How Whitebox and Emerging Markets Will Lead SmartPhone Sales Growth ?

WhiteBox SmartPhones in AsiaThe next leg of growth will be supported by emerging markets. This will drive a shift towards commoditisation and standardisation, facilitated by lower barriers to entry. With the whitebox market (no-brand) accounting for c21% of handset revenues in 2015 (up 2ppts from 2013), third place after Samsung’s 31% share and Apple’s 24%.

Analysts forecast for whitebox smartphones by 18%/40% for 2013/14 and also increased Average Selling Price [ASP] forecast by 19%/40%. We expect feature phones to account for only 4% of handset market revenues in 2015 with feature phones, driving (more…)