This report provides an overview of the next generation of mobile devices market, analyzing both technological evolutions and their associated uses, as well as their impact on the platform-based economy.
It delivers innovation case studies, mobile device market data (in volume and value) for mobile handsets and tablets, along with an analysis of stakeholders’ roadmaps and strategies.

Key questions

• Who are the main players in today’s mobile device value chain? How are they positioned in the market?
• What are top device manufacturers’ strategies? What are their particular strengths and weaknesses?
• Which innovations are going to shape the mobile device market 5 to 10 years from now? What are the core technical challenges involved?
• What will the next generation device economy look like? Which role for mobile network operators in a platform-based economy?
> The report ships with a slideshow & a database including: - Data & forecasts for tablets, mobile phones & smartphones (shipments 2007-2016 by country & region) - Manufacturer market shares and shipments (volume & revenues) by region and consolidated (2007-2011 by quarter)

Table Of Contents


Contents

1. Executive Summary 7
Key lessons 7
2. Methodology 10
1/ A multidisciplinary team of full-time consultants, specialised by business sector . 10
2/ Primary and secondary research . 10
3/ An integrated information centre sustained by a number of tools and proprietary
databases 10
4/ Contents of published reports 10
5/ Market assessment and forecasts . 11
6/ Scope definition . 11
3. Market structure and key factors of the mobile device . 12
3.1 The mobile device value chain 13
3.1.1 Semiconductor and component manufacturers 13
Processors . 15
Connectivity . 16
Geolocation 17
Display . 18
Memory and storage 19
Sensors 20
3.1.2 Software layers and OS Vendors . 22
3.1.3 ODM, EMS and OEM . 23
Electronic Manufacturing Services (EMS) 23
Overview of ODM (Original Design Manufacturer) . 23
3.1.4 Application storefronts and developers 23
Handset manufacturers and Internet giants . 24
Mobile network operators . 25
3.2 Current market estimates and forecasts . 26
3.2.1 The chipset market 26
3.2.2 The Phone market . 29
3.2.3 The Tablet market 31
3.3 Player strategies 32
3.3.1 Chipset manufacturer strategies 32
Qualcomm 32
Intel Mobile Communication (Infineon) . 33
ST-Ericsson . 35
ICERA (now part of NVIDIA) 36
3.3.2 Device manufacturer strategies . 38
Samsung 38
Apple 40
HTC . 42
General information . 42
ZTE 43
Huawei . 44
Nokia 45
Motorola . 47
LG 49
RIM 50
4. Trends in the future of mobile devices . 52
4.1 Hardware evolution 52
4.1.1 Miniaturisation of components . 52
4.1.2 Form factor to stay firm 52
4.1.3 Development of rugged devices . 56
4.1.4 Wearable computing, sensors and complementary devices 57
UP by Jawbone: use of a standalone accelerometer . 58
Basis, the watch with five sensors . 59
4.2 Software, services and developing uses . 60
4.2.1 Social networks, the Internet of things and augmented reality . 60
4.2.2 Artificial Intelligence and data aggregation 61
4.2.3 Technology dissolution and natural user interfaces . 61
4.2.4 Cloud services and new connected devices 63
4.3 Economic developments . 63
4.3.1 Economies of scale and increased smartphone penetration: devices for everyone . 63
4.3.2 Business and niche products available to the masses . 63
4.3.3 Differentiation opportunities in the platform economy 64
5. Challenges and uncertainties for the economy of the Next Generation Device 66
5.1 Technical challenges . 66
5.1.1 Battery life 66
5.1.2 Antenna design 69
5.1.3 Availability of components 70
5.1.4 Support of legacy circuit-switched services over All-IP networks . 70
5.2 Interoperability and fragmentation issues . 70
5.2.1 Spectrum fragmentation . 70
New mobile spectrum for LTE deployments. 71
Frequency bands for LTE: the fragmentation risk and consequences . 72
5.2.2 Hardware fragmentation 73
5.2.3 OS fragmentation . 74
5.2.4 App store fragmentation . 74
5.3 Patent issues . 76
5.4 Mobile Network Operator strategies 79
5.4.1 Devices and differentiation among network operators . 79
5.4.2 To subsidising the device further: a good or a bad idea? . 80
5.4.3 Which way restrictions? . 80

