Summarizing the landscape in Q2 2014 below:
- Global handset shipments grew 6% annually, highest growth in over last 10 quarters thanks to ramping 3G/4G smartphone demand globally
- LTE was the fastest growing segment registering 83% annual growth and shipments reaching roughly 91 million units during the quarter
- LTE segment is now bigger than CDMA and TD-SCDMA combined and could overtake the shrinking 2G GSM segment over the next few quarters as the number two cellular-access technology behind 3G UMTS/WCDMA/HSPA
- Apple is dominating the high-value LTE segment with portfolio now tending towards an all-LTE portfolio with a 30% share in Q2 2014 helped by generous operator subsidies
- Apple is closely followed by Samsung with LTE now trickling down to sub US$150 wholesale models such as Galaxy Core.
- Apple & Samsung together captured 57% of the global LTE segment volumes down from 69% in Q1 2014 as brands such as LG, Coolpad and others ramped up LTE smartphone in their portfolio targeting ramping LTE volumes in US, Europe and China
- USA & China remained the top LTE countries contributing to more than half of the global LTE shipments
- On the other hand, LTE volumes in China are rising rapidly (we have updated our Q1 2014 LTE volumes in China) as barrage of LTE capable models from Tier-1 to small local OEMs started hitting the market in late March. The second quarter volumes reached roughly 24 million units i.e. almost 21% of the total mobile phone volumes in China
- In TD-SCDMA segment, Chinese OEMs (Huawei, Xiaomi and Lenovo) dominated with a combined share of more than 55% during the quarter
- Chinese OEMs together captured more than 87% of the TD-SCDMA market in Q2 2014 targeting with mass-market portfolio which could mean that history might repeat itself once again as TD-LTE market matures in China, Chinese vendors will possibly edge out international vendors. Coolpad is already the number one LTE smartphone supplier in China in Q2 2014 surpassing Samsung
- In 3G UMTS/WCDMA segment, Samsung dominated in Q2 2014 with 28% share followed by Nokia, Huawei, Xiaomi, Alcatel One Touch and others
- In the shrinking 2G GSM segment, Nokia dominates followed by Samsung, Alcatel One Touch, Micromax and long tail of microvendors from Asia supplying feature phones and low-end smartphones to India, Latin America and Middle East Africa.
- In the CDMA segment, Samsung leads followed by Huawei, Coolpad ZTE and Apple. Almost 67% of the global CDMA volumes now comes from China.
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