Wireless Smartphone Strategies

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

January 17, 2014 19:33 nmawston

According to our Wireless Smartphone Strategies (WSS) service, the global Tizen smartphone installed base will be a niche proposition in 2014 / 2015. Can Samsung get the new mobile operating system off the ground in places like Japan and Western Europe? Can it avoid a "Bada 2.0" scenario?

This extensive published report, available to clients, forecasts global smartphone sales, by 14 operating systems for 88 countries worldwide, from 2007 to 2018. Almost every major country worldwide is covered, including the United States, China, India, Indonesia, Japan, South Korea, Russia, Brazil, Mexico, South Africa, Saudi Arabia, UK, Germany, France, Italy, Spain and others.



November 12, 2013 17:50 sbicheno

Global smartphone shipments grew by almost 50% annually in Q3 2013, with continued strong demand in many developing markets such as India. TCL-Alcatel, Xiaomi, Lenovo and Huawei of China were the global star performers in the quarter, outstripping many rivals like HTC and Fujitsu as the smartphone balance of power, outside of the big 2, continues to shift in favour of Chinese vendors. Subscribers to Strategy Analytics’ Wireless Smartphone Strategies service can access the full breakdown of global smartphone shipments , split by vendor, region and OS, here.


October 31, 2013 15:30 sbicheno

According to the latest research from our Wireless Smartphone Strategies (WSS) service, global smartphone shipments reached 251 million units in the third quarter of 2013. The Android operating system reached a new record of 81 percent global share, mainly at the expense of BlackBerry and Apple. Microsoft Windows Phone doubled its marketshare and it is currently the world’s fastest growing major smartphone platform.

Global smartphone shipments grew 45 percent annually from 172.8 million units in Q3 2012 to 251.4 million in Q3 2013. Growth was driven by robust demand for Android and Microsoft models in developed and developing markets, notably Europe and Asia.

Android’s domination of global smartphone shipments reached a new peak in Q3 2013, with four out of every five smartphones now running Google’s OS. Android’s gain came mainly at the expense of BlackBerry, which saw its global smartphone share dip from 4 percent to 1 percent in the past year due to a weak line-up of BB10 devices. Apple also lost some ground to Android because of its limited presence at the lower end of the smartphone market. Android will need to take further shipments from Apple if it wants to keep growing in the future, but this is unlikely in the near-term as the new iPhone 5s model is proving popular and it will help Apple to regain volumes worldwide in the fourth quarter of 2013.

Microsoft shipped more than 10 million smartphones worldwide in a single quarter for the first time ever in its history during Q3 2013. Microsoft has doubled its global smartphone marketshare from 2 percent to 4 percent in the past year. Microsoft grew its smartphone shipments by 178 percent annually in Q3 2013 and it is currently the world’s fastest growing major smartphone platform. Microsoft’s growth is almost entirely due to Nokia and its steadily improving Lumia portfolio across Europe, Asia and the United States. However, Microsoft is clearly still at a low level of share worldwide and it is struggling to gain serious traction in several major markets like Japan, South Korea and Africa.

Exhibit 1: Global Smartphone OS Shipments and Market Share in Q3 2013

Global Smartphone Operating System Shipments (Millions of Units)

Q3 '12

Q3 '13

Android

129.6

204.4

Apple

26.9

33.8

Microsoft

3.7

10.2

BlackBerry

7.4

2.5

Others

5.2

0.5

Total

172.8

251.4

 

 

 

Global Smartphone Operating System Marketshare  %

Q3 '12

Q3 '13

Android

75.0%

81.3%

Apple

15.6%

13.4%

Microsoft

2.1%

4.1%

BlackBerry

4.3%

1.0%

Others

3.0%

0.2%

Total

100.0%

100.0%

 

 

 

Total Growth Year-over-Year %

44.0%

45.5%

 

 

 

Source: Strategy Analytics

 

 

The full report, Microsoft Hits 10 Million for First Time as Android Reaches Record 81 Percent Share of Global Smartphone Shipments in Q3 2013, is available to subscribers of Strategy Analytics’ Wireless Smartphone Strategies (WSS) service now.


