Wireless Smartphone Strategies

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

January 27, 2015 05:26 lsui

Motorola has recently announced to reenter China by launching Moto X, Moto G and Moto X Pro, three smartphone models, on Jan 26th, 2015, in Beijing. More than one year has passed since Motorola previously completely pulled out from the world's largest smartphone market in the second half of 2013.

Moto X and Moto Pro target the premium-tier segment, and Moto G, one of Motorola's best-selling models in 2014, eyes the mid-tier segment. Motorola will work closely with online retailers to sell the three phones, including Jingdong, T-Mall etc.

Motorola believe their key differentiators are full technology enablement (e.g. supporting China Mobile, China Telecom and China Unicom for all 3G and 4G technologies), a "pure" Android UI, as well as customized service / software offerings. However, there are already many full-technology-enabled models from ZTE and other local vendors available in China at the moment. Those latter two models from Motorola will find it hard to stand out from rivals.

Reintroducing Motorola-branded phones to China will dilute Lenovo's shift up-tier and also its online intiatives. Lenovo has the Vibe sub-brand targeting premium-tier segments, and it has just set up an online sub-brand and division -- Magic Factory -- in H2 2014. For Lenovo and Motorola, it will be a challenge to balance and manage these multiple brands in such a crowded Chinese marketplace this year.

Moreover, it remains to be seen whether Chinese consumers still value the Motorola brand and whether they will embrace a "new" Motorola. For us, this looks like a risky move by a struggling Lenovo desperate to re-jazz its fading smartphone growth at home.

NI HAO, MOTO!


January 15, 2015 23:23 lsui

Xiaomi, the rising Chinese smartphone specialist, debuted Xiaomi Note, a 5.7 inch phablet model in Beijing yesterday.

The standard version is powered by Qualcomm snapdragon 801 chipset, comes with 1080p display, dual cameras (13 megapixel rear camera and 4 mega pixel front camera), 4G, dual-SIM card, as well as 3000mAh. The full retail price is RMB 2299 and above (US$ 372) and will be available later January. The premium version is powered by Qualcomm Snapdragon 810 chipet, also features 2K display and 4GB RAM. The premium version will be available in March under the full retail price of RMB 3299 (US$534) and above.

The avaiability of Xiaomi Note will enrich Xiaomi's phablet portfolio, and intensify big screen phablet battle in China. Xiaomi's low cost 5.5 inch phablet Redmi Note sold pretty well and was one of the top-selling smartphone models in China. Our Wireless Smartphone Stategies (WSS) services estiamte 5.0 inch and above phablet models make up over half of total smartphone volumes in China at this moment, much higher than global average level. Samsung Galaxy Note 4, Redmin Note, Huawei Honor 6 Plus, Mate 7, Apple iPhone 6 Plus are key players in the market.

Another interesting point is that this is Xiaomi's first move entering premium tier segment, by lauching the premium version with full retail price of above US$500, which is dominated by Apple and Samsung. However, it remains to be seen how consumers to receive Xiaomi Note in premium tier segment. 

 


January 15, 2015 15:25 PLin

Microsoft Corp. announced Lumia 435 and Lumia 532 smartphones on Jan. 14, 2015 and will begin rolling out to key markets in Europe, APAC and IMEA in February with the estimated pricing to be around 69 and 79 euros before taxes and subsidies for Lumia 435 and Lumia 532, respectively.

We think it is a good move for Microsoft to penetrate down into entry tier segment, and it will help Microsoft grab more first time smartphone buyers in emerging markets and enlarge user base. Moreover, the availability of Lumia 400 series will further close the price gap with Android phones, which are dominating low tier segments in emerging markets.

Our latest report ‘VALUE SHARE: Global Smartphone Revenue and ASP by Vendor by Price Tier : Q3 2014 from our  Wireless Smartphone Strategies (WSS) research service, provides quarterly global smartphone shipments, wholesale (transfer) pricing, and revenue metrics for 16 major vendors from Q1 2011 to Q3 2014. Clearly there is a price gap between Android and Microsoft Windows Phones in entry tier segment. We believe the launch of Lumia 435, as well as more coming 400 series models, will help Microsoft to close the gap with Android in this segment.


