lenovo’s global mobile phone shipments grew an impressive +50% annually in Q4 2013. The Chinese brand was a star performer. However, Lenovo’s mobile phone / smartphone division continues to make very little profit, and taking over the loss-making Motorola unit will not improve financial matters in the short-term. More analysis of Lenovo's challenges for 2014 can be viewed by clients here.


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!

 

 


January 31, 2014 18:39 nmawston

According to our Wireless Device Strategies (WDS) service, LG grew handset shipments five times faster than the industry average in 2013. The company delivered a surprisingly good year. However, LG’s profits remain lackluster, and its presence in China, the world’s biggest market, continues to disappoint. With LTE emerging fast in China, and LTE a core area of strength for LG, can LG finally crack China in 2014? More analysis can be downloaded by clients here.


January 28, 2014 01:15 nmawston

TCL-Alcatel was the world's 5th largest mobile phone vendor in Q4 2013. Some say it is the biggest handset brand you never heard of. Where is the firm strongest and weakest? How did it get here? Where is it headed next? Should rivals, like Apple, Motorola and Samsung, be worried?

Clients of our Wireless Device Strategies (WDS) research service can download additional analysis of TCL-Alcatel in this report here and this blog here.


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.