Light Reading
Pyramid predicts a rise in tablet sales in 2012

Trends for 2012: Connected Devices

Light Reading
News Analysis
Light Reading
12/22/2011
50%
50%

The team at Pyramid Research , part of the Light Reading Communications Network, has looked ahead to 2012 to identify the key trends they expect to see in the coming year. Follow the "Trends for 2012" series of articles to build up a picture of what's coming down the pipe in the next 12 months.

Tablet sales will expand as prices fall and focus shifts to markets outside North America
Early challengers to Apple Inc. (Nasdaq: AAPL)’s iPad have had mixed results, but we expect that new, lower-priced devices such as Amazon.com Inc. (Nasdaq: AMZN)’s sub-$200 tablet will usher in a new era of growth in the tablet space and make tablet growth accelerate in areas outside of North America.

NFC-enabled mobile phones will see more significant uptake than we expected in 2011
Mobile service providers were slow to realize their commitment to NFC-enabled services expressed at the end of 2010 and the beginning of 2011. Propelled by Google (Nasdaq: GOOG)’s aggressive entry into the mobile payments market with Google Wallet service (launched in 2011 in the U.S. and expected to launch in Western Europe in 2012), a number of large MNOs have taken concrete steps to launch commercial NFC services for their customers in 2012. This, as well as the readiness of vendors to produce NFC-enabled handsets, will result in the quadrupling of sales of NFC-enabled smartphones in 2012, when they will exceed 80 million.

Approximately 70 percent of total handset sales and nearly half of smartphone sales in 2012 will come from emerging markets
The role of emerging markets such as China and India in the handset and smartphone arena will continue to grow, driven by the availability of less expensive device models.

Apple will start seeing declining market share (unit sales) in smartphones in 2012
The surging demand for inexpensive models, coupled with Apple’s commitment to high profit margins and the high-end market, will result in a market share drop of around 2 percentage points, after five successive years of expansion.

For more

— The Analysts, Pyramid Research

(3)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View
MeerkatMac
50%
50%
MeerkatMac,
User Rank: Light Beer
12/5/2012 | 4:45:42 PM
re: Trends for 2012: Connected Devices


While Apple's market share of worldwide tablet/phone sales may decline do to expansion of the low-end, inexpensive device markets, their own tablet/phone sales will continue to rise as more and more afluent purchasers migrate to these devices.  Apple caters to the high-end purchaser with innovative, entertaining, fun solutions to everyday tasks.  That market continues to grow, and will even more so as the world economy slowly improves.

FredStein
50%
50%
FredStein,
User Rank: Light Beer
12/5/2012 | 4:45:41 PM
re: Trends for 2012: Connected Devices


Apple will continue its investments in hardware to improve batterylife, price performance, etc. to substanially improve the overall quality of experience. They grew their China busienss 4X last quarter, while admitting they didn't have enough stores to fulfill demand.


 


When you considder the total 2 year cost of owning a smartphone, the cost of the device is small. So Apple's price premium become a rounding error. And they do sell the older models are low prices.


 


Curious when we'll see 4G iPhone.

macster
50%
50%
macster,
User Rank: Light Bulb
12/5/2012 | 4:45:29 PM
re: Trends for 2012: Connected Devices


Since we're talking of "connected", any thoughts on M2M and Internet of/with Things?

Flash Poll
From The Founder
It's clear to me that the communications industry is divided into two types of people, and only one is living in the real world.
LRTV Interviews
Liberty Global Sees Business Goldmine

12|18|14   |     |   (0) comments


Steen Sorensen, VP of business services for Liberty Global, explains where the giant international MSO sees growth potential.
LRTV Documentaries
EE: The Road to 5G

12|16|14   |   16:02   |   (1) comment


Andy Sutton, the principal network architect at UK mobile operator EE, explains how his company is using Wembley stadium as a wireless test bed and how that's helping EE to plan the evolution to 5G.
LRTV Huawei Video Resource Center
Highlights of Huawei's NFV Open Cloud Forum 2014

