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Mediatek continues to disrupt the Tablet markets: Strategic Analytics

Posted in Device Platforms, Mobile Devices and Company Updates by Manas Ganguly on October 17, 2013

4 months back i had blogged about How Mediatek (MTK) would disrupt tablet markets in SouthEast Asian Markets. According to the latest tablet CPU share report from Strategy Analytics, MediaTek is on a roll in the tablet space, now practically tied with Samsung as the second biggest supplier of tablet chipsets.

MTK

The global tablet processor market registered 46 percent year-on-year growth to reach USD 759 million in the second quarter. Apple still dominates the market with its A5 and A6X processors and it enjoyed a 34% revenue share in the second quarter. Samsung and MediaTek had about 10% each, although Samsung was in a slim lead. Marvell and Qualcomm also made some progress in Q2, while Intel and Nvidia are expected to gain share in the second half of the year.

MediaTek scored significant design-wins with Acer, Asus and Lenovo. MediaTek’s tactics of releasing stand-alone applications processors for the tablet market coupled with its reference design know-how have propelled its share to double-digits in the tablet applications processor market.

During Q2 2013, Marvell and Qualcomm also made good progress, thanks to their high-profile tablet design-wins. Strategy Analytics believes that Intel with its Bay Trail chip and NVIDIA with its Tegra 4 chip are also poised for tablet applications processor market share growth in the second half of 2013.

Strategy Analytics: Q2 smartphone market share

Posted in Industry updates by Manas Ganguly on August 2, 2013

Global smartphone shipments have galloped by 47% year on year (2013 versus 2012). Android captured 80% of these numbers – monopolizing the smartphone space. The Android growth is powered by its distribution across all smartphone OEMs (apart from Nokia), competitive licensing costs and a large eco-system of Apps and Auxiliary devices. Apple slipped to its worst performance in last 3 years where as Microsoft went up to its best performance in the last 3 years.

The story in numbers…

Strategy Analytics - Q2 2013

Apple’s line has been stagnant for a while and is wilting under the relentless Android attack. It all remains to be seen if the September 2013 launch of iPhone 5C and 5S will change the tack for Apple. The delay in adding to the product line is taking its toll on Apple – and Apple is seen to have frittered away a massive lead in technology and user experience. Unless iPhone 5C is able to ring in numbers and iPhone 5S places the proposition way and far beyond Samsung and Android, Apple’s Halo is on the wane by serious proportions

Microsoft is fairly constrained in terms of number of partners, a high license fee for hardware partners and support for high end Octa-core chipset devices. If Microsoft were to fix these issues, it could enable a better platform acceptance and it could go on to challenge Apple in the number 2 position in the Smartphone OS space.

Strategy Analytics- Android steam rolls in Q4, 2012

Posted in Industry updates by Manas Ganguly on January 29, 2013

According to Q4, 2012, Smartphone numbers by Strategy Analytics, Android is steam rolling competition in smartphones.

Android has registered a 38% QoQ growth in Q4 (2012 vs 2011)
Over CY2012, Android with 68.4% market share has powered the growth in smartphones at 42.7%

Android-Q4

While Apple holds its own (even while cutting down on its supply chain orders for panels and even though there is a pressure from players such as Samsung Galaxy SIII), the question that needs to be asked – is there any room left for Blackberry 10 to play catch up? I will wager a bet – BB10 will not make any difference!. Call that gutfeel!

Strategy Analytics: Apple maintains lead in Tablets. Android closes gap

Posted in Mobile Devices and Company Updates by Manas Ganguly on January 27, 2012

Apple ranks number one in terms of the global tablet shipments for the fourth quarter of 2011. 27 million tablet units were shipped in the fourth quarter of 2011. While the Apple iPad occupied a majority of the global market share with 58 percent, Android tablets recorded a 39 percent global share. Android captured a record 39 percent share of global tablet shipments in Q4 2011, rising from 29 percent a year earlier. Global Android tablet shipments tripled annually to 10.5 million units. iSuppli estimates Amazon Kindle fire to be the second biggest tablet maker with 3.9 million units which establishes it as 14.55% of the global tablet shipments.

Demand for slates has increased by 150 percent all over the world as compared to the figures that were recorded in the fourth quarter of 2010. 15.4 million iPads were retailed in Q4 2011. Even while there are many companies manufacturing tablets running on the Android OS, Apple has shown that its iPad, which has somewhat been the inspiration behind the whole tablet revolution, still maintains the top position.

