#StrategyAnalytics

[techiespage]

Strategy Analytics posted an analysis on the 2019 tablet application processor market. Apple got 44% of the $1.9B pie thanks to the dominance of the iPad in the niche. Of course A-series processors are quite expensive so the actual share of sold tablets is somewhat lower, but Apple slates are still the runaway leader. Qualcomm and Intel got 16% each - the first one mostly thanks to its partnerships with various Android OEMs, while the second because of its strong positions in the Windows tablet market. Mediatek and Samsung are also in the game, rounding up the Top 5. Two companies that increased their sales were HiSilicon, Huawei’s chip division, and Samsung LSI. They grew on a yearly basis for two major reasons - one is brand loyalty and properly working internal ecosystem, while the other is “cellular integration capabilities”, meaning support for LTE and 5G. . . . . #techies_page_apple #techies_page_qualcomm #techies_page_intel #techies_page #techies #tech #technology #strategyanalytics #analysis #tablet #tablets #tabs #tab #processor #ipad #ipadpro #qualcomm #intel #android #oem #windows #mediatek #samsung #hisilicon #huawei #lte #5g #usa #uk #australia https://www.instagram.com/p/B_UIQTMggRd/?igshid=1ney4wrm1ox44

[alkandery75]

... هواوي #Huawei تتربع على المركز الثاني في الاستحواذ على السوق العالم�� للهواتف الذكية بعد سامسونج #Samsung بحسب احصائيات #StrategyAnalytics للربع الثالث 2018 او #Q318 ، و هي أيضا تقلص الفارق بينها و بين صاحب المركز الأول و تهدد عرشه. https://www.instagram.com/p/BpuMZ4BBXPX/?utm_source=ig_tumblr_share&igshid=1c398ra11te3h

[ct3ch]

Huawei supplants Apple as the second largest smartphone seller

Huawei supplants Apple as the second largest smartphone seller

While Huawei was already a smartphone giant, analyst numbers released today show that in the last quarter it sold more smartphones than any company in the world other than Samsung. IDC and Strategy Analyticsfound that smartphone sales slowed overall, a trend that hit Samsung the hardest of the big companies with its sales dropping off by more than 10 percent from last year. In its earnings…

[captainjajajthings]

你多久換新機？中國平均換機週期統計：這些人換機最快

 你多久換新機？中國平均換機週期統計：這些人換機最快

原創2021-09-15 08:28·找靚機

近日，知名研究機構StrategyAnalytics發佈了一份報告，報告名稱為《贏取智能手機市場的換機用戶》，通過閱讀發現，這篇文章主要介紹了中國、美國和英國開展的智能手機消費者調研，甄別出驅動消費者換機行為的關鍵因素。

 你多久換新機？中國平均換機週期統計：這些人換機最快

從報告中我們能知道，美國平均換機週期為41個月，相當於3年半才換一次手機，英國平均換機週期為38個月，約為3年，而中國的平均換機週期為28個月。

 從細分群體中可知，智能手機換機群體分為5個類別，主要是“品牌熱愛者（12%）”、“渴求地位者（23%）”、“價值最大化者（25%）”、“科技發燒友（24%）”和“低價實用者（16%）”，報告圖能明顯看出來的是，渴求地位者和科技發燒友是換機需求最高的。

 你多久換新機？中國平均換機週期統計：這些人換機最快

“渴求地位者”雖然沒有解釋，但按照我個人認為的理念來說，應該是那種比較好面子和追求身份感的群體，比如說早期蘋果引入國內時，就有很多人認為蘋果手機很高端，讓自己走在了科技前沿。雖然現在可能沒那麼多這種感覺了，但這一類人還是會存在的。

 “科技發燒友”就更好解釋了，都是那些對手機的各方面非常感興趣的人群。

 你多久換新機？中國平均換機週期統計：這些人換機最快

換機週期最久的，是“低日本藤素  日本藤素屈臣氏

日本藤素正品   japan tengsu

日本藤素進口   日本藤 素 價錢

日本藤素官網   日本藤素哪裡買

日本藤素評價   日本藤素ptt

日本藤素副作用   日本藤素吃法

日本藤素官網總代理   日本藤素香港屈臣氏

日本藤素臺灣官網入口

 價實用者”，他們不太會在意手機的外觀、性能、配置，只要手機能正常使用，簡單滿足一些日常需求，就沒有任何更換手機的必要。真要換機的時候，恐怕就是手機損壞的時候，這也是咱們常說的“夠用黨”。

