Mobile Devices Annual Market Overview

Mobile Phones, UMDs, Cellular Modems, Consumer Electronics, and Emerging Mobile Services

As mobile devices continue to converge with consumer electronics, vendors find themselves (and their devices) locked in a battle over similar market segments, similar buyer demographics and similar product concepts. Mobile users have a wide choice of capable device types to fulfill their mobile communication and computing needs. This has made product differentiation as important across device class segments as it has always been within those segments.

This study highlights key device segment trends and market considerations across many mobile device categories including mobile handsets and handset accessories, Ultra Mobile PCs, Netbooks, Mobile Internet Devices (MIDs), cellular modems, WiMAX devices and consumer electronics. Since wireless connectivity continues to be incorporated into new device segments, the impact of emerging services and technologies is explored in relation to their market potential in mobile devices.

What Questions Does This Report Answer?

  • How do unit shipment and market revenue levels compare across the different mobile device classes?
  • What are the key drivers and barriers influencing the competing mobile device form factors?
  • What are the high-level business and technical issues facing each device class?
  • How is the mobile handset market segmented and what will be the future performance of each segment?
  • What is the market potential for Wi-Fi connectivity in mobile handset?
  • What are the specific market issues and trends facing the global smartphone segment?
  • What are the key issues facing mobile operators and handset vendors in developing environmentally sustainable handsets?
  • What are the trends influencing the entry level handset segment and what will be its proportion of the overall handset market?
  • What are the dynamics shaping the Ultra Mobile Device market?
  • What are the usage models and application scenarios for Netbooks?
  • What types of consumer electronic devices will be mobile-broadband enabled?
  • How will enabling consumer electronics with mobile broadband affect the market for other mobile devices?
  • How is the cellular modem market divided across its different form factors?
  • What are the hurdles faced by WiMAX and what will its impact be on mobile devices?

Who Needs This Report?

  • Mobile hardware vendors including handset manufacturers, consumer electronic vendors, laptop computer makers, modem vendors
  • Component suppliers
  • Silicon vendors
  • Mobile operators
  • Mobile platform and software vendors
  • Content service providers
  • Financial institutions and venture capitalists involved in mobile device and communications
  • Regulators
  • Intellectual property companies

Table of Contents

Executive Summary: Mobile Handset Top Line Forecast
Executive Summary: Mobile Handset Drivers & Barriers
Executive Summary: UMDs Top Line Forecast
Executive Summary: UMD Drivers & Barriers
Executive Summary: Cellular Modem Top Line Forecast
Executive Summary: Cellular Modem Drivers & Barriers
Executive Summary: Summary and Strategic Recommendations

Section 1.
Executive Summary
1.1. Introduction
1.2. Mobile Devices Overview
1.3. Mobile Handsets
1.3.1. Ultra Low-Cost Handsets
1.3.2. Low-Cost Handsets
1.3.3. Enhanced Handsets
1.3.4. Smartphones
1.3.5. Mobile Handsets - Forecast Summary
1.4. Ultra Mobile Devices
1.4.1. Ultra Mobile PCs
1.4.2. Mobile Internet Devices
1.4.3. Netbooks
1.4.4. Mobile Consumer Electronics
1.4.5. UMD-Class Processors and Platforms
1.4.6. Ultra Mobile Devices - Forecast Summary
1.5. Cellular Modems
1.5.1. Cellular Modems - Forecast Summary
1.6. Wireless Device Market Forecast Summary

Section 2.
Mobile Handset Market Overview
2.1. Mobile Handsets
2.1.1. Entry-Level Handsets

Section 3.
Smartphones
3.1. Smartphone Overview
3.2. Regional Shipment Forecasts
3.3. Shipment Forecast by OS Platform
3.3.1. Symbian
3.3.2. BlackBerry
3.3.3. Windows Mobile
3.3.4. Garnet (Palm OS)
3.3.5. webOS
3.3.6. Android
3.4. Markets
3.4.1. Business
3.4.2. Consumer
3.5. Critical Considerations
3.5.1. The Value of Software
3.5.2. Platform Fragmentation
3.5.3. 3G Coverage
3.5.4. Application Stores
3.5.5. MID as Competition

Section 4.
Wi-Fi Capable Handsets
4.1. Wi-Fi-Capable Handsets
4.1.1. Carrier Benefits
4.1.2. Consumer Benefits
4.1.3. Key Considerations

