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Smartphone Shipments Reach Second Highest Level as Worldwide Quarter Volumes Reach 355 M in Q3, IDC

Wednesday, October 28th, 2015

FRAMINGHAM, Mass., October 28, 2105 — According to the latest preliminary results from the International Data Corporation (IDC) Worldwide Quarterly Mobile Phone Tracker, vendors shipped a total of 355.2 million smartphones worldwide in the third quarter of 2015 (3Q15), up 6.8% from the 332.6 million units in 3Q14, marking the second highest quarter of shipments on record. The 3Q15 shipments were slightly below IDC’s previous forecast of 363.8 million units, largely due to slightly lower than expected iPhone shipments, as well as Android flagship introductions from several top-tier OEMs with price points outside the consumer sweet spot.

“The vendor landscape and product offerings are really unique at the moment as many markets are seeing consumers become more aware of alternative buying options when it comes to paying for their smartphone,” said Ryan Reith, Program Director with IDC’s Worldwide Quarterly Mobile Phone Tracker. “In mature and subsidized markets, we now have a wide range of operators offering equipment installation plans (EIP), as well as early trade-in options. At the same time the number of unlocked/off-contract offerings has increased significantly and it’s slowly starting to resonate with consumers. Within these markets these moves will put pressure directly on Android OEMs with offerings that are greater than $500.”

“The third quarter placed a substantial emphasis on flagship devices as vendors tried to outclass each other in both features and design,” said Anthony Scarsella, Research Manager, Mobile Phones. “New flagship models translated to fiercer competition at the high-end for most players as many will try to challenge both Samsung and Apple for a place among the elite. However, despite the glitz and glamour at the high-end, we still expect the bulk of volume and growth to once again sprout from low to mid-range handsets, particularly in emerging markets.”

Smartphone Vendor Highlights

Samsung once again remained the overall leader in the worldwide smartphone market with 84.5 million units shipped, up 6.1% from last year. Samsung remained focused on premium handsets with the launch of two new flagship devices, the Galaxy S6 edge + and Note5. Beating Apple to the punch with an untraditional August launch for the Note series (and new S6 edge +), Samsung saw stronger than normal September shipments as the new iPhone was yet to be released. Outside of the key flagship models, sub-$200 devices (Galaxy Core/Grand Prime, J-Series) drove a majority of shipments in many key emerging markets.

Apple’s newest iPhones helped drive third quarter shipments of 48.0 million units, up 22.2% from the 39.3 million units last year. With a record-breaking 13 million iPhone 6S and 6S Plus units shipped during launch week, the two new models continue to capture upgraders and Android converts alike in many key markets such as China and the United States. The arrival of the new “S” models brings a new Rose gold color to the table along with Force Touch, improved camera, and a faster processor. Older iPhone 5S, 6, and 6 Plus models also sold vigorously during the quarter thanks to recent price cuts across all models. Apple’s recently launched upgrade plan should also help drive handset upgrades in developed markets where smartphone saturation continues to increase.

Huawei shipped 26.5 million units, up an impressive 60.9% from last year. Huawei once again focused its efforts on the mid-to-high range as nearly a third of the quarterly shipments were in this price range. Devices like the Honor 6 Plus and Ascend P8 helped grow the mid-to-high range 25% from last year according to Huawei. Despite the rapid growth in China and Europe, Huawei will need to focus on the United States where its presence remains relatively low. The recent launch of the new premium Nexus 6P device could signal that Huawei is finally ready to seriously compete in the U.S.

Lenovo continued to fight its way to the top of the smartphone market with help from its acquired assets in Motorola. In the third quarter, combined shipments of Lenovo and Motorola-branded smartphones reached 18.8 million, which was up 11.1% from a year ago. Lenovo-branded smartphones have predominantly been a China play, although recently growth has taken off in Middle East & Africa, as well as Central & Eastern Europe. Motorola’s strong markets continue to be North America and Latin America, where its variants of Moto X, G, and E hit on attractive price tiers.

Xiaomi shipped 18.3 million smartphones in 3Q15, bringing its 2015 total to 52.1 million. While the company continues its pursuit of branching off into Southeast Asia, India, and Brazil, China still remains the sweet spot for the company. Within China, Xiaomi launched the Redmi Note 2, Redmi 2A+, as well as the Mi 4c in the third quarter. The Redmi Note 2 was the most popular model among Chinese consumers and drove volumes through Xiaomi’s retail location known as the Mi Home.

