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2014 Global Smartphone Shipments, Apple loses a lot, Samsung & Chinese win

senheiser

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2014 Global Smartphone Shipments Exceed Expectations: TrendForce
Thursday , 04 / 17 / 2014 - 05:56 [ Analysts: Avril Wu ]


Global smartphone shipments showed better than expected growth in 1Q14, rising 1.13% QoQ to 266.9 million units, according to market intelligence provider TrendForce. “The Q1 momentum came mostly from the emerging market sectors and China,” noted Avril Wu, Assistant Vice President of TrendForce. “The Chinese smartphone manufacturers’ increased 4G smartphone production is key to the smartphone industry higher than anticipated Q1 growth.”

For 2Q14, worldwide smartphone shipments are expected to benefit further from the continuously rising market demand, and jump by 6.7% QoQ to 284.5 million units. As a growing number of major smartphone brands are expected to release their flagship phones before the next generation iPhones appear, both the shipment volumes and average selling prices of high end smartphones can be expected to remain stable, and in turn enable various smartphone manufacturers to stay profitable within the industry. The smartphone shipments from the Chinese regions, as before, are projected to exceed the industry average, but the overall growth is expected to slow down. For 2Q14, China's smartphone shipment growth is estimated at approximately 13.76% QoQ.

Looking at 1Q14 smartphone brand ranking, Samsung managed to claim first place with a worldwide market share of over 30%, due to its low to mid ranged smartphone shipments. Apple's new iPhones and shipment momentum are not expected to appear until the second half of 2014, hence the company experienced a noticeable decline in its worldwide market share and finished in second. Chinese smartphone makers, notably, showed better than expected performances compared to traditionally strong global brands, with companies such as Huawei, Lenovo (excluding contribution from Motorola), and Xiaomi all experiencing quarterly growth of more than 20%. As noted by Wu, all three of the Chinese companies share a notable tendency to use high C/P value devices to stimulate momentum in different business sectors, including those typically characterized by hardware and software integration, different types of ecosystems (ie. TVs, servers, PCs), and long term e-commerce development. By utilizing appropriate strategies, the three Chinese companies managed to improve their shipments significantly in only a matter of years, and were able to lead their competitors in terms of economies of scale. Being the earliest Chinese brand to enter the FDD-LTE 4G smartphone market, Coolpad is a noteworthy company that is also expected to gradually increase its quarterly shipments throughout 2014. Assuming the company makes good use of its product advantages under the rapidly expanding 4G industry, Coolpad will likely end up with an upper hand over many of its local competitors when it comes to penetrating the global 4G market.

552724001397728420[1].gif


In assessing the smartphone supply chains, Burrell Liu, the Research Director of TrendForce’s panel research division, Witsview, found utilization rates for small-sized panels are still relatively high at the G5 fabs, but believes that this component will not cause any major bottlenecks for manufacturers in the short run. The supplies of high end camera modules, on the other hand, are expected to face a possible shortage due to shipment preparations for Apple's upcoming iPhones and the increasing number of flagship phones released by other major brands. With regards to Mobile DRAM, given that the transition from LPDDR2 to LPDDR3 is expected to be completed by the end of this year and that the former’s high demand is causing various disruptions to the supply chain, LPDDR2 supply shortages have emerged. Until LPDDR3 design is employed by more new hardware models, the LPDDR2 shortage situation is expected to continue into the third quarter.
 

TimeTraveller

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2014 Global Smartphone Shipments Exceed Expectations: TrendForce
Thursday , 04 / 17 / 2014 - 05:56 [ Analysts: Avril Wu ]


Global smartphone shipments showed better than expected growth in 1Q14, rising 1.13% QoQ to 266.9 million units, according to market intelligence provider TrendForce. “The Q1 momentum came mostly from the emerging market sectors and China,” noted Avril Wu, Assistant Vice President of TrendForce. “The Chinese smartphone manufacturers’ increased 4G smartphone production is key to the smartphone industry higher than anticipated Q1 growth.”

For 2Q14, worldwide smartphone shipments are expected to benefit further from the continuously rising market demand, and jump by 6.7% QoQ to 284.5 million units. As a growing number of major smartphone brands are expected to release their flagship phones before the next generation iPhones appear, both the shipment volumes and average selling prices of high end smartphones can be expected to remain stable, and in turn enable various smartphone manufacturers to stay profitable within the industry. The smartphone shipments from the Chinese regions, as before, are projected to exceed the industry average, but the overall growth is expected to slow down. For 2Q14, China's smartphone shipment growth is estimated at approximately 13.76% QoQ.

