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Infonetics Research Report Highlights
Tuesday, November 3, 2009
Infonetics Research (http://twitter.com/infonetics) released its biannual Mobile/WiFi Phones and Subscribers report and new Fixed and Mobile Subscribers report. Market highlights follow.
Smartphone sales to overtake standard mobile phones by 2012
ANALYST NOTE
“Smartphones are on track to post a 14.5% increase in the number of units sold worldwide in 2009, and a 21% compound annual growth rate from 2008 to 2013, significantly better than other mobile phone segments. While smartphone revenue is expected to dip in 2009 mainly due to price erosion and lower-ARPU units coming to market, we expect it to pick up in 2010 and continue growing, easily outstripping the combined revenue of standard mobile phones by 2012," predicts Richard Webb, directing analyst for mobile devices.
MARKET HIGHLIGHTS
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Despite an estimated 10% increase in the number of worldwide mobile and WiFi phones sold the second half of 2009, a 9% revenue decline is expected due to downward price pressure
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1.1 billion mobile phones are forecast to be sold in 2009 worldwide
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Smartphones account for an increasing percentage of total mobile phone revenue, driven in part by accelerating HSPA deployments in North America, Western Europe, and developed Asia Pacific countries
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Nokia maintained its clear leadership of total mobile phone market share in the first half of 2009
REPORT SYNOPSIS
Infonetics’ mobile and WiFi phones report features customizable pivot tables and provides worldwide and regional market size, market share, analysis, and forecasts through 2013 for 3G and LTE smartphones, standard mobile phones (GSM, W-CDMA, CDMA, CDMA2000), dual mode cellular/WiFi phones, enterprise single-mode WiFi phones, and mobile subscribers.
Companies tracked include Apple, Cisco, D-Link, HTC, Huawei, LG, Motorola, NETGEAR, Nokia, Polycom, RIM, Samsung, Sony-Ericsson, Vocera, ZTE and others.
Smartphone operating systems tracked include Android, BlackBerry, iPhone, Linux, Palm, Symbian, and Windows Mobile. The report includes select pivot tables.
Mobile subscribers to hit 5.9 billion in 2013, driven by
China, India, Africa
ANALYST NOTE
“The global recession did not prevent people from using communication services, but it clearly accelerated the pace of wireline-to-mobile substitution. China, which had half a billion mobile subscribers in 2008, and India together make Asia Pacific the world’s largest mobile subscriber region, now and into the future. The EMEA region is next, with strong growth driven by Africa. Mobile subscriptions will continue to grow strongly over at least the next five years, driven mainly by basic voice service needs in these regions, particularly in BRIC countries (Brazil, Russia, India, and China),” projects Stéphane Téral, principal analyst for mobile and FMC infrastructure.
FIXED AND MOBILE SUBSCRIBERS MARKET HIGHLIGHTS
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There were nearly 4 times more mobile subscribers than access line subscribers worldwide in 2008 (3.9 billion vs. 1 billion)
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The number of mobile subscribers grew 17.4% in 2008 over 2007, while access line subscribers declined 5.5%
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Access lines are disappearing fastest in North America and China, due to the move to fixed-to-mobile substitutions, the switch from copper to fiber lines, and the recession, during which many people ditch their landlines and keep only their mobile or smartphone
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The number of worldwide mobile subscribers will reach 5.9 billion by 2013
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The number of PON FTTH subscribers worldwide is expected to soar at a compound annual growth rate of 32% from 2008 to 2013
REPORT SYNOPSIS
Infonetics’ report provides worldwide and regional market size and forecasts through 2013 for access lines and fixed and mobile subscribers, including cable broadband, DSL, PON and Ethernet FTTH, residential and SOHO VoIP, IPTV, cable video, satellite video, mobile (GSM, W-CDMA, TD-SCDMA, cdmaOne, CDMA2000), cellular mobile broadband (W-CDMA/HSPA, CDMA2000/EV-DO, LTE, phone-based, PC-based), mobile video (DVB-H, DVB-SH, 3G/MBMS/TdTV, FLO, CMMB, other), WiMAX and WiMAX VoIP (802.16e, 802.16d), fixed mobile convergence (FMC), and IMS subscribers. See report prospectus on Infonetics’ online portal for details.
The report includes customizable pivot charts and analysis comparing subscriber types, regional service provider subscriber highlights, fundamental drivers of the market, technology developments, excerpts from Infonetics’ service provider capex reports, and analysis of overall market conditions for service providers, enterprises, subscribers, and the global economy.
CONFERENCE CALL FOR CLIENTS with Principal Analyst Stéphane Téral
UPCOMING RESEARCH
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