Top Five Smartphone Vendors, Shipments, Market Share and Year-Over-Year Growth, Q3 2015
Preliminary Data (Units in Millions)
Vendor 3Q15
Shipment
Volumes
3Q15 Market
Share
3Q14
Shipment
Volumes
3Q14 Market
Share
Year-Over-
Year Change
Samsung 84.5 23.8% 79.6 23.9% 6.1%
Apple 48.0 13.5% 39.3 11.8% 22.2%
Huawei 26.5 7.5% 16.5 5.0% 60.9%
Lenovo* 18.8 5.3% 16.9 5.1% 11.1%
Xiaomi 18.3 5.2% 17.3 5.2% 5.6%
Others 159.1 44.8% 163.0 49.0% -2.4%
Total 355.2 100.0% 332.6 100.0% 6.8%
Lenovo + Motorola 18.8 5.3% 25.7 7.7% -26.8%

Source: IDC Worldwide Quarterly Mobile Phone Tracker, October 28, 2015

Table Notes:

  • Data is preliminary and subject to change.
  • Vendor shipments are branded device shipments and exclude OEM sales for all vendors.
  • The “Vendor” represents the current parent company (or holding company) for all brands owned and operated as subsidiary.
  • For year-over-year comparison, an extra line has been added below the quarterly and annual tables to show what Lenovo’s growth would have looked like had its acquisition of Motorola been completed prior to the start of 4Q14.

In addition to the table above, an interactive graphic showing worldwide unit shipments for the top 5 smartphone vendors over the previous five quarters is available here.

About IDC Trackers
IDC Tracker products provide accurate and timely market size, vendor share, and forecasts for hundreds of technology markets from more than 100 countries around the globe. Using proprietary tools and research processes, IDC’s Trackers are updated on a semiannual, quarterly, and monthly basis. Tracker results are delivered to clients in user-friendly excel deliverables and on-line query tools. The IDC Tracker Charts app allows users to view data charts from the most recent IDC Tracker products on their iPhone and iPad. The IDC Tracker Chart app is also available for Android Phones and Android Tablets.

For more information about IDC’s Worldwide Quarterly Mobile Phone Tracker, please contact Kathy Nagamine at 650-350-6423 or knagamine@idc.com.

About IDC
International Data Corporation (IDC) is the premier global provider of market intelligence, advisory services, and events for the information technology, telecommunications, and consumer technology markets. With more than 1,100 analysts worldwide, IDC offers global, regional, and local expertise on technology and industry opportunities and trends in over 110 countries. IDC’s analysis and insight helps IT professionals, business executives, and the investment community to make fact-based technology decisions and to achieve their key business objectives. Founded in 1964, IDC is a subsidiary of IDG, the world’s leading technology media, research, and events company. To learn more about IDC, please visit www.idc.com. Follow IDC on Twitter at @IDC.

All product and company names may be trademarks or registered trademarks of their respective holders.

Contacts

International Data Corporation
Anthony Scarsella, +1-508-935-4712
ascarsella@idc.com
or
Ryan Reith, +1-650-350-6242
rreith@idc.com
@ryanreith
or
Michael Shirer, 508-935-4200
press@idc.com

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Fueled by Growing Demand for Smart Wearables, IDC Forecasts Worldwide Wearable Shipments to Reach 173.4 Million by 2019

Monday, September 14th, 2015

A growing list of vendors, a proliferation of devices, experiences, and price points, and steady consumer adoption will fuel growth in the worldwide market for wearable devices. According to the International Data Corporation (IDC) Worldwide Quarterly Wearable Device Tracker, wearable device shipments will reach 76.1 million units in 2015, up 163.6% from the 28.9 million units shipped in 2014. By 2019, worldwide shipments will reach 173.4 million units, resulting in a five-year compound annual growth rate (CAGR) of 22.9%. Total shipments include both basic and smart wearables, which are two very different product categories in many aspects.

“Smart wearables only account for about a third of the total market today while basic wearables, led by fitness trackers, account for the rest,” said Jitesh Ubrani, Senior Research Analyst for IDC’s Mobile Device Trackers. “Driven by advancements in user interface (UI) and features, smart wearables are on track to surpass the lower priced, less functional basic wearable category in 2018. Smart wearables will quickly move from a smartphone accessory primarily focused on notifications to a more advanced wearable computer capable of doing more processing on its own.”

Driving the market and gaining attention is smart wristwear, including watches and bands, which are capable of running third-party applications. This includes the Apple Watch, Motorola’s Moto 360, Samsung’s Gear S-series, and Pebble’s Time. “We are at a stage now where more vendors are getting into this segment, setting the stage for more selection and ultimately more volumes,” said Ramon Llamas, Research Manager, Wearables. “Potential buyers wary of what is currently available will most likely be more interested once the second- and third-generation devices come to market with improved hardware and applications. From there, word-of-mouth and user-ambassadors will help to spur interest.

“Looking ahead, customers will need to pay close attention to the different operating systems that power smart wristwear,” added Llamas. “Different smart wristwear operating systems are compatible with certain smartphone operating systems, and sometimes with specific models. Beyond that, experiences and available applications will widely vary. Just as competition exists for different smart wristwear models, this competition carries over into the operating system landscape.”

Smart Wristwear Operating System Highlights:

watchOS, in its first year on the market, will quickly establish itself as the overall leader in the smart wristwear market and maintain its position throughout our forecast. IDC expects second and third generations of the Apple Watch will drive shipment volumes later in the forecast, particularly among those customers who take a wait-and-see approach. It will, however, see its market share erode as other platforms – particularly Android Wear – gain greater salience in the market.

