In conversation with Micromax, leading Mobile handset manufacturer in India and with distributors like Redington, we get a sense of the real mobile handset market adopted by the masses. Wireless Operators are trying to encourage smartphone adoption (which consequently helps push data services) by lowering entry price point, bundling dataContinue Reading
The Entry Level SmartPhone / Feature Mobile Phone [Sub $200] market will be under the control of WhiteBox Phone Manufacturers in 2013. The Mid and High end SmartPhone market belonged to Brands such as Samsung, Apple, HTC etc. However, the equation is likely to change as we have already seenContinue Reading
In the Rich Feature Phone Market, most of the Chinese / Taiwanese brands are profitable (razor thin margin). Despite higher ASP driven by smartphone, the vast majority of these brands could actually be loss making. In my view, these brands are making even poorer profitability on smartphone than on featureContinue Reading
Feature Rich 3G SmartPhone pricing is one of the most important parameters for the overall development of the Mobile Data eco-system in the context of Asian Markets ex-Japan. The Smartphone market is price driven and aggressive price cuts have seen increased adoption. Expect smartphone volume in the US$150-300 range toContinue Reading
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