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.

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.


October 10, 2013 20:10 khyers

Strategy Analytics' Wireless Device Strategies service recently published a new report on the introduction of fingerprint reader technology with the Apple iPhone 5s. The integration of a fingerprint-sensor into Apple’s new iPhone 5s model -- for security and safety reasons -- has instantly created a new wave of growth in the mobile industry. We expect worldwide volumes of fingerprint phones to expand more than tenfold over the next half-decade. However, fingerprint-sensors have been built into handsets in the past and demand quickly fizzled out. What is different this time? This report examines the role of fingerprint readers for mobile devices and how this technology is reemerging.


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.


September 5, 2013 19:13 khyers

IFA 2013: Qualcomm throws its hat into the wearables ring with Toq smartwatch

Despite all the attention that Samsung received when it released its Galaxy Gear device at its Unpacked event on September 4th, it’s not the only smartwatch to debut at IFA.  Qualcomm released its own wearable, the Toq, a 1.55” device running a 200MHz Cortex M3 processor, the same one found in Sony’s SmartWatch 2 and the Pebble.  What sets the Toq apart from other smartwatches is the inclusion of a Qualcomm Mirasol display. Mirasol displays do not need backlighting, and are therefore relatively frugal users of battery power; Qualcomm says that it should be able to go for three days between charges. The Toq incorporates Qualcomm’s WiPower wireless charging technology, is waterproof, and unlike Samsung’s Galaxy Gear, is compatible with all Android phones running Android OS 4.0.3 or higher.  At one level the Toq is best viewed as a proof of concept, highlighting a range of Qualcomm technologies that enhance the wearables experience. Strategy Analytics expects to see other manufacturers’ license Mirasol and WiPower technology for their own wearable offerings. The Toq is also a fully-fledged product as well, and will go on sale in Q4 2013 for around $299, the same price as Samsung’s Galaxy Gear device.

Strategy Analytics’ Wearable Device Ecosystem  service provides in-depth coverage of wearables including smartwatches. Additional insights into the smartwatch market can be found in the report Global Smartwatch Sales Forecast by Region.

HTC releases two new smartphones for customers on a budget

While Samsung and Sony were releasing high-profile “hero” phones on the eve of IFA 2013, HTC presented its two newest smartphones, the Desire 601 and Desire 300, for customers who want attractive devices that won’t bust their budgets. While the Desire 601 (which unlike the Desire 600 is not a dual SIM device) incorporates design cues from the HTC One and the year-old HTC One X, its use of a dual-core processor, a 4.5” display and a 5-megapixel camera allows it to meet a lower-price point than its larger siblings.  The Desire 300 is similarly intended to meet the needs of budget-conscious consumers, incorporating similar features to the 601 but with a smaller 4.3” display.

Additional insights into HTC’s strategies can be found in the report Q2 '13: HTC: Shipments Continue to Tumble, but Profitability Maintained.

Acer focuses on video with Liquid S2 smartphone

Acer’s high-end smartphone offering for IFA follows on the recent trend of including premium imaging capabilities in flagship phones but with a twist; the Liquid S2 smartphone’s 13 megapixel camera allows users to shoot 4K Ultra High Definition video, the first smartphone to offer this capability. Movies shot in Full HD mode or in 4K mode can be displayed on compatible TVs and PC monitors, though with few 4K TVs or monitors yet in consumers’ hands, not many buyers will be able to exploit the full capabilities of the device except on its 6” Full HD display.

Strategy Analytics explores the camera phone market in more detail in its Global Camera Phone Sales to Reach 1.5 Billion Units in 2014 report.

ASUS goes large with Padfone Note 6

ASUS introduced a 6” phablet - the Padfone Note 6 - a device that straddles the territory occupied by the newly introduced 5.7” Samsung Galaxy Note 3 phablet and Samsung’s 6.3” Galaxy Mega and Sony’s 6.4” Xperia Z Ultra superphablets. What sets the Padfone Note 6 apart from its competitors is that the Android tablet runs a 2GHz dual-core Intel Atom Z2580 processor, making it one of the few Android OS smartphones to run X86 technology.