Android/Android Wear will experience market-beating growth, with a combination of consumer electronics heavyweights and an expanding list of watchmaker brands also expected to launch their own smart watches in the years to come. Also helping Android/Android Wear’s cause is the broader and deeper selection of devices at multiple price points that will appeal to a wide audience.

Pebble, one of the pioneers of the smart wristwear market, will see its market share decline even as overall volumes grow. Competitive headwinds from watchOS and Android/Android Wear will keep its overall growth in check, but its low prices, compatibility with Android and iOS-powered smartphones, and avid fan base will sustain its presence.

Tizen stands to be the dark-horse platform in the market. With Samsung opening up the Tizen SDK and making its Gear S2 and subsequent devices compatible with flagship smartphones from other Android OEMs, the total available market for Samsung has opened up significantly. Still, as a current small player in the market, Tizen must win over customers currently looking at other watches available for Android smartphones.

Linux jumped into the smart wristwear market in 2014, but since then few vendors have come forward to use it as the basis of their wearables strategy. Without any foreseeable additional support, IDC believes that OEMs will favor other platforms over Linux.

There will be a small, but nonetheless significant market for smart wristwear running on a Real-Time Operating System (RTOS), which is capable of running third-party applications, but not on any of these listed platforms. These tend to be proprietary operating systems and OEMs will use them when they want to champion their own devices. These will help within specific markets or devices, but will not overtake the majority of the market.

Top Five Smart Wristwear Operating Systems Shipments, Market Share, and 5-Year Growth Rate
(Units in Millions)
Smart Wristwear OS

2015
Shipments

2015 Market
Share

2019
Shipments

2019 Market
Share

2015-2019
CAGR

watchOS

13.9

58.3

%

40.3

47.4

%

30.6

%
Android/Android Wear

4.1

17.4

%

32.6

38.4

%

67.5

%
Pebble OS

2.1

8.7

%

2.6

3.1

%

6.4

%
RTOS

2.0

8.3

%

7.6

9.0

%

40.1

%
Tizen

1.6

6.7

%

1.8

2.2

%

3.7

%
Other

0.1

0.6

%

0.0

0.0

%

-100.0

%
Total

23.8

1.0

85.1

1.0

37.5

%

Source: IDC Worldwide Quarterly Wearable Device Tracker, September 14, 2015

In addition to the table above, an interactive graphic showing worldwide market share by product category for the 2014-2019 forecast period is available here. The chart is intended for public use in online news articles and social media. Instructions on how to embed this graphic can be found by viewing this press release on IDC.com.

About IDC Trackers

IDC Tracker products provide accurate and timely market size, vendor share, and forecasts for hundreds of technology markets from more than 100 countries around the globe. Using proprietary tools and research processes, IDC’s Trackers are updated on a semiannual, quarterly, and monthly basis. Tracker results are delivered to clients in user-friendly excel deliverables and on-line query tools. The IDC Tracker Charts app allows users to view data charts from the most recent IDC Tracker products on their iPhone and iPad. The IDC Tracker Chart app is also available for Android Phones and Android Tablets.

For more information about IDC’s Worldwide Quarterly Mobile Phone Tracker, please contact Kathy Nagamine at 650-350-6423 orknagamine@idc.com.


About IDC

International Data Corporation (IDC) is the premier global provider of market intelligence, advisory services, and events for the information technology, telecommunications, and consumer technology markets. With more than 1,100 analysts worldwide, IDC offers global, regional, and local expertise on technology and industry opportunities and trends in over 110 countries. IDC’s analysis and insight helps IT professionals, business executives, and the investment community to make fact-based technology decisions and to achieve their key business objectives. Founded in 1964, IDC is a subsidiary of IDG, the world’s leading technology media, research, and events company. To learn more about IDC, please visit www.idc.com. Follow IDC on Twitter at @IDC.

All product and company names may be trademarks or registered trademarks of their respective holders.

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New Research: Backend Connectivity Opportunities are Accelerating Mobile Application Development Platform Adoption November 2014

Wednesday, November 26th, 2014

Backend Connectivity Opportunities are Accelerating Mobile Application Development Platform Adoption

The transformation of mobile solutions has been one of the more dramatic in the history of technology. With the number and variety of mobile devices used to conduct business growing at an exponential rate, application development tools that can reduce development time while simplifying the process will be critical as demand for custom applications increases. For the enterprise, the correct mobile strategy can boost profits and productivity and improve customer relations and service.

However, developing mobile applications for even a single platform is a significant challenge due to the rapid cadence of OS and hardware iteration. BYOD trends are adding even more complexity for organizations.

Companies must contend with issues such as time to market; architectural, performance, and functional considerations; internal, customer, and competitive requirements; and deal with the risks that come with mobile enablement due to security and compliance issues. For these reasons, vendors must deliver well-integrated standards-based solutions to the market that address customers concerns of vendor lock-in and offer the security, user experience, and scalability required to support the growing mobile application appetite we expect in enterprise deployment environments.

These critical issues and more are discussed in VDC Research’s latest report on The Global Market for Mobile Development Platforms. The report provides market estimates and forecasts, competitive share, key strategic issues, and market drivers for mobile application development software/tools. This research is an invaluable strategic and tactical planning tool for mobile application developers and professionals.
Individuals at all levels of the organization, from product managers up to C-level executives, can leverage VDC’s research and consulting services to gain a competitive edge.

