The Future of Mobile Handsets

Acronyms

1. Executive Summary

2. Scope and Methodology

2.1 Scope

2.2 Additional Related Information

2.3 Methodology

2.3.1 Interviews

2.3.2 Additional Primary and Secondary Research

2.3.3 Trend Tracking

2.4 Target Audience

3. An Industry in Transition

3.1 Sales and Acquisitions

3.1.1 Siemens Handset Business Sale to BenQ

3.1.2 Motorola's Acquisition of Sendo Assets

3.1.3 UTStarcom's Acquisition of Audiovox's handset Business

3.1.4 Alcatel's Handset Business Sale to TCL

3.2 Mergers and Alliances

3.2.1 Nokia-Sanyo

3.2.2 NEC-Panasonic-Motorola

3.2.3 Motorola-NTT DoCoMo

3.2.4 Casio-Hitachi

3.2.5 Sagem-Ningo Bird and Sagem-Gradiente

3.3 Market Strategy

3.3.1 Staying the Course

3.3.2 Changing Directions

3.3.3 Scaling Back

3.3.4 Expanding Market Presence

3.3.5 Entering New Markets

4. The Makeover of the Mobile Handset

4.1 Evolutionary Trends

4.1.1 Convergence and Divergence

4.1.2 Role of Network Speeds

4.2 Mobile Phone Characteristics

4.2.1 Physical Appearance

4.2.2 Basic Capabilities

4.2.3 Ringtones

4.2.4 Music Players

4.2.4.1 MP3 Phones

4.2.4.2 iTunes

4.2.4.3 Windows Media Audio (WMA)

4.2.5 Game Consoles

4.2.6 Cameras and Camcorders

4.2.6.1 Cameraphones

4.2.6.2 Camcorder Video-capture

4.2.7 TV Phones

4.2.7.1 Digital Media Broadcasting

4.2.7.2 Integrated Services Digital Broadcasting

4.2.7.3 Digital Video Broadcasting

4.2.7.4 MediaFLO

4.2.8 Video Applications

4.2.8.1 Mobisodes

4.2.8.2 Video Calling

4.2.8.3 Video Sharing

4.2.9 Unlicensed Mobile Access Handsets

4.2.10 Wi-Fi-Enabled Handsets

4.2.11 Bluetooth-Enabled Handsets

4.2.12 Universal Plug and Play Handsets

4.2.13 Fashion Phones

4.2.14 Multimedia Messaging Service-Enabled Handsets

4.2.15 Home Networking Devices

4.2.16 Push-To-Talk Phones

4.2.17 Push-To-View and Push-To-All

4.2.18 FILE-VIEWER Phones

4.2.19 Phones with Hard Drives

4.2.20 Visual Caller ID

4.2.21 Fastap Keypad

4.2.22 3-D Movement Recognition

4.2.23 Security-Enabled Handsets

4.2.24 Handsets with Radio-Access

4.2.25 Handsets for Children, Elderly, and the Handicapped

4.3 Smartphones, PDAs, Converged Devices

4.3.1 Symbian OS

4.3.1.1 Series 60

4.3.1.2 UIQ

4.3.1.3 Symbian PoC Phones

4.3.2 Windows Mobile Devices

4.3.3 Palm OS Devices

4.3.4 BlackBerry Devices

4.3.5 Linux Devices

4.3.6 Smartphone Market Trends

5. THE Marketplace

5.1 Growth Factors

5.2 Global Handset Revenue

5.2.1 Vendor revenue

5.2.2 Vendor share

5.2.3 7-Year Revenue Forecast

5.2.4 Average Revenue per Device

5.2.5 Revenue per Device by Vendor

5.2.6 Quarterly Vendor Revenue

5.2.7 Quarterly Device Revenue by Vendor

5.3 Global Handset Shipments

5.3.1 7-Year Shipments Forecast

5.3.2 Annual Shipments by Vendor

5.3.3 Year-over-Year Growth

5.3.4 Quarterly Shipments

5.4 Regional Handset Shipments

5.4.1 Annual Shipment by Region

5.4.2 Market Growth by Region

5.5 Vendor Shipments by Region

5.5.1 Europe

5.5.2 Middle East & Africa

5.5.3 Japan

5.5.4 China

5.5.5 Asia-Pacific

5.5.6 North America

5.5.7 Latin America

5.6 Regional Shipments by Vendor

5.6.1 Nokia

5.6.2 Motorola

5.6.3 Samsung

5.6.4 LG Electronics

5.6.5 Sony Ericsson

5.6.6 BenQ - Siemens

5.6.7 Others

5.7 Global Shipments by Technology

5.7.1 Market Share by Technology

5.7.2 UMTS Handset Shipments

5.7.3 GSM Handset Shipments

5.7.4 CDMA Handset Shipments

5.7.5 Remaining Technologies' Handset Shipments

5.8 Global Technology Shipments by Vendor

5.8.1 CDMA Handset Shipments by Vendor

5.8.2 GSM Handset Shipments by Vendor

5.8.3 UMTS Handset Shipments by Vendor

5.9 Global Vendor Shipments by Technology

5.9.1 Nokia

5.9.2 Motorola

5.9.3 Samsung

5.9.4 LG

5.9.5 Sony Ericsson

5.9.6 BenQ-Siemens

5.9.7 Others

5.10 Mobile Handset Replacement Rate

6. Vendor Profiles

6.1 Nokia

6.1.1 Market Position

6.1.2 Market Strategy

6.1.3 Product Strategy

6.1.4 Model Types Shipped

6.2 Motorola

6.2.1 Market Position

6.2.2 Market Strategy

6.2.3 Product Strategy

6.2.4 Model Types Shipped

6.3 Samsung

6.3.1 Market Position

6.3.2 Market Strategy

6.3.3 Product Strategy

6.3.4 Model Types Shipped

6.4 LG Electronics

6.4.1 Market Position