 除此之外，它還報告了中國智能手機廠商的市場份額，在每個人群細分中，華為/榮耀的佔有率基本都在50%左右，堪稱恐怖，其次則是蘋果、小米等廠商。最讓我驚訝的是三星，本以為還有不少用戶存在，沒想到僅有1~3%。

 你多久換新機？中國平均換機週期統計：這些人換機最快

不過不知道再過幾年，華為的市場佔有率還會不會保持這樣的狀態。

 其實說實話，這兩年的智能手機大家也都能看出來，產品雖然有創新，但同質化確實比較嚴重，不僅配置沒有多大的差別，甚至設計都能保持一致。目前各款新手機最大的區別，反而還是系統、生態了，選擇一款手機，不再局限於性能。

 你多久換新機？中國平均換機週期統計：這些人換機最快

如果你真的不對極致性能那麼看中，憑藉著現在智能手機的價格，確實沒有太大的換機必要。不知道你們換機，需要多長的週期呢？

[campplay]

Smartphone market reached $100 billion revenue in the first quarter

Smartphone market reached $100 billion revenue in the first quarter

Muhammet Karal / Special Content The smartphone market, which had a difficult time at the beginning of the coronavirus epidemic, showed a rapid recovery towards the end of last year. According to the incoming data, the recovery in question continues rapidly in the new year. StrategyAnalytics According to the analysis made by the smartphone market, revenue reached $ 100 billion in the first…

[craftyeaglebeard]

汽車芯片短缺，中國又被“卡脖子”？

 全球最大汽車公司之一的大眾集團，近日傳出部分車型由於芯片短缺面臨生產中斷的風險。受肆虐全球的新冠肺炎疫情影響，國際芯片市場迎來短缺潮，手機行業已經遭遇芯片供應不足的困擾，而這一難題也開始出現在汽車行業。雖然多家國內汽車企業和中國汽車工業協會已經對此作出回應，表示芯片供應短缺並沒有一些媒體提到的那麼嚴重，但也讓汽車行業和半導體行業再次重視起“缺芯”問題。

影響多大

大眾汽車集團（中國）公關部相關負責人徐穎近日對《環球時報》記者回應稱，新冠疫情所帶來的不確定性影響到了一些特定汽車電子元件的芯片供應。而中國市場的全面復甦也進一步推動需求增長，使得情況更加嚴峻，導致一些汽車生產面臨中斷的風險。

除大眾外，東風本田、廣汽本田等合資車企近日對媒體的回應也都證實確實存在芯片緊張情況，但只是部分車型生產受到影響。不過，上汽通用、一汽豐田、北京奔馳等廠商以及蔚來、小鵬、理想等造車新勢力均表示影響不大，比亞迪更是表示，公司在新能源電池、芯片等方面有一整套產業鏈，不僅可以充分自給，還有餘量外供。

一家汽車零件製造商的負責人對《環球時報》記者透露，本次短缺的汽車芯片主要是在ESP（電子穩定程序系統）和ECU（電子控制單元），可能導致車載電腦模塊無法正常生產，從而影響整車製造。

中國汽車工業協會副秘書長兼行業發展部部長李邵華近日表示，由於芯片供應短缺，部分企業的生產可能在明年第一季度受到較大影響。不過，就明年全年而言，芯片短缺的影響將不會太大，目前尚難以做出定量估計。他還提醒稱，由於產業鏈各環節企業都在加長備貨週期，加之短期內芯片產能依然不足，芯片價格出現上漲或將不可避免。

為啥缺芯

隨著汽車電氣化及智能程度的提升，半導體芯片���汽車製造業內的重要性得到凸顯，並被廣泛應用在汽車的各個部分，包括多媒體娛樂系統、發動機和變速箱控制系統、安全氣囊、駕駛輔助系統、空調系統等。目前，恩智浦、瑞薩電子、英飛凌、意法半導體、德州儀器等幾家傳統汽車芯片廠商佔據著全球汽車芯片市場約一半的份額。

對於此次缺貨最為明顯的ESP和ECU芯片，國內汽車廠商的供貨主要來自德國博世和德國大陸集團。有分析人士表示，大陸集團和博世通過採購芯片再組裝成相關模塊向車企供應，由於全球芯片行業面臨缺貨問題，大陸和博世的生產面臨難題。博世方面表示，“由於一些半導體元件短缺，導致整個零部件供應鏈出現瓶頸”。大陸集團則表示，儘管芯片生產商已通過擴大產能來應對近期突增的需求，但市場所需的額外供應量將需要6-9個月才能實現，因此潛在的供應瓶頸可能會持續到2021年。

