-
8/13/2019 Haohan- Global Mobile Phone Industry Analysis
1/15
GLOBAL MOBILE PHONINDUSTRY ANALYSIS
Haohan XuMS in Finance Student at Johns Hopkins Carey Business School
-
8/13/2019 Haohan- Global Mobile Phone Industry Analysis
2/15
AGENDA
Industry overview
Growth metrics
Financial metrics
Future trends
Conclusion
Q&A
-
8/13/2019 Haohan- Global Mobile Phone Industry Analysis
3/15
INDUSTRY OVERVIEW
Mobile phone:
- $339 billion in sa11% yoy from 20
- Top 10 handset mof shipments in 2from 71% in 2011
total handset sal
- Low-end producand India gained share
-
8/13/2019 Haohan- Global Mobile Phone Industry Analysis
4/15
MAIN COMPETITORS
Samsung (Korea): 218 M ship30.14%
Apple (US): 138 M shipment,
Nokia OYJ (US): 35 M shipme4.85%
Blackberry (Canada): 33M sh4.37%
-
8/13/2019 Haohan- Global Mobile Phone Industry Analysis
5/15
GROWTH-METRICS
- Wireless connectrate decreased
- Wireless penetra99%, little room growth
-
8/13/2019 Haohan- Global Mobile Phone Industry Analysis
6/15
GROWTH- GLOBAL MARKET
-Asia Pacific and Latare increasing in ma
- Bull case, emergto drive smartph
- Market dynamicsgrowth rate, muc
mobile phone ASlow income
-
8/13/2019 Haohan- Global Mobile Phone Industry Analysis
7/15
GROWTH- EMERGING MARKETS
- China is forecastmarket leader fosmartphones, 31share in 2017
- India and WesterUSA are the othemarkets: 35% sh
share in 2017
-
8/13/2019 Haohan- Global Mobile Phone Industry Analysis
8/15
GROWTH- EMERGING MARKETS
- Strong local vendperformance
- Hard for foreign to compete
-
8/13/2019 Haohan- Global Mobile Phone Industry Analysis
9/15
GROWTH- FEATURE V.S SMARTPHONE
- Growing Mobile market, and Smamarket grows fas
- Smartphone ASVlower
- $430 (2008)- $38
- Feature phone Alower
- $155.22008(2012)
-
8/13/2019 Haohan- Global Mobile Phone Industry Analysis
10/15
FINANCIAL METRICS
Pure plays:
Gross margin and Omargin both decline
Tech conglomerates
Gross margin increaOperating margin su10.9% to 17.6%
-
8/13/2019 Haohan- Global Mobile Phone Industry Analysis
11/15
FINANCIAL METRICS
Smartphone indust
(Components: AppleNokia, Samsung, HTBlackberry, Sony, et
Average GM decrea
- More intense com
Apple outperforms
Samsung GM improrecently
-
8/13/2019 Haohan- Global Mobile Phone Industry Analysis
12/15
-
8/13/2019 Haohan- Global Mobile Phone Industry Analysis
13/15
-
8/13/2019 Haohan- Global Mobile Phone Industry Analysis
14/15
CONCLUSION
Strong growth in emerging markets Gross margin pressure due to intense competition
New competitors: Google smartphones, Windows-based smartphones (N
Better performance in smartphone industry than feature phones, thoughmargins will decrease
Oligopolistic smartphone industry structure
Major profits capture by market leaders: Samsung, Apple
-
8/13/2019 Haohan- Global Mobile Phone Industry Analysis
15/15
Q&A
Thank you. Any questions?
