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.

 

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.


September 19, 2013 23:29 lsui

In the newly published report: LTE Handset ASPs by Vendor: Q2 2013 from our Wireless Device Strategies (WDS) services , we estiamte Samsung and Apple combined took 75% of LTE handset revneue share and 71% volume share during Q2 2013.  The LTE market has become a two-horse race for revenue leadership.

Samsung overtook Apple being the largest LTE handset vendor by volume and by revenue this quarter. Its's Galaxy S4 (LTE version) also outsells iPhone 5 to become the top-selling LTE model this quarter.

Apple remains the highest LTE ASP, while HTC, Samsung, LG and Sonly all saw improved ASP this quarter dirven by their higher-priced LTE flagship models.


August 22, 2013 00:31 lsui

According to a newly published report -- VALUE SHARE: Global Handset Revenue, ASP and Profit in Q2 2013  -- from our Wireless Device Strategies (WDS) service, available to clients, global mobile phone wholesale (trade) revenues grew a healthy +24% YoY in Q2 2013. Revenues for the handset industry are growing faster than shipments. A greater mix of higher-priced 3G and 4G LTE models drove the spike in revenues. Global operating profits for the entire handset industry grew +30% YoY, which is even higher than the +28% YoY growth rate recorded in all of 2012. The profit improvement was caused by better financials from just a couple of major brands, like LG.

 


August 9, 2013 22:59 lsui

According to the newly published report from our Wireless Device Strategies (WDS) services : VENDOR SHARE: Global Handset Market by Technology: Q2 2013, WCDMA handset accounted for 50% of total GSM handset shipments worldwide, up from 43% in Q2 2012. This is the first time ever it has hit the halfway mark. The major growth was contributed by developed markets, boosted by a surge in demand for Android designs, especially from Samsung and LG. Emerging markets are also contributing significantly to the 3G UMTS handset segment, with BRIC (Brazil, Russia, China and India) countries witnessing strong growth in Q2 2013.

GSM / GPRS / EDGE legitimate handset shipments continued to slow down (-21% YoY) worldwide in Q2 2013. The demand for 2G GSM handsets has now dipped to 2005 levels. With 3G handsets getting ever cheaper, this is reducing the attractiveness of 2G devices, and we expect the 2G segment to slip further in coming quarters.

CDMA handset shipments down 19% annually. We expect CDMA technology to continue to sunset in 2013, as several major CDMA operators continue to quickly convert existing subscribers to 4G LTE networks in key CDMA markets like the USA and Japan, thus somewhat offsetting the CDMA growth story seen in China.

TD-SCDMA handset shipments more than doubled volumes annually.  Aggressive marketing promotions, subsidy support from China Mobile, combined with massively increasing supply of entry- to mid-tier models from local Chinese handset vendors such as Lenovo, Coolpad and ZTE, led the uptick in handset shipment volumes in Q2 2013. The TD-SCDMA market is now entering in its last major growth phase as China Mobile gears up for the 4G TD-LTE network at the end of this year. As a result, we believe China Mobile started moderating some subsidies for TD-SCDMA players at the end of Q2 2013 and this will lead to a medium level of inventory-buildup in Q3 2013. In other words, some TD-SCDMA handset vendors appear to be over-stocking at the moment.


June 5, 2013 21:27 lsui

Our Wireless Device Strategies (WDS) service's freshly published report -- Global Handset Distribution Forecast: Offline vs. Online -- models mobile phone sales by channel.

We forecast the distribution of mobile phones through online retail channels will grow +27% worldwide in 2013. A steadily growing number of mobile phones will be sold through online channels over time, making this an increasingly important distribution channel for operators and retailers.

North America and Western Europe represent the highest online % during the forecast timeframe, while China is seeing significant changes in distribution flows at the moment, due to pioneering companies like Xiaomi, as well as emerging e-commerce players.

Online channels continue to gain a rising share of global mobile phone distribution flows, notably in developed regions where wide Internet access and access to financial credit support online purchasing behaviors. While operators are especially strong in online distribution channels in developed markets, they will find it more difficult to gain a similar presence in developing markets where third-party retail channels currently dominate. Operators are best positioned to establish a foothold in mobile phone distribution in developing markets, both online and offline, by partnering with handset suppliers and focusing on upcoming high-value 4G postpaid customer segments.


