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TRANSCRIPT
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12.65$ 13.27$
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100$
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20$
40$
60$
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2012$ 1H13$ 2013E$ 2015E$
Sales&Rev.&$&billion&RMB&
39%$
16%$
7%$
3%$3%$3%$ 1%$
1%$1%$
1%$
25%$28%$
iOS&&&Android&installed&base&in&China,&2013&July&
Apple$
Samsung$
Xiaomi$
Huawei$
Lenovo$
HTC$
BBK$
ZTE$
OPPO$
Coolpad$
Others$
+5%&
+126%&
+300%&
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Xiaomi HongMi
$799$RMB$
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330$314$
298$
275$
248$
223$201$
100$
150$
200$
250$
300$
350$
2010$ 2011$ 2012$ 2013e$ 2014e$ 2015e$ 2016e$
Smartphone&ASP&($USD)&
k ak
Source:$Business$Insider,$IDC,$2013$forecast�
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108.5$
88.5$
106.5$113.5$
82.7$ 83.7$ 82.9$ 86.3$
61.9$70$
74$
85$93.5$ 93.8$ 94.2$
102.6$106.5$
112.8$
18.7$ 20.3$ 17.1$
37$ 35.1$
26$ 26.9$
47.8$
37.4$
9.7$ 12.1$ 13.2$ 10.1$ 6.7$ 8.3$ 7.1$ 6.1$ 4.5$0.8$ 0.9$ 0.9$ 1.1$ 2.3$ 6.8$ 6.9$
9.5$ 7.6$0$
20$
40$
60$
80$
100$
120$
1Q11$ 2Q11$ 3Q11$ 4Q11$ 1Q12$ 2Q12$ 3Q12$ 4Q12$ 1Q13$
Handset&shipments&by&Vendor� Nokia$
Samsung$
LG$
Sony$
Motorola$
RIM$
Apple$
HTC$
Huawei$
ZTE$
TCL$(Alcatel$Mobile$Phones)$Lenovo$
(million$units)�
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43.08$
49.08$
58.79$61.70$
64.76$67.97$ 68.93$
75.00$ 74.00$71.00$
74.00$77.86$
81.03$
28.10$
34.90$
47.60$51.94$
53.81$58.01$
63.68$ 64.45$ 65.84$69.90$ 71.50$ 72.00$
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2.87$ 4.53$
9.15$13.21$
19.07$21.02$
28.18$30.88$
33.83$
39.22$ 40.65$45.00$
49.85$
1.78$ 2.64$4.60$ 6.20$ 7.30$ 8.52$
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16.00$
22.60$
28.90$
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25.00$29.00$
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3.69$5.56$
7.53$ 9.30$ 10.68$15.03$
17.16$20.03$
18.20$20.10$
22.40$ 23.70$26.50$
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10$
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8 ODM DO D DOM O $ %
United$States$
Taiwan$
Brazil$
China$
Philippines$
Thailand$
Indonesia$
India$
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All$Handsets$
Smartphone$
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Source:$Business$Insider,$IDC,$2012�
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105.2
75.366.9
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38.6 33.725.9
18.5
2.921.1
0
500
1,000
1,500
2,000
2,500
3,000
3,500
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20
40
60
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100
120
140
160
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U (%)
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16.7 20.0 26.3 28.3 29.4 29.8 29.6 28.4
1.3 1.1 1.0 1.2 1.6 1.9 2.2 2.6
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