iSuppli's Global mobile phone snapshot

15th February 2010
iSuppli's Global mobile phone snapshot

It's a one trillion market now:   1.28 billion cell phones will be sold in 2010.   Nokia ships almost 39 percent of all mobile  phones worldwide. Nokia, Research in Motion makers of Blackberry and Apple  are the top three smart phone players. One in three smart phones will run Google's Android OS. Almost one in three will be GPS enabled.... To place the announcements at the GSM World Mobile Congress in Barcelona ( it opened Monday) in context, analyst iSuppli has issued a report on the state of the Global cell phone market today. We share the highlights below:

Wireless/mobile phone figures
• Global spending on wireless equipment and services surpassed $1 trillion for the first time ever in 2009. The wireless supply chain garnered $900 billion in service and equipment revenue in 2009. When combined with the $110 billion in consumer spending on wireless devices and accessories for the year, it amounted to $1.01 trillion in total spending.
• In order to drive the next trillion dollars of growth, iSuppli believes that a paradigm shift is required with more focus on maximizing share of the over-the-top applications, content and services market by the wireless value chain.
• The global cell phone market performed better than expected in 2009, with shipments declining by 6.7 percent to 1.14 billion units, down from 1.23 billion in 2008.
• Global cell phone shipments are expected to grow to 1.28 billion in 2010, up 12.1 percent from 2009, as presented in the attached figure.
• Nokia padded its lead in the global cell phone market in the fourth quarter of 2009, accounting for 38.9 percent of global unit shipments, up from 37.4 percent in the third quarter.
• The only other Top-5 cell-phone brand to gain share in the fourth quarter was Samsung. Samsung's share rose to 21.1 percent, up from 20.7 percent in the third quarter.

Smart phone facts
• Global smart phone shipments are expected to rise to 246.9 million units in 2010, up 12.1 percent from 181 million in 2009, as presented in the attached file.
• The number of smart phone suppliers with double-digit market share in 2007 was just one: Nokia. By 2009, three smart-phone makers had a double-digit share of the smart phone market: Nokia, RIM and Apple.

Apple vs. Google by the numbers
• Google is attracting the interest of smart phone makers in 2010. Approximately 30 percent of all smart phone models introduced are expected to use the Android operating system in 2010, more than triple the 9 percent in 2009.
• More than 20 smart phone OEMs are expected to support Android in 2010, up from four in 2009.
• The Mac OS held a 14 percent share of smart phone unit shipments in 2009.

GPS/navigation stats
• The number of GPS-enabled mobile phones expected to be shipped in 2010 is 376 million, or about 28 percent of the total handset market.
• This percentage will rise to 33 percent to 2011.
• An estimated 26 percent of GPS-enabled mobile phones shipped in 2010 will utilize a navigation application.
• Wireless carrier navigation service revenue is estimated to grow by 37.6 percent in 2010.
• Portable Navigation Device (PND) shipments are expected to peak in 2012 at slightly less than 45 million units and then start to decline due to competition from smart phones.
• About 4 percent of GPS-enabled mobile phones are being used in conjunction with traffic information services. This will grow to about 12 percent by 2013.

Wireless infrastructure insights
• Wireless infrastructure spending trends indicate that the wireless market is investing in 4G technology.
• The 4G market is expected to represent about 2.8 percent of total base station revenues in 2010. This will grow to about 54 percent by 2013.
• The market for base station equipment suppliers is consolidating. In 2006, seven suppliers accounted for 90 percent of the market. In 2009, five suppliers controlled 90 percent of the market.

/Feb 16 2010