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 22, 2015 07:53 PLin

Browsing the Internet is more important than ever to handset users, developers and operators. There is not just a battle for operating systems taking place, but also a war for Web browsers.

Our latest report, Global Handset Browser Marketshare in 2014 -- from our  Wireless Device Strategies (WDS) research service-- tracks global mobile browser marketshare for all mobile phones shipped worldwide during 2014, including Opera, Safari, Chrome and others.

The report is available to download here to clients.


January 8, 2015 02:38 woh

It's already halfway through the official four-day schedule of CES 2015 trade show in Las Vegas, the US, and several analysts from our Wireless Device Strategies (WDS) service are pounding the floors across the Las Vegas Convention Center (LVCC) and adjacent hotels to check out the new trends and products, and also to directly have face-to-face meetings with many clients/prospects/journalists.

Our earlier blogs from Day 1 and Day 2 can be viewed here and here.

These are three key trends and appealing handset / smartphone models we have identified at the event on Day 3 (Weds):

1. Smartphones and Smartwatches to Control the Smart Home,  Smart Car, IoT and Smart Everything: Smart Home and Smart Car are getting in force this year at CES 2015, with many concepts and products introduced by consumer electronics companies such as Samsung, LG, Sony, Panasonic and TCL, and car makers such as BMW, Toyota, Audi, Hyundai and Volkswagen,  and chipset companies such as Qualcomm, nVidia and Intel. By manipulating a Samsung Gear S and LG G Watch R, drivers can park their cars automatically. Also smartphones can remotely send several wireless commands to smart home appliances such as washers, robot cleaners and refrigerators to control and monitor them. As machine-to-machine connectivity is becoming important in Smart Home, Car and IoT spaces, smartphones and smartwatches will play a crucial role to centrally manage these complicated systems. The smartphone is your "hub".

2. Microsoft to Revive the Feature Phone with Nokia Brand: It is very uncommon to see feature phones during the trade shows recently, but Microsoft unveiled the Nokia 215, which is known as one of the most affordable Internet-ready, entry-level phones yet. Nokia 215, a smartphone-like feature phone with popular apps and services such as Facebook, Twitter, Opera mini and Bing pre-installed, pictured below, is offering a battery time of up to almost a month in standby mode after just one charging session. Available only for US$29 retail, Microsoft will be sure to target emerging market such as APAC and African countries in which many people are still eager for even 2G connecitivity.  Microsoft is not giving up on the feature phone segment and believe that there are three categories of customers to target with this kind of trusted, ultra-affordable feature phone: 1) 1st phone buyers, 2) feature phone loyalists and 3) people looking for a second phone that is smaller and less valuable.

3. Dual-Edge Bending Display To Be Available Soon: LG Display, one of the biggest smartphone display-panel providers, is showing its Active Bending display for selective customers in Las Vegas. This new prototype has a 6.0 inch Plastic OLED display that folds over the "two-sided" edges of the device, which is different from the Samsung Galaxy Note Edge with a one-sided bent display. It is speculated that Samsung is working on a dual-edge, curved Galaxy S6 at the moment, and it woudn't be a suprise if Xiaomi and LG would also release their new flagships equipped with this display in limited volume in 2015.  The question is, how smartphone vendors are making the users want this innovative device, as there are arguably few practical or appealing users cases so far. So, if more useful use-cases are to be created with this sort of dual-edged display, we believe that this segment can create a huge market opportunity as consumers remain hungry for technological differentiators.

Please check back here, every day, to our blog page, for further blogs and daily updates from Las Vegas.


October 22, 2014 11:31 nmawston

Unconfirmed rumors are arising yet again in the mobile industry that Lenovo of China will soon try to purchase part or all of Blackberry in Canada. Such rumors have been around for 2+ years, of course -- but the sound of the drumbeat has recently gotten louder again.

Why would Lenovo be interested in Blackberry? Our WDS (Devices) service indicates there are at least three main reasons. They are:

1. Deeper distribution among global carriers and companies;
2. Good OS software for phones and cars (e.g. BB10);
3. Mature mobile security software.

Should Lenovo try to takeover Blackberry? In our view, it would be a risky move. First, the Canadian government may forbid a partial or full merger, due to security or economic reasons. Second, Lenovo today is already struggling to close the deal on its loss-making Motorola takeover. And third, Blackberry is showing signs of financial stabilization right now -- for the first time in years -- Blackberry executives may no longer want to rollover and just "give up".


October 21, 2014 03:04 woh

According to the recently published insight report for Motorola under our Wireless Device Strategies (WDS) service, Motorola is clearing showing signs of rebounding in terms of global handset shipment units in Q3 2014, mainly due to the continued and robust sales of its affordable Moto G and Moto E handsets across Latin America, Western Europe and Asia Pacific. This is the Motorola's fifth straight quarter of sequential handset shipment growth. We estimate that Motorola is capturing 2% global handset market share during Q3 2014. Additional in-depth analysis on volume and value metrics can be checked at this link.


