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 16, 2014 01:05 lsui

Google debutes the first Android 5.0 (Lollipop) based smartphone - Nexus 6 today. This phablet model comes with 6.0 inch 2K QHD display, 13 megapixel camera, and supports LTE-Advanced (CA) technology powered by Qualcomm snagdragon 805 quad-core processor.

Android 5.0 is the big update since Android 4.0 (ice cream sandwich ) was launched in 2011, with many visual enhancements and user interface changes. Google further shows the ambitious to let Android run among multiple devices, not only on smartphone and tablets, but also on wearables, TV and even cars.

Interestinly Motorola is the manufacturer of Nexus 6, switching from LG which manufatured Nexus 4 and 5 for Google. This move would benefit Chinese OEM Lenovo, which has acquired Motorola and the deal is expecte to close later this year.

Our Handset Country Share Tracker (HCST) services estiamte Google Nexus series phones (Nexus 4, 5, Nexus S, Galaxy Nexus, Nexus One etc.) combined made up less than 1% of global smartphone volume share by Q2 2014. However, Android continue to dominate smartphone market with a record 85% share in Q2 2014.

Top-tier carrier AT&T is expected to carry this phone, being the first Goolge Nexus device for AT&T. The partnership with top-tier operators would help Google / Motorola to ramp up volume in the coming holiday season. Meanwhile, consumers will have more alternative options on big phone portfolio, in addtion to iPhone 6 Plus, Samsung Galaxy Note 4 and LG G3 etc.




July 30, 2014 23:06 lsui

According to the latest Global Handset Subsidy Forecast by Region & Country : 2011 to 2020 report from our Wireless Device Strategies (WDS) service, global handset subsidy spending by mobile operators reached a peak in 2013. Subsidies will lessen from 2014 onwards as carriers tighten further their subsidy budgets.

Some major operators in tier-one countries, such as AT&T US or China Mobile, are trying actively to reduce handset subsidies. This means global handset subsidies will slip both in volume and value for the foreseeable future.

The US remains the largest subsidy country by value, while China will overtake the US to become the biggest subsidy country by volume in 2014.

Our extensive report, published here, provides worldwide handset subsidy forecasts by 6 regions and 2 key countries from 2011 through 2020. Subsidized handset volumes, average subsidy per subsidized handset, as well as total subsidy spend are included. Further breakdowns by device-type (smartphone vs. non-smartphones) and by subscription type ( prepaid vs. postpaid) are included, as well.

July 30, 2014 22:34 lsui

According to our latest Q2 2014 Huawei Insight Report, from our Wireless Device Strategies (WDS) service, Huawei's global mobile phone shipments jumped an impressive +60% annually during Q2 2014, well above the industry average growth rate. For the first time ever, Huawei become the world's 4th largest mobile phone vendor, surpassing LG and closing in on Apple.

Huawei maintained strong momentum in the smartphone market, where its shipments grew +81% YoY, more than three times above the industry average. Huawei strengthened its position as the world's third largest smartphone vendor this quarter, with a marketshare at record levels.

Huawei made huge progress in the global 4G market this quarter. Its worldwide LTE handset volume share tripled from last quarter. Leveraging its own chipset platform for vertical integration, Huawei is becoming more sophisticated and it is well-positioned to grow further in the 4G segment during H2 2014.

More analysis of Huawei can be viewed by clients here.

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.