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.
The mobile handset market is very much recovering its old form. While 3Q-2009 results were down 6.5% year on year, 3Q-2009 was 8.3% up sequentially on 2Q-2009. 2Q-2009 was 5.3% up on 1Q-2009 and that sequential dynamic is more in keeping with the long-term seasonality of the mobile handset market. That bodes well for 4Q-2009. We should all be in for a festive 4Q-2009.