Update: Nvidia Tegra 3 under strong pressure from S4 Pro, say Taiwan makers [DIGITIMES, Dec 7, 2012]
Snapdragon S4 Pro series processors developed by Qualcomm have brought increasing competitive pressure on Nvidia’s Tegra 3 because of its superior overall performance-cost ratio, according to Taiwan-based handset supply chain makers.
Although Nvidia successfully landed orders for Google’s Nexus 7 and Microsoft’s Surface RT in 2012, with Microsoft reportedly planning to adopt Qualcomm’s platform for its next-generation Surface RT, while Tegra-based smartphones have only had average sales performance, Nvidia may find it difficult to continue achieving strong growth in 2013 like in 2012.
In 2012, Nvidia received Tegra orders for smartphones including the HTC One X, LG Electronics Optimus 4X H, ZTE Era, K-Touch Treasure V8 and Fujitsu’s devices.
Qualcomm is expected to start fierce competition against MediaTek and China-based handset chipmakers in China’s mid-range to entry-level smartphone market in the first quarter of 2013, challenging Nvidia’s plans of releasing a solution for CNY1,000 smartphones (US$160), while Qualcomm’s aggressiveness over striving orders from tablet players with its reference design, which is set to release in the first half of 2013, also places strong pressure on Nvidia, the sources noted.
With the new Snapdragon S4 class additions announced three days ago we can make the conclusion that:
– Snapdragon Cortex-A5 based S4 Play smartphones will get quadcore capability only in the first quarter of 2013, so the current S1 and further dual core S4 Play smartphones are to compete till the end of the year.
– Snapdragon Krait-based S4 Plus smartphones will have mid-range LTE (in so called World Mode form) “high-volume“ versions only in the first quarter of 2013, so the current S4 Plus smartphones and similar upcoming ones are to compete till the end of the year.
– No decision was taken for the Cortex-A5 based S4 Play TD-SCDMA smartphone market thus letting Spreadtrum and its competitors to capture the corresponding China Mobile entry market even more.
What does it mean?
For the last, Spreadtrum et al observation it means that Qualcomm cannot do anything yet but stand still as according to my Lowest H2’12 device cost SoCs from Spreadtrum will redefine the entry level smartphone and feature phone markets [July 26 – Aug 16, 2012] post (here on this blog) the entry level TD-SCDMA smartphone market is moving from sub $150 to sub $100 in the H2 2012.
For the other two observations we should first understand what has been delivered so far with Cortex-A5 and Krait based SoCs by the smartphone vendors.
The current Cortex-A5 based Snapdragon S1 UMTS and Krait based S4 Plus UMTS and World Mode SoCs from Qualcomm were adopted by global brands so far as follows:
Source: smartphones in PDAdb.net counted for corresponding SoCs as of Sept 28, 2012
Smartphones based on the new Cortex-A5 SoCs detailed above were introduced
as shown on the chart below:
while the introduction of the new Krait-based smartphones is shown on the above chart
and it was for the UMTS & World mode S4 class Plus tier SoCs detailed below as follows
(i.e. the CDMA/UMTS S4 class Plus tier SoCs were not reflected in the above chart):
So there were no Adreno 305 based S4 class Plus tier smartphones introduced to the market yet except a single one from HTC for November timeframe, actually with Windows Phone 8. This single fact means, however, that in October and November more such smartphones could be introduced as the HTC case shows the Adreno 305 related SoCs availability for Q4 2012. So powerful by today’s market standards yet sold at mass market prices MSM8x27 based Windows Phone 8 and Android smartphones could be available on the market from November at the latest.
Similarly we can expect mid-tier WP8 and Android smartphones based on MSM8x30 SoCs to become available in October or November at prices which are between the latest premium smartphones like Samsung Galaxy S III or HTC One XL, and the new mass market yet “powerful” ones introduced at the same time. As you could see via the number of new premium models introduced so far (not less than 43 if you will add up the numbers attached to each type of new premium SoCs in the table above), the new premium category is well established already both in price and functionality.
Now the global brands could safely establish the new “mid-range” and “mass-market yet powerful” segments of the smartphone market with Qualcomm capable of delivering the new Krait and UMTS—CDMA/UMTS—World Mode technologies in greater volumes than before. With the decision of postponing the availability of the new higher end LTE (World Mode) mid-range category to the Q1 2013 Qualcomm and its global brand partners are in fact letting the market to sort out in November-December the acceptable pricing below whatever MSM8930 could bring in addition to that in Q1 2013.
Somewhat more interesting and remarkable is the case of entry level smartphones which is covered in Qualcomm’s new segmentation strategy by the S1 class Play tier (see the table above). With the decision of leaving the active formation of the new entry-level segment to competitors like MediaTek and Spreadtrum till the end of the year Qualcomm shows not only the company’s unpreparedness to compete fully in TD-SCDMA market (as was already indicated in the beginning of this post), but also a more general unpreparedness to compete with a broader China based phenomenon currently most visible via MediaTek as it was shown in my earlier:
Core post: Boosting the MediaTek MT6575 success story with the MT6577 announcement – UPDATED with MT6588/83 coming
early 2013 in Q42012 and 8-core MT6599 in 2013 [June 27, July 27, Sept 11-13, Sept 26, 2012]. Quoting from that:
… MediaTek 28 nanometer quad-core A7 smartphone chip MTK6588 launch time is expected to advance to the fourth quarter of this year from the first quarter of next year! Because the price is very competitive, only 18 to 20 dollars, not only quadcore smartphone prices in mainland China will immediately fell to less than 150 dollars following that, the company will also have the opportunity to break into [the market of ] first-tier [i.e. global brand] manufacturers such as Samsung. …
Mediatek’s biggest “backer” [in terms of stock market performance] is expected to be the launch of MT6588 (quad-core A7 [with] TD-SCDMA/WCDMA) and MT6599 (8 core of the ARM [with] LTE/TD-SCDMA/WCDMA) smartphone chips in 4th quarter [of this year] and in the next year, respectively.
… we will see in the near future more dual-core 1.7Ghz Krait-based MSM8960A [on one hand], and MSM8974 [on the other], which is same but with quad-core, rather than next to the launch of 8225Q. …
… the fastest possible production of MediaTek quad-core mobile processor chip MTK6588 will start in October this year a small amount, quantity should not be a lot, may be available only to large client proofing purposes. Rumored MediaTek MTK6588 manufacturing cost is even less than dual-core MTK6577. …
MT6588 has a 4-core CPU [Cortex-A7 (!), see on the second slide below] clocked at 1GHz [1.XGHz rather, see the included slides below], supports dual-channel at maximum 1066Mbps, has an integrated multimode modem for WCDMA [+ it is delivering HSPA+ WCDMA performance (!) vs just HSPA with MT6577/75, see the first slide below] and TD (!), that is it can support both Unicom [latest upgrade to HSPA+ service, see the news in the original post materials much below] and China Mobile 3G network, supports an up to 13 MP camera and 1080P video playback. It finally has a GPU upgrade with SGX544, doubles the resolution to 1280×800 HD level, and has 32KB L1 cache and 1MB L2 secondary cache.
Along the MT6588 there is a 28nm dual-core version, MT6583 on the MediaTek 2012 product roadmap. From the chipset parameters it is evident that MT6583 is a scaled down version of MT6588. It has 2 cores less, the camera support is 8MP, the video decoder is of 720P level, and the resolution is down to 854×480.
It is understood that MT6588 and MT6583 will be in production in the first quarter of 2013, early next year the fastest.
Qualcomm’s problems are already immense as follows from another core post of mine stating not less than The low priced, Android based smartphones of China will change the global market [Sept 10-17, 2012], from I will just include this quote:
The best smartphone based on the MediaTek MT6577 both technically and in terms of price is the MT6577-based JiaYu G3 with IPS Gorilla glass 2 sreen of 4.5” etc. for $154 (factory direct) in China and $183 [Sept 13, 2012], which is also the best example of the low priced, Android based smartphones of China will change the global market.
This SoC competitor is also “deadly serious” as MediaTek plans for quad-core chips in budget smartphones by early 2013 [Engadget from China Times (translated) sources, Sept 26, 2012].
Considering also the fact that Spreadtrum’s TD-SCDMA effort will meantime drive the entry level TD-SCDMA smartphone market from sub $150 to sub $100 level in the H2 2012 Qualcomm has to completely redefine its original plans for the upcoming S1 class Play tier by Q1 2013. Especially because its crucial global brand partners are embracing the new Chinese phenomenon as evidenced by the quite new Huawei Ascend G306T (Huawei T8808D) [Sept 14, 2012] example currently sold in China for $183 (Yuan 1,148). Note that here is IPS screen etc. so this is higher than the very entry level.
Note as well that Qualcomm is heavily restricted by the shortage of 28nm foundry capacity which will be lifted only by the end of the year as described in my earlier:
Core post: Qualcomm’s critical reliance on supply constrained 28nm foundry capacity [July 27, 2012]
So for Q1 2013 the company will have plenty of room for effective actions in the competitive space quite unlike this time. It will be interesting to see what happens next!
Related announcements and videos by Qualcomm:
Before the new announcement Qualcomm issued the following “image” video:
How Snapdragon processors stack up against the competition [QUALCOMMVlog YouTube channel, Sept 20, 2012]
Qualcomm Announces New Snapdragon S4 Play MSM8x25Q Processors with Quad-Core CPUs and Reference Design Counterpart for High-Volume Smartphones [Qualcomm press release, Sept 27, 2012]
— Snapdragon S4 Plus MSM8x30 Platform to Support LTE -TDD/TD-SCDMA and All Three China Operators
BEIJING – September 27, 2012 – Qualcomm Incorporated (NASDAQ: QCOM) today announced the addition of two new Snapdragon™ S4 mobile processors: the MSM8225Q and MSM8625Q. Both are members of the Snapdragon S4 Play processor tier, optimized specifically for a broad range of smartphone users seeking faster applications and better user experiences. Snapdragon S4 Play processors will now offer OEMs both dual-core and quad-core CPUs and performance for entry-level smartphones, with the more advanced version featuring higher bus bandwidth, larger screen resolution support, HD video and enhanced user experiences. Both processors will be ready for customer sampling by end of 2012 and are expected to be shipping in commercial devices in the first quarter of 2013.
The MSM8225Q and MSM8625Q processors incorporate quad-core CPUs and are the upgraded software compatible variants of the highly successful Snapdragon S4 Play MSM8225 and MSM8625 processors, which both feature dual-core CPUs and dual SIM support. The quad-core variants will support LPDDR2 memory, increasing the bus bandwidth for improved features such as 720p display and 720p video encode and decode. Snapdragon S4 Play MSM8625Q features Qualcomm’s integrated multimode UMTS/CDMA modem, and the MSM8225Q has an integrated UMTS modem. Both processors enable Wi-Fi, Bluetooth 4.0 and FM connectivity using the Qualcomm Atheros AR6005 and WCN2243 chips.
In addition, Qualcomm also announced a single platform, the Snapdragon S4 Plus MSM8930, that supports all China operators with UMTS, CDMA and TD-SCDMA. Furthermore, this single platform will support LTE -TDD and TD-SCDMA, targeting mid-tier smartphones for use in China. Announced in February 2011, this processor features dual-core CPUs and as the world’s first single-chip solution with an integrated LTE modem, it is designed to take LTE to high-volume smartphones. Snapdragon S4 Plus MSM8930 with LTE-TDD and TD-SCDMA support will be ready for customer sampling by the end of 2012 and is expected to be shipping in commercial devices by the first quarter of 2013.