Another interesting finding that emerged from this Strategy Analytics study is that the amount of tablets shipped globally in 2011 was 66.9 million which is a 260 percent leap from the 18.6 million figure registered in 2010.

The Global Tablets growth story (Strategy Analytics)

Posted in Industry updates, Mobile Computing by Manas Ganguly on October 25, 2011

According to a report released by Strategy Analytics, the Q3 2011 global tablet markets are now showing a shift from a Apple Monopoly to a Apple-Android Duopoly.Google’s Android-based tablets have gained market share in the iPad dominated tablet market during the third quarter of 2011. Samsung’s huge marketing effort behind its Galaxy tab series is finally beginning to pay off with Galaxy tablets currently accounting for 9% of the total tablet market.

The global tablet markets grew by 280% y-o-y in Q3. Android steamed the growth by a 440% growth wheras iPad clocked 161% growth. Consequently the iPad which dominated smartphone shipments in Q3 2010 with 96% market share is now on 66% share of the market and Android has 27% of the market.

There is reason to believe Android’s growth on tablets will continue to grow into 2012, as the introduction of Android 4.0 Ice Cream Sandwich could help tablet adoption among Android smartphone users.Amazon’s Kindle Fire will also drive Android tablet sales, estimating the company will sell more than 15 million units by 2013.

The catch in these statistics is that Android activations still lag iPad activations.The recently released Good Technology Device Activations Report for Q3 2011 shows that when it comes to tablets in business, enterprise users are clearly choosing iPad over the alternatives, noting “iOS tablets represent over 96 percent of total tablet activations”. Their graphic (below) also speaks volumes.

Android tablet activations remain in the realm of a rounding error compared to what we’re seeing with the iPad and iPad2.However the good news from Android from the same reserach source, Good technology, is that Android activations “steadily grew” during the quarter landing at an average of 29.2 percent while total net iOS activations fell from 78.7 percent in Q2 to 70.8 percent.

All this goes to say is that it is still early days for Tablets, Android and Apple (and possibly a missing Windows8). The markket is currently in the expanding mode and will continue to be so till 2015-16. Low cost constraint based innovation like the $35 Android tablet made by Datawind for India’s ministry of Human Resource Development will power penetration, reach and the mainstreaming of tablets as the next generationcomputing devices over the laptop (and possibly the smartphone).

Ahead! Ahoy! for tablets it is then.

Smartphone device market shares and profit shares

Posted in Industry updates, Mobile Devices and Company Updates by Manas Ganguly on August 1, 2011

Strategy Analytics in its AMJ (Q2) quarter has declared Apple to the king of the smartphone crown. Apple cornered 18% of the 110 million unit smartphone market which itself registered a 76% growth Y-o-Y.In Q1, 2011, Apple had become the world’s largest phone vendor in terms of revenue. Samsung scored a close no.2 even when it was expected by analysts to become the no.1 vendor. Samsung’s growth story has seen impressive success, and its shipments grew a huge 520 percent annually from 3.1 million smartphones in the year ago quarter.

The Apple wonder doesnot just stop there.. the 18% smartphone volume market share translates into 66% profit share of the mobile phones.(Base calculated is 365 million as per IDC numbers) To put it other way around, Apple which contributes 5.5% of mobile phones by volumes, takes a disproportionate 66% of the mobile phone industry profits. This is up against from 57% share of profits same time last year. This Q2,2011 quarter saw a slight sequential decline in overall profit for the mobile phones, but Nokia, Motorola, Sony-Ericsson and LG did not manage a profit from selling phones. Apple’s share is up from 57% in Q1 and 50% in Q3 and Q4. Samsung’s share went to 15%, though that’s not a peak level historically. In Q1 2008 the company was at 21%. RIM was at 11%, a level in a range that has been unchanged for three years. Finally, HTC captured 7.4%, a new high and an increase from 6% since last quarter.

Smartphones have become the primary driver of mobile phone vendor profitability, giving Apple a significant edge over most of the competition with its smartphone-only offerings.

Apple’s ability to out-innovate competition has been a key to its domination of the profit shares. Come October and one expects that iPhone5 and a low cost iPhone would add another dimension to Apple’s ability not only to exact high profit shares but also maintain its lead in the device volume shares.

Data courtesy: Strategy Analytics, IDC, Asymco

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