4G牌照定案，中移動馬不停蹄，將于12月18日在廣州發表4G服務品牌，並同步啓動iPhone銷售。

The rollout of iPhones is expected to start later this month, around the time of a Dec. 18 China Mobile conference in Guangzhou. At the Dec. 18 event, China Mobile plans to unveil a brand for its fourth-generation, or 4G, network.


China Mobile 4G LTE build-out is key to iPhone demand. Given Apple's high price point relative to the Chinese market, our concern about the quality of China Mobile's TD-LTE network, China Mobile's reliance on more of its Wi-Fi than cellular network, and the success of lower-end Android phones in China, we tend to lean more toward the lower end of iPhone unit shipments in (fiscal) 2014, or about 10-15 million iPhone units in (calendar year) 2014 for China Mobile.
- Keith Bachman with BMO Capital Markets

We believe that Apple could sell 17 million total iPhones on China mobile in the 2014. The 17 million unit sales would represent about 2% of China Mobile’s total subscriber base (759 million in October) or 10% of the 3G sub base (176 million).
- Gene Munster with Piper Jaffray

Samsung表示，其平板銷量年初迄今已超過4000萬台，超過了2012年的兩倍。

IDC的數據顯示，Samsung在2012年共售出1660萬台平板，當時Apple則是售出6570萬台iPad。

重返戰場，PC大廠HP再戰平板，低價大軍傾巢而出，正式與Acer、Asus搶奪市占！

HP Slate平板系列面向美國，符合GMS！
7" - Slate 7 HD, IPS螢幕@1280×800, Marvell PXA986
7" - Slate 7 Extreme, IPS螢幕@1280×800, NVIDIA Tegra 4
8" - Slate 8 Pro, IPS螢幕@1600×1200, NVIDIA Tegra 4
10" - Slate 10 HD, 螢幕@1280×800, Marvell PXA986



Compaq平板系列面向中國，人民幣999起跳（約$160），全數採用全志A31s四核A7處理器。
7.00" - Compaq 7, TN螢幕@1024×600
7.00" - Compaq 7 J, IPS螢幕@1024×600
7.85" - Compaq 8，IPS螢幕@1024×768


HP Compaq 8

萬妹?
那個賣的比Z1貴 比LG-2貴了5000以上

完全比照三星價然後規格又低號稱600系列1.7G 4核心 直逼蘋果手機價格

那一台嗎 600省電優化最讚喔 ~用800都會被罵沒錄用

紅茶 不考慮用個單核心賣29999 更省電賺更大?

買一支萬妹都可以買兩支萬了...

你忘了把sense加進去，sense隨便都值5000，軟體不用錢嗎?
另外，s600已經效能過剩用s800只是更耗電而已，絕對不是搶不到s800.....
這麼超值的產品不搶嗎?大家快搶阿，我就不跟大家搶了

第三季平板出貨量統計






IHS數據顯示，Apple季減2.3%，Samsung季增23%；Asus跟Lenovo由於低基期，雙雙成就驚人的87%跟94.6%的季成長。

累計前三季共1億4300萬台出貨量，Apple跟Samsung各擁33.5%跟20.1%的市占率，雙A加總約占8%。
IDC數據與IHS的較大差異在Samsung跟Acer各少了30萬台。

The preliminary read from IDC showed Q3 shipments of 47.6 million units, lower than IDC predicted despite 36.7% growth and my own projection for 54% growth, indicating tablet trends may be moderating faster than expected, although we expect Apple’s recent iPad announcements could result in strong 4Q numbers. As smartphones continue to creep up in size, with some offerings having screens as large as 6 inches, we think the tablet market could encounter increasing headwinds, especially in the cellular-capable tablet segment. We believe these tablets could see limited traction as the segment is more expensive for many users and also can be seen as redundant for users already in possession of smartphones. In other words, smartphones could be driving a crowding out effect, whereby users effectively see their smartphone as their tablet.
- Mark Moskowitz, J.P. Morgan hardware analyst

對比前端出貨79.3M（Displaysearch）跟後端銷售48M（IDC、IHS）數據，可見40%落差。

2013年九月份各尺寸平板電腦面板出貨量（單位：百萬台）




Overall global tablet PC shipments are expected to reach more than 255 million units in 2013, capturing nearly 60 percent of the mobile PC market. By 2017, shipments of tablet PCs are forecast to reach 534 million units, or 76 percent of the mobile PC market.
Source: NPD DisplaySearch

Strategy Analytics報告指出：
Global Total Tablet shipments reached 52.0 million units up 17% from 44.3 million in Q3 2012, driven by a very strong quarter from Android based vendors.