Qualcomm will also be releasing Qualcomm Reference Design (QRD) versions of all three processors. The QRD program includes comprehensive handset development platforms and an ecosystem program providing access to third-party providers of tested and verified hardware and software components so customers can rapidly deliver differentiated smartphones to budget conscious consumers. The Wi-Fi, Bluetooth and FM connectivity technologies have been pre-validated and tested with the QRD platform to provide reduced time-to-market. There have been more than 50 public QRD-based product launches to date in collaboration with more than 40 OEMs, and there are 100 designs in progress, including QRD-based smartphones enabled by these new Snapdragon S4 Play and Plus processors, which are also expected to be available by the first quarter of 2013.
“Our broad portfolio of Snapdragon S4 mobile processors delivers the optimal balance of features and performance for the high-volume smartphone segment,” said Cristiano Amon, senior vice president and co-president of mobile and computing products. “By offering both dual-core and quad-core CPU versions of the Snapdragon S4 Play processor, we are providing our OEM and operating partners a competitive and differentiated platform.”
The new Snapdragon S4 Play and Plus processors are designed specifically for high-volume smartphones, and they provide device manufacturers the ability to migrate their existing Snapdragon S1-based designs to S4 dual- and quad-core CPU-based designs. This capability is particularly useful for device manufacturers looking to efficiently expand their smartphone product lines with more advanced 3G/LTE smartphone products.
This announcement coincided with a new Graphics Benchmarking [QUALCOMMVlog YouTube channel, Sept 26, 2012] published for Qualcomm’s highest Adreno 320 GPU which is also in the MSM8960 SoC of the Pro tier of the S4 class for which no smartphones were introduced yet (probably in Q1 2013 we will see them):
Along with the first “image” video the company also issued another “giving assurance” type video: Vellamo™ Mobile Benchmark Suite: Setting new standards for system-level mobile benchmarking [QUALCOMMVlog YouTube channel, Sept 20, 2012]
Here is worth to remind you about my last year’s post that Qualcomm is very close to getting the HTML5 web apps performance and feature set to rival that of native OS apps [Oct 11, 2011]. Reading that one will understand this whole Velamo effort from both technical and marketing point of view.
Qualcomm Launches Tiers for Snapdragon S4 platform [Qualcomm’s OnQ blog, June 6, 2012]
Today, Qualcomm launched distinct tiers for its Snapdragon processor platform, starting with the S4 series. The Snapdragon S4 portfolio of processors now includes four distinct tiers – Prime, Pro, Plus and Play—that will better explain the capabilities of the many chipsets within the S4 class, as well future Snapdragon processors.
You probably became acquainted with the Snapdragon processor brand through smartphones and tablets, but the road ahead for these powerful processors will scale beyond such devices. With the launch of the highly-capable Snapdragon S4, our processors are now destined to appear in new platforms like Windows 8 PCs, SmartTVs and set top boxes. The number of device form factors that can potentially benefit from Snapdragon processors’ balance of power and battery efficiency is endless. Our new system of tiers should make it easier for Qualcomm’s customers and consumers to identify the right processor and its features.
Below is a description of each tier:
Snapdragon S4 Prime designed to bring high performance applications, web browsing and connectivity to TVs and set top boxes. Processors in the S4 Prime tier include: MPQ8064.
Snapdragon S4 Pro designed to bring computing-class processors to PCs, tablets and high-end smartphones. Processors in the S4 Pro tier include: APQ8064 and MSM8960T.
Snapdragon S4 Plus covers a broad range of powerful smartphone and tabletprocessors. Processors in the S4 Plus tier include: MSM8960, APQ8060A, MSM8660A, MSM8260A, APQ8030, MSM8930, MSM8630, MSM8230, MSM8627, and MSM8227.
Snapdragon S4 Play consists of processors for high-volume smartphones. Processors in the S4 Play tier include: MSM8625 and MSM8225.
When you look at the broad range of things that Snapdragon S4 processors can do, you’re more likely than ever to be using one.
Qualcomm Brings Snapdragon S4 Processors to High Volume Smartphones and Expands Qualcomm Reference Design Development Platform and Ecosystem Program [Qualcomm press release, Dec 8, 2011]
Addition of Two New Snapdragon S4 Mobile Processors Compatible with QRD Development Platforms Brings Dual-Core Processing and Integrated 3G Connectivity to High Volume Smartphones
SAN DIEGO – December 08, 2011 – Qualcomm Incorporated (NASDAQ: QCOM) today announced two additions to its Snapdragon® S4 class of mobile processors: the MSM8625 and the MSM8225 chipsets. Both chipsets provide dual core CPUs operating up to 1 GHz, Qualcomm’s Adreno® 203 GPU and an integrated 3G modem. The MSM8625 and MSM8225 chipsets are designed to be hardware and software compatible with the MSM7x27A and MSM7x25A family of chipsets, giving device manufacturers the ability to seamlessly migrate their existing Snapdragon S1-based designs to S4 dual core-based designs. This capability is particularly useful for device manufacturers to efficiently expand their smartphone product lines with more advanced and more capable 3G smartphone products.
To further simplify and improve time-to-launch of cost effective 3G solutions for device manufacturers, Qualcomm also announced the third-generation of its Qualcomm Reference Design (QRD) ecosystem program to enable third party device manufacturers to develop differentiated high volume smartphones with lower development costs and faster time to market. The QRD ecosystem program includes a comprehensive set of software and hardware components that allows third party hardware and software vendors to have their products pre-tested and optimized for the QRD development platform. A pre-tested and optimized platform gives device manufacturers a development platform with the hardware components (memory, sensors, touch panels, cameras, displays, RF, etc.) and software applications and features (browsers, map/navigation, mail, music, instant messaging, fonts and languages, etc.) needed for basic smartphone functionality already in place. This allows device manufacturers to focus their engineering resources on developing value-added features that will help make their high-volume smartphone stand out from the competition. The QRD ecosystem program is designed to help device manufacturers developing products for regions whose networks are evolving from 2G to 3G and high volume smartphones are becoming increasingly popular.
The MSM8625 and MSM8225 chipsets will be available on Qualcomm’s third generation QRD development platform in the first half of 2012, in addition to being available as standalone chipsets. QRD development platforms based on both the MSM7x27A and MSM7x25A chipsets are currently available. Qualcomm has shipped over 100 million MSM7225 and MSM7227 chipsets, and smartphones based on these chipsets are operating on multiple carrier networks worldwide.
“Smartphones present a large business opportunity for many of our customers, which is why we have created the QRD ecosystem program to assist them with developing compelling product designs with competitive differentiation,” said Cristiano Amon, senior vice president of product management at Qualcomm. “The program combines all the elements our customers need to get a new smartphone design to launch quickly and cost effectively, from carrier-ready hardware and software to local technical support resources.”
“As Snapdragon processors power many of today’s most popular smartphones, we are working to port a variety of our core applications to the various QRD platforms,” said Chengmin Liu, senior executive vice president of Tencent, China’s largest integrated internet services provider. “This will offer our customers a strong processing solution to power our applications for future smartphone designs.”
Qualcomm Unveils New Snapdragon Mobile Processors Across All Tiers of Smartphones and Tablets [Qualcomm press release, Nov 16, 2011]
Qualcomm Incorporated (NASDAQ: QCOM) announced today the expansion of its Snapdragon S4 class of next-generation mobile processors and the enhancement of its Snapdragon S1 solutions for entry-level smartphones.
The addition of new Snapdragon S4 processors, which are aimed at lowering design, engineering and inventory costs while bringing leading-edge 3G and 4G Internet connection speeds, will allow OEMs to introduce S4-based devices with next-generation mobile architecture throughout their respective device roadmaps—from basic smartphones to high-end smartphones and tablets. The enhanced S4 processors are also optimized for use with a suite of software solutions available from Qualcomm that help enable OEMs to deliver industry-leading feature sets for multimedia, connectivity, camera, display, security, power management, browsing and natural user interface design.
The Krait CPU is the next generation of Qualcomm’s micro architecture and is purpose-built from the ground up for significant mobile performance and power management advantages leading to enhanced user experience and better battery life. The Krait CPU is an essential part of the Snapdragon S4 class of processors. Today, Qualcomm announced several new S4 chipsets, including the MSM8660A, MSM8260A, MSM8630, MSM8230, MSM8627,MSM8227, APQ8060A and APQ8030. These are additional chipsets to the previously announced MSM8960, MSM8930 and APQ8064. Snapdragon S4 MSM processors include Qualcomm’s leading-edge wireless modem technologies, including EV-DO, HSPA+, TD-SCDMA, LTE FDD, LTE TDD andWi-Fi® standards. Devices based on Snapdragon S4 processors are expected to appear in early 2012.
The Snapdragon S1 product line is driving smartphone growth in all regions, and it offers a significant opportunity for market expansion and migration to 3G. To further this trend, Qualcomm is also announcing an upgrade to four of its existing Snapdragon S1 mobile processors. The MSM7225A, MSM7625A, MSM7227A and MSM7627A have been upgraded to deliver better performance and will enable new mobile experiences for entry-level smartphone users, particularly those transitioning from 2G to 3G.
Qualcomm Announces a Bunch of Krait Based Snapdragon S4 SoCs [Anandtech, Nov 16, 2011]
If you want an 8960 without integrated LTE, Qualcomm has an SoC for you: the MSM8x60A. The CPU specs are the same as the 8960, just without LTE support.
Below the 8960 is the MSM8930, a dual-core Krait (up to 1.2GHz) offering with only a single LPDDR2 memory channel (up to 1066MHz data rate). The 8930 will actually use a faster GPU than the 8960, the Adreno 305, although it’ll be more memory bandwidth limited. The 8930 will also debut later than the 8960 partially due to its new GPU.
The 8930 features LTE support, but if you want a version without it there’s the new MSM8x30. Similarly, if you want a version without an integrated baseband altogether there’s the APQ8030. The ISP in the xx30 series supports 1080p video decode and up to a 13.5MP camera (down from 20MP in the xx60 SoCs).
There’s an even even more affordable S4 in the lineup: the MSM8x27. Here you get two Krait cores running at up to 1GHz, a single channel LPDDR2 interface (800MHz max data rate). Video decode is limited to 720p in the 8×27.