Tables

Table 1: Presence of semiconductor companies in the Value Chain 14
Table 2: Preliminary worldwide ranking of the Top 20 suppliers of semiconductors in 2011 14
Table 3: Connectivity technologies . 17
Table 4: Summary of geolocation technologies 18
Table 5: Recapitulation of sensors and the applications they enable . 21
Table 6 Application storefront segmentation . 24
Table 7: Comparison of main features of application storefronts . 24
Table 8: Detailed examples of Mobile Network Operator application storefronts . 26
Table 9: Major baseband vendors ranked by their main focus . 27
Table 10: Overview of chipset vendor strengths and weaknesses . 27
Table 11: Mobile phone market forecasts 29
Table 12: Tablet market shipment forecasts (‘000) 31
Table 13: Main LTE frequency bands by geographical area - May 2012 . 71
Table 14: Most likely bands for LTE international roaming . 72

Figures

Figure 1: Mobile devices technologies presentation 12
Figure 2: Mobile device value chain 13
Figure 3: From Discrete components to System On Chip . 15
Figure 4: GPS chip market share 17
Figure 5: Alliances in the display industry 19
Figure 6: Memory capabilities of smartphones 20
Figure 7: Top MEMS foundries 21
Figure 8: Mobile software submarkets . 22
Figure 9: Acquisition timeline . 28
Figure 10: Smartphone market shares 30
Figure 11: Mobile handset market shares by vendor in volume, 2007- 2011 30
Figure 12: Worldwide Tablet sales 32
Figure 13: Qualcomm baseband roadmap 33
Figure 14: Intel smartphone application processor roadmap as seen by SemiAccurate . 34
Figure 15: ST Ericsson baseband portfolio . 36
Figure 16: ICERA baseband portfolio 37
Figure 17: Samsung Galaxy SIII, Galaxy Note and Galaxy Tab 39
Figure 18: Apple iPhone 4S, iCloud and iPad . 41
Figure 19: HTC One range of devices and HTC Flyer . 43
Figure 20: ZTE Era quadcore smartphone powered by the NVIDIA Tegra 3 platform and NVIDIA
ICERA 450 baseband and ZTE Light tablet 44
Figure 21: Nokia Lumia 900 LTE smartphone and Nokia 808 Pureview with a 41MP camera 46
Figure 22: Motorola Actv smart watch, Droid Razzr maxx and Xoom 2 tablet . 48
Figure 23: LG Optimus 4x, LG Optimus 3D max and LG Optimus Vu tablet . 50
Figure 24: RIM Playbook tablet powered by QNX . 51
Figure 25: Smartphone, Galaxy Note and Tablets 53
Figure 26: Smart watch from Italian company I'm Watch: . 54
Figure 27: Samsung flexible OLED screen and the Nokia Morph concept phone . 54
Figure 28: Reckon Instrument outdoor system and Samsung OLED transparent display prototype . 55
Figure 29: Apple Macbook Air Unibody chassis 56
Figure 30: The Fujitsu IS12T rugged Windows smartphone distributed by KDDI in Japan . 56
Figure 31: The Nest remote controlled ‘learning thermostat’ . 57
Figure 32: The Belkin Wemo smartphone-compatible home control switch 57
Figure 33: The UP by Jawbone analyses sleep cycles and activity throughout the day 59
Figure 34: Concept that combines facial recognition, augmented reality and social media . 60
Figure 35: Evolution of user interfaces 62
Figure 36: SIRI: combining voice recognition and artificial intelligence . 62
Figure 37: Find my friends feature for iOS 5, to help organise meet-ups 64
Figure 38: Garmin’s GPS Chirp geo-caching beacon sold in sporting goods stores . 64
Figure 39: Swelling effect: Lithium imide versus Lithium Polymer batteries 67
Figure 40: Wysips transparent photovoltaic surface demonstrated at CTIA 2011 . 67
Figure 41: nPower PEG use kinetic energy to charge devices 68
Figure 42: Duracell Powermat wireless charging card. 68
Figure 43: Number of bands used for each RAN technology in FDD mode 69
Figure 44: Samsung Galaxy SIII design analysis 77
Figure 45: Ranking of patent deposit by company in 2011 78
Figure 46: The smartphone at the centre of a more complex ecosystem with increased connectivity? 81

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