Section 5.
Green Handsets
5.1. Green Handset Overview
5.2. Market Demand
5.3. Key Legislation and Initiatives
5.3.1. RoHS and RoHS Development
5.3.2. WEEE Directive
5.3.3. IPP Pilot Project on Mobile Phones
5.3.4. Battery Directive 2006/66/EC
5.3.5. Green Handset Forecasts

Section 6.
GPS Capable Handsets
6.1. GPS Handset Overview
6.2. GPS Positioning Technology Overview
6.3. Evolving GPS Chipset Strategies
6.4. GPS-Enabled Location Methods
6.4.1. Autonomous GPS
6.4.2. Assisted GPS
6.4.3. Cell-ID
6.4.4. GSM Network Location Methods
6.4.5. CDMA Network Location Methods
6.5. Market Drivers and Barriers
6.5.1. Decreasing GPS Chipset Costs
6.5.2. Location-Based Third-Party Applications
6.5.3. GPS Handset Design Factors
6.6. GPS Handset Forecasts

Section 7.
Mobile Handset Accessories
7.1. Handset Accessories Overview
7.2. Critical Concerns
7.3. Forecast of Handset Accessories

Section 8.
Ultra-Mobile Devices
8.1. Ultra-Mobile PCs
8.1.1. Target Markets
8.1.2. Key Considerations
8.1.3. UMPC Forecasts
8.2. Netbooks
8.2.1. Interest in Netbooks
8.2.2. Netbook Subsidization
8.2.3. OS Choices and Instant-On Functionality
8.2.4. Netbook Forecasts
8.3. Mobile Internet Devices
8.3.1. Key Considerations
8.3.2. MID Market Forecasts
8.4. Mobile Consumer Electronics

Section 9.
Cellular Wireless Modems
9.1. Market Overview
9.2. Target Markets
9.3. Market Considerations
9.3.1. Wireless Broadband Pricing
9.3.2. Subsidization
9.3.3. Mobile Computer Adoption
9.3.4. Wi-Fi Networks
9.4. Cellular Modem Market Forecasts
9.4.1. Shipments by Form Factor
9.4.2. Regional Shipment Forecasts
9.4.3. Shipments by Air Interface
9.4.4. Revenues by Form Factor

Section 10.
WiMAX
10.1. Mobile WiMAX
10.1.1. Market Drivers
10.1.2. Market Barriers
10.1.3. Market Considerations
10.1.4. Mobile WiMAX Market Forecasts

