Market
ZTE Bumps Motorola
Anyone remember Siemens handsets…?
Researcher iSuppli says ZTE broke into the top five handset makers while Moto slipped to No. 6.
In much of the world, ZTE is better known as a maker of telecom networking equipment and data cards than cellphones. But research firm iSuppli says the Shenzhen-based technology company shipped enough [...]
MediaTek 2G Market Share
Source: Morgan Stanley
The key messages from management on 2G handsets were: 1. MediaTek believes the 2G export market is still significant as its market share in most EM markets outside of China is still below 30-35%, 2. The transition to SoC should reach cross over in shipments around mid-2010, 3. The company will layer [...]
Qualcomm Chipset ASP
Source: Morgan Stanley
Qualcomm reported a surprisingly weak FQ1 with even weaker FQ2 guidance as a lower ASPs for both handsets and chips drove revenue of $2,67B below our $2.77B estimate. Normalizing for $71M in out-of-period revenue boost from the new Samsung contract, “true” revenue of $2.6B was even lower, however within guidance of $2.55-2.75B.
Smartphone Operating System Market Share
Source: Merrill Lynch BofA
At the high level, we see stark differences between the strategies of Microsoft and Google. While Google provides the OS for free, aiming to move all services to the Cloud and trying to monetize via ad revenues and user information, Microsoft has tried to replicate its PC model and charge $15 – [...]
Smartphone Market by OEM
Source: BofA, Merrill Lynch
From the perspective of unit shipments, last year (trailing twelve months or TTM) shipments of smartphones were 158.9mn, up 6% YoY, a sharp deceleration from the 22% growth in 2008. However we attribute this to the macro weakness.
Nokia slightly lost share, down from 40% in 2008 to 39% in 2009e and down [...]
Android Surges Among Handset Purchasers
Between September and December 2009, the proportion of future smartphone buyers who planned to purchase an Android-based phone jumped from 6% to 21%.
2G/3G Patent IP Ownership
Interesting charts on who owns what 2G/3G IP and what they collect in royalties for that IP.
The same report states that Apple pays significantly less royalty for the iPhone. It is suspected to be in the 5.5% range.
The iHog iPhone
The average iPhone user consumes 5-7x the monthly bandwidth of an average wireless voice subscriber, and 2x+ the amount of an average 3G/smartphone phone user, or 250 – 350 MB. Despite notable usage differences, 3G pricing plans for smartphones in the US have remained relatively fixed price, in contrast to usage based pricing offerings in [...]
Handset industry recovers from a trough, but who would benefit going forward?
During its 3Q09 results release, Nokia raised its 2009 global handset shipment forecast from -10% to -7% yoy. Goldman Sachs believes this signals that the worst is over for the global handset market; although this seemed to be widely expected by the market, handsetrelated stocks reacted positively post Nokia results (23% /55% share price appreciation for [...]
The Future of Content Without Walls
“Even as the landscape evolves, the market for portable electronics is growing unabated,” said Noah Elkin, eMarketer senior analyst and author of the new report, “Always-On Devices and Networks: New Opportunities to Reach Consumers.”
Marketing, Not Ads, Fuels Social Spending Growth
“In 2010 and beyond, a substantial portion of marketers’ expenses will go toward creating and maintaining a fan page, managing promotions or public relations outreach within a social network, and measuring the impact of a social network presence on brand health and sales,” wrote eMarketer senior analyst Debra Aho Williamson in the report, “Social Network [...]
Smartphones Set for Growth in 2009
Deutsche Bank analyst Brian Modoff on Jan. 12 was among the latest to lower his estimate for 2009 handset volumes to negative 10%, down from negative 6.4%, based on low demand in Europe and the Americas. Modoff projected slowing growth in emerging markets. Asia and Africa are projected to be down in the low single [...]