Looking at 1Q14 smartphone brand ranking, Samsung managed to claim first place with a worldwide market share of over 30%, due to its low to mid ranged smartphone shipments. Apple's new iPhones and shipment momentum are not expected to appear until the second half of 2014, hence the company experienced a noticeable decline in its worldwide market share and finished in second. Chinese smartphone makers, notably, showed better than expected performances compared to traditionally strong global brands, with companies such as Huawei, Lenovo (excluding contribution from Motorola), and Xiaomi all experiencing quarterly growth of more than 20%. As noted by Wu, all three of the Chinese companies share a notable tendency to use high C/P value devices to stimulate momentum in different business sectors, including those typically characterized by hardware and software integration, different types of ecosystems (ie. TVs, servers, PCs), and long term e-commerce development. By utilizing appropriate strategies, the three Chinese companies managed to improve their shipments significantly in only a matter of years, and were able to lead their competitors in terms of economies of scale. Being the earliest Chinese brand to enter the FDD-LTE 4G smartphone market, Coolpad is a noteworthy company that is also expected to gradually increase its quarterly shipments throughout 2014. Assuming the company makes good use of its product advantages under the rapidly expanding 4G industry, Coolpad will likely end up with an upper hand over many of its local competitors when it comes to penetrating the global 4G market.

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In assessing the smartphone supply chains, Burrell Liu, the Research Director of TrendForce’s panel research division, Witsview, found utilization rates for small-sized panels are still relatively high at the G5 fabs, but believes that this component will not cause any major bottlenecks for manufacturers in the short run. The supplies of high end camera modules, on the other hand, are expected to face a possible shortage due to shipment preparations for Apple's upcoming iPhones and the increasing number of flagship phones released by other major brands. With regards to Mobile DRAM, given that the transition from LPDDR2 to LPDDR3 is expected to be completed by the end of this year and that the former’s high demand is causing various disruptions to the supply chain, LPDDR2 supply shortages have emerged. Until LPDDR3 design is employed by more new hardware models, the LPDDR2 shortage situation is expected to continue into the third quarter.
I would love to see Yotaphone on this top list....:-)
 

TaiShang

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Yotaphone is great! Love to see it in Greater China.

Overall, Samsung will continue to perform above average and I guess, in the process, will help squeeze US and Japanese brands further -- especially in the Chinese market. Loved their new Note.

Chins'a brands will dominate the home market even further and, as international expansion continues, claim greater market share.
 
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Chinese-Dragon

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Apple’s market cap just hit $700 billion for the first time - Fortune

"At this point, Apple’s market cap is higher than the gross domestic product of all but 19 of the world’s countries, coming just behind Saudi Arabia (GDP of $745 billion) and ahead of Switzerland ($650 billion), according to data compiled by the World Bank."
Here is a list of the world's biggest companies:

The World’s Biggest Public Companies - Forbes

Apple came 15th overall. Though they are number 1 in terms of market value, that is impressive. They also came near the top in terms of profits.

Though the top 3 on the list (all three are Chinese banks, with ICBC at the top) were dominating in terms of assets and profitability both. They each have around $2-3 trillion in assets.
 

Hamartia Antidote

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Though the top 3 on the list (all three are Chinese banks, with ICBC at the top) were dominating in terms of assets and profitability both. They each have around $2-3 trillion in assets.
True, but approximately how many different banks are in China?

List of banks in China - Wikipedia, the free encyclopedia

US Banks: Banks in the United States
Here's a list from just my state:
Massachusetts Banks, Banks in Massachusetts


Edit: I believe the tally for the number of different banks in the US is 7000 (that's not branches...that's the number of companies)
 
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Chinese-Dragon

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True, but approximately how many different banks are in China?

List of banks in China - Wikipedia, the free encyclopedia

US Banks: Banks in the United States
Here's a list from just my state:
Massachusetts Banks, Banks in Massachusetts


Edit: I believe the tally for the number of different banks in the US is 7000 (that's not branches...that's the number of companies)
The green light has already been given for private banking reforms in China. Tencent and Alibaba will set up private banks to improve competitiveness in the sector.

Large Chinese banks are still profitable (they lead the profit rankings in Forbes) but more competitiveness in the sector never hurts.
 

cirr

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True, but approximately how many different banks are in China?

List of banks in China - Wikipedia, the free encyclopedia

US Banks: Banks in the United States
Here's a list from just my state:
Massachusetts Banks, Banks in Massachusetts


Edit: I believe the tally for the number of different banks in the US is 7000 (that's not branches...that's the number of companies)
There are used to be thousands of small banks that were grouped into larger ones。

There are now over 300 banks big、medium-sized and small(serving a population of at least 1 million).

That excludes all the loan companies(which are licensed to take deposits),rural credit associations and foreign banks operating in China。

The following is an incomplete list of the banks:

中国共有多少家银行?全部给出来…谢谢!_百度知道

PS。There is not point in having banks that have have only 1 branch or a couple of branches serving a small town(a case in point for the US)
 

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