[* the numbering change is: MSM8270 –> MSM8x60A]
MT6577-based JiaYu G3 with IPS Gorilla glass 2 sreen of 4.5” etc. for $154 (factory direct) in China and $183 internationally (via LightTake)
This is the most competitive offering from the wave of Boosting the MediaTek MT6575 success story with the MT6577 announcement – UPDATED with MT6588/83 coming early 2013 [June 27, July 27, Sept 11, 2012] and now is the key manifestation of a much broader and very significant trend of The low priced, Android based smartphones of China will change the global market [Sept 10-17, 2012]. The details are therefore worth to examine:
JiaYu-G3 Basic Information:
Model JY-G3 Network Frequency 2G:GSM850/900/1800/1900MHZ
SIM Card Dual Sim Cards Style Bar Phone Color Black
JiaYu-G3 Hot Spots:
OS Android 4.0.3 CPU MediaTek MTK 6577 1GHz
RAM 1GB ROM 4GB Card Extend Support TF Card 64GB MAX (Not included) Screen 4.5inch Capacitive Touch Screen,
G-Sensor Support More Information Flashlight,Maps,Latitude,Gallery,
GPS Built in GPS Wireless Transmission WiFi/ Bluetooth 2.0 Bluetooth Yes Photo Format JEPG Camera Dual Cameras, Front:2.0 MP,
Rear:8.0 MP, with flashlights
Media Player MP3 & MP4 player
(support MP4/3GP format)
Sound Recorder FM Radio Earphone Interface 3.5 mm standard audio output jack Tools Calendar,Calculator,Alarm,World Clock
Product Size 135*65*10.8mm Weight(w/box） 500.0g Battery Lithium Batteries:2750mAh Standard Accessories 1*Batteries,1*Charger adapter(US plug, if you need other contry’s standard plug, please tell us.),
1*USB cable,1*Enlish manual
Jiayu G3 720P Video Playing Review [July 30, 2012]
JiaYu G3 used to smash walnuts MT6577 phone with Gorilla glass [Gizchina YouTube channel, Sept 6, 2012]
Jiayu G3 MTK6577 Dual-Core 4,5″ 720p 1280×720 Test Gorilla Glass [chiribe YouTube channel, Aug 13, 2012]
First announcement on July 9, 2012 as translated by Bing:
Through the efforts of Golden people, Golden G3 Design work has now been completed, entering the testing phase, in order to meet the concerns of her friends, Super G3 configuration information as follows, welcome to continue to focus on supporting good domains! …
Second announcement on September 5, 2012 as translated by Bing:
Golden G3 put on sale the first approach … The so-called registration, meaning that user orders, eligibility for Golden G3 to buy, but do not make immediate payment. Golden while waiting for a cell phone network card duly issued, payment orders and then notifies the user. NET label officially reaches Golden factory, beginning the actual shipping. …
JiaYu G3 Preorders: Did You Get One? [Gizchina.com, Sept 5, 2012]
The JiaYu G3 marks the first time (which I know of) that a Chinese phone has managed to go viral in both China and across the globe and it’s easy to see why with such a great looking design and high specification at a low price of just 899 Yuan ($140 in China).
If you have managed to completely miss the JiaYu G3 for the past few months (is that even possible?) let me quickly fill you in;
The G3 is JiaYu’s all new Androidsmartphone set to replace the JiaYu G2 as JiaYu’s flagship model, but unlike most phone manufacturers, JiaYu have managed to give their top of the range phone all the bells and whistles at an extremely low price without any (notable) corner cutting price lowering measures.
For example the G3 has a 1280 x 720 4.5 inch IPS display which boasts a Gorilla Glass screen to ward of knocks and scratches! This in itself would be worth the $140 price tag, but JiaYu have also loaded the G3 with a dual-core MTK MT6577 CPU, 1GB RAM, 4GB ROM and high quality 8 mega-pixel rear camera!
Even the battery is a great size and should last a good while as it is a 2750mAh unit!
So what are the catches? There has to be at least one! And yes there are!
- The first catch is that the $140 price tag in China IS in fact only for the phone (I know this as my wife is online ordering a G3 for me now as I type), but for just $12 extra you can get the battery, charger, screen protector and protective case!
- Secondly is the fact that although we can order our JiaYu G3 phones today, we don’t actually know when we will be getting them as JiaYu is still waiting on the network licences, but that’s ok as JiaYu aren’t asking for full payment yet (although 3rd party resellers are!)
G3 [JiaYu product page, Aug 20, 2012] as translated by Google
[Yuan 899, i.e. US$142, see the full product page transcription on SlideShare [Sept 12, 2012] ]
CPU The MT6577 1G dual-core Memory RAM1G + ROM4G Screen Size 4.5-inch Screen material IPS Resolution 720 × 1280 Touch screen Second-generation multi-touch with Corning Gorilla Glass Camera 2,000,000 8,000,000 physical pixel back-illuminated CMOS AF Operating system Android 4.0.4 Battery capacity 2750 mA Sensor Light, distance, gravity, magnetic sensor, gyro External storage Support maximum 64G expansion card Network GSM \ WCDMA dual network dual standby WCDMA frequency 2100MHz GSM frequencies 850/900/1800/1900MHz Body parameters Of 135x65x10.8 mm weight 154 g Factory standard A mobile phone, battery, charger, data cable, manual, warranty card
?Good domain / Golden? [Baidu encyclopedia, Dec 20, 2011] as translated by Google/Bing:
?Good domain / Golden? from Shenzhen City, Guangdong Province (now moved to Baoji City, Shaanxi Province) the ?good domain / Golden? Yutong Electronic Science and Technology Co., Ltd. produces smartphones, the company was founded in April 2009, the headquarters is located in Baoji City. The company has a strong R & D capability. Always carry out the marketing strategy of “quality affordable” Android smartphone to create a leading level in the domestic market. Has launched two smart models the good domain G1 , best domain G2 . The upcoming good domain G3 ?good domain / Golden? G series phones using the Android 4.0 operating system, to configure powerful but affordable, so the company is known as a “smartphone civilians practitioner”.
Chinese name: ?Good domain / Golden?
Foreign name: JIAYU [JiaYu]
Company Name: The ?good domain / Golden? Yutong Electronic Technology Co., Ltd.
Chairman: Zhang Guojun
Corporate Headquarters: Baoji City
Products: Jia domain G1, good domain G2
Company Profile [JiaYu website page, July 9, 2009] as translated by Bing:
Shenzhen Golden Yutong electronic technology limited company was established in April 2009, is a professional dedicated to mobile communication product research and manufacturing, sales and service in one of the high-tech enterprises. Since its establishment the company has been adhere to people-oriented policy, talent is the largest corporate wealth is fundamental to the development of enterprises. Company has a staff of more than 800 people, including developers, more than 30 people, engineers and technicians more than 40 people. And has been cultivating and absorbing talents. Now company to design for mobile communication terminals, Terminal product research and development as well as sales and service-oriented, continuously enrich their research and development, in the context of talent, we have established the domestic first-class research and development team. Employees of one mind, adhere to the quality is life, for consumers of all staff to provide the best quality products for the mission, to create first-class products.Companies now have 10 complete product lines, two laboratories, a variety of advanced testing equipment, equipment! Company is willing to work with customers at home and abroad hand in hand, create brilliant!
Assembling Workshop II
Class 100,000 Cleanroom SMT
Silk steel net detection
Silk screen printing machine
Plant and equipment
During the 12 months or so China took over the overall leading market role for smartphones from the key markets considered to be in the lead: US, Australia, Brazil, Great Britain (GB), Germany, France, Italy and Spain.
An even more dramatic change was that while on the old, combined lead market of the above countries high/moderate margin products were the dominating ones, on the new lead market of China average retail prices went down in the second quarter of 2012 to 1560 yuan (i.e. US$246) for the #1 Android with a whopping 82.8% market share, and to 1320 yuan (i.e. US$208) for the #2 Symbian now having only 6% share of the market.
It is notable as well that in China Apple had only a 6% market share vs. 23.7% in the combined old lead markets. According to a recent Reuters video report from Hong Kong we are witnessing (you can also watch this report in this post, as embedded well below in the following elaboration of details):
… commoditization of smartphones … hardware specifications for the handsets have already peaked…
A race to the bottom therefore will present a major challenge for Apple and Samsung who put together have dominated the industry in the last couple of years. If the China trends spread globally the shift to cheaper handsets will mean tighter margins and slower growth for this industry powerhouses and new opportunities for little known upstarts like Xiaomi.
Given my previous trend tracking posts the change will even be more dramatic as:
- The best smartphone based on the MediaTek MT6577 both technically and in terms of price is the MT6577-based JiaYu G3 with IPS Gorilla glass 2 sreen of 4.5” etc. for $154 (factory direct) in China and $183 [Sept 13, 2012], which is also the best example of the low priced, Android based smartphones of China will change the global market.
- – Lowest H2’12 device cost SoCs from Spreadtrum will redefine the entry level smartphone and feature phone markets [July 26 – Aug 16, 2012]
– Boosting the MediaTek MT6575 success story with the MT6577 announcement – UPDATED with MT6588/83 coming
early 2013in Q42012 and 8-core MT6599 in 2013 [June 27, July 27, Sept 11-13, Sept 26, Oct 2, 2012]
– Smartphone-like Asha Touch from Nokia: targeting the next billion users with superior UX created for ultra low-cost and full touch S40 devices [July 20 – Aug 12, 2012]
– MediaTek’s ‘smart-feature phone’ effort with likely Nokia tie-up[Aug 15-31, 2012]
- Update: China to ship 300 mil. smartphones in ’13: MediaTek head [The China Post, Sept 26, 2012]: … overall shipments in China may reach 200 million in 2012. …
- Update: China market: Dual-core CPUs, 4-inch displays become standards for entry-level smartphones [DIGITIMES, Sept 17, 2012]:
Local brands in China have made upgrades to the specifications of their entry-level smartphones for the CNY1,000-1,500 (US$158-237) segment making dual-core 1GHz processors and 4-inch displays the industry standards, according to industry sources.
Prices of the previous mainstream models with single-core CPUs and displays below 4-inch sizes for the CNY1,000 segment in the first half of 2012 are now expected to drop to CNY500-800, the sources added.
China Unicom has led the purchase of the upgraded dual-core, 4-inch display smartphones recently, and its suppliers are all China-based vendors including Huawei Technologies, ZTE, Lenovo, Coolpad, TCL, Hisense, K-Touch and Wanlida, the sources revealed, adding that those makers will source chipset solutions from Qualcomm or MediaTek.
First-tier international players did not participate in China Unicom’s procurement on concerns of pricing and hardware specifications, the source asserted.
However, the pace of hardware upgrading may start slowing down as telecom companies in China are mulling reducing their subsidies to smartphone subscribers, while smartphone makers are also trying to maintain their profit margins, commented the sources.
The next round of competition will shift from hardware to software including product design, user’s interface and also smart audio recognition, the sources noted.
Neither Apple nor Samsung reacted to these challenges yet. Nokia was also playing safe with its recent announcement:
– Unique differentiators of Nokia Lumia 920/820 innovated for high-volume superphone markets of North America, Europe and elsewhere [Sept 6, 2012]
We may expect a fundamental reorganisation of the market in the next two quarters.
Meanwhile read through the details included below and make your own, hopefully more fine-tuned conclusions and predictions:
See: Kantar: Windows Phone has overtaken RIM Market Share in USA, “Key 8 Countries”
[WMPoweruser, Sept 3, 2012]
Note that in terms of mobile data traffic the market share is quite different. For North America (U.S. and Canada) Chitika Insights, the independent research arm of online ad network Chitika, released the following web usage market share report [Sept 5, 2012]:
Remark: iPads and other tablets are included here as well!
Relative to all that China is a quite different story:
3G phones months shipments reach 21.64 million, domestic mobile share over 70% – 3G手机月出货量达2164万部 国产手机份额超七成 [Sohu IT – 搜狐IT, Sept 10, 2012]
According to data published by the Telecommunications Research Institute of the Ministry of Industry and Information Technology …
[the data in the translated Chinese text I’ve compiled into the below table:]
Beijing: China’s smartphone market saw its sales volume soar to 38.19 million units in the second quarter, according to a report released Monday by market researcher Analysys International.
The figure represented a 22.5-per cent increase compared with that of the previous quarter and a sharp rise of 127.1 per cent over the corresponding period in 2011, said the report.
