Wireless Smartphone Strategies

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

August 6, 2014 21:47 nmawston

According our Smartphones (WSS) research service, HTC’s global smartphone shipments fell year-on-year in Q2 2014. This was the vendor’s tenth straight quarter of volume declines. Like Motorola and Nokia, should HTC start searching for a merger partner in 2015? This published report, available to clients, explores the strategic options available to HTC.


July 24, 2014 02:49 woh

According to the recently published report from Wireless Smartphone Strategies (WSS) service, global smartphone user base is expected to get close to 2.5 billion by the close of 2015. By region term, Asia Pacific is estimated to account for a lion's share, mainly boosted by a growing number of smartphone users in emerging markets including China, India, Indonesia, Philippines and Vietnam in addition to two established smartphone countries, South Korea and Japan. Smartphone user base for 88 countries in 6 continents are covered in this report.

The report is also forecasting the global smartphone user population penetration to figure out the ratio of smartphone ownership out of population and the global smartphone user household penetration to understand the propotion of active users per every single household for 88 countries through 2020.


June 10, 2014 11:27 nmawston

According to our WSS (Smartphones) research servicesmartphone revenues will grow +16% worldwide during 2014. At the same time, the four BRIC countries combined -- Brazil, Russia, India, and China -- will all grow at rates well above the global average.

Led by China, BRIC countries will generate 36% of all global smartphone revenues in 2014. Among the four countries this year, China will experience the highest revenue and ASP growth rate, propelled by the decrease in the ultra-low-tier market and the increase in other higher-price-range segments.

Meanwhile, we forecast China will surpass the US to become the largest smartphone market by revenue this year.

This extensive published report, available to clients, forecasts BRIC country smartphone sales volume, wholesale revenues, and wholesale ASPs across 8 price-tiers from 2009 to 2020. In-depth analysis of the premium, high, mid, entry and ultra-low price-bands is included. 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 each country's smartphone market by value, and benchmark their pricing strategies.


May 27, 2014 15:25 nmawston

According to recent research from our WSS (Smartphones) analysis service, some 231 million Android smartphones were shipped worldwide in Q1 2014. Samsung remains the clear number one hardware vendor for Google’s platform. However, among the tier-two brands, there is a growing wave of Chinese players picking up marketshare, led by Huawei, Lenovo and Xiaomi. What can other rivals, such as Sony or LG, do about it? Clients can read additional data in this published report.


May 11, 2014 22:57 nmawston

According to our WSS (Smartphones) research service, global dual-SIM smartphone sales will grow an impressive +61% YoY in 2014. Asia, China and India remain by far the largest markets for dual-SIM smartphones and the ones that hardware and component makers should prioritize. Lenovo and Samsung are among the major dual-SIM smartphone players worldwide. This extensive report, available for downloadb by clients here, contains forecasts for global dual-SIM smartphone sales in 6 major regions and 2 key countries -- China and India -- from 2007 to 2020. Qualitative analysis of top vendors and key technologies in this market are included, too.

 


April 29, 2014 02:50 woh

According to the latest research from our Wireless Smartphone Strategies (WSS) research service, global smartphone shipments grew +33% annually to reach 285 million units in the first quarter of 2014. Leaders Samsung and Apple lost slight traction in the quarter, while Huawei and Lenovo each held five percent marketshare worldwide.

Global smartphone shipments grew 33 percent annually from 213.9 million units in Q1 2013 to 285.0 million in Q1 2014.Smartphone growth was mixed on a regional basis during the quarter, with healthy demand in Asia counterbalanced by sluggish volumes across North America due to changes in the operator subsidy mix.

SAMSUNG shipped 89.0 million smartphones worldwide and captured 31 percent marketshare in Q1 2014, dipping slightly from 32 percent a year earlier. This was Samsung’s first annual marketshare loss in the smartphone category since Q4 2009. Samsung continues to face tough competition from Apple at the higher-end of the smartphone market and from Chinese brands like Huawei at the lower-end.

APPLE grew a below-average 17 percent annually and shipped 43.7 million iPhones worldwide for 15 percent marketshare in Q1 2014, falling from the 17 percent level recorded during Q1 2013. Apple remains strong in the premium smartphone segment, but a lack of presence in the entry-level category continues to cost it lost volumes in fast-growing emerging markets such as Latin America.

