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iPhone 5 to Spur Record Apple Smartphone Shipments in Q4September 12, 2012The iPhone 5 represents a strong smartphone launch by Apple. IHS forecasts the iPhone 5 will be a major success in the market, helping to drive Apple’s smartphone shipments in 2012 to 149 million units, up 60 percent from 93 million in 2011
Historically, the release of a new iPhone hasgenerated a large quarter-on-quarter surge in iPhone sales. Apple's release strategy plays a major role in this upwelling, as prospective buyers hold off on purchasing during the time leading up to the rollout of the new device. This phenomenon depressed iPhone sales in the second quarter of this year.
Cumulative Android Smartphone Shipments Will Exceed 1 Billion in 2013September 11, 2012Just five years after Google Inc.’s Android appeared on the market in 2008, IHS forecasts that cumulative global shipments of smartphones using the operating system since it was introduced will amount to more than 1 billion in 2013.
Worldwide annual unit shipments of Android phones will rise to 451 million in 2013, up from 357 million in 2012, according to an IHS iSuppli Wireless Communications Smartphone Report from information and analytics provider IHS (NYSE: IHS). These massive totals will mean that combined shipments for every year since the first smartphone using Android shipped in 2008 will reach 1.1 billion by the end of 2013, as presented in the figure below. In contrast, the No. 2 smartphone operating system, Apple Inc.’s iOS, will amount to 527 million in cumulative shipments in 2013 and won’t reach the 1 billion level until 2015.
Fast Facts on Apple’s iPhone 5 AnnouncementSeptember 11, 2012The arrival of the iPhone 5 will spur a rebound in Apple’s smartphone shipments in the third and fourth quarters following a decline in the second quarter. Apple in the second quarter suffered a 26 percent drop in shipments to 26 million units, down from 35 million in the first quarter.
“Apple’s smartphone shipments typically are weak during the quarter preceding the launch of a new iPhone model,” said Wayne Lam, senior analyst, wireless communications, for IHS. “Buyers historically have delayed their purchases until the newest model is available. Then they rush out to get the latest and greatest version once it’s being sold, leading to a spike in demand. IHS predicts the same pattern will occur with the iPhone 5.”
Subscriptions to Cloud Storage Services to Reach Half-Billion Level This YearSeptember 06, 2012Consumer subscriptions to cloud-based storage services are experiencing booming growth, with the global total rising to 500 million this year, spurring companies of all sizes and descriptions to enter the market.
A total of 500 million personal cloud storage subscriptions are expected this year, up from less than 300 million in 2011, according to insights from the IHS iSuppli Mobile and Wireless Communications Service at information and analytics provider IHS (NYSE: IHS). The subscriptions are expected to jump to 625 million next year, a solid increase of 25 percent, with uninterrupted double-digit growth anticipated to follow until at least 2017. During that year, subscriptions to cloud storage are projected to hit 1.3 billion, as presented in the figure below.
Wireless Infrastructure Gear Market Lifted by LTE in 2012August 30, 2012Global spending by wireless carriers on infrastructure equipment is expected to rise a solid 8.3 percent this year and reach $45.5 billion, driven primarily by investments among carriers in developed nations on the next-generation 4G long term evolution (LTE) technology, according to an IHS iSuppli Wireless Communications Special Report from information and analytics provider IHS (NYSE: IHS).
The spending on infrastructure, considered a bellwether for gauging the overall prospects of the wireless industry moving forward, continues the strong 7.7 percent expansion of last year, when carrier expenditures amounted to $42.0 billion. Growth will moderate somewhat during the next few years to the 3.0 percent range, with total carrier spending on infrastructure equipment reaching $50.6 billion by 2016.
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.
Smartphones See Accelerated Rise to DominanceAugust 28, 2012
Driven by increased demand from developed regions for high-end models, along with an unexpectedly strong push from emerging economies for lower-cost products, smartphones are expected to rise to account for the majority of global cellphone shipments in 2013—two years earlier than previously predicted.
Smartphone shipments in 2013 are forecast to account for 54 percent of the total cellphone market, up from 46 percent in 2012 and 35 percent in 2011, according to an IHS iSuppli Wireless Communications Market Tracker Report from information and analytics provider IHS (NYSE: IHS). The year 2013 will mark the first time that smartphones will make up more than half of all cellphone shipments.
China: Where the iPhone is an Also-RanAugust 23, 2012Consumers everywhere love the iPhone, with its strong sales in almost every region of the world, keeping Apple Inc. in first or second place in the global smartphone rankings. However, there is one country where Apple isn’t No. 1 or No. 2—and doesn’t rank even among the Top 5.
Are we talking about some obscure nation where the locals don’t have access to essentials like iPhones?
No, we’re talking about the world’s most populous and economically vibrant country: China.
In China, Apple ranked in seventh place among smartphone brands during the first half of 2012
Samsung Regains Smartphone LeadershipJuly 26, 2012
Six months after losing the top position in the smartphone market to Apple, Samsung in the second quarter regained leadership as its sales rose 5 percent to 36 million units, up from 34 million in the first quarter. Meanwhile, Apple suffered a 26 percent decline in shipments to 26 million units, down from 35 million in the first quarter.
Samsung’s modest increase was propelled by strong growth in high-end smartphone shipments.
