2Q08

Apple
Blackberry
Samsung
Motorola
Nokia
HTC
LG
Sony
Huawei
ZTE
Lenovo
Xiaomi
Coolpad
Other
Total Aggregated
Total Smartphones

3Q08
4Q08
892,500
4,720,000
4,079,400
5,594,200
6,148,000
6,683,000
1600000

25,786,000
6,486,700
32,272,700

2Q08
Apple
Blackberry
Samsung
Motorola
Nokia
HTC
LG
Sony
Huawei
ZTE
Lenovo
Xiaomi
Coolpad
Other
Total Aggregated
Total Smartphones

25,689,400
10,868,000
36,557,400

3Q08
0.89
5.59
25.79
6.49
32.27

25,780,500
12,362,400
38,142,900

4Q08
4.72
6.15
25.69
10.87
36.56

4.08
6.68
1.60
25.78
12.36
38.14

1Q09

2Q09
3,848,100
7,533,600
1,026,000
1,285,714

3Q09
5,325,000
7,782,200
1,254,000
1,571,429

4Q09
7,400,000
8,522,700
1,425,000
1,785,714

1,960,000

2,400,000

2,659,500

20,853,986
15,653,414
36,507,400

22,630,171
18,332,629
40,962,800

19,497,386
21,792,914
41,067,600

1Q09

2Q09
3.85
7.53
1.03
1.29
1.96
20.85
15.65
36.51

3Q09
5.33
7.78
1.25
1.57
2.40
22.63
18.33
40.96

8,700,000
10,100,000
1,995,000
2,500,000
3,460,076

27,080,224
26,755,076
53,835,300
7142857.142857
4Q09

7.40
8.52
1.43
1.79
2.66
19.50
21.79
41.07

8.70
10.10
2.00
2.50
3.46
27.08
26.76
53.84

1Q10

2Q10

3Q10

4Q10

8,750,000
10,500,000
2,400,000
2,300,000

8,400,000
11,200,000
3,000,000
2,700,000

14,100,000
12,100,000
7,500,000
3,800,000

16,240,000
14,200,000
10,700,000
4,900,000

3,234,613

5,426,009

6,839,378

9,100,000
4,700,000
5,200,000

1,600,000

27,320,887
27,184,613
54,505,500
0.18
1Q10

31,332,091
30,726,009
62,058,100
0.19
2Q10

8.75
10.50
2.40
2.30
3.23
27.32
27.18
54.51

35,193,222
45,939,378
81,132,600
0.28
3Q10

8.40
11.20
3.00
2.70
5.43
31.33
30.73
62.06

36,110,300
65,040,000
101,150,300
0.35
119,090,000
4Q10

14.10
12.10
7.50
3.80
6.84
1.60
35.19
45.94
81.13

16.24
14.20
10.70
4.90
9.10
4.70
5.20
36.11
65.04
101.15

(Millions

Source: IDC, Str

540%
1Q11

2Q11

271%
3Q11

4Q11

18,650,000
13,004,000
12,600,000
4,100,000

20,340,000
13,200,000
19,200,000
4,400,000

17,295,300
12,701,100
27,800,000
4,800,000

9,000,000
4,700,000
4,900,000
4,000,000
2,200,000
105,624

12,100,000
5,400,000
5,300,000
4,100,000
2,700,000
152,754

13,200,000
5,900,000
7,600,000
4,400,000
3,100,000
406,300

350,000
26,019,376
73,609,624
99,775,000
18%

1,000,000
20,847,646
87,892,754
107,740,400
22%

1,500,000
17,982,700
98,702,700
115,185,400
24%

1Q11

2Q11
18.65
13.00
12.60
4.10
9.00
4.70
4.90
4.00
2.20
0.11
0.35
26.02
73.61
99.78

3Q11
20.34
13.20
19.20
4.40
12.10
5.40
5.30
4.10
2.70
0.15
1.00
20.85
87.89
107.74

241%
37,040,000
13,184,500
36,500,000
5,300,000
2,000,000
10,000,000
7,300,000
7,100,000
7,500,000
3,800,000
2,459,190
276,000
1,750,000
17,242,610
134,209,690
149,041,800
36%
241,514,900
4Q11

17.30
12.70
27.80
4.80
13.20
5.90
7.60
4.40
3.10
0.41
1.50
17.98
98.70
115.19

37.04
13.18
36.50
5.30
2.00
10.00
7.30
7.10
7.50
3.80
2.46
0.28
1.75
17.24
134.21
149.04

Global Smar

Global Smar

(Millions)

Source: IDC, Strategy Analytics, BI Intelligence Estimates; *Inclu

235%
1Q12

161%
2Q12

35,064,000
9,939,300
42,200,000
5,100,000
2,000,000
6,900,000
5,500,000
7,300,000
7,000,000
5,000,000
2,986,400
1,100,321
2,500,000
15,641,300
132,590,021
144,391,700
45%
1Q12

3Q12
26,000,000
7,991,200
50,200,000
5,500,000
4,000,000
9,000,000
5,300,000
7,400,000
6,600,000
5,000,000
4,647,468
2,111,765
3,865,012
22,238,632
137,615,445
153,686,100
43%

2Q12
35.06
9.94
42.20
5.10
2.00
6.90
5.50
7.30
7.00
5.00
2.99
1.10
2.50
15.64
132.59
144.39

105%

4Q12
26,900,000
47,800,000
8,946,800
7,333,000
56,900,000
63,500,000
4,800,000
4,600,000
2,900,000
4,400,000
7,700,000
6,600,000
7,000,000
8,600,000
8,900,000
9,300,000
7,600,000
10,300,000
6,800,000
9,200,000
6,400,000
9,000,000
1,262,500
2,600,000
5,151,000
6,538,135
24,989,700
26,962,400
151,260,300
189,771,135
176,250,000
207,662,400
53%
39%

3Q12
26.00
7.99
50.20
5.50
4.00
9.00
5.30
7.40
6.60
5.00
4.65
2.11
3.87
22.24
137.62
153.69

74%

4Q12
26.90
8.95
56.90
4.80
2.90
7.70
7.00
8.90
7.60
6.80
6.40
1.26
5.15
24.99
151.26
176.25

47.80
7.33
63.50
4.60
4.40
6.60
8.60
9.30
10.30
9.20
9.00
2.60
6.54
26.96
189.77
207.66
74.0%

bal Smartphone Shipments B

bal Smartphone Shipments B

ce Estimates; *Includes Motorola Shipments Starting Q4 2014

65%
1Q13

54%
2Q13

37,400,000
6,218,600
69,700,000
2,500,000
5,600,000
4,800,000
10,300,000
8,900,000
10,300,000
9,000,000
7,600,000
4,479,000
7,432,911
31,969,489
184,230,511
216,200,000
50%
1Q13

3Q13
31,200,000
6,800,000
77,300,000
2,100,000
7,400,000
4,300,000
12,100,000
10,200,000
10,400,000
10,800,000
11,300,000
4,400,000
9,426,700
42,273,300
197,726,700
240,000,000
56%
471,742,600

2Q13
37.40
6.22
69.70
2.50
5.60
4.80
10.30
8.90
10.30
9.00
7.60
4.48
7.43
31.97
184.23
216.20
65.2%

44%
4Q13
33,800,000
3,700,000
82,200,000
2,300,000
8,800,000
5,900,000
12,000,000
10,000,000
12,600,000
12,500,000
11,550,000
5,100,000
10,522,800
43,927,200
210,972,800
254,900,000
45%
681,990,200
3Q13