Canalys統計（加總平板、筆電、桌機）顯示，第三季平板占比40%，2014年則占比50%，來到2.85億台，超越傳統PC；2017年更增至3.96億台。



Gartner則預估2013年平板出貨量1.84億台，年增53.4%！

Lord Justice Richard David Arnold of the UK High Court

Nokia目前向全球50家廠商提供收費授權；以Android市場而言，向Nokia付費的廠商數大於向微軟付費。現今總共20家Android廠向Nokia繳交權利金。


Just how big is the patent gap? That big.
Source: Chetan (graph)/Jason Mick (modifications)



Samsung helped pioneer a number of mobile standards, yet found its patents undervalued as they came with mandatory licensing, where as Nokia's patents (which focused heavily on non-standard signal processing electronics) carried no licensing obligations despite in many cases being virtually ubiquitous and excrutiatingly difficult to design around.


Nokia專利狙擊的對象其實是Qualcomm跟Broadcom雙通旗下的RF晶片。

The judgment relates to devices using certain chips including (but not limited to) the Qualcomm WTR1605, Qualcomm WTR1605L, Broadcom BCM4329 and BCM4334. In addition, Nokia believes that the Broadcom BCM4330 infringes the patent in a similar way to the BCM4329. Nokia therefore believes that any HTC device that uses any of these chips would also be covered by the judgment.


The Qualcomm transceiver WTR1605.

The chips mentioned are found in the HTC One mini, One V, HTC One X+, Desire X, 8X and 8S.

To summarize, the One mini and 8X are banned from import (but not sale), while the rest of HTC's lineup is currently unencumbered, but if HTC loses its pending appeal, the HTC One, One mini, One V, One X+, Desire X, (possibly the One Max,) the 8S, and 8X (basically, the phonemaker's entire lineup) will be banned from both import and sale.


A modern smartphone radio processing chain


Nokia's modulator patent covers both the intermediate frequency (top) and direct conversion (bottom) modulators, which most modern mobile phones now use in their signal processing.

Nokia's technology appears to be used in nearly every major transceiver released in the 2011-2012 window. And it likely also describes elements of more recent transceivers, as well, although that remains to be definitively proven in court.

雙通正設法以新產品繞過Nokia專利。Broadcom最新發布的28nm製程的BCM21892 LTE transceiver. Qualcomm 也發布了WTR1605下一代晶片 - WTR1625L, 明年初更將量產其第一顆（之前都是雙晶片）具載波聚合功能的RF單晶片WTR3925.

comScore截至10月底的統計指出，HTC在美國逾13歲行動用戶的持有率為6.7%，月減0.4個百分點。


comScore data

PS：Total mobile subsribers Age 13+ surveyed by comScore varied：
129.4 million as of Jan 2013
142.0 million as of Jun 2013
143.3 million as of Jul2013
145.0 million as of Aug 2013
147.9 million as of Sep 2013
149.2 million as of Oct 2013

HTC在美持有率沿革（2013年Jan~Oct）
6.7% ← 7.1% ← 7.4% ← 8.0% ← 8.5% ← 8.7% ← 8.9% ← 9.0% ← 9.3% ← 9.7%


Canalys最近的報告提到：

Apple and Samsung account for almost 70% of North American market there. LG held onto third place in North America, while Nokia has moved from eighth to fourth place after making gains from its competitors with its new flagship products, the Lumia 1020 and 925.
- Nicole Peng, Research Director, China.

Kantar數據則顯示：

中低階智慧機在美國二、三線電信商的空機銷售亮麗，LG、Noia因而得利。

LG grew to 7%, with a growth of 2.6% points, of smartphone sales in the U.S. market in the 3 month period ending September 2013, marking its highest share of sales over the past year and capturing third place in U.S. sales. As a result of strong sales amongst first time Smartphone buyers on T-Mobile, Sprint and the MNVO’s. The Optimus L9 helped drive much of the sales growth on T-Mobile “no-contract” plans and the wider availability on Metro PCS. The Optimus L4 on Verizon also helped fuel the increase vs. Q213.

