Wireless Smartphone Strategies

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

April 29, 2015 02:01 nmawston

 

According to the latest research from Strategy Analytics, global smartphone shipments grew 21 percent annually to reach 345 million units in the first quarter of 2015. Samsung overtook Apple to recapture first position as the world’s largest smartphone vendor by volume.

Global smartphone shipments grew 21 percent annually from 285.0 million units in Q1 2014 to a 345.0 million in Q1 2015. Global smartphone growth on an annualized basis has slowed slightly from 33 percent to 21 percent during the past year, due to increasing penetration maturity in major markets of the US, Europe and China.

SAMSUNG shipped 83.2 million smartphones worldwide and captured 24 percent marketshare in Q1 2015, dipping from 31 percent a year earlier. Samsung continued to face challenges in Asia and elsewhere, but its global performance has stabilized sufficiently well this quarter to overtake Apple and recapture first position as the world’s largest smartphone vendor by volume. APPLE shipped 61.2 million smartphones worldwide and captured 18 percent marketshare in Q1 2015, rising from 15 percent in Q1 2014. Apple’s new iPhone 6 and 6 Plus models remain wildly popular in China and worldwide, as consumers upgrade to larger-screen phablets for enhanced data experiences.

LENOVO-MOTOROLA held on to third position with 5 percent global smartphone marketshare in Q1 2015, but it has slipped from 7 percent a year ago. Lenovo is facing competitive pressure in the high-growth China LTE category, while Motorola is struggling to expand in its core market of North America and its growth market of India. Meanwhile, HUAWEI shipped a robust 17.3 million smartphones for 5 percent share and fourth position worldwide in Q1 2015. Huawei is expanding rapidly online in China and through retailers across Africa, enabling it to become an emerging powerhouse in developing regions.

Exhibit 1: Global Smartphone Vendor Shipments and Marketshare in Q1 2015  [1]

Global Smartphone Vendor Shipments (Millions of Units)

Q1 '14

Q2 '14

Q3 '14

Q4 '14

Q1 '15

Samsung

89.0

74.5

79.2

74.5

83.2

Apple

43.7

35.2

39.3

74.5

61.2

Lenovo-Motorola

19.7

23.8

24.5

24.7

18.8

Huawei

13.4

20.1

16.5

24.1

17.3

Others

119.2

141.4

163.9

182.3

164.5

Total

285.0

295.0

323.4

380.1

345.0

           

Global Smartphone Vendor Marketshare (%)

Q1 '14

Q2 '14

Q3 '14

Q4 '14

Q1 '15

Samsung

31.2%

25.3%

24.5%

19.6%

24.1%

Apple

15.3%

11.9%

12.2%

19.6%

17.7%

Lenovo-Motorola

6.9%

8.1%

7.6%

6.5%

5.4%

Huawei

4.7%

6.8%

5.1%

6.3%

5.0%

Others

41.8%

47.9%

50.7%

48.0%

47.7%

Total

100.0%

100.0%

100.0%

100.0%

100.0%

 

 

 

 

 

 

Total Growth: Year-over-Year (%)

33.2%

26.6%

27.9%

31.0%

21.1%

         

 

Source: Strategy Analytics

       

 

 

Our full report -- Samsung Becomes World’s Largest Smartphone Vendor in Q1 2015 -- is available to clients of Strategy Analytics Wireless Smartphone Strategies (WSS) service.



[1]  Numbers are rounded.


April 7, 2015 23:48 nmawston

Our Wireless Smartphone Strategies (WSS) research team recently visited Cyanogen Inc., a two-year-old start-up, well known for its emerging Cyanogen OS, which has modified Android OS on the ROM level and is trying to challenge Google’s dominance in the Android ecosystem. How will Cyanogen change the existing Android ecosystem? What factors will determine its success? What does it mean for hardware / software players, such as Google, Microsoft and Firefox, in the smartphone value chain? More analysis can be downloaded by clients here.


April 2, 2015 05:33 woh

According to the recently-posted report, 'Is Google Losing Its Grip on the Android Ecosystem(s)?', cross-published across our Wireless Media Strategies (WMS) and Wireless Smartphone Strategies (WSS) services, we are seeing some clear signs of Google's robust Android Ecosystem being challenged by many companies, either competitors or partners, from Microsoft, to Chinese guys such as Baidu, Alibaba, Tencent and Xiaomi, to Cyanogen, to Yandex, to Micromax, its Android One partner.

This extensive insight report, available to our paid WSS clients, is analyzing the current status quo in regards to the tug of war between Google and Anti-Google competitors, from set makers, platform providers, service providers and countries perspectives.


March 27, 2015 06:25 lsui

According to the latest report from our Wireless Smartphone Strategies (WSS) service, global online channels will make up a significant 19% of all smartphone sales in 2015, of which pure e-retailers will contribute 8% of total global smartphone volume share. China and India lead the pack with the highest e-retailer share.

Jingdong is the largest e-retailer in China. In India, Flipkart remains the largest player.

Wireless Smartphone Strategies (WSS) clients can please click here to access the full report.


March 13, 2015 05:58 PLin

According to the latest report ‘Global Smartphone Revenues, ASPs & Price-Tier Forecasts: 2003 to 2020from our  Wireless Smartphone Strategies (WSS) research service, global smartphone revenues will grow +10% over the next 6 years. Increasing smartphone volumes will be partly offset by decreasing ASPs, 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 report tracks global smartphone sales volume, revenues and wholesale ASPs by six major regions and eight 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. The report is available here to our paid clients.