31.20
6.80
77.30
2.10
7.40
4.30
12.10
10.20
10.40
10.80
11.30
4.40
9.43
42.27
197.73
240.00
54.0%

26%
51,000,000
1,900,000
80,000,000
2,200,000
8,200,000
5,000,000
13,200,000
12,000,000
16,400,000
10,500,000
13,900,000
4,721,000
9,988,000
51,441,000
229,009,000
280,450,000
35%
991,550,000
4Q13

33.80
3.70
82.20
2.30
8.80
5.90
12.00
10.00
12.60
12.50
11.55
5.10
10.52
43.93
210.97
254.90
44.5%

pments By Vendor

51.00
1.90
80.00
2.20
8.20
5.00
13.20
12.00
16.40
10.50
13.90
4.72
9.99
51.44
229.01
280.45
26.0%

pments By Vendor

ting Q4 2014

25%
1Q14

-4%
2Q14

43,700,000
1,300,000
87,000,000
6,100,000
7,100,000
4,800,000
12,300,000
11,600,000
13,550,000
10,250,000
13,100,000
11,000,000
12,100,000
49,100,000
233,900,000
283,000,000
31%
1,282
1Q14

35,200,000
1,600,000
74,300,000
5,500,000
5,800,000
4,500,000
14,500,000
13,100,000
20,300,000
11,000,000
15,800,000
15,100,000
12,800,000
65,800,000
229,500,000
295,300,000
23%
2Q14

43.70
1.30
87.00
6.10
7.10
4.80
12.30
11.60
13.55
10.25
13.10
11.00
12.10
49.10
233.90
283.00
24.8%

3Q14
35.20
1.60
74.30
5.50
5.80
4.50
14.50
9.40
20.30
11.00
15.80
15.10
12.80
65.80
229.50
295.30
-3.9%

4Q14
39.30
2.10
78.50
8.70
9.30
5.40
16.80
8.50
16.80
15.40
16.90
17.30
14.00
78.00
249.00
327.00
28.3%
-4.5%

74.50
1.90
74.80
6.00
6.00
15.50
12.00
23.80
13.00
24.70
17.00
10.10
97.70
279.30
377.00

400
350
300
250
200
150
100
50
-

50
-

Apple
Blackberry
Samsung
Motorola
Nokia
HTC
LG
Sony
Huawei
ZTE
Lenovo
Xiaomi
Coolpad
Other
Total Aggregated
Total Smartphones

13%
-76%
-4%
162%
-22%
5%
20%
28%
95%
2%
40%
243%
36%
56%
16%
23%

3Q13
Apple
Blackberry
Samsung
Motorola
Nokia
HTC
LG
Sony
Huawei
ZTE
Lenovo
Xiaomi
Coolpad
Other
Total Aggregated
Total Smartphones

16%
-43%
-5%
278%
6%
-8%
40%
-15%
33%
23%
46%
239%
33%
78%
18%
28%

13%
1%
32%
1%
3%
2%
5%
4%
5%
5%
5%
2%
4%
17%

3Q14
12% Apple
1% Blackberry
24%
Samsung
3%
Motorola
3% Nokia
2% HTC
5% LG
3% Sony
5% Huawei
5% ZTE
5% Lenovo
4% Xiaomi
4% Coolpad
24% Other
Total Aggregated
Total Smartphones

Global
Smartphone
S
100%
90%
80%
70%
60%
50%
40%
30%
20%
10%

30%
20%
10%
0%

Source: IDC, Strategy Analytics, BI Intelligence Estimates; *I

hone Shipments Market Shar

Estimates; *Includes Motorola Shipments Starting Q4 2014

t Share By Vendor

2014

Smartphones

2006
0.075

2007
0.12
60%

2008
0.14
17%

0.075
0.12
0.14
75,000,000 120,000,000 140,000,000

4
3.5
3
2.5
2
(Billions)
1.5

Global Sma

2
(Billions)
1.5
1
0.5
0

Source: BI Intelligence Estimates

2009
0.175
25%

2010
0.3
71%

2011
0.472
57%

2012 2013E
0.682
0.991
44%
45%
42%
48%
0.175
0.3
0.472
0.675
0.975
175,000,000 300,000,000 472,000,000 675,000,000 975,375,000

obal Smartphone Shipments

We Are
Here

16%
CAGR
20152020

2014E

2015E

2016E

2017E

1.282
1.632
2.045
2.49
2.87
29%
27%
25%
22%
15%
49%
40%
34%
30%
24%
1.316
1.632
1.943
2.234
2.435
1,316,756,250 1,632,777,750 1,943,005,523 2,234,456,351 2,435,557,422

hipments Forecast

2018E

16%
CAGR
20152020

2019E

2020E
3.15
10%
20%

3.37
7%
16%

India
Total Mobile
1Q12
Smartphone S

2Q12
2

3Q12
3

4Q12
4

India Quart

1Q13

2Q13
6
208%

66.5137615 67.6842105
3Q13
4Q13
1Q14
10
13
22
246%
208%
305%

63.0434783
2Q14
18
18
186%
84%

Quarterly Smartphone Ship

72.5
3Q14

64.3
4Q14

23
84%

23
4%

e Shipments

2012
2013
2014

16.2
44.2
81.81

Smartphone S
Feature Phon
Mobile Phone

2008
0.14
1.082
1.222
1,222,253

0%
2009
0.175
1.038
1.213
1,211,240
-1%

1.082
1,082,965

1.038
1,038,867

0%
2010
0.3
1.297
1.597
1,596,714
32%

0%
2011
0.472
1.303
1.775
1,775,712
11%
Feature phone g
Smartphone grow
1.297
1.303
1,297,867
1,303,969

Mobile Phone
4
3.5
3
(Billions)

2.5
2

(Billions)

2.5
2
1.5
1
0.5

0
2008 2009 2010 2011
Source: BI Intelligence Estimates

0%
54%
68%
79%
86%
2012 2013E
2014E
2015E
2016E
0.682
0.991
1.282
1.632
2.045
1.063
0.838
0.605
0.443
0.34
1.745
1.829
1.887
2.075
2.385
1,737,922
1,813,272
1,922,068
2,075,834
2,283,417
-2%
4%
6%
8%
10%
-18%
-21%
-28%
-27%
-23%
44%
45%
29%
27%
25%
1.063
0.838
0.605
0.443
0.34
1,063,003
837,897
605,311
443,056
340,412

Phone Annual Shipments For

010 2011 2012 2013E2014E2015E2016E20

90%
2017E
2.49
0.277
2.767
2,511,759
10%
-19%
22%
0.277
277,303

92%
2018E
2.87
0.252
3.122
2,687,582
7%
-9%
15%
0.252
252,025

93%
2019E

94%
2020E

3.15
0.24
3.39

-5%
10%

ents Forecast

3.37
0.232 -0.1213481
3.602

-3%
7%

5E2016E2017E2018E2019E2020E

India Smartphone Market Vendor Share

1Q14
Samsung
Micromax
Intex
Lava
Xiaomi
Others
Karbonn
Motorola
Nokia

2Q14

3Q14

4Q14

35%
15%

29%
18%

24%
20%

6%

6%

8%

30%
10%

34%
8%
5%

36%
8%
5%

22%
18%
8%
7%
4%
41%

4%

India Smart

30%

4%

10%
6%
15%

6%
15%

35%

Smartphone Vendor Market

By Quarter
34%

36%

5%

5%

8%

8%

6%
18%

8%
20%

8%
6%
18%

29%

8%
20%

24%

arket Share

36%

41%

5%

8%

8%

20%

4%
7%
8%

8%

8%

20%

24%

7%
8%
18%

22%

Shipmen
ROW
China
India
Global To

0.472
2011
0.38
0.09
0.01
0.47

Growth
ROW
China
India
Glboal Total

0.682
2012
0.49
0.18
0.016
0.68

0.991
2013
0.59
0.36
0.044
0.99

30%
102%
100%
44%

21%
100%
176%
45%

1.282
2014
0.74
0.46
0.088
1.28
42%
7%
26%
26%
99%
29%
35%

Global Smar
China Vs.
4

(Billions)

