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.

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 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 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.


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.


April 8, 2014 18:34 khyers

Global LTE handset industry revenues rose 81% annually during Q4 2013. Apple remained the world's largest 4G handset vendor by revenue, followed by Samsung and Sony. Sony also represented the highest annual growth rate among major players.

The report VALUE SHARE: Global LTE Handset Revenue and ASP by Vendor: Q4 2013 provides quarterly global LTE handset shipments, wholesale (transfer) pricing, and revenue metrics for 17 major vendors from Q1 2011 to Q4 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.

This report ia available to subscribes of Strategy Analytics' Wireless Device Strategies service.


April 7, 2014 12:32 khyers

With a new strategy, BlackBerry’s challenge will be to sell software and services to enterprises while telling them they don’t necessarily have to buy BlackBerry smartphones

As BlackBerry smartphone sales remain weak, the company is embracing a strategy that will see it increasing its focus on mobile data management software and services through sales of its BlackBerry Enterprise Server. In the process, it will go head-to-head against other leading firms in the space, including SAP, IBM, Oracle, Good Technologies, and MobileIron. BlackBerry’s Enterprise Server software manages not just data to its own smartphones, but across Android, iOS and Windows Phone devices.

BlackBerry’s challenge will be to sell Enterprise Server without alienating customers who may not wish to buy its smartphones. For BlackBerry this will necessitate a change in how it sells its products and could ultimately set up a conflict between its various businesses, as its hardware division looks to leverage software and services sales to grow new business. The conflict could eventually force BlackBerry to choose which area is the future of it business, and depending on the success of its strategy, could ultimately see BlackBerry downplaying handset sales in order to drive its software and services business.

This published report discusses BlackBerry’s performance in Q1 2014 and its shifting strategy. The report – available to clients – provides Strategy Analytics’ analysis of BlackBerry’s most recent 1Q 2014 calendar performance.


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 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 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.