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From: Eric L5/3/2012 10:02:32 AM
2 Recommendations   of 1640
 
Apple's iPhone: The Dominant Smartphone in the US (again) in Q1 2012 ...

>> Report: 2/3 of top U.S. carrier sales in Q1 were iPhones

Erica Ogg
GigaOM | The Apple Blog
May. 3, 2012

gigaom.com

A new report from analysts at Wireless Intelligence shows that Apple’s iPhone is continuing to gain market share in U.S. smartphones sales.

The report, issued Thursday, looks at sales information reported by the largest U.S. carriers and determined that during the first three months of 2012, Verizon, AT&T and Sprint collectively sold 9 million iPhones. Altogether, those same three carriers sold 13.5 million smartphones, which means that for every three smartphones they sold, two of them were iPhones.

These figures don’t match up with a recent survey done by NPD that shows Android smartphones account for about 61 percent of all smartphones in the U.S while iPhones account for 29 percent.

But they do match up with what carriers reported earlier this quarter. AT&T is riding the iPhone wave specifically when it comes to smartphones sales — 4.3 million of the 5.5 million smartphones it sold during the first quarter of the year were made by Apple. Verizon reported somewhat lower numbers: 3.2 million iPhones, but that was about half of all of its smartphone sales for the quarter. Sprint, the newest iPhone carrier in the U.S. sold 1.5 million iPhones, which was about 76 percent of all smartphones during the quarter, according to Wireless Intelligence.




For all three of these operators, their number of iPhone sales are lower in the first three months of 2012 than they were in the last three months of 2011. The fourth quarter of 2011 was notable though because it included both the launch of the iPhone 4S as well as the holiday shopping period.

So while overall numbers of iPhones weren’t as high for the first quarter as they were for the last, these numbers show that the iPhone is still the most important device that these carriers are selling when it comes to retaining and recruiting customers. ###

Note: Wireless Intelligence is a Joint Venture of GSMA and Ovum

- Eric -

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From: Eric L5/3/2012 11:53:57 AM
   of 1640
 
Consensus Handset and Smartphone Sell-In/Share Estimates for Q1 2012 ...

I. Global Handset Vendor Unit Sell-In and Market Share Estimates for Q1 2012 with Consensus Estimate

========================================================================================================
Strat Analytics | IDC | ABI Research | iSuppli || Consensus
=============== |=================|=================|=========||================
Global Q1'12 Q1'12 | Q1'12 Q1'12 | Q1'12 Q1'12 | Q1'12 || Q1'12 Q1'12
Handset Sell-In Units Share | Units Share | Units Share | Units || Units Share
=============== ===== ===== | ===== ===== | ===== ===== | ======= || ===== =====
Samsung 93.5m 25.4% | 93.8m 23.5% | 83.4m 23.5% | 92.0m || 90.7m 24.3%
Nokia 82.7m 22.5% | 82.7m 20.8% | 82.7m 23.4% | 82.7m || 82.7m 22.2%
Apple 35.1m 9.5% | 35.1m 8.8% | 35.1m 9.8% | 35.1m || 35.1m 9.4%
ZTE - - | 19.1m 4.8% | - - | - || 19.1m 5.1%
LG - - | 13.7m 3.4% | - - | 13.7m || 13.7m 3.7%
RIM - - | - - | 11.1m 3.1% | 11.1m || 11.1m 3.0%
HTC - - | - - | 7.9m 2.2% | - || 7.9m 2.1m
Others 156.7m 42.6% | 154.0m 38.7% | 108.4m 30.7% | - || 121.4m 32.5%
------ ------ | ------ ------ | ------ ------ | - || ------ ------
Total 368.0m 100.0% | 398.4m¹ 100.0% | 353.5m 100.0% | - || 373.3m 100.0%
---------------------------------------------------------------------------------------------------------
YoY Growth % +3.3% | -1.5% | -3.8% | - || - -
=========================================================================================================
¹ Note: For IDC Vendor shipments are branded shipments and exclude OEM sales for all vendors.
Unbranded phones, also referred to as "white phones" previously not counted by IDC are included under
'Others' in 1Q12 and total mobile phone shipments.

