Now in its 9th edition,
Future Mobile Handsets is the definitive guide to the worldwide handsets market now, and over the next five years.
The market research report provides unrivalled coverage and in-depth analysis of mobile
handset device trends, highlighting the important role they will play in
supporting future generation wireless communications networks.
NEW IN THIS EDITION
9th Edition
- Detailed forecasts for 2.5G, 3G and now 3.5G handsets by region from 2007 - 2012 including: HSDPA, HSUPA, CDMA
1xEV-DO Rev A and CDMA 1xEV-DO Rev B
- New vendor profiles: Apple, HTC and Sagem plus updated profiles on the top 5 handset manufacturers: Nokia,
Motorola, Samsung, LG Electronics and Sony Ericsson analysing company performance, product portfolio and our
expert analysts insight
- Detailed analysis of market segmentation evolution and the emergence of new market segments including Mobile
Converged Devices and FMC handsets
- Handset average selling price (ASP) and bill of material (BOM) detailed analysis and forecasts to 2012 by
technology (2G, 2.5G, 3G, and 3.5G) and feature-set (from basic phones to high-end smartphones)
"The worldwide handset market has more than doubled in six short years,
reaching 975 million unit sales in 2006. Handsets sales are forecast to pass
the 1 billion mark for the first time in 2007, to reach an unprecedented 1.1 billion.
Over the next two years the handset industry will experience a period of increased
competition and lower margins." - David McQueen, Principal Analyst
Future Mobile Handsets provides a detailed evaluation of how players need to tackle key industry
challenges across each link in the technology value chain. It provides a comprehensive analysis of
markets across the world and technology evolution, with detailed five year forecasts for 2.5G, 3G and now
3.5G handsets from 2007 to 2012.
The report contains extensive market segmentation analysis and also provides in-depth discussions of the industry’s key issues,
including:
- manufacturing trends
- the importance of brand
- distribution and retail strategies
This research report delivers:
-In-depth analysis of advances in hardware technology and software solutions with further granularity, comparing different competing
technologies suitable for different market segments
-Extensive and detailed forecasts by region and by technology,along with roadmaps of industry developments throughout the
technology value chain. This report provides players with a complete picture, essential for making decisions over the next five years.
-Analysis and forecasts of key feature sets, such as cameras, music, video playback and Web 2.0, is included, while also examining future
developments such as digital broadcasting, WLAN and WiMAX
-Hardware technology analysis for both wireless solutions and mobile handset devices along the value chain from component to
system level
-Detailed assessments of cost, performance and power consumption
for different technologies and devices.
"A key factor of success in today’s mobile handset industry is having a broad, balanced product portfolio.
Cost control must also be a theme running throughout the complete lifecycle of a mobile handset,
from the product development and design stages, through to discontinuation. Increasing competition, the desire to sell
greater volumes at the low end, and the reducing costs of technologies has begun the erosion of vendor
average selling prices. In light of this, the leading handset vendors are now looking to revise their business
models, seeking to diversify their revenue streams." - David McQueen, Author.
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Table of Contents
Future Mobile Handsets Market Research: Table of Contents
CHAPTER 1
EXECUTIVE SUMMARY
CHAPTER 2
INTRODUCTION TO THE MOBILE
COMMUNICATIONS INDUSTRY
Cellular network technologies
Digital 2G Networks
Digital 2.5G Networks
Digital 3G Networks
Digital 3.5G Networks
Future network developments
Subscriber forecasts
Regional mobile subscriber analysis
North America
Latin America
Asia Pacific
Europe
Africa & the Middle East
Prepaid services
Mobile data users
Mobile data services market
CHAPTER 3
HANDSET MARKET TRENDS & OUTLOOK
Handset market overview
Key market drivers
Mobile handset market analysis
Regional Handset Market Analysis
North America
Latin America
Asia Pacific
Europe
Africa & the Middle East
Mobile handset market analysis by technology
GSM family
CDMA family
Replacement handset markets
The second-hand handset market
CHAPTER 4
HANDSET VALUE CHAIN AND PRODUCTION
Evolution of the mobile handset value chain
Relationships within the value web
Areas of influence and convergence in the value web
Vendor differentiation
Technology leadership
The importance of brand
Handset manufacturing trends
The ODM market
Case study: Compal Communications
EMS providers
Case study: Foxconn International
Case study: Flextronics
Design houses
Production
Quality control processes