Nearly 67 million mobile phones were sold in China in the second quarter, the report said, representing a 1-per cent decrease from the previous quarter and a 2-per cent decrease from the corresponding period in 2011.
Stellar growth sees China take 27% of global smart phone shipments, powered by domestic vendors [Canalys press release, Aug 2, 2012] – Android is the clear platform of choice, accounting for 81% of Chinese shipments
Shanghai, Palo Alto, Singapore and Reading – Canalys published its final Q2 2012 country-level shipment estimates to clients yesterday. Results show that China saw phenomenal growth of 199% year-on-year and 32% over the previous quarter. In total, more than 42 million smart phones were shipped into the channel in China in Q2 2012, representing the second consecutive quarter of record breaking volumes in a single country market. China accounted for 27% of the 158 million global smart phone shipments, compared to 16% for the United States.
Notably, growth in China was heavily driven by domestic vendors, while international vendors struggled to keep pace.
While Samsung maintained its overall leadership position in China with a 17% market share, this reduced sequentially as volumes were flat and as several local vendors closed the gap. ZTE, Lenovo and Huawei were the second-, third- and fourth-placed vendors, ahead of Apple, making up a third of the market. They achieved growth of 171%, 2,665% and 252% year-on-year respectively. Collectively, domestic Chinese vendors shipped 25.6 million units, representing a growth of 518% and 60% of the market. By comparison, international vendors grew by a more modest 67% to 16.7 million units. Apple fell to fifth place in China. While its shipments were up 102% year-on-year, they were down 37% compared to Q1 2012.
‘The rise of the domestic tier-one brands has been aided by a number of factors. Their reactiveness to market demands and deep understanding of local consumer behavior and preferences have been key in helping them surpass international peers in the fast-evolving Chinese market. Local tier-one vendors have worked hard in recent quarters to greatly improve their brand resonance among consumers and to expand and enhance their relationships and influence within operators,’ said Canalys Research Director for China, Nicole Peng. ‘But the tier-two vendors — the likes of Oppo, K-Touch and Gionee — have also stamped their mark, boosting smart phone shipments into tier-three and tier-four cities, predominantly through the open channels. As feature phone vendors, they already have established partnerships and strong brand awareness. These domestic vendors are making significant progress transitioning their portfolios and customer bases to be more focused on smart phones.’
Nokia and Motorola both lost significant ground in China, with Nokia’s volumes down 47% on Q2 2011. ‘Among the international vendors, only HTC managed an outstanding performance in mainland China. Its shipments grew 389% year-on-year to reach 1.8 million units for the quarter,’ said Jessica Kwee, Canalys Research Analyst. ‘Its success this quarter is heavily based on the strong performance of Desire V series devices, designed with the local China market in mind, underscoring the importance of tailoring propositions to local consumer preferences.’
Android has become a major growth driver in China, running on 81% of the smart phones shipped in China in Q2 2012.
On a global basis, Android continued to grow in significance, surpassing 100 million quarterly smart phone shipments for the first time and reaching two-thirds share of the market. ‘Growth in Android volumes of 110% far outpaced growth in the overall market of 47% year-on-year, heavily driven by Samsung, which saw Android volumes of over 45 million, contributed to by a full and broad portfolio of products, from its high-end flagship Galaxy S III down to its aggressively priced Galaxy Y and Galaxy Mini. Its sponsorship of the London Olympics and subsequent product placements are sure to attract new customers to ensure that Q3 delivers a strong performance,’ commented Pete Cunningham, Canalys Principal Analyst.
Samsung retained its gold medal position in the global smart phone market with a 31% share, followed by Apple and Nokia once again. Huawei and ZTE were unable to push in on the global top five with shipments of their own branded devices. HTC moved up to fourth place, though, just ahead of RIM, which shipped 8.5 million units in the calendar quarter.
To speak with any analyst quoted in this release, please contact the appropriate Canalys office: Nicole Peng, Jessica Kwee (Canalys APAC), Pete Cunningham (Canalys EMEA). Alternatively, you can speak with other members of Canalys’ global team of mobile analysts: Chris Jones (Canalys Americas), Rachel Lashford (Canalys APAC), Tim Shepherd (Canalys EMEA).
Canalys is an independent analyst firm that strives to guide clients on the future of the technology industry and to think beyond the business models of the past. We deliver smart market insights to IT, channel and service provider professionals around the world. Our customer-driven analysis and consulting services empower businesses to make informed decisions and generate sales. We stake our reputation on the quality of our data, our innovative use of technology, and our high level of customer service.
Smart phone and pad forecasts show varying OS fortunes [Canalys press release, Sept 10, 2012] – China and Android influence smart phone landscape, the US and Apple dominate pads
Shanghai, Palo Alto, Singapore and Reading – The latest product announcements by leading smart phone and pad vendors will help drive consumer demand to new heights, according to Canalys. It forecasts that in 2016, global annual smart phone shipments will be around 1.2 billion units, meaning a CAGR (Compound Annual Growth Rate) of 19.5%. It predicts pad shipments in the same year will hit 207 million – a CAGR of 26.8%.
Apple’s latest unveiling is attracting extraordinary interest and competitors have also made several major announcements in the past week, including Windows 8 devices from Nokia and Samsung; new Android smart phones from Sony, Motorola and Samsung; and Amazon’s enhanced Kindle Fire pads. With these big vendors attracting the headlines, Canalys has issued a timely reminder that the trends across pads and smart phones in various countries will be markedly different.
In smart phones, Canalys expects Asia Pacific to remain the largest region by volume, with annual shipments reaching 594 million by 2016. China will account for almost half of all shipments in the region and nearly a quarter of the world’s smart phones in 2016. This equates to only 10 million less than is forecast to ship in the whole of the Americas in that year.
Canalys managing director for Mobile and APAC, Rachel Lashford, said, ‘The latest, in-depth research for our dedicated Smart Phone Analysis China service reveals there will be a substantial increase in the number of first-time smart phone users in China over the next 12 months, while feature phone shipments will continue to decline. Smart phone sales will move beyond tier-one and tier-two cities.’
China’s domestic feature phone vendors are rapidly moving their businesses to smart phones, supported by low-cost solutions from chipset providers, such as MediaTek, Spreadtrum and Qualcomm’s QRD.
‘We anticipate strong demand from local Chinese vendors selling in both operator and open channels,’ said Nicole Peng, Canalys Research Director for China. ‘Chipset vendors are reporting growing momentum in 2.5G (EDGE) smart phone solutions. For less developed areas where 3G coverage is limited, 2.5G smart phones have advantages in cost and battery life. They are becoming popular with consumers, especially where prices are already close to those of feature phones (around RMB500, US$78). The tier-three and tier-four cities are feature phone vendors’ traditional strongholds. Local vendors will use their long-standing relationships with open channels and their established infrastructure to distribute smart phones, with or without operator subsidies, over the next few years.’
In terms of percentage growth, Canalys expects Latin America to move fastest, with a CAGR to 2016 of 27.3%. It forecasts good double-digit growth in all countries, but Brazil and Mexico will account for more than half of all shipments in the region.
Globally, Canalys expects Android to remain dominant, with 57% of the smart phones shipped in 2016 running the OS (up from 49% in 2011). It expects Apple’s share of this much larger market to remain similar to today, at around 18%. Microsoft is expected to make inroads over the coming years.
In the pad market, however, the OS picture will be quite different. Canalys expects Apple to take a little under half of the market in 2016. The plethora of Windows 8 pads that will be introduced over the next few years are predicted to bring Microsoft’s share to around 17%. Competitively priced Android pads, such as Google’s Nexus 7 and Amazon’s Kindle Fire models will have an impact in terms of volumes, but Android’s share is forecast to remain relatively stable at 35%, unless vendors make radical improvements to the overall user experience. In contrast to smart phone market trends, the US is expected to dominate pad shipments, with the volume more than doubling to 88 million units in 2016. China is expected to be the second largest country market, with shipments of around 20 million.
‘Pads are the fastest growing consumer electronics products in history and are forecast to represent 29% of total PC shipments in 2016. But the market remains dominated by a single vendor. Other PC and smart phone vendors are currently finding it hard to weaken Apple’s position,’ said Canalys Analyst Tim Coulling. ‘The only product that most would consider a big hit is the Kindle Fire, brought to market by Amazon – an Internet retailer. Tight integration of hardware, software and services is a prerequisite for competing in the pad market, even at low price points, and fragmentation among other pad vendors’ offers helps Apple maintain its position.’
To speak with any analyst quoted in this release, please contact the appropriate Canalys office: Rachel Lashford, Nicole Peng (Canalys APAC), Tim Coulling (Canalys EMEA). Or contact another member of Canalys’ global analyst team: Chris Jones (Canalys Americas), Jessica Kwee, Pin-Chen Tang (Canalys APAC), Pete Cunningham, Tim Shepherd, Tom Evans (Canalys EMEA).
Analysys data: 2012Q2 China Android Smartphone market 82.8% [Analysys International release, Sept 5, 2012] as translated by Bing:
Easy views network hearing” easy views international: according to EnfoDesk easy views intellectual library industry database recently publishing of 2012 2nd quarter China phone terminal market monitoring report under displayed, 2 quarter, China smart phone terminal (does not containing parallel and cottage machine) market in the, Android Department sales accounted for than from Shang last quarter of 76.7% upgrade to this quarter of 82.8%, net 6.1%. While the Symbian sales percentage has continued to free fall to the ground from the parent 11.8% to 6%. In addition, iOS small callback to 6%.
2012Q2 OS smartphone market penetration in China (not including parallel and cottage)
2 quarter pick-up systems from Smartphone ( encyclopedia of Analysys : smartphones ) [average smartphone] price changes, Android from 1670 [yuan i.e. US$263] last quarter, continuing down to the quarter of 1560 [yuan i.e. US$246]; 1320 [yuan i.e. US$208] of Symbian from last quarter down to 1170 dollars [yuan i.e. US$185] this quarter.
2012Q2 China Android and Symbian Smartphone price
(not including parallel and cottage)
Information about the mobile Internet more relevant data, please visit
For more content, please visit http://www.enfodesk.com/SMinisite/maininfo/regapply-cf-17.html
Or call the customer service-4006-515.
Analysys data: 2012Q1 China Android Smartphone market share increased from 76.7% [Analysys International release, June 6, 2012] as translated by Bing:
“Analysys Web video” Analysys: at present, according to EnfoDesk Analysys think-tank on traditional retail markets of mobile phones (of the last quarter of 2012 quarterly monitoring mobile terminal market) data monitor display: Chinese smartphone market, Android system’s market share in handset sales rising 5 consecutive quarters.
In the last quarter of 2012 China Mobile end-markets quarterly monitoring data show end of 2012 Q1, carrying Android in the Smartphone market system’s market share in the Smartphone Terminal 76.7%, 10% average quarterly market share gain. At the same time, as the Smartphone market continues to mature, carrying Android system average Smartphone prices are also way down to 1670 [yuan i.e. US$263 from 2300 yuan i.e. US$363 a year earlier].
Combined with traditional mobile phone sales channels under the line status, EnfoDesk Analysys Research think-tank believes that mobile phone sales market share of Android system continue to enhance, benefit from its open source nature attract numerous manufacturers to participate in, and China in the past two years in the Smartphone market and 3G business increment. Through the performance of manufacturers on the market today as well as the impact of EnfoDesk Analysys think tank study says
1. Is now dominated by application of the formation of eco-systems, as well as the Android open source, attracting new industry participants, such as Internet companies to enter product prices are depressed, make the increasingly intense market competition environment, product prices are driven down, threats to traditional enterprise bargaining power in the channel.