Additional highlights of the research include:

Mobile enablement will require enterprises to evolve their use of application programming interfaces (API) technology to re-invent future interactions with customers and partners.

Tools to develop sustainable applications are the second-most desired technology feature that enterprises want from their mobile development vendor partner.

Recent security breaches are forcing organizations to recognize that they need to employ additional protections to ensure their devices and infrastructure is secure – well-integrated development platforms should figure prominently.

Mobile application governance will be essential for organizations to mitigate risk and maximize the value of IT for the business.

To learn more, download the Executive Brief now!
http://content.bridgemailsystem.com/pms/v/c/jbLx21Vy30Uu33Kr26Cs17Mz20Eq21Sv30je/jbIu21Ru30Uu33Jq26Gw17Mz20Gs21jd/

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VDC Research Group, Inc.


http://www.vdcresearch.com/

Mobile Transaction Users to Hit 2 Billion by 2017, Juniper Report Finds

Wednesday, November 19th, 2014

A new report from Juniper Research has found that just over 2 billion mobile phone or tablet users will make some form of mobile commerce transaction by the end of 2017, up from 1.6 billion this year.

According to the report, mobile consumption of services such as banking, money transfer and purchases of goods and services was surging as consumers were either migrating from desktop usage or becoming first-time eCommerce users through their smartphones or tablets. It found that in a number of developed markets, mobile devices would account for over half of online transactions within five years.
The report, Mobile Commerce Markets: Key Sector Strategies, Opportunities & Forecasts 2014-2019, also observed that while contactless payments had yet to gain traction outside Japan and South Korea, Apple Pay was expected to provide NFC with real momentum. It also stressed the opportunity for mobile to offer consumers in emerging markets first-time financial inclusivity through the provision of mobile wallets, enabling services beyond payments such as savings and micro-insurance.

Social Network Commerce Opportunity
Meanwhile, the report highlighted the potential of social networks in accelerating mobile commerce adoption. According to report author Dr Windsor Holden: “Brands and retailers should certainly seek to integrate their offerings with players such as Facebook and FourSquare. Integration offers reach, allied to the potential to target specific user demographics.” The report also recommended the integration of operator billing capabilities with websites to monetize digital content amongst a wider user base.

Other findings from the report include:
Consumers concerns around transaction security remain the primary inhibitor on service adoption.
While growth in the number of mobile digital content purchasers in developing markets is relatively low, the value of customers is increasing markedly as they transition from ringtone purchase to rich media content typically monetised through in-app purchase.
The whitepaper, Mobile Commerce ~ On The Money, is available to download from the Juniper website together with further details of the full report and the attendant Mobile Commerce Markets Excel.

Juniper Research provides research and analytical services to the global hi-tech communications sector, providing consultancy, analyst reports and industry commentary.

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Juniper Research

Church Square
Basingstoke
Hampshire, RG21 7QW
England

toll-free: +44(0)1256 830 001
info@juniperresearch.com
http://www.juniperresearch.com/


ASUS, Lenovo, and Amazon Fight for Tablet Third Place as Apple and Samsung Loosen Grip

Thursday, October 9th, 2014

Apple and Samsung have led the market substantially since the inception of media tablets. However, the race for third is up for grabs and competition is heating up between Lenovo, Amazon, ASUS, and other emerging vendors. The aggressive nature of the market and substantial increase in emerging vendors has created a stall for leaders in the market giving PC OEMs the opportunity to close the gap between leaders and followers. According to market intelligence firm ABI Research, emerging vendors are forecasted to experience a CAGR of 22.8% between 2014 and 2019. With third place up for grabs, Lenovo is working to gain ground in the market, and in 2019 is expected to ship 21 million tablets, attaining 7.3% of the overall market. This forecasted momentum and growth would land it solidly in third place.

During 2013, the tablet market exploded with new devices overwhelming consumers. Leading tablet vendors quickly dominated the market, but are now feeling the squeeze and quickly losing market share control. Between 1Q 2014 and 2Q 2014, Samsung experienced a 35% decline, and Apple a 19% decline in growth. In 1Q 2014, Samsung and Apple made up 72% of the overall tablet market, but in 2Q 2014, their combined market share dropped to 66% and Samsung alone lost 8.8% of the market. “The questionable need and longer lifecycle of tablets is creating a stall in advanced and mature markets,” says research analyst Stephanie Van Vactor. “This stall is giving other vendors the opportunity to close the prominent gap and claim third place. The dent emerging vendors are creating in the market is impressive, but continuing that success is going to be the real challenge.”

The ASUS, Lenovo, and Amazon Fight for Tablet Third Place as Apple and Samsung Loosen Grip report is part of ABI Research’s Media Tablets, Ultrabooks and eReaders Market Research.