(Billions)

2011

2012

Source: BI Intelligence Estimates, IDC

2013

1.632
2015E

2.045
2016E

2.49
2017E

2.87
2018E

3.15
2019E

0.99
0.51
0.134
1.63
39%
8%
34%
12%
52%
27%

1.32
0.55
0.19
2.05
36%
9%
33%
7%
38%
25%

1.64
0.59
0.27
2.49
34%
11%
25%
7%
44%
22%

1.91
0.62
0.35
2.87
34%
12%
16%
6%
29%
15%

2.04
0.69
0.42
3.15
35%
13%
7%
11%
21%
10%

31%

27%

23%

22%

22%

bal Smartphone Shipments F

China Vs. India Vs. Rest Of W

012

2013

2014

2015E

2016E

20

3.37
2020E

CAGR
2.10
0.75
0.52
3.37
38%
15%
3%
9%
25%
7%

16%
8%
31%
16%

22%

ments Forecast
est Of World

016E

2017E

2018E

2019E

2020E

2020E

1Q09

2.759

Android
Apple

4%
17%

Other (With Symbian)

Symbian
Blackberry
Other
Microsoft

51%
45%
21%
6%
7.9%

6.185
124%

2Q09

3Q09

4Q09

8%
16%

10%
15%

17%
14%

50%
44%
19%
5%
7.8%

49%
44%
20%
4%
6.8%

45%
41%
19%
4%
4.9%

1Q10

2Q10

3Q10

25%
17%

31%
16%

36%
17%

40%
36%
15%
4%
2.7%

36%
33%
13%
3%
3.4%

31%
27%
13%
3%
3.6%

Glo

Source: BI Intelligence Estim

4Q10

1Q11

2Q11

43%
18%

53%
15%

51%
24%

25%
22%
12%
3%
1.6%

20%
17%
11%
3%
1.5%

15%
12%
9%
3%
1.9%

Global Smartphone Ship

By Platf

Source: BI Intelligence Estimates

3Q11

4Q11

1Q12

56%
23%

64%
19%

72%
14%

12%
9%
7%
4%
1.9%

9%
6%
5%
3%
2.7%

6%
3%
5%
3%
2.4%

tphone Shipments Market Share

By Platform

2Q12

3Q12

4Q12

70%
21%

74%
18%

79%
13%

3%
1%
4%
2%
3.0%

2%
1%
3%
1%
2.9%

1%
0.2%
2.9%
0.7%
3.7%
100.9%

arket Share

Android
Apple
Other (With Symbian)
Symbian
Blackberry
Other
Microsoft

100%
90%
80%
70%
60%

Share of Global Unit Shipme

80%
70%
60%
50%
40%
30%
20%
10%
0%

Share of Global Unit Shipme

1Q13

2Q13

3Q13

81.2%
13.2%

80%
13%

81.1%
15.4%

0.5%

1%

0.3%

1.4%

2%

0.5%

3.9%
100.0%

4%
100%

2.7%

IDC

Strategy

IDC

0.81
0.129

0.813
0.134

0.793
0.132

0.006

0.002

0.007

0.017

0.01

0.006

0.036

0.041

0.038

of Global Unit Shipments

of Global Unit Shipments

4Q13

1Q14

2Q14

78.3%
17.6%

81.1%
15.4%

84.5%
11.9%

0.4%

0.3%

0.2%

0.6%

0.5%

0.6%

3.1%

2.7%

2.7%

Strategy
0.784
0.132
0.007
0.006
0.032

3Q14

4Q14
84%
12%

77%
20%

76.5%
19.8%

0%

1%

0.5%

1%

1%

0.5%
2.8%

3%

3%

Smartphone Platform Shipments And Market Share

1Q09
Google Android
Apple iOS
Others
RIM/ Blackberry
Microsoft/Windows

Android
iOS
Others
Blackberry
Microsoft Windows

575,300
3,848,100
17,825,300
7,533,600
3,738,700
1Q09

Android
iOS
Others
Blackberry
Microsoft Windows

0.6
3.8
17.8
7.5
3.7

Global Smart

(Millions)

(Millions)

Source: BI Intelligence Estimates

2Q09

3Q09
755,900
5,325,000
20,880,800

1,424,500
7,040,400
18,314,800
8,522,700

7,782,200
3,829,700
2Q09

4Q09

23,857,100

10,100,000
4,202,700

3,259,900
3Q09

0.8
5.3
20.9
7.8
3.8

4,042,700

8,700,000

4Q09
1.4
7.0
18.3
8.5
3.3

4.0
8.7
23.9
10.1
4.2

obal Smartphone Shipments

1Q10

2Q10

3Q10

5,226,600
8,359,700
24,067,700

10,652,700

20,544,000

8,400,000

14,100,000

25,386,800

29,480,100

10,500,000
3,696,200

11,200,000
3,058,800

12,100,000
2,203,900

1Q10

2Q10
5.2
8.4
24.1
10.5
3.7

3Q10
10.7
8.4
25.4
11.2
3.1

20.5
14.1
29.5
12.1
2.2

Shipments By Platform

4Q10

1Q11
30,845,200

1Q11
30.8
16.2
32.6
14.2
3.4

46,775,900

36,267,800
16,883,200
27,598,500
13,004,000
2,582,100

16,240,000
32,642,100
14,200,000
3,375,300
4Q10

2Q11

20,340,000
23,853,200

13,200,000
1,723,800
2Q11

36.3
16.9
27.6
13.0
2.6

tform
400
350
300
250
200
150

46.8
20.3
23.9
13.2
1.7

200
150
100
50
0
Source: Gartner

3Q11

4Q11
60,490,400

75,906,100
35,456,000
17,485,400
13,184,500
2,759,000

17,295,300
19,500,100

12,701,100
1,701,900
3Q11

1Q12

4Q11
60.5
17.3
19.5
12.7
1.7

81,067,400
33,120,500
12,466,900
9,939,300
2,712,500
1Q12

75.9
35.5
17.5
13.2
2.8

81.1
33.1
12.5
9.9
2.7

2Q12

3Q12
98,529,300
28,935,000
9,071,500
7,991,200
4,087,000
148,614,000

2Q12

4Q12
122,480,000
23,550,300
4,404,900
8,946,800
4,059,200
163,441,200

3Q12
98.5
28.9
9.1
8.0
4.1

144,720,000
47,800,000
2,569,100
7,333,000
6,185,000
208,607,100
4Q12

122.5
23.6
4.4
8.9
4.1

144.7
47.8
2.6
7.3
6.2

1Q13

2Q13
156,186,000
38,331,800
1,349,400
6,218,600
5,989,200

1Q13

3Q13
186,849,100
31,549,850
1,200,000
6,490,000
9,000,000
235,088,950

2Q13
156.2
38.3
1.3
6.2
6.0

3Q13
186.8
31.5
1.2
6.5
9.0
58%

IDC
Android
iOS
Others
Blackberry
Microsoft Windows

208,000,000
33,800,000
1,100,000
3,500,000
9,850,000
256,250,000
208.0
33.8
1.1
3.5
9.9