October 10, 2014 13:50 nmawston

According to a new report from our WDS (Devices) research service, worldwide handset manufacturing and assembly continue to polarize around a handful of production locations, such as China, Vietnam and Brazil. Our extensive report -- published to clients here -- tracks cellular handset manufacturing (production) by 6 regions and 10 countries from 2001 to 2013. The report is a valuable tool for handset vendors, component makers, IPR owners, software developers, operators and other stakeholders to monitor global cellphone production by country.


October 8, 2014 20:48 khyers

If it’s October, then Google must be putting the final touches on its next Nexus smartphone. Google’s next smartphone, the Nexus X (aka the Nexus 6 or Motorola Shamu), is rumored to be released soon, though an exact date has not yet been officially announced by Google.  The next generation in Google’s powerful yet affordable lineup of smartphones is speculated to be a 5.9” phablet with Quad HD resolution powered by Qualcomm’s Snapdragon 805.  The new device follows the latest trend by device makers to super-size smartphones.  While, given their size, these phablets are polarizing for many users, they allow device makers to show off their best-of-breed technologies, and though they make up a small proportion of the total smartphone market, phablets typically command premium prices and higher margins for vendors. 

The Next Nexus?

 

Strategy Analytics forecasts phablet and other handset sales in our WDS (Devices) report: Handset Sales Forecast by Type: Phablet, Superphone, Smartphone, Feature Phone & Basic Phone.  The phablet and superphone segments look especially promising as a super-high-growth market, bolstered by consumers' preferences for display sizes bigger than 4 inches. These comprehensive report forecasts global mobile phone sales by type from 2003 to 2020, and it identifies 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.


October 2, 2014 18:55 nmawston

According to new research from our WDS (Devices) service, Blackberry is planning to launch a fresh wave of unconventional cellphone designs in 2015. The recent Passport model -- with its square formfactor and touch-keyboard -- is "step 1" in Blackberry's multi-step roadmap for visually differentiated 4G phone models next year. Blackberry knows it MUST "do something different" to stand out on retailer store shelves -- and making eyecatching hardware is one way of doing that. However, there is a very fine line between "quirky good" and "quirky bad" for cellphone design. At the moment, Blackberry Passport -- which we forecast will ship 1 million units worldwide in 2014 -- hovers right in the middle between those two boundaries of good and not-so-good. Blackberry still has not yet wowed us -- but the company is thinking along the right lines.

More analysis of Blackberry Passport and the vendor's device strategy for 2015 can be viewed by clients here.


October 1, 2014 12:27 nmawston

According to a new report from our WDS (Devices) research service, global LTE handset sales will grow a huge +500% between 2013 and 2020. From 2018 onwards, 4G will make up the majority of handsets sold worldwide. Our extensive report forecasts LTE handset sales from 2010 through 2020, including sales by type, category and mode. Specific categories include LTE-Advanced, LTE-Broadcast, LTE-Direct, VoLTE, LTE Cat 3 through 10, FD-LTE and TD-LTE. The report is a valuable tool for handset vendors, component makers, software developers, operators and other stakeholders to support their high-growth 4G planning activities.


September 22, 2014 19:40 khyers

Shocking few, Apple’s newest iPhones broke records for first weekend sales, despite being available in fewer markets in 2014 than last year. Apple’s new iPhone 6 and 6 Plus went on sale the weekend of September 19, going on to sell more than 10 million units. While thousands of customers lined up at carrier stores and Apple’s own retail stores in cities across the United States, Europe and select other markets around the world, supplies were limited and customers were left waiting as in-store stocks of iPhones quickly sold out.

Apple sold more than 10 million iPhone 6 and 6 Plus smartphones this past weekend, a million more than were sold during opening weekend in 2013 when the iPhone 5S and 5C went on sale, and double the number of iPhone 5 handsets sold in the first weekend in 2012.  Despite having more devices on hand than ever before, many stores reported selling out of their stock, with waits of more than a month for the iPhone 6 Plus reported for many markets.  With demand for the iPhone at all-time high levels it is clear that Apple will have a blockbuster quarter in the upcoming holiday shopping season, and is likely to report higher-than-usual sales in Q1 2015 once the iPhone begins to go on sale in China.

Strategy Analytics tracks Apple iPhone and other leading vendors by model in our  Handset Country Share Tracker service and by country and protocol in our Wireless Device Strategies service , which are available to clients. The reports are vital tools for tracking the share and health of leading vendors across the globe.


September 18, 2014 11:50 nmawston

At a recent event in London, UK, Motorola outlined its plans to re-attack the Western European cellphone market in the second half of 2014. The vendor is launching four new flagship products -- two phones, one Bluetooth headset and a smartwatch. However, some products, like the Moto 360, are far from perfect, and Motorola clearly has some way to go to fully recover in the European arena. Additional analysis of Motorola's European prospects in 2015 can be downloaded by clients of our WDS (Devices) reserach service here.