SPI Infoamtion

Contents

Introduction
Handset Market Summary
Handset Shipments
Handset Revenues
Handset Market Evolution and Emergence of Smartphones
Restructuring of the Mobile Handset Market
Regions of Strength
Nokia
RIM
Apple
HTC
Emergence of the Smartphone
Impact of Recession
The Curious Case of Asia Pacific
Comparison of BlackBerry and iPhone Growth

Smartphone Market

Smartphone Value Chain
Key Players in the Value Chain

Smartphone Vendors
Market Share of Smartphone Vendors
Regional Market Share of Smartphone Vendors
Nokia
Research In Motion
Apple
HTC Corporation
Motorola
Sony Ericsson
Palm

Operating Systems
Market Share of Operating System Providers
Regional Market Share of Operating System Providers
Symbian OS
BlackBerry OS
Apple iPhone OS
Microsoft OS
Android OS

Applications and Content Market
Apple's App Store
BlackBerry's App World
Nokia's Ovi Store
Android's App Market
Symbian's App Store
Positioning of Applications Stores

Summary and Conclusions
Positioning of Smartphone Vendors
Positioning of Operating System Providers

Appendices
Glossary
Portio Research Classifications
Companies Mentioned in this Report
About the Authors
Also available from Portio Research Limited

List of Figures
Figure 1: Handset Shipments − Worldwide (In Million, 2007 − 2014F)
Figure 2: Worldwide Handset Shipments − Regional Contribution (In Percent, 2009F)
Figure 3: Worldwide Handset Shipments − Regional Contribution (In Percent, 2014F)
Figure 4: Handset Revenues − Worldwide (In USD Billion, 2007 − 2014F)
Figure 5: Market Share of Handset Vendors − Worldwide (In Percent, 2006 − 2009F)
Figure 6: Market Share of Handset Vendors − Worldwide (In Percent, 2006 − 2009F)
Figure 7: Smartphone Shipments as a Percentage of Total Handset Shipments − Worldwide ( In Percent, 2006 − 2009F)
Figure 8: Smartphone Shipments Growth and Smartphone Share Growth as a Percentage −Worldwide (In Percent, 2006 − 2009F)
Figure 9: Contribution to Total Handset Shipments and Smartphone Shipments − Asia Pacific (In Percent , 2006 − 2009F)
Figure 10: Worldwide Subscriber Growth − BlackBerry vs. iPhone (In Millions)
Figure 11: Smartphone Shipments as a Percentage of Handset Shipments − Worldwide (In Million, 2007 − 2014F)
Figure 12: Smartphone Shipments − Worldwide (In Million, 2007 − 2014F)
Figure 13: Worldwide Smartphone Shipments − Regional Contribution (In Percent, 2009F)
Figure 14: Worldwide Smartphone Shipments − Regional Contribution (In Percent, 2014F)
Figure 15: Smartphone Value Chain
Figure 16: Market Share of Smartphone Vendors − Worldwide (In Percent, 2009F)
Figure 17: Market Share of Smartphone Vendors − Worldwide (In Percent, 2014F)
Figure 18: Smartphone Market Share − North America (In Percent, Q2 2009)
Figure 19: Smartphone Market Share − Asia Pacific (In Percent, Q2 2009)
Figure 20: Smartphone Market Share − Europe (In Percent, Q2 2009)
Figure 21: Smartphone Market Share − Rest of World (In Percent, Q2 2009)
Figure 22: Revenue by Business Segments − Nokia (In USD Billion, 2007, 2008 & 9M 2009)
Figure 23: Regional Break-out of Smartphone Shipments − Nokia (In Percent, Q2 2009)
Figure 24: Nokia's Business development during 2008 − September 2009
Figure 25: SWOT Analysis − Nokia
Figure 26: Revenue by Business Segments − RIM (In USD Billion, FY 2008 − H1FY 2010),
Figure 27: Growth in BlackBerry User-Base
Figure 28: Regional Break-out of Smartphone Shipments − RIM (In Percent, Q2 2009)
Figure 29: RIM's Business Development during 2006 − October 2009
Figure 30: SWOT Analysis − RIM
Figure 31: Revenue by Business Segments − Apple (In USD Billion, FY 2007 − 9MFY 2009)
Figure 32: iPhone Shipments − Worldwide (In Million, Q2 2007 − Q3 2009)
Figure 33: Growth in iPhone Users (In Million, Q2 2007 − Q3 2009)
Figure 34: Regional Break-out of Smartphone Shipments − Apple (In Percent, Q2 2009)
Figure 35: SWOT Analysis − Apple
Figure 36: Revenue − HTC (In USD Billion, 2007 − 9M 2009)
Figure 37: Regional Break-out of Smartphone Shipments − HTC (In Percent, Q2 2009)
Figure 38: HTC's Evolution from ODM to OEM
Figure 39: SWOT Analysis − HTC
Figure 40: Revenue by Business Segments − Motorola (In USD Billion, 2007 − 9M 2009)
Figure 41: SWOT Analysis − Motorola
Figure 42: Revenue − Sony Ericsson (In USD Billion, 2007 − 9M 2009)
Figure 43: SWOT Analysis − Sony Ericsson
Figure 44: Revenue − Palm (In USD Billion, FY 2008 − Q1FY 2010)
Figure 45: SWOT Analysis − Palm
Figure 46: Market Share for OS-enabled Smartphone Shipments − Worldwide (In Percent, 2009F)
Figure 47: Market Share for OS-enabled Smartphone Shipments − Worldwide (In Percent, 2014F)
Figure 48: Market Share for OS-enabled Smartphone Shipments − North America (In Percent, Q2 2009)
Figure 49: Market Share for OS-enabled Smartphone Shipments − Asia Pacific (In Percent, Q2 2009)
Figure 50: Market Share for OS-enabled Smartphone Shipments − Europe (In Percent, Q2 2009)
Figure 51: Market Share for OS-enabled Smartphone Shipments − Rest of World (In Percent, Q2 2009)
Figure 52: Regional Break-out of Symbian-enabled Smartphone Shipments (In Percent, Q2 2009)
Figure 53: Regional Break-out of BlackBerry OS-enabled Smartphone Shipments (In Percent, Q2 2009)
Figure 54: Regional Break-out of Apple iPhone OS-enabled Smartphone Shipments (In Percent, Q2 2009)
Figure 55: Regional Break-out of Microsoft OS-enabled Smartphone Shipments (In Percent, Q2 2009)
Figure 56: Apple's App Store Growth (July 2008 − September 2009)
Figure 57: Break-out of Apple's App Store Applications by Category (In Percent, October 2009)
Figure 58: Break-out of Nokia's Ovi Store Applications by Category (In Percent, End-September 2009)
Figure 59: Break-out of Available Applications and Content − Paid vs. Free-of-charge (In Percent, End-September 2009)
Figure 60: Positioning of Smartphone Vendors
Figure 61: Positioning of Operating System Providers