2012Q1 China smartphone sales share
2. Fragmentation trends exacerbate the Android system. Traditional manufacturing enterprises to overcome the effects of homogenization of products of intelligent systems, secondary development on the Android system, causes the application to version adjusted accordingly, application developer development costs gradually increased.
Smartphone price quarterly changes of 2011Q1-2012Q1 Android system
3. Sales in this period dominated by domestic brands in the low-end products, intelligent products of these enterprises continue to 3G input costs on the production line. But at the same time, while veteran international brand market share continues to decline, it would shorten the product line, focusing its research and development production 4G products research and development. With the advent of 4G era, will reshuffle the mobile terminal market. (Analysys International)
Information about the mobile Internet more relevant data, please visit http://data.eguan.CN/dianzishangwu
For more content, please visit Enfodesk Analysys Thinktank
Or call the customer service-4006-515.
2011Q2 China’s massive increase in Android share Symbian tumble
… in 2 years the low-end has blown up …
China smartphone sales by price tier Q1 – 2010 Q1 – 2012 <1,500 yuan [<US$ 237] 17.7% 60% 1,500-3,000 yuan [US$ 237-473] 51.5% 24% >3,000 yuan [>US$ 473] 30.8% 16%
Source: Jefferies Research
Cynthia Meng, China/HK TMT Equity Research, Jefferies Hong Kong:
[00:49] Next year it’s going to be about who is going to provide the best value for my money from a consumer point of view, from a telco point of view, because we think that hardware specifications for the handsets have already peaked. [01:03]
Narrator, xxx Gordon in Hong Kong:
In other words the oversized screen and quadcore processors of your precious Samsung [Galaxy] S III will soon be standard and achieved in handsets in China. [01:13]
… commoditization of smartphones …
[02:11] A race to the bottom will present a major challenge for Apple and Samsung who put together have dominated the industry in the last couple of years. [02:19] If the China trends spread globally the shift to cheaper handsets will mean tighter margins and slower growth for this industry powerhouses and new opportunities for little known upstarts like Xiaomi. [02:26]
The Chinese View: VIDEO: STUDIO INTERVIEW: CHINA’S SMARTPHONE MARKET [CCTV News – CNTV English, Sept 3, 2012]
iPhone Ranked Seventh in China’s Smartphone Market — Watch Out, ZTE [AllThingsD.com, Aug 24, 2012]
Apple’s iPhone has been gaining a lot of traction in China recently. As Apple CEO Tim Cook said during the company’s third-quarter earnings call, greater China accounted for two-thirds of Apple’s revenue in the Asia-Pacific region during the period.
“In terms of iPhones in general in mainland China, we were incredibly pleased with our results,” Cook said. “We were up over 100 percent, year over year.”
That’s an impressive achievement. But Apple still has a lot of work to do in China before the iPhone claims the same levels of market penetration it enjoys in the U.S. In China, the iPhone has captured about 7.5 percent of the smartphone market, compared to rival Samsung, which has claimed more than 20 percent, according to IHS iSuppli. Despite its popularity in the country, the iPhone is still ranked seventh in the Chinese smartphone market.
Why? Two reasons. First, Apple doesn’t yet offer a truly low-end smartphone that appeals to price-conscious Chinese consumers. (To be clear, China Telecom is offering the iPhone fully subsidized, but it requires subscribers to sign a contract that ties them to a two-year $62 per month plan.) Second, and more importantly, the iPhone doesn’t yet support Time Division Synchronous Code Division Multiple Access (TD-SCDMA), China’s homegrown wireless standard. And until it does, China Mobile, the world’s largest wireless carrier, can’t offer it to its 688 million or so subscribers.
“Among all the international smartphone brands competing in China, Apple is the only one not offering a product that complies with the domestic TD-SCDMA air standard,” IHS iSuppli’s Kevin Wang said in a statement. “For Apple, this is a huge disadvantage, as TD-SCDMA represents the fastest-growing major air standard for smartphones in China, with shipments of compliant phones expected to rise by a factor of 10 from 2011 to 2016.”
In other words, if Apple wants access to the massive addressable market that China Mobile has to offer, it’s going to have to offer a lower-end iPhone variant designed specifically for TD-SCDMA, something it has been loath to do in the past, and hasn’t given any indication that it’s willing to do in the future. As Cook said during Apple’s last earnings call, the company feels that its business is strongest when it focuses on making the best products it can, not the most inexpensive ones.
“I firmly believe that people in the emerging markets want great products, like they do in developed markets,” Cook said. “And so we’re going to stick to our knitting and make the best products. And we think that if we do that, we’ve got a very, very good business ahead of us. So that’s what we are doing.”
Apple Should Take The $199 Chinese Smartphone Seriously [Seeking Alpha, Sept 6, 2012]
At a time when China is set to overtake the U.S. as the world’s largest smartphone market, little-known Chinese firms are prepared to battle it out for market dominance with the maker of the game-changing iPhone, Apple (AAPL). As per the predictions of IDC and Gartner, China’s smartphone shipments could hit 140 million this year, exceeding those in the United States.
There are a number of Chinese brands offering similar capabilities, nominally, as the iPhone at half the price, most of them using a forked version of Google’s (GOOG) Android. The names include ZTE Corp., Lenovo Group, and other small private firms like Xiaomi, Gionee, and Meizu Technology. Even cheaper smartphones are offered by Alibaba Group, Shanda Interactive, and Baidu (BIDU) for fewer than ¥1,000 (~$150 U.S.).
Xiaomi Technology, founded just two years ago, has emerged as a serious potential threat to the likes of Apple and Samsung in smartphone arena. According to its CEO, the company sold more than 3 million phones with revenues close to $1 billion for the first half of 2012. Its latest offering, a successor to its popular MiOne (MI) smartphone, the MI2, costs less than half the price of iPhone 4S, but exceeds its specifications. Xiaomi not only tries to mimic the iPhone’s specifications, but has also been able to charge fans ¥199 (~$31) to attend the Beijing launch of the phone, the same way as Apple followers would pay to see Steve Jobs showcasing new products. The Xiaomi conference was attended by more than 1,000 people, with the proceeds going to charity. The MI2, which is expected to hit the markets in October, will have quad-core Qualcomm (QCOM) S4 Pro SoC, an 8 mega-pixel camera, and a voice-assistant similar to Apple’s Siri, and is priced at ¥1,999 ($310). This is no cheap knock-off, but rather a serious piece of hardware packed with the latest technology.
The fascinating part of Android’s rise here is that Microsoft (MSFT) will likely see more profit from many of these phones than Google will due to the licensing agreements many of them have made to avoid patent issues with Redmond. Reports are spotty, but Microsoft collects anywhere from $5 to $15 per Android license and has deals with at least half of the phones sold. Moreover, it is very possible it makes more money than Google does.
In the coming years it is expected that Apple’s market share may flatten out or even dip, as it has this year, but market share is not Apple’s goal; it has always been about margins — selling a premium product at extremely high margins to those with the resources to not care about the upfront cost. Estimates from IDC place the sub-$200 smartphone at 40% of the shipments, while devices costing more than $700 made up 11% of the market, which is where Apple plays and why it still controls most of the profits generated by the industry. China and India make up 40% of new smartphone activations.
This huge difference in shipments is mainly due to the limited purchasing power of an average Chinese person, which is around ¥800-¥1,500 ($130-$240). By contrast, the iPhone comes with a price tag of around $800, the equivalent of two months of earnings of an urban Chinese person (in an area that has around 670 million people).
According to a report from Gartner, Apple’s market share by volume has been sliding and iOS‘ share of the mobile operating system space is expected to slip to third place by 2016 below Android and Windows Phone. The Gartner report is, however, very controversial as Windows Phone has not proven anything to this point, although Nokia’s (NOK) sales of its Lumia 610 and Asha line of proto-smartphones are keeping its brand alive while it searches for the killer phone. Even in its second-largest market, iPhone sales slipped for the April-June quarter due to inventory adjustments after the huge launch of the iPhone 4S.
Apart from these estimates, Apple also suffers on various fronts in China. The iPhone is backed by China Telecom and China Unicom, but the country’s and the world’s leading telco China Mobile (with about 655 million subscribers) has still not supported it. Apple and China Mobile are still working on the details of China Mobile’s implementation of CDMA, which requires Apple to build a specific phone for its network.
Responding to the competition and the difference between the iPhone and the local offerings, Apple recently slashed the price of the iPhone 3GS below $200. While an entry-level Apple phone is something that the market will absorb, part of Apple’s appeal is the status it confers and a 3GS simply not a strong enough status symbol to drive sales. Mix in that with Chinese preferences for buying from Chinese companies and this market becomes a whole lot harder for Apple to maintain not its sales per se — it can manipulate prices to maintain sales — but its extreme margins. The latest earnings call highlighted this as it sold a lot of lower-end iPads and iPhones in Asia, which pushed its results and future guidance under 40% net margins.
Companies like Lenovo, ZTE, and Huawei are gaining because they are Chinese and are providing good products at reasonable prices. Lenovo, in particular, is pushing its smartphone and PC strategy both up and down the value chain, similar to Samsung’s approach. It is working very well for Lenovo, whose revenues were up 40% in the second quarter when everyone else was complaining of softening business.
Apple’s problems are the standard problems for a company on top of the world; everyone will nibble away at it in various little ways. How it responds to this is key.
The recent lawsuit victory over Samsung and its pressing of the legal attack smacks of a company that is frightened. Why should it fear Samsung? And if it doesn’t, why did it go after Samsung and restrict consumer choice, a clear breach of its branding compact with its fans? Is it trying to push Samsung into Windows 8 Phone’s arms? All of these things point to further margin erosion for Apple and a slowing of its titanic growth without a new market to push into. As things stand now, staking a new position in Apple requires believing none of these issues matter.
It points to Apple becoming a value trap at some point in the future. Not every country, especially China, will grant Apple an injunction against knockoff competition; quite the opposite is true. Many investors are sitting on capital gains so large they can’t sell, and the dividend will pay them well enough to stay in even if the price goes nowhere. But new investors should be very careful in light of the market dynamics.
Microsoft adding staff, R&D in China mobile push [Associated Press, Sept 6, 2012]
BEIJING (AP) — Microsoft Corp. will hire more than 1,000 additional employees in China this year and boost research and development spending by 15 percent as it tries to catch up with Apple and Google in the fast-growing mobile Internet market, executives said Thursday.
The announcement adds to intensifying competition in wireless Internet in China, where nearly 400 million people surf the Web using mobile phones and other devices. Microsoft is promoting its Windows 8 mobile operating system but came late to the market and trails Apple Inc. and Google Inc., whose Android system is widely used in China.
“We respect that we have two players in the market which have a strong role, and we feel ready to attack and have different offers to basically change the game plan on that one,” said Microsoft’s CEO for China, Ralph Haupter, at a news conference.
The new employees will be in addition to Microsoft’s workforce of 4,500 in China and will be spread across research and development, marketing and customer service, Haupter said.
Research spending in China will rise by 15 percent over last year’s $500 million, according to another executive, Ya-Qin Zhang, Microsoft’s Asia-Pacific chairman for research and development. He said the current research staff of 3,000 would be expanded by about 15 percent.
