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Smart Nokia phone strategy dances around Microsoft’s exit from the featurephone businessMay 18, 2016Microsoft sold its featurephone business unit to HMD and Foxconn for $350m. HMD also acquired the licence to produce Nokia branded smartphones and tablets, finalising Nokia's return to the smartphone market after selling that business to Microsoft in 2014.Subscribers Only
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Cracks appear in Apple as iPhone shipments decline for first timeApril 27, 2016Apple released its financial results for the first calendar quarter of 2016. Its revenue fell considerably over the past year from $58bn to $50bn. iPhone shipments dropped 16% from last year, while the average selling price of their handsets dropped by 7% as well.
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iPhone SE targets an underserved segment, but will not change the iPhone's fortunesMarch 21, 2016The iPhone SE is a very competent smartphone which targets an underserved market segment of consumers who want a compact smartphone which is fast and offers a great camera experience. Of iPhone models in active use, 29% are iPhone 5 models with four inch screens, and 23% are even older iPhone models with screens sized just three and one half inches.
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MWC 2016: Smartphone and Smart Accessory AnalysisMarch 17, 2016At MWC 2016, the major leading smartphone makers launched new flagship smartphones as well as a new range of VR 360 degree smart accessory cameras. Including, Samsung's Galaxy S7 and S7 Edge; Xiaomi Mi5; and notably LG's G5 with a modular expansion capability; and Alcatel's Idol 4S which is bundled with a VR headset .Subscribers Only
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LG's modular G5 smartphone & smart accessories will energize channel partners with new profit opportunitiesFebruary 21, 2016IHS believes LG must take radical steps such as these to make its smartphone business stand out, because unless LG succeeds with the G5, VR camera and smart accessories, on LG's old trajectory IHS forecasted LG's smartphone shipments would decline 3% in 2016. Key to LG's differentiation will be its modular smartphone hardware, not VR. No other current smartphone maker has anything similar. Importantly, the modular smart accessories offer LG ways to generate profits adjacent to the commoditizing smartphone market.
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Samsung's Gear 360 VR camera will be a halo product which will boost Galaxy S7 smartphone salesFebruary 21, 2016Gear 360 is a marketing vehicle for the Galaxy S7, as well as Samsung's Gear VR headset. IHS expects Samsung smartphones will outsell the Gear 360 by over one thousand times this year. In a mature smartphone market, smartphone makers compete with their older selves to drive consumers to upgrade their existing smartphones.
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AT&T makes a calculated bet on the irrelevance of smartphone subsidiesJanuary 07, 2016As of January 2016, subscribers will no longer be able to get smartphones on a two year subsidised contract. New subscribers will be offered AT&T’s Next plan, and will pay instalments on the full price of the smartphone...
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US operators miss benefiting from Huawei’s Nexus 6P & LG’s Nexus 5X signature Android 6 smartphonesOctober 07, 2015Nexus devices are the signature smartphones for each generation of Android and provide operators, developers and the mobile industry the first exposure to Google’s latest innovations. It's also the first time Google has chosen a Chinese brand to make a Nexus device. US telecom operators are notable among major operator groups in choosing not to range this generation of Nexus smartphones. IHS believes this lack of US operator support is because of misplaced fears. US operators should seize the tactical benefit for their customer acquisition volumes from selling these strong Nexus devices.
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Revamped Android Pay will give big boost to US mobile payments as Google takes on AppleSeptember 14, 2015Google has rolled out Android Pay, its second effort in mobile payments to rival Apple Pay. At launch it is available at over one million retail locations in the US. Customers can access the service through an update to the Google Wallet app or download it from Google Play.
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Samsung foregoes global release for an early Note 5 launchAugust 13, 2015Samsung launched two new flagship smartphones, the Galaxy Note 5 and the Galaxy S6 Edge+. While these releases were anticipated, Samsung is launching ahead of schedule to try to maximise its momentum before Apple launches new iPhones in late September. The cost for this early release appears to be a staggered regional launch. Samsung also finally launched its payment service which it initially announced in February 2015.Subscribers Only
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Apple extends Apple Watch retail presence with Best Buy dealJuly 29, 2015Allowing Best Buy to stock the Apple Watch could expand Apple’s footprint to over 1200 retail locations. Best Buy has over 1000 stores in the United States, which is more than Apple’s 267 shops.. The initial agreement however only includes 300 stores in 2015. As a highly personal product with many strap options, potential customers...
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How Apple will evolve its iPhone display strategyJuly 03, 2015The iPhone 6 enjoys undying popularity. Apple’s share in the global smartphone market received a boost thanks to overwhelming response to the makeover in its flagship smartphone.Subscribers Only
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LTE Market Monitor Q4 2014: Indian Operators Prepare for 4GFebruary 24, 2015A quarterly report looking at the state of LTE globally in Q4 2014. Includes: 4G milestones and market developments; maps illustrating the LTE footprint by region and technologies; and an overview of spectrum auctions that took place.Subscribers Only
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Samsung acquires LoopPay to accelerate its mobile payments serviceFebruary 20, 2015Samsung has agreed to acquire mobile wallet solutions provider LoopPay to accelerate its mobile payments efforts. LoopPay will remain independent but will work closely with Samsung’s Mobile Division.Subscribers Only
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Impending net neutrality regulation fails to impede record spending on spectrumFebruary 03, 2015AT&T was the largest spender in the recent spectrum auction in the US. 65MHz of spectrum in the AWS band (1700/2100MHz) was auctioned off with AT&T and satellite operator Dish coming away with the bulk of the spectrum. Verizon spent heavily to gain spectrum in important territories, leaving T-Mobile and others to pick up the scraps. The total spend was much larger than in any previous auctions which stands in contrast to operators' warnings that forthcoming net neutrality legislation would deter investment in the industry.Subscribers Only