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Small Cells Need More Than the Right Technology to Progress

Wednesday, April 2nd, 2014

Small cell vendor activity recently witnessed a shift of focus from technology to deployment services. Last month at Mobile World Congress 2014, many of the top small cell solution providers revealed their newest contributions to market development in the form of assisted rollout services, in addition to new hardware or software technologies. Nokia Solutions and Networks (NSN), NEC, Ericsson, and Huawei have all debuted new services dedicated to small cell installation.

With a similar goal (aiding operators in small cell deployment), these vendors take different approaches. NSN’s 3D mapping targets the dense urban environment where planning based on flat 2D maps would result in less accurate design. With a resolution of a few centimeters, 3D mapping is set to provide more precise prediction of microwave backhaul links in hard-to-plan areas with no direct line of sight. Also, radio propagation can be modeled to help in forecasting cell coverage and interference from nearby macrocells. Overall, NSN aims to accelerate the deployment by cutting down the number of required site visits and drive tests.

NEC, which has a comprehensive portfolio of LTE small cells and microwave backhaul products, has also started offering its rollout services, either in discrete turnkey projects or on a fully managed services basis. Like NSN, NEC’s New Last Mile services provide 3D urban landscape planning for non-line-of-sight backhaul design. Other managed services include RAN hotspot densification using social network analytics and advice on efficient RAN sharing schemes between multiple operators.

Another interesting approach is from Ericsson, deploying small cell as a service. Aiming to hit two birds with one stone, Ericsson is collaborating with Philips to integrate telecom equipment into street light poles, providing energy efficient LED lights and leveraging the ubiquitous presence of light poles to enhance network coverage and capacity. The Zero Site solution, seen by Ericsson as a live example of Internet of Things, is designed to make installation cost affordable and to accelerate payback time for city infrastructure, hence encouraging both operators and government to adopt this Light/Small Cell-as-a-Service model.

Also, Huawei’s Crowd-sourcing Small Cell follows the approach of bringing several partners to the small cell deployment process. From site owners to backhaul providers and equipment integrators, this model’s objective is to divide responsibilities and share revenues between multiple parties, leading to a faster and easier small cell rollout process. Alcatel-Lucent, which topped our recently published competitive assessment Small Cells and Carrier Wi-Fi (CA-1147), is providing a similar service through its Metro Cell Express Site Certification program.

While it has been repeated many times that small cells are inevitably essential for mobile network upgrades in order to handle increasing data demands, the speed of market growth remains undefined. Small cells come with promises of solving capacity and coverage problems cost effectively, improving quality of services, and even providing interesting means of monetization. Yet, these attractive features fail to lure most operators into urban deployments. Currently, major concerns for operators come from site-related problems, such as site acquisition and backhaul availability, rather than technical capabilities.

Solution providers, however, find themselves in a situation where they have to continue investing in developing their technologies and solutions only to serve a smaller segment of the market, the small cell enthusiasts. The majority of operators are still skeptical and reluctant to join. Solution providers are now focusing on services as an attempt to break into a larger market for small cells by providing practical solutions to operators that have been cornered between capacity/coverage problems and site acquisition troubles.

In related news, the Small Cell Forum, the nonprofit industrial body responsible for promoting the use of the technology, has recently released the third part of its Release program, mainly dedicated to urban small cells. Following Release One and Two for home and enterprise respectively, Release Three reveals the main market drivers to be capacity, value-added services, and Wi-Fi integration. Release Three is set to tackle backhaul, site acquisition, monetization, and network management concerns through a set of documents derived from case studies and commercial deployment observations.

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Forward Concepts says 800 Million Smartphones shipped in 2013: lower than competitors’ estimates

Monday, March 10th, 2014

Details are in new report claimed to be the most comprehensive

fwdForward Concepts, a leader in DSP and wireless market research is proud to announce the publication of its newest report, “Comprehensive Cellphone & Tablet Chip Markets ’14.” The 478-page report provides a detailed market analysis of all significant cellular handset & tablet ICs from modems, application processors and RF transceivers to power amplifiers, and much more.

Forecasts are provided (2012-2018) for both revenue and units for all covered products (Not including memory). Market shares for all vendors for each product type are included and 2014 market prospects for key vendors are discussed.

According to the principal author of the report, Carter L. Horney, “Our forecast model uses ongoing shifts in OEM share, technology (e.g., transition to integrated Wi-Fi) and product categories (e.g., tablet computers, after-market modems, MiFi hotspots) to forecast which chip suppliers will benefit and which will not.”

In addition to modems, apps processors and RF components, the report also provides detailed market analysis many other cellphone and tablet chip types, including:

  • Bluetooth
  • Camera imagers
  • GPS
  • MEMS microphones
  • MEMS sensors
  • NFC
  • Power management
  • Touch controllers
  • Wi-Fi

In this unique report, baseband processors are forecast by air interface, application processors by integration level and OS, and connectivity chips by combo category. Our methodology combines tracking OEM product shipments (non-smartphones, smartphones, tablets) and 2/3/4G consumption across 10 global regions and 30 OEM suppliers, and that’s in addition to interviews, and bottom-up vs. top-down revenue checks at chip and OEM levels.

