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Research by Market - Mobile, Consumer & Connected Devices Analyst - Shane Walker Analyst - Wayne LamBy Attribute
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Smartphone Electronics Design Intelligence ServiceIn-depth analysis of the global handset component market to help devise winning strategies for smartphone design. Includes up-to-date market share information, device-level forecasts, semiconductor market shipment data, and close tracking of the broader smartphone ecosystem, capturing market drivers on both a global as well as OEM level enabling rapid analysis and implementation of strategic and tactical initiatives.Subscribers Only
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Smartphone Intelligence Service - PremiumIn-depth analysis and historic data and market forecasts for the smartphone market globally and by country. Smartphone Intelligence Service - Premium delivers detailed data on smartphone shipments by OEM as well the active installed base of smartphones by feature, down to model level. The reports in this service provide actionable recommendations based on these unique data sets.Subscribers Only
Also included are insights and analysis on topics such as augmented/mixed reality (AR/VR/MR), 5G, gigabit LTE, machine learning and AI in smartphones, and voice assistants. -
CES 2019January 8-11, 2019 | Las Vegas, NVJoin IHS Markit at CES 2019, the world's gathering place for all who thrive on the business of consumer technologies.
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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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The significance of the iPhone Xr in a maturing smartphone marketOctober 24, 2018What Apple has done with the iPhone Xr design is to implicitly acknowledge that after a decade of launching new iPhone designs, their high-end smartphone models have reached a point where their performance and feature sets have exceeded the market demand for them. The goal of the iPhone Xr is to hit all the right design notes that appeal to the mainstream consumer, such as large displays, fast processors, long battery life and – most importantly – relative affordability.
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IHS Markit Analyst Availability: Electronica, München, GermanyOctober 22, 2018For journalists who follow the latest news and trends in consumer electronics, IHS Markit analysts will be available for commentary ahead of and onsite at IFA 2018 in Berlin, Germany, from August 31 to September 5, 2018.
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Google refines Pixel smartphoneOctober 17, 2018At its “Made by Google” event, Google announced its latest Pixel smartphones. Just like in previous years, there are two models. As with other devices in the Pixel line of devices, Pixel 3 and Pixel 3 XL are premium devices with corresponding price points. However, for the first time, Google is the manufacturer on record (according to FCC filings) as opposed to their historical use of HTC and LG as ODMs.Subscribers Only
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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
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Design Forecast Tool - Mobile HandsetsOctober 03, 2018Dataset that includes forecasts of shipment volumes (by feature), model introductions (by feature), and model design starts for the Top 30 brands that collectively account for 90%+ of the global market.Subscribers Only
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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
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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.
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Samsung Note 9 fills gap year as company prepares for the “Next Big Thing” with 10th Galaxy and foldable phonesAugust 09, 2018Amidst news of slowing Galaxy smartphone sales, Samsung has announced its follow-up to the Note series with the Note 9. In an elaborate event at the Barclays Center in Brooklyn, New York, Samsung unveiled its latest iteration of the Note series flagship. The new Note 9 did not stray far from the success of the Note 8, which in turn resurrected the Note series after the Note 7 battery debacle. New features include...
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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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Whitepaper: Taking the Complexity out of LTE Radio Front End DesignsJuly 23, 2018As the smartphone industry passes its decade long run as the most popular consumer electronics of all time, the market is beginning to see signs of maturation and slowdown. ...Subscribers Only
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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.
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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
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Galaxy S9+ Materials Cost $43 More Than Previous Versions, IHS Markit Teardown ShowsMarch 22, 2018The new Samsung Galaxy S9+ equipped with 64 gigabytes (GB) of NAND flash memory (model number SM-G965U1) carries a bill of materials (BOM) cost of $375.80, much higher than for previous versions of the company’s smartphones.
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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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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
