SMARTPHONE MARKETS AND TECHNOLOGIES

SMARTPHONE MARKETS AND TECHNOLOGIES INDEX Index Table of Contents Table of Contents... i List of Figures... vi Executive summary...1 1 Mobile handsets and smartphones...3 1.1 Overview of handset segments...3 1.1.1 Main handset segments...4 1.1.2 Popular handset categories and form factors...4 1.2 Introduction to smartphones...5 1.2.1 Smartphone operating system technologies...6 1.2.2 Proliferation of smartphone operating systems...6 1.2.3 Growing end-user demand for smartphones...8 1.2.4 Mobile network operators show interest in smartphones and apps...9 1.2.5 Application stores provide a new channel to the market for developers...9 1.3 Smartphone trends...11 1.3.1 Evolution of smartphone ecosystems...11 1.3.2 Evolution of smartphone input mechanisms and user interfaces...13 1.3.3 High-end smartphones challenge PCs...14 1.3.4 Best selling smartphones in 2010...16 2 Smartphone operating systems...19 2.1 The Android platform...20 2.1.1 Android OS versions and features...20 2.1.2 Android development tools...21 2.2 BlackBerry OS...22 2.2.1 BlackBerry OS versions...22 2.2.2 BlackBerry OS development tools...22 2.3 ios...23 2.3.1 ios versions and features...23 2.3.2 ios development tools...24 STRATEGIC NGT RESEARCH SERIES i

INDEX SMARTPHONE MARKETS AND TECHNOLOGIES 2.4 MeeGo...25 2.4.1 Linux distribution with support for multiple portable and connected devices...25 2.4.2 Application development frameworks and tools...25 2.5 Microsoft operating systems for handsets...26 2.5.1 Windows Mobile to be consigned to niche markets...26 2.5.2 Windows Phone 7 increases focus on consumer devices...27 2.5.3 Development tools for Windows Phone 7...27 2.6 Symbian...28 2.6.1 Current Symbian versions...29 2.6.2 Symbian transitions to a continuous improvement model...29 2.7 WebOS...30 2.7.1 WebOS versions...30 2.7.2 WebOS development tools...30 2.8 Other handset operating systems...31 2.8.1 Brew MP...31 2.8.2 Samsung s Bada platform...32 2.8.3 LiMo Platform...33 3 Application stores...35 3.1 Overview of application stores...35 3.1.1 Vendor independent application stores target multiple platforms...35 3.1.2 Application store revenues...36 3.2 OS developer application stores...37 3.2.1 Android Market...37 3.2.2 Windows Marketplace for Mobile and Windows Phone Marketplace...37 3.3 Device vendor application stores...38 3.3.1 The Apple App Store...38 3.3.2 BlackBerry App World...39 3.3.3 HP App Catalog...40 3.3.4 Motorola Shop4apps...40 3.3.5 Nokia Ovi Store...40 3.3.6 Samsung Apps...41 3.3.7 LG Application Store...41 ii STRATEGIC RESEARCH SERIES NGT RESEARCH SERIES

SMARTPHONE MARKETS AND TECHNOLOGIES INDEX 3.3.8 Sony Ericsson PlayNow Arena...41 3.4 Operator application stores...42 3.4.1 The Wholesale Application Community...43 3.4.2 AT&T AppCenter...43 3.4.3 China Mobile Market...43 3.4.4 Orange Application Shop...44 3.4.5 Verizon V CAST Apps...44 3.4.6 Vodafone 360 Shop...44 4 Handset hardware platforms...45 4.1 Overview of handset hardware platforms...45 4.1.1 Handset hardware components...45 4.1.2 Wireless connectivity technologies...46 4.2 Mobile application processor technologies...47 4.2.1 Smartphones are the new battleground between ARM and x86 processors...47 4.2.2 Discrete application processors power high-end smartphones...48 4.2.3 Integrated communication processors enable cost efficient devices...49 4.3 The handset chipset industry...50 4.3.1 Industry consolidation continues...52 4.3.2 Handset baseband vendors...52 4.3.3 Connectivity chipset vendors...53 4.3.4 Sensor IC vendors...54 4.4 Cellular connectivity and handset platform vendors...55 4.4.1 Broadcom...56 4.4.2 Freescale Semiconductor...57 4.4.3 Intel...57 4.4.4 Marvell...58 4.4.5 MediaTek...59 4.4.6 Nvidia...60 4.4.7 Qualcomm...60 4.4.8 Renesas Electronics...62 4.4.9 ST-Ericsson...63 4.4.10 Texas Instruments...65 STRATEGIC NGT RESEARCH SERIES iii

INDEX SMARTPHONE MARKETS AND TECHNOLOGIES 5 Handset manufacturers...67 5.1 The handset market in 2010...67 5.1.1 Device shipments reach new record...68 5.1.2 Smartphone sales drive handset revenues to an all-time high...68 5.2 Nokia...70 5.2.1 Device portfolio...71 5.2.2 Market analysis...72 5.3 Research In Motion...73 5.3.1 Device portfolio...73 5.3.2 Market analysis...74 5.4 Apple...75 5.4.1 Device portfolio...75 5.4.2 Market analysis...75 5.5 HTC...76 5.5.1 Device portfolio...76 5.5.2 Market analysis...78 5.6 Samsung Electronics...79 5.6.1 Device portfolio...80 5.6.2 Market analysis...81 5.7 Motorola...82 5.7.1 Device portfolio...82 5.7.2 Market analysis...84 5.8 Sony Ericsson...84 5.8.1 Device portfolio...84 5.8.2 Market analysis...86 5.9 LG Electronics...87 5.9.1 Device portfolio...87 5.9.2 Market Analysis...88 5.10 Second tier smartphone vendors...89 5.10.1 Acer...89 5.10.2 Dell...90 5.10.3 Fujitsu Toshiba Mobile Communications...90 iv STRATEGIC RESEARCH SERIES NGT RESEARCH SERIES

