re: Analyses of Handset Shipments in Q3 (and Prior Quarters and years).
According to Gartner's report published today (see below):
* Worldwide mobile phone shipments totaled 94.4 million units in the third quarter of 2001, a 10 percent decline from the same period last year.
* Global shipments increased from 2nd Quarter. Second Quarter shipments were 89.76 million units (compared with 97.8m units in the same period the previous year).
3rd Quarter 2001 Results from Gartner
Worldwide Mobile Terminal Unit Shipment Estimates for 3Q01 (000)
3Q01 Unit 3Q01 Market 3Q00 Unit 3Q00 Market
Shipments Share (%) Shipments Share (%)
Nokia 31,552 33.4 32,058 30.6
Motorola 14,770 15.7 13,903 13.3
Ericsson 7,532 8.0 10,100 9.7
Samsung 7,108 7.5 4,506 4.3
Siemens 6,769 7.2 8,966 8.6
Others 26,633 28.2 35,070 33.5
Total Market 94,364 100.0 104,603 100.0
Source: Gartner Dataquest (November 19, 2001
Q3 2001 Impact
* #1 Nokia market share declined marginally Q to Q but has increased significantly Y over Y
* #2 Motorola market share increased 3rd consecutive quarter.
* #3 Ericsson market share declined but Ericsson is positioning well for Q4.
* #4 Samsung jumps ahead of Siemens after jumping ahead of Panasonic earlier this year.
* #5 Siemens lost market share to Samsung but still has 7.3% market share CYTD to Samsung's 7%
Prior Quarters Results from Gartner Reports
Second Quarter 2001 Results
Units (k) 2Q01 1Q01 4Q00
Nokia 31.27 34.8% 35.3% 33.9%
Motorola 13.29 14.8 13.2 12.7
Ericsson 7.41 8.3 6.8 8.7
Siemens 7.06 7.9 6.9 6.9
Samsung 6.19 6.9 6.3 4.8
Panasonic 4.11 4.6 4.7 5.0
NEC 2.85 3.2 3.4 2.7
First Quarter 2001 Results
Company Phones 1st Qtr 4th Qtr
(Mln) '01 Share '00 Share
1. Nokia 34.09 35.3% 33.9%
2. Motorola 12.77 13.2 12.7
3. Siemens 6.67 6.9 6.9
4. Ericsson 6.54 6.8 8.7
5. Samsung 6.12 6.3 4.8
6. Panasonic 4.50 4.7 5.0
7. NEC 3.33 3.4 2.7
8. Mitsubishi 2.87 3.0 3.4
9. LG 2.68 2.8 N/A
10. Alcatel 2.54 2.6 4.6
Fourth Quarter 2000 Results
1. Nokia 33.9% (26.9% in 4Q99)
2. Motorola 12.7% (14.1% in 4Q99)
3 Ericsson 8.7% (10.1% in 4Q99)
4 Siemens 6.5% (08.2% in 4Q99)
5 Alcatel 5.6% (05.6% in 4Q99)
6 Panasonic 5.0%
Third Quarter 2000 Results
1. Nokia 30.6% (27.5% in 2Q00)
2. Motorola 13.3% (15.6% in 2Q200)
3 Ericsson 9.7% (10.3% in 2Q200)
4 Siemens 8.6% (05.5% in 2Q200)
5 Alcatel 5.6% (05.6% in 2Q200)
Prior Years Results from Gartner Report
Worldwide Mobile Phone Sales for 2000 and 1999 (000)
2000 2000 Market 1999 1999 Market
Company Shipments Share (%) Shipments Share (%)
Nokia 126,369 30.6 76,335 26.9
Motorola 60,094 14.6 47,818 16.9
Ericsson 41,467 10.0 29,785 10.5
Siemens 26,989 6.5 12,982 4.6
Panasonic 21,511 5.2 15,581 5.5
Samsung 20,639 5.0 17,687 6.2
Others 115,662 28.0 83,393 29.4
Total Market 412,731 100.0 283,581 100.0
Nokia and Samsung Notes & Comments
Nokia Notes:
* Nokia had % market share in Q4 2000 and finished the year with 30.6 market share to Motorola's 2nd place 14.6.
* In Q101 Nokia had a dramatic increase from % in the prior quarter to 35.3%
* In Q2 Nokia market share for the quarter fell to 34.8%
* In Q3 Nokia market share for the quarter fell to 33.4%
* Nokia retains 2x margin over next nearest competitor (Motorola)
* Nokia's handset market share is 34% CYTD significantly up from Y2000's 30.6%
* Nokia indicators for this quarter are good but competition is strong.
* For CY2000 Nokia market share should gain 3 to 5 points (10 to 16%) while retaining solid margins.
* However - Nokia market share tend is down for 2nd consecutive quarter.
Samsung Notes
* Samsung has had an impressive rebound this year.
* Samsung had 6.2% worldwide market share for the year at the end of 1999.
* Samsung market share dropped (crashed) to 5.0% last year from 6.2% in 1999.
* Samsung is at a very credible 7.5% for the quarter just ended, and has moved past both Matsushita (Panasonic) and now Siemens (at least for the quarter if not YTD) and most importantly they are turning significant margins.
