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Can Apple Stay on Top Without Jobs?October 24, 2011In life, Steve Jobs’ vision gave Apple Inc. a commanding lead over the competition. But after his death, it will be Jobs’ skills as a manager—specifically whether he built an organization that can carry on his legacy without him—that will determine whether Apple can maintain its advantage. However, no matter how successfully Jobs seeded Apple with his genius, his spark may prove irreplaceable over the long term.
Wireless Service Providers Look to the Cloud to Regain ProfitsOctober 17, 2011Despite booming growth in data revenue, margins for wireless operators have been squeezed as they have been slow to react to the paradigm shift wrought by the explosive rise of broadband usage on smartphones and tablets, forcing the operators to embrace new revenue services and business models—including the cloud—to enhance profits, according to the IHS iSuppli Mobile & Wireless Communications Service from information and analysis provider IHS (NYSE: IHS).
iPhone 4S Shows Key Design and Component ChangesOctober 14, 2011While much of the coverage of Apple Inc.’s iPhone 4S announcement focused on the new device’s similarity to the iPhone 4, an IHS analysis of the product illustrates key changes in the product’s feature set and component selection. Important differences include a major upgrade to the apps processor, the use of a higher-resolution and more advanced camera module, and the addition of a new cellular radio that makes the iPhone 4S a true world phone, according to Wayne Lam, senior analyst at IHS. The attached table presents a summary of features and devices for each member of the iPhone line, leveraging information from previous IHS iSuppli teardown analyses of the devices. Information on the iPhone 4S represents a preliminary analysis based on features announced by Apple. IHS iSuppli soon will reveal the results of its full physical teardown that will provide actual data on iPhone 4S components and features.
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.
Cloud Computing Could Mean Big Opportunities in Enterprise IT for Wireless Service ProvidersSeptember 13, 2011The cloud computing boom is yielding major opportunities for wireless service providers, allowing them to cash in on a market where consumer and enterprise spending is set to expand nearly fivefold during the next five years to reach more than $100 billion in 2015, according to new insights from the IHS iSuppli Mobile & Wireless Communication Research Area from information and service provider IHS (NYSE: IHS).
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).
iTunes Gains Share in Online Movies in First Half of 2011August 22, 2011Reversing its previous declines in market share, iTunes in the first half of 2010 managed to pad its leadership position in the U.S. online movie market, according to the new IHS Screen Digest Media Research from information and analysis provider IHS (NYSE: IHS).
China’s LED Industry Lights Up to Nearly $6 Billion in 2011August 18, 2011Buoyed by government support and increased penetration into new applications, China’s light-emitting diode (LED) market will jump to $5.8 billion in 2011, up a robust 23 percent from $4.7 billion last year, according to the IHS iSuppli China Electronics Supply Chain Service from information and analysis provider IHS (NYSE: IHS).
IHS iSuppli News Flash: Fast Facts on Google’s Purchase of Motorola MobilityAugust 15, 2011The Motorola Mobility acquisition puts Google Inc. in a stronger position in any potential patent dispute with Apple Inc. “From an intellectual property (IP) standpoint, the acquisition bolsters Google’s negotiating position with Apple, in the event that Apple goes after Android-based products the same way it did with Samsung in Europe,” said Francis Sideco, principal analyst, wireless communications, for IHS. “If nothing else, Google will be able to assert Motorola’s IP for the 3GPP and 3GPP2 cellphone specifications, which are used in both the iPhone and iPad.”
Nokia’s Pain is Apple’s Gain in Q2 Smartphone MarketAugust 03, 2011Capitalizing on a 31 percent decline in shipments at longtime market leader Nokia Corp., Apple Inc. surged into the No. 1 position in the global smartphone market in the second quarter, according to the new IHS iSuppli Mobile Handset Market Track 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).
China Smartphone Shipments RiseJuly 14, 2011Shipments of smartphones for sale in China are set to soar by a record 53 percent this year, according to new research from the IHS iSuppli China Electronics Supply Chain service, from information and analysis provider IHS (NYSE: IHS).Domestic smartphone shipments in China will rise to 54.1 million units in 2011, up from 35.3 million units in 2010. Of the projected domestic total for this year, more than 10 million and 15 million smartphone units will come from the giant Chinese makers ZTE and Huawei, respectively.
Wireless Carriers Accelerate Spending on Infrastructure Gear in 2011June 22, 2011Wireless carriers in 2011 will double their spending increase on communications infrastructure equipment compared to 2010 as they rush to accommodate the explosive growth of data traffic, according to new IHS iSuppli (NYSE: IHS) research.
Global spending on wireless infrastructure gear in 2011 is projected to rise by 7.7 percent to reach $43.2 billion, up from $40.1 billion in 2010. This compares to growth of 3.8 percent in 2010, and a decline of 7.2 percent during the recession year of 2009.
Wireless Operators Head into the Cloud with Tiered Pricing PlansJune 15, 2011-Mobile USA in May joined the swelling ranks of operators implementing tiered pricing plans for mobile broadband access, moves that will allow these companies to capitalize on the fast-growing wireless data market—and better position them to accommodate cloud services like Apple Inc.’s iCloud, new IHS iSuppli (NYSE: IHS) research indicates.
Following the lead of other U.S. carriers including AT&T Wireless, MetroPCS and Leap Wireless, T-Mobile announced that it was eliminating its $30 per month unlimited data plan for smart phones and instead will offer subscribers a choice of four new tiered data plans.
China’s Fabless Market Set to Double by 2015June 10, 2011Driven by strong domestic demand and soaring exports, China’s fabless semiconductor market is on a high-growth trajectory, with revenue set to double from 2010 to 2015, new IHS iSuppli (NYSE: IHS) research indicates.
Operations by fabless semiconductor companies in China will generate $10.7 billion in revenue in 2015, up from $5.2 billion in 2010. The growth comes on top of a 23.6 percent expansion in 2010, with revenue rising from $4.2 billion in 2009. Revenue will reach $5.74 billion in 2011, up 11.3 percent from 2010.
Automakers Drive Development of In-Vehicle Wireless ChargingJune 08, 2011Global automakers including General Motors, Volkswagen and Audi are putting their horsepower behind wireless in-vehicle charging, a technology that allows motorists to recharge the batteries of their mobile devices while on the road, new IHS iSuppli (NYSE: IHS) research indicates.
“Conventional approaches to charging mobile devices in cars, such as plugging into a cigarette lighter, 12-volt charger or Universal Serial Bus (USB) port, are too inconvenient for most consumers,” said Stacey Oh, analyst and regional manager for Asia automotive research at IHS.
Wireless Charging Market Soars in 2011June 03, 2011Consumers weary of the tangled cords and cumbersome adapters that come with their portable electronics devices are turning to wireless charging devices, which will help revenue from shipments of such products to surge by an astonishing 616 percent in 2011, according to new IHS iSuppli (NYSE: IHS) research.
The wireless charging market is set to soar this year to $885.8 million, up more than sevenfold from $123.9 million in 2010.
China Telcos’ Broadband Capital Spending to Boom Through 2014May 12, 2011Propelled by government support, China’s broadband capital spending is expected to rise by two-thirds from 2010 to 2014, according to new IHS iSuppli (NYSE: IHS) research.
Spending on broadband infrastructure equipment by China’s telecommunications operators will soar to $1.15 billion in 2014, up from $925 million this year and $688 million in 2010, as presented the attached figure. By 2015, however, revenues will decline to $1.02 billion as the broadband market for urban Internet users approaches the saturation point.