The global recession has impacted the volume of mobile handsets in recent years.  This trend has not been seen in equal measure across all segments. While demand on the mid-tier fell away, sales of new smart phones has grown, due largely to consumer demand and mobile operators' focus on increasing smart phone penetration.

Some of the key questions addressed in this report are:

• How much has the global recession affected the outlook for handset sales volume?
• Are handset manufacturers making dramatic changes in offerings?
• What is the anticipated effect of Google on the handset marketplace?
• What changes to the above have on margins?

This research also evaluates the mobile wallet as potentially the killer application for handsets, analyzes the current state of mobile application stores, evaluates the impact of LTE on handset usage, and forecasting volume and revenues.

Audience:

• Wireless device vendors
• Cellular service providers
• Mobile infrastructure suppliers
• Mobile application developers and stores

TABLE OF CONTENTS

1.0       INTRODUCTION          4

2.0       SELECT VENDOR UPDATES     5

2.1       NOKIA  5

2.2       LG        6

2.3       SAMSUNG       6

3.0       GLOBAL SHIPMENTS AND MARKET SHARE UPDATE  8

3.1       GLOBAL HANDSET SHIPMENTS          8

3.2       GLOBAL HANDSET VENDOR MARKET SHARES           8

4.0       MOBILE APPLICATION STORE ANALYSIS        9

4.1       COMPARATIVE SWOT ANALYSIS: APPLE/RIM/NOKIA/GOOGLE/PALM-HP    9

4.2       MARKET ASSESSMENT            11

5.0       THE GOOGLE EFFECT  14

5.1       OVERVIEW      14

5.2       MOTOROLA MOBILITY           15

6.0       HANDSETS ARE A BIG DRIVER FOR SEMICONDUCTOR SALES           17

6.1       SEMICONDUCTOR UPDATE    17

6.2       HANDSETS DRIVING GROWTH           17

7.0       IN SEARCH OF THE "KILLER APP": MOBILE WALLETS            19

7.1       ISIS WALLET    19

7.2       GOOGLE WALLET        19

7.3       PAYPAL VS. GOOGLE WALLET            21

7.4       VISA WALLET   22

7.5       SERVE BY AMERICAN EXPRESS E-WALLET AND ITS SWOT ANALYSIS            26

7.6       GOOGLE WALLET VS. ISIS WALLET     27

7.7       WALLET SYSTEM COMPARATIVE ANALYSIS   29

8.0       THE IMPACT OF 4G: THE LTE EFFECT30

8.1       OVERVIEW      30

8.2       VOIP MOBILE  30

8.3       MOBILE TV      31

8.4       VIDEO CALLING           31

8.5       INTELLIGENT BILLING SYSTEM           32

8.6       LOCATION COMMERCE         32

8.6.1    LBS APPLICATIONS      34

8.6.2    LOCATION MOBILE COMMERCE       34

8.6.3    LBS COMMERCE BENEFITS     35

8.6.4    USER'S PURCHASES AND LBS  35

9.0       HANDSET FORECASTING         38

9.1       MARKET POTENTIAL FOR MOBILE PHONE DEVICES IN EUROPE      38

9.2       THE MARKET FOR MOBILE PHONE DEVICES IN EUROPE: 2011 - 2016         39

9.3       MARKET POTENTIAL FOR MOBILE PHONE DEVICES IN LATIN AMERICA      39

9.4       MARKET FOR MOBILE PHONE DEVICES IN LATIN AMERICA: 2011 - 2016        40

9.5       MARKET POTENTIAL FOR MOBILE PHONE DEVICES IN ASIA41

9.6       THE MARKET FOR MOBILE PHONE DEVICES IN ASIA: 2011 - 2016   42

9.7       WORLD POTENTIAL REVENUE FOR SMART PHONES 2012-2017      42

9.8       WORLD MARKET NEXT-GENERATION MOBILE SOFTWARE: 2012 - 2017         43

10.0     ASSESSING HANDSET MANUFACTURER PLANS          44

10.1     HANDSET TYPES          44

10.2     HANDSET VENDOR MARGIN ASSESSMENT    45