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Research by Market - Mobile, Consumer & Connected Devices Analyst - Jason Hsu Analyst - Marianna Angelou Analyst - Paul Kim Analyst - Steven MatherBy Attribute
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Broadband Infrastructure Intelligence ServiceExtensive research on the fixed-line broadband access infrastructure market, including products, operators and vendors. Coverage includes broadband aggregation equipment and components, cable broadband hardware, hybrid fiber coaxial (HFC) optical nodes and more.Subscribers Only
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Mobile World Congress 201925-28 February 2019 | Barcelona, SpainMeet our Media & Technology analysts at Mobile World Congress 2019.
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CommScope to Acquire Arris for $7.4B, Creating Cable Industry Heavyweight Poised for the FutureNovember 28, 2018US telecommunications equipment maker CommScope will acquire Arris, in a $7.4B deal valued at $5.69 billion, with the difference comprised of CommScope’s assumption of Arris’s debt. As part of the deal, the Carlyle Group will make a $1M equity investment in CommScope for an approximate 16% stake in the new company. CommScope’s CEO Eddie Edwards has claimed the two companies’ product lines are complementary, and that the combined company will “enable end-to-end wired and wireless communications infrastructure solutions that neither company could otherwise achieve on its own.” The deal is expected to close in the first half of 2019.Subscribers Only
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IHS Teardown Methodology - Producing the Best "Should Cost" EstimateFebruary 02, 2018A "Teardown" is a dis-assembly of a device to gain knowledge of the discrete parts. IHS Markit goes further to estimate the "should cost" of components to the manufacture for mature products. The purpose of IHS Markit teardowns is to support customer's quests to understand cost at a component, feature, function, and total device level.Subscribers Only
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IPS Display Adoption in Notebook PCs Continues to Increase, IHS Markit SaysOctober 26, 2017Display shipments for notebook PCs are forecast to increase by 5 percent in 2017 to 177 million units compared to the previous year, while notebook PC unit shipments are expected to remain flat during the same period.
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Q-panels: an emerging business model for Chinese and Taiwanese tablet panel makersJune 03, 2014The production of Q (quarter) panels is an emerging business model for Chinese and Taiwanese tablet panel makers which shifts more of the panel production process to Chinese solution providers. Through this process, Jason Hsu, senior analyst in IHS, reports that both the panel maker and the solution provider benefit.Subscribers Only
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Mobile Broadband Tiered Plans Offer Customization and FlexibilityJanuary 23, 2012As mobile broadband access continues to become an increasingly important portion of their total and data revenue streams, wireless service providers around the world are trying to develop plans to effectively monetize data traffic on their networks. Many carriers including AT&T, Verizon, T-Mobile and Metro PCS in the US, Vodafone, Orange and Telefonica/O2 in the UK, Vodafone and KPN in the Netherlands, are implementing tiered pricing plans for data access on smartphones and other mobile Internet access devices like media table and notebooks.Subscribers Only
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Capacity Concerns Drive MNO Strategies for Future GrowthDecember 07, 2011Verizon’s recent purchase of SpectrumCo, LLC’s Advanced Wireless Spectrum licenses points to mobile network operators (MNOs) growing need for bandwidth as increased data usage continues to strain their networks. SpectrumCo, a joint venture between Comcast Corporation, Time Warner Cable and Bright House Networks, bought 136 Advanced Wireless Services (AWS) B-block spectrum licenses for roughly $2.4 Billion in 2006, covering a population of almost 300 million people at that time in an effort to create wireless networks.
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Rise of e-book Readers to Result in Decline of Book Publishing BusinessApril 28, 2011Marking a major inflection point, the book publishing industry has entered a period of long-term decline because of the rising sales of e-book readers, new IHS iSuppli research indicates.
Book revenue for U.S. publishers, including both e-books and paper books, will decrease at a compound annual growth rate (CAGR) of 3 percent from 2010 to 2014. This marks a shift from the previous period of 2005 to 2010, when revenue grew slightly. -
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.”