Global technology companies and local rivals are spending heavily to gain a foothold in mobile Internet in the world’s most populous online market as Chinese users shift quickly to the new technology.
This week, Chinese search engine Baidu Inc. released its own new mobile browser to compete with Google and Apple and announced it will open a cloud computing center.
China had 538 million people online at the end of July, up 11 percent from a year earlier, according to the China Internet Network Information Center, an industry group. The share that uses wireless devices grew twice as fast, rising 22 percent to 388 million, or 70 percent of the total.
Android dominates the Chinese smartphone market, used on 76.7 percent of phones in the
secondfirst quarter of this year, according to Analysys International, a research firm. Apple’s iPhone dominates the higher end of the market.
Microsoft plans to recruit more local partners to develop mobile applications specifically for China, said Haupter. He said the company believes it has an advantage in doing that because developers can draw on their experience working on other Microsoft products.
Zhang said Microsoft’s six development centers in China that now spend about 80 percent of their time working on products for global markets will focus more on creating offerings tailored to Chinese customers.
Microsoft also plans to expand its cloud computing business in China, the executives said. Zhang said about 100,000 commercial customers now use its private cloud computing service and a service for use by the public is being developed.
Microsoft Names New Leaders in Key International Markets [Microsoft press release, April 13, 2012]
… Ralph Haupter, currently serving as area vice president (AVP) for Microsoft Germany, has been promoted to corporate vice president and named CEO for Microsoft GCR. Haupter is replacing Simon Leung who has decided to leave Microsoft for personal and family reasons. Gordon Frazer, currently serving as managing director (MD) for Microsoft U.K., has been named chief operating officer (COO) for Microsoft GCR. He is replacing Michel van der Bel, who will assume the role of MD for Microsoft U.K. Haupter and van der Bel will report to Jean-Philippe Courtois, president of Microsoft International, and Frazer will report to Haupter. …
Haupter is a seven-year veteran of Microsoft, having delivered excellent and sustainable results in growth and profitability and repeatedly proving his ability to build and grow high-performing, diverse organizations. He previously served as head of the partner division for Europe, Middle East and Africa and general manager (GM) of Microsoft’s Small and Midmarket Solutions & Partners Group for Western Europe, both based in Paris, and served as COO for Microsoft Germany before becoming the German AVP. Before that, he worked for IBM both in Germany and internationally.
Frazer is a 16-year veteran of Microsoft, having served as the GM for Microsoft South Africa for four years and most recently as the Microsoft U.K. MD for the past six years. He brings a tremendous amount of operational expertise to the Microsoft GCR team from his various roles across both developed and emerging markets. His leadership in managing the full breadth and depth of Microsoft’s business in the U.K. will serve as a strong asset in helping take Microsoft China’s operations to the next level of efficiency and growth.
Leading the New Era, Winning the Future—Microsoft Announces Development Strategy in China [Microsoft China press release, Sept 6, 2012]
Partnering for an Innovative, Competitive, and Talented China
New leadership team in Greater China
(third from left is the COO Gordon Frazer and the fourth is the CEO Ralph Haupter)
September 6, 2012, Beijing– Microsoft China today announced its new strategy and commitment to partnering with the country for an innovative, competitive and talented China by further enhancing and accelerating investments. In the new fiscal year, Microsoft will recruit more than 1,000 staff in China, 50% of which will be college graduates. Microsoft’s annual R&D investment will exceed $500 million, and the company will explore local markets in more provinces and deepen its engagement in industrial informatization.
Over two decades of growth, Microsoft China has continued to penetrate deeply into increasingly important local markets. Ralph Haupter, Corporate Vice President, Chairman & CEO Microsoft Greater China Region, said: “Since entering China 20 years ago, Microsoft has grown steadily in China and acquired a deeper understanding of the Chinese market. Our new strategy reflects our perception, emphasis and commitment to the China market. In this new era, China and the entire Greater China Region will become the source of global innovations. Through comprehensive devices and services combined with cloud computing, Microsoft is working closely with the Chinese government, partners, customers and the academic world, entering this new era by leveraging our advantages.”
Haupter stressed that this year is a big year for Microsoft, with the introduction of many new products and technologies, and also a year where Microsoft China is making a great effort to further develop the market. “Our new leadership team in Greater China has helped develop a new strategy for customers and partners, deepening cooperation with governments of all levels to strengthen innovation in China. The team will popularize new technologies and explore new markets,” Haupter said.
Through continuous investment of innovation resources and improving the scale of partnerships in China over the years, Microsoft Asia-Pacific R&D Group has become Microsoft’s largest R&D base outside of the United States, with the most complete functions and innovation chain covering basic research, technology incubation, product R&D and industry cooperation. Chinese R&D teams have made great contributions to Microsoft products launched this year, such as Windows Server2012, Windows 8, New Office, SQL Server 2012 and Surface. Ya-Qin Zhang, Corporate Vice President and Chairman of Microsoft Asia-Pacific R&D Group, said: “We are lucky to be in an era where globalization is deepening, the IT revolution is emerging and China is rising. Microsoft’s continuous exploration in natural human-machine interfaces, mobile Internet and cloud computing will help us win the future and contribute to China’s sustainable development.”
Samuel Shen, COO of Microsoft Asia-Pacific R&D Group, said Microsoft’s software outsourcing business was now worth more than $200 million per year. In the future, Microsoft will continue to work closely with local communities through programs such as the Internet of Things, Big Data, cloud computing, cloud-based smart cities and the Microsoft Accelerator for Cloud Computing, accelerating the vision of “Innovation in China, Innovation for the World”
According to Microsoft’s new strategy in China, Microsoft is committed to cooperating with the Chinese government and industry, aligning with China’s priorities and partnering for an Innovative, Competitive, and Talented China. Gordon Frazer, Vice President and COO of Microsoft Greater China Region, said that over the next five years, Microsoft China will expand its footprint in China, deepen cooperation with governments of all levels and partners, improve customer support and foster talents on a broad scale:
Expand Microsoft’s footprint in local markets: Over the next five years, Microsoft will expand its presence in over 20 cities across 15 provinces by expanding local teams, enhancing local management, working closely with local governments, making contributions to local informatization, building cloud-based smart cities, and providing cloud-based solutions for e-government, city management and citizen services.
Accelerate local partner ecosystems and expand service coverage: Microsoft will deepen customer services, deliver joint services and solutions with partners, and engage in further convergence of informatization and industry upgrading to improve the core competency of Chinese enterprises. By the end of this year, Microsoft will set up its second technical support center in China to enhance support for Chinese customers and partners, share best practices and knowledge of supporting global customers to help them accelerate the adoption of new technologies and share with them the experience of providing cloud services to customers in Asia. Microsoft will also drive partners’ development through many forms: system-grade innovation support for OEMs, software engineering assistance for software outsourcing companies and innovative design references for hardware manufacturers.
Foster talents in a large scale: Over the next five years, Microsoft will hire more talent in China to better serve and support its partners in China, foster talents for the Chinese software industry and improve the skills of Chinese youths.
China to Overtake United States in Smartphone Shipments in 2012, According to IDC [IDC press release, Aug 30, 2012]
Top Five Smartphone Markets and Market Share for 2011, 2012, and 2016 (based on shipments)
Country 2011 Market Share 2012 Market Share 2016 Market Share 2011 – 2016 CAGR PRC 18.3% 26.5% 23.0% 26.2% USA 21.3% 17.8% 14.5% 11.6% India 2.2% 2.5% 8.5% 57.5% Brazil 1.8% 2.3% 4.4% 44.0% United Kingdom 5.3% 4.5% 3.6% 11.5% Rest of World 51.1% 46.4% 46.0% 18.1% Total 100.0% 100.0% 100.0% 20.5%
Source: IDC Worldwide Mobile Phone Tracker, 2012 Q2 Forecast Release, August 30 2012
Strong end-user demand and an appetite for lower-priced smartphones will make China (PRC) the largest market for smartphones this year, overtaking the United States as the global leader in smartphone shipments. According to the International Data Corporation (IDC) Worldwide Quarterly Mobile Phone Tracker, China will account for 26.5% of all smartphone shipments in 2012, compared to 17.8% for the United States.
“Looking ahead, the PRC smartphone market will continue to be lifted by the sub-US$200 Android segment,” said Wong Teck-Zhung, senior market analyst, Client Devices, IDC Asia/Pacific. “Near-term prices in the low-end segment will come down to US$100 and below as competition for market share intensifies among smartphone vendors. Carrier-subsidized and customized handsets from domestic vendors will further support the migration to smartphones and boost shipments. Looking ahead to the later years in the forecast, the move to 4G networks will be another growth catalyst.”
“Regionally, we expect smartphone demand to flow down to lower-tier cities,” added James Yan, senior market analyst for Computing Systems Research at IDC China. “After going through a period of sustained high growth, top-tier cities are likely to see decelerating smartphone growth rates. In contrast, secondary cities are expected to experience accelerated smartphone growth, with strong demand for low-cost models as well as high-end models, which are desired as status symbols.”
“The fact that China will overtake the United States in smartphone shipments does not mean that the U.S. smartphone market is grinding to a halt,” said Ramon Llamas, senior research analyst with IDC’s Mobile Phone Technology and Trends program. “Now that smartphones represent the majority of mobile phone shipments, growth is expected to continue, but at a slower pace. There is still a market for first-time users as well as thriving upgrade opportunities.”
“In addition to China and the United States, several other countries will emerge as key markets for smartphone shipment volume over the next five years,” said Kevin Restivo, senior research analyst with IDC’s Worldwide Mobile Phone Tracker program. “High-growth countries such as Brazil and Russia will become some of the most hotly contested markets as vendors seek to capture new customers and market share.”
Top Five Markets for Smartphone Shipments
As it becomes the leading country for smartphone shipments this year, the PRC smartphone market will continue to grow, primarily on demand for lower-cost handsets. While this bodes well from a volume perspective, it also means lower average sales values (ASVs), thinner margins, and increased competition from all players. Over the course of the forecast, China’s share of the global smartphone market will decline somewhat as smartphone adoption accelerates in other emerging markets.
Smartphone shipments into the United States will increase as users upgrade their devices and feature-phone users switch over to smartphones. Furthermore, a combination of lower-priced models, expansion of 4G networks, and the proliferation of shared data plans will encourage continued smartphone adoption. Smartphones are already the device of choice at the major carriers, and regional and prepaid carriers are following suit and competing with alternative service plans.
With smartphone penetration in India currently among the lowest in Asia/Pacific, the market has tremendous untapped growth potential. Low-end smartphones offering dual-SIM capability and local apps and priced around US$100 will rapidly bring this market to life. Although 3G data plans are currently too expensive for the majority of consumers in India, IDC expects the popularization of 3G, and in later years 4G, to drive smartphone uptake as operators roll out more affordable data plans and generous subsidies while expanding offerings to tier 2 and tier 3 cities. The affordability of service plans will be another important key to smartphone adoption in India.
Smartphone growth in Brazil will be bolstered by strategic investments by mobile operators, smartphone vendors, and regulators. Operators’ focus on increasing ARPU will drive greater demand for smartphones while smartphone vendors will look to reap greater profitability from offering such devices. The Brazilian government, meanwhile, will offer tax exemptions for smartphones and protect local manufacturing against foreign vendors. These factors, combined with solid end-user demand, will drive smartphone volumes in the coming years.