Section 11.
Company Directory

Section 12.
Acronyms
Scope of Study
Sources and Methodology
Notes





Tables
  • Handset Shipments by Value Segment, World Market, Forecast: 2006 to 2014
  • Handset ASP by Value Segment, World Market, Forecast: 2006 to 2014
  • Handset Revenue by Value Segment, World Market, Forecast: 2006 to 2014
  • UMD Shipments by Segment, World Market, Forecast: 2006 to 2014
  • UMD ASP by Segments, World Market, Forecast: 2006 to 2014
  • UMD Revenue by Segments, World Market, Forecast: 2006 to 2014
  • WWAN Modem Shipments by Device Type, World Market, Forecast: 2007 to 2014
  • WWAN Modem Revenue by Device Type, World Market, Forecast: 2007 to 2014
  • WWAN Modem ASP by Device Type, World Market, Forecast: 2007 to 2014
  • Wireless Device Shipments by Device Type, World Market, Forecast: 2007 to 2014
  • Wireless Device Revenue by Device Type, World Market, Forecast: 2007 to 2014
  • Wireless Device ASP by Device Type, World Market, Forecast: 2007 to 2014
  • Annual Revenue Per Year Per User, Key Emerging Markets: 2008 to 2014
  • Smartphone Shipments by Regions, World Market, Forecast: 2008 to 2014
  • Smartphone Shipments by OS, World Market, Forecast: 2008 to 2014
  • Number of Applications by Platform, World Market, 2008 and 2009
  • Application Store Fronts, World Market : 2009
  • Wi-Fi Handset Shipments by Type, World Market, Forecast: 2008 to 2014
  • Dual-Mode (Cellular/Wi-Fi) Handsets by Value Segment, World Market, Forecast: 2008 to 2014
  • Dual-Mode (Cellular/Wi-Fi) Handsets by Platform, World Market, Forecast: 2008 to 2014
  • Green Handset Shipments, World Market, Forecast: 2009 to 2014
  • Recycled and Refurbished Handsets, World Market, Forecast: 2009 to 2014
  • Recycled Plastic Content in Handsets, World Market, Forecast: 2009 to 2014
  • GPS-Enabled Handset Shipments by Region, World Market, Forecast: 2008 to 2014
  • GPS-Enabled Handset Shipments by Airlink, World Market, Forecast: 2008 to 2014
  • GPS-Enabled Handset Shipments by Value Segment, World Market, Forecast: 2008 to 2014
  • Handset Accessory Shipments by Type, World Market, Forecast: 2008 to 2014
  • In-Box and Aftermarket Handset Accessory Revenues, World Market, Forecast: 2008 to 2014
  • UMPC Shipments by Region, World Market, Forecast: 2008 to 2014
  • UMPC Shipments by Platform, World Market, Forecast: 2008 to 2014
  • UMPC Shipments by OS, World Market, Forecast: 2008 to 2014
  • Netbook Shipments by Region, World Market, Forecast: 2009 to 2014
  • Netbook Shipments by Platform, World Market, Forecast: 2009 to 2014
  • Netbook Shipments by OS, World Market, Forecast: 2009 to 2014
  • Netbook Shipments by Distribution Channel, World Market, Forecast: 2009 to 2014
  • Netbook WWAN Attach Rates, World Market, Forecast: 2009 to 2014
  • MID Shipments by Region, World Market, Forecast: 2008 to 2014
  • MID Shipments by Micro-Segment, World Market, Forecast: 2008 to 2014
  • MID Shipment by Distribution Channel, World Market, Forecast: 2008 to 2014
  • Mobile CE Shipments by Device Type, World Market, Forecast: 2008 to 2014
  • Mobile CE ASP by Device Type, World Market, Forecast: 2008 to 2014
  • Mobile CE Shipments by Air Interface, World Market, Forecast: 2008 to 2014
  • Mobile Broadband Modem Shipments by Form Factor, World Market, Forecast: 2008 to 2014
  • Mobile Broadband Modem Shipments by Region, World Market, Forecast: 2008 to 2014
  • Mobile Broadband Modem Shipments by Air Interface, World Market, Forecast: 2008 to 2014
  • Mobile Broadband Modem Revenue by Form Factor, World Market, Forecast: 2008 to 2014
  • Mobile WiMAX Device Subscribers by Region, World Market, Forecast: 2009 to 2014
  • Mobile WiMAX Device Subscriber Revenue by Region, World Market, Forecast: 2009 to 2014
  • Mobile WiMAX Device Shipments by Device Type, World Market, Forecast: 2009 to 2014
  • Handset Shipments by Value Segment, World Market, Forecast: 2006 to 2014 (Millions)
  • Handset ASP by Value Segment, World Market, Forecast: 2006 to 2014 ($)
  • Handset Revenue by Value Segment, World Market, Forecast: 2006 to 2014 ($ Billions)
  • Ultra Mobile Device Shipments by Segment, World Market, Forecast: 2006 to 2014 (Millions)
  • Ultra Mobile Device ASP by Segments, World Market, Forecast: 2006 to 2014 ($)
  • Ultra Mobile Device Revenue by Segments, World Market, Forecast: 2006 to 2014 ($ Billions)
  • WWAN Modem Shipments by Device Type, World Market, Forecast: 2007 to 2014 (000s)
