3G and 4G Mobile Broadband Devices and Subscribers (2013 Edition)

2Q13 MOBILE BROADBAND MARKET HIGHLIGHTS

1.       Globally, smartphone revenue totaled $74 billion in 2Q13, down 5% from 1Q13

2.       FDD-LTE devices are now the second largest smartphone segment and are expected to overtake W-CDMA in just a few years

3.       Sales of mobile broadband embedded tablets rose 10% sequentially in 2Q13  Consumer demand for 3G USB mobile broadband cards is softening in developed countries, where embedded device penetration is rising

4.       Enterprise demand for 3G USBs remains healthy as businesses increasingly seek to mobilize their workforces without relying on WiFi availability

5.       Samsung retained its lead in smartphone revenue market share in 2Q13, owing to a record number of smartphone shipments (74 million units) coupled with a dip in iPhone5 sales

REPORT SYNOPSIS

Infonetics' quarterly mobile broadband report provides worldwide and regional market size,

vendor market share, forecasts through 2017, analysis, and trends for smartphones, smartphone OS (Android, Blackberry, iPhone, Linux, Palm, Symbian, Windows Mobile, other), netbook OS (Linux, Mac, Windows, other), tablet OS (Android, iOS, Windows, other), USBs, cards, mobile broadband routers, embedded devices (PCs, netbooks, tablets, mobile internet devices), and subscribers. Companies tracked: Acer, Amazon, Apple, Dell, HTC, Huawei, LG, Motorola, Nokia, Novatel Wireless, Qualcomm, RIM, Samsung, Sierra Wireless, Sony, ZTE, and others.

TOP TAKEAWAYS: SMARTPHONE SEGMENT REVENUE DOWN IN 2Q13 AS UNITS GROW ............................ 1

W-CDMA DRIVING THE WORLDWIDE SMARTPHONE MARKET IN 2Q13 ........................ 2

ALL REGIONS SEE SMARTPHONE REVENUE DECLINE IN 2Q13 .................................... 3

SAMSUNG RETAINS LEAD IN SMARTPHONE REVENUE AND UNITS .............................. 4

ANDROID INCREASES SMARTPHONE OS SHARE; APPLE LEADS SINGLE-VENDOR OS …………………………........ 5

MOBILE BROADBAND CARDS: USB SOFTENING CONSUMER DEMAND IN DEVELOPED REGIONS, ENTERPRISE STILL ADOPTING .................................................. 7

Embedded Mobile Broadband Devices: Tablets Dominate .............................................8

Technology Roadmap: LTE Drives Market Growth from CY14 ......................................10

ARPU ......................................................................................................................................11

Geography ......................................................................................................................13

Manufacturers and Market Share: Chinese Dominance Continues, Fragmented Picture Overall ..........14

Geography ........................................................................................................................16

Mobile Broadband Devices by Technology ..................................................................17

PCs ...................................................................................................................................17

Netbooks ............................................................................................................................19

Tablets ...............................................................................................................................21

Mobile Internet Devices ......................................................................................................23

MOBILE BROADBAND ROUTERS SURGE, DRIVEN BY PERSONAL HOTSPOT MODEL ..................................... 24

Market Size and Forecasts ...........................................................................................25

Geography ......................................................................................................................26

Manufacturers and Market Share: Novatel Remains Dominant...................................27

WIMAX ROUTERS .............................................................................................................. 27

Market Size and Forecasts: Routers Impacted by Migration to LTE ..............................27

Category Analysis .........................................................................................................28

Geography ......................................................................................................................30

MOBILE BROADBAND SUBSCRIBER GROWTH CONTINUES, DRIVEN BY NETWORK DEPLOYMENT ................. 31

Different Drivers for Phone-Based and PC-Based Adoption Segments ........................33

Regional Mobile Broadband Adoption Increasingly Driven by HSPA Deployment .................34

MOBILE BROADBAND ROADMAP ................................................................................... 35

MOBILE BROADBAND DRIVES NETWORK AND BUSINESS MODEL TRANSFORMATION .................. 37

MOBILE BROADBAND ADOPTION TRENDS ............................................................. 38

Applications and Functionality Drive Mobile Market toward Smartphones ....................39

Consumer Smartphones Are Becoming the Primary Internet Device ...............................39

Smartphone Competition Shifts from Hardware to OS ..................................................39

EDGE, W-CDMA, AND HSPA/HSPA+ STATISTICS .......................................................... 40

LTE makes the headline, but HSPA+ was the major event again in 2011–2012 and continues to ramp up ......40

3G is building the foundation for mobile broadband .....................................................41

LTE DEPLOYMENT DRIVERS AND COMPARISONS WITH 3G TECHNOLOGY .............. 41

Chief LTE drivers are spectral efficiency, latency, ARPU, and peak rate ......................41

Although LTE offloads HSPA traffic in hotspots and saturated areas. .................................43

. . . We found four key reasons to deploy LTE early ........................................................43

LTE bypasses CDMA2000 1xEV-DO Rev B upgrade ....................................................43

LTE will become the universal mobile platform .........................................................44

Spectrum flexibility is a key LTE attribute ......................................................................44

CATEGORY DEFINITIONS ............................................................................................... 45