June 5, 2013 21:11 lsui

Our Wireless Device Strategies (WDS) service's updated report -- BRIC Country Handset Revenues, ASPs & Price-Tier Forecasts: 2009 to 2017 -- forecasts four countries of Brazil, Russia, India and China (BRIC) to generate a combined 28% of global mobile phone industry revenues in 2013.

Global handset wholesale revenues will grow 16% in 2013, followed by total growth of 5% in the following five years through 2017. BRIC countries together will post an above-average growth rate during the forecasted timeframe. However, Brazil and China will start to see negative revenue growth by 2016 and 2017, driven by steadily declining wholesale average selling prices (ASP), while India will continue to see positive revenue growth rates during this timeframe. Russia will remain almost flat for the next five years through 2017.

Among the four countries, China will post the highest handset revenue growth rate in 2013, driven by surging handset prices, while India will surpass China to lead the growth wave from 2014 thanks to the steady expansion of the country's handset volumes.

The highest regional ASPs among the four countries will be found in China in 2013. The continued shift towards 3G smartphones will help China's handset ASPs to reach this peak in 2013, but the increased entry- and mid-tier smartphone mix, as well as softer feature phone prices, will drive it down from 2014 onwards. More analysis and forecasts can be downloaded by clients in this published report.


June 5, 2013 19:45 lsui

如果联想联手NEC联合发力智能机市场,倒不失为一步好棋,虽然一切目前为止都还只是传言。

首先,成立合资公司比完全收购要减少风险,以联想收购IBM的PC业务为前车之鉴,在加上复杂敏感的中日关系,合资公司可以减少对日本消费者的冲击,并且可以最大限度的保留技术和人力资源;

其次,合资公司可以帮助联想打开海外成熟市场的大门。虽然联想智能手机已经进入了一些新兴市场,但向来要求严格的欧美市场还是一片空白。随着中国市场竞争的白热化(我们的Handset Country Share Tracker services追踪中国智能手机季度市场份额,Q1 2013的数据表明联想在中国智能手机市场的份额环比下降了4个百分点),借力NEC的品牌先进入日本市场可谓一个分散风险增加收入的捷径;

第三,联想可以借力NEC在硬件和工业设计方面的实力,进一步提升手机产品的竞争力;

最后,双方的这个合力还可以在不同的产品线之间得以体现。把PC业务和智能手机进一步结合,分享共同的客户资源和渠道资源。

 

 

 

 

 

 

 

 

 

 


May 24, 2013 19:10 lsui

Our Wireless Device Strategies (WDS) services published VALUE SHARE: Global Handset Revenue, ASP and Profit in Q1 2013 report today. Please click here to access the full report.

Global handset wholesale (trade) revenues grew +11% from a year earlier in Q1 2013. Revenues for the handset industry are growing faster than shipments, which slipped -1% year-over-year. A greater mix of higher-priced 3G and 4G LTE models drove the spike in revenues.

Global operating profit for the entire handset industry growing just +5% YoY this quarter, which is slower than the +28% YoY growth rate recorded in all of 2012. The profit slowdown was caused by weaker financials from giant Apple and its terrible iPhone profit growth rate of -17% YoY. In contrast, Samsung recorded an all-time-high profit, growing a significant +58% YoY. Despite Apple's stalled performance, the US vendor and Samsung remain well in charge and they continued to capture a combined near-100% share of all worldwide profits in the quarter.

Global handset industry wholesale ASP jumped +12% YoY in Q1 2013. This was above the +10% YoY growth rate for all of 2012. Average pricing was boosted upwards during the first quarter by a much lower ratio of entry-level 2G handset volumes shipped in all regions worldwide.

Samsung led Industry revenues in Q1 2013, outpacing Apple by a narrow margin, to regain the no.1 position for the first time in two quarters. Samsung and Apple remain in a close race and together captured two-thirds of worldwide handset revenues, as the market has entered a duopoly-like situation. We believe Samsung dominates profits in the 3G Android phone segment, while Apple leads profits in the 4G LTE handset category.