正如上述兩家公司提到的，下游汽車廠商的“缺芯”最根本原因是上游的恩智浦、英飛凌等芯片製造商的供貨不足，導致供應鏈的後續企業“難為無米之炊”。

李邵華表示，近年來，全球芯片行業產能投資相對保守，供需不平衡問題在新冠肺炎疫情前就已經有所表現。疫情加劇了產能投資的謹慎，上半年芯片行業對消費電子和汽車市場預測偏保守，對今年下半年中國汽車市場發展趨好預判及準備不足。此外，歐洲和東南亞受第二波新冠肺炎疫情的影響，主要芯片供應商降低產能或關停工廠的事件陸續發生，這進一步加劇芯片供需失衡。

半導體行業分析師林子恆接受《環球時報》記者採訪時表示，由於近年來包括手機、平板電腦、物聯網設備等智能終端的快速發展，也搶占了部分原本用於汽車芯片的半導體產能。由於物聯網、5G等領域的商業前景更廣闊，不少芯片企業更願意將產能投入到這些行業。

不過，上述汽車零件製造商的負責人也對《環球時報》記者表示，儘管芯片漲價給車企帶來一些壓力，但由於國內市場競爭激烈，加之中國又是全球少有的汽車需求有所復甦的市場，預計消費者不會看到明顯的車輛漲價現象。

車企入局

此次汽車業芯片遇到供應短缺問題也讓不少人聯想到此前輿論普遍關注的中國“缺芯之痛”。一位從事汽車發動機電子控制單元（ECU）的企業高管對《環球時報》表示，目前在我國僅摩托車和一些麵包車發動機ECU可以使用國產芯片，其他發動機ECU基本是國外產品，通過國外軟件操作系統運行。國外汽車芯片製造商英飛凌、飛思卡爾等正在主導國內汽車芯片市場，一旦這些公司暫停供應，中國汽車工業可能會面臨危機。

事實上，車用高端芯片的供需矛盾並非新話題，多年前在國內就已備受關注。而針對該問題，業內普遍發出“有沒有可替代芯片”的疑問，但不少業內人士和機構普遍認為，中國還沒有足以替代現有外國產品、自主可控的汽車芯片。

諮詢公司羅蘭貝格發布的《中國新能源汽車供應鏈白皮書2020》顯示，在全球汽車半導體行業前20強中，中國本土企業僅佔一席。美國行業研究機構StrategyAnalytics公佈的數據則顯示，英飛凌、恩智浦、意法半導體等企業基本壟斷了車用級半導體市場，這些頭部半導體企業佔據中國相關市場超過九成份額，國內本土芯片企業的市場份額僅為個位數。

《中國新能源汽車供應鏈白皮書2020》顯示，在中國每年2800萬輛的汽車市場，中國汽車半導體產值佔全球不到5%，部分關鍵零部件進口量在80%-90%。另有統計數據顯示，2019年全球汽車芯片市場規模約為3100億元，國內車規級芯片產業規模不足150億元，而同期我國汽車產業規模佔全球市場達30%以上。壯陽助勃  老中醫  韓國奇力片  鱷魚增大軟膏  黑馬Dark Hors  美國BIG PENIS

針對這種情況，國內車企中的比亞迪、上汽等已經先後入局車規級芯片領域。今年9月，由國家科技部、工信部、新能源汽車技術創新中心作為國家共性技術創新平台牽頭70餘家企事業單位成立了“中國汽車芯片產業創新戰略聯盟”，旨在建立中國汽車芯片產業創新生態，補齊行業短板。壯陽助勃  老中醫  韓國奇力片  鱷魚增大軟膏  黑馬Dark Hors  美國BIG PENIS

上述ECU企業高管對《環球時報》表示，國產車加強應用國產芯片，這能倒逼國產汽車芯片技術完善並推動生產，從而解決汽車芯片短缺難題。林子恆則表示，目前的車載芯片短缺問題讓國內汽車廠商對於國產芯片的需求和期待進一步加強，在國家政策的推動下，對更多國內相關廠商投入車載半導體供應鍊或許也是一次機遇。

[techiespage]

