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  • Membership Wearables & Devices Sector

    The Wearables and Devices sector delivers detailed analysis of the smartphone, tablet, and wearables industries with research extending from the underpinning enabling technologies implemented in future mobile devices to the demand and supply dynamics at work in the world’s markets. While these mobile devices create the largest global consumer electronics market, providing myriad opportunities, it also provides some of the toughest challenges for vendors as segments of the market mature. To counter this development, the practice provides an understanding of the next phase of growth in the mobile devices sector utilizing key segmentations, market data, and forecasts. Essential research areas to aid this understanding includes enterprise applications, mobile broadband adoption, the effects of new developing business models, demand shifts to the replacement market, the transformative impact of core enabling technologies (such as flexible displays, energy harvesting, array cameras, and smart biometrics), and new revenue opportunities in modular devices and smart accessories.

    Research

    ABI Insight

    Seeing the Bigger Picture of SoftBank’s Potential Acquisition of ARM Holdings

    3Q 2016

    A number of SoftBank’s investors took umbrage with its CEO, Masayoshi Son, when SoftBank announced it would acquire ARM Holdings, the UK firm behind the ARM application processor architectures. Semiconductor vendors such as Qualcomm, Samsung, Apple, etc., then use the ARM chipset architectures and/or the processor instruction set to mass produce APUs that power more than 95% of the world’s handset and smartphones. Despite ARM’s dominance in one of the world’s most important industries (ICT), SoftBank’s shares dropped 10% in trading on Tuesday, July 19, 2016. Why the bolt for the exits by investors?

    News

    Analysts

    Jonathan Collins

    Research Director

    David McQueen

    Research Director

    Marina Lu

    Senior Analyst

    Ryan Martin

    Senior Analyst

    Stephanie Lawrence

    Research Analyst