Qualification
Just-in-time supply
Mobile device management
Interoperability
Handset distribution & retail
Handset distribution
Retail subsidies and total cost of ownership
CHAPTER 5
MARKET SEGMENTATION
Network operator segmentation
Segmenting by technology
Basic phones
Low-feature phones
Feature-rich handsets
Smartphones
Future technology segmentation
Other connected computing devices
Segmentation by price
Segmentation by income
Lifestyle market segments
Leisure segment
Enterprise segment
Design segment
Demographic influenced handsets
Multifunction segment
Major vendor segmentation strategies
Nokia
Motorola
Samsung
Sony Ericsson
LG
CHAPTER 6
HANDSET VENDOR STRATEGIES
Introduction
ASP analysis
Market share & competitive landscape consolidation
Vendor profiles
Nokia
Company overview
Product portfolio
Strategy
Motorola
Samsung
LG Electronics
Sony Ericsson
Other significant players
Apple
BenQ
HTC
Huawei
Kyocera
NEC
Panasonic Mobile Communications
ZTE
CHAPTER 7
HANDSET FEATURES
Overview
Handset feature sets
Messaging
Mobile imaging
Camera handsets
Mobile video
Mobile broadcast television
Mobile audio
Application platforms
Mobile Java
Binary Runtime Environment for Wireless (BREW)
Adobe Flash Lite handsets
External memory
PANs
Multi mode handsets
WLAN
WiMAX
Positioning and location-based services
CHAPTER 8
OPERATING SYSTEMS, USER INTERFACES AND BROWSERS
Mobile OS market and technologies
OS market segmentation
Symbian OS
Microsoft Windows Mobile (WM)
Linux OS
OS opportunities in the mobile handset market
Market segmentation of OSs
Market forecasts by OS type
Open OS forecasts by region
UI and OTA provisioning
Device customisation and the role of UI
Dynamic UI and OTA provisioning, upgrade and repair.
Data input/output methods
Browser technologies unified messaging
Chapter 9
HANDSET DEVICES AND HARDWARE
TECHNOLOGY
Introduction
Processing technology
The need to compromise between performance, power consumption and cost
Applications processors
Multimedia accelerators and co-processors
Digital signal processing (DSP)
Mobile wireless modems, and chipsets
RF and related components
Digital baseband and multimedia processors, from modular to single chip approach
Evolution of the wireless modem in a single-chip
Market forecasts for wireless modem processors
Case studies: chipset manufacturers
Qualcomm
Texas Instruments
Ericsson Mobile Platforms
Infineon
Freescale
Broadcom
NXP
Memory technology
Embedded storage
RAM memory
Screen technology
Market forecasts by colour depth and by market segment
Market forecasts by resolution and market segment
Battery technologies and power management
Introduction
Smart battery designs
Market forecasts by battery capacity
Power management systems
CHAPTER 10
STRATEGIC OUTLOOK & CHALLENGES
Market Outlook
Future mobile handsets
Design, form factors & features
Concept designs
Bill of materials (BOM) and average selling prices (ASP)
Informa terminology and methodology
Factors influencing handsets manufacturing
Trends in controlling the device cost
Average hardware & software requirements by market segment
The bill of materials and manufacturing costs
Main factors influencing BOM
Trends in BOM by market segment
Forecasts for average BOM for basic phones, feature phones and smartphones
Trends in BOM by access technology
Forecasts for average BOM for 2G, 2.5G, 3G, and 3.5G handsets
ASP analysis by feature set, wireless technology and region
Competition and its effect on mobile handset ASP
Trends and forecasts of ASP by market segment and wireless technology
Handset sales distribution as a function of handset prices
Mobile handset ASP by market segment from basic phones to smartphones
Mobile handset ASP by wireless access network from 2G to 3.5G ASP regional forecasts and analysis
Low-cost handsets from ULC to value featurephones and smartphones
Market overview
The rationale behind the low-cost rush
Forecasts for minimum BOM and ASP by feature sets
Mobile Cellular Network Evolution 3.9G or Long Term Evolution
HSPA evolution
UMB
4G
Disruptive network technologies
WiMAX
WiBRO
FLASH-OFDM
Mobile broadcast systems
DVB-H
MediaFLO
Convergence
Contents correct at tome of print
KEY FORECASTS 2007- 2012
KEY QUESTIONS ANSWERED IN THIS REPORT
Fully revised and updated edition containing over 400 pages
Companies examined in the research:
Access
Apple
BenQ
Broadcom
Compal
Communications
Ericsson Mobile
Platform
Flextronics
Foxconn
International
Freescale
HTC
Huawei
Infineon
Kyocera
LG Electronics
Linux OS
Microsoft WM
Motorola
NEC
Nokia
NXP
Panasonic Mobile
Communications
Pantech & Curitel
Qualcomm
Sagem
Samsung
Sony Ericsson
Symbian OS
Texas Instruments
ZTE
NEW EXCLUSIVE 2007 INDUSTRY SURVEY
Future Mobile Handests 9th edition includes the results of a recent
extensive survey amongst key global vendors and operators. The results
are integrated throughout the report, ensuring that the information you
receive is entirely unbiased and based on current industry opinion.
