Yudu - Total Telecom Plus March 2011

PRIME NUMBERS Global handset sales continued to show strong growth in 2010

Analyst companies in February released their numbers for total handsets sold worldwide in 2010 as well as in the fourth quarter. Gartner says worldwide mobile device sales to end users totalled 1.6 billion units last year, a 31.8% increase from 2009. Strong smartphone sales pushed Research In Motion (Blackberry) and Apple up the rankings to fourth and fifth place respectively, displacing Sony Ericsson and Motorola. Nokia ’s market share fell from 36.4% in 2009 to 28.9% last year, and its share of smartphones fell 6.7% says Gartner. IDC gave lower figures for its shipments research, calculating that vendors shipped a total of 1.39 billion units worldwide in 2010. But it says 4Q10 was a quarterly high, with 401.4 million units shipped compared to 340.5 million units in

Company Nokia Samsung LG Electronics Apple

Sony Ericsson Motorola ZTE HTC

Huawei Others Total

Worldwide Mobile Device Sales to End Users in 2010 (Thousands of Units) 2010 2010

2009 2009

Units Market Units Market Share (%)

Share ( %)

461,318.2 28.9 440,881.6 36.4 281,065.8 17.6 235,772.0 19.5 114,154.6

Research In Motion 47,451.6 46,598.3 41,819.2 38,553.7 28,768.7 24,688.4 23,814.7

7.1 121,972.1 10.1 3.0 34,346.6 2.9 24,889.7 2.6 54,956.6 2.4 58,475.2 1.8 16,026.1 1.5 10,811.9 1.5 13,490.6

2.8 2.1 4.5 4.8 1.3 0.9 1.1

488,569.3 30.6 199,617.2 16.5 1,596,802.4 100.0 1,211,239.6 100.0

$15.1 billion

4Q09, and Apple and ZTE recording strong growth of 86.2% and 76.8% respectively year-on-year. Gartner’s ranking of handset vendors tallies with another analyst firm Strategy Analytics, but they both differ from IDC which shows ZTE in fourth place with 51.8 million units shipped in 2010. When it comes to smart- phones, IDC said quarterly shipments worldwide exceeded 100 million for the first time in Q4 (100.9 million), and for the full year reached 302.6 million, up from 173.5 million in 2009. That compares with Strategy Analytics’ figures of 94 million smartphones in Q4 and 293 million for the full year, and Gartner’s 296.6 million for the year. Google’s Android made strong inroads in the smartphone operating system market in 2010, taking 22.7% market share worldwide, up from just 3.9% in 2009 says Gartner. Meanwhile Canalys says shipments of devices running Android (33.3 million) exceeded Symbian device shipments (31.0 million) for the first time in Q4 .

Company

Symbian Android

Microsoft Other OS Total

Worldwide Smartphone Sales to End Users by Operating System in 2010 (Thousands of Units) 2010 2010

2009 2009

Units Market Units Market Share (%)

Share ( %)

111,576.7 37.6 80,878.3 46.9 67,224.5 22.7 6,798.4 3.9

Research In Motion 47,451.6 16.0 34,346.6 19.9 iOS

46,598.3 15.7 24,889.7 14.4 12,378.2 11,417.4

4.2 15,031.0 3.8 10,432.1

8.7 6.1

296,646.6 100.0 172,376.1 100.0 Source: Gartner

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LTE capex will peak at this level in 2012. ( forecasts In-Stat)

Mobile revenues landmark Informa Telecoms and Media says mobile network operator revenues for the first time will exceed one trillion dollars globally this year. In 2010 the more than 900 mobile operators worldwide generated $965 billion in service revenues, says Informa, and that will grow to $1.14 trillion by the end of 2015. Non-voice revenues, including SMS, will reach $453 billion by that time, up from $253 billion in 2010. Operators invested more than US$175 billion in capex during 2010 and in excess of US$1 trillion in the past decade, it says.

$5.5 billion Revenues from music on

mobile handsets in 2015, up from 2.4 billion in 2010. (Juniper Research)

Fibre penetration growth The Fibre To The Home Council says there were 8.1 million fibre-to-the-home/building FTTH/B subscrib- ers in Europe at the end of last year, some 4.2 million of those in Russia, representing an increase of 18% in just six months. In terms of household penetration Lithuania retained the top spot, followed by Sweden, Norway, Slovenia and Slovakia (although Europe still lags other areas of the world—see table). The Council says Turkey joined the FTTH ranking in the second half of 2010 and was one of the most dynamic markets, with SuperOnline, a subsidiary of Turkcell, signing up some 200,000 subscribers. The number of FTTH subscribers in Latvia nearly tripled, it says, and Portugal is also showing strong growth.

FTTH household penetration (selected) end 2010

South Korea Japan

Hong Kong UAE

Taiwan Lithuania Sweden Norway Slovenia Slovakia US

Russia

0% 10% 15% 20% 25% 30% 35% 40% 45% 50% 55% Household penetration

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