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IHS News Flash: Fast Facts and Analysis of Apple’s iPhone AnnouncementsSeptember 10, 2013This is a News Flash from leading global source for critical information and insight IHS (NYSE: IHS) covering today’s iPhone announcements from Apple Inc. Apple today unveiled two new...
IHS News Flash: Fast Facts and Analysis of Today’s Smartwatch AnnouncementsSeptember 04, 2013This is a News Flash from information and analytics provider IHS (NYSE: IHS) covering today’s smartwatch announcements from Samsung Electronics Co. Ltd. and Qualcomm Inc. Global...
Intel Targets Fast-Growing, Low-End Smartphone Market with New Atom Processor PlatformJanuary 16, 2013Intel Corp.’s introduction of a new Atom processor platform designed to target the fast-growing market for low-end smartphones in emerging economies represents a shrewd strategy that could allow the company to expand its currently minimal market share in the industry, according to the IHS iSuppli/Screen Digest Mobile & Wireless Service at IHS (NYSE: IHS). Intel rolled out the new processor platform at a major event at last week’s Consumer Electronics Show (CES) in Las Vegas.
The platform—formerly known as Lexington— is aimed at developing regions of the world, where consumers are demanding low-cost smartphones that deliver high performance and a full feature set.
Mobile Communications Equipment Market Set for Double Digit Growth This YearNovember 27, 2012Despite soft macroeconomic conditions, the market for mobile communications equipment will grow by a robust 13 percent this year, propelled by climbing shipments of mobile handsets and tablets, particularly devices supporting the 4G long term evolution (LTE) wireless standard.
Total factory revenue from original equipment manufacturers making mobile communications equipment is projected to reach $376 billion by year-end, up from $334 billion in 2011, according to an IHS iSuppli Wireless Systems Market Tracker report from information and analytics provider IHS (NYSE: IHS). Next year, overall revenue for mobile communications equipment is forecast to rise to $444 million.
Rapid Advance of LTE Spurs Convergence of Electronic ProductsAugust 29, 2012With its worldwide subscriber rolls expected to quadruple this year and increase by a factor of 70 by 2016, 4G long term evolution (LTE) will play a pivotal role in the development of the wireless industry by driving the convergence of electronic devices, including smartphones, media tablets and mobile PCs.
Global 4G LTE subscribers this year are forecast to reach 73.3 million, up a whopping 334 percent from 16.9 million in 2011, according to an IHS iSuppli Consumer and Communications Market Tracker Report from information and analytics provider IHS (NYSE: IHS). Another round of impressive triple-digit growth, equivalent to 181 percent, is expected in 2013 when 4G LTE subscribers total 205.7 million. By 2016, 4G LTE subscribers will reach nearly 1.2 billion strong, as shown in the figure below.
Mobile Communications Revenue to Rise by Double-Digit Margin in 2012February 09, 2012Fueled by spectacular growth in the next-generation 4G wireless technology known as Long Term Evolution (LTE), the overall market for mobile communications equipment is expected to enjoy a strong double-digit expansion this year.
Factory revenue for the mobile communications market in 2012 is projected to reach $398.0 billion, up 17 percent from $340.8 billion last year, according to an IHS iSuppli Wireless Systems Market Tracker report from information and analysis provider IHS (NYSE: IHS).
LTE to Account for 10 Percent of Global Wireless Subscribers by 2015November 15, 2011Driven by near-universal support among mobile network operators, the next-generation 4G wireless standard known as long term evolution (LTE) will enjoy stratospheric growth during the next few years, allowing the technology to account for 10 percent of worldwide mobile subscribers by 2015, according to an IHS iSuppli Smartphones & Converged Devices Market Tracker report from information and analysis provider IHS (NYSE: IHS).
