Information Product Number: IN0804042WH Publication Date: November 2008 Number of Pages: 41 Analyst: Allen Nogee Price: $3,495 U.S. Dollars Table of Contents/Tables/Figures Read Press Release  Member Access Full-text HTML Full-text PDF Data File Spreadsheets*

Summary
 This year the cellphone industry celebrates its 25th year, and these last 25 years have been spectacular. Growth has gone up and up, phones have gotten better every year, and today half the people on the planet have a cellphone. The cellphone industry seemed Teflon-coated, and nothing bad could stick to it. Unfortunately, those times may well be over, and the industry needs to adjust.
 
 This report provides a comprehensive view of cellphone shipments, cellphone revenue, and cellphone semiconductor revenue, along with a 5-year forecast for each. In addition, breakdowns by region and technology are included so that the trends can be analyzed more deeply. For anyone wanting to see it all in the cellular phone business, this is the report you must have.

Information Product Number: IN0804045WH Publication Date: September 2008 Number of Pages: 32 Analyst: David Chamberlain Price: $3,495 U.S. Dollars Table of Contents/Tables/Figures Read Press Release  Member Access Full-text HTML Full-text PDF Data File Spreadsheets*

Summary
 Until recently, "mobile video" referred to content delivered to cellphones over the 3G network or out-of-band broadcast systems such as ISDB-T, DVB-H, or MediaFLO. However, the recent surge of Internet-delivered video means nearly any mobile device with an Internet connection can display video.
 
 Even though cellphones and smartphones will remain the predominant method of viewing mobile video, In-Stat forecasts over 160 million devices will be sold in the coming five years that provide mobile video service over networks now in exclusive use by cellphones. In addition:
 
 This research includes worldwide device shipment forecasts for video-connected:
 -Computing devices, such as mobile Internet devices (MIDs), ultra-mobile PCs (UMPCs), and laptop/notebook computers.
 -Cellphones and smartphones, including the RIM BlackBerry, Apple iPhone, and smartphones having Symbian, Windows Mobile, Palm OS, Android, and Linux operating systems.
 -Consumer electronics products, including personal navigation devices (PNDs), portable media players (PMPs), and handheld games, such as the PSP and Nintendo DS.
 
 The forecasts cover devices that will be able to provide mobile video from mobile operators (including MobiTV, GoTV and VCast), out-of-band cellular video (ISDB-T, DVB-H, MediaFLO, DMB-T and others), as well as devices that access the Internet over 3G networks.

Information Product Number: IN0804254MBM Publication Date: September 2008 Number of Pages: 46 Analyst: Bill Hughes Price: $3,495 U.S. Dollars Table of Contents/Tables/Figures  Member Access Full-text HTML Full-text PDF Data File Spreadsheets*

Summary
 This report examines how users buy and use cellphones and wireless services today, how businesses and employees reconcile each other for business or personal usage, and the features that business users value today that make them more productive.
 
 It is widely believed within the wireless industry that business users are the most profitable users of wireless devices and services. What is less certain is what business users want today. This is a complicated issue, primarily because many end-user organizations allow their employees to mix personal and business use with their cellphones and service.
 
 The report then looks at the features that the users need for business productivity and want for the personal use of the phone. The personal application of business phones is relevant because 97% of users report at least some personal use, and over 80% of respondents choose the phone they use for business.
 
 The report also looks at the trends in employee reimbursement for business wireless use. The past trend for more business liability has been towards greater corporate liability for business use. This year shows a large increase in firms not reimbursing their employees for business calls. This practice helps the budget, but costs firms in lost productivity and competitiveness. This report shows that there is a difference in business call usage measured in hours each month between employees based upon how their employer pays for business calls (or not).

Information Product Number: IN0804047WH Publication Date: September 2008 Number of Pages: 11 Analyst: Jill Meyers Price: $1,995 U.S. Dollars Table of Contents/Tables/Figures  Member Access Full-text HTML Full-text PDF Data File Spreadsheets*

Summary
 At the beginning of an economic slowdown, 2Q08 shows that the handset market still contains lots of life. For the quarter, cellular handset shipments exceeded 305 million.
 
 This quarterly update contains 2Q08 cellular handset market share by manufacturer, handset ASP by technology, shipments by technology and region, handset revenue by region and technology, camera phone shipments, smartphone shipments, and smartphone OS market share.
 