II. Global Smartphone Vendor Unit Sell-In and Market Share Estimates for Q1 2012 with Consensus Estimate

=====================================================================================================
Strat Analytics | IDC | Juniper | iSuppli || Consensus
=============== |=================|=================|=========||================
Global Q1'12 Q1'12 | Q1'12 Q1'12 | Q1'12 Q1'12 | Q1'12 || Q1'12 Q1'12
Smartphone Sell-In Units Share | Units Share | Units Share | Units || Units Share
================== ===== ===== | ===== ===== | ===== ===== | ======= || ===== =====
Samsung 44.5m 30.6% | 42.2m 29.1% | 46.9m 33.7% | 32.0m || 41.4m 29.0%
Apple 35.1m 9.5% | 35.1m 24.2% | 35.1m 25.3% | 35.1m || 35.1m 24.6%
Nokia 11.9m 8.2% | 11.9m 8.2% | 11.9m 8.6% | 11.9m || 11.9m 8.3%
RIM - - | 9.7m 6.7% | - - | 11.1m || 10.4m 6.8%
HTC - - | 6.9m 4.8% | - - | - || 6.9m 4.8%
--------------------------------------------------------------------------------------------------------
Others 53.8m 37.1% | 39.1m 27.0% | 45.1m 32.4% | || 37.1m 26.0%
------ ------ | ------ ------ | ------ ------ | || ------ ------
Total 145.3m 100.0% | 144.9m 100.0% | 139.0m 100.0% | NA || 142.8¹ 100.0%
--------------------------------------------------------------------------------------------------------
YoY Growth % +41.1% | +42.5% | +38.0% |
========================================================================================================
¹ Consensus smartphone total factors in ABI Research's 142m estimate of global smartphone sell-in


III. Sources: Research Agency's Q1 2012 Handset & Smartphone Press Releases

• Strategy Analytics tinyurl.com & tinyurl.com

• IDC tinyurl.com

• ABI Research tinyurl.com

• iSuppli tinyurl.com

• Jupiter tinyurl.com

###

- Eric -

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From: Eric L5/3/2012 12:06:33 PM
   of 1640
 
ABI Research on HTC's Q1

Note that while HTC no longer reports unit sales ABI Research estimated their Q1 sell-in at 7.9m units and IDC estimated their Q1 smartphone sell-in at 6.9 million units.

>> HTC Q1 2012 Results

Joshua Flood
ABI Research
26 April 2012

abiresearch.com

htc.com
HTC's total revenues for Q1 2012 were $2.3 billion (67.8 billion New Taiwan Dollars), dropping by 33.2% from the previous quarter, and declining 34.9% from Q1 2011. The Taiwanese company's gross margin was 25.03% and operating margin 7.53%; again, both financial ratios declined from the previous quarters by 2.09% and 5.18%, respectively. Additionally, HTC's market share in the US has suffered greatly at the hands of Apple's iPhone 4S and HTC's CEO, Peter Chou, believes it will be impossible for HTC to dominate the US market in the near-term future.

HTC have stated several reasons for its revenue declines. First, the company is transitioning between different product cycles. Second, it has changed its strategy focus from Q1 2011 due to the rapidly changing competitive environment and this has also affected it operations and thus revenues. Chou also mentioned a number of errors in HTC's strategic leadership, however, he declined to clarify during the Q1 2012 financial quarter call, where and who were making these mistakes. A major concern for HTC is its profit margins, although revenues fell by 35% from last year's previous quarter, the company's net income after tax dropped by 70%. HTC is projecting to generate $3.5 billion (105 billion New Taiwan Dollars) in the next quarter and its gross margin and operating margin should be approximately 27% and 11%, respectively.

HTC released its new One series in February at Mobile World Congress, and so far, the new smartphone has received a number of positive reviews. The new model follows on from the HTC Sensation services. The HTC One X has a 4.7 inch touch screen display and contains quite a lot of impressive kit, including a 1.5 GHz quad processor. ABI Research recently included it in a recent report on hybrid smartphones/tablets and super smartphones. The HTC One series will be released in China this week and the firm also released the HTC J in Japan via the Japanese network carrier, KDDI.

Interestingly, HTC declared, during its financial Q1 2012 call, that it would still place equal focus and effort on Google's Android and Microsoft's Windows Phone operating system. Peter Chou believes HTC has had a long and special relationship with Microsoft and the new Windows Phone 8 is going to present a very good opportunity for HTC. This may sound very strange considering the increasing popularity of Google's mobile operating systems globally; however, I suppose these are the types of statements CEOs need to make to keep both firms happy.

Examining HTC's revenues by region, the Americas, EMEA, and Asia each accounted for a third of the company's revenues. HTC doesn't expect to gain much traction back in the North America market which is heavily dominated by Apple's iPhone. EMEA holds a little bit of growth potential but not too much. HTC expects to see the majority of its growth generated from Asia, or more specifically China. One of the major beliefs within HTC is that its brand is well understood in China. Also, Chinese consumers appreciate the designs and craftsmanship of HTC phones. Nevertheless, Mr. Chou was quick to emphasize all HTC's regional markets were of equal importance.

