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.

August 11, 2014 11:39 nmawston

According to new research from our WDS (Devices) serviceworldwide mobile phone shipments grew +6% annually in Q2 2014. Asia and Africa Middle East were the world's fastest-growing regions, with LG, Alcatel-TCL and Lenovo all significant contributors. Huawei registered its best-ever single quarter in terms of handset volume shipments, while Alcatel recorded its second-best ever quarter and best Q2 ever. This published report, available to clients, details quarterly mobile phone marketshare for the world's top 30 vendors in North America, Central & Latin America, Western Europe, Central & Eastern Europe, Africa Middle East and Asia Pacific.


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 22:34 lsui

According to our latest Q2 2014 Huawei Insight Report, from our Wireless Device Strategies (WDS) service, Huawei's global mobile phone shipments jumped an impressive +60% annually during Q2 2014, well above the industry average growth rate. For the first time ever, Huawei become the world's 4th largest mobile phone vendor, surpassing LG and closing in on Apple.

Huawei maintained strong momentum in the smartphone market, where its shipments grew +81% YoY, more than three times above the industry average. Huawei strengthened its position as the world's third largest smartphone vendor this quarter, with a marketshare at record levels.

Huawei made huge progress in the global 4G market this quarter. Its worldwide LTE handset volume share tripled from last quarter. Leveraging its own chipset platform for vertical integration, Huawei is becoming more sophisticated and it is well-positioned to grow further in the 4G segment during H2 2014.

More analysis of Huawei can be viewed by clients here.


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.


July 19, 2014 00:38 nmawston

According to our WDS (Devices) research service, Motorola’s global handset shipments increased sharply during Q2 2014. New Android models, like the Moto E and G, are driving higher volumes across Latin America, Europe and Asia. After eight relentless years of decline, Motorola is finally regaining marketshare. However, North America and China remain major weakspots for the company and they are proving to be significant obstacles. Additional data and analysis of Motorola's second-quarter performance can be downloaded by clients here.


July 1, 2014 23:32 swaltzer

Subscribers can now view the replay and slides of our recent webinar on Strategy Analytics' newly upgraded My Dashboards ToolSee how Strategy Analytics’ upgraded Devices 'Dashboards' provide you with the data you need on the global handset and smartphone markets. Our 'dashboard' is an online, customizable pivot-table and charting tool. The new and powerful tool provides the ability to access, visualize, export, and create bookmarks of custom-cuts of our most popular market tracking and forecasting datasets. The Webinar introduced 'Dashboards' and taught you how to get the most out of our upgraded 'MyDashboards' tool.

 


June 19, 2014 23:30 swaltzer

After years of speculationAmazon finally introduced its first Fire Phone with AT&T in the US on Wednesday, 18th June, 2014. Amazon is planning to take a slice of the global smartphone hardware industry and expand the mobile shopping market. However, the Fire is neither optimized for smartphone buyers nor mobile shoppers, and it risks getting caught in no-man’s land. This first-generation Fire may struggle to gain traction. Further insight and analysis on this topic can be found for subscribers in our published report here: Amazon Fire Puts a Shopping Cart in Your Pocket.


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.