 This report is required reading for anyone who wants to read the pulse of the worldwide cellular phone industry.

Information Product Number: IN0804043WH Publication Date: July 2008 Number of Pages: 22 Analyst: Bill Hughes Price: $1,495 U.S. Dollars Table of Contents/Tables/Figures Read Press Release  Member Access Full-text HTML Full-text PDF Data File Spreadsheets*

Summary
 There has always been a communications gap between executives of phone companies, including wireless operators, and the executives of the Silicon Valley. Increasingly, mobile telephone companies have hoped to offer more net-like applications and content but have simultaneously erected barriers that prevent them from fully embracing the Internet culture.
 
 Two Silicon Valley companies are attempting to bridge (or bypass) this divide by changing the way handsets and their applications are designed and distributed. In 2007, Apple and Google each announced efforts to reshape the wireless industry. Apple launched the iPhone in January 2007 and just recently it updated the platform with the iPhone 3G. Google announced Android in November 2007 along with marketing partners—the Open Handset Alliance.
 
 This report looks at the recent developments and presents our analysis of their respective initiatives. Among the highlights are:
 -Apple's iPhone had ambitions to change the wireless industry. Now it looks like it will just sell a large number of very exciting phones.
 -Google's Android Project will kick-start location-aware advertising by enabling the benefits of mobile Linux—if it can create a good revenue sharing model for its wireless operator partners.
 -Google will hedge its Android bet by working with others for location-aware searches, including Apple's iPhone.

Information Product Number: IN0804315WH Publication Date: June 2008 Number of Pages: 4 Analyst: Bill Hughes Price: $995 U.S. Dollars Table of Contents/Tables/Figures  Member Access Full-text HTML Full-text PDF Data File Spreadsheets*

Summary
 Nokia announced that it would buy-out its partners in the Symbian OS venture. Simultaneously, the owners of the intellectual property surrounding Symbian announced the Symbian Foundation to offer cellphone manufacturers licenses for the Symbian OS at no charge.
 
 This is a strategic move to shore up the Symbian third-party application development ecosystem in the face of new challenges from Google's Android, Apple's iPhone, and increasing consumer interest in BlackBerry devices from Research in Motion. This report looks at the underlying logic of this effort and the implications of the Symbian Foundation business plan.
 

Information Product Number: IN0804046WH Publication Date: June 2008 Number of Pages: 12 Analyst: Jill Meyers Price: $1,995 U.S. Dollars Table of Contents/Tables/Figures  Member Access Full-text HTML Full-text PDF Data File Spreadsheets*

Summary
 This report details mobile device shipments by region, technology, and worldwide for 1Q08. The report covers shipments of mobile devices, camera phones, and smartphones. The first quarter of 2008 continued to remain strong in device shipments, although there was an expected decrease in shipments following the holiday season.
 
 Nokia remained in the lead of worldwide distribution, with Samsung holding second place, Motorola finishing third this quarter, LG Electronics overtaking Sony Ericsson to become the fourth place manufacturer, and Sony Ericsson rounding out the top five handset manufacturers.
 
 -Smartphone growth continues, especially in the Asia/Pacific region.
 -Symbian continues to lead the smartphone operating system arena although they saw a sharp decrease in market share this quarter.
 -Apple shipped 1.73 million iPhones in the first quarter of 2008, and plans to expand their market globally next quarter.

Information Product Number: IN0804302WS Publication Date: April 2008 Number of Pages: 2 Analyst: Victoria Fodale Price: $0 U.S. Dollars Table of Contents/Tables/Figures  Member Access Full-text HTML Full-text PDF Data File Spreadsheets*

Summary
 Wi-Fi mobile convergence made a strong showing this year at CTIA. In the past, carriers believed Wi-Fi would marginalize cellular and often deactivated the 802.11 technologies in their handsets.
 
 Although cellular/Wi-Fi handsets have been available for the past several years, the segment got a strong boost in 2007, when Apple launched the iPhone. With an innovative touch screen that allows the user to view Web pages with the tap of a finger, the iPhone raised the bar for device usability, functionality, and design.
 
 Discussions with vendors at CTIA indicate that Wi-Fi is clearly becoming a complementary function to cellular. Devices that support both cellular and Wi-Fi promise to leverage licensed and unlicensed spectrum to deliver the best possible customer experience at the lowest cost.