Companies Covered in this Handset Forecast Nokia Motorola Samsung LG Sony-Ericsson
Executive Summary
1.4 billion units forecasted to be shipped in 2009 +23.8% growth in global unit shipments Shipment growth supported by modest declines in ASPs Market share scenario: Nokia, Samsung, LG are winners Nokia will continue to occupy the sweet spot when it comes to operating profits / margins
Charts 1-14 Results & Forecasts for: CY03 - CY09E Chart 1: TOP 5 VENDOR HANDSET REVENUE (US$M) Chart 2: TOP 5 VENDOR REVENUE YOY CHANGE (C/C) Chart 3: TOP 5 VENDOR MARKET SHARES BY REVENUE Chart 4: TOP 5 VENDOR REVENUE QOQ/YOY CHANGE (US$) Chart 5: TOP 5 VENDOR HANDSET SHIPMENTS (millions) Chart 6: TOP 5 VENDOR HANDSET SHIPMENTS YOY CHANGE Chart 7: TOP 5 VENDOR MARKET SHARES BY SHIPMENTS Chart 8: TOP 5 VENDOR HANDSET AVERAGE SELLING PRICE (US$) Chart 9: TOP 5 VENDOR HANDSET AVERAGE SELLING PRICE (€) Chart 10: TOP 5 VENDOR HANDSET AVERAGE SELLING PRICE % CHANGE (YOY) Chart 11: TOP 5 VENDOR HANDSET APS INDEX Chart 12: TOP 5 VENDOR OPERATING PROFIT (US$M) Chart 13: TOP 5 VENDOR OPERATING MARGIN (US$M) Chart 14: TOP 5 VENDOR MARKET SHARES BY PROFIT
Charts 15-31 Quarterly Results for: 4Q06 - 4Q09E Chart 15: TOP 5 VENDOR HANDSET REVENUE (US$M) Chart 16: TOP 5 VENDOR HANDSET REVENUE QOQ CHANGE Chart 17: TOP 5 VENDOR HANDSET REVENUE YOY CHANGE Chart 18: TOP 5 VENDOR MARKET SHARES BY REVENUE Chart 19: TOP 5 VENDOR HANDSET REVENUE QOQ/YOY CHANGE (US$) Chart 20: TOP 5 VENDOR HANDSET SHIPMENTS (millions) Chart 21: TOP 5 VENDOR HANDSET SHIPMENTS QOQ CHANGE Chart 22: TOP 5 VENDOR HANDSET SHIPMENTS YOY CHANGE Chart 23: TOP 5 VENDOR MARKET SHARES BY SHIPMENTS Chart 24: TOP 5 VENDOR HANDSET AVERAGE SELLING PRICE (US$) Chart 25: TOP 5 VENDOR HANDSET AVERAGE SELLING PRICE (€) Chart 26: TOP 5 VENDOR HANDSET AVERAGE SELLING PRICE QOQ % CHANGE Chart 27: TOP 5 VENDOR HANDSET AVERAGE SELLING PRICE YOY % CHANGE Chart 28: TOP 5 VENDOR HANDSET ASP INDEX Chart 29: TOP 5 VENDOR HANDSET OPERATING PROFIT (US$M) Chart 30: TOP 5 VENDOR HANDSET OPERATING MARGIN (US$M) Chart 31: TOP 5 VENDOR MARKET SHARE BY PROFIT