My conclusion for HTC is that 2012 will be tough and challenging year. As HTC have seen in the past year, the smartphone competitive environment is very dynamic and tough. HTC's budget for marketing and sales has been abnormally high compared to its revenues; however, I believe this will be the norm for HTC in the future. Additionally, HTC is placing enormous faith in the China smartphone market. I believe a major obstacle could be its pricing. HTC's lowest price smartphone in China is $1,999 RB ($317). Apple has now released the iPhone 4 for $99. ###

- Eric -

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To: Eric L who wrote (1355)5/3/2012 12:11:57 PM
From: pyslent
   of 1640
 
I'll have to redo my calculations, but their smartphone sales number for Sprint seems low. I had calculated 4 million smartphone sales at Sprint, of which Apple's 1.5 million in sales would not represent a majority. Off the top of my head, I believe Sprint stated postpaid gross adds were 1.8 million, plus upgrades were at 7%, and they did give the smartphone mix of total handset sales (86% sounds right).

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From: Eric L5/3/2012 12:25:52 PM
   of 1640
 
Juniper Research on Apple & Samsung in Q1 ...

According to Juniper Research:

• Samsung shipped 11.8 million more units in Q1 than Apple but revenue from Apple's mobile devices remains significantly higher than Samsung's.

• Apple’s revenues from its ‘mobile division’ continues to remain significantly higher than Samsung’s, even when you take into account the latter’s featurephones”. Apple’s iPhone revenue was $22.7 billion in Q1 ($29.3 billion including the iPad), compared with Samsung’s KRW18.9 trillion (~$17.0 billion) from its entire mobile [device] division.

>> Samsung No.1 Smartphone Brand Again in Q1, But Apple Still Making More Money

MobileTech [Source: Juniper Research]
Hampshire, UK
03-May-2012

mobiletechnews.com

Data from leading mobile analyst firm Juniper Research shows Samsung and Apple trading places once again in the smartphone market, in what is increasingly becoming a two-horse race. In the first quarter of 2012, the company estimates that nearly 60% of the 139 million smartphones shipped worldwide carried either the Apple (35.1 million) or Samsung (46.9 million) brand – up from 46% in the last three months of 2011. While Apple and Samsung have taken it in turns to lead the smartphone market over the last four quarters, it seems as if Samsung may now have established a firm lead in this space – shipping 11.8 million more units that the Cupertino, California company in Q1.

Samsung Tops Sales, But Apple leads in Revenue

With the iPhone launch craze now past, the analyst firm believes Samsung may hold onto its lead next quarter, but as Daniel Ashdown, Research Analyst with Juniper Research notes: “Apple’s revenues from its ‘mobile division’ continues to remain significantly higher than Samsung’s, even when you take into account the latter’s featurephones”. Apple’s iPhone revenue was $22.7 billion in Q1 ($29.3 billion including the iPad), compared with Samsung’s KRW18.9 trillion (~$17.0 billion) from its entire mobile division. While flagship devices, the Samsung Galaxy SII and Galaxy Note contribute substantial unit volumes, the company’s rise to top spot is evidence of the smartphone’s entry into mass market price points with products like the Galaxy Y.

Rich-Pickings Still to be had for HTC, Nokia and RIM

HTC – who have not released shipment volumes for the last two quarters – appears to be following Nokia and RIM in taking-stock of where it’s best strategy lies. Nokia’s Lumia launches do not appear to have kick-started a rival yet, with the Finnish company shipping just 11.9 million smart devices in the first quarter – less than half the number it shipped in the same period a year previous. RIM’s recent results – which run to a different financial schedule – nevertheless hint at continuing problems for the Canadian firm. However, with Juniper forecasting that smartphone shipments will nearly double over the next five years – from nearly 600 million in 2012 to 1.1 billion by 2017 – there are still plenty of opportunities for other players to make gains in this market. ###

- Eric -

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To: Eric L who wrote (1356)5/3/2012 2:50:08 PM
From: waitwatchwander
1 Recommendation   of 1640
 
Is it imaginable to ever see Nokia, RIM and HTC being folded into a consolidated offering? What does each bring to a consolidated party?


  • Nokia - Maps, global low end consumer dominance, WP8 Integration/Device Expansion, European market share, Zeiss cameras and an army of software/hardware integrators
  • HTC - BeatsAudio, Android, East Asian manufacturing and North American consumer market share
  • RIM - Enterprise Email/BBM, QNX Integration/Device Expansion and international enterprise/government market share
It is hard to see how this could ever work but it's also hard to see how slugging it out in the trenches works for any of these folks either. It all seems like a Catch 22. Nokia only looks good due to their past biggest. The other 2 only look good due to their past selective niche growth. Then there is the fuzzy nature of the Motorola situation that needs to find a home. Will the Chinese just nibble away at these holdings as each withers away upon their selective vine?

