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
LRTV Documentaries
Sprint's Network Evolution

7|24|14   |   14:59   |   (0) comments


Sprint's Jay Bluhm gives a keynote speech at the Big Telecom Event (BTE) about Sprint's network and services evolution strategy, including Spark.
LRTV Documentaries
BTE Keynote: The Software-Defined Operator

7|24|14   |   18:43   |   (1) comment


Deutsche Telekom's Axel Clauberg explains the concept of the software-defined operator to the Big Telecom Event (BTE) crowd.
Light Reedy
Numbers Are In: LR's 2014 Salary Survey

7|24|14   |   1:25   |   (5) comments


Our fourth annual Salary Survey paints a picture of who's hiring, firing, earning, and yearning for a change in the telecom industry.
LRTV Custom TV
Driving the Network Transformation

7|23|14   |   4:29   |   (0) comments


Intel's Sandra Rivera discusses network transformation and how Intel technologies, programs, and standards body efforts have helped the industry migration to SDN and NFV.
LRTV Custom TV
Distributed NFV-Based Business Services by RAD

7|18|14   |   5:38   |   (0) comments


With the ETSI-approved Distributed NFV PoC running in the background, RAD's CEO, Dror Bin, talks about why D-NFV makes compelling sense for service providers, and about the dollars and cents RAD is putting behind D-NFV.
LRTV Custom TV
MRV Accelerating Packet Optical Convergence

7|15|14   |   6:06   |   (0) comments


Giving you network insight to make your network smarter.
LRTV Custom TV
NFV-Enabled Ethernet for Generating New Revenues

7|15|14   |   5:49   |   (0) comments


Cyan's Planet Orchestrate allows service providers and their end-customers to activate software-based capabilities such as firewalls and encryption on top of existing Ethernet services in just minutes.
LRTV Custom TV
Symkloud NVF-Ready Video Transcoding, Big Data

7|9|14   |   3:41   |   (0) comments


Kontron and ISV partner Vantrix demonstrate high-performance video transcoding and data analytic solutions on same 2U standard platform that is ready for SDN and NFV deployments made by mobile, cable and cloud operators.
LRTV Huawei Video Resource Center
The Evolving Role of Hybrid Video for Competitive Success

7|4|14   |   4:09   |   (0) comments


At Huawei's Global Analysts Summit in Shenzhen, China, Steven C. Hawley from TV Strategies speaks to us about the evolving role of hybrid video for competitive success.
LRTV Huawei Video Resource Center
How CSPs Leverage Big Data in the Digital Economy

7|4|14   |   4:48   |   (2) comments


Justin van der Lande from Analysys Mason shares with us his views on how telecom operators can leverage customer asset monetization with big data. His discusses the current status of big data applications and the challenges and opportunities for telecom operators in the digital economy era.
LRTV Huawei Video Resource Center
Accelerator for Digital Business Future Oriented BSS

7|4|14   |   3:08   |   (0) comments


Mobile and internet are becoming intertwined; IT and CT are integrating; and leading CSPs have begun to transform to information service and entertainment providers. How should the BSS system evolve to enable this transformation? Karl Whitelock, an analyst at Frost & Sullivan, shares his views.
LRTV Huawei Video Resource Center
Orange Tunisia Discusses Multi-Band Antenna With EasyRET Solution

7|4|14   |   2:45   |   (0) comments


As new site acquisition becomes more difficult, Orange Tunisia has requested multi-band antenna to support UMTS and LTE innovation. Some things considered include reducing the cost of antenna maintenance and having high reliability antenna and EasyRET solution.
Upcoming Live Events!!
September 16, 2014, Santa Clara, CA
September 16, 2014, Santa Clara, CA
October 29, 2014, New York City
November 11, 2014, Atlanta, GA
December 9-10, 2014, Reykjavik, Iceland
June 9-10, 2015, Chicago, IL
Infographics
Allot's latest MobileTrends Charging Report shows that value-based pricing plans are up from 35% in 2011 to 85% in 2014.
Today's Cartoon
Hot Topics
The Municipal Menace?
Jason Meyers, Senior Editor, Utility Communications/IoT, 7/22/2014
Cisco Puts a Fog Over IoT
Sarah Reedy, Senior Editor, 7/23/2014
GM: 10 Car Models on Road With AT&T's LTE
Dan Jones, Mobile Editor, 7/18/2014
Apple Earnings: Strong iPhone Sales, iPad Sales Slump, $7.8B Profit
Mitch Wagner, West Coast Bureau Chief, Light Reading, 7/22/2014
Like Us on Facebook
Twitter Feed