2012 瑞信 creditsuisse-smartphone2012 -Growth robust time to think compute.pdf
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瑞信最新智能手机行业分析报告，80多页。
目录

Raising smartphone estimates 9
Forecasting smartphones based on TCO 12
Linking our TCO analysis to the addressable market 18
Smartphone volumes to grow at CAGR of 26% 21
Price point work also shows 1.1bn units long term 22
Significant growth being seen in the low end 23
A specific growth opportunity within China 26
LTE could be a game changer 30
Improving device availability 30
LTE speeds could drive new services 30
Coverage expansion of LTE networks 31
Aggressive rollout plans in US and China 33
An upgrade cycle like none before 37
A war of ecosystems….. 41
Apple – the iOS and Mac ecosystem 43
Google/Android – a one trick pony? 48
Windows 8 – what about the upgrade cycle? 53
Developer dynamics are critical 57
Smartphone economics 61
Carriers have seen margin pressure 61
Smartphone economics 62
What can carriers do? 67
Smartphones – winners and losers 69
Apple scope for share gains exist on multiple fronts 71
Samsung – a strong second 74
Nokia – heading for third position in smartphones 74
Multiple Android vendors may struggle 76
HTC – still bleeding share 76
Motorola Mobility/Google – losing steam in the US 77
Sony – change of control and limited distribution 78
Huawei – share gains ahead 78
RIM – struggling to survive 79