Future Mobile Handsets (8th Edition)

• Detailed, independent forecasts to 2011: updated, revised and new forecasts for the global mobile handset market
• Trend analysis: learn from the detailed analysis included in this report and decide where to invest for the most profitable returns
• Feature set penetration: discover which features are the most popular in order to take advantage of niche markets or invest in growing markets
• Technology roadmaps and analysis: see where the market is heading at a glance, where the opportunities and challenges lie and adjust your strategies accordingly
• Case studies: gain an in-depth view of the current market players and learn from their successes
• Future outlook: an investigation into whether and how the market can sustain the levels of growth seen in previous years.

• Detailed bill of material (BOM) and average selling price (ASP) forecasts: extensive analysis on cost of different components including RF/IF, baseband, display battery, software and IPRs
• Chipsets integration versus design flexibility, and the limitations of chipsets
• Hardware fragmentation and the need for component standardisation
• Hardware requirements in different market segments from basic phones to feature phones and smartphones
• Evaluation of manufacturing value chain and strategies, including the move to outsourced manufacture with added focus on original design manufacturers (ODMs) and trends in production
• After 3G - the next generation of networks including analysis of HSDPA and Flash OFDM, and how they could revolutionise the market

CHAPTER 1: EXECUTIVE SUMMARY

CHAPTER 2: INTRODUCTION TO THE MOBILE COMMUNICATIONS INDUSTRY

Cellular network technologies:

Analogue networks

Advanced Mobile Phone System (AMPS)

Total Access Communications System (TACS)

Nordic Mobile Telephone (NMT)

Cellular Digital Packet Data (CDPD)

Digital networks

2G Networks

2.5G Networks

3G Networks

3.5G Networks

HSDPA

HSUPA

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 applications market

Mobile services market development

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 in the value web

Operator consolidation & strategy

Customisation

Links with OS providers

Vendor differentiation

Technology leadership

The importance of brand

Handset manufacturing trends

The ODM market

EMS providers

-Design houses

Production:

Quality control processes

Qualification

Just-in-time supply

Interoperability

Include FOTA and firmware updates stuff

Handset distribution & retail

Handset distribution

Retail

Subsidies and TCO

CHAPTER 5: MARKET SEGMENTATION

Handset segmentation

Mobile operator segmentation

Segmenting by technology

Basic voice and data.

Low-feature phones

Music entertainment

Feature-rich handsets

Smartphones

Other connected computing devices

Lifestyle market segments

Multi-function segment

Entertainment segment

Youth segment

Fashion segment

Enterprise segment

Vendor segmentation strategies

Nokia

Motorola

Samsung

LG

Sony Ericsson

BenQ Mobile

CHAPTER 6: HANDSET VENDOR STRATEGIES

Market share

Vendor profiles

Nokia

Motorola

Samsung

BenQ Siemens

LG Electronics

Sony Ericsson

‘Top six’ vendors - competitive analysis (GB/DL)

Other players

CHAPTER 7: HANDSET FEATURES

Overview

Feature set roadmap

Handset feature sets

Messaging

Mobile imaging

Mobile audio

Application platforms

External memory (GB/DL)

Bluetooth

Wireless local area network (WLAN)

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

Linux: Access Palmsource

SavaJe

OS opportunities in the mobile handset market

Market segmentation of OSs

Market forecasts by OS type.

Open OS forecasts

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

CHAPTER 9: HANDSET DEVICES & HARDWARE TECHNOLOGY (MS/DL)

Introduction

Processing technology (MS)

The need to compromise between performance and power consumption

Applications processors

Multimedia accelerators

Digital signal processing (DSP)

Processing designs, integration versus modular approach.

Separate modem and applications processor

-Integrated modem and application processor in a SoC

Separate modem and multimedia accelerators

Processors, technology cycles and upgrades

Support of peripherals and additional features

Interoperability issues and application portability

Market forecasts for processors in the mobile handset market.

RISC processors (million units), 2004-2010

Market in basic phones

Market in low-feature phones

Market in feature-rich phones

Market in low-end smartphones.

Market in high-end smartphones

Mobile wireless communications components, modules and platforms

Different approaches for future generation handsets.

Radio frequency and multiband/multimode support

Chipset and wireless module market

Opportunities

Issues

Chipset and wireless modules - market evolution and challenges

Assembly (wireless modules) versus integration (chipsets)

CDMA chipsets

WCDMA chipsets

The role of RD in reducing time-to-market

Memory technology (DL)

Embedded storage.

Embedded storage evolution in the handset market, 2004-2010.

Flash memory and enabling technology

The role of semiconductor technology evolution.

Hard drive memory

RAM memory

Technology overview

Static RAM (SRAM)

Pseudo static RAM (PSRAM)

Mobile DRAM, mobile SDRAM and mobile DDR SDRAM

Mobile RAM industry roadmap and forecasts by technology and by memory footprint

Magnetic RAM - the long-term future of memory

Screen technology (DL)

Market forecasts by colour depth and by market segment

Market forecasts by resolution and market segment

Enabling technologies

LCD technologies

Polymer-based technology

Other technologies

Dual screens for clamshell and sliding-bar devices

Imaging technologies (MS/DL)

Cameraphones - technology overview

Higher number of pixels - the answer for high quality pictures?

Other factors influencing picture quality

Opportunities and challenges facing CCD and CMOS

Battery technologies (MS)

What do handset manufacturers need from battery makers?

Nickel cadmium and nickel metal hydride

Lithium-ion technology

Lithium-polymer technology

Lithium-sulphur and sulphur-polymer technologies

Metal air cell technology

Fuel cell technology

Photovoltaic-based technology

Smart battery designs

Market forecasts by battery capacity and opportunities for different technologies.

Power management systems

CHAPTER 10: STRATEGIC OUTLOOK & CHALLENGES (GB/MS/DL)

Future mobile handsets (GB)

Design, form factors & features

Next-generation and 3G devices

Concept designs

BoMs and ASPs (MS)

Handset average sale price breakdown

Effect of segmentation on manufacturing cost and hardware requirements

The bill of materials and manufacturing costs

Average sale price (ASP) analysis

Subsidies

Next-generation cellular networks (DM)

Beyond 3G networks

Disruptive network technologies

Broadcast networks