Strategy
211,600,000
33,800,000
1,700,000
4,500,000
9,500,000

204,400,000
33,800,000
500,000
2,500,000
10,200,000

4Q13

1Q14
226,900,000
51,000,000
1,250,000
1,700,000
9,100,000
289,950,000

4Q13

2Q14
229,513,000
43,582,000
849,000
1,415,000
7,641,000
283,000,000

1Q14
226.9
51.0
1.3
1.7
9.1

IDC

295,300,000.00
2Q14

229.5
43.6
0.8
1.4
7.6

249.60
35.20
0.60
1.90
8.00
295
12%

227,700,000
51,000,000
500,000
1,700,000
9,400,000
290,300,000
289,950,000

30%

Strategy
226,100,000
51,000,000
2,000,000
1,700,000
8,800,000
289,600,000

78%
18%
0%
1%
3%
26%
3Q14

4Q14
273.37
40.22
0.33
1.96
10.79
327

288.50
74.50
1.90
1.70
10.40
377

76.5%
19.8%
0.5%
0.5%
2.8%

81%
15%
0%
1%
3%

34%

Jan 10
Android
Apple
BlackBerry
Microsoft
Other

Feb 10

Mar 10

Apr 10

7%
25%
43%
16%
9%

9%
25%
42%
15%
8%

9%
25%
42%
15%
8%

12%
25%
41%
14%
8%

42.7
3.0
10.7
18.4
6.7
3.9

45.4
4.1
11.5
19.1
6.9
3.8

47
4.2
11.9
19.7
7.1
3.9

48
5.8
12.1
19.8
6.7
3.8

43

Android
Apple
Blackberry
Microsoft
Other

May 10

Jun 10

Jul 10

Aug 10

Sep 10

Oct 10

13%
24%
42%
13%
8%

15%
24%
40%
13%
8%

17%
24%
39%
12%
8%

20%
24%
38%
11%
8%

21%
24%
37%
10%
7%

24%
25%
36%
10%
6%

49.1
6.4
12.0
20.5
6.5
3.8

51.3
7.6
12.5
20.6
6.6
4.0

53.4
9.1
12.7
21.0
6.3
4.3

55.7
10.9
13.5
20.9
6.0
4.3

58.7
12.6
14.3
21.9
5.9
4.1

60.7
14.3
14.9
21.7
5.9
3.9

Nov 10

Dec 10

Jan 11

Feb 11

Mar 11

Apr 11

26%
25%
34%
9%
7%

29%
25%
32%
8%
6%

31%
25%
30%
8%
6%

33%
25%
29%
8%
5%

35%
26%
27%
8%
5%

36%
26%
26%
7%
5%

61.5
16.0
15.4
20.6
5.5
4.0

63.2
18.1
15.8
20.0
5.3
4.0

65.8
20.5
16.3
20.0
5.3
3.8

69.5
22.9
17.5
20.1
5.4
3.6

72.5
25.2
18.5
19.6
5.4
3.8

74.6
27.2
19.4
19.2
5.0
3.9

May 11

Jun 11
38%
27%
25%
6%
5%

76.8
29.3
20.4
19.0
4.5
3.7

Jul 11
40%
27%
23%
6%
4%

78.5
31.5
20.9
18.4
4.6
3.2

Aug 11

Sep 11

42%
27%
22%
6%
4%

44%
27%
20%
6%
4%

69%

71%

82.2
34.4
22.2
17.8
4.7
3.1

84.5
36.9
23.1
16.6
4.8
3.0

Oct 11
45%
27%
19%
6%
3%

46%
28%
17%
5%
3%

87.4
39.2
23.9
16.5
4.9
2.9

90
41.7
25.3
15.5
4.9
2.7

Nov 11

Dec 11

Jan 12

Feb 12

Mar 12

Apr 12

47%
29%
17%
5%
3%

47%
30%
16%
5%
2%

49%
30%
15%
4%
2%

50%
30%
13%
4%
2%

51%
31%
12%
4%
2%

51%
31%
12%
4%
2%

91.4
42.9
26.2
15.2
4.8
2.4

97.9
46.3
29.0
15.7
4.6
2.3

100
48.6
29.5
15.2
4.4
2.3

104
52.1
31.4
13.9
4.1
2.5

106
54.1
32.5
13.0
4.1
2.2

107
54.4
33.6
12.4
4.3
2.4

May 12

Jun 12
51%
32%
11%
4%
2%

110
56.0
35.1
12.5
4.4
2.0

Jul 12
52%
32%
11%
4%
1%

112
57.8
36.3
12.0
4.3
1.7

Aug 12

Sep 12

52%
33%
10%
4%
1%

53%
34%
8%
4%
1%

86%

87%

114
59.5
38.1
10.8
4.1
1.5

116.5
61.3
40.0
9.7
4.2
1.4

Oct 12
53%
34%
8%
4%
1%

53.6%
34%
8%
3.2%
1%

119.3
62.6
40.9
10.0
4.3
1.4

121.3
65.0
41.6
9.5
3.9
1.3

100%
90%
80%
70%
60%

80%
70%
60%
50%
40%
30%
20%
10%
0%

Source: comSc

Nov 12

100%
90%
80%
70%
60%

Dec 12

Jan 13

Feb 13

Mar 13

Apr 13

53.7%
35%
7%
3.0%
1%

53.4%
36%
6%
2.9%
1%

52.3%
38%
6%
3.1%
1%

51.7%
39%
5%
3.2%
1%

52.0%
39%
5%
3.0%
1%

52.0%
39%
5%
3.0%
1%

123.3
66.2
43.2
9.0
3.7
1.2

125.9
67.2
45.7
8.1
3.7
1.3

129.4
67.7
48.9
7.6
4.0
1.2

133.7
69.1
52.0
7.2
4.3
1.1

136.7
71.1
53.3
7.1
4.1
1.1

138.5
72.0
54.3
7.1
4.2
1.0

US Smartphone

80%
70%
60%
50%
40%
30%
20%
10%
0%

ource: comScore

May 13
Jun 13
Jul 13
Aug 13
Sep 13
Oct 13
52.4%
52.0%
51.8%
51.6%
51.8%
52.2%
39%
40%
40%
41%
40.6%
40.6%
5%
4%
4%
4%
3.8%
3.6%
3%
3%
3%
3%
3.3%
3.2%
1%
1%
0%
0%
0.3%
0.2%

141
73.9
55.3
6.8
4.2
0.8

142
73.8
56.7
6.2
4.4
0.9

143.3
74.2
57.9
6.2
4.3
0.4

145
74.8
59.0
5.8
4.6
0.4

5.9
147.9
76.6
60.0
5.6
4.9
0.4

149.2
77.9
60.6
5.4
4.8
0.3

hone Platform Market Share

Nov 13

Dec 13

Jan 14

51.9%
41.2%
3.5%
3.1%
0.2%

51.5%
41.8%
3.4%
3.1%
0.2%

152.5
79.1
62.8
5.3
4.7
0.3

8.1
156
80.3
65.2
5.3
4.8
0.3

Share

Feb 14
51.7%
41.6%
3.1%
3.2%
0.4%

159.8
82.6
66.5
5.0
5.1
0.6

Mar 14

Apr 14

52.1%
41.3%
2.9%
3.4%
0.3%

52.2%
41.4%
2.7%
3.3%
0.4%

163.2
85.0
67.4
4.7
5.5
0.5

10
166
86.7
68.7
4.5
5.5
0.7

52.5%
41.4%
2.5%
3.3%
0.2%

167.9
88.1
69.5
4.2
5.5
0.3

May 14
Jun 14
Jul 14
Aug 14
Sep 14
Oct 14
52.1%
51.9%
51.5%
52.0%
52.1%
52.3%
41.9%
42.1%
42.4%
42.0%
41.7%
41.9%
2.3%
2.4%
2.3%
2.3%
2.3%
2.1%
3.4%
3.4%
3.6%
3.5%
3.6%
3.5%
0.1%
0.1%
0.1%
0.1%
0.2%
0.1%