Forward Concepts’ President, Will Strauss said, “We believe that this publication is the most comprehensive and detailed market report on cellular chips on the planet.” Some 2013 market observations in the report:

  • Smartphone consumption reached 51% of the cellphone market (800 million units), followed by mid-range, budget and feature phones at 24% 13% and 12% shares, respectively.
  • 63% percent of the cellular-connected devices have a 3G or 3G/4G modem inside. 3G/4G LTE and TD-SCDMA basebands grew rapidly to 13% and 14% of those modems, respectively.
  • Baseband processors grew to $18 billion in 2013, with com-processors, thin modems and ultra-low-cost (ULC) revenues with 49%, 34% and 17% market shares, respectively.
  • Qualcomm and Marvell will dominate the 3G/4G TD-LTE/SCDMA com-processor market in 2014.
  • Samsung has made a significant movement away from the standalone application processor to the integrated Qualcomm quad-core com-processor on all of its LTE smartphones.
  • MediaTek, the 2nd largest supplier of 3G com-processors will surpass Qualcomm in the China market in 2014. Qualcomm has no answer for the low-cost 3G Octa MT6592 until 3Q14 when they begin shipping their 64-bit CPU lineup.
  • Spreadtrum’s single-core SC8810 com-processor captured the majority of 3G TD-SCDMA OEM sockets in 2013 with its $33 BOM cost while MediaTek ran away with the dual- and quad-core TD-SCDMA sockets.
  • We expect the fixed Mi-Fi VoLTE router market to grow quickly among the mature 4G operators, reducing demand for fixed telephone and fixed broadband services– providing increased opportunity for the pure-play LTE modem suppliers such as Altair, GCT, Sequans and others. For this, the Cat4 movement has real value.
  • Intel, the 2nd leading supplier of 3G thin modems in 2013 – will likely become the 2nd leading supplier of 3G/4G thin modems in 2014. Their focus will be on winning 3G/4G notebook and tablet orders.
  • 2013 was the first year that application processors surpassed 1 billion units with 44.5% of them as standalone units. We expect standalone consumption among smartphones to decline further in 2014 as more become part of com-processors.
  • Standalone processor newcomers, Allwinner, Amlogic, Rockchip, Via and Marvell grew rapidly, collectively capturing over 20% of the low-cost Android tablets in 2013.
  • MediaTek was the first to announce the availability of a five-in-one combo device with Wi-Fi acn, BT4.0, FM, GLONASS and NFC.
  • Among sensors, there was integration of the gyro and accelerometer sensors with InvenSense challenging STMicroelectronics for integrated gyro market share.
  • Synaptics & Fingerprint Card (and licensee CrucialTec) will benefit mostly from the fast adoption rate of biometric sensors in 2014.
  • Proximity gesture devices have emerged from Maxim, integrating RGB color detection with accurate proximity sensing.

For an overview of the comprehensive report and the 19-page table of contents, please click here.

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Forward Concepts

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Mesa, AZ, 85203
USA

tele: +1-480-968-3759
sales@fwdconcepts.com
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After a Strong December, LCD Panel Market to Moderate in Q1

Tuesday, February 4th, 2014

The market for large-sized liquid-crystal display (LCD) panels is set for a moderate seasonal decline in the first quarter after a busy end-of-year in 2013 that saw record shipments for TV and tablet panels, according to a new report from IHS Technology (NYSE: IHS).

Screen Shot 2014-02-04 at 9.24.00 AM

Global LCD panel shipments for the first quarter of 2014 will reach an estimated 222.0 million units, down 9 percent from 244.4 million at the end of the fourth quarter last year. Despite the drop, considered normal at this time of the year, the latest shipment projections for the first three months point to a robust market, with forecast volume larger than those of either the first or second quarter of 2013 and nearly equaling the third’s, as shown in the attached figure.

“After completion of the pre-stocking and rush orders in the fourth quarter, market demand for LCD panels will not be as strong in January, which will affect overall volume for the first quarter,” said Ricky Park, senior manager for large-area displays at IHS. The findings are contained in the report, “Tablet Shipments Again Set Record High,” from the Display Materials & Systems service of IHS.

There will also be fewer working days for panel manufacturers in China at the end of January during the Lunar New Year, when it is customary to take a break from work for a week or longer. As a result, panel shipments will be impacted until February for large-sized LCD panels, which pertains to the display market for TVs, monitors, notebooks and tablets.

A mighty December overall

December proved an exceptional month for the TV as well as tablet panel segments, and sufficiently strong for the notebook panel market. Only the monitor panel sector, which continues to lose ground, did not show growth for the month.

For TV panels, shipments in December reached 20.2 million units, the first time since May that volume exceeded the 20.0 million mark, thanks to solid year-end promotions by TV brands. The 50-inch-and-above size grew its share of the TV panel market in the fourth quarter to 14 percent, up from 10 percent in the third quarter—more evidence of demand for larger-sized panels among consumers.

Panel makers also created a volley of new sizes to pitch to the market. Using economical glass-cutting processes and efficient utilization, panel makers like Innolux from Taiwan introduced the 39.5-inch TV panel, while Chinese makers BOE and CSOT each supplied a new 48-inch panel. South Korea’s LG Display also joined in the fray, launching the 49-inch, prompting a similar response from CSOT.