According to the latest report from Strategy Analytics titled “Consumer Purchase Intentions Post Covid-19”, a large chunk of Chinese users will postpone their next smartphone purchase. The survey recorded the purchase intentions of 1,300 smartphone owners in China between March 23-25. An estimated 37% of the surveyed will delay their next smartphone purchase in light of the pandemic. In addition, 32% of users planned to upgrade to a 5G device but will wait out instead. Around 28% will proceed to buy a new phone as they had planned before the coronavirus outbreak while 9% answered they won’t buy a new device under any circumstance. On the other hand, the report mentions that 41% of the Apple users in the survey are planning to upgrade to the new iPhones when they release regardless of the current situation. According to Strategy Analytics, while supply chains, factories and retail shops are slowly getting back to normal working conditions, consumer demand will take significantly longer to recover with no set time frame. Vendors and telecom operators will also have to incentivize consumers with tempting offers on new devices in order to see a return to previously estimated sales goals. . . . . #strategyanalytics #strategy #report #covid19 #chinese #china #smartphone #purchase #delay #pandemic #planned #5g #outbreak #apple #factories #supplychain #retailshop #consumer #techies_page #techies #tech #technology ##telecom #sales #usa #uk #postpone #russia #northamerica #southamerica https://www.instagram.com/p/B-uXfZdgRyV/?igshid=qc3zp8a6x6ml

[ivansolis1989]

SA：三星与华为Q1全球5G智能手机市场份额达68%

IT之家4月29日消息 今日中午，Strategy Analytics发布的最新研究报告表示，2020年第一季度，全球5G智能手机出货量激增，超过2400万部。

报告指出，2020年第一季度，三星与华为全球5G智能手机市场份额占总份额的68%。中国的5G智能手机需求高于预期。

按厂商来看，三星全球5G智能手机出货量为830万台，位居第一；华为（包括荣耀）则以800万台的全球5G智能手机出货量位列第二位；vivo、小米与OPPO以290万台、250万台、120万台的出货量分列三至五位。

IT之家了解到，全球5G智能手机市场份额分别为三星（34.4%）、华为包括荣耀（33.2%）、vivo（12.0%）、小米（10.4%）与OPPO（5%）。

▲ 图源：StrategyAnalytics

[itechblogco]

🔥Global Smartphone Shipments See Biggest Fall Ever in February 2020 👉https://bit.ly/399ytns #news #tech #computer #game #live #news #strategyanalytics

[baillieslf-blog]

LG移动部门连续15个季度亏损 官方重申不放弃手机业务 2月5日消息，据GSMArena报道，LG最新的财务报告显示，LG移动业务连续15个季度亏损。 报道称LG移动部门连续三年亏损接近25亿美元，其中2016年亏损11亿美元，2017年亏损6.44亿美元，2018年亏损4.4亿美元。 与此同时，LG市场份额也在不断下降。市场调研机构StrategyAnalytics统计数据显示，LG 2018年第三季度在全球智能手机市场份额仅为1.9%。 尽管如此，LG重申不会放弃手机业务。LG副董事长兼CEO Jo Seong-jin对外表示，LG业务组合包括汽车和家电，这两个行业都与智能手机有关，因此我们没有考虑退出智能手机业务。 Jo Seong-jin重申，物联网技术已越来越多地应用于许多行业领域，智能手机在LG物联网(IoT)生态系统中扮演者着重要角色，因此LG不会放弃手机业务。 业内人士表示，LG移动部门正在积极布局5G和可折叠智能手机，希望借此扭转困局。 纠错 WorldTech-科技新闻汇总

[pcfans]

華為銷量下滑69%，小米重回國內第一，離雷軍的目標又近了一步！

事後證明，在很長一段時間內，小米都不可能達到這個目標，而且還有下滑的趨勢。終於今天，小米的目標實現了，著名市場調研機構StrategyAnalytics公佈了2月份全球智能手機出貨量報告。

Source

from 新聞 - PCNow https://pcnow.cc/p/MyBlP1cd81.html via https://pcnow.cc

[digital-transfo]

Location Platform Benchmark Report 2020 from StrategyAnalytics compares the features of Google Maps, Here, Mapbox and TomTom via @HERE

Demand for location services and location intelligence continues to expand across multiple sectors, including automotive, enterprise and IoT, mobility services, mobile apps and digital advertising. Location platforms which can meet the needs of key sectors and use-cases will be best placed placed for growth.

Farid Mheir's insight:

WHY IT MATTERS: maps are and essential component for many digital transformation solutions. This detailed report provides a comparative study between the major providers. Sorry not to see openStreetMap or others.

[jffc-in-blog]

Xiaomi, Samsung Top Indian Smartphone Brand Consideration: Strategy Analytics

https://jffc.in/2018/06/18/xiaomi-samsung-top-indian-smartphone-brand-consideration-strategy-analytics/ #Samsung, #StrategyAnalytics, #XiaomiSamsungMostConsideredSmartphoneBrandsInIndiaStrategyAnalyticsReportXiaomi

[party-hard-or-die]

Memory boost: How chipmakers are weathering slowing smartphone sales

SEOUL/SINGAPORE (Reuters) – Investors in global chipmakers have had a rocky ride in the last few months on worries about a slowing smartphone market, but a clamor for more video content from consumers is underpinning buoyant sales for memory-chip makers.