169
88.0
70.8
3.9
5.7
0.2

173
89.8
72.8
4.2
5.9
0.2

173
89.1
73.4
4.0
6.2
0.2

174
90.5
73.1
4.0
6.1
0.2

174
90.7
72.6
4.0
6.3
0.3

176
92.0
73.7
3.7
6.2
0.2

Nov 14

Dec 14
52.6%
41.8%
2.0%
3.4%
0.1%

53.1% Android
41.6% Apple
1.8% BlackBerry
3.4% Microsoft
0.1% Other

178
93.6
74.4
3.6
6.1
0.2

5.99
3.15
182
96.6 Android
75.7 Apple
3.3 BlackBerry
6.2 Microsoft
0.2 Other

7%
4%
-18%
-1%
-48%

Apple
Samsung
LG
Motorola
HTC
BlackBerry
Other

Dec-12
36%
21%
7%
9%
10%
6%
9.9%
100%
125.9

100%
90%
80%
70%
60%
50%
40%

Jan-13
38%
21%
7%
9%
10%
6%
9.6%
100%

Feb-13
39%
21%
7%
8%
9%
5%
9.9%
100%

Mar-13
39%
22%
7%
9%
9%
5%
9.8%
100%
136.7

Apr-13
39%
22%
7%
8%
9%
5%
9.8%
100%

US Smartph

60%
50%
40%
30%
20%
10%
0%
Dec-12

Source: comScore

Mar-13

Jun-13

May-13
39%
23%
7%
8%
9%
5%
9.8%
100%

Jun-13
40%
24%
7%
7%
9%
4%
9.7%
100%
142

Jul-13
40%
24%
7%
7%
8%
4%
9.5%
100%

Aug-13
41%
24%
7%
7%
7%
4%
10.0%
100%

Sep-13
40.6%
25%
7%
7%
7%
3.8%
10.2%
100%
147.9

Oct-13
40.6%
25%
7%
7%
7%
3.6%
10.1%
100%

martphone Vendor Market Sh

un-13

Sep-13

Dec-13

Mar-14

Jun-

Nov-13
41.2%
26%
7%
7%
6%
3.5%
9.7%
100%

Dec-13
41.8%
26%
7%
7%
6%
3.4%
9.7%
100%
156

rket Share

Jan-14
41.6%
27%
7%
6%
5%
3.1%
9.9%
100%

Feb-14
41.3%
27%
7%
6%
5%
2.9%
10.3%
100%

Mar-14
41.4%
27%
7%
6%
5%
2.7%
10.4%
100%
166

Apr-14
41.4%
28%
7%
6%
5%
2.5%
10.3%
100%

14

Jun-14

Sep-14

Dec-14

May-14
41.9%
28%
7%
6%
5%
2.3%
10.1%
100%

Jun-14
42.1%
29%
6%
6%
5%
2.4%
9.8%
100%

Jul-14
42.4%
28%
6%
6%
5%
2%
10%
100.0%

Aug-14
42.0%
29%
7%
5%
5%
2%
10%
100.0%

Sep-14
41.7%
29%
7%
5%
4%
2%
10%
100.0%

Oct-14
41.9%
29%
7%
5%
4%
2%
10%
100.0%

Nov-14
0.418
0.297
0.076
0.052
0.037
0.02
0.1
100.0%

Dec-14
42% Apple
29.7% Samsung
8% LG
5% Motorola
4% HTC
2% BlackBerry
10% Other
100.0%

UK
2Q12
Android
iOS
Windows Pho
BlackBerry
Other

3Q12
57%
25%
5%
11%
2%

59%
27%
4%
9%
1%

Germany
2Q12
3Q12
Android
72%
iOS
16%
Windows Pho
6%
BlackBerry
1%
Other
6%
Italy
2Q12
Android
iOS
Windows Pho
BlackBerry
Other
Spain
2Q12