The combined global smartphone marketshare of SAMSUNG and APPLE has slipped from 50 percent in Q1 2013 to 47 percent in Q1 2014. There is more competition than ever coming from the second-tier smartphone brands. HUAWEI remained steady with 5 percent global smartphone marketshare in Q1 2014, while LENOVO has increased its global presence from 4 percent to 5 percent share during the past year. Huawei is expanding swiftly in Europe, while Lenovo continues to grow aggressively outside China into new regions such as Russia. If the recent Lenovo takeover of MOTOROLA gets approved by various governments in the coming months, this will eventually create an even larger competitive force that Samsung and Apple must contend with in the second half of this year.

 

Exhibit 1: Global Smartphone Vendor Shipments and Market Share in Q1 2014  [1]

Global Smartphone Vendor Shipments (Millions of Units)

Q1 '13

Q1 '14

Samsung

69.4

89.0

Apple

37.4

43.7

Huawei

10.0

13.4

Lenovo

8.4

13.3

Others

88.7

125.6

Total

213.9

285.0

 

 

 

Global Smartphone Vendor Marketshare  %

Q1 '13

Q1 '14

Samsung

32.4%

31.2%

Apple

17.5%

15.3%

Huawei

4.7%

4.7%

Lenovo

3.9%

4.7%

Others

41.5%

44.1%

Total

100.0%

100.0%

 

 

 

Total Growth Year-over-Year %

39.1%

33.2%

 

 

 

Source: Strategy Analytics

 

 

 

[1] Numbers are rounded.


April 23, 2014 09:50 lsui

There are over three hundred analysts worldwide attending Huawei's Global Analyst Summit, held from April 23 to 25 in Shenzhen, China. Our analysts from our Wireless Smartphone Strategies (WSS) service also joined the event.

The key theme of day one is about the overall corporate performance review and strategy outlook. Clearly, operator business still makes up the lion’s share of overall revenue, but the enterprise business and consumer business have been growing faster in 2013. Geographically, China contributed to 35% of total revenue in 2013, Europe, Asia Pacific and Latin America also saw healthy growth. In contrast, North American performance remains lackluster and posted year-over-year decline last year. Company overall profitability improved.

For the smartphone business, in which Huawei ranked the third largest vendor worldwide in 2013, according to this report from our Wireless Smartphone Strategies (WSS) service, Huawei reiterated its commitment to the smartphone business but indicated it will shift focus from volume growth towards sustainable growth and profitability. Compared with the two giants Apple and Samsung, the operating profit margin on Huawei's handset business was still quite slim in 2013. Our Wireless Device Strategies (WDS) service tracks the top 12 handset vendors' value and profitability figures on a quarterly basis in this report.

Looking forward, Huawei's consumer business needs to identify its own way to fulfill its growth target, rather than sometimes copycatting other players’ strategies (e.g. Xiaomi’s online distribution, or Samsung’s vertically integrated model, etc.). To avoid a price-war and further improve profitability, it seems, is the keyword for Huawei's global smartphone business in 2014.

 

 


April 16, 2014 14:44 nmawston

According to a new report from our Wireless Smartphone Strategies (WSS) service, global smartphone wholesale (trade) revenues will grow +21% over the next 7 years. Increasing smartphone volumes will be partly offset by decreasing average selling prices (ASP), as vendors and operators penetrate deeper into the price-sensitive prepaid market. Falling component prices will enable sales expansion in lower price-tiers, particularly for emerging markets like Asia and Latin America. Meanwhile, Apple and others will continue to target the subsidy-led premium category.

Our extensive published report, available to clients, forecasts global smartphone sales volume, revenues and wholesale average selling prices (ASP) by 6 major regions and 8 price-tiers from 2003 to 2020. Extensive analysis of the premium, high, mid, entry and ultra-low price-bands is included. 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 smartphone market by value and benchmark their pricing strategies.


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.



January 15, 2014 16:56 nmawston

According to our Wireless Smartphone Strategies (WSS) service, global Microsoft smartphone sales will grow at a healthy clip in 2014. Microsoft will establish itself as the smartphone industry's 3rd ecosystem. However, Firefox OS, and even Tizen, will be among the fastest-growing operating systems and they will provide competition for the US giant.

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.