12|16|14   |     |   (0) comments


Huawei hosted its inaugural NFV Open Cloud Forum during the SDN & OpenFlow World Congress 2014 in Düsseldorf, Germany. The Forum brought together technology thought leaders, senior executives and telecom professionals from global carriers, industry associations, as well as other partner companies in the ecosystem, to exchange views on and collectively explore how ...
LRTV Custom TV
Realizing Operators' Digital Vision

12|16|14   |   5:23   |   (0) comments


Leveraging technology is fundamental to digital transformation but understanding customers and serving them really well is at the heart of digital businesses. TM Forum lists the following as the strategic pillars of the digital business: business agility and rapid innovation, operational agility and effectiveness, IT and data centricity, plus customer centricity. ...
LRTV Documentaries
US Cellular Injects Analytics Into LTE

12|16|14   |   2:57   |   (1) comment


US Cellular's Mario Vela explains how the operator uses analytics for network planning and what comes next as the carrier looks to eke more value out of its metrics.
LRTV Interviews
How Cox Biz Plans to Keep Growing

12|15|14   |     |   (2) comments


Steve Rowley, SVP of Cox Business, details how the third-biggest US MSO intends to boost its revenues to $2 billion and beyond over the rest of the decade
LRTV Huawei Video Resource Center
Interview With Bill Zhang, Director of SoftCOM Product Management, Huawei

12|15|14   |   2:50   |   (0) comments


Bill Zhang elaborated on Huawei's open philosophy in NFV solution development and network architecture design at the SDN & OpenFlow World Congress 2014.
LRTV Huawei Video Resource Center
Event Highlights: Huawei at SDN & OpenFlow World Congress 2014

12|15|14   |   3:43   |   (0) comments


Huawei joined the 2014 SDN & OpenFlow Congress as one of the key sponsors and contributors. At the event, Huawei reinforced the openness and flexibility of its network infrastructure strategies, and provided updates on its SDN and NVF innovations. Through participations at the exhibitions, forums and speeches, Huawei encouraged the industry to "think bigger and ...
LRTV Interviews
How Cable Biz Services Hit $10B Mark

12|12|14   |     |   (1) comment


Cable operators reached $10 billion in annual business services revenues by delving deeper into their vertical markets and expanding beyond the smallest firms.
LRTV Documentaries
Mediacom Aims to Test Connected Tractors

12|11|14   |   05:07   |   (3) comments


Cable business service provider is taking its services to the 'agribusiness' sector in partnership with farm equipment specialist John Deere and is getting involved in Gigabit Cities developments.
LRTV Interviews
TWC Business Looks Beyond $3B

12|10|14   |     |   (0) comments


TWC Business Services chief Phil Meeks explains how his unit has reached $3 billion in annual revenues and what its plans are for next year.
LRTV Documentaries
AT&T's New Security Strategy

12|10|14   |   02:36   |   (1) comment


AT&T's Chief Security Officer Ed Amoroso explains how his company is wrapping virtual security layers around micro network domains.
Upcoming Live Events
February 10, 2015, The Westin Peachtree Plaza, Atlanta, GA
March 17, 2015, The Cable Center, Denver, CO
April 14, 2015, The Westin Times Square, New York City, NY
May 6, 2015, McCormick Convention Center, Chicago, IL
May 13-14, 2015, The Westin Peachtree, Atlanta, GA
June 9-10, 2015, Chicago, IL
Hot Topics
Vodafone to Ride T-Mobile Back Into US
Dan Jones, Mobile Editor, 12/12/2014
1-Gig: Coming to a Small Town Near You
Jason Meyers, Senior Editor, Gigabit Cities/IoT, 12/17/2014
T-Mobile, BlackBerry Flirt With Reuniting
Sarah Reedy, Senior Editor, 12/17/2014
Gardner's Departure a Cautionary Tale
Carol Wilson, Editor-at-large, 12/12/2014
T-Mobile Lights Up 27 Wideband LTE Cities
Sarah Reedy, Senior Editor, 12/15/2014
Like Us on Facebook
Twitter Feed
Upcoming Webinars
Webinar Archive