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 26, 2014 04:16 woh

According to our recently published report, Smartphone Sales Forecast by Type: Phablets and Superphones, under our Wireless Smartphone Strategies (WSS) service, 'Superphone', defined as smartphone with display size, 4.00 to 4.99 inch, and 'Standard Phablet', defined as smartphone with display size between 5.00 and 5.99 inch, are accounting for more than 80% share of global smartphone sales in 2015. The growing number of appealing data-centric services such as gaming, navigation, video-calls, watching movies and soap operas, the lowering smartphone prices and the increasing demand for over 4" smartphones in emerging market are estimated as the primary factors of the popularity of the smartphones over 4 inch.

This extensive report forecasts global smartphone sales by type from 2003 to 2020, and it identifies which categories will grow at above-average rates during the next seven years. Types of devices covered include superphablets, phablets, superphones, and standard smartphones. From this report on, we have a split forecast for 5.00 to 5.49 inch, and 5.50 to 5.99 inch standard phablet market. This report can be viewable to our paid clients at this link.


December 24, 2014 04:50 PLin

According to the latest report ‘Global Smartphone User Penetration Forecast by 88 Countries: 2007 to 2020from our  Wireless Smartphone Strategies (WSS) research service, global smartphone users to increase over 90% during the next 6 years. North America and Western Europe will continue to have the highest levels of smartphone ownership, but that proportion is set to rise significantly in all regions.

This extensive report forecasts global smartphone user population penetration for 88 countries worldwide, from 2007 to 2020. Almost every major country worldwide is covered, including United States, China, India, Indonesia, Japan, South Korea, Russia, Brazil, Mexico, South Africa, Saudi Arabia, UK, Germany, France, Italy and Spain. This report can be used by operators, software developers, content developers, handset vendors, component makers, car manufacturers and other stakeholders to determine the distribution of smartphone ownership across the huge global smartphone market. The report is available here to our paid clients.


December 19, 2014 01:38 lsui

According to the latest report from our Wireless Smartphone Strategies (WSS) services, Android forks will capture 31% of global smartphone sales in 2015, up from 29% in 2013.

China is the key market for Android forks, but India and other emering markets are posied to be new marketplaces for Android forks.

Android forks might challenge Andorid One program by Google in emering markets.

WSS clients please click here to access the full report.


December 17, 2014 06:52 PLin

According to the latest report ‘Global Smartphone Sales Forecast by Operating System for 88 Countries: 2007 to 2020from our  Wireless Smartphone Strategies (WSS) research service, global smartphone sales will grow +12% in 2015. Android will maintain top spot as the world's most popular platform by volume. Firefox, Microsoft and others will be among the fastest-growing operating systems and they will steadily chip away at Android's lead during the next six years.

Our extensive report forecasts global smartphone sales, by 14 operating systems, for 88 countries worldwide, from 2007 to 2020. Almost every major country worldwide is covered, including United States, China, India, Indonesia, Japan, South Korea, Russia, Brazil, Mexico, South Africa, Saudi Arabia, UK, Germany, France, Italy and Spain. This report can be used by operators, software developers, content developers, handset vendors, component makers, car manufacturers and other stakeholders to determine the size and growth rate of the huge global smartphone OS market. The report is available here to our paid clients.


December 17, 2014 05:13 PLin

According to the latest report ‘Global Smartphone Installed Base Forecast by Operating System for 88 Countries: 2007 to 2020from our  Wireless Smartphone Strategies (WSS) research service, the global smartphone installed base achieved 2 billion mark in 2014 and will reach a record high in 2015. Android will maintain top spot as the world's most popular platform, followed by Apple's iOS. However, Microsoft, Firefox and Tizen will be among the fastest-growing operating systems and they will steadily chip away at Android's installed base during our forecast period.

This extensive report forecasts the global smartphone installed base, by 14 operating systems, for 88 countries worldwide, from 2007 to 2020. Almost every major country worldwide is covered, including United States, China, India, Indonesia, Japan, South Korea, Russia, Brazil, Mexico, South Africa, Saudi Arabia, UK, Germany, France, Italy and Spain. This report can be used by operators, software developers, content developers, handset vendors, component makers, car manufacturers and other stakeholders to determine the size and growth rate of the huge global smartphone OS market. The report is available here to our paid clients.


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.