The tablet panel market was likewise a big performer in December as shipments surged to 31.1 million panels for the month, up 43 percent from the same time a year ago. Japan’s Sharp enjoyed the largest growth after shipments grew a phenomenal thirteenfold from November, thanks to orders from Apple for its 7.9-inch iPad mini tablet.

The unbranded white-box tablet market in China also proved sturdy during the period, propelling large increases in tablet panel shipments for Taiwanese panel makers CPT, HannStar Display and Innolux.

In the notebook panel market, Hewlett-Packard was a big customer. Because of HP, notebook panel orders climbed for the market’s four main notebook panel suppliers: Innolux, AUO from Taiwan, LG Display and fellow South Korean maker Samsung Display. Total notebook panel shipments in December reached 16.7 million units, up 4 percent for the month.

Among the four major panel markets, only the monitor segment continued to underperform in December. LCD panel shipments for monitors amounted to 13.7 million units, down nearly 2 percent from the month before—and off by an even larger 8 percent from a year ago in December 2012.

The weak shipments from monitors notwithstanding, overall December shipments for large-sized LCD panels rose to 82.4 million units, up slightly from 81.6 million in November, but growing by a heady 7 percent from year-ago levels.
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About IHS (www.ihs.com)

IHS (NYSE: IHS) is the leading source of information, insight and analytics in critical areas that shape today’s business landscape. Businesses and governments in more than 165 countries around the globe rely on the comprehensive content, expert independent analysis and flexible delivery methods of IHS to make high-impact decisions and develop strategies with speed and confidence. IHS has been in business since 1959 and became a publicly traded company on the New York Stock Exchange in 2005. Headquartered in Englewood, Colorado, USA, IHS is committed to sustainable, profitable growth and employs approximately 8,000 people in 31 countries around the world.

IHS is a registered trademark of IHS Inc. All other company and product names may be trademarks of their respective owners. Copyright © 2014 IHS Inc. All rights reserved.

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4G Smartphone Market in China Set for Explosive 1,500 Percent Growth This Year

Tuesday, January 28th, 2014

China’s domestic market for 4G smartphones is poised for a massive liftoff this year as shipments grow sixteenfold from 2013 levels, according to a new report from IHS Technology (NYSE: IHS).

Shipments in 2014 of 4G smartphones within China are forecast to reach 72.4 million units, up nearly 1,500 percent from just 4.6 million last year, with the market expected to take off after the second half. It will be the first big year for 4G smartphones in only its second year in the country, up from a practically nonexistent base two years ago.

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For the next few years the 4G smartphone market in China will see unstoppable growth, doubling in shipments next year to 144.1 million units, rising another 53 percent to 219.8 million, and then ending 2017 at 298.5 million units, as shown in the attached figure. The findings are contained in the report “China Smartphone Market Enters 4G Era,” from the China Electronics Supply Chains service of IHS.

“With support from the government and increasing clamor from the public, 4G smartphones will be the new hot market in China,” said Kevin Wang, director for China research at IHS. “Already Beijing has granted licenses for TD-LTE, China’s homegrown version of the 4G Long Term Evolution standard, to the state’s three carriers. This way, China Mobile, China Telecom and China Unicom can all launch commercial 4G services whenever they wish.”

To be sure, 4G smartphones will account for just 19 percent of the entire China smartphone market this year of 371.8 million, with 3G handsets still making up the majority and 2G models also still available.

China’s 3G smartphone market in 2014 will reach 290.3 million units, up 1 percent from 287.2 million last year. 3G shipments will continue to dominate the China smartphone market for two more years, after which 4G handsets take over permanently.

Chinese makers rule in shipments

The overall Chinese smartphone market is controlled by domestic original equipment manufacturers (OEM), which collectively owned 70 percent of shipments in 2013. Here the Top 10 alone accounted for more than half of the total, and lesser names as well as mostly anonymous white-box smartphone suppliers are increasingly being marginalized.

The top smartphone shipper was Huawei Technologies with more than 50 million units, followed by Lenovo with 44 million and ZTE with 40 million. The new stars in 2014 will be Xiaomi, OPPO and vivo.

For the first half this year, the 4G smartphones predicted to be popular in China include the Note 3 from Samsung, as well as the iPhone 5s from Apple. At the beginning of the year, Apple notched a huge triumph by starting to sell iPhones under China Mobile, following a long period of negotiations. IHS expects Apple will sell more than 20 million iPhone units in China this year.

Carriers bear the heavy cost of subsidies

High-end smartphone models in China can go for more than 3,000 renminbi, or nearly $500, and the high-end 4G smartphone market will make up close to 40 percent of the entire 4G space in China this year, IHS predicts. And like the practice in the United States, the cost of smartphones is heavily subsidized by the carriers to help persuade consumers to buy new handsets.

Last year, for instance, the three operators spent a total of 27 billion renminbi (almost $4.5 billion) in subsidies for 3G smartphones, up 10 percent from 2012, which hurt net income for all three Chinese carriers.

