Indian SmartPhone Market Dominated and Run on Android

Android Dominates Indian SmartPhoneIndia 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…)

Google Play Store – Billion Dollar Business

Google Play Billion Dollar BusinessGoogle Play traction is finally becoming material for Google’s financials, driven by: 1) growth in the Android smartphone and tablet installed base, 2) improving Google Play app availability, discovery and monetization, 3) a growing media content library (and more content likely in the future), and 4) improving payments and technology infrastructure. While Android adoption has not contributed much to revenues so far, we expect Google Play gross sales to more than double in 2014 to $9bn, and Google Play to (more…)

Google’s India Vernacular for Android Very Soon; To get 1 Billion Indians Online

Google India Target 1 Billion IndiansSpeaking at the IIFL Investors Conference, Rajan Anandan, Managing Director, Google India said that Google’s basic objective in India is to get a billion people on the Internet. With smartphone base in India increasing rapidly, this is achievable quickly, as India is a unique country. Within two years, a majority of Internet users would be accessing the net only through their mobile. The biggest challenge and the biggest opportunity are in creating a vernacular user interface. (more…)

Google Other Vendors Ignoring India for SmartPhone Launch a Blunder – Big Leap

SmartPhone Market India Big LeapThe Indian Mobile Handset Market is set for a Big Leap in 2014. The handset market currently is almost entirely replacement market. Encouragingly, there appears to be a constant upgrade cycle toward smartphones and the company believes that over next three-four years, the feature phone segment is likely to diminish significantly.

e-commrerce Mobile Retailer Vs Store Retailing in India
Ecommerce companies, especially the ones with “marketplace” models, are currently the most aggressive on the ground. Organized retailers comprising national players like Mobile Store, Spice, Univercell, Reliance digital, Next, Hotspot, etc. and brand outlets (example Nokia Priority) are finding it hard to compete with the e-commerce retailers – e-bay, Flipkart, Amazon, Snapdeal, etc (more…)

HTC Caught on Wrong Foot as SmartPhne Market Shifts Focus to Low / Mid End Phones

HTC Mobile OneHTC 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…)