Maybe Nokia and RIM coming together first makes sense but any consolidations on these fronts today couldn't be seen as a merger of equals.

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To: Eric L who wrote (1355)5/3/2012 9:46:25 PM
From: sylvester80
   of 1640
 
70% of AT&T's iphones were upgrades. Not new users, just upgrades. The people that I know that have iPhones every year get the new model. I don't know if they are insane or in some cult, but I do know that every year they end up with the latest version. I have no idea what they have done with the other 4 previous models but I would guess they are probably in some drawer.

The point is that NPD's numbers count users and what phone they use via a statistical survey. The numbers from the carriers count units, not users. Comparing the two is like comparing apples and oranges.

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To: sylvester80 who wrote (1361)5/3/2012 9:59:41 PM
From: pyslent
   of 1640
 

"The point is that NPD's numbers count users and what phone they use via a statistical survey. "

Not according to them. Here's a link to the NPD report. It purports to track sales of new smartphones, not installed base.


The following chart shows NPD’s ranking of manufacturers, based on Q1 sales of new smartphones:
npd.com


The previous Mobile Phone Track report by them directly addressed your point, that the iPhone isn't particularly good getting first time buyers. Android's push downmarket means they are growing the smartphone pie.

npd.com

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To: pyslent who wrote (1362)5/3/2012 10:14:17 PM
From: sylvester80
   of 1640
 
Not according to this:
tech.sc

"The NPD executive director, Ross Rubin, clarified that their report is based afterasurvey on 12,811 customers and include both new and used devicesand stated that pre-paid phones might have made the big difference."

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From: Eric L5/4/2012 12:33:40 PM
   of 1640
 
Tizen: Intel and Samsung ...

Tizen 1.0 Larkspur SDK and Source Code was released at the end of April and the Tizen Developer Conference
will be held 07 May, 2012 to 09 May, 2012 in San Francisco.

tizen.org

>> Friends Turn Foes

Telecoms.com
Dawinderpal Sahota
April 27, 2012

telecoms.com

The relationship between Google and Samsung is looking increasingly strained, after recent announcements from the Korean vendor suggest that it is gradually stepping up to compete with its old American ally.

The two firms have enjoyed a successful partnership in recent years. Samsung shipped over 88 million units in 4Q11, of which almost 40 per cent were smartphones. It is the largest Android device vendor and the number two vendor overall in the market. Meanwhile, Android is the most popular smartphone platform in the market, accounting for more than half (50.9 per cent) of smartphone handsets in the market in 4Q11, according to Gartner.

However, the relationship seems to have hit an impasse, according to Nick Dillon, analyst at Ovum.

“There are rumours of Samsung making demands over the future direction of the platform and, being in that position of power, it probably has more sway than other handset manufacturers. It seems to be quite a perilous relationship at the moment,” he said.

These concerns have been exacerbated by announcements from Samsung that it is putting more emphasis and investment into its own OS, and it has also recently launched its own mobile advertising exchange to rival those set up by Google, Apple and other operator plays.

Samsung is eyeing opportunities to cut Google out of its smartphone value chain by investing in Tizen, an Intel-backed open source platform that was launched late 2011. The Korean manufacturer plans to merge its own smartphone operating system, Bada, with Tizen and recently told Informa Telecoms and Media that it plans to expand the variety of handsets and tablets that run on Bada, by making the OS open source this year. Reports suggest that Bada will be used in lower-end smartphones, while higher-end devices will run on the Tizen/Bada-merged platform.

Meanwhile, the Korean firm’s new AdHub Market advertising platform lets companies buy advertising space on mobile devices from either app developers or Samsung directly. Google also sells advertising space on Android devices through its AdMob exchange, but Samsung would not provide details on exactly how AdHub Market will compete for business with AdMob.

The move suggests Samsung is gradually turning its back on Google, but it isn’t the only one, mobile operators are as well. According to Malik Saadi, principal analyst at Informa Telecoms and Media, Android has, until now, been very attractive to operators because it provides flexibility to promote smartphones across all of their segments and data plans, but Google’s business model could cause conflict with operators’ business models.