Android
iOS
Windows Pho
BlackBerry
Other

74%
17%
6%
1%
3%

54%
23%
13%
3%
7%

71%
16%
8%
3%
3%

2Q13
94%
3%
1%
0%
2%

1Q13
61%
24%
5%
5%
5%

4Q12

2Q13

1Q13

4Q12

79%
12%
6%
1%
2%

63%
20%
11%
3%
4%

86%
7%
1%
2%
3%

62%
16%
5%
7%
10%

55%
31%
9%
4%
1%

2Q13

1Q13

4Q12

(average)
3Q12

58%
29%
7%
5%
1%

69%
22%
3%
1%
5%

84%
2%
2%
5%
6%

2Q13

1Q13

4Q12

3Q12
60%
14%
2%
10%
14%

EU5
2Q12

78%
12%
3%
2%
6%

3Q12

France
2Q12

54%
32%
6%
6%
1%

61%
14%
11%
3%
10%

82%
3%
2%
9%
4%

1Q13

4Q12

3Q12
55%
17%
8%
6%
15%

Android
iOS
Windows Pho
BlackBerry
Other

4Q12

91%
6%
1%
0%
2%

2Q13
63%
21%
7%
4%
4%

1Q13

69%
13%
10%
3%
6%

2Q13

Android
iOS
Windows Pho
BlackBerry
Other

65%
15%
5%
7%
8%
100%

100%
90%
80%
70%
60%
50%
40%
30%

69%
14%
5%
5%
7%

65%
22%
6%
3%
4%

70%
18%
7%
2%
3%

73%
16%
7%
2%
3%

EU5 Smartph

40%
30%
20%
10%
0%
2Q12

3Q12

4Q12

1Q13

Source: Kantar Worldpanel, Note: EU5 Includes Germany, It

3Q13

4Q13
58%
27%
11%
3%
0%

3Q13

55%
30%
11%
3%
1%

4Q13
78%
11%
9%
1%
2%

3Q13

1Q14

4Q13

3Q13

3Q13

76%
12%
10%
1%
1%

2Q14
89%
8%
3%
0%
1%

1Q14
66%
20%
11%
2%
1%

4Q13

2Q14

1Q14

4Q13

81%
11%
6%
0%
1%

71%
13%
14%
1%
1%

86%
7%
6%
0%
1%

68%
15%
11%
5%
1%

2Q14

1Q14

4Q13

61%
29%
10%
1%
0%

77%
15%
7%
1%
1%

66%
13%
17%
2%
2%

90%
5%
4%
0%
1%

2Q14
56%
32%
9%
2%
0%

75%
17%
6%
1%
1%

72%
10%
14%
2%
2%

3Q13

1Q14

84%
7%
8%
0%
1%

2Q14
65%
23%
8%
1%
2%

1Q14

71%
15%
11%
1%
2%

2Q14

3Q14

4Q14

73%
14%
10%
2%
1%

70%
17%
10%
1%
1%

71%
18%
8%
1%
1%

75%
15%
9%
1%
1%

74%
15%
9%
0%
2%

66%
24%
9%
0%
1%

martphone Platform Market S

1Q13

2Q13

3Q13

es Germany, Italy, Spain, France, And The UK

4Q13

1Q14

arket Share

1Q14

2Q14

3Q14

4Q14

UK
2Q12
Android
iOS
Windows Pho
BlackBerry
Other

100%
90%
80%
70%
60%
50%
40%
30%

3Q12
57%
25%
5%
11%
2%
100%

4Q12
59%
27%
4%
9%
1%
100%

1Q13
54%
32%
6%
6%
1%
100%

2Q13
58%
29%
7%
5%
1%
100%

55%
31%
9%
4%
1%
100%

UK Smartpho

40%
30%
20%
10%
0%
2Q12

3Q12

4Q12

1Q13

Source: Kantar Worldpanel; Note: Data Shows Device Sales S

3Q13

4Q13
58%
27%
11%
3%
0%
100%

1Q14
55%
30%
11%
3%
1%
100%

2Q14
56%
32%
9%
2%
0%
100%

3Q14
61%
29%
10%
1%
0%
100%

4Q14
58%
31%
10%
1%
1%

51%
42%
7%
1%
0%

artphone Platform Market Sh

1Q13

2Q13

3Q13

Device Sales Share Per Quarter

4Q13

1Q14

rket Share

1Q14

2Q14

3Q14

4Q14

Germany
2Q12
3Q12
Android
72%
iOS
16%
Windows Pho
6%
BlackBerry
1%
Other
6%

100%
90%
80%
70%
60%
50%
40%
30%

4Q12
78%
12%
3%
2%
6%

1Q13
69%
22%
3%
1%
5%

2Q13
74%
17%
6%
1%
3%

79%
12%
6%
1%
2%

Germany Smart

40%
30%
20%
10%
0%
2Q12

3Q12

4Q12

1Q13

Source: Kantar Worldpanel; Note: Data Shows Device Sales

3Q13

4Q13
78%
11%
9%
1%
2%

1Q14
75%
17%
6%
1%
1%

2Q14
77%
15%
7%
1%
1%

3Q14
81%
11%
6%
0%
1%

4Q14
79%
12%
7%
0%
2%

71%
21%
7%
1%
0%

Smartphone Platform Marke

1Q13

2Q13

3Q13

s Device Sales Share Per Quarter

4Q13

1Q14

Market Share

1Q14

2Q14

3Q14

4Q14

Italy
Jun-12
50%
22%
5%
4%
20%
100%

Android
iOS
Windows Pho
BlackBerry
Other

2Q12
Android
iOS
Windows Pho
BlackBerry
Other

100%
90%
80%
70%
60%
50%

Jun-13
56%
22%
13%
2%
6%
100%
3Q12

55%
17%
8%
6%
15%

Jun-14
56%
22%
13%
2%
6%
100%
4Q12

61%
14%
11%
3%
10%

1Q13
54%
23%
13%
3%
7%

2Q13
63%
20%
11%
3%
4%

71%
16%
8%
3%
3%

Italy Smartph

60%
50%
40%
30%
20%
10%
0%
2Q12

3Q12

4Q12

1Q13

Source: Kantar Worldpanel; Note: Data Shows Device Sales S

3Q13

4Q13
72%
10%
14%
2%
2%

1Q14
66%
13%
17%
2%
2%

2Q14
71%
13%
14%
1%
1%

3Q14
76%
12%
10%
1%
1%

4Q14
72%
10%
15%
1%
1%

67%
18%
13%
1%
1%

martphone Platform Market S

1Q13

2Q13

3Q13

s Device Sales Share Per Quarter

4Q13

1Q14

arket Share

1Q14

2Q14

3Q14

4Q14

Spain
Jun-12
82%
3%
2%
9%
4%
100%

Android
iOS
Windows Pho
BlackBerry
Other

2Q12
Android
iOS
Windows Pho
BlackBerry
Other

Jun-13
91%
6%
1%
0%
2%
100%

3Q12
82%
3%
2%
9%
4%
100%

100%
90%
80%
70%
60%
50%

Jun-14
84%
7%
8%
0%
1%
100%

4Q12
84%
2%
2%
5%
6%
100%

1Q13
86%
7%
1%
2%
3%
100%

2Q13
94%
3%
1%
0%
2%
100%

91%
6%
1%
0%
2%
100%

Spain Smartph

70%
60%
50%
40%
30%
20%
10%
0%
2Q12

3Q12

4Q12

1Q13

Source: Kantar Worldpanel; Note: Data Shows Device Sales S

3Q13

4Q13
90%
5%
4%
0%
1%
100%

1Q14
86%
7%
6%
0%
1%
100%

2Q14
89%
8%
3%
0%
1%
100%

3Q14
84%
7%
8%
0%
1%
100%

4Q14
90%
6%
3%
0%
0%

83%
13%
4%
0%
0%

martphone Platform Market

1Q13

2Q13

3Q13

Device Sales Share Per Quarter

4Q13

1Q14

Market Share

1Q14

2Q14

3Q14

4Q14

2Q12
Android
iOS
Windows Pho
BlackBerry
Other

100%
90%
80%
70%
60%
50%
40%
30%

3Q12
60%
14%
2%
10%
14%

4Q12
62%
16%
5%
7%
10%

1Q13
61%
24%
5%
5%
5%

2Q13
63%
21%
7%
4%
4%

69%
13%
10%
3%
6%

France Smartph

50%
40%
30%
20%
10%
0%
2Q12

3Q12

4Q12

1Q13

Source: Kantar Worldpanel; Note: Data Shows Device Sales S

3Q13

4Q13
68%
15%
11%
5%
1%

1Q14
66%
20%
11%
2%
1%

2Q14
65%
23%
8%
1%
2%

3Q14
71%
15%
11%
1%
2%

4Q14
73%
15%
11%
0%
1%

65%
23%
12%
1%
0%

martphone Platform Market

1Q13

2Q13

3Q13

Device Sales Share Per Quarter

4Q13

1Q14

Market Share

1Q14

2Q14

3Q14

4Q14

China
Android
iOS
Windows Pho
BlackBerry
Other

Jun-13
70%
25%
3%
0%
2%

100%
90%
80%
70%
60%
50%
40%
30%

Jun-14
3Q12
84% Android
13% iOS
1% Windows Pho
0% BlackBerry
2% Other

4Q12
0.665
0.202
0.045
0.002
0.086

0.737
0.212
0.009
0
0.042

China Smartph

40%
30%
20%
10%
0%
3Q12

4Q12

1Q13

2Q1

Source: Kantar Worldpanel

China Smartp
100%
90%
80%

25%

100%
90%
80%

25%

70%
60%
50%
40%
30%

70%

20%
10%
0%
Source: Kantar Worldpanel

Jun-13

1Q13

2Q13
0.719
0.233
0.019
0.003
0.026

3Q13
70%
25%
3%
0%
2%

4Q13
0.804
0.138
0.032
0.001
0.025

1Q14
0.786
0.19
0.011
0.001
0.013

2Q14
0.8
0.179
0.01
0.001
0.01

84%
13%
1%
0%
2%

martphone Platform Market

2Q13

3Q13

4Q13

1Q14

martphone Platform Market

25%

25%

70%

un-13

3Q14

4Q14
0.834
0.152
0.004
0
0.01

0.77
0.215
0.007
0
0.008

Market Share

1Q14

2Q14

3Q14

Market Share

13%

4Q14

13%

84%

Jun-14

Samsung
Lenovo
Yulong
ZTE
Huawei
Xiaomi
Apple
Others
Karbonn
Total
Source:
Link:

Shipments 4Q14
15.5
10.8
10.7
7.7
7.5
4.4
4.3
27.1
88.1

4Q13
13.2 Samsung
13 Lenovo
12.7 Yulong
ZTE
11.9 Huawei
15 Xiaomi
Apple
42.7 Others

