India is the world’s second-largest telecommunications market, with about one billion mobile subscribers. Handset shipments in India have been rising strongly, at a CAGR of 29% over the last year. India stood second in terms of total handset shipments, next only to China, in 2015.
India is also the largest feature-phone market in the world. Even though the market share of feature phones is declining, these low-cost phones still account for almost 55% of the overall mobile phone market. Out of the total smartphone market, 67% of devices shipped are priced under $200.
Smartphone shipment in India has been growing continuously and India is poised to surpass the United States to become the second largest smartphone market by 2018-19E. Currently India is the third largest smartphone market in the World. The biggest pie of the smartphone market lies (more…)
Reliance Jio has launched its LYF branded handsets through the Reliance Digital stores. We visited some of these stores to experience the phones and came back impressed. Key takeaways,
LYF handsets compare well with competition: and offer more quality features at lower prices. 4 models launched priced at ~Rs 6,500 (LYF Flame), ~Rs 15,000 (LYF Water 1/ Water 2) and ~Rs 24,000 (LYF Earth 1). We expect the models to be successful given high-end competitive features at lower price points. All four models offer : (1) seamless voice to video call switch facility, (2) multi-party video calling, (3) Wi-Fi calling support with uniform dialer.
Corning’s Gorilla glass provides good (more…)
Google highlighted 1B Android active users (vs. 583M last year), a 236% increase in app installs increased y/y, and Google Play Games is now the fastest growing mobile game network with over 100mn users. Since the last IO, Google has paid out more than $5B to app developers ($2.15bn to Google itself). Android tablet now accounts for 62% of global market share (ex-Kindle), up from 46% last year, while the Android One initiative will provide at scale, high quality and affordable smartphones to the next billion to emerging countries.
Android the OS for Internet Of Things
Google announced the highly anticipated Google Fit Platform, where Fit allows an app to go to Google to get all of users’ (more…)
Web Computing Giant Amazon’s smartphone (the Fire Phone) represents to us the latest in the shift of Internet companies to compete in smart hardware to not only improve their market shares but also to drive mobile e-commerce.
The long-awaited smartphone (under development since 2011) with a price of US$649 (32GB) without contract. The new phone is equipped with 1) a 4.7-inch display, 2) Qualcomm 4-core CPU and 3) most importantly, 3D camera modules that carry sets of four sensor cams plus 13MP/f2.0 normal cameras.
Amazon’s Game Changing Technology
According to Amazon, (more…)
S Mobility Limited [Spice], India’s leading mobile internet company, today launched Smart Flo Pace 3, the 5 inch slim capacitive touch screen smartphone, supported by Jellybean 4.2 and a 1.3 GHz Dual Core Processor.
Smart Flo Pace 3 (Mi-502n) features connectivity facility through EDGE/GPRS, Wi-Fi, Bluetooth, Micro USB and Proximity Sensors. Apps such as Hoopz, Nimbuzz and WhatsApp come pre-loaded on Spice Smart Flo Pace 3 and it also features a 3.5 mm universal jack for the best music (more…)
HTC is caught on the wrong foot due to the decelerating growth of the high-end smartphone market and HTC’s weak position in the mid-low-end market. HTC is still facing structural challenges from smartphone demand polarization and commodization. Competition could be more intense when high-end makers put more emphasis on mid/low-end products, and low-end makers seek for product upgrades.
HTC’s over-concentration on the new One model (other models are weaker than expected in terms of shipments) could cause high earnings risk for HTC. Now we believe that the risk could come earlier than expected as – high-end smartphone growth is decelerating recently, which will put HTC in a weak position as its product mix highly (more…)