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 5, 2015 22:00 nmawston

Following the pre-show blog of what to expect by our WDS (Devices) analysts at the Consumer Electronics Show (CES) in Las Vegas, USA, this is a summary of our "top three" findings for the mobile industry from the showfloor (pre-opening) on day one (Monday):

1. Sony SmartWatch 3: A stainless steel version of the pioneering smartwatch (first launched in 2012) will be introduced commercially worldwide during February 2015. Its timing is clearly intended to counter the rival Apple Watch, due in a window between February and May. However, whether consumers will warm to Smartwatch 3's slightly unattractive hardware design remains open to question;

2. Samsung Milk VR: A content-delivery system optimized for the company's Gear VR headset. It offers much-needed content for the virtual-reality device, such as videos. VR headsets remain niche, of course, but this will help to make them more attractive to early adopters worried about a lack of available services.

3. LG G Flex 2: A curved Android smartphone with Snapdragon 810 (an industry "first") to be launched commercially worldwide in H1 2015. The banana-like, curved formfactor (pictured below) will standout on store shelves and make handling it in the palm of the hand more tactile. One compromise, though, is that the 3000mAh battery is NOT removable, which may upset some consumers.

Back tomorrow for day 2!

CES 2015: LG G Flex 2 hands-on - Sexy curves 2


December 5, 2014 15:07 khyers

In a newly published report Strategy Analytics identifies and analyzes the ten most important trends that will impact the mobile device industry in 2015.  The report examines a range of key topics including online handset distribution, in which price tiers the most rapid growth will come from, accelerating handset markets, and technologies including LTE-Advanced, SIM cards, and contextually aware services.

Clients of Strategy Analytics’ Wireless Device Strategies service can access the report Top 10 Mobile Device Trends and Recommendations for 2015 here.

 


November 21, 2014 14:08 khyers

Even as its share in the North American market steadily shrinks, Huawei's global handset shipments rose +15% annually during Q3 2014. Most of Huawei’s cellphone volumes now ship into developing regions like Africa, and we note the Chinese vendor is quietly evolving into an “emerging markets specialist”.  Even as Huawei focuses more of its attention on emerging markets, it is managing to steadily increase ASPs, in part by focusing on phablets. However, by concentrating on emerging markets at the expense of growth in developed ones such as Western Europe, Huawei risks ceeding market opportunties to Chinese vendors like Lenovo, ZTE, and others.

The report Q3 '14 Huawei Emerging Market Specialist, available to clients of Strategy Analytics' Wireless Device Strategies service, examines Huawei's Q3 2014 performance and strategic focus.


October 22, 2014 10:15 nmawston

Qualcomm, one of the world's largest component makers, is starting to promote 4K content and 4K video-recording for cellphones in 2015 (e.g. see page 7 of this published Qualcomm report). Device vendors and component builders are keen to sell more 4K phones next year because the integrated technology can differentiate their brands and raise average selling prices. Consumers are certainly interested in 4K phones, but relatively high costs, limited 4K content, and slightly confusing marketing ("what is 4K") are challenges for the category in the near-term. A forecast for global 4K phone sales by region through 2020, from our WDS (Devices) service, can be downloaded by clients at this link.


October 7, 2014 14:58 khyers

LTE handset sales are set to surge in 2015 according to new research from our WDS (Devices) service.   China and the US will drive sales growth, with global LTE handset sales expanding by a healthy 37% year-on-year in 2015, making the technology the fastest growing and most important segment in the mobile phone market.  The big four LTE markets will be China, the US, South Korea and Japan, with growth in China driven by a rapid transition from 2G/3G to LTE, and in the other three markets by a transition to next generation LTE-A which will support advanced new services.  This report forecasts LTE handset sales for 88 countries through 2020 and is an essential resource for 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.

 


September 19, 2014 16:22 nmawston

Sony, of Japan, has a proud history of innovating revolutionary gadgets. It released the Walkman portable music player in the 1970s, and the PlayStation games console during the 1990s. But for smartphones in the 2010s, Sony's Xperia range has not fared quite so well. The vendor's global smartphone ranking has drifted from 6th to 9th in the past three years. The Sony Group this month wrote down billions of US dollars in its financials, partly as a result of the lackluster phone division.

What can Sony Mobile do to recover its mojo in smartphones?

Our WDS (Devices) research analysts recommend 3 simple but effective actions for Sony Mobile in 2015:

1. Expand distribution. In the US, China and India -- the "big 3" markets -- Sony needs to regrow;

2. Rebrand Xperia. Develop a new sub-brand for a new portfolio;

3. Target prepaid phones, not just postpaid. It is working for ZTE and others.

Above all, Sony Mobile must get its skates on. Xperia must NOT become "Ex-peria".


August 27, 2014 14:37 khyers

Lenovo’s global handset shipments grew +40% annually and delivered record marketshare in Q2 2014. Firmly planted among the top-10 global handset vendors, the Chinese company is poised to enter the top-5 if the Motorola acquisition gets approved by authorities in the second half of the year. However, despite record shipments, growth is slowing for Lenovo, profits remain elusive, and the takeover of loss-making Motorola will make achieving profitability that much harder in the near-term.

The company’s sales volumes are strong in Central and Eastern Europe (CEE) and particularly so in the Middle East and Africa (MEA).  Lenovo smartphones were available in 20 markets in CEE and MEA in Q2 2014 and it is entering +20 additional markets in the regions from 2H 2014.

For the present Lenovo is holding off expanding in Western European markets as it waits to complete its acquisition of Motorola.  It intends to leverage the Motorola brand, which has strong recognition and 90% consumer brand awareness to target the region.

Lenovo believes that a market shift from premium to mid-tier devices favors its portfolio, and also expects to realize economies of scale as it leverages its supply chain for Motorola handset production.  However, profitability will continue to be impacted for at least four to six quarters as it integrates Motorola into business.

This published report, available to clients, includes additional datapoints and analysis of Lenovo’s handset plans.


July 30, 2014 16:54 khyers

Nokia's global handset shipments dipped slightly in Q2 2014 with smartphone and feature phone volumes sluggish. Microsoft has recently embarked on a major cost-cutting program to restore Nokia's profitability, after it lost millions of dollars in the first half of this year. Significant changes for Nokia include factory closures, employee layoffs, and a de-emphasising of the Android and feature phone range.  Signficant new introductions include the Lumia 930 smartphone with 20 megapixel camera and Microsoft Phone 8.1 OS, the latest version of Microsoft's mobile phone platform. The latest analysis of Microsoft Mobile Devices Group, from our WDS (Devices) service, can be found here.


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.