The United Kingdom has been one of the fastest growing smartphone markets in Western Europe, driven by the high operator subsidies and long-term post-paid contracts. Over the forecast period, smartphone shipments will continue to increase due to the introduction of LTE and a new range of services that will appeal to heavy smartphone users. In addition, price erosion on HSPA devices will also attract feature phones users. Growth rates will slow in the later years of the forecast as penetration plateaus and operators seek out alternative subsidy models.
application development >>> web development >>> mobile development >>> ???
This was the well known route for the development of usable, now we would call consumable values delivered on top of computing, then ICT technologies over the last 50 years or so. Now we are at the point when a new naming is required since neither of the previous ones is satisfying the proper description of truely successful development practices. So a big question is left hanging in ther air at the moment.
“Cloud experience development” as my answer to the question of proper naming is coming quite easily and naturally as it stems from the very fact that I started this “trend tracking” blog more than 2 years ago under the umbrella of “Experiencing the Cloud” which was already well founded with the recognition of the fact that cloud computing is “fueled by 3.5G/3.9G, SoC & reflectivity” in its technological bases. The same way as microprocessors were fueling the personal computing revolution 25+…30+ years ago. What resulted then in the personal computing experience we are all familiar with.
The reason for introducing my own suggestion with this post now is based on recent observation of growing confusion that exist about this problem in the open. A simple search about the fashionable “apps are dead” declaration (with 10,800 hits currently) is showing perfectly the current controversy as there you can find equally good arguments for and against that declaration in abundance.
Browsing through that stuff I found that one opinion leader stands out of the crowd of many others. He is Charlie Kindel. In his last public appearance about “The Future of Mobile” [cek.log, Aug 28, 2012] he is concluding that “the industry is moving from an apps world to an experiences world” where the simplest definition of an experience is an all kind (eg. the whole Madonna ‘experience’) of “stuff over time” while in more detail he defines it by the following slide:
as well as in a kind of “more scientific way” by the following formula:
For this see his posts of Experience = Stuff / Time [cek.log, Apr 2, 2012] and Brand is a Critical Part of the End-to-End Experience [cek.log, Apr 1, 2012] as the “foundational”articles for his way thinking.
His “The Future of Mobile” [cek.log, Aug 28, 2012] article contains an embedded video record as well, alternatively you can watch his Aug 28 “The Future of Mobile” presentation [ustream, Aug 28, 2012]:
then you can read additional articles by him on the same subject (see his slides on SlideShare as well):
- A Mouse and Keyboard Don’t Make a Hardware Company[cek.log, July 25, 2012]
- Apps Must Be Cross Platform[cek.log, July 24, 2012]
- Windows Phone is Superior; Why Hasn’t it Taken Off?[cek.log, Dec 26, 2011]
- Google Will Abandon Android[cek.log, March 31, 2012]
- Fragmentation Is Not The End of Android[cek.log, Jan 14, 2012]
- Experience = Stuff / Time[cek.log, Apr 2, 2012]
- Brand is a Critical Part of the End-to-End Experience[cek.log, Apr 1, 2012]
- Wanna Compete with Apple? Focus on Experiences [cek.log, June 7, 2012]
In fact I found his “experience concept” so well thought out and formulated that I do not need to elaborate on the “cloud experience development” concept introduced here, except the fact that the “experiences” are limited to “cloud experiences” here. The same components are here, just limited to all kinds of cloud experiences. I need to warn you only that the services component of a “cloud experience” is not limited to a “cloud service”!
Then a cloud experience development “simply” becomes a cohesive whole of the development of each of the (same kind of) components (as Kindel’s) over time. This I am emphasizing here for the very simple reason that—unlike the previous application, web and mobile developments—it should be a continuous, ongoing effort in a significantly expanded sense! Otherwise it would end up nowhere like the once successful SurfCube effort on the Windows Phone 7 “sank” into oblivion with revenue of something like US$10+K for the whole lifetime (as acknowledged by its creator, András Velvárt recently).
Unique differentiators of Nokia Lumia 920/820 innovated for high-volume superphone markets of North America, Europe and elsewhere
Updates: Is Nokia A Value Buy At $2.65? [Seeking Alpha, Nov 13, 2012]
AT&T (T) announced it is offering Nokia’s (NOK) flagship phone, the Lumia 920, for $99 with a two year contract. In addition, AT&T is offering the Lumia 820 for $49.99. When compared to its competitors, Apple’s (AAPL) iPhone 5 costs $199 with the same two year contract and Samsung’s (SSNLF) Galaxy Note II for $299. Even when you compare the price of previous iPhone models to the Lumia 920 (all with a two year contract) the iPhone 4S costs $99.99 and the iPhone 4 $49.99 in some areas. That means that a Lumia 920 costs the same as an iPhone 4S and the Lumia 820 costs the same as the ancient iPhone 4. On top of this good news AT&T also announced that it will add a wireless charging pad for free for those who purchase a Lumia 920 early but be warned this is a limited time offer and AT&T most likely has a cap for the free charging pads.
The Lumia 920, with no contract commitment, costs $449.99, whereas the iPhone 5 and the Samsung Galaxy Note II costs $649.99. With no commitment for a two year plan there are no carrier subsidies, and the $200 price difference is very promising for Nokia. In just its second generation Windows phone is was able to match, if not beat, the competition in both software and hardware while making it for roughly $200 less.
I personally love the strategy Nokia is moving forward with. The company is temporarily cutting profit margins in its Lumias in order to establish a larger customer base. … Brand loyalty is always prevalent but in the U.S. it is in overdrive and customers need an obvious reason to switch operating systems. With a much lower price point many will be willing to give the Lumia 920 a shot and those on a tight budget that never even considered buying a newer smart phone and would opt out for older smart phones such as an iPhone 4 or older now have a new option with the Lumia 820 which costs less than $50. Assuming Nokia can gain a decent market share in the U.S., say around 4-5%, that will get its foot in the door and become relevant as an alternative to the other operating systems. …
And a summarized report on how Lumia 920 went on sale November 9 through AT&T:
Nokia’s Lumia 920 Sold Out Many Places Over The Weekend, But There Weren’t That Many To Begin With [Business Insider, Nov 13, 2012]
End of updates
Although the price of Lumia 920/820 will be announced later, with selected country availabilities, the effective retail prices of them should be in the current US$450-600 range of what I am considering as “high-volume superphones”. Detailed comparison of Lumia 920 with the leaders on that market is here (source: The Verge). Note that the lead market for that segment is North America and Europe, and this will remain so for the foreseeable future (unlike below of that, where China and the BRIC countries are leading the market).
What was announced by Nokia should therefore be evaluated in terms of unique Nokia differentiators introduced for the current state of that market. Otherwise Nokia will be misunderstood like here.
Note as well that Samsung GALAXY S III Reaches 20 Million Sales Milestone in Record Time [Samsung Mobile press release, Sept 6, 2012]: “…in just 100 days since its debut in May 2012. … a new record …”
Update as of Sept 11, 2012: Nokia Lumia 900 LTE (4G) list price went down to $499.99 and with a 2-year AT&T contract it only costs $9.99 and without it but AT&T locked $299.99. It received 437 reviews with an average score of 4.6 out of 5.0. This is the highest average customer score of all high-end smart phones sold by Amazon.
Update: Nokia Lumia 900 Buy now – Nokia – India [Sept 14, 2012]: list price Rs 32,999 i.e. US$ 608.
Update as of Sept 13, 2012: … according to the Marketing Director of Nokia China Huang Guoqiang’s personal micro-blog and displays, Nokia will launch China Mobile’s customized version of Lumia 920, supporting the TD-SCDMA standard. … Via: WinP.cn
Nokia Lumia 920 & 820 Announcement – Nokia and Microsoft Press Conference on September 5 in New York [nokia YouTube channel, Sept 7, 2012]
The major specs are as follow (the differentiators are highlighted in bold; Nokia ClearBlack with high brightness mode; Sunlight Readability Enhancements and color boosting are just in this type of lesser way because there are no explanations for them although they were not present in any of the previous Lumias):
|Nokia Lumia 920||Nokia Lumia 820|
|Display:||4.5 inch Nokia PureMotion HD+ WXGA 1280×768 IPS LCD; Super Sensitive Touchfor nail & glove use; Nokia ClearBlack with high brightness mode; Sunlight Readability Enhancements, luminance 600 nits; color boosting and Corning® Gorilla® Glass||4.3 inch ClearBlack AMOLED WVGA 800×480; Super Sensitive Touch for nail & glove use; Nokia ClearBlack with high brightness mode; Sunlight Readability Enhancements and color boosting|
|Battery:||2000mAh with integrated Qi wireless charging (built-in)||1650mAh with support for Qi wireless charging(via a Wireless Charging Shell)|
|Processor:||1.5GHz Dual Core Snapdragon S4||1.5GHz Dual Core Snapdragon S4|
|Main Camera:||8.7MP with Nokia PureView advanced optical imaging stabilization and Carl Zeiss optics; Full 1080p HD video capture at 30fps||8MP Auto Focus with Carl Zeiss optics; Dual LED flash; Full HD 1080p video capture at 30fps|
|Front camera:||1.2MP with 720p HD video||VGA|
|Memory:||1GB RAM||1GB RAM|
|Storage:||32GB mass memory with 7GB free SkyDrive storage||8GB mass memory with upto 32GB microSD memory card support and 7GB free SkyDrive storage|
|Upload speed:||HSUPA Cat 6 – 5.76 Mbit/s
LTE Cat 3 – 50 Mbit/s
|HSUPA Cat 6 – 5.76 Mbit/s
LTE Cat 3 – 50 Mbit/s
|Download speed:||EGPRS MSC 12 – 236.8 kbit/s
HSDPA Cat 24 – 42.2 Mbit/s
LTE Cat 3 – 100 Mbit/s
|EGPRS MSC 12 – 236.8 kbit/s
HSDPA Cat 24 – 42.2 Mbit/s
LTE Cat 3 – 100 Mbit/s
|Exclusive new apps:||Nokia City Lens
Nokia Smart Shoot
Angry Birds Roost (for 3 months) and more
|Nokia City Lens
Nokia Smart Shoot
Angry Birds Roost (for 3 months) and more
So let’s see the unique screen and camera technologies and other innovations behind the new, Windows Phone 8 based Lumia devices:
- An addition to the innovative Nokia ClearBlack display technology: Nokia Pure Motion HD+ [nokiaYouTube channel, Sept 5, 2012]
The great pixel run. A film about the best display. Nokia PureMotion, making pixels faster! Building on top of innovations in the ClearBlack technology, PureMotion introduces new innovation on outdoor viewing experience in mobile displays. In addition to the very low reflectance, which largely improves dark tone rendering in ambient light, PureMotion adds high luminance mode for backlight LED-driving and image contrast enhancement, on top of superb optical stack design. Together they improve the overall contrast and thus brightness and sunlight readability. In an extremely bright environment the Lumia 920 PureMotion display its backlight luminance reserve and becomes the smartphone WXGA (1280×768) display with highest peak luminance. For user high luminance mode is fully automatic, working based on the data coming from ambient light sensor. The adaptive image contrast enhancement compensates the loss of contrast caused by the unavoidable ambient light reflections inside the display-touch-window optical stack. It enhances the display readability by altering the user interface graphics color and contrast mathematically and optimizes it dynamically for any ambient light viewing condition. Nokia stated on the New York that the Lumia 920 screen is perfectly readable even in a desert. Equally important is that these sunlight readability enhancements are fully automatic for the user.
