Getting the Picture: What's Behind the Camera Phone Boom

• US consumer opinions about camera phones
• US early-adopter usage of camera phones
• A regional breakdown of camera phone shipments
• OEM market shares
• Handset revenue projections

Table
of Contents

• Executive Summary
  
  
  


• Methodology
  
  
  
  
  
  
  
  
  • Consumer
    Mobility Survey (CMS) Methodology
    
    
  
  
  • Technology
    Adoption Panel (TAP) Methodology
    
    
  
  
  • Other Sources
    
    
    
  
  
  
  
  
  


• Overview
  
  


• Consumers and
  Camera Phones
  
  
  
  
  
  • Camera Phone
    Penetration
    
    
  
  
  • Motorola Leads
    Among Respondents
    
    
  
  
  • Camera Phone
    Sweet Spot
    
    
  
  
  • Sprint PCS
    Tops Among Carriers
    
    
  
  
  • Carrier Stores
    Dominate Distribution
    
    
  
  
  • Replacement
    Cycle: One to Two Years
    
    
  
  
  • Spending Next
    Time
    
    
  
  
  • Spend More
    for Camera? Only Some Would
    
    
  
  
  • Strong Interest
    in 1- to 2-Megapixel Models
    
    
  
  
  • Willing to
    Spend More for Better Camera
    
    
  
  
  • Camcorder Phone
    Stirs Interest
    
    
  
  
  • Willing to
    Spend Some for Camcorder Phone
    
    
  
  
  • What to Do
    with Photos? Download to PC
    
    
  
  
  • Taking-Sending
    Photos: Not Yet a Big Deal
    
    
  
  
  • Demographics:
    Annual Income
    
    
  
  
  • Demographics:
    Age
    
    
  
  
  
  


• Early-Adopters
  and Camera Phones
  
  
  
  
  
  • Most Don't
    Have a Camera Phone
    
    
  
  
  • Occasional
    Usage
    
    
  
  
  • Camera Feature
    a No-Go for Some
    
    
  
  
  • Photo Satisfaction?
    So-so
    
    
  
  
  • Most Do Not
    Print Photos
    
    
  
  
  • Poor Quality
    Gets Blame for Not Printing Pics
    
    
  
  
  • Printing Frequency:
    Once a Month
    
    
  
  
  • Photo Purpose:
    Mainly Personal
    
    
    
    
    
    • Conclusions:
      
      
      
    
    
    
    
  
  
  
  


• Camera Phones:
  The Supply-Side
  
  
  
  
  
  • Shipment Forecast
    
    
    
  
  
  • Regional shipment
    forecast
    
    
  
  
  • Camera Phone
    Market Share
    
    
  
  
  
  




• Camera Phones:
  Resolution Forecast
  
  


• Revenue Forecast
  
  
  




• CMOS vs. CCD Image
  Sensors
  
  


• Camera Phone
  Eco-System
  
  
  
  
  
  
  
  • System Improvements
    
    
    
  
  
  • Remaining
    Challenges
    
    
  
  
  
  
  
  


• Camera Phone
  Models
  
  


• Summary
  
  

List
of Tables

• Table 1. Worldwide
  Camera Phone Shipment Forecast by Air Link (Units in Thousands)
  
  


• Table 2. Regional
  Camera Phone Shipment Forecast (Units in Thousands)
  
  


• Table 3. 2004 Worldwide
  Camera Phone Market Share (Units in Thousands)
  
  


• Table 4. Worldwide
  Camera Phone Shipment Forecast by Megapixel Level (Units in Thousands)
  
  
  


• Table 5. Average
  Manufacturer Revenue Forecast by Air Link (US$)
  
  


• Table 6. Worldwide
  Camera Phone Revenue Forecast (US$ in Thousands)
  
  


• Table 7. Worldwide
  CMOS and CCD Image Sensor Forecast for Camera Phones (Units in Thousands)
  
  
  


• Table 8. Forecast
  for Average Cost for Sending a Camera Phone Image (US $)

List
of Figures

• Figure 1. Worldwide
  Camera Phone Shipment Forecast (Units in Thousands)
  
  


• Figure 2. 14% of
  respondents had a camera phone
  
  


• Figure 3. Motorola
  had the highest penetration among camera phone respondents
  
  


• Figure 4. The sweet
  spot for camera phone pricing is from $50 to less than $150, according
  to respondents
  
  


• Figure 5. Nearly
  a third of respondents with camera phones had Sprint PCS as their wireless
  service provider
  
  


• Figure 6. Clearly,
  the majority of camera phones were purchased from a carrier's own store
  
  
  


• Figure 7. The largest
  segment of camera phone owners intends to buy their next wireless phone
  between one and two years from now
  
  


• Figure 8. The largest
  group of respondents intends to spend between $100 and $150 for their
  next wireless phone; nearly as many intend to pay nothing
  
  


• Figure 9. Nearly
  one quarter of respondents would spend more for a camera phone on their
  next wireless purchase
  
  


• Figure 10. More
  than 60% of respondents willing to spend extra for a cell phone would
  be extremely or very interested in a 1- or 2-megapixel embedded camera
  
  
  


• Figure 11. The
  largest group of respondents extremely or very interested in a 1- or
  2-megapixel camera phone would pay $25 to $50 for this capability
  
  


• Figure 12. Among
  respondents willing to pay extra for a camcorder phone, more than half
  were extremely or very interested in such a device
  
  


• Figure 13. A third
  of the respondents who were extremely or very interested in a camcorder
  phone would be willing to spend between $25 and $50 more for such a
  device
  
  


• Figure 14. The
  overwhelming favorite usage of photos or video clips was downloading
  and storing them on a PC or