March 13, 2015 05:36 PLin

According to the latest report ‘BRIC Country Smartphone Revenues, ASPs & Price-Tier Forecasts: 2009 to 2020from our  Wireless Smartphone Strategies (WSS) research service, mobile smartphone revenues will grow 8% worldwide during 2015. 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 global smartphone revenues in 2015. Among the four countries in 2015, China will experience the highest revenue growth rate. Meanwhile, we forecast China will remain the largest smartphone market in revenues in 2015.   

Our report tracks BRIC country smartphone sales volume, wholesale revenues, and wholesale ASPs across eight price-tiers from 2009 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 each country's mobile phone market by value and benchmark their pricing strategies. The report is available here to our paid clients.


January 28, 2015 21:00 nmawston

According to the latest research from our WSS (Smartphones) service, global smartphone shipments grew 31 percent annually to reach a record 380 million units in the fourth quarter of 2014. Apple tied with Samsung to become the world’s largest smartphone vendor.

Global smartphone shipments grew 31 percent annually from 290.2 million units in Q4 2013 to a record 380.1 million in Q4 2014. An impressive 1.3 billion smartphones were shipped worldwide in 2014, with very strong growth seen last year in emerging markets such as China, India and Africa.

Apple shipped 74.5 million smartphones worldwide and captured a record 20 percent marketshare in Q4 2014, increasing from 18 percent a year earlier. Apple’s new iPhone 6 and 6 Plus models are proving wildly popular in China, United States and Europe. Apple tied with Samsung to become the world’s largest smartphone vendor for the first time since Q4 2011. Samsung shipped 74.5 million smartphones worldwide and captured 20 percent marketshare in Q4 2014, dipping from 30 percent in Q4 2013. Samsung continues to face intense competition from Apple at the higher-end of the smartphone market, from Huawei in the middle-tiers, and from Xiaomi and others at the entry-level. Samsung may soon have to consider taking over rivals, such as Blackberry, in order to revitalize growth this year. Samsung remained the number one smartphone player globally on a full-year basis in 2014.

Lenovo merged officially with Motorola to capture 6 percent global smartphone marketshare and take third position in Q4 2014. Lenovo is hoping to leverage Motorola’s famous brand to drive global scale this year and to offset some of Lenovo’s recently weakening smartphone growth at home in China. Meanwhile, Huawei shipped a robust 24.1 million smartphones for 6 percent share and fourth position worldwide in Q4 2014. Huawei is expanding rapidly online in China and through retailers across Africa, enabling it to become an emerging powerhouse in developing markets.


 

Exhibit 1: Global Smartphone Vendor Shipments and Marketshare in Q4 2014  [1]

Global Smartphone Vendor Shipments (Millions of Units)

Q4 '13

2013

Q4 '14

2014

Samsung

86.0

319.8

74.5

317.2

Apple

51.0

153.4

74.5

192.7

Lenovo-Motorola

18.8

62.1

24.7

92.7

Huawei

16.6

50.4

24.1

74.1

Others

117.8

404.3

182.3

606.8

Total

290.2

990.0

380.1

1283.5

         

Global Smartphone Vendor Marketshare (%)

Q4 '13

2013

Q4 '14

2014

Samsung

29.6%

32.3%

19.6%

24.7%

Apple

17.6%

15.5%

19.6%

15.0%

Lenovo-Motorola

6.5%

6.3%

6.5%

7.2%

Huawei

5.7%

5.1%

6.3%

5.8%

Others

40.6%

40.8%

48.0%

47.3%

Total

100.0%

100.0%

100.0%

100.0%

 

 

 

 

 

Total Growth: Year-over-Year (%)

33.7%

41.4%

31.0%

29.6%

         

Source: Strategy Analytics

       


[1]  Numbers are rounded.


January 5, 2015 14:34 nmawston

Micromax has partnered with Cyanogen -- an Android fork -- to launch its online-only smartphone sub-brand, YU, in India during H1 2015. Micromax is terrified of Xiaomi and the firm is stepping up its efforts to stop the rise of Xiaomi and other rival Chinese vendors. However, the YU program fragments the Android ecosystem and Google will NOT be overjoyed by this latest move from Micromax. More analysis of this emerging challenge for Google can be downloaded by clients here.



December 10, 2014 10:25 PLin

According to the latest report -- “Micromax YU Android-Fork Challenges Xiaomi in India” -- from our Wireless Smartphone Strategies (WSS) research service, Micromax -- India’s second largest smartphone vendor -- has partnered with Cyanogen -- an Android fork -- to launch commercially a new online-only smartphone sub-brand – YU -- in India during December 2014.

Micromax is terrified of Xiaomi and the firm is stepping up its efforts to stop the rise of Xiaomi and other rival Chinese vendors. By targeting first the online distribution channel, Micromax YU is entering a fast-growing sector. However, the YU program fragments the Android ecosystem and Google will not be overjoyed by this latest move from Micromax.

As an early-mover with an Android fork, will YU be a game-changer in India? For clients, there is more analysis available here.


November 26, 2014 13:19 PLin

According to the latest report -- ‘Smartphone Vendor ASP and Revenue Share by Region: Q3 2014 -- from our Handset Country Share Tracker (HCST) research service, global smartphone industry revenues rose +13% annually in Q3 2014. Apple regained the first spot by revenue. Samsung dipped to second spot by revenue, but maintained its first place in volume. LG maintained third by volume. For the first time ever, Xiaomi jumped into the top 5 list by smartphone revenue, driven by strong shipments growth. 

Our extensive
report -- available to clients here -- provides quarterly global smartphone wholesale ASP, revenue and shipment metrics for 16 major OEMs across six major regions from Q1 2012 to Q3 2014. It is a valuable tool for operators, component manufacturers, carmakers, financial analysts and other stakeholders who want to track smartphone pricing and the financial health of major vendors on a regional basis.