Market corner - 25/11/07

Publié le 25 novembre 2007 par Jean Arnal

A few set of market information released this week:

According to NPD, US 3Q07 handset sales jumped 47% to $3.2bn and 38m (+16%) units shipped. Motorola remains the market leader with 31% share, followed by LG with 17%, Samsung with 16%, then Nokia with 11%. Smartphones (and not only iPhone) were doing very well with 11% of all sales (from 4% a year ago). In a separate statement, Strategy Analytics found that 55% of top 10 selling device volumes are 3G.
The ITU targets global harmonization of spectrum for use by International Mobile Telecommunications (IMT) in order to ease international roaming and equipment interoperability. Five frequency bands are identified: - 450-470 MHz

700 MHz in Americas and part of Asia
800 MHz in EMEA, CIS, Mongolia and part of Asia
2.3- 2.4GHz
3.4- 3.6GHZ

According to GfK, Turkish mobile phone sales reached 8.3m units in 3Q07, up 45%, and €1.4bn, up 25%.
CCID announced that China' s smartphone sales amounted to $2.2bn in 3Q07, up 11% qoq, and 6.4m units were shipped (+5% qoq).
In-Stat forecasts that total unit shipments of digital terrestrial set top boxes will pass 47m in 2011.
According to Dell'Oro, the worldwide mobile infrastructure market grew 4% in 3Q07, while APAC and LATAM combined revenues jumped 38% offsetting declines (double digit %) in NA and EMEA regions. GSM networks sales increased 7% while base stations shipments jumped 40% in the quarter, highlighting a serious price war.
Juniper Research announced that the mobile gambling market would hit $5bn in 2012.
ABI Research announced that SIP services would generate $150bn in revenues by 2012.
According to 3G America, GSM technology accounts for over 62% of the Americas marketplace. GSM subscribers there were 384m at the end of Sept. Accordingly, CDMA share declined to 31% and 193m customers in the Americas.
Informa forecasts that the 3G mobile market would have 1.7bn subscribers, of which 1.3bn W-CDMA (78% market share) and 230m CDMA EV-DO (14% market share).
MRG forecasts almost 73m IPTV service subscribers worldwide in 2011 (from 13.5m in 2007).
First Docsis 3.0 are submitted to CableLabs for Certification Wave 56. Arris, Motorola and SA/ Cisco are along the vendors.
A telecom agency in West Africa in formation: 60 telecom service providers are discussing the creation of a dialog platform in telecom for the improvement of telecom in the West African Economic and Monetary Union (UEMOA).