List of Tables
Table 1: Handset Shipments − Worldwide (In Million, 2007 − 2014F)
Table 2: Market Share of Handset Vendors − Worldwide (In Percent, 2006 − 2009F)
Table 3: Regional Break-out of Smartphone Shipments − Nokia (In Percent, Q2 2009)
Table 4: Regional Break-out of Smartphone Shipments − RIM (In Percent, Q2 2009)
Table 5: Regional Break-out of Smartphone Shipments − Apple (In Percent, Q2 2009)
Table 6: Regional Break-out of Smartphone Shipments − HTC (In Percent, Q2 2009)
Table 7: Smartphone Shipments − RIM & Apple (In Million, 2005 − 2009F)
Table 8: Geographical Presence − RIM & Apple (November 2009)
Table 9: Smartphone Shipments − Worldwide (In Million, 2007 − 2014F)
Table 10: Smartphone shipments and smartphone market share − Nokia (2007 − 2014F)
Table 11: Smartphone shipments and smartphone market share − RIM (2007 − 2014F)
Table 12: BlackBerry Subscriber Base Growth (FY 2001 − FY 2005)
Table 13: BlackBerry Subscriber Base Growth (FY 2006 − Q2FY 2009)
Table 14: Smartphone shipments and smartphone market share − Apple (2007 − 2014F)
Table 15: Smartphone shipments and smartphone market share − HTC (2007 − 2014F)
Table 16: Smartphone shipments and smartphone market share − Motorola (2007 − 2014F)
Table 17: Smartphone shipments and smartphone market share − Sony Ericsson (2007 − 2014F)
Table 18: Smartphone shipments and smartphone market share − Palm (2007 − 2014F)
Table 19: Smartphone shipments and smartphone market share − Symbian OS (2007 − 2014F)
Table 20: Smartphone shipments and smartphone market share − BlackBerry OS (2007 − 2014F)
Table 21: Smartphone shipments and smartphone market share − Apple iPhone OS (2007 − 2014F)
Table 22: Smartphone shipments and smartphone market share − Microsoft OS (2007 − 2014F)
Table 23: Smartphone shipments and smartphone market share − Android OS (2007 − 2014F)
Table 24: Android OS-based smartphone releases in 2009 (As of October 2009)
Table 25: Application Downloads for Major Application Stores (As of November 2009)
Table 26: Comparison of Smartphone Vendors based on Selected Parameters