Wireless Smartphone Strategies

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

February 23, 2013 21:53 nmawston

According to our Wireless Smartphone Strategies (WSS) service, global smartphone shipments grew +38% annually in Q4 2012, and +43% in FY 2012. Growth in the quarter was healthy but slowed a little as postpaid penetration matures. Samsung and Apple continue to dominate volumes due to their extensive retail presence. Huawei became the world's third largest smartphone player for the first time ever, highlighting the rise of Chinese brands. This published report -- available to download by clients --contains global smartphone shipments by the top 20 vendors by region by quarter from 2007 to 2012. Global smartphone shipments by vendor by operating system by quarter are also included in a pivot-table. The report is valuable for mobile stakeholders who want to size the huge market for smartphones and operating system marketshare by hardware vendor.


February 23, 2013 21:44 nmawston

According to our Wireless Smartphone Strategies (WSS) service, global smartphone shipments reached a record level of 700 million units in full-year 2012. While Android was once more the dominant global OS by volume, Apple reclaimed some marketshare thanks to the first full quarter of availability for the new iPhone 5. This trend was especially apparent in North America, where Android appears to have peaked, but globally Android still accounts for a significant majority of all smartphones shipped. BlackBerry and Symbian continued to see their global presence shrink, and while Microsoft experienced a boost from the launch of Windows Phone 8 in Q4, the gain was smaller than expected.

This published report, available to download by clients, contains global smartphone shipments by operating system by region by quarter from 2009 to 2012. The report is valuable for mobile stakeholders who want to size the huge market for smartphones and operating system marketshare.


February 23, 2013 21:30 nmawston

According to our Wireless Smartphone Strategies (WSS) service, HTC’s smartphone shipments worldwide declined by -29% annually in Q4 2012. We believe Chinese players such as Huawei, ZTE and Lenovo are grabbing large chunks of marketshare in China in the lower price-tiers, while the two smartphone giants Samsung and Apple achieved a lion’s share of volume and profit in the higher-tiers. As a result of the heightened competition, HTC’s global revenues were down -41% against the previous year and its gross profit fell by -92% annually. This published report gives more details for clients to download.


February 5, 2013 19:01 nmawston

According to our Wireless Smartphone Strategies (WSS) service, Microsoft Windows Phone overtook BlackBerry OS to become the third largest smartphone platform in the influential United States market during Q4 2012. It was the first time Microsoft has surpassed Blackberry since 2006. Meanwhile, Android lost share in annual terms in the US for the first time ever. Are we now at “peak Android”? More analysis can be downloaded by clients here.


January 28, 2013 11:34 nmawston

According to the latest research from our Wireless Smartphone Strategies (WSS) service, global smartphone shipments grew 38 percent annually to reach 217 million units in the fourth quarter of 2012. Android and Apple iOS together accounted for a record 92 percent share of all smartphones shipped worldwide.<

Global smartphone shipments grew 38 percent annually from 157.0 million units in Q4 2011 to 217.0 million in Q4 2012. Global smartphone shipments for the full year reached a record 700.1 million units in 2012, increasing robustly from 490.5 million units in 2011. Global shipment growth slowed from 64 percent in 2011 to 43 percent in 2012 as penetration of smartphones began to mature in developed regions such as North America and Western Europe.

We estimate 152.1 million Android smartphones were shipped globally in Q4 2012, nearly doubling from 80.6 million units in Q4 2011. Android’s share of the global smartphone market has surged from 51 percent to 70 percent over the past year, crushing Symbian, Bada and other platforms in its wake. Almost half-a-billion Android smartphones were shipped in total worldwide during 2012. Android is clearly the undisputed volume leader of the smartphone industry at the present time. Android’s challenge for 2013 will be to defend its leadership, not only against Apple, but also against an emerging wave of hungry challengers that includes Microsoft, Blackberry, Firefox and Tizen.

Apple grew 29 percent annually and shipped 47.8 million smartphones worldwide for 22 percent marketshare in Q4 2012, dipping slightly from 24 percent a year earlier. Combined together, Apple and Android accounted for a record 92 percent share of all smartphones shipped globally in the fourth quarter of 2012. The worldwide smartphone industry has effectively become a duopoly as consumer demand has polarized around mass-market Android models and premium Apple designs.

Exhibit 1: Global Smartphone Operating System Shipments and Market Share in Q4 2012 [1]

Global Smartphone OS Shipments (Millions of Units)

Q4 '11

2011

Q4 '12

2012

Android

80.6

238.9

152.1

479.0

Apple iOS

37.0

93.0

47.8

135.8

Others

39.4

158.6

17.1

85.3

Total

157.0

490.5

217.0

700.1

 

 

 

 

 

Global Smartphone OS Marketshare  %

Q4 '11

2011

Q4 '12

2012

Android

51.3%

48.7%

70.1%

68.4%

Apple iOS

23.6%

19.0%

22.0%

19.4%

Others

25.1%

32.3%

7.9%

12.2%

Total

100.0%

100.0%

100.0%

100.0%

 

 

 

 

 

Total Growth Year-over-Year %

55.9%

63.8%

38.2%

42.7%



[1]  Numbers are rounded.