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.

February 21, 2014 18:42 khyers

Clients of Strategy Analytics' device services are invited to join us for a complimentary webinar at 4:00pm London -time (11:00 AM EST / 8:00 AM PST) on Tuesday 4th March, 2014, where we will present a post-Mobile World Congress analysis of the most important device news from MWC 2014. Please click this link to register you or a colleague.

Mobile World Congress (MWC) in Barcelona, Spain, is the most important mobile industry trade show of the year, where vendors, operators and the rest of the industry meet to present their strategic visions and flagship products. Strategy Analytics’ device analysts will be at MWC 2014 and will meet with the leading smartphone vendors, carriers and component makers.

Following MWC 2014, we will present to clients an after-show review of the most important topics from the event. We will share our analysis of what those topics mean for the industry and individual companies. Attend this complimentary webinar to analyze the most important new 4G smartphone launches, the hottest wearable brands, and how new operating systems like Firefox plan to challenge Android and Apple iOS.


January 31, 2014 14:23 nmawston

As predicted last year in this June 2013 report -- from our Wireless Device Strategies (WDS) service -- Chinese mobile phone makers, like Lenovo, are firmly on the hunt for takeovers of local or foreign brands.

Lenovo has recently acquired Motorola (assuming government approvals). We can tick that one off the list. Who might be next on the takeover target list? Well, we'll be keeping a close eye this year on companies such as Xiaomi and HTC, that's for sure. They are either ambitious to grow (Xiaomi) or struggling to grow (HTC). Time will tell.


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.

 


January 8, 2014 20:54 nmawston

Analysts from our Wireless Device Strategies (WDS) research service are at the CES trade show this week in Las Vegas, US, from Sunday 5th to Thursday 9th January, 2014.

Our blogs from Day 1 (Monday) and Day 2 (Tuesday) can be viewed here and here.

These are three key trends and important device models we have identified at the event on Day 3 (Wednesday):

1. Phablets are everywhere at the show. They are not a new trend, but they are a growing trend. The rise of the phablet in the US surely means Apple cannot hold back the tide for much longer and it will have to finally launch a 5-inch iPhone worldwide later this year. Samsung, LG, Nokia and other phablet leaders will be looking nervously over their shoulders.

2. Bluetooth remains as popular as ever, from speakers to tablets. It is a great wirefree technology that deserves more credit for its success. Attractive new Bluetooth products continue to be developed, such as Monster's DNA Pro Wireless stereo headphones for high-end consumers. This over-the-ear model may come to challenge the best-in-class Parrot Zik.

3. Sony delivered this week its SmartWear strategy for 2014. It showcased a fitness band and a fitness app for Xperia smartphones. Sony is clearly getting into lifestyle wearables in a big way. However, we caution that Sony's limited mobile presence in the "big two" countries of the US and China, where demand will be greatest, could put a cap on its global ambitions.

Please check back here, every day, to our blog pages for further blogs and daily updates from CES this week.


January 3, 2014 18:16 nmawston

Analysts from our Wireless Device Strategies (WDS) research service will be pounding the floors at the influential CES trade show in sunny Las Vegas, US, next week, from Sunday 5th to Thursday 9th January, 2014.

Mobile devices, such as smartphones, will be a huge part of the event. We will be blogging live from the show every day.

Here are three mega trends across the mobile device world we expect to see at CES 2014 and recommend clients / journalists focus on:

1. Wearables will be hot. Smartwatches, smartglasses and fitness bands are the "big 3" product types to prioritize. Look out for smart-contact-lenses as an added "sci-fi" bonus. Companies to visit will include Samsung, Sony, LG, ZTE, Huawei, Qualcomm and Vuzix.

2. Curved smartphones, like the LG G Flex, will fascinate. Curved phones will very soon outsell curved TVs. They are the first step on the industry's road to rollable touchscreens. Pioneering companies to visit will include Samsung and LG.

3. The rise of Chinese smartphone brands in the US market. The Chinese brands dominate China, and they have now set their sights on the valuable United States market. Major device makers with major American ambitions to visit will include ZTE, Huawei, Alcatel and Lenovo.

Who will NOT be at CES this year? Apple, of course, will be the missing piece in the jigsaw. But that is nothing new. Apple rarely appear at industry trade shows and they are influential enough to "do their own thing".

Please check back here, every day, to our blog pages next week for further blogs and daily updates from CES... What takes place in Vegas will NOT be staying in Vegas!


January 3, 2014 18:11 nmawston

According to our Wireless Device Strategies (WDS) service, global LTE mobile phone revenues rose almost +200% annually during Q3 2013. Apple overtook Samsung to become the world's largest 4G handset vendor by revenue. Sony held third place in this high-value cellphone category. Nokia outperformed and represented the highest annual growth rate among major players. This published report, available to clients, provides quarterly global LTE handset shipments, wholesale (transfer) pricing, and revenue metrics for 17 major vendors from Q1 2011 to Q3 2013. The report is a vital tool for monitoring the financial health and tiered marketshare of leading LTE brands such as Nokia, HTC, BlackBerry, Samsung, Apple and others.


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.


November 21, 2013 00:16 lsui

Our Wireless Device Strategies (WDS) services recently published the report : Global Handset Distribution by Channle by Region. It forecast handset distribution flows by 7 channels for 6 major regions and 3 key countries from 2012 to 2017.

We forecast pure e-commerce retailers (e.g. Amazon, eBay, Jingdong etc.) to grow fastest from 2012 to 2017, increasing the global volume by +248% during the period. China led the pack with the higest pure e-commerce presence of 10% in 2014, way above the global average of 4%. We believe Jingdong and Taobao T-Mall are among the largest e-retailers in China. Improved broadband / mobile broadband coverage, competitve pricing position and marketing promotions, as well as enhanced online shopping experiences, are the key drivers behind the surging online players.

WDS clients: please click here to access the full report.


November 12, 2013 17:57 sbicheno

Global handset shipments reached 420 million units during the third quarter of 2013, up 8% annually. Asia, North America and Central & Latin America were the world's fastest-growing regions, with Samsung, Apple and LG driving volumes higher. Coolpad, Lenovo and Alcatel registered the highest global growth, as the rise of the Chinese vendors continued, but Samsung achieved the impressive landmark of becoming the leading handset vendor in all global regions for the first time. Subscribers to Strategy Analytics’ Wireless Device Strategies service can access the full breakdown of global handset shipments, split by vendor and region, here.


October 8, 2013 16:26 khyers

We recently spoke about new emerging technologies that will drive device sales in coming quarters and years. As competition between smartphone vendors grows ever more heated, handset makers are looking to new technologies to differentiate them from their competitors and to capture the attention of consumers. From finger-print readers and Bluetooth Smart to Miracast and wearable accessories, the leading smartphone makers in the second half of 2013 are introducing new technologies that they hope will separate them from their competitors. Successful new enabling technologies introduced in 2H 2013 by Apple, Samsung, Nokia and other leaders will be the templates that fast followers will adopt in 2014. These issues, along with forward-looking shipment and revenue forecasts for 2H 2013 were discussed in our exclusive Webinar. The webinar is available for replay for Strategy Analytics clients.