Riding the Growth Curve: Annual Mobile Handset Forecast

The worldwide handset business is riding a growth curve this year, as manufacturers seek to fill surging demand for new mobile phones in both emerging markets and mature ones.

Shipments will grow nearly 11% in 2004, according to this new report from In-Stat/MDR.

In the new report "Riding the Growth Curve: Annual Mobile Handset Forecast," In-Stat/MDR forecasts shipments of 591 million units.

Also, mobile phone manufacturers will generate more than $89 billion in revenue this year.

Some of the key drivers for this growth include:

• Growing demand from emerging markets, such as India
• New camera phones with 1- and 2-megapixel resolutions
• Strong replacement rates in mature markets
• Strong demand for mid-tier models, and flip phones

Other metrics included in the report are: vendor market share and five-year forecasts by region, and by air-link.

If you need to know what's happening in the mobile phone business, this report is a must-have tool.

Executive Summary

Methodology

Overview

Shipments by Geographic Region

Subscribers: Substantial Growth Worldwide

Replacement

The Americas

North America

Latin America and the Caribbean

The Americas Total

EMEA (Europe, Middle East, Africa)

Western Europe

Eastern Europe

European Total

Middle East

Africa

Europe, Middle East, Africa (EMEA) Total

Asia-Pacific (excluding Japan)

Japan

Worldwide Total Shipment Forecast

Key Drivers, Segments, Shares

Camera phones

Smartphones

OS Wars: Symbian Winning

Emerging Markets

India Roars

Manufacturer Market Shares

Handset Technology Forecast

GSM/GPRS/EDGE

CDMA

Handset Revenue

Average Manufacturer Revenue

Revenue by Geographic Region

The Americas

North America

Latin America and the Caribbean

The Americas Total

EMEA (Europe, Middle East, Africa)

Western Europe

Eastern Europe

European Total

Middle East

Africa

EMEA Total

Asia-Pacific (excluding Japan)

Japan

Worldwide Total Handset Revenue Forecast

Summary

Handset Vendors

LG Electronics 3

Motorola

Nokia

Samsung

Siemens

Sony Ericsson

List of Tables

Table 1. Worldwide Annual Handset Shipment Forecast (Units in Millions)

Table 2. Subscriber Forecast by Region (in Thousands)

Table 3. Net New Subscriber Forecast by Region (in Thousands)

Table 4. North America Handset Shipment Forecast (Units in Thousands)

Table 5. Latin America Handset Shipment Forecast (Units in Thousands)

Table 6. The Americas Handset Shipment Forecast (Units in Thousands)

Table 7. Western Europe Handset Shipment Forecast (Units in Thousands)

Table 8. Eastern Europe Handset Shipment Forecast (Units in Thousands)

Table 9. Europe Handset Shipment Forecast (Units in Thousands)

Table 10. Middle East Handset Shipment Forecast (Units in Thousands)

Table 11. Africa Handset Shipment Forecast (Units in Thousands)

Table 12. EMEA Handset Shipment Forecast (Units in Thousands)

Table 13. Asia-Pacific (excluding Japan) Handset Shipment Forecast (Units in Thousands)

Table 14. Japan Handset Shipment Forecast (Units in Thousands)

Table 15. Worldwide Handset Shipment Forecast (Units in Thousands)

Table 16. Worldwide Camera Phone Handset Shipment Forecast (Units in Thousands)

Table 17. Worldwide Smartphone Handset Shipment Forecast (Units in Thousands)

Table 18. China Handset Shipment Forecast (Units in Thousands)

Table 19. India Handset Shipment Forecast (Units in Thousands)

Table 20. 2004 Handset Vendor Market Share Forecast (Units in Thousands)

Table 21. Worldwide GSM/GPRS/EDGE Handset Shipment Forecast (Units in Thousands)

Table 22. Worldwide CDMA/WCDMA Handset Shipment Forecast (Units in Thousands)

Table 23. Average Manufacturer Revenue per Handset (US$)

Table 24. North America Handset Revenue Forecast (US$ x 1,000)

Table 25. Latin America Handset Revenue Forecast (US$ x 1,000)

Table 26. The Americas Handset Revenue Forecast (US$ x 1,000)

Table 27. Western Europe Handset Revenue Forecast (US$ x 1,000)

Table 28. Eastern Europe Handset Revenue Forecast (US$ x 1,000)

Table 29. Europe Total Handset Revenue Forecast (US$ x 1,000)

Table 30. Middle East Handset Revenue Forecast (US$ x 1,000)

Table 31. Africa Handset Revenue Forecast (US$ x 1,000)

Table 32. EMEA Total Handset Revenue Forecast (US$ x 1,000)

Table 33. Asia-Pacific (excluding Japan) Handset Revenue Forecast (US$ x 1,000)

Table 34. Japan Handset Revenue Forecast (US$ x 1,000)

Table 35. Worldwide Handset Revenue Forecast (US$ x 1,000)

List of Figures

Figure 1. Areas Covered in This Report

Figure 2. The Americas Handset Shipment Forecast (Units in Thousands)

Figure 3. Europe Handset Shipment Forecast (Units in Thousands)

Figure 4. EMEA Handset Shipment Forecast (Units in Thousands)

Figure 5. Worldwide Handset Shipment Forecast (Units in Thousands)

Figure 6. The Americas Handset Revenue Forecast (US$ x 1,000)

Figure 7. Europe Total Handset Revenue Forecast (US$ x 1,000)

Figure 8. EMEA Total Handset Revenue Forecast (US$ x 1,000)

Figure 9. Worldwide Handset Revenue Forecast (US$ x 1,000)