SURVEY RESPONDENTS BY COMPANY TYPE
Mobile subscribers (m), by region and network technology
Mobile data users as percentage of subscribers, by region
Mobile handset sales (m), by:
- region and network technology
- network technology grouping
- technology segmentation
- chipset embedded and by process speed
- embedded storage memory footprint (m units)
- RAM memory footprint (million units)
- number of display colours
- display resolution
- battery capacity (m units)
Worldwide handset sales bywireless network technology including:
- WCDMA
- HSDPA
- CDMA EV-DO
- CDMA EV-DO Rev A
- CDMA EV-DO Rev B
Worldwide handset sales by feature set including:
- Cameraphones
- Mobile video
- Mobile music (MP3/AAC)
- Java
- BREW
- Flash Lite
- Bluetooth
- Dual-mode WLAN
- Dual-mode WIMAX
Replacement handsets sales in year as a percentage of total handset sales, by region, 2007-2012
Handset features penetration, 2001-2012
BroadcastTVhandsets sales, by technology
Handset sales featuring external memory slot, by standard
Smartphone sales, by OS and segment by region
OpenOS handset sales (m), by OS type
Average hardware requirements by mobile market segment
BOMs andASPs by market segment and by wireless network technology
Minimumselling price (MSP) by device category from basic phones to smartphones
ASP forecasts by region
Handset sales by price category
ASP for 2G, 2.5G, 3Gand 3.5Ghandsets, average across all ranges vs low-end points
What are the key network technologies and how are they being implemented globally?
What size is the addressable market (i.e. subscriber forecasts)?
How large is the market for handsets?
What are the major trends in handsets?
What are the key handsets segments and features?
Who are the major players in the handsets value chain and what are the successful strategies?
How much of the market will smartphones account for?
What is the effect of open source on the mobile terminal software industry?
What key hardware and software trends will shape the industry?
What are the future trends in handset ASPs and cost?
How will convergence and disruptive networks affect the handsets industry?
ABOUT THE AUTHORS OF THIS MARKET RESEARCH:
DAVID MCQUEEN
David focuses on mobile handset developments and vendor strategies worldwide. Over the past 5 years he has
built up an in-depth knowledge of the market developing in-house original online research amongst Informa Telecoms
& Media’s extensive team of telecoms professionals.
David has 12 years experience in the telecoms research and consulting sector
and has gained first hand experience in the handset markets’ needs and
requirements. At Informa Telecoms & Media, David is the lead author on a range
of strategic reports including: Future Mobile Handsets, Mobile Application Platforms
and Operating Systems, and Mobile TV.
David is a frequent speaker and chair at international conferences and has given many presentations on current trends and
future development of mobile handsets and devices.
GAVIN BYRNE
Gavin works at Informa Telecoms & Media as a Research Analyst, looking at mobile
handsets and devices. With over six years’ experience in research, competitive
intelligence and benchmarking within the telecoms and IT sectors, he has provided
comment to industry leading publications, contributed to a number of analytical
newsletters and authored or co-authored several strategic reports. Gavin holds an
honours degree in European Business Administration.
MALIK KAMAL-SAADI
Dr Malik Kamal-Saadi is a Principal Analyst at Informa Telecoms & Media. He
has planned, authored and co-authored many Informa Telecoms & Media reports,
including Mobile Applications Platforms & Operating Systems, Open Source
in the mobile market, Future Mobile Broadband, Mobile VoIP, IP Multimedia
Systems (IMS), Mobile Converged Devices, Future Mobile Computing,
and Metropolitan Area Networks and Switching Technologies.
Malik has considerable experience in the telecommunications industry, focusing on the
development of related technologies and markets. He has also played a key role
in a number of European and Government projects. Malik has a PhD degree from
Groupe d’Etude des Semiconducteurs (GES, France), specialising in Semiconductor
Devices and Materials, Design and Engineering.
Dr Malik Kamal-Saadi is a Principal Analyst at Informa Telecoms & Media. He
has planned, authored and co-authored many Informa Telecoms & Media reports,
including Mobile Applications Platforms
WHO SHOULD READ THIS REPORT:
HANDSET VENDORS
Benefit from complete analysis of the global mobile handset market
Investigate new technologies and revenue streams
Track the current position and performance of your competitors
OPERATORS
Understand how the mobile handset market is developing
Discover where your company can profit from new opportunities, current successes and potential partnerships
COMPONENT MANUFACTURERS
Use detailed forecasts for handset components to drive your business forward
Base future decisions on accurate data and independent analysis from leading industry experts
APPLICATION AND CONTENT PROVIDERS
Gain an unparalleled understanding of how mobile technologies and handsets will develop
Assess the impact that this will have on the services you currently provide, and those you may offer in the future
CONSULTANTS, ANALYSTS AND FINANCIAL ORGANISATIONS
Develop a thorough understanding of the workings of the global mobile handset industry
Base future investments and recommendations on unbiased, unique analysis and primary data
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