RECENT NEWS
The Economic Times  5 hrs ago  Comment 
Before the festive season, the company is set to lauch 10 new smartphones for its offline channel and five new smartphones for the online channel
Cellular News  Jun 13  Comment 
Nearly two-thirds (63%) of smartphone users worldwide use their device every 30 minutes or more, and over a fifth (22%) tap into their phones every 5 minutes, according to the Interactive Advertising Bureau (IAB)'s "Always ...
The Economic Times  Jun 13  Comment 
Users can securely link their visa debit, credit or prepaid account to the mVisa application on their smartphones and make their travel bookings by simply scanning their mVisa QR code.
The Hindu Business Line  Jun 13  Comment 
Finnish firm unveils three smartphones; price starts at ₹9,499
New York Times  Jun 12  Comment 
Google’s handy search tool for finding specific photos on the web works on smartphones and tablets, too.
guardian.co.uk  Jun 12  Comment 
AR uses a phone’s camera and other sensor to enhance what appears on screen, and may have a billion users by 2021 Smartphone makers have been getting anxious in the past couple of years. People have been hanging on to their phones for longer,...
TechCrunch  Jun 12  Comment 
 Oh dear. “From “essential” to inconsequential in one partnership”, as one of my colleagues put it when told the news that Andy Rubin’s much hyped Essential smartphone is only going to be ranged by fourth largest US network, Sprint....
Cellular News  Jun 12  Comment 
ZTE USA, the fourth largest smartphone supplier in the U.S. and second largest in the no-contract market*, today announced three devices for Sprint: The award-winning ZTE MAX XL smartphone featuring a big battery, big display...
Wall Street Journal  Jun 10  Comment 
The U.S. had a clear advantage with the first wave of smartphone apps and software, but newer services like mobile payments, online shopping or messaging-service platforms appear to be evolving more quickly in Asia.




 
TOP CONTRIBUTORS
Error creating thumbnail
AAPL, PALM, and RIMM smart phones
Smart Phones are advanced phones with computer-like functionality such as the ability to browse the internet. While 80% of US adults have a cell phone, only about 4% of those phones are smart phones, although the number of smart phones has grown rapidly since 2005.[1]

Smart phone adoption in the U.S. has lagged that of other developed areas, such as Japan or Europe, where consumer demand for cutting edge technology and better telecommunications infrastructure have spurred adoption.[2] However, as corporate America has seen the advantage of supplying workers with 24/7 office email, and consumers have gravitated towards the rich media offered by Apple (AAPL) iPhones, the North American smart phone market is picking up. Analysts predict growth in the double-digits for unit sales in 2008.[3]

I wrote in the past that I think they will launch Iphone Nano later.They have suprirsed me with Ipad I still think they will launch an iphone nano in the next 24 months with a lower price point and profits per unit but still with a very nice margin

Domestic Hardware Market Share

IDC Market Survey Data, Smartphone 2008
IDC Market Survey Data, Smartphone 2008[4]
Change Wave IT survey
Change Wave IT survey[5]

There are two critical markets when it comes to considering Market Share for Smart phone devices. These include the "general" smart phone population, which includes home-use, and the Corporate market, which has long favored Research in Motion (RIMM) due to BlackBerry enterprise service for corporate email.[6]

U.S. Smartphone Market Share[7] % Share
data from IDC, 2008
RIM44.5
AAPL19.2
PALM13.4
Samsung8.6
Motorola2.6
HTC4.1
Other7.6

According to the data service IDC, which tabulates sales by units, the domestic Smart phone market is 44.5% in BlackBerry hands, with competition from the IPhone. Motorola, and HTC are all second-tier players in this field. Palm has share at 13.4%, largely due to many Centro sales during FY 2008.[8]

Corporate IT spending[9] % Share (ChangeWave)
BlackBerry76
Palm18
Other6

In the corporate arena, due to access requirements and security demands, as well as a general corporate aversion to Apple (AAPL) due to closed standards, BlackBerry and Palm are the primary competitors. Even as such, BlackBerry leads Palm 76% to 18%, according to ChangeWave, which conducted a survey among corporate IT groups. The number tabulates % of adoption among 2,000 different enterprises.[10] The release of the 3G iPhone, which is more corporate email friendly, will likely have an impact on these shares going into H2CY2008.[11]

International Hardware Market Share

Nokia has the largest share in the international smart phone market.
Nokia has the largest share in the international smart phone market.[12]
Market Share Q4 2007 Units[13]
Nokia18,802,480
RIM4,046,860
Apple2,320,840
Motorola2,301,260
Others8,050,920

According to estimates by Canalys, Nokia had slightly more than 50% world market share for smart phone units sold in Q4 of 2007 and almost 19MM units sold.[14] In second place was competitor Research in Motion (RIMM), with 4MM units.[15] No other single competitor commanded more than 10% share in that quarter. This documents why the Symbian O.S. does so well internationally.

Trends/Forces

The many forces at play in this market are magnified due to the fact that the dust has not yet settled; the market is young and growing at double-digit rates, and therefore market leadership and associated consumer preferences have not yet been cemented.[16]

The carrier/hardware provider relationship will determine future winners

Telecoms such as AT&T (T), Sprint Nextel (S), and Verizon Communications (VZ) set the conditions in which the Hardware vendors (such as BlackBerry, Samsung, and now AAPL) have their handsets sold. The telecoms have traditionally subsidized handsets that they supported, pushing down the price and creating demand from the consumers. In exchange, the consumer signs a service contract for a year or two. As a result of this, customers have come to expect cheaper phones than what the handset companies actually received in revenues. For example, in the iPhone 3G launch, priced at $199/$299 with contract, 1MM phones were sold over the first weekend, compared with 74 days for the 1G iPhone priced at $499/$599.[17] This suggests that consumers were truly price sensitive to the more expensive machines, but are eager to jump on at lower price levels.

Each one of these contracts is worth a lot to the Hardware Vendors. When Palm announced that it had landed a contract for the Centro on Verizon Communications (VZ) network (June 12, 2008), the company's stock jumped 13%.[18] As such, the cooperation and partnership is important to earn both unit sales for the hardware vendors, as well as subscription plans for the carriers.

I could read a book about this without finding such real-world aprpoahces!

Hi Anna! It was so nice hearing your voice with the Skirted Girls! I enjoy your blog. It has such iaoiirntpsn. Good luck to you in your new ventures with the store. I am sure you will do great! Have a great weekend!

Wikinvest © 2006, 2007, 2008, 2009, 2010, 2011, 2012. Use of this site is subject to express Terms of Service, Privacy Policy, and Disclaimer. By continuing past this page, you agree to abide by these terms. Any information provided by Wikinvest, including but not limited to company data, competitors, business analysis, market share, sales revenues and other operating metrics, earnings call analysis, conference call transcripts, industry information, or price targets should not be construed as research, trading tips or recommendations, or investment advice and is provided with no warrants as to its accuracy. Stock market data, including US and International equity symbols, stock quotes, share prices, earnings ratios, and other fundamental data is provided by data partners. Stock market quotes delayed at least 15 minutes for NASDAQ, 20 mins for NYSE and AMEX. Market data by Xignite. See data providers for more details. Company names, products, services and branding cited herein may be trademarks or registered trademarks of their respective owners. The use of trademarks or service marks of another is not a representation that the other is affiliated with, sponsors, is sponsored by, endorses, or is endorsed by Wikinvest.
Powered by MediaWiki