Smartphone Outlook for 2017
For all the brouhaha over the Note 7, and for all the Apple production issues at the start of the year, 2016 ended up as a pretty decent year for the industry as a whole – with a wide range of performance on a company by company basis.
The key question now for 2017’s rollout is whether the handset industry has simply pushed its problems from 2016 out a year, or else whether, having crawled through the wreckage of 2016, the industry can now move forward.
In this report we look at the offerings and strategies of the main handset suppliers and discuss the most recent developments in key features for smartphones: for the screen, the camera, the front-end module, the battery, and sensors.
We discuss the trends in the bill of materials (BoM) which, thanks to Apple, looks to be rising. This is good news for the Apple supply chain. We expect this trend to be followed by Apple’s competitors, making this a good year in general for the supply chain.
Whether this increase in the BoM is reflected in higher ASPs will determine whether this is also a good year for handset makers.
Contents Page
- Overview - page 3
- Outlook for 2017 - page 4
- Handset Makers: - page 5
- Apple - page 7
- Samsung - page 8
- Sony - page 9
- Huawei - page 10
- Xiaomi - page 11
- BBK (Oppo / Vivo / OnePlus) - page 12 - Key Features for Handsets in 2017 - page 13
- The Screen – The Battle Between OLED vs LCD - page 13
- The Camera – Moving to Three Lenses, Dual Lens Rear Cameras, Electromagnetism - page 14
- The Front-End Module – Plateaued for Now but Opportunities from 5G - page 15
- The Batteries – To Charge Overnight, or Not to Charge? - page 16
- The Sensors – Looking for De Facto Standards in Android Phones - page 17 - Potential Japan-based Handset / Handset Supply Winners in 2017 - page 18
- Conclusion - page 19
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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