“In an ideal world, operators would want a platform like Android, but not controlled by a vendor like Google. That’s why some, such as Telefónica, are turning to Mozilla, with the B2G platform. B2G ideally provides operators the flexibility of Android with no supreme control by any other software player like Google, so it would enable them to get their framework like RCSe and WAC and be able to influence the roadmap of that platform, because that framework is open source.”

Google’s prolonged takeover of Motorola Mobility could also exacerbate fears that handset manufacturers have over the Android platform. The deal could mean that other handset manufacturers opt to invest in their own platforms, or in operator-led platforms instead. After all, they have already shown similar apprehension after Microsoft announced its partnership with Nokia. At this year’s Mobile World Congress, only one device was unveiled that ran on the Microsoft Windows Phone platform, apart from those launched by Nokia, which was one of a multitude of handsets launched by ZTE.

This suggests that handset manufacturers see the Nokia/Microsoft partnership as a closed shop and could also distance themselves from Android if they perceive a similar Google/Motorola partnership forming.

Despite that, Google’s opportunities in the connected device market are looking far from bleak, as it looks to be scoping out the home-networking market with its acquisition of Motorola’s connected-home business. The acquisition gives the search giant control of Motorola’s in-home set-top-box, TV-software and broadband-equipment divisions.

“If Google manages to create enough synergies between Moto Connected Home and its Android framework, this could make the company as a leading player in this nascent but lucrative business,” said Saadi.

And it is also eyeing up opportunities in the “heads-up” display market, having recently confirmed that it is developing augmented reality glasses. According to Adrian Drury practice leader and senior consultant at Ovum, Google’s decision to focus on the technology could prove to be a very significant one.

“The power for a search marketing organisation like Google to be able to push display ads at you – not just while you’re walking down the street but also while you’re walking down aisles, is potentially massive. It can be part of every single purchasing decision because it would be influencing people in such a way. It could prove to be an incredibly lucrative thing to have done to the market,” he said.

So as the relationship between Google and Samsung evolves from one of partnership to rivalry, it is the movement in the connected device space and in other future technologies that could define which of the two emerges triumphant. ###

>> Tizen 1.0 Larkspur SDK and Source Code Release

Tizen Technical Steering Group
30 Apr, 2012

tizen.org

Today we are excited to announce Tizen 1.0 Larkspur, including the addition of new complimentary components, as well as source code that focuses on enhancing stability and performance. We believe that these updates and new offerings improve the experience for developers. We are also continuing to work on improvements and additions, and we will be doing frequent updates to the SDK and source code. There are a few additional components that we plan to add in the coming weeks, and we will continue to fix bugs and add additional features.

We encourage you to download the new SDK and let us know what you think! You can learn more about where to ask questions or submit bugs by visiting our community page.

This release provides new features and other improvements, including the following updates to the SDK:

• Simulator: A new browser-based tool that supports the Tizen APIs and allows you to run and debug your web applications, and simulate running applications with various device profiles.

• IDE: Enhancements include more flexibility around templates and debugging tools.

• Emulator: Significantly improved emulator performance through Intel's Hardware Acceleration Manager for Windows and OpenGL acceleration for Linux.

Updates to the platform source code include:

• Web: Support for additional features of W3C/HTML5 specification

• Location: Support for POI (Point of Interest) and route search

• Connectivity: Wi-Fi Direct key features added

This is just a summary of the many changes, but you can see the full list by visiting the release notes pages for the SDK and the source code.

We have also made a number of improvements to the community infrastructure. We have also added a bug tracker and wiki for the community. There are also a number of back-end changes, designed to improve stability and scalability of the infrastructure. We hope you enjoy all of these new improvements for the Tizen project.

- The Tizen Technical Steering Group - ###

>> As Galaxy S3 Prepares To Launch, Will Samsung Kill Bada OS?

Desire Athow
ITProPortal.com
03 May, 2012

itproportal.com

The truth might be less dramatic.

News has reach us (or rather a rumour) from Mobile-review.com editor, Eldar Murtazin, that Samsung has started to reassign employees who were working on Bada OS to other projects, either Android or otherwise.

This, according to Eldar, means that Bada resources within the company will shrink gradually until they disappear towards the end of the year. Of course, one has to rememebr that Samsung has already committed to merge Bada with Intel's Meego (which itself comes from Moblin and Maemo) to create Tizen.

The news coincide with the fact that the the Tizen association has released the SDK and source code of Tizen 1.0, otherwise known as Larkspur. Given that Samsung is one of its founding members and that Tizen itself was born out of Samsung's Linux Platform, it would make sense to combine resources rather than being spread more thinly.

One can expect Samsung to keep a three-prong approach with Tizen, Android and Windows Phone which will allow it to be in a unique position as the only major mobile