New handset movie: The Replacements; Emerging markets upgrade phones.(News)

RCR Wireless News, November, 2006

Byline: PHIL CARSON As a consensus of forecasts converge on the magical billion mark for handset shipments this year-although with some dissenters-attention has focused on several dynamics at play. The upshot? Watch the market for replacement handsets in emerging markets, the mobile handset industry's new driver.

Most forecasters agree that the handset industry's rate of growth is cooling. Developed markets are projected to chill out the most, while emerging markets remain strong-particularly in handset replacement sales. This affects aspects of the market in China, India, Brazil and parts of Latin America, Russia and parts of Eastern Europe, the Middle East and Africa. According to a new report by Sandeep Malhotra and a team at Merrill...

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