With iPhone 4S Intro, Apple Misses out on Booming Low-End Smartphone MarketOctober 05, 2011While many observers reacted with disappointment that Apple Inc. didn’t announce a high-end iPhone 5 model on Tuesday—the real letdown was the company’s failure to introduce a true low-end model, causing the company to miss out on the hottest growth opportunity in today’s smartphone business, according to the IHS iSuppli Mobile & Wireless Communications Service from information and analysis provider IHS (NYSE: IHS).
Quick Analysis of iPhone 4S AnnouncementOctober 04, 2011Defying some expectations that Apple today would introduce the iPhone 5—an entirely new model supporting 4G—the company instead rolled out the iPhone 4S, an incremental update of the eAxisting iPhone 4. This confirms the IHS outlook issued in July that the new iPhone introduced by Apple in 2011 likely would not include the next-generation 4G technology known as Long Term Evolution (LTE). IHS continues to expect that Apple will introduce an LTE-capable iPhone 5 when an affordable chipset solution allowing a thinner form factor is available. The iPhone 5 most likely will arrive in late 2012, or in mid-2013.
IHS iSuppli Fast Facts on Apple’s New iPhone IntroductionOctober 03, 2011Apple in the second quarter became the world’s leading smartphone brand for the first time. The company’s smartphone sales increased by 9.1 percent during the second quarter, helping it to rise one position from second place in the first quarter to become the world’s largest smartphone maker. Apple also capitalized on a 31 percent decline in shipments at longtime market leader Nokia Corp. Table 1 below presents the IHS ranking of the Top 10 smartphone brands in the second quarter.
Smartphones to Account for Majority of Cellphone Shipments by 2015August 25, 2011Driven by booming sales of low-end models, shipments of smartphone will rise to account for more than half of the worldwide cellphone market in 2015, according to a new IHS iSuppli Mobile Handset Market Tracker report from information and analysis provider IHS (NYSE: IHS).
Tablets to Power Growth of Mobile Broadband Market in 2011July 28, 2011Booming sales of tablets in 2011 will help drive a sizzling 57.8 percent increase in the shipments of mobile broadband devices that provide high-speed wireless connectivity while on the go, according to a new IHS iSuppli Wireless Communications topical report, from information and analysis provider IHS (NYSE: IHS).
LTE to Overcome WiMAX and Dominate 4G ShipmentsFebruary 08, 2011Driven by widespread mobile network operator (MNO) adoption, the next-generation wireless technology known as long-term evolution (LTE) by 2014 will have more than nine times as many subscribers as its main rival in the 4G market, Wireless interoperability for microwave access (WiMAX), according to new IHS iSuppli research.
Worldwide LTE subscribers will rise rapidly during the next two years, and in 2012 will surpass those of WiMAX, the current leading 4G air standard. In 2014, LTE subscribers will reach 303.1 million, compared to 33.4 million for WiMAX.
Atheros Acquisition Enables Qualcomm to Compete with Broadcom in Connected Home MarketJanuary 05, 2011Qualcomm Inc.’s planned acquisition of Atheros Communications Inc. will position the combined companies to take on rival Broadcom Corp. in the burgeoning consumer electronics market for wireless connectivity semiconductors, according to iSuppli, now part of IHS Inc. (NYSE: IHS).
Wireless semiconductor giant Qualcomm today confirmed it will buy Atheros in a deal estimated to be worth about $3.1 billion. Qualcomm is the world’s largest supplier of semiconductors for wireless products, accounting for an estimated 22.4 percent of global wireless semiconductor market revenue in the fourth quarter of 2010. Atheros ranks 12th in the market with an estimated share of 2.2 percent, as presented in the attached table.
Market for Mobile Communications Gear Nears Quarter-Trillion-Dollar MarkDecember 22, 2010Propelled by the unstoppable cell phone market, worldwide factory equipment revenue generated by the mobile communications industry will near the quarter-trillion-dollar mark by the end of 2010, according to the market research firm iSuppli, now part of IHS Inc. (NYSE: IHS).
