Wireless Smartphone Strategies

The industry’s most comprehensive set of critical market statistics and qualitative analysis, tracking and reporting on smartphones.

August 16, 2012 19:39 nmawston

The TD-SCDMA wars are intensifying in China. It is the world's fastest growing major 3G technology. Vendors are battling hard to grab a slice of the action. Shipments of TD-SCDMA handsets have quadrupled in the past 2 years. ZTE and Huawei have been among the main players, but Lenovo is now making a determined push to gain traction. Lenovo's share of TD-SCDMA cellphone shipments in China has doubled in four quarters. Lenovo is launching multiple new handset models, sometimes with Spreadtrum chipsets, such as the A288t touchphone, and the vendor is ratcheting up its marketing and promotional activities at China Mobile outlets and offline / online retailers. Lenovo has quickly become a force to be reckoned with this year. The company is clearly keen to be a top brand in mobile phones as well as PCs in 2013. However, we at SA have seen many Chinese vendors spike and slip over the years -- who can forget the much-hyped Ningbo Bird? -- and Lenovo still has someway to go before it can prove this current leap in volumes is sustainable. More analysis of Lenovo and the global TD-SCDMA handset market can be viewed here by clients of our Wireless Device Strategies (WDS) service.


August 16, 2012 19:34 nmawston

According to this newly published forecast report from our Wireless Device Strategies (WDS) service, mobile phone revenues will grow +6% worldwide during 2013. Asia Pacific will offer the biggest total revenues, while North America will generate the highest prices. The premium and high tiers will represent the largest addressable segments over the next five years, as operators like Orange and NTT Docomo stock a fresh wave of LTE phones from Apple, Samsung and others. The report is a valuable tool for device vendors, operators, component manufacturers, software developers, financial analysts, car makers, and other stakeholders who want to measure the total mobile phone market by value and benchmark their pricing strategies.


August 16, 2012 17:44 nmawston

According to this updated report from our Wireless Smartphone Strategies (WSS) service, global smartphone industry revenues will grow +28% over the next 5 years. Increasing smartphone shipments will be offset by decreasing wholesale prices, as vendors and operators penetrate deeper into the cost-sensitive prepaid market. Falling component prices will enable sales expansion in lower price-tiers, particularly for emerging markets like Asia, Africa and Latin America. Meanwhile, Apple and others will continue to target the subsidy-led premium category, which promises sizeable revenue and profit potential. The report is a valuable tool for device vendors, operators, component manufacturers, software developers, financial analysts, car makers, and other stakeholders who want to measure the huge smartphone market by value and benchmark their pricing strategies.


August 9, 2012 18:35 nmawston

Mobile phone sales have fallen in Spain for the past two years, as outlined in this published report. Spain has been hit hard by the country's economic recession, a trend that has reduced consumers' disposable incomes and delayed experienced shoppers from upgrading to better 3G models, as well as deterring first-time buyers from joining the mobile revolution. But there is potential for the Spanish handset market to stabilize next year if the Eurozone crisis subsides and operators can ramp up their LTE 4G activities to encourage more users to purchase new devices (e.g. Apple iPhone 5). Indeed, we forecast the Spanish market to stabilize and the mobile phone installed base will grow 2% in 2013 -- this will give content developers, car makers and other stakeholders an opportunity to address a larger market of customers. This published report, available to clients of our Wireless Device Strategies (WDS) service, outlines more detail for Spain's installed base and 87 other countries worldwide.


August 9, 2012 18:20 nmawston

The United States is the world’s most valuable market for operator-led handset subsidies. No other country on Earth subsidizes as many phones as the US. Where the US leads in subsidies today, the rest of the world often follows tomorrow. For example, an explosion in Apple iPhone US subsidies in 2007 caused an explosion in iPhone subsidies worldwide over the ensuing five years. How big is the US subsidy market today? How much subsidy share do Apple, Samsung and others now capture? Will operator subsidies rise, plateau or fall in 2013? This published report, available to clients of our Wireless Device Strategies (WDS) service, answers those questions and more.


August 9, 2012 17:51 David Kerr

Driven by an increased mix of subsidized smartphones in mature markets (e.g. US) and some emerging markets (e.g. China), we forecast global handset subsidy spend to reach US$46 billion in 2012. We believe the global average handset subsidy will maintain steady growth through 2014, but it will dip after that.

North America remains the world?s most valuable market, contributing to over half of global handset subsidy spend. Meanwhile, emerging markets like China are ramping up their activities to play a growing role in the subsidy industry.

Handset subsidies offered by operators worldwide remain volatile. Some countries are investing more in subsidies, while others are trying to spend less. How big is the global handset subsidy market today? How much subsidy does each region capture? How much subsidy share do smartphones and postpaid handsets capture? Will operator subsidies rise, plateau or fall in 2013? How will operator subsidies affect handset vendors such as Apple or component makers like Sharp?

This published report by our Wireless Device Strategies service answers those questions and more.

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August 2, 2012 02:29 nmawston

Mobile phone tethering delivers mobile Internet access for rich content and multimedia to locally connected devices and vehicles via 3G and 4G cellular data networks. Tethering can provide mobility, flexibility, speed and convenience for subscribers and service providers. We predict mobile hotspot handset sales to surge 105% in 2012. It is a high-growth category. How big and important is the mobile handset tethering market? Will Bluetooth, USB or some other technology win? More analysis can be downloaded by clients of our Wireless Device Strategies (WDS) service here.


August 2, 2012 02:24 nmawston

In volume terms, Android is the world’s dominant mobile platform for smartphones. No surprises there. Along with Apple iOS, Android has crushed the competition from Symbian, Blackberry, Palm, LiMo, MeeGo and many others during the past 4 years. But nothing lasts forever. We expect Android’s global smartphone marketshare percentage to peak in 2012 and 2013. Why is that? What will come next? More analysis can be downloaded by clients at this published report from our Wireless Smartphone Strategies (WSS) service.


August 2, 2012 02:15 nmawston

According to our Wireless Device Strategies (WDS) service, Samsung shipped 93 million mobile phones worldwide in Q2 2012. Its 26% annual growth rate was well above the industry average of 1% during the quarter. Its mobile phone revenues have  surged to record levels. The Galaxy smartphone sub-brand is proving wildly popular in dozens of countries around the globe, such as China and Germany. Yet, despite the impressive overall performance, Samsung’s marketshare of the high-volume feature phone market continues to decline. The vendor is losing ground to a resurgent Nokia and this will need to be addressed before it becomes a problem for Samsung and its many component supply partners. More analysis can be downloaded by clients here.