September 23, 2010 22:09 David Kerr

September 23, 2010

While there has understandably been a lot of attention given to consumer apps post iPhone and the plethora of application stores that have emerged, business mobility and enterprise mobility offer huge potential from horizontal to vertical applications and from smartphones to iPads and tablets to superphones.

In both NA and W. Europe, business customers account for under 30% of users but are the dominant streams of both revenue and profits for operators. On the device side, premium priced models from RIM, Nokia, and Microsoft Mobile licensees as well as the iPhone have long been key drivers of profits in a market where low single digit margins are the norm.  The explosion of smartphone choices has led to the battle ground moving beyond the corner office, to other executive and now increasingly the midlevel manager.

With a new range of devices competing for space in the corporate market, the issue of corporate versus individual liable has become an increasing priority for IT decision makers. Add on the complexity of managing an expanding list of OS (Android, iPhone, Windows Mobile, Symbian, Palm, MeeGo, Bada from Samsung) and the growing importance of mobile portable devices with access behind the firewall and one can already feel a corporate migraine forming…. And that’s before we even discuss device management, mobility policy, device retirement etc. etc.

I am looking forward to CTIA Fall (San Francisco October 5-7) and in particular to the Enterprise Mobility Boot Camp moderated by Philippe Winthrop of the Enterprise Mobility Foundation. The boot camp spread over two days will address many of the issue listed above with our own Andy Brown featured in an analyst roundtable on October 6th.  I look forward to meeting you there. Don’t hesitate to contact Philippe for passes to this the deep dive enterprise mobility event.

David Kerr

David Kerr
Snr. VP - Global Wireless Practice
Tel: +1 617 614 0720
Mob: +1 262 271 8974


February 1, 2010 19:02 nmawston

February is here. And that can only mean one thing: Mobile World Congress (MWC). The world's largest wireless trade show takes place in Barcelona, Spain, from Sunday 14th to Thursday 18th. In between eating, drinking and sitting in the sun, I might even do a little work. Which handset players will be important and who should I go visit?

Nokia is a good place to start. Nokia will stage an off-site event called Connecting People. Connecting People is its longstanding theme to connect people and places with devices and contextual services. Nokia will no doubt unveil a new handset model or two, but we don’t expect anything seismic because Nokia will not want its products to get overshadowed by the noise of MWC.

Samsung will be about Bada, the vendor’s new platform which sits on top of a proprietary or Linux kernel. We recommend demoing its new Bada phone, to see if it matches up with Android, Apple and Symbian devices for usability and richness.

LG, like Samsung, will have a big stand at the show. LG is keen to reposition as a credible smartphone player for 2010 and there will be heavy promotion of its Android and Microsoft portfolios. LG is expanding (belatedly) into content and there should be a display of its 3-Screen 3-Way Sync converged-application service for smartphones, netbooks and TVs.

Qualcomm will be found in several smartphones and smartbooks using its high-speed 1GHz Snapdragon processor. The chipmaker will show its roadmap for the next wave of 1.3GHz (8X50A) and 1.5GHz (8X72) Snapdragons, available for commercial launches of devices over the next 6 to 18 months.

The much-hyped Google Android HTC Nexus One will be on show. However, the handset will be of less interest than the business model. I’ll do some discreet research and see if we can get more color on Google’s underlying plans for its direct-to-consumer online distribution strategy.

We will see a few HSPA+ and LTE demos this year. The dongle players, such as Huawei and ZTE, should have such devices on their stands. This will be a double opportunity to see how next-generation technologies are progressing, while examining how the emerging Chinese brands are performing.

That is a partial snapshot of who I will be visiting. How about you? Let me know by clicking on the Comments link.


