- Apple Inc.
- Microsoft Corporation
- Samsung Electronics Co. Ltd.
- Artificial Intelligence
- Audio Codecs
- display technology
- IP Rating
- Memory and Storage
- Network Technology
- Video Codecs
Media & Technology DigestApril 01, 2018The Media & Technology Digest provides a monthly analysis of the key trends and innovations shaping the global technology landscape. Written by our senior analysts the digest includes a detailed focus on key industry hot topics, analysis of all major industry and product announcements with in-depth examinations of significant industry trends.Subscribers Only
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
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
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
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.
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.
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.
Samsung's next Galaxy S must beat old smartphones to drive upgrades, not recent modelsFebruary 19, 2018Samsung is competing with the models it launched several years ago, and not last years’ Galaxy S8, Galaxy S8+ and Note 8 because it is far too soon for purchasers of those models to buy a new phone. By looking at the active installed base of which smartphones are currently in use we can compare the features of Samsung’s latest flagship with the most common models consumers own and use now. Globally, the most common Samsung flagship models in use are Samsung’s S7 and S7 Edge (2016) with a combined 5.26% share, 2015’s Galaxy S6 with 1.78% share, and the four year old Galaxy S5 with 1.4% share. But are large country differences in which are the most popular Samsung smartphone models.
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.
CES 2018: Smartphone, AR & Mobile HardwareJanuary 23, 2018This report provides the mobile hardware trends, smartphone launch analysis, as well as AR trends, based on CES 2018 held in Las Vegas in January 2018.Subscribers Only
Will clouds of consolidation rain on the semiconductor industry’s parade of innovation?January 19, 2018This past November Broadcom Limited submitted an unsolicited bid for rival semiconductor supplier Qualcomm in what would be the largest acquisition in semiconductor industry history. Broadcom offered to acquire Qualcomm for...
System-level RF solution at the forefront of Qualcomm’s increased RF front-end tractionJanuary 08, 2018Since the onset of LTE technology several years ago, one of the most critical attributes for the success of major smartphone RF component suppliers has been product portfolios that exhibit system-level expertise. For the most...
Huawei looks to grow its Mid-tier market share with the launch of the powerful Nova 2SDecember 14, 2017Huawei launched the Nova 2S on December 7th in Beijing. The phone is an update to the Nova 2, launched earlier in 2017. The device includes a host of trendy hardware features for devices in 2017.
Black Friday, Cyber Monday - Smartphones - 2017December 11, 2017The day after the Thanksgiving holiday in the United States, known as Black Friday, kicks off the shopping season towards the end of the year, followed by Cyber Monday on the Monday after Black Friday. As a segment, smartphones are not the focus of the promotional events during this weekend. The biggest deals focused on Buy-1-Get-1 and trade in offers for flagship devices like the new iPhones and Galaxy devices.Subscribers Only
Smartphone Sales - China’s Singles Day Shopping Festival - 2017December 05, 2017This brief report provides analysis on smartphone sales on China’s Singles Day shopping festival, which was initiated by Alibaba in 2009. Currently, it is now one of the biggest sales events in China.Subscribers Only
Strong Early iPhone X Adoption Positions Apple for Market LeadershipNovember 30, 2017In eight countries, iPhone X already amounts to over 2% of the iPhone active installed base just three weeks after iPhone X’s first availability. ...Subscribers Only
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...
The state of India’s smartphone market: highly competitive with great potentialNovember 17, 2017India is seen as the next driver of smartphone growth. This report provides analysis on (1) recent regulatory changes in India's smartphone industry; (2) the impact of the aggressive entry of Reliance Jio; (3) the performance and strategies of major OEMs; (4) our view of the market outlook and some caveats for smartphone OEMs.Subscribers Only
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
Antenna Tuning Impacts Entire Smartphone Ecosystem: Enabling a new wave of Innovation and seeding the 5G FutureNovember 02, 2017Over the past couple of years the smartphone has undergone many technological transitions. New technologies have emerged within the smartphone to help enable improved performance with longer battery...