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.

May 22, 2014 19:52 lsui

Our Wireless Device Strategies (WDS) service recently published the report: VALUE SHARE : Global Handset Revenue, ASP and Profit in Q1 2014. WDS clients: please click here to access the full report.

Global handset wholesale revenues increased +8% YoY and profits grew +14% annually. Apple and Samsung continued dominating the revenue pool, but Chinese brands Xiaomi, TCL-Alcatel and Huawei jumped into the top 5 most profitable handset vendor list this quarter, with improved operating margins.

Xiaomi is rising quickly, ranking the third most proftiable handset vendor, the sixth largest vendor by revenue, as well as the ninth largest vendor in shipments this quarter.

 

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 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!

 

 


February 7, 2014 17:04 nmawston

Accoding to our Wireless Device Strategies (WDS) service, Motorola’s global mobile phones shipments dipped slightly in Q4 2013. New models, like the Moto X and G, were introduced with much hype. However, the highlight of the quarter was Lenovo’s purchase of Motorola from Google. Offering an ecosystem of PCs, tablets and smartphones to carriers and corporates, Motorola-Lenovo is now a “one stop shop” for mobile and portable devices that can credibly challenge Samsung, Apple and others. More analysis of this major strategic shift in the industry can be viewed by clients here.


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 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 27, 2014 16:53 khyers

According to our Wireless Device Strategies (WDS) service, Samsung’s global handset shipments grew less quickly than expected during the fourth quarter of 2013. With Apple catching up with new products and markets, and with Chinese vendors trying to expand further into Samsung’s territories, the South Korean giant needs to address increased competition by developing new markets, strategies and more appealing differentiators in 2014.

In this published report, available to clients of our Wireless Device Strategies (WDS) service, Strategy Analytics examines Samsung's most recent quarterly results and provides insights into its competitive strategy and direction.


January 7, 2014 23:27 nmawston

Our Wireless Device Strategies (WDS) service predicts global mobile phone shipments to grow +6% in 2014. Samsung, Apple and Chinese vendors, including Huawei and Lenovo, will be among the main vendors driving growth, with 4G providing significant uplift in mature markets such as South Korea, Japan and the US.

This published report, available to clients, forecasts global handset, smartphone and feature phone shipments by quarter for 12 of the world's largest vendors from 2000 to 2014. Global grey phone volumes by quarter through 2014 are also included.

The report is a valuable tool for component makers, device vendors, software developers, operators, carmakers and other stakeholders to support their future quarterly planning activities.


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.