4Q14
18.8%
13.2%
0.0%
0.0%
10.2%
6.5%
7.4%
43.9%

7.9%
9.5%
0.0%
0.0%
11.0%
13.7%
12.3%
45.6%

108.5

Canalys, August 2013

http://thenextweb.com/asia/2013/08/06/xiaomi-muscles-past-apple-to-take-sixth

100%

China Smartph

90%
80%

43.9%

70%
60%
50%

7.4%

10.2%

40%

60%
50%

7.4%

10.2%

40%
30%

13.2%

20%
18.8%

10%
0%

Source: IDC

6.5%

4Q13

ast-apple-to-take-sixth-place-in-chinas-smartphone-market-as-samsung-stays-on-top/?utm_campaign=

martphone Market Share By V

3.9%

7.4%

10.2%

7.4%

10.2%

3.2%

9
18.8%

1
6.5%

4Q13

n-top/?utm_campaign=social%20media&utm_source=Twitter&awesm=tnw.to_p6rf&utm_medium=Spre

re By Vendor

45.6%

11.0%
0.0%

9.5%
7.9%
13.7%
4Q14

rf&utm_medium=Spreadus

Global Shipments - Selected Man

1Q11
2Q11
Samsung
12.60
19.20
LG
4.70
5.40
Xiaomi
Karbonn
Lenovo
0.11
0.15
Huawei
4.00
4.10
ZTE
2.20
2.70
Coolpad
0.35
1.00
Micromax
Sources: Canalys, IDC, Strategy Anaytics BI Intelligence, Company Reports

http://thenextweb.com/asia/2013/08/06/xiaomi-muscles-past-apple-to-take-sixth-place-in-chi
http://www.ibtimes.com/apples-china-mobile-deal-timing-matters-get-mojo-working-cupertino

Samsung
LG
Xiaomi
Karbonn
Lenovo
Huawei
ZTE
Coolpad
Micromax

12,600,000
4,700,000

19,200,000
5,400,000

105,624
4,000,000
2,200,000
350,000

152,754
4,100,000
2,700,000
1,000,000

Selected Local
Global Quarte
Huawei

Global Quarte
Huawei

Sources: Canalys, IDC, Strategy Anaytics BI Intelligence, Compa

Sources: Canalys, IDC, Strategy Anaytics BI Intelligence, Compa

3Q11

4Q11
27.80
5.90
0.41
4.40
3.10
1.50
-

1Q12
36.50
7.30
0.28
2.46
7.50
3.80
1.75
-

2Q12
42.20
5.50
1.20
2.99
7.00
5.00
2.50
0.10

50.20
5.30
2.11
4.65
6.60
5.00
3.87
0.41

Company Reports

ast-apple-to-take-sixth-place-in-chinas-smartphone-market-as-samsung-stays-on-top/?utm_campaign=
matters-get-mojo-working-cupertino-knows-it-1518336

27,800,000
5,900,000

36,500,000
7,300,000
276,000

42,200,000
5,500,000
1,200,321

50,200,000
5,300,000
2,111,765

406,300
4,400,000
3,100,000
1,500,000

2,459,190
7,500,000
3,800,000
1,750,000

2,986,400
7,000,000
5,000,000
2,500,000
100,000

4,647,468
6,600,000
5,000,000
3,865,012
410,000

cted Local Manufacturers From

bal Quarterly Smartphone Shi
Huawei

Lenovo

Xiaomi

ZTE

Coolp

bal Quarterly Smartphone Shi

Huawei

Lenovo

ics BI Intelligence, Company Reports

Xiaomi

ZTE

Coolp

ics BI Intelligence, Company Reports

3Q12

4Q12

1Q13

56.90
7.00
1.26
6.40
7.60
6.80
5.15
0.54

63.50
8.60
2.93
9.00
10.30
9.20
6.54
0.68

2Q13
69.70
10.30
4.29
7.60
10.30
9.00
7.43
0.88

74.20
12.10
4.88
0.98
11.30
11.10
10.80
9.43
0.96

g-stays-on-top/?utm_campaign=social%20media&utm_source=Twitter&awesm=tnw.to_p6rf&utm_med

56,900,000
7,000,000
1,262,500

63,500,000
8,600,000
2,934,000

69,700,000
10,300,000
4,287,000

6,400,000
7,600,000
6,800,000
5,151,000
543,000

9,000,000
10,300,000
9,200,000
6,538,135
675,000

7,600,000
10,300,000
9,000,000
7,432,911
876,000

74,200,000
12,100,000
4,876,400
976,786
11,300,000
11,100,000
10,800,000
9,426,700
956,000

urers From China

phone Shipments
ZTE

Coolpad
100

phone Shipments
ZTE

Coolpad
100
90
80

(Millio
70
60
50
40
30
20
10
0

3Q13

4Q13
82.20
12.00
5.46
1.40
11.55
12.60
12.50
10.52
1.25

1Q14
80.20
13.20
6.45
1.69
13.90
16.40
14.41
9.99
1.99

2Q14
12.30
11.00
1.80
13.10
13.55
10.25
12.10
2.40

15.10
2.10
15.80
20.30
11.00
12.80
6.79
75.00

wesm=tnw.to_p6rf&utm_medium=Spreadus

82,200,000
12,000,000
5,455,600
1,400,000
11,550,000
12,600,000
12,500,000
10,522,800
1,245,987

100

80,200,000
13,200,000
6,448,000
1,690,000
13,900,000
16,400,000
14,412,000
9,988,000
1,987,000

12,300,000
11,000,000
1,800,000
13,100,000
13,550,000
10,250,000
12,100,000
2,400,000

15,100,000
2,100,000
15,800,000
20,300,000
11,000,000
12,800,000
6,791,900

100
90
80
(Millions)
70
60
50
40
30
20
10
0

3Q14

4Q14

17.30

17.00

16.90
16.80
15.40
14.00

24.70
23.80
13.00
10.10

16.80
15.40
16.90
17.30
14.00

23.80
13.00
24.70
17.00
10.10

Samsung
LG
Xiaomi
Karbonn
Lenovo
Huawei
ZTE
Coolpad
Micromax

Huawei
ZTE
Lenovo
Xiaomi
Coolpad

210%
115%
40%
83%
2%
36%
610%

Global Smartp
Top
400 5 Chinese Vendo
350
300
250
200
Millions Of Units Shipped

150
100
50

100
50
-

Source: IDC, Strategy Analytics, BI Intelligence E

Note: Top 5 Chinese Vendors Include Xiaomi, Lenovo, Huaw

martphone Shipments Per Q

Vendors Vs. Rest Of Smartp

BI Intelligence Estimates
, Lenovo, Huawei, ZTE, And Coolpad

s Per Quarter
Smartphone Market

Total Smartp

32.27
2Q08

China Local 5
Rest Of Smar
Xiaomi
Lenovo
Huawei
ZTE
Coolpad

36.56
3Q08

32.27

38.14
4Q08

36.56

38.14

Smart
Combined Average Growth
200%
180%
160%
140%
120%

160%
140%
120%
100%
80%
60%
40%
20%
0%

Source: IDC, Strategy Analytic

Note: Chinese Vendors Include Xiaomi

36.51
1Q09

40.96
2Q09

36.51

41.07
3Q09

40.96

2Q09
3Q09
Total Smartph
27%
Top 5 Chinese Vendors
Rest Of Marke
27%

53.84
4Q09

41.07

54.51
1Q10

53.84

4Q09

62.06
2Q10

54.51

1Q10

62.06

2Q10

12%

41%

49%

51%

12%

41%

49%

51%

Smartphone Market Quarterly YoY G

Growth For Top 5 Chinese Vendors Vs.