Strategy Analytics examines changing form factors in the report Will the Slate Form Factor Continue its Dominance?

 


September 4, 2013 20:46 khyers

Samsung says “watch this space” with Galaxy Gear

Samsung launched its highly anticipated (and much leaked) new wearable today at a pre-IFA launch event. Pragmatically described by Samsung as a “wearable device”, the Galaxy Gear is a wrist-watch-like device which features a built-in camera, speakers, and a 1.63” S-AMOLED screen. Galaxy Gear checks most of the boxes for what a wearable should offer, as well as adding a few surprises such as at least 70 third-party apps including Evernote, Path, Vine, E-Bay, and fitness apps. Most of the apps take advantage of the new device’s form-factor by recording exercise and health data which can be integrated with related applications on a smartphone, or use the integrated camera to record pictures and short videos.

Samsung has chosen to limit Galaxy Gear’s compatibility with mobile devices to just the newly launched Note 3 and Note 10.1, at least initially, before eventually extending support to the Galaxy S4 and, presumably, other Samsung devices.  The new wearable will go on sale beginning September 25th across much of the globe and will be priced at around $299, which should be slightly higher than the competing Sony Smartwatch 2.

Subscribers to our Wireless Device Strategies (WDS) service can read an overview of the wearable technology market here in this report - Wearables: Will You Be Wearing Your Next Phone?

Samsung Unpacks Galaxy Note 3

As it has done for last two years, Samsung also used its pre-IFA press event to launch its latest phablet, the Note 3. The newly-introduced 5.7” phablet incorporates a larger screen into a slimmer, lighter and more compact form-factor, while also adding longer battery life and a faster processor.

While the newest iteration of the Note offers no revolutionary new features, it does offer a more refined experience than previous editions of the device. The Note 3 comes with a textured back which makes it easier for users to hold, packs a 13 megapixel camera which includes optical image stabilization for HD video recording, and supports all global LTE-bands, meaning that it can work on any operator’s LTE network globally.

Set for global release at the end of September, the Note 3 continues Samsung’s tradition of following the spring flagship Galaxy smartphone launch with the fall of a flagship phablet, a category that it continues to dominate.  Strategy Analytics expects the Note 3 to be a strong seller for Samsung, helping it to extend its lead in the phablet category.

Subscribers of our Wireless Device Strategies (WDS) service can access our global phablet forecast in the following report - Handset Sales Forecast by Type: Phablet, Superphone, Smartphone, Feature Phone & Basic Phone.


September 4, 2013 20:14 khyers

On the eve of IFA 2013 Sony took the wraps off of its new flagship Xperia Z1 smartphone. The premium device features a 5” full HD display and is fully waterproof, but what sets it apart from most other smartphones is a 20.7 megapixel camera and integrated post-processing imaging software that puts it in a class currently defined by the newly-launched Nokia Lumia 1020.

With the Z1 Sony is clearly attacking the premium smartphone space by developing a device that marries the imaging quality of its higher-end compact cameras with a smartphone that is capable of taking pictures in any environment, including under water.

The Xperia Z1 is the obvious successor to the Xperia Z, launched in May, 2013, allowing Sony to land a one-two punch of flagship launches and maintain momentum as it focuses on establishing the Sony brand in the premium smartphone segment. The Xperia Z1 will go on sale beginning in late September, in anticipation of the 2013 holiday shopping season. While it will face stiff competition, not least from the new Apple iPhone(s) expected to be announced next week, it will help cement Sony’s Xperia smartphones as a solid alternative to Samsung’s Galaxy line-up, the premium Android long-tail, and Nokia’s Lumia 1020.

Strategy Analytics explores Sony's mobile strategy in more detail in the following report: Q2’13: Sony: Back In The Game, But Competition in 2nd Tier Group Much Fiercer