* Samsung Market share CYTD is 7% up 2 points or a whopping 40%
* The Samsung "crash" in 2000 was probably due in large part to the Korean handset subsidy and SKT cap reduction order.
* 1xRTT success and expansion of their GSM product line no doubt attributes to their 2001 success, and the fact that they lead the pack in color display models is not insignificant.
Today's Gartner Dataquest Press Release on Q3 handset sales
>> Gartner Dataquest Reports Worldwide Mobile Phone Shipments Declined 10 Percent in the Third Quarter of 2001
Business Wire
Nov. 19, 2001
After years of rapid growth, worldwide mobile phone shipments totaled 94.4 million units in the third quarter of 2001, a 10 percent decline from the same period last year, according to Dataquest, Inc., a unit of Gartner, Inc. (NYSE: IT - news and ITB - news). Three of the top 5 vendors experienced a decline in shipments (see Table 1). While vendors have enjoyed pent up demand for mobile terminals in the past, the industry has gone through a difficult transition. Gartner Dataquest analysts said various issues caused the industry expectations for worldwide mobile terminal consumption in 2001 to fall.
``The mobile phone industry has been impacted by repeated delays in the availability of general packet radio service (GPRS) terminals and the effect of the widespread economic downturn on regions where mobile connection growth has traditionally been high, such as Latin America,'' said Bryan Prohm, senior analyst with the Mobile Communications Worldwide research group for Gartner Dataquest.
``Most important of all has been the astonishingly lackluster performance of the Western European market, a region that accounted for about a third of annual mobile terminal sales in 1999 and 2000,'' said Ben Wood, senior analyst with the Mobile Communications Worldwide research group for Gartner Dataquest. ``In an unprecedented development, shipments actually fell in Western Europe from the second quarter to the third quarter of 2001. This was contrary to all past trends and is stark evidence of the market's woes.''
Worldwide Mobile Terminal Unit Shipment Estimates for 3Q01 (000)
3Q01 Unit 3Q01 Market 3Q00 Unit 3Q00 Market
Shipments Share (%) Shipments Share (%)
Nokia 31,552 33.4 32,058 30.6
Motorola 14,770 15.7 13,903 13.3
Ericsson 7,532 8.0 10,100 9.7
Samsung 7,108 7.5 4,506 4.3
Siemens 6,769 7.2 8,966 8.6
Others 26,633 28.2 35,070 33.5
Total Market 94,364 100.0 104,603 100.0
Source: Gartner Dataquest (November 2001)
Nokia continues to be the market leader in sales worldwide, but in the third quarter of 2001, it experienced a slight decline in shipments from the third quarter last year. This decline was attributed to the stagnation of the Western European market. ``Nokia, for the first time, has one of the older product portfolios among the leading manufacturers, a development that undoubtedly resulted in the loss of some global system for mobile communications (GSM) market share to competitors with more contemporary designs,'' said Prohm.
Motorola recorded its third consecutive quarterly increase in worldwide market share. Gartner Dataquest analysts said Motorola's resurgence is no longer limited to a few products or one region. It has become a global phenomenon, encompassing all technologies and regions.
Samsung edged closer to the traditional ``big 3'' vendors, moving ahead of Siemens for the No. 4 worldwide ranking. Gartner Dataquest analysts said Samsung continued to increase its market share in Western Europe, and the company did well with the launch of time division multiple access (TDMA) and GSM products for markets in the Americas.
Ericsson experienced a decline in shipments in the third quarter, but the company is positioned well for the future. ``Ericsson has introduced a range of novel handsets, many of which have received positive reviews and seem eagerly anticipated by consumers,'' Prohm said. ``The official launch of the Sony Ericsson Mobile Communications joint venture in the fourth quarter of 2001 will generate momentum to propel Ericsson back into double-digit market share and firmly into the coveted third-place position worldwide.''
This research is published by Gartner Dataquest's Mobile Communications Worldwide research group. This group examines the opportunities in mobile communications with detailed coverage of the entire value chain of mobile services and equipment that are enabling the creation of a new wirefree networked economy. To keep up to date on the latest telecommunications issues, please visit Gartner's Telecommunications Focus Area at www.gartner.com/1_researchanalysis/focus/telecom_fa.html.
To subscribe to Gartner Dataquest programs, please call 408-468-8000. Reports can be purchase on the Internet at www.gartner.com.
Gartner Dataquest is the recognized leader in providing the high-technology and financial communities with market intelligence for the semiconductor, computer systems and peripherals, communications, document management, software and services sectors of the global information technology industry.
Gartner, Inc. is a research and advisory firm that helps more than 11,000 clients understand technology and drive business growth. Gartner's divisions consist of Gartner Research, Gartner Consulting, Gartner Measurement and Gartner Events. Founded in 1979, Gartner, Inc. is headquartered in Stamford, Connecticut, and consists of 4,300 associates, including 1,200 research analysts and consultants in more than 90 locations worldwide. The company achieved fiscal 2001 revenue of $952 million. For more information, visit www.gartner.com. <<
- Eric - |