  • WWAN Modem Revenue by Device Type, World Market, Forecast: 2007 to 2014 ($ Millions)
  • WWAN Modem ASP by Device Type, World Market, Forecast: 2007 to 2014 ($)
  • Wireless Device Shipments by Device Type, World Market, Forecast: 2006 to 2014 (Millions)
  • Wireless Device Revenue by Device Type, World Market, Forecast: 2006 to 2014 (Millions)
  • Wireless Device ASP by Device Type, World Market, Forecast: 2006 to 2014 ($)
  • Annual Revenue per Year per User, Key Emerging Markets: 2008 to 2014 ($)
  • Smartphone Shipments by Regions, World Market, Forecast: 2008 to 2014 (Millions)
  • Smartphone Shipments by OS, World Market, Forecast: 2008 to 2014 (Millions / %)
  • Number of Applications by Platform, World Market, Forecast: 2008 to 2014 (000s)
  • Application Storefronts, World Market: 2009
  • Wi-Fi Handset Shipments by Type, World Market, Forecast: 2008 to 2014 (Millions)
  • Dual-Mode (Cellular/Wi-Fi) Handsets by Value Segment, World Market, Forecast: 2008 to 2014 (Millions)
  • Dual-Mode (Cellular/Wi-Fi) Handsets by Platform, World Market, Forecast: 2008 to 2014 (Millions)
  • Green Handset Shipments, World Market, Forecast: 2009 to 2014
  • Recycled and Refurbished Handsets, World Market, Forecast: 2009 to 2014
  • GPS-Enabled Handset Shipments by Airlink, World Market, Forecast: 2008 to 2014 (Millions) (This is Table 6-2 in the accompanying Excel deliverable.)
  • Handset Accessory Shipments by Type, World Market, Forecast: 2008 to 2014 (Millions)
  • In-Box and Aftermarket Handset Accessory Revenues, World Market, Forecast: 2008 to 2014 ($ Millions)
  • UMPC Shipments by Region, World Market, Forecast: 2008 to 2014 (Millions)
  • UMPC Shipments by Platform, World Market, Forecast: 2008 to 2014 (Millions)
  • UMPC Shipments by OS, World Market, Forecast: 2008 to 2014 (Millions)
  • Netbook Shipments by Region, World Market, Forecast: 2009 to 2014 (Millions)
  • Netbook Shipments by Platform, World Market, Forecast: 2009 to 2014 (Millions)
  • Netbook Shipments by OS, World Market, Forecast: 2009 to 2014 (Millions)
  • Netbook Shipments by Distribution Channel, World Market, Forecast: 2009 to 2014 (Millions)
  • Netbook WWAN Attach Rates, World Market, Forecast: 2008 to 2014 (Millions/%)
  • MID Shipments by Micro-Segment, World Market, Forecast: 2008 to 2014 (Millions) (Table 8-10 in the accompanying Excel deliverable)
  • MID Shipment by Distribution Channel, World Market, Forecast: 2008 to 2014 (Millions) (Table 8-11 in the accompanying Excel deliverable)
  • Mobile CE Shipments by Device Type, World Market, Forecast: 2009 to 2014 (Millions) (Table 8-12 in the accompanying Excel deliverable)
  • Mobile CE ASP by Device Type, World Market, Forecast: 2009 to 2014 ($) (Table 8-13 in the accompanying Excel deliverable)
  • Mobile CE Shipments by Air Interface, World Market, Forecast: 2009 to 2014 (Millions) (Table 8-14 in the accompanying Excel deliverable)
  • Mobile Broadband Modem Shipments by Form Factor, World Market, Forecast: 2008 to 2014 (Millions)
  • Mobile Broadband Modem Shipments by Region, World Market, Forecast: 2008 to 2014 (Millions)
  • Mobile Broadband Modem Shipments by Air Interface, World Market, Forecast: 2008 to 2014 (000s)
  • Mobile Broadband Modem Revenue by Form Factor, World Market, Forecast: 2008 to 2014 ($Millions)
  • Mobile WiMAX Device Subscribers by Region, World Market, Forecast: 2009 to 2014 (Millions)
  • Mobile WiMAX Device Subscriber Revenue by Region, World Market, Forecast: 2009 to 2014 ($ Millions)
  • Mobile WiMAX Device Shipments by Device Type, World Market, Forecast: 2009 to 2014 (Millions)

Charts
  • Consumer Green Handset Demand, US Market Survey Results : 2009
  • Consumer Green Operator Demand, US Market Survey Results : 2009
  • Consumer Interest in Netbooks, US Market Survey Results : 2009
  • Likely Software Application Usage in Netbooks, US Market Survey Results : 2009
  • Consumer Green Handset Demand, US Market Survey Results: 2009
  • Consumer Green Operator Demand, US Market Survey Results: 2009
  • Consumer Interest in Netbooks, US Market Survey Results: 2009
  • Likely Software Application Usage in Netbooks, US Market Survey Results: 2009
  • Handset Shipments by Value Segment: 2006 to 2014
  • UMD Shipments by Segment: 2008 to 2014
  • Cellular Modem Shipments by Device Type: 2006 to 2014

Figures
  • UMPC
  • MID
  • Netbook
  • Selected Mobile Broadband PCMCIA Cards, USB Modems, and Embedded Modules