DC, Strategy Analytics, BI Intelligence Estimates

ndors Include Xiaomi, Lenovo, Huawei, ZTE, And Coolpad

81.13
3Q10

101.15
4Q10

81.13

3Q10

99.78
1Q11

2Q11
6.66
93.12
0.11
4.00
2.20
0.35

101.15

4Q10

107.74

1Q11

115.19
3Q11

7.95
99.79
0.15
4.10
2.70
1.00

2Q11

149.04
4Q11

9.41
105.78
0.41
4.40
3.10
1.50

3Q11

15.79
133.26
0.28
2.46
7.50
3.80
1.75

4Q11

98%

88%

83%

74%

42%

47%

98%

88%

71%

61%

30%

32%

rly YoY Growth

dors Vs. Rest Of Smartphone Market

144.39
1Q12

2Q12
18.69
125.70
1.20
2.99
7.00
5.00
2.50

1Q12

Market

3Q12
22.22
131.46
2.11
4.65
6.60
5.00
3.87

2Q12
45%
181%
35%

15%
176.25

153.69

4Q12
27.21
149.04
1.26
6.40
7.60
6.80
5.15

3Q12
43%
179%
32%

18%
207.66
1Q13
37.97
169.69
2.93
9.00
10.30
9.20
6.54

4Q12
53%
189%
41%

18%
216.20
2Q13
38.62
177.58
4.29
7.60
10.30
9.00
7.43

1Q13
39%
141%
27%

20%
240.00
47.50
192.50
4.88
11.30
11.10
10.80
9.43

2Q13
50%
107%
41%

56%
114%
46%

21%
254.90
3Q13

22%
280.45
4Q13

52.63
202.27
5.46
11.55
12.60
12.50
10.52

3Q13

1Q14
61.15
219.30
6.45
13.90
16.40
14.41
9.99

4Q13
45%
93%
36%

21%
283.00
2Q14
60.00
223.00
11.00
13.10
13.55
10.25
12.10

1Q14
35%
61%
29%

25%
295.30
3Q14
75.00
220.30
15.10
15.80
20.30
11.00
12.80

2Q14
31%
55%
26%

25%
327.00
4Q14
80.40
246.60
17.30
16.90
16.80
15.40
14.00

3Q14
23%
58%
14%

24%
377.00
88.60
288.40
17.00
24.70
23.80
13.00
10.10

4Q14
28%
53%
22%

34%
45%
32%

0.24
0.87 Xiaomi
3.38 Lenovo
6.72 Huawei
2.31 ZTE
0.42 Coolpad
13.70
0.17033582

Australia

2Q12
Android
iOS
Windows Pho
BlackBerry
Other

100%
90%
80%
70%
60%
50%
40%
30%

3Q12
61%
27%
5%
1%
5%

4Q12
66%
26%
5%
0%
3%

1Q13
56%
39%
3%
1%
2%

2Q13
62%
31%
4%
1%
3%

65%
27%
5%
0%
2%

Australia Smart

40%
30%
20%
10%
0%
2Q12

3Q12

4Q12

1Q13

Source: Kantar Worldpanel; Note: Data Shows Device Sales

3Q13

4Q13
56%
33%
9%
1%
1%

1Q14
58%
35%
5%
1%
2%

2Q14
57%
33%
7%
1%
2%

3Q14
68%
26%
5%
1%
1%

4Q14
58%
35%
6%
1%
0%

44%
45%
9%
1%
1%

Smartphone Platform Marke

1Q13

2Q13

3Q13

Device Sales Share Per Quarter

4Q13

1Q14

Market Share

1Q14

2Q14

3Q14

4Q14

South Korea
2012
90%
9%
1%
100%

Android
iOS
Other

2013 2014*
90%
91%
10%
9%
0%
1%
100%
100%

South Korea S
100%
90%

9%

80%
70%
60%
50%
40%
30%
20%

90%

40%
30%
20%
10%
0%

2012

Source: iCrossing, *2014 Is An Estimate

orea Smartphone Platform M

10%

90%

2013

form Market Share

9%

91%

2014*

Japan
2012
48%
46%
6%

iOS
Android
Other

100%

2013
53%
45%
3%

2014
61%
38%
1%

Japan Smartph

90%
80%
70%

46%

60%
50%
40%
30%
20%

48%

30%
20%

48%

10%
0%

Source: iCrossing

2012

martphone Platform Market

45%

53%

53%

2013

arket Share

38%

61%

61%

2014

2Q12
Android
iOS
Windows Pho
BlackBerry
Other

100%
90%
80%
70%
60%
50%
40%

3Q12
49%
3%
5%
6%
37%
100%

4Q12
58%
5%
8%
4%
24%
100%

1Q13
68%
4%
8%
2%
18%
100%

2Q13
77%
6%
5%
1%
12%
100%

80%
4%
6%
1%
9%
100%

Brazil Smartph

50%
40%
30%
20%
10%
0%
2Q12

3Q12

4Q12

Source: Kantar Worldpanel; Note: Data Shows Device Sales Sh

3Q13

4Q13
84%
4%
3%
2%
7%
100%

1Q14
87%
4%
4%
1%
4%
100%

2Q14
88%
3%
6%
2%
3%
100%

89%
4%
5%
1%
2%
100%

martphone Platform Market S

Q12

1Q13

2Q13

Device Sales Share Per Quarter

3Q13

4Q1

arket Share

4Q13

1Q14

2Q14

Apple
Samsung
Nokia
HTC
LG
Sony
Motorola
BlackBerry

76%
58%
33%
30%
27%
24%
22%
21%

Smartphon

Percent Of Customers Who Up

Source: WDS, N = 3,000 Smartphone Owners In The U

rtphone Retention Rate By V

In
2013
Who Upgraded To The Same Brand

10

ners In The U.S., U.K., And Australia

te By Vendor

and
100%
90%
80%76%
70%
60%

58%

50%
40%
30%
20%

33%
30%
27%
24%
22%
21%

50%
40%
30%
20%
10%
0%

33%
30%
27%
24%
22%
21%

%1%

%1%

iPhone
iPhone
iPhone
iPhone

Verizon
AT&T
3GS Or
3%
4, 4S
56%
5
24%
5C, 5S
17%

T-Mobile
10%
42%
25%
23%

Sprint
2%
47%
24%
27%

0%
35%
24%
41%

iPhone Insta
B

Verizo
60%

56%

50%

42

40%
30%
20%
10%

10%

20%
10%

10%
3%

0%

2%

0%
iPhone 3GS Or Older

Source: AlphaWise Survey, Morgan Stanley Research

iPho

e Installed Base At U.S. Car

By iPhone Model
Verizon

AT&T

T-Mobile

Sprint

56%
47%
42%
35%

24% 25% 24% 24%

search

24%

iPhone 4, 4S

24% 24%

iPhone 5

S. Carriers

print

41%

27%

24% 24%

23%
17%

24% 24%

ne 5

23%
17%

iPhone 5C, 5S

US
UK
Germany
Italy
Spain
France
China
India

2014 2015E
75%
73%
52%
51%
58%
58%
43%
20%

81%
80%
65%
61%
66%
66%
45%
27%

Smartpho
As A Share Of Total Mobi
81%
75%

80%
73%

65%
52%

52%

US

UK

Germany

Source: comScore, IAB, eMarketer, BI Intelligence Estim

artphone Penetration By Coun

l Mobile Population, 2014 Vs.
2014

65%
52%

61%
51%

2015E

66%
58%

66%
58%

61%
52%

Germany

ligence Estimates

58%

58%

51%

Italy

Spain

France

y Country
14 Vs. 2015 (Estimated)

66%

58%
43% 45%

58%
43% 45%
27%
20%

France

China

India