Following up on the previous Market Monitor report for Q4 2014, please find the next latest research from Counterpoint breaking down the quarterly handset shipments by different cellular air-interface technologies (e.g. LTE, WCDMA, TD-SCDMA, etc.) for 65 OEMs covering majority of the global handset volumes.
Summary of the report
• Global handset shipments grew 12% annually crossing half a billion units for the first time ever in a quarter
• LTE was the fastest growing segment as the total demand more than doubled compared to last year and crossing 180 million units in a quarter for the first time ever. In total, 468 million LTE phones were shipped in the full year 2014
• LTE became the number one cellular access technology in mobile phones as it surpassed WCDMA/UMTS/HSPA as well as the shrinking 2G GSM segment
• One in three phones sold globally now is a LTE capable phone
• This means LTE technology is quickly becoming a de-facto standard in mobile handsets and will become more ubiquitous with scale, trickling down the price-tiers and proliferating faster than any advanced technology ever
• This also opens up plethora of opportunities for all the players in value chain from component suppliers to manufacturers to operators to app, content and services providers to drive highly-connected use-cases, form-factors and greater on-device usage
• China & US were the biggest markets driving LTE shipment volumes with a combined share of almost 60% of the total LTE phones shipped globally during the quarter
• Apple was the leading LTE phone supplier with rising demand for its iPhones, one in three LTE phone on the planet was an iPhone
• Apple & Samsung together captured more than half of the global LTE segment volumes down from three-fourth of the combined share in Q4 2013, as Chinese brands are taking share away from incumbents in the high growth China LTE market
• In TD-SCDMA segment, Chinese OEMs (Huawei, Xiaomi. Lenovo and others) dominated with 86% during the quarter, the TD-LTE landscape could look similar three years from now as Chinese brands begin to ramp up further with an all-LTE portfolio and dominate bulk of the China LTE market
• In 3G UMTS/WCDMA segment, Samsung was the leading supplier in Q4 2014 with 22% share followed by Alcatel, Microsoft and others