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Mobile Technology Geography: Central And Eastern Europe - SlovakiaOctober 10, 2017 Subscribers Only
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Samsung S7 range evolution, not revolution, is at the heart of improved 2016 revenuesJuly 28, 2016Samsung announced its Q1'16 earnings results today, 50.94 trillion KRW revenue and 8.14 trillion KRW operating profit which makes 16.0% operating margin rate. The handset business of Samsung has been showing constant growth in unit volumes. However, both revenue and operating profit have declined. Mobile division which includes handset business unit recorded 26.07 trillion KRW in revenue. Operating profit of IM(IT and Mobile) group recorded 4.32 trillion KRW, which makes 16.3% operating margin. This is the highest operating margin since Q3’14.
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MWC 2016: Smartphone and Smart Accessory AnalysisMarch 17, 2016At MWC 2016, the major leading smartphone makers launched new flagship smartphones as well as a new range of VR 360 degree smart accessory cameras. Including, Samsung's Galaxy S7 and S7 Edge; Xiaomi Mi5; and notably LG's G5 with a modular expansion capability; and Alcatel's Idol 4S which is bundled with a VR headset .Subscribers Only
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LG's modular G5 smartphone & smart accessories will energize channel partners with new profit opportunitiesFebruary 21, 2016IHS believes LG must take radical steps such as these to make its smartphone business stand out, because unless LG succeeds with the G5, VR camera and smart accessories, on LG's old trajectory IHS forecasted LG's smartphone shipments would decline 3% in 2016. Key to LG's differentiation will be its modular smartphone hardware, not VR. No other current smartphone maker has anything similar. Importantly, the modular smart accessories offer LG ways to generate profits adjacent to the commoditizing smartphone market.
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Samsung's Gear 360 VR camera will be a halo product which will boost Galaxy S7 smartphone salesFebruary 21, 2016Gear 360 is a marketing vehicle for the Galaxy S7, as well as Samsung's Gear VR headset. IHS expects Samsung smartphones will outsell the Gear 360 by over one thousand times this year. In a mature smartphone market, smartphone makers compete with their older selves to drive consumers to upgrade their existing smartphones.
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Mid and Low-end Smartphone drove the shipment growth of SamsungNovember 02, 2015Samsung grew revenue and profit in Q3 2015 on the back of improving mid and low end smartphone shipments. M Business unit which includes smartphone business posted 26.61 trillion Korean won (KRW) revenue in Q3'15. This is up 8% YoY and 2% QoQ. Operating profit was 2.4 trillion KRW, which reflects 9% of margin rate.Subscribers Only
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Orange's new smartphone will drive 4G adoption in EuropeSeptember 02, 2015Mobile operator Orange has launched a range of new smartphone aimed at lowering the barrier to entry to 4G. The devices range in price between €79 and €239 and will be on sale across all of Orange's European footprint.Subscribers Only
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Samsung foregoes global release for an early Note 5 launchAugust 13, 2015Samsung launched two new flagship smartphones, the Galaxy Note 5 and the Galaxy S6 Edge+. While these releases were anticipated, Samsung is launching ahead of schedule to try to maximise its momentum before Apple launches new iPhones in late September. The cost for this early release appears to be a staggered regional launch. Samsung also finally launched its payment service which it initially announced in February 2015.Subscribers Only
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How Apple will evolve its iPhone display strategyJuly 03, 2015The iPhone 6 enjoys undying popularity. Apple’s share in the global smartphone market received a boost thanks to overwhelming response to the makeover in its flagship smartphone.Subscribers Only
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LTE Broadcast gives operators new content opportunitiesFebruary 03, 2015LTE broadcast has garnered interest from operators and vendors alike in 2014. 19 operators in 13 countries have already trialled it, with 1 operator already operating a service. This reports looks at the benefits of LTE broadcast and the applications it can be used for.Subscribers Only
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Samsung’s long awaited Tizen launch will not ruffle Google’s feathersJanuary 16, 2015Samsung is finally launching a smartphone powered by its homemade operating system, Tizen. Samsung is launching the Z1 exclusively in India. Unusually for an OS launch product, the Z1 does not feature high-end hardware to show off the new software. Despite the launch, IHS does not believe that Tizen will make a significant impact on the smartphone market. It is much more likely that Tizen's impact will be felt in the wearables market.Subscribers Only
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Samsung on the defensive embarks on cost cutting initiativesNovember 19, 2014Samsung has announced two moves aimed at reducing its cost base as it struggles to maintain its level of profitability and its market share. Samsung is moving more manufacturing to Vietnam and reducing the number of different devices in its portfolio next year. Samsung has come under intense pressure from low cost smartphone brands such as Xiaomi and Micromax in emerging markets which has stalled its growth.Subscribers Only
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Huawei takes a leaf from Xiaomi’s book with European Honor brand launchNovember 03, 2014Huawei beats Xiaomi to offer its direct to consumer Honor range of handsets in Europe. The European Honor handsets will be distributed exclusively via online channels. The initial smartphone models include chipsets from Mediatek and Huawei's Kirin and are priced aggressively at €139 and €299. This is a bold brand strategy for Huawei because it risks spreading itself too thin and also risks its established operator relationships.
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Apple SIM is a Test for Mobile Operators' Main Business ModelOctober 17, 2014Apple SIM threatens to fundamentally change the relationship between mobile operators and users. Making it easy for users to switch carriers and tariffs makes market competition more efficient and places pressure on operator revenues and profitability. With this initial launch, Apple is testing the business model and technology. If successful, Apple has a number of ways it will look to extend the Apple SIM strategy...
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Sony is in stuck in the "Smartphone Catch-22", which all OEMs must navigateSeptember 18, 2014Japanese consumer electronics manufacturer Sony drastically lowered its financial outlook, increasing the loss it expects to make this financial year to 230 billion yen (approximately $2.15bn or €1.65bn). This is an increase of 180bn yen (approximately $1.67bn or €1.3bn) and Sony attributed the entire change to its mobile business unit. Sony now finds itself stuck in a "catch-22" situation where the prospects of it being successful at either the high-end of the smartphone market or the low-end are slim.Subscribers Only
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Samsung seeks curved differentiation with Note 4 and Galaxy Note EdgeSeptember 03, 2014Samsung launches two new flagship smartphones, the Galaxy Note 4, and the curved screen Galaxy Note Edge. But with increasing competition in the smartphone market, Samsung is being forced to use numerous tactics to maintain differentiation and head off the threat from Apple, including: content bundles, innovative software, cutting edge hardware, and brand spending.