Global mobile communications factory equipment revenue this year will reach $235.5 billion, up 7.9 percent from $218.2 billion in 2009, driven by the energetic expansion of mobile broadband in all parts of the world as well as by major increases in sales of 3G cell phones. Growth next year will be even more spectacular, iSuppli data show, when revenue surpasses the quarter-trillion-dollar level and hits $271.3 billion.
Rise of the Machine-to-Machine: Wireless M2M Connection Market BoomsNovember 02, 2010Global revenue from sales of Wireless Wide Area Networking (WWAN) modules for Machine-to-Machine (M2M) systems are set to rise nearly sevenfold from 2010 to 2014, according to the market research firm iSuppli Corp.
WWAN M2M modules are devices that allow pieces of equipment to communicate with one another wirelessly. Using technologies such as GRPS, EDGE, CDMA 2000 and UMTS/HSPA, M2M WWAN systems employ mobile cellular networks to transmit data and information.
The WWAN M2M module market will generate total revenue of $1.0 billion in 2010, up a robust 26.4 percent from $813 million in 2009. By the end of 2014, revenue will hit $6.5 billion.
iPad-Type Tablets Open New Opportunities for Wireless Chip VendorsAugust 12, 2010Booming sales of emerging wirelessly enabled consumer devices will generate new growth opportunities for semiconductor suppliers, spurring the shipments of embedded Wireless Wide Area Network (WWAN) chipsets for slate-type tablets to soar, according to the market research firm iSuppli Corp.
iSuppli forecasts that by 2014, 20.7 million embedded WWAN chipsets will be shipped to the slate-type tablet market—a category that includes Apple Inc.’s iPad—up from almost none in 2009. Meanwhile, 2.1 million embedded WWAN modules will be shipped for the slate market by 2014, up also from virtually nil in 2009, for a whopping 498.4 percent Compound Annual Growth Rate (CAGR).
2.5G Drives Success of Cell Phone Baseband Semiconductor SuppliersJuly 07, 2010Momentarily defying the conventional wisdom that 3G technology is driving the growth in the cell phone business, it was the suppliers focusing on 2.5G that were the best performers in the digital baseband semiconductor market in the first quarter, according to iSuppli Corp.
Among the Top 9 suppliers of digital baseband Integrated Circuits (ICs) for cell phones, only three posted significant organic revenue growth compared to the fourth quarter of 2009: second-place MediaTek Inc., No. 6 ranked Broadcom Corp. and Spreadtrum Communications (Shanghai) Co. Ltd. in ninth place. MediaTek’s revenue in the first quarter rose by 17.2 percent sequentially, Broadcom’s soared by a stunning 125.6 percent and Spreadtrum’s surged by 28.9 percent.
Apple Takes Value-Added Approach to Cultivate iPhone DemandJune 08, 2010With its highly successful iPhone line, Apple Inc. has clearly illustrated two contrasting approaches to generating growth in sales of hardware by mobile handset OEMs.
On one hand, Apple has been very successful in maintaining the Average Selling Price (ASP) of its latest flagship handset offering by effectively implementing enhanced features. The attractiveness of these enhanced hardware and software features is key to stimulating sales of the latest handset while maintaining consistent pricing over time. Meanwhile, when a new model is introduced, the price of the previous handset in the line is reduced and thus offers a lower price point to attract more cost-conscious buyers. This is enabled by the component price erosion that allows this price reduction.
Apple Rides High-Margin Hardware to Competitive SupremacyJune 07, 2010Apple Inc. has become the world’s most valuable technology company based on sales of high-margin hardware like the iPhone, an approach that competitors are finding difficult to duplicate, according to iSuppli Corp.
“Apple’s introduction of its latest iPhone today perfectly illustrates the company’s route to corporate dominance: generating huge profit by selling high-margin, high-value-added hardware, with the iPhone’s Average Selling Price at a whopping $600,” said Steve Mather, principal analyst, wireless, for iSuppli. “The company makes the majority of its profit on sales of hardware. This approach defies the often-cited route to success used by many technology companies of selling hardware at low margins and cashing in on revenue generated by high-profit software.”