文档介绍：Smartphone and
Media Tablet
Being the
Terminals for the
puting
Tina Teng, Sr. Analyst, munications
07/13/2011
iSuppli History
• Founded in 1999
• Commences offering annual research subscriptions in 2001
• Establishes Teardown Analysis Services in 2002
• Assumes the globally-recognized position as the dominant source
for analysis on the electronics value chain in 2003
• Acquisitions
• 2000 – Stanford Resources, displays market research
• 2006 – Data Garage, Japan-centric semiconductor research
• 2008 – WTC, photovoltaic and nanotechnology (MEMS) market research
• 2008 – TRG, automotive infotainment and electronics research
• 2010 – Screen Digest, media markets research
• iSuppli acquired by IHS in November 2010
Copyright © 2011 IHS Inc. All Rights Reserved.
2
Agenda
• Industry update
• Smartphone projection and industry dynamics
• Sub categories of smartphones
• Media tablet projection
• Tier data plan encouraging the growth in puting
terminals
• Emerging features and capabilities in puting terminals
• Emerging roles in mobile OS platforms
Copyright © 2011 IHS Inc. All Rights Reserved. 3
Industry Update
• Total branded handset market showed strong seasonality with
million units in Q1 2011
• Quarterly smartphone shipment volume exceeded 100 million units in Q1
2011
• Fueled by low end smartphone
• ASP for branded handset has gone up for 3 quarters consecutively
• Increasing mix of high value smartphone
• % ASP growth in Q1 2011
• US operators introduced tiered data plan one following another
• 3 out of top 10 handset manufacturers are smartphone specific OEMs
• Started to see smartphones in the prepaid market in the US
• Affordable smartphones sold at full price without subsidy
• No contracts for the service
Copyright © 2011 IHS Inc. All Rights Reserved. 4
Smartphone Growth Explodes
2,000
1,800
1,600
of units) of 1,400
1,200
ULCH
mns
1,000 Entry Level
Feature Phone