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Research Type - Insights Research by Market - Mobile & Telecom Service - Broadband Media Netflix for Melvin Capital - Extract Service - Smartphone Electronics Design Intelligence ServiceBy Attribute
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Current State of Competitive 5G ModemsFebruary 19, 2019As wireless industry start 2019, we will now see a new batch of competitive 5G solutions offered by the likes of Intel, Mediatek, Samsung LSI and HiSilicon poise to challenge the leading position of Qualcomm.Subscribers Only
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Global smartphone market ends 2018 on downturnJanuary 31, 2019With Apple and Samsung both announcing earnings yesterday, following is background information and insight on the 2018 global smartphone market.
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Substance behind the Hype: 5G Smartphones Primed and Ready for Fast RolloutJanuary 24, 2019The Global 5G transition is poised to take place at a faster pace than any previously wireless generation transition.
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Samsung ushers in new foldable form factor as current all-display designs hit physical limitsNovember 12, 2018Every decade or so, a new technology or device format is unveiled that immediately disrupts the market. Apple was the instigator in 2007, and the iPhone upended the mobile phone industry. More than a decade later, the smartphone market is now showing signs of stagnation. The latest designs from various companies are starting to look more alike, which is making brand differentiation difficult.
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Global smartphone shipments declined for the last two consecutive quartersNovember 01, 2018According to preliminary IHS Markit smartphone data, global smartphone shipments recorded a negative year-over-year growth rate for two consecutive quarters in 2018. Shipments totaled 354.8 million units in the third quarter of 2018, declining by 3.3 percent from the previous year.
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Taking the Complexity out of LTE Radio Front End Designs; Qualcomm offers Smartphone OEMs Pre-Baked RFFE SolutionsJuly 23, 2018As the smartphone industry passes its decade-long run being the most popular consumer electronics of all time, the market is beginning to see signs of maturation and slowdown. Smartphone OEMs are now competing on innovations in form factor (i.e. the move to larger and bezel-less displays), cameras (i.e. biometric sensors and computational photography) as well as Artificial Intelligence (AI) services...
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Xiaomi showcases the Mi Mix 2S – adding wireless charging as one of the first Chinese OEMsMay 17, 2018Xiaomi Mi MIX 2S is the third generation of Xiaomi MIX series. It is positioned as a showcase device for Xiaomi’s R&D capabilities.
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Vivo’s X21 combines many major smartphone design trends of 2018March 26, 2018Vivo launched the X21 on March 19th. The flagship device features upgrades in hardware design and display technology compared to the previous edition of the phone, the X20.
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Huawei looms large over Trump’s decision on Broadcom-Qualcomm dealMarch 16, 2018The decision handed down by the Trump administration essentially put an end to the months-long $117B hostile bid by Broadcom (AVGO) for Qualcomm (QCOM). Trump cited national security and US competitiveness in the upcoming 5G transition as reasons to block the troubled acquisition. However, behind the scenes, a clearer picture is emerging as to the threat that US perceives China – specifically Huawei - as being on the future competitiveness in the wireless sector of the market. Thus, this business-friendly administration ultimately yielded to national interests in handing down their decision.Subscribers Only
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Mobile World Congress 2018: 5G chipsets are real and launching with smartphones in time for MWC 2019March 09, 2018Latest news on the 5G chipset front from Mobile World Congress Barcelona 2018
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New Nokia strengthens brand with Google’s Android One & a curved display smartphoneFebruary 25, 2018HMD Global launched five new mobile phones at MWC 2018, all with striking industrial design. By choosing to only offer handsets with Google's pure Android One or Android Oreo (Go Edition), HMD threatens to disrupt established OEMs with legacy software. The new Nokia 8110 demonstrates featurephones are evolving now with LTE and will not die soon. HMD's flagship Nokia 8 Sirocco has a stunning steel-framed dual curved edge display in a super compact frame which will target Europe.
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Samsung looks to innovative S9 camera to energize Galaxy S smartphone salesFebruary 25, 2018Samsung is packing its main innovative push into the cameras of its latest flagship Galaxy S devices. With the new super slow motion video capture, Samsung has improved on previous industry attempts to commercialize this feature. The Galaxy S9 and S9 Plus are strong handset designs which evolve from 2017’s excellent S8. They are markedly different in camera quality and display size from the two to three year old smartphones potential customers own now which should boost upgrades. However, consumers may delay purchase because of rising flagship prices.
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Sony tries again to convert tech leadership into improved sales with Xperia XZ2 smartphone's 4K HDR video recordingFebruary 25, 2018At MWC Sony Mobile unveiled two new smartphones, Xperia XZ2, XZ Compact and the commercial launch for its Xperia Duo wearable. The importance of Sony’s innovations with these new smartphones will set the tone for the smartphone market for the next few years. IHS Markit expects other smartphone OEMs to deliver similar capabilities in the future including copying Sony’s 4K HDR video capture. But there is much more work needed to re-build Sony’s smartphone business and achievable sustainable profitability.
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Strong early iPhone X adoption positions Apple for market leadershipNovember 30, 2017In eight countries, the iPhone X already accounts for over 2 percent of the iPhone active installed base just three weeks after its first availability on November 3.
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Qualcomm Board of Directors rejects acquisition offer from Broadcom, What’s Next?November 17, 2017On Monday Broadcom’s proposal to purchase Qualcomm for $70 per share was rejected by Qualcomm’s Board of Directors a week after the offer was officially announced. The deal could have potentially created a semiconductor...
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Apple’s Ambition for iPhone X is Nothing Less Than to Regain Smartphone Design and Innovation LeadershipOctober 26, 2017It was the most highly anticipated smartphone announcement of the year when Apple revealed the iPhone X to the world at their special event in September celebrating the 10th anniversary of the original iPhone at their brand new campus in Cupertino, California. The edge-to-edge screen and button-less fascia design sets the iPhone X from any other iPhone released before it. Apple completely did away with their signature TouchID home button in favor of a more technologically secure bio-metric using facial recognition dubbed FaceID – an industry first. Coupled with new AI tuned application processor, Bionic A11, and dual camera design borrowed from the iPhone 8 Plus, the iPhone X was intended to set the new standard of iPhone design going forward in the next decade.
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Huawei seizes a technology lead with the first LTE Cat 18 smartphone & AI in Mate 10 ProOctober 16, 2017The Mate 10 Pro jumps ahead of the competition, including traditional LTE chipset performance leader Qualcomm, by becoming the first smartphone to be announced with a category 18 LTE modem and RF design, which has been made possible by Huawei’s ongoing investment in its HiSilicon chipsets. The Mate 10 range demonstrates Huawei’s scale and its ability to invest in significant strategic smartphone technologies that smaller OEMs cannot match.
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Apple and Qualcomm licensing dispute – what lead to a patent war?October 13, 2017This insight article (second of two part series) analyzes Apple’s external and internal environment that contributed to a patent war against Qualcomm and the potential impact the patent war can have on the smartphone industry.Subscribers Only
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Google evolves its hardware strategy with new Pixel 2 and 2XLOctober 04, 2017New Flagship Smartphone Announced by Google
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Smartphone Model Market Tracker - Xiaomi returns to growthSeptember 22, 2017In the latest Smartphone Model Market Tracker report IHS Markit highlights the latest developments in the global smartphone industry.Subscribers Only