Nokia also saw its budget Lumia 521 selling well on T-Mobile amongst consumers who do not want to be tied into a contract.
- Kantar Worldpanel ComTech

Q3 is traditionally a quiet quarter for Apple as consumers wait its new flagship iPhone and this has been no different-strong sales of the iPhone 5S/C at the end of September did not manage to make up for a dip in August as consumers awaited the new product release. The full impact of the iPhone 5S/C launch will be felt in the Christmas quarter, where share is expected to bounce back strongly in the U.S., with AT&T set to benefit the most.
- Dominic Sunnebo, Kantar Worldpanel ComTech Global Strategic Insight Director


美國四大電信商市占中，AT&T依然是最努力推銷iPhone的，但Verizon龍頭優勢賣出最多iPhone。











Kantar Global Smartphone Data




黑莓愈來愈黑？全球市占持續衰退中


Kantar Blackberry data


Source: Cannaccord Genuity channel checks


How Samsung and Apple have sold in the US in the past six months.
Source: Counterpoint Research. Photograph: /Guardian



美國過去半年6800萬支的智慧機銷量中，約6成為Samsung跟Apple奪得。由於iPhone 5S/5C的新機上市，Apple在9月的市占得以倍增至38%。
...銷量前三名各是iPhone 5S、Galaxy S4、iPhone 5C！
...其後名次，依序為LG、Motorola、HTC、Nokia。其中Moto X助長Motorola在美市占，而HTC的9月市占目前僅有3%。

PS：
While still a fraction of Samsung shipments, Lumia sales have grown for four straight quarters and eclipsed the 8 million sales mark in the June-through-September period.

Nokia第三季智慧機出貨來到880萬支，逼近千萬大關。北美需求激增，使Lumia智慧機在當地由前兩季的40萬支、50萬支，直飆上140萬支，也是去年耶誕旺季70萬支的兩倍。Lumia在美傳捷報，成第四大智慧機廠商。雖然僅有不到三太子LG一半的4.1%市占，然一改昔日高傲，謙虛面對當地市場，當下天天向上，日日往前，值得側目。


Counterpoint data

人獸大戰？印度第二大智慧機品牌Micromaxe最近任命Hugh Jackman為品牌大使，HTC強攻印度市場，勢成鋼鐵人PK金鋼狼。



[YOUTUBE]CFh9ZKhjlm0[/YOUTUBE]

Canalys數據顯示，印度智慧機市場一年約3500~400萬支，上季成長率為129%，而中國與全球的市場成長各約108%跟50%！合計三分之一市占的當地兩大品牌Micromax、Karbonn的多數產品售價低於20,000盧比（約NT$9,500）。






Source: Counterpoint Market Monitor Q3 2013

Micromax是印度當地第二大智慧機與第三大手機品牌，擁有各14%跟12%的市占。

The key to success for Micromax and other domestic brands have been aggressive go-to-market strategy with focus on distribution and heavy marketing expenditure. Micromax started with tier- 2 and tier-3 towns targeting low-income rural consumers with low-cost feature phones and moving up to the tier-1 suburban and urban towns.

Micromax over last three years has spent millions of dollars in brand building activities (e.g. TV Spots, Retail branding, hero spots, etc) with hundreds of millions of dollars in getting brand ambassadors from popular Indian sportsperson, Bollywood actors to now even Hollywood actors (e.g. Hugh Jackman) to support international expansion. They have also spent huge dollars on sponsoring big sports events (e.g. Cricket) in India, UAE & other SAARC Countries such as Sri Lanka, Nepal & Bangladesh.

據Counterpoint數據，Micomaxt超越HTC、Motorola、Blackberry, 躍居全球第11大智慧機出貨商，其前為中國Coolpad。

Micromax from India surpassed HTC, Motorola and Blackberry to become the 11th largest mobile phone brand globally for the first time positioned behind tenth ranked Coolpad in Q3 2013.


在這個人口僅次於大陸的國度，覬覦新興市場的中國品牌Lenovo、huawei、Gionee、、Oppo、Xiaomi自不輕縱。

India was one of the sweet spots for Android smartphone maker Xiaomi, as the equation of quality and affordability worked well in the world’s second-most-populous country and the third-largest smartphone market. Our company’s model, with which it beat Apple in China, will help it garner volume market share in India, too.
- Hugo Barra, who recently came from Android to join as Xiaomi’s vice-president in charge of the company’s products and operations in all markets outside of mainland China

現在小米網路商店已開放印度銷售，以Paypal線上付款，國際快遞送貨。當地電商91mobiles與olx也跟小米進貨

Xiaomi might take the general retail route to push products here, apart from selling online.
It would develop some India-specific low-cost models to take on Indian smartphone manufacturers.

樓主發的主題就不能寫些讓人看得懂的嗎? 非要東猜西猜!