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 31, 2014 05:50 nmawston

According to the latest research from our WSS (Smartphones) service, global smartphone shipments grew 27 percent annually to reach 295 million units in the second quarter of 2014. Xiaomi was the star performer, capturing a record 5 percent marketshare and becoming the world’s fifth largest smartphone vendor for the first time ever.

Global smartphone shipments grew 27 percent annually from 233.0 million units in Q2 2013 to 295.2 million in Q2 2014. Smartphone growth was mixed on a regional basis during the quarter, with healthy demand in Asia and Africa counterbalanced by sluggish volumes across North America and Europe due to changes in the operator subsidy mix.

Samsung shipped 74.5 million smartphones worldwide and captured 25 percent marketshare in Q2 2014, dipping from 33 percent a year earlier. 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 13 percent annually and shipped 35.2 million iPhones worldwide for 12 percent marketshare in Q2 2014. Apple is currently in a holding pattern awaiting the expected launch of bigger-screen iPhones later this year. Huawei maintained third position in smartphones globally with a record 7 percent marketshare. Huawei is making strong gains in the high-growth LTE market with popular models such as the Ascend P7. In contrast, Lenovo is struggling in the fast-emerging LTE segment and as a result its global smartphone marketshare stayed broadly flat around the 5 percent range. Lenovo’s smartphone growth has more than halved in the past year and its rapid expansion seen in recent quarters is coming to an end.

Xiaomi was the star performer in the quarter, capturing a record 5 percent marketshare and rising into fifth place in the global smartphone rankings for the first time ever. Xiaomi’s Android smartphone models are wildly popular in the Chinese market and it shifts millions of them every quarter through its extensive online and operator channels. Xiaomi’s next step is to target the international market in Asia and Europe, where it will have to invest big money to familiarize western consumers with its unfamiliar brand name. LG held sixth place for 5 percent global smartphone share and a record 14.5 million units shipped. LG is performing relatively well in the United States and Europe, but it continues to lag in the huge China and India markets.

Exhibit 1: Global Smartphone Vendor Shipments and Marketshare in Q2 2014 [1]

Global Smartphone Vendor Shipments (Millions of Units)

Q2 '13

Q2 '14

Samsung

76.0

74.5

Apple

31.2

35.2

Huawei

11.1

20.1

Lenovo

11.3

15.8

Xiaomi

4.1

15.1

LG

12.1

14.5

Others

87.2

120.0

Total

233.0

295.2

 

 

 

Global Smartphone Vendor Marketshare  %

Q2 '13

Q2 '14

Samsung

32.6%

25.2%

Apple

13.4%

11.9%

Huawei

4.8%

6.8%

Lenovo

4.8%

5.4%

Xiaomi

1.8%

5.1%

LG

5.2%

4.9%

Others

37.4%

40.6%

Total

100.0%

100.0%

 

 

 

Total Growth Year-over-Year %

48.9%

26.7%

 

 

 

Source: Strategy Analytics

 

 

 


[1] Numbers are rounded.


July 30, 2014 23:55 nmawston

According to the latest research from our WSS (Smarpthones) service, global smartphone shipments reached 295 million units in the second quarter of 2014. The Android operating system captured a new record of 85 percent global marketshare, mainly at the expense of BlackBerry, Apple iOS and Microsoft Windows Phone.

Global smartphone shipments grew 27 percent annually from 233.0 million units in Q2 2013 to 295.2 million in Q2 2014. We estimate worldwide smartphone growth has halved during the past year, from 49 percent a year ago to 27 percent today. Global smartphone growth in the current quarter is at its lowest level for five years, and there are wide variations by region. For example, Africa and Asia are booming, while North America and Europe are maturing.

Android’s domination of global smartphone shipments reached a new peak in Q2 2014, with an impressive 85 percent of all smartphones now running Google’s OS. Android’s gain came at the expense of every major rival platform. BlackBerry saw its global smartphone share tumble from 2 percent to 1 percent in the past year due to a weak line-up of BB10 devices. Apple iOS lost one point of share to Android because of its limited presence at the lower end of the smartphone market. Microsoft Windows Phone continued to struggle in the United States and China, and its global smartphone marketshare fell from 4 percent in Q2 2013 to just 3 percent during Q2 2014.

Like the PC market, Android is on the verge of turning smartphone platforms into a one-horse race. Its low-cost services and user-friendly software remain wildly attractive to hardware makers, operators and consumers worldwide. Rival OS vendors are going to have to do something revolutionary to overturn Android’s huge lead in smartphone shipments. Apple’s push into the big-screen phablet market and Firefox’s expansion into the ultra-low-cost smartphone market later this year are the only major threats to Android’s continued growth at this stage.

Exhibit 1: Global Smartphone OS Shipments and Market Share in Q2 2014 [1]

Global Smartphone OS Shipments (Millions of Units) Q2 '13 Q2 '14
Android 186.8 249.6
Apple iOS 31.2 35.2
Microsoft 8.9 8.0
Blackberry 5.7 1.9
Others 0.5 0.5
Total 233.0 295.2
     
Global Smartphone OS Marketshare  % Q2 '13 Q2 '14
Android 80.2% 84.6%
Apple iOS 13.4% 11.9%
Microsoft 3.8% 2.7%
Blackberry 2.4% 0.6%
Others 0.2% 0.2%
Total 100.0% 100.0%
     
Total Growth Year-over-Year % 48.9% 26.7%
     
Source: Strategy Analytics    


[1] Numbers are rounded.


July 17, 2014 18:25 nmawston

According to our WSS (Smartphones) research service, BlackBerry smartphone shipments fell sharply worldwide during Q2 2014. The Canadian vendor continued to struggle in all regions worldwide. However, cost-cutting and inventory destocking helped BlackBerry to trim its financial losses to the lowest level for over a year. A partnership with Amazon Appstore also improved its services portfolio and there are tentative signs that BlackBerry may finally stabilize in the second half of this year.


July 17, 2014 18:14 nmawston

Mozille announced today that its Firefox OS is now available on 7 smartphone models at 5 major carriers in 15 countries worldwide. Latin America and Europe are the current regions of availability, with Asia next on the roadmap.

Clients of our Wireless Smartphone Strategies (WSS) service can download our global Firefox smartphone sales, installed base and user base forecasts across 88 countries through 2018 at this weblink.


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 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.


February 7, 2014 17:19 nmawston

According to our Wireless Smartphone Strategies (WSS) service, smartphone shipments dipped -7% annually in North America during the fourth quarter of 2013. Apple jumped ahead of Samsung and LG, on the strength of the new iPhone 5s, but the lackluster appeal of the 5c was a disappointment. Android lost a few points of share from a year earlier, as Apple iOS fought back. Meanwhile, Microsoft overtook BlackBerry to cement its position as the region's third largest platform.

This published report -- available to clients -- contains quarterly smartphone shipments and marketshare for the top 20 vendors and top 5 operating systems in the valuable United States and Canada markets for Q4 2013.