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 Custom TV
Advantech Accelerates 100G Traffic Handling

10|17|14   |   7:56   |   (0) comments


Paul Stevens from Advantech explains why handling 100GbE needs a whole new platform design approach and how Advantech is addressing the needs of equipment providers and carriers to give them the flexibility and performance they will need for SDN and NFV deployment.
LRTV Huawei Video Resource Center
Holland's Imtech Traffic & Infra Discusses Huawei's ICT Solution and Services

10|16|14   |   4:49   |   (0) comments


Dimitry Theebe is from the business unit at Imtech Traffic & Infra which delivers communications solutions for transportations. His partnershp with Huawei began about a years ago. In this video, Theebe speaks more about this partnership and what he hopes to accomplish with Huawei.
LRTV Huawei Video Resource Center
Huawei's Comprehensive Storage Solutions Vital for SVR

10|16|14   |   6:16   |   (0) comments


SVR Information Technology provides cloud services for academic and special sectors. With Huawei's support, SVR and Yildiz Technical University has established Turkey's largest and most advanced High Performance Computing system. CSO Ismail Cem Aslan talks about what he hopes Huawei's OceanStor storage system will bring for him.
LRTV Huawei Video Resource Center
Mexico's Servitron's Impression of Huawei at CCW 2014

10|16|14   |   6:35   |   (0) comments


Servitron is a network operator in Mexico that has been in the trunking industry for the past 20 years. Its COO, Ing. Ragnar Trillo O., explains at Critical Communications World 2014 that his company has been interested in the long-term evolution of LTE technology and its adoption for TETRA.
LRTV Huawei Video Resource Center
Building a Better Dubai

10|16|14   |   2:06   |   (0) comments


Abdulla Ahmed Al Falasi is the director of commercial affairs, a telecommunications coordinator for the government of Dubai. Their areas of service span across multiple industries, including police, safety, shopping malls and more. In this video, Abdulla talks about his department's work with Huawei.
LRTV Huawei Video Resource Center
Huawei Lights Up Malaysia Partner Maju Nusa

10|16|14   |   1:59   |   (0) comments


Malaysia's Maju Nusa is an enterprise partner to Huawei in networking, route switches and telco equipment. At this year's Critical Communications World in Singapore, CTO Pushpender Singh talks about what Huawei's eLTE solutions mean to his company and for Malaysia.
LRTV Custom TV
Evolving From HFC to FTTH Networks

10|15|14   |   2:19   |   (0) comments


Cisco's Todd McCrum delves into the future of cable's HFC plant, examining how DOCSIS 3.1 and advanced video compression will extend its life and how the IP video transition will usher in GPON and EPON over FTTH.
LRTV Custom TV
Exploring the Future of Cable Access

10|15|14   |   6:23   |   (0) comments


Cisco's Brett Wingo looks at where cable access architectures are heading, discussing the impact of DOCSIS 3.1, CCAP, Remote PHY, SDN, virtualization of cable networks and related technologies.
LRTV Custom TV
Optimizing & Monetizing WiFi

10|15|14   |   5:53   |   (0) comments


Cisco's Vince Pandolfi outlines the reasons for cable WiFi's rapid growth, lays out the issues with the technology and explains the new Cisco tools that can help operators monitor and improve their WiFi delivery.
LRTV Huawei Video Resource Center
Emulex & Huawei Collaboration Mutually Beneficial

10|14|14   |   4:17   |   (0) comments


US company Emulex collaborates with Huawei in areas such as blade servers and workload documentation. Mike Heumann of Emulex believes that Huawei has done incredibly well moving from a telecom company into servers and networks, working closely with customers to realize their needs.
LRTV Huawei Video Resource Center
Chile's VZION Looks Forward to Seeing More of Huawei

10|14|14   |   4:43   |   (0) comments


VZION is a systems integrator company in Chile with a focus on virtulization technology. In this video, Cesar Alcacibar talks about the challenges in virtualization and how Huawei helps his company to achieve the best results possible. Alcacibar is expecting more adoption and integration of Huawei technologies in Chile.
LRTV Huawei Video Resource Center
Pro-Datech & Huawei for a High-Tech Singapore

10|14|14   |   2:59   |   (0) comments


Pro-Datech Systems is a specialty IT solution provider based in Singapore. For an added value to its customers, the company uses Huawei's hardware and trusted performance and features for a total solution. It's looking forward to the creation of a lab, to be based in Singapore, for the two companies' coorporation on total storage solution.
Upcoming Live Events
October 29, 2014, New York City
November 6, 2014, Santa Clara
November 11, 2014, Atlanta, GA
December 2, 2014, New York City
December 3, 2014, New York City
December 9-10, 2014, Reykjavik, Iceland
June 9-10, 2015, Chicago, IL
Infographics
WhoIsHostingThis.com presents six of the world's most extreme WiFi hotspots, enabling the most epic selfies you can imagine.
Hot Topics
Forget the Internet, Brace for Skynet
Stephen Saunders, 10/15/2014
HBO Will Go OTT in 2015
Mari Silbey, Independent Technology Editor, 10/15/2014
Google: Carriers & Cloud Providers Need to Cooperate
Mitch Wagner, West Coast Bureau Chief, Light Reading, 10/16/2014
CBS Takes OTT Plunge
Mari Silbey, Independent Technology Editor, 10/16/2014
iPad Air 2 Lets Users Switch Carriers Any Time
Mitch Wagner, West Coast Bureau Chief, Light Reading, 10/17/2014
Like Us on Facebook
Twitter Feed