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MWC 2019 Highlights - SmartphonesMarch 08, 20195G handsets arrived in Barcelona in force. Leading up to MWC, Samsung announced two 5G devices and Huawei one model. Other OEMs, like OPPO, Xiaomi, LG, ZTE and Nubia showed upcoming devices.Subscribers Only
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.
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.
With the Mate 20 Pro, Huawei continues to stand out in mobile photographOctober 17, 2018After launching the P20-series earlier in the year, Huawei is looking towards the latest edition of its Mate series to continue the company’s momentum to retain a spot in the global Top 3 smartphone OEMs. Huawei presented a host of devices for the premium smartphone segment as well as a gaming focused handset which is becoming more popular in their domestic Chinese market. Huawei also renewed its partnership with Porsche Design. Additionally, the company launched two new wearables, the Watch GT and Band 3 Pro.Subscribers Only
iPhone Xs Max Costs Apple $20 More in Materials Than Last Year’s Smaller iPhone X, IHS Markit Teardown RevealsSeptember 26, 2018While most of the components have been upgraded, the physical smartphone design remains relatively unchanged from the previous iPhone X version
IFA - Smartphones - 2018September 18, 2018The mid-range pricing segment in the smartphone market is set to continue to be the most competitive segment for the foreseeable future.Subscribers Only
Apple moves further into the premium segment with new iPhonesSeptember 12, 2018Apple announced its latest iPhone models today: iPhone Xs, iPhone Xs Max and iPhone Xr. The company is attempting to create more iPhone options, while moving its whole portfolio further up into the premium segment. Apple has completed its hardware design refresh that started with iPhone X, and moves to an all-notch display line-up.
Global Smartphone Shipment Preliminary ResultAugust 01, 2018Global smartphone shipments reached 344.6 million units in the second quarter of 2018 – a 1.8% decline year over year, from 350.9 million units, and down slightly from the previous quarter. Huawei beat Apple to reach the #2 spot in global shipments. While Samsung retains the top spot, the company recorded its worst quarterly performance since Q2’13.
Key Takeaways from MWC Shanghai - 2018July 16, 2018MWC Shanghai is the Asian event of MWC Barcelona. It is a much smaller event than Barcelona with most participants from China. This year, IHS Markit found the scale had reduced with only five smartphone OEMs exhibiting.Subscribers Only
Xiaomi smartphone shipments grew by 129 percent in the first quarterMay 02, 2018Total year-over-year global smartphone shipments increased 2 percent, reaching 345.5 million units in the first quarter of 2018. However, seasonality took its toll, driving shipment volume down by 11 percent quarter over quarter.
ZTE faces significant challenges in the smartphone business after U.S. Department of Commerce actionApril 20, 2018The US Department of Commerce has activated a Denial Order against ZTE Corporation. The order, in its current form, states that ZTE may not be involved in any transaction involving any commodity, software or technology exported or to be exported from the United States that is subject to Export Administration Regulations (EAR). The Denial Order expires on March 13th, 2025. ZTE relies heavily on technology and software from US vendors like Qualcomm and Google.Subscribers Only
Smartphone & Mobile Hardware Analysis - MWC - 2018March 13, 2018This brief report provides analysis on mobile hardware themes, smartphone launches and mobile component trends, based on MWC 2018 held in Barcelona, Spain in February 2018.Subscribers Only
Global smartphone unit shipments grew 3 percent in 2017, reaching 1.44 billion unitsFebruary 02, 2018Based on preliminary data from IHS Markit, global smartphone unit shipments declined by 4.5 percent in the fourth quarter of 2017 to 387.5 million units. Shipments grew 3.1 percent year over year, from 1.40 billion units to 1.44 billion units. Of the leading handset brands, only Xiaomi and Motorola experienced shipment growth in the fourth quarter of 2017.
Apple sees strong demand for iPhone 8 and is preparing for big iPhone X launchNovember 03, 2017Preliminary data from IHS Markit shows that the global smartphone market grew by 6.1 percent year-over-year in Q3 2017, to 366 million units — up from 345 million units in the year-ago quarter.Subscribers Only
MWC Shanghai Report - 2017July 21, 2017MWC Shanghai is an Asia version of Mobile World Congress. The scale is much smaller than the event held in Barcelona earlier this year and most of participants are from China. This year, we found that the scale got bigger and more smartphone OEMs joined the event compare to the previous year.Subscribers Only
Samsung seeks to reestablish its reputation for innovation with “infinity display” Galaxy S8March 29, 2017The S8 and S8+ are visibly differentiated smartphones because of their large Samsung displays, tiny bezels, and fast chipsets which all play to Samsung group’s competitive strengths. Samsung’s initial Bixby AI implementation falls short of its goal of being a comprehensive AI assistant because of weak app integration and limited voice compatibility. Provided Samsung can manufacture sufficient volumes of S8 and S8 + smartphones, and has no new reliability issues, the S8 will be a success for Samsung. The strong industrial design will support the Samsung brand and provide a foundation for Samsung’s ecosystem ambitions with VR, Bixby AI, and enterprise offerings.
MWC 2017: Smartphone & Mobile Hardware Analysis -“The eve of the smartphone storm”March 09, 2017Mobile World Congress 2017 was again the event for companies like LG and Sony to show off their flagship devices. This year, however, MWC was as interesting for what was not launched, as for what was unveiled. Key OEMs chose not to launch flagship smartphone models because of chipset availability. Another hightlight of this year's 2017 is the re-launch of the BlackBerry and Nokia brands.Subscribers Only
Galaxy Note 7: Samsung looks for continued momentumAugust 09, 2016Samsung’s latest Note device, the Galaxy Note 7, is the company’s new flagship device. With it, Samsung hopes to capitalize on the momentum gained earlier in the year with the launch of the Galaxy S 7/edge devices. Pricing will depend on the carrier and availability will begin from August 19th.
Samsung S7 range evolution, not revolution, is at the heart of improved 2016 revenuesJuly 28, 2016Samsung announced its Q1'16 earnings results today, 50.94 trillion KRW revenue and 8.14 trillion KRW operating profit which makes 16.0% operating margin rate. The handset business of Samsung has been showing constant growth in unit volumes. However, both revenue and operating profit have declined. Mobile division which includes handset business unit recorded 26.07 trillion KRW in revenue. Operating profit of IM(IT and Mobile) group recorded 4.32 trillion KRW, which makes 16.3% operating margin. This is the highest operating margin since Q3’14.
Mid and Low-end Smartphone drove the shipment growth of SamsungNovember 02, 2015Samsung grew revenue and profit in Q3 2015 on the back of improving mid and low end smartphone shipments. M Business unit which includes smartphone business posted 26.61 trillion Korean won (KRW) revenue in Q3'15. This is up 8% YoY and 2% QoQ. Operating profit was 2.4 trillion KRW, which reflects 9% of margin rate.Subscribers Only