More information: PureMotion Technology White Paper [Nokia , Sept 4, 2012]
as well as The leading ClearBlack display technology from Nokia [this same ‘Experiencing the Cloud’ blog, Dec 18, 2011 – May 8, 2012]
- Another direction of Nokia PureView technology with the advanced Nokia Optical Image Stabilisation (OIS) using so called floating lens technology:
OIS on Nokia Lumia 920 [nokiaYouTube channel, Sept 5, 2012]This is the real comparitive shot since the below, more comprehensive marketing video giving a misleading perception that the bicycle shot was done by Lumia 920. “In an effort to demonstrate the benefits of optical image stabilization (which eliminates blurry images and improves pictures shot in low light conditions), we produced a video that simulates what we will be able to deliver with OIS. … we should have posted a disclaimer stating this was a representation of OIS only. This was not shot with a Lumia 920. At least, not yet. We apologize for the confusion we created.” Nokia told in a separate, “An apology is due” post. See: http://conversations.nokia.com/2012/09/06/an-apology-is-due/The latest innovation in PureView technology: http://nokia.ly/Q7qTtR changing the way we capture the world around us! The fundamental elements of PureView announced as part of the first phase were pixel oversampling, enabled through the use of a high performance sensor, high performance Carl Zeiss optics and Nokia proprietary image processing. As part of the original announcement Nokia outlined their intention to reuse the core elements, high performance optics, sensor and image processing in different combinations over time. With this second phase development of PureView, these fundamental enabling elements are used again, but in different forms. In place of the 808 PureView’s 41mp sensor lies the latest generation BSI (Backside illumination) sensor with a total of 8.7mp. The new optics are again developed in conjunction with Carl Zeiss; Nokia’s most challenging opto-mechanical design to date. The hardware has also been designed to accommodate further future developments in software image processing. Then comes Nokia’s new OIS system which, based on lab tests, can cater for around 50% more movements per second than conventional OIS systems – up to around 500 movements every second! An OIS works by detecting camera movement using a gyroscope – a highly accurate sensor used to detect the degree and direction of movement. But that’s pretty much where the similarity between Nokia’s OIS system and broadly comparable OIS systems ends. Rather than a single lens element being shifted to compensate for camera shake (as in most OIS systems), Nokia’s OIS system moves the entire optical assembly in perfect synchronisation with the camera movement, or to be more precise, unintended camera shake. The benefit of this approach is that the amount and form of camera movement that can be compensated for is much greater. In addition the position of the lens assembly is monitored in real time, even whilst it’s moving to its calculated position allowing it to be continuously updated regardless of how random the camera movement is. This process of checking operates at a rate of up to 5x more frequently than typical OIS systems, approximately 300 times faster than that of the average human reaction time to an expected event. Nokia calls this approach “floating lens” technology. Adding up all of the advantages of Nokia’s OIS system means camera shake in lower light can be compensated for to lower lighting levels than conventional OIS systems, ultimately resulting in low light photography as well.
The above videos are demonstrating PureView advanced optical imaging stabilization for HD video recording on the move (except the closing part of the second video). And the following one was the example of the low light, still image photography which without PureView would have been blurry (because of the need to keep the lens open for longer time, so camera shake comes into effect), or almost dark otherwise (when the exposure is the “usual” one, so there is insufficient light):
More information: PureView imaging technology white paper 2 [Nokia, Sept 4, 2012] as well as The 41 MP Nokia 808 PureView meeting the vanishing world challenge [this same ‘Experiencing the Cloud’ blog, April 4, 2012] and the PureView related content of the MWC 2012 day 1 news [Feb 27, 2012]: Samsung and Nokia [this same ‘Experiencing the Cloud’ blog, Feb 28 – March 8, 2012]
Note as well that such “professional level” camera functionality is available to everyday users and does not require any specific skills, as the Nokia presenter emphasized at the press conference with this photo just taken by himself in a cloudy environment of Helsinki a couple days ago when he visited an American football match with his two sons with no special cameras just his Lumia 920:More demos of Nokia Lumia 920 Camera image stabilization and low light [LAPTOP Magazine, Sept 5, 2012]:
- Exclusive new apps:
– Nokia City Lens: see your surroundings differently—Augmented Reality using the phone’s camera viewfinder
Looking for a restaurant? Fancy a quick drink? With Nokia City Lens, just holding your phone up reveals the area’s shops, restaurants and businesses. You can then read reviews. Book a table. And find your quickest route.More information:
Nokia City Lens comes out of beta[Conversations by Nokia official blog, Sept 10, 2012]Nokia City Lens http://nokia.ly/QeAOiK instantly connects you to all of the places you’re looking for—and even more importantly—gets you there exactly when and how you want to. Now available on Windows Phone Marketplace. Just landed in town and looking for a good restaurant? Interested in checking out the local museum or theater? Time to hit the nearest transit station to catch a ride uptown? No longer is finding your chosen destination a hassle—whether you’re in a new city or your hometown. Now you can simply launch Nokia City Lens on your phone to easily find all the places you want to go. Nokia City Lens instantly reveals what you’re looking for on your phone’s camera display, no matter if it’s down the street or just around the corner. You simply tap your chosen destination on your screen to conveniently access walking directions, make a reservation, or learn more detailed information about the locale.
Plus the “Nokia City Lens” (Beta) related parts within Less focus on feature phones while extending the smartphones effort: further readjustments at Nokia [this same ‘Experiencing the Cloud’ blog, June 25 – Aug 9, 2012] as well as The Where Platform from Nokia: a company move to taking data as a raw material to build products [this same ‘Experiencing the Cloud’ blog, April 7, 2012] in entirety. Note that with the Where platform Nokia partners will introduce other location based services in the coming weeks (GroupOn was mentioned as an example by Elop). So the augmented reality service of City Lens is just one example (even from Nokia). Note as well that—according to Elop— Nokia City Lens (and the Where platform) will come to Lumia 900 (and others likely) which is not upgradable to Windows Phone 8.
– Nokia Smart Shoot: it’s always better when everyone is smiling—Smart Shoot will take multiple photos with a single click so that you can edit effortlessly to make the perfect shot
With Smart Shoot, just one click of the camera takes a whole series of photos. Then merge them into one, so everyone in the group looks their best. Eyes open, big smiles, perfect shot.
Also a Nokia specific WP8 “lens” (filter) for aiding the picture editing, like used in the removal of unwanted moving figures application demonstrated at the press conference:
– Cinemagraph (based on another Nokia specific WP8 “lens”): a still photograph augmented with minor and repeated movements for additional meaning and fun (see Wikipedia), like making the flag waving and the girl bending to give a kiss on the photo demonstrated as well:
about which the LAPTOP Magazine shot the following explanatory video there:
– Angry Birds Roost, exclusive to Nokia Lumia for 3 months
Launching on the Nokia Lumia 920 and Nokia Lumia 820, the new and exclusive Angry Birds Roost experience for Nokia Lumia will enable fans to dive into the wonderful world of Angry Birds, with access to hundreds of walk-through videos, news, ringtones and more, brought together in one unique and original hub experience. A first for Rovio and the Windows Phone platform, the Angry Birds Roost will offer fans an exclusive ‘Bird Cam’ feature. Users can take a picture on their Nokia Lumia, add their favorite Angry Birds characters to the picture, and then share it on Facebook, Twitter, MMS or via email. Additionally, Angry Birds Roost will have tons of wallpapers and wide Live Tiles on the Lumia start screen.
– and more: Exclusive apps coming to Nokia Lumia [Conversations by Nokia official blog, Sept 10, 2012] – Red Bull app for Nokia Lumia, enhanced Vimeo app experience, new Bloomberg app for Nokia Lumia, enhanced Bloomberg Hub experience for the Nokia Lumia 920 and Nokia Lumia 820, StyleSaint app experience for forward thinking fashion fans, new Groupon app, new YouSendIt app for the Nokia Lumia 920 and Nokia Lumia 820, enhanced MICHELIN app, and WhatsApp Messenger (a cross-platform mobile messaging app)
- 4. Super Sensitive Touch for nail & glove use built on ClearPad Series 3 mobile touch solution for premium high-end smartphones from Synaptics [Synaptics press release, Sept 5, 2012]:
Synaptics Inc. (NASDAQ: SYNA), a leading developer of human interface solutions, today announced that the new Nokia Lumia 920 and Nokia Lumia 820 will be the first smartphones in the world to use a new advanced multi-touch experience based on the Synaptics ClearPad capacitive touchscreen sensing technology. Synaptics ClearPad Series 3, the premier mobile touch solution for premium high end smartphones, has raised the bar for high performance touch on the Lumia 920 and Lumia 820 with the introduction of support for gloves and fingernails. Previously, people were unable to use their smartphone touchscreens with gloved fingers or long fingernails, requiring them to remove their gloves, or awkwardly position their fingers with long nails in order to operate their phones. For the first time ever, ClearPad Series 3 technology instantly optimizes the touch experience by automatically detecting the presence of skin, gloved fingers, or fingernails, giving users a seamless multi-touch experience regardless of input methods. [See more in the press release.] MiniPC Pro recorded this presentation on the press event:
Nokia Super Sensitive Touch Demonstration on the Lumia 920 [minipcproYouTube channel, Sept 5, 2012]
Nokia Lumia 920 Sensitive Touch – http://www.mobilegeeks.com – We are taking a look at the Nokia Super Sensitive Touch feature of the Lumia 920 which lets you operate your smartphone while wearing gloves.
- 5. Qi wireless charging:
– built into Nokia Lumia 920
– added to Nokia Lumia 820 via a Wireless Charging Shell:
With a Wireless Charging Shell, you can charge your Nokia Lumia 820 using any of our Wireless Chargers. Just rest it on a charging plate or Fatboy Pillow to boost the battery. Magic.Pick a colour. Snap it on. And you’re good to go.
and then supported by a number of accessories:
Nokia Wireless Charging Plate
Place your phone on a Charging Plate and watch its battery go up. There’s no need to align it carefully – the charger will work as soon as it senses your Lumia on top.
Nokia Wireless Charging Pillow by Fatboy When you go to bed, your phone can too. Just rest it on its Fatboy pillow to start charging. They even come in bright colours to match your Lumia.
Nokia Wireless Charging Stand
Want to keep using your Nokia Lumia while it charges? Place it on our Wireless Charging Stand so the screen’s easy to see. You can even pre-set the stand to open apps (via NFC) on your phone – like an alarm, Skype or SkyDrive.
JBL PowerUp Wireless Charging Speaker for Nokia
It has NFC built-in, so one tap is all it takes to connect your phone. Then while you enjoy the music with high-quality sound, just rest your phone on top of the speaker to charge its battery. Simple.
You can click on one of accessory “tiles” towards the end in order to watch a video related to that. There are two additional accessories not shown in the table before the video above:
Nokia Luna Bluetooth Headset with Wireless Charging
Comes with Nokia’s Always Ready technology which lets you connect the headset to the phone without any fuss. Just take it out of its cradle and it will take care of the rest: powering up, connecting and call answering. It also comes with wireless charging. Place your headset on a wireless charger and it charges up. Simple and easy, with no need for wires.
JBL PlayUp Portable Speaker for Nokia
Get the music you love wherever you go – and now without the wires. Our new range of portable JBL speakers and Monster headsets don’t just have clear audio and deep bass – they’re also NFC enabled with Bluetooth connectivity. Just tap your phone against them and your phone connects. Then stream your music seamlessly.