This report provides quarterly global handset ASPs, revenues and profit metrics for multiple major handset OEMs from 2007 through 1Q 2013. Revenue share and profit share are also supplied. The report is a highly valuable tool for operators, component makers, automotive players and financial analysts who want to track the financial health and pricing of mobile phone vendors.


January 25, 2013 02:21 lsui

Boston, MA - January 24, 2013 ? According to the latest research from Strategy Analytics, global smartphone shipments grew 43 percent annually to reach a record 700 million units in 2012. Samsung was the star performer, capturing 30 percent marketshare worldwide and extending its lead over Apple and Nokia.

Neil Shah, Senior Analyst at Strategy Analytics, said, ?Global smartphone shipments grew 38 percent annually from 157.0 million units in Q4 2011 to 217.0 million in Q4 2012. Global smartphone shipments for the full year reached a record 700.1 million units in 2012, increasing robustly from 490.5 million units in 2011. Global shipment growth slowed from 64 percent in 2011 to 43 percent in 2012 as penetration of smartphones began to mature in developed regions such as North America and Western Europe.?

Neil Mawston, Executive Director at Strategy Analytics, added, ?Samsung shipped a record 213.0 million smartphones worldwide and captured 30 percent marketshare in 2012. This was the largest number of units ever shipped by a smartphone vendor in a single year, beating Nokia?s previous all-time record when it shipped 100.1 million units during 2010. Despite tough competition in stores and courtrooms, Samsung continued to deliver numerous hit models, from the high-end Galaxy Note2 phablet to the mass-market Galaxy Y. Apple grew a healthy 46 percent annually and shipped 135.8 million smartphones worldwide for 19 percent marketshare in 2012, broadly flat from the 19 percent level recorded in 2011. Apple had a strong year in developed regions like North America, but this was offset partly by its limited presence in high-growth emerging markets such as Africa.?

Linda Sui, Analyst at Strategy Analytics, added, ?Samsung and Apple together accounted for half of all smartphones shipped worldwide in 2012. Large marketing budgets, extensive distribution channels and attractive product portfolios have enabled Samsung and Apple to tighten their grip on the smartphone industry. The growth of Samsung and Apple has continued to impact Nokia. Nokia retained its position as the world?s third largest smartphone vendor for full-year 2012, but its global marketshare has dropped sharply from 16 percent to five percent during the past year. Nokia?s Windows Phone portfolio has improved significantly in recent months, with new models like the Lumia 920, but we believe the vendor still lacks a true hero model in its range that can be considered an Apple iPhone or Samsung S3 killer.?

Exhibit 1: Global Smartphone Vendor Shipments and Market Share in Q4 2012 [1]

Global Smartphone Vendor Shipments (Millions of Units)

Q4 '11

2011

Q4 '12

2012

Samsung

36.5

97.4

63.0

213.0

Apple

37.0

93.0

47.8

135.8

Nokia

19.6

77.3

6.6

35.0

Others

63.9

222.8

99.6

316.3

Total

157.0

490.5

217.0

700.1

         

Global Smartphone Vendor Marketshare %

Q4 '11

2011

Q4 '12

2012

Samsung

23.2%

19.9%

29.0%

30.4%

Apple

23.6%

19.0%

22.0%

19.4%

Nokia

12.5%

15.8%

3.0%

5.0%

Others

40.7%

45.4%

45.9%

45.2%

Total

100.0%

100.0%

100.0%

100.0%

         

Total Growth Year-over-Year %

55.9%

63.8%

38.2%

42.7%


[1] Numbers are rounded.

The full report, Global Smartphone Shipments Reach a Record 700 Million Units in 2012, is published by the Strategy Analytics Wireless Smartphone Strategies (WSS) service, details of which can be found here: http://tinyurl.com/9djv7u8.

About Strategy Analytics:

Strategy Analytics is a global, independent research and consulting firm. The company is headquartered in Boston, USA, with offices in the UK, France, Germany, Japan, South Korea, India and China. Visit www.strategyanalytics.com for more information.

Americas Contact:

Neil Shah / +1 617 614 0727 / NShah@strategyanalytics.com

EMEA Contact:

Neil Mawston / +44 1908 423 628 / NMawston@strategyanalytics.com

Asia Contact:

Linda Sui / +1 617 614 0734 / LSui@strategyanalytics.com