SMARTPHONE MARKETS AND TECHNOLOGIES INDEX 5.10.4 Hewlett Packard...91 5.10.5 Huawei...92 5.10.6 Kyocera Sanyo Telecom...93 5.10.7 Lenovo Mobile Communications...93 5.10.8 NEC Casio Mobile Communications...94 5.10.9 Panasonic Mobile Communications...94 5.10.10 Pantech...94 5.10.11 Sharp...95 5.10.12 TCL Communication...96 5.10.13 ZTE...96 6 Market trends and forecasts...97 6.1 Market trends...97 6.1.1 Changing demands reshapes the wireless chipset industry...97 6.1.2 Focus on smartphones among vendors and operators is accelerating...98 6.1.3 Web technologies will eventually overtake native applications...98 6.1.4 Smartphone operating systems are becoming ecosystems...99 6.2 Smartphone shipments and market shares... 101 6.2.1 Handset shipments by segment... 101 6.2.2 Smartphone shipments by geography... 102 6.2.3 Smartphone shipments by OS... 103 6.2.4 Smartphone shipments by vendor... 105 6.3 Handset shipment forecasts... 106 6.3.1 Handset shipment forecasts by primary access technology... 106 6.3.2 Handset shipment forecasts by feature and price segment... 107 6.3.3 Smartphone shipment forecasts by segment... 108 6.3.4 Smartphone shipment forecasts by region... 108 6.3.5 Smartphone shipment forecasts by operating system... 109 Glossary... 111 STRATEGIC NGT RESEARCH SERIES v

INDEX SMARTPHONE MARKETS AND TECHNOLOGIES Index List of Figures Figure 1.1: Mobile subscriptions and handset sales by region (2010)...3 Figure 1.2: Mobile handset form factors...5 Figure 1.3: Unit shipments and market share by vendor and OS (World 2010)...7 Figure 1.4: Smartphone and featurephone shipments (2005 2010)...9 Figure 1.5: Active smartphone user base by OS (World 2007 2010)...11 Figure 1.6: Smartphone shipments by primary input mechanism (World 2006 2010)...13 Figure 1.7: Motorola Atrix smartphone and laptop dock...15 Figure 1.8: Smartphone shipments by segment and geography (2010)...16 Figure 1.9: Examples of best-selling smartphones (2010)...17 Figure 2.1: Overview of key smartphone operating systems (2010)...19 Figure 2.2: Installed base of Android handsets by OS version (World 2008 2010)...21 Figure 2.3: ios device shipments (World 2007 2010)...24 Figure 2.4: Symbian device shipments by OS version (World 2003 2010)...28 Figure 3.1: Examples of mobile application stores (January 2011)...36 Figure 3.2: Examples of operator application stores (January 2011)...42 Figure 4.1: Mobile phone hardware and software platform...46 Figure 4.2: Examples of smartphone baseband and application processors...49 Figure 4.3: Handset semiconductor revenues, by company (2010)...50 Figure 4.4: Cellular and connectivity chipset revenues (2009 and 2010)...51 Figure 4.5: Key wireless IC and handset platform vendors...55 Figure 4.6: Examples of Qualcomm baseband processors for smartphones...61 Figure 5.1: Handset shipments (World 2002 2010)...67 Figure 5.2: Handset vendor market shares and revenues (2010)...69 Figure 5.3: Nokia Symbian^3 smartphones...71 Figure 5.4: Nokia handset sales and market share...72 Figure 5.5: RIM BlackBerry smartphones...74 Figure 5.6: RIM handset sales and market share...74 Figure 5.7: Apple handset sales and market share...76 vi STRATEGIC RESEARCH SERIES NGT RESEARCH SERIES

SMARTPHONE MARKETS AND TECHNOLOGIES INDEX Figure 5.8: HTC smartphones...77 Figure 5.9: HTC handset sales and market share...78 Figure 5.10: Samsung smartphones...79 Figure 5.11: Samsung handset sales and market share...81 Figure 5.12: Motorola smartphones...82 Figure 5.13: Motorola handset sales and market share...83 Figure 5.14: Sony Ericsson Android smartphones...85 Figure 5.15: Sony Ericsson handset sales and market share...86 Figure 5.16: Examples of LG Android smartphones...88 Figure 5.17: LG handset sales and market share...88 Figure 6.1: Total handset and smartphone shipments (World 2005 2010)... 101 Figure 6.2: Smartphone shipments by geography (World 2005 2010)... 102 Figure 6.3: Smartphone shipments by OS (World 2005 2010)... 103 Figure 6.4: Installed base of smartphones by OS and region (2007 2010)... 104 Figure 6.5: Smartphone shipments by vendor (World 2005 2010)... 105 Figure 6.6: Worldwide handset sales by technology (2007 2015)... 106 Figure 6.7: Handset shipments by segment and price range (2009 2015)... 107 Figure 6.8: Smartphone shipments by segment (World 2009 2015)... 108 Figure 6.9: Smartphone shipments by region (2009 2015)... 109 Figure 6.10: Smartphone shipments by operating system (2009 2015)... 110 STRATEGIC NGT RESEARCH SERIES vii

INDEX SMARTPHONE MARKETS AND TECHNOLOGIES viii STRATEGIC RESEARCH SERIES NGT RESEARCH SERIES