FILE PHOTO: Microchips emerge from a machine onto a roll in the clean room at the UTAC plant in Singapore February 8, 2018. REUTERS/Thomas White/File Photo

Indeed, the earnings reports of various chipmakers and smartphone companies in the past month tell a more interesting story beyond the cooling in phone shipment volumes: smartphone makers are cramming their devices with memory to satisfy the increasing demands of consumers.

A case in point is last week’s quarterly report from Apple Inc (AAPL.O). The Cupertino, California-based company said the iPhone X was the most popular iPhone model in the March quarter – the first cycle ever where the costliest iPhone was also the most sought after.

More upbeat assessments from Samsung Electronics Co Ltd (005930.KS), Qualcomm Inc (QCOM.O), and Franco-Italian company STMicroelectronics (STM.PA), have also eased concerns.

Samsung last month forecast strong sales for “high-density” chips that have more processing power and bigger storage capacity – demand that will help it weather a decline in overall smartphone shipments as consumers are willing to pay for costlier and faster models that allow them to easily watch and store large amounts of video.

“Even as the number of smartphone shipments slow down, each smartphone will contain memory chips with bigger capacity and better performance, which, for memory chip makers, makes up for a slowdown in the number of total smartphones,” said Kim Rok-ho, an analyst at Hana Financial Investment.

That puts into perspective a warning by Taiwan Semiconductor Manufacturing Co Ltd (TSMC) (2330.TW) of softer smartphone sales, which was partly responsible for the recent selloff in Apple and other chipmakers.

The broader concerns about a slowdown in the chip market appear to have eased as well.

FILE PHOTO: Mobile memory chips made by chipmaker SK Hynix are seen in this picture illustration taken in Seoul May 10, 2013. REUTERS/Lee Jae-Won/File Photo

The Philadelphia Semiconductor Index .SOX, a proxy for global chipmakers that fell sharply from its peak in mid-March on initial iPhone sales concerns, has stabilized in the past two weeks, posting a 4.4 percent rise so far this year.

PURE-PLAY MEMORY

The $122 billion memory chip industry enjoyed an unprecedented boom since mid-2016, expanding nearly 70 percent in 2017 alone, thanks to robust growth of smartphones and cloud services that require more powerful chips that can store loads of data.

The pace of growth is set to more than halve as memory-chip prices come off their highs, but the outlook remains strong for pure-play memory chipmakers such as Micron Technology Inc (MU.O) and SK Hynix (000660.KS). Micron’s shares have risen 18 percent this year and Hynix’s stock has gained 8.5 percent.

Revenue at Micron, for instance, has grown at an average rate of about 65 percent in the two quarters it has reported this year, and analysts expect it to grow at an average of 30 percent for the rest of the year, according to Thomson Reuters I/B/E/S.

Micron and Hynix both trade at roughly 4 times forward 12-month earnings against a sector median of 16.7, suggesting that the stocks have room to grow.

Other chipmakers like Advanced Micro Devices Inc (AMD.O) and Texas Instruments (TXN.O), which are less leveraged to the smartphone market, including those that sell to carmakers, industrial, bitcoin, and gaming companies are well set up too.

PROCESSOR CHIPS VULNERABLE

All the same, the slowdown in smartphone shipments is bad news for chipmakers that design microprocessors: each phone needs just one microprocessor chip versus rapid growth of memory content in devices.

Global smartphone shipments fell 2 percent in the first quarter, following a 9 percent drop in the fourth quarter, according to market research firm StrategyAnalytics.

Qualcomm, whose Snapdragon processors power many popular smartphone models, recently showed just how far it is willing to go to hedge against a slowdown after revenue from its key licensing business slumped 44 percent in the latest quarter.

The company, which charges a fee for its chip patents based on a percentage of the selling price of a smartphone, said it would cap the phone price used to calculate that fee at $400. More expensive phones, which can sell for $1,000, would still be treated as $400 for the purpose of the Qualcomm license fee.

TSMC, whose fortunes are more closely tied with the broader smartphone industry as it is the world’s largest contract chipmaker, felt the slowdown more acutely in the latest quarter.

Qualcomm and TSMC stocks are down 21 percent and 2.6 percent respectively so far this year.

“The spending cycle (by chipmakers for investment) is continuing, but there may still be volatility similar to the correction in 2015,” Tammy Qiu, an analyst at Berenberg said in a note to clients.

Additional reporting by Tenzin Pema in Bengaluru; Editing by Miyoung Kim & Shri Navaratnam

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