- Handset shipments to reach close to half a billion units for the Q4 2013 quarter (Growth 1% YoY)
- Smartphone shipments crossed 300 million units for the first time = The total smartphone shipped in entire 2010 (Growth 34% YoY.)
- Demand across North America remained soft while markets such as India saw healthy demand.
- Our Market Pulse data suggests healthy sell-out volumes for Apple, Nokia, LG but Samsung, ZTE and some others are showing signs of inventory build-up which could affect their Q1'13 performance
Overall Mobile Phones
- Alcatel One Touch closing on in for the fourth spot in global mobile phone rankings. Almost tied at 4% share with Huawei & LG. It still has robust feature phone business and growing smartphone volumes unlike LG & Huawei, North America market growth the key.
- Samsung almost peaking in the mobile phone market with flat annual growth and down sequentially from a peak. Feature phone volumes declining & smartphones under pressure
- Nokia down 24% annually as feature phone volumes continue to slide due to Android onslaught in sub $100 segment & smartphones not offsetting the decline
- Huawei about to peak in mobile phones as feature phones almost vanishing with gaining strong smartphone share in China, Latin America but postpaid markets growth softer
- LG's next target would be to cross 20 million per quarter mark, for that it needs to solve its weakening position in Asia, the high growth region
Source: Market Monitor
- Samsung leads the pack shipping more smartphones than the next top three OEMs combined but growth is past peak as Apple is attacking in premium-tier and Chinese OEMs in low-tier segments
- Apple registered highest ever iPhone shipments the overall marketshare dipped as Apple grew below the market average due to focus in a stagnant premium-tier. Apple still can expand its share in premium segment over the next three to four quarters capturing lion share of industry profits
- Huawei maintained its third spot in global smartphone rankings with a flat marketshare. Moving up the tier increasing its ASP will be the key goal as well with its "affordable premium" strategy
- LG was the fastest growing OEM among the top 5 smartphone brands as the L-series helped expand volumes and rising G-series high-to-premium tier improve its top-line
- Nokia shipped 8.2 million Lumias but grew below the market average and the volumes were flat sequentially. The momentum has been slowed down due to absence of sub-$100, multi-SIM & killer premium smartphone models to succeed in important markets such as China & US respectively.