Meanwhile, the underground gray market for China-made handsets is on the decline after active government intervention to stop a once-thriving trade. The gray market for such handsets,
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About IHS (www.ihs.com)

IHS (NYSE: IHS) is the leading source of information, insight and analytics in critical areas that shape today’s business landscape. Businesses and governments in more than 165 countries around the globe rely on the comprehensive content, expert independent analysis and flexible delivery methods of IHS to make high-impact decisions and develop strategies with speed and confidence. IHS has been in business since 1959 and became a publicly traded company on the New York Stock Exchange in 2005. Headquartered in Englewood, Colorado, USA, IHS is committed to sustainable, profitable growth and employs approximately 8,000 people in 31 countries around the world.

IHS is a registered trademark of IHS Inc. All other company and product names may be trademarks of their respective owners. Copyright © 2014 IHS Inc. All rights reserved.

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Tablet Processor Chip Market to Surge by 23 Percent This Year, Attracting Intel and Chinese Rivals

Monday, January 27th, 2014

Strong growth in the processor market for tablet devices this year and beyond will draw increasing competition from suppliers eager to throw their hat into the ring, including the likes of giant chipmaker Intel, according to a new report from IHS Technology (NYSE: IHS).  

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Global shipments in 2014 of tablet processors will reach an estimated 299.7 million units, up 23 percent from 243.1 million last year. Another robust increase is expected in 2015 when volumes spike 18 percent, with tablet processors then exceeding 400.0 million units by 2016, as shown in the attached figure. The findings are contained in the report, “Intel Sets Aggressive Target in Tablet Processor Market.”

“With the iPad from Apple, Samsung’s Galaxy and other offerings from  various tablet makers still selling well among consumers, a number of vendors are starting to join the race to supply tablet processors for the market,” said Gerry Xu, senior analyst for processor research at IHS. The players range from kingpin Intel, to a smattering of Chinese suppliers involved in the so-called white-box market for lower-end tablets, Xu noted.  

However, the new entrants will face a small, entrenched group of tablet processor makers with very deep pockets, which could make gaining headway difficult for the upstarts.

Among this powerful group is Samsung Electronics, the maker of tablet chips for the iPad, still the industry’s best-selling tablet. Another formidable actor is Qualcomm, the chief supplier of baseband chips for smartphones, which is also placing a huge bet on the tablet space with semiconductors that provide cellular functionality to complement the built-in Wi-Fi feature of tablets.

For Intel, the highest-profile new competitor, its tablet chips will find their way into a broad array of Android-based tablets. Intel Bay Trail processors could be in entry-level, 7- to 8-inch Android tablets by the first quarter, while later generations of chips—such as Cherry Trail and Willow Trail—are planned for future implementation down the road.

Intel’s new focus was confirmed in statements made by executives during its November 2013 investor meeting, which indicated the company was entering the tablet-processor space, making chips for devices from the entry-level class all the way to high-end tablet models.

Intel’s task ahead—and how to fend off the Chinese

The main challenge facing Intel will be how to compete in the entry-level segment. The category, which claims one-third of the tablet processor market, is crowded with Chinese vendors known for producing lower-end but more affordably priced chips.

The Chinese makers include the two largest vendors, Rockchip and Allwinner, as well Amlogic, which is much smaller but still boasts of considerable volume.

Another player, MediaTek from Taiwan, is already a major supplier of processors for smartphones that is now looking to infiltrate the entry-level tablet market. MediaTek is also known to be fiercely competitive in pricing.

The tablets for which Chinese vendors are supplying could cost as little as $50, so the tablet processors being made for these companies are also priced much lower than comparable chips made for Tier 1 tablet brands.

One major advantage for the Chinese, however, is an astute handle on costs and the capability to produce turnkey chip solutions ready for deploying in any number of generic white-box tablets, Xu remarked. While such tablets carry little differentiation, they are designed in such a way that the chips can be slapped on the devices for on-the-fly marketing and sales.

Meanwhile, other Chinese vendors are said to be training their sights on higher ground, which could pose another threat to Intel. Here the aim is to gain design wins with global brands like Lenovo and Hewlett-Packard, which have tablet models straddling the midrange.

Once again, an aggressive pricing strategy is the chief weapon of this group of Chinese makers, which could make the midrange tablet processor field more competitive in the process.

 


About IHS (www.ihs.com)
IHS (NYSE: IHS) is the leading source of information, insight and analytics in critical areas that shape today’s business landscape. Businesses and governments in more than 165 countries around the globe rely on the comprehensive content, expert independent analysis and flexible delivery methods of IHS to make high-impact decisions and develop strategies with speed and confidence. IHS has been in business since 1959 and became a publicly traded company on the New York Stock Exchange in 2005. Headquartered in Englewood, Colorado, USA, IHS is committed to sustainable, profitable growth and employs approximately 8,000 people in 31 countries around the world.

IHS is a registered trademark of IHS Inc. All other company and product names may be trademarks of their respective owners. Copyright © 2014 IHS Inc. All rights reserved.

Contact Information

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