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Insurance Journal  Mar 20  Comment 
New York City’s storied yellow cabs are taking a back seat to black cars. Uber cars, often black sedans that can be summoned with smartphone apps, now outnumber the yellow taxis that city riders have hailed with a whistle and … The article...
Benzinga  Mar 20  Comment 
Investors reacted positively to the news that Nintendo Co., Ltd (ADR) (OTC: NTDOY) will develop its own smartphone games. This announcement also means that big changes are coming to the company behind "Super Mario Bros.," "The Legend of...
The Economic Times  Mar 20  Comment 
OH Kim added that while the OS has so far been rolled out in handsets and cameras, it will power all of Samsung’s Smart TVs as well this year.
Forbes  Mar 19  Comment 
Why is nobody taking a risk in smartphone design? From some of the wild designs at the dawn of the smartphone age, manufacturers have been slowly evolving into a similar size and style of physical design. The corner shapes are slightly different,...
Forbes  Mar 19  Comment 
Every entrepreneur with a new technology tells me that his innovation will be industry-disrupting, meaning that it will render the existing technology obsolete, and create a new market. Yet truly disruptive innovations, like the smartphone from...
Forbes  Mar 19  Comment 
According to an interesting article, Amazon.com stumbled on the Fire Phone because Bezos wanted to be "cool" like Jobs. Staying true to your strengths may be more important than trying to be "cool".
Yahoo  Mar 19  Comment 
New York City's storied yellow cabs are taking a back seat to black cars. Uber cars, often black sedans that can be summoned with smartphone apps, now outnumber the yellow taxis that city riders have hailed ...
New York Times  Mar 18  Comment 
Experts say it’s not enough for a smartphone or other gadget to have all the software bells and whistles, it must also look and feel good.
Clusterstock  Mar 18  Comment 
FRANKFURT (Reuters) - A German regional court on Wedesday imposed a nationwide ban on local transport services using Uber and uberPOP smartphone apps. The Frankfurt regional court said each violation of the Uber order was subject to a 250,000...




 
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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!

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