6.4.2 Market Strategy

6.4.3 Product Strategy

6.4.4 Model Types Shipped

6.5 Sony Ericsson

6.5.1 Market Position

6.5.2 Market Strategy

6.5.3 Product Strategy

6.5.4 Model Types Shipped

7. Conclusions and Recommendations

7.1 Mobile Penetration Trends

7.2 Role of Network Speeds

7.2 Challenges Facing the Industry

7.3 Innovation as Market Driver

7.4 Emerging Developments

7.5 Recommendations

List of Tables

Table 1: Wi-Fi Standards and Data Rates

Table 2: Vendor Revenue and Handset Shipments - 2005

Table 3: Vendor Revenue and Handset Shipments - 2004

Table 4: Quarterly Revenue by Vendor - 2005

Table 5: Annual Revenue and Handset Shipments - 2004-2012

Table 6: Quarterly Revenue per Device Shipped

Table 7: Annual Handset Shipments by Vendor - 2004 & 2005

Table 8: Quarterly Handset Shipments by Vendor - 2005

Table 9: Handset Shipments and Market Share by Region - 2005

Table 10: Handset Shipments Forecasts by Region - 2005-2012

Table 11: European Handset Shipments by Vendor - 2005

Table 12: Middle East & Africa Handset Shipments by Vendor - 2005

Table 13: Japanese Handset Shipments by Vendor - 2005

Table 14: Chinese Handset Shipments by Vendor - 2005

Table 15: Asia-Pacific Handset Shipments by Vendor - 2005

Table 16: North American Handset Shipments by Vendor - 2005

Table 17: Latin American Handset Shipments by Vendor - 2005

Table 18: Nokia's Handset Shipments by Region

Table 19: Motorola's Handset Shipments by Region

Table 20: Samsung's Handset Shipments by Region

Table 21: LG's Handset Shipments by Region

Table 22: Sony Ericsson's Handset Shipments by Region

Table 23: BenQ-Siemens' Handset Shipments by Region

Table 24: Other Vendors' Handset Shipments by Region

Table 25: Handset Shipments by Technology - 2005-2012

Table 26: CDMA Handsets - Vendor Shipments and Market Share

Table 27: GSM Handsets - Vendor Shipments and Market Share

Table 28: UMTS Handsets - Vendor Shipments and Market Share

Table 29: Nokia Shipments Breakdown by Technology

Table 30: Motorola Shipments Breakdown by Technology

Table 31: Samsung Shipments Breakdown by Technology

Table 32: LG Shipments Breakdown by Technology

Table 33: Sony Ericsson Shipments Breakdown by Technology

Table 34: BenQ-Siemens Shipments Breakdown by Technology

Table 35: Other Vendors' Shipments Breakdown by Technology

Table 36: Replacement Rate and New Subscribers - 2005-2012

List of Figures

Figure 1: Handset Market Share by Vendor - 2005

Figure 2: Mobile Device Categories

Figure 3: Motorola's RAZR V3m

Figure 4: Sony Ericsson's W900 with Headset

Figure 5: Nokia's N-Gage QD

Figure 6: Samsung's SCH-V770

Figure 7: Motorola's O ROKR

Figure 8: LG's Migo

Figure 9: Handset Revenue by Vendor - 2005

Figure 10: Handset Revenue Market Share by Vendor - 2005

Figure 11: Handset Revenue by Vendor - 2004

Figure 12: Handset Revenue Market Share by Vendor - 2004

Figure 13: Handset Revenue Forecast - 2005-2012

Figure 14: Average Revenue per Device

Figure 15: Handset Shipments Forecast - 2005-2012

Figure 16: Handset Shipments by Vendor - 2005

Figure 17: Handset Shipments Market Share by Region - 2005

Figure 18: Handset Shipments Market Share by Region - 2012

Figure 19: Handset Shipments by Region - 2005-2012

Figure 20: European Handset Shipments Forecast - 2005-2012

Figure 21: Middle East & Africa Handset Shipments Forecast - 2005-2012

Figure 22: Japanese Handset Shipments Forecast - 2005-2012

Figure 23: Chinese Handset Shipments Forecast - 2005-2012

Figure 24: Asia-Pacific Handset Shipments Forecast - 2005-2012

Figure 25: North American Handset Shipments Forecast - 2005-2012

Figure 26: Latin American Handset Shipments Forecast - 2005-2012

Figure 27: Handset Shipments Market Share by Technology Family - 2005

Figure 28: Handset Shipments Market Share by Technology Family - 2012

Figure 29: Handset Shipments by Technology Family - 2005-2012

Figure 30: UMTS Handset Shipments - 2005-2010

Figure 31: GSM Family Handset Shipments - 2005-2010

Figure 32: CDMA Family Handset Shipments - 2005-2012

Figure 33: Handset Shipments by Other Technologies- 2005-2012

Figure 34: Handset Replacement Rate - 2005-2012