Apple’s shipments in the second quarter were impacted by a combination of factors, including macroeconomic variables, increased competition from newer smartphone offerings and delayed purchasing among consumers who are waiting for the availability of the next iPhone model. All this led to a buildup of channel inventory, resulting in lower-than-expected iPhone volumes.
China’s Domestic PC Shipments Rise at Triple the Global Rate in 2012July 17, 2012China’s domestic PC shipments in 2012 are set to rise at three times the rate of the global market, driven by strong economic growth and insatiable demand from the commercial sector, according to an IHS iSuppli China Research report from information and analytics provider IHS (NYSE: IHS).
PC shipments for consumption in China for 2012 are projected to reach 83.6 million units, up 13.1 percent from 73.9 million units last year. In comparison, global shipments are set to increase by only 4.4 percent this year.
Domestic shipments of both desktop and notebook PCs to the Chinese market have been growing at robust double-digit rates for several years, and the healthy pace of expansion is set to continue for at least two more years before the market moderates slightly to a 9 percent increase in 2015.
Gray Market for Mobile Cellphones Serves as Boon to Low-Cost Flash MemoryMay 17, 2012The massive gray market for cellphones is propelling sales of lower-cost flash memories like embedded multimedia card (eMMC) and serial peripheral interface (SPI) NOR, as manufacturers of the unregulated phones strive to keep production costs low.
Shipments of gray market cellphones are set to amount to 210 million units in 2012, representing 13 percent of the global mobile handset business, according to an IHS iSuppli Mobile & Embedded Memory Market Brief from information and analytics provider IHS (NYSE: IHS). While this is down from the peak year of 2011, when gray market totaled 250 million units, shipments are set to remain high, amounting to 189 million units, or 11 percent of the global cellphone shipments in 2013.
No Contest: Apple iOS to Maintain Tablet Dominance in 2012May 15, 2012After suffering a temporary dip in market share in the fourth quarter of 2011, Apple Inc.’s iOS is expected to reassert its commanding leadership of the worldwide tablet space in 2012, according to an IHS iSuppli Worldwide Tablet Market Tracker report from information and analytics provider IHS (NYSE: IHS).
After dipping to 55.1 percent in the fourth quarter of 2011, according to a final estimate, the Apple operating system’s share of worldwide tablet sales—a segment including both media tablets and PC-type tablets—is set to recover to 61 percent for the full year of 2012, about the same portion it had in 2011.
Samsung Overtakes Nokia for Cellphone LeadApril 26, 2012
Samsung Electronics Co. Ltd. in the first quarter overtook Nokia Corp. to become the world’s largest cellphone brand for the first time. However, Samsung remained in second place in the smartphone segment of the cellphone market, behind Apple Inc.
Driven by LTE, China’s Wireless Infrastructure Investment will Peak in 2014April 24, 2012Increasing expenditures on equipment intended to support the rollout of 4G long term evolution (LTE) wireless services are expected to cause China’s total spending on mobile infrastructure gear to peak at $11.2 billion in 2014, according to the IHS iSuppli China Electronics Research Service at information and analytics provider IHS (NYSE: IHS).
China’s PC Market to Enjoy Healthy 13 Percent Growth in 2012April 18, 2012Driven by the rise of ultrabooks, the release of Microsoft Corp.’s Windows 8 operating system and the arrival of Intel Corp.’s Ivy Bridge microprocessor, China’s PC market in 2012 will expand by a robust 13 percent rate compared to 2011, according to the IHS iSuppli China Research Service at information and analytics provider IHS (NYSE: IHS).
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 Expected to Dominate Wireless Infrastructure Spending by 2013January 31, 2012The wireless technology known as 4G Long Term Evolution (LTE) is expected to claim the lion’s share of wireless infrastructure capital spending next year as mobile carriers definitively migrate to that next-generation standard,
Global capital spending on LTE technology is projected to reach $24.3 billion in 2013, nearly triple the $8.7 billion of 2012, according to an IHS iSuppli Wireless Communications topical report from information and analysis provider IHS (NYSE: IHS).
Apple Retakes Smartphone Lead in Q4; Samsung Grabs Top Spot for Full-Year 2011January 26, 2012After losing market leadership in the third quarter, Apple Inc. returned to the No. 1 rank in global smartphone shipments in the fourth quarter as consumers flocked to buy the newly introduced iPhone 4S. Meanwhile, based on strong sales of its broad line of smartphone products, Samsung has become the world’s largest smartphone brand for the entire year of 2011, marking the first time the South Korean electronics giant has held this distinction.
Lumia 900 Introduction to Trigger Smartphone Renaissance for Nokia and MicrosoftJanuary 18, 2012With the introduction of its critically acclaimed Lumia 900, Nokia Corp. has set the stage to regain some of its lost smartphone market share—and to re-establish Microsoft Corp.’s Windows Phone as a leading contender in the cellphone operating system (OS) business.
Wireless Infrastructure Market Rebounds in 2011 as Carriers Upgrade Networks for Data ServicesDecember 23, 2011Following two years of decline and stagnation, global spending on wireless infrastructure gear is set to return to growth in 2011 as carriers migrate their networks to newer-generation technologies.
The worldwide wireless infrastructure equipment market is projected to generate growth of 9.1 percent in 2011, with revenue rising to $42.5 billion, up from $38.98 billion in 2010, according to the IHS iSuppli Mobile & Wireless Communications Service at information and analysis provider IHS (NYSE: IHS).