By
Julien Theys

Highlights:

• Global handset shipments reached 290m units in Q2 2010. This is a 6% quarter-on-quarter and 9% year-on-year increase
• While Nokia maintains its leadership in unit shipments, it is doing so by pressuring prices
• Samsung maintains its strong 60m+ quarterly shipments without sacrificing average selling price.
• LG is feeling the pain of a rather scattered smartphone strategy and long time-to-market
• Both Motorola and Sony Ericsson are pitting their hopes on smartphone OS Android to turn fortunes around.
• In smartphones, Nokia is still largely ahead of the competition with over 24m units shipped. However, Nokia slashed its smartphone average selling price from €186 to €143 over six months, essentially neutering the volume effect on revenue.
• Revenue-wise, Apple is the biggest grossing smartphone manufacturer for the second consecutive quarter.

In this report:

• Global handset market: slow pickup for incumbents
• Nokia: price erosion still a concern
• Samsung & LG: growth stalling
• Sony Ericsson & Motorola: pinning hopes on Android
• Global smartphone market outgrows handsets
• M&A activity: Google and HP's busy quarter
• What to look for next?

Tables and charts included:

• Global Handset shipments (in million units)
• Q2 2010 handsets shipments and revenue
• Key manufacturers shipment and revenue growths
• Nokia quarterly handset shipments & associated revenue
• Nokia average handset selling prices (Euro)
• Samsung, LG handset shipments (in million units)
• Samsung, LG average revenue per handset (in Euro)
• Samsung, LG handset revenues (in Euro m)
• Sony Ericsson, Motorola handset shipments (in million units)
• Global smartphone shipments (million units)
• Global smartphone revenue (Euro m)
• Q2 mobile handset M&A deals
• Sony Ericsson, Motorola handset revenues (in Euro m)

Pages: 8

Tables & charts: 13

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