November handset sell through improved again as demand grew 4% compared to last year. US, Japan, Latin America and Europe were strong but China still weak. The excess inventory problem eased a bit, but still remains to some extent. This might be a signal to a weak Q1.
Smartphones accounted for more than 63% of the market. Android’s share reached 80% as local smartphone vendors (so-called micro vendors) had a terrific month. iOS achieved a 14% share, while Windows Phone was at just 4% share.
Smartphones successfully countered Apple's iPhone 5S with the new Galaxy Note III in many developed markets, but again was out-flanked by numerous local brands in the Emerging markets including China. Nokia's smartphone sales continued to grow – though more slowly in November...
< Table of Contents >
- Key Tekeaways
- Monthly Topic
- Snapshot of US Black Friday sales
- The Market
- Market Sizing - Demand and Supply
- O/S landscape
- Market by Price band
- Competitive Landscape
- Country Analysis: US/China/Korea/Japan
- Market share by Price band
- Vendor Analysis: revenue structures
- Features and Specs
- Hardware trends and feature adoption rates
- Average feature sets
- Vendor market share by feature set
- Hit model lists for major vendors, globally
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