The Taiwanese Smartphone Industry, 2Q 2011

This report presents forecast and recent quarter review of overall Taiwanese mobile handheld device shipment volume. This report also includes forecast and recent quarter review of Smartphone shipment volume, shipment value, and APS, and analyzes manufacturer volume rankings, shipment by maker, and price trends. Also provided are shipment breakdowns by system technology, operating systems, display, embedded Bluetooth, Wi-Fi, and GPS, and examines production locations, shipment destinations, and customer portfolios. The content of this report is based on primary data obtained through interviews with Smartphone makers. The report finds that the Taiwanese Smartphone industry's shipment volume, after witnessing double-digit year-on-year and sequential growth from the second to fourth quarters of 2010, saw a slight sequential decline in the first quarter of 2011 but the decline rate was relatively small compared to the first quarters of 2009 and 2010. In spite of the sequential decline, the industry's shipment volume in the first quarter of 2011, however, posted a triple-digit year-on-year growth for the first time since the third quarter of 2008. It is projected that the industry's shipment volume will see its sequential growth rebound in the second quarter of 2011. Meanwhile, the industry shipment volume will also see its first-quarter year-on-year growth continue well into the second quarter of 2011 and throughout 2011 but at a relatively slow pace.