January 19, 2010 03:01 tkang
At the end of last year Samsung suddenly announced ‘Bada’, their own smartphone platform. Although there are claims that its just vaporware, sorry to say its not making much hype like most vaporware should do. After two months we are still waiting for the real thing. Now we all know what a smartphone O/S is, but what’s a smartphone platform? In the official Bada site, it actually says that the kernel layer can be either Linux or real-time OS (feature phone OS) depending on the configuration. This shows that there will be a shared experience between feature phones and smartphones. So it may not be  inventing a new experience with a new O/S. Confusing nonetheless, I’d say. Why all the mystique and vagueness? In my view the vagueness and uncertainty reflect Samsung’s agony with smartphones. Let me summarize the situation Samsung is in right now. The Situation: - Samsung’s handset ASP had always been 10~30% higher than the industry average but since 2008 they’ve been 10% lower. - Samsung’s operating margin’s are jumping between the 5% and 10% line and it used to be the 10% and 20% line before. - As the No.2 manufacturer of handsets worldwide with 20% market share, Samsung only grasps 3% of the smartphone market. So it all began with the smartphone hype in recent years. Smartphones have been haunting Samsung over the last 2~3 years and even further back when they were experimenting with Palm, Linux and Blackberry (yes, even Blackberry). Samsung’s Bada is a reactive response rather than a proactive or creative move. So it will end up constantly changing as time goes by. I’d say the current facts all point to a direction which is clear though. Samsung’s Bada will be forced to become an upgrade to its legacy feature phones. Whether Samsung intends Bada to become such an upgraded feature phone experience or not, I’m not sure but that’s the only niche that is available in this market right now. As you can see in the chart below there still is a gap between the so-called smartphones and feature phones and with the beginning of the Jet, Samsung has been attempting to bridge that gap. Whether the Bada will be good enough to enter the ranks of smartphones or it will just blur the lines between smartphones and feature phones we’ll have to see the actual product. image Many other feature phone centric vendors will realize that they don’t have much options for the future and this type of feature phone upgrading will be seen again. I think we’ll have to come up with a new definition called the ‘Smart Feature Phone’ or the ‘Simple-minded Smartphone’ soon this year. - Tom Kang

January 19, 2010 03:01 tkang
At the end of last year Samsung suddenly announced ‘Bada’, their own smartphone platform. Although there are claims that its just vaporware, sorry to say its not making much hype like most vaporware should do. After two months we are still waiting for the real thing. Now we all know what a smartphone O/S is, but what’s a smartphone platform? In the official Bada site, it actually says that the kernel layer can be either Linux or real-time OS (feature phone OS) depending on the configuration. This shows that there will be a shared experience between feature phones and smartphones. So it may not be  inventing a new experience with a new O/S. Confusing nonetheless, I’d say. Why all the mystique and vagueness? In my view the vagueness and uncertainty reflect Samsung’s agony with smartphones. Let me summarize the situation Samsung is in right now. The Situation: - Samsung’s handset ASP had always been 10~30% higher than the industry average but since 2008 they’ve been 10% lower. - Samsung’s operating margin’s are jumping between the 5% and 10% line and it used to be the 10% and 20% line before. - As the No.2 manufacturer of handsets worldwide with 20% market share, Samsung only grasps 3% of the smartphone market. So it all began with the smartphone hype in recent years. Smartphones have been haunting Samsung over the last 2~3 years and even further back when they were experimenting with Palm, Linux and Blackberry (yes, even Blackberry). Samsung’s Bada is a reactive response rather than a proactive or creative move. So it will end up constantly changing as time goes by. I’d say the current facts all point to a direction which is clear though. Samsung’s Bada will be forced to become an upgrade to its legacy feature phones. Whether Samsung intends Bada to become such an upgraded feature phone experience or not, I’m not sure but that’s the only niche that is available in this market right now. As you can see in the chart below there still is a gap between the so-called smartphones and feature phones and with the beginning of the Jet, Samsung has been attempting to bridge that gap. Whether the Bada will be good enough to enter the ranks of smartphones or it will just blur the lines between smartphones and feature phones we’ll have to see the actual product. image Many other feature phone centric vendors will realize that they don’t have much options for the future and this type of feature phone upgrading will be seen again. I think we’ll have to come up with a new definition called the ‘Smart Feature Phone’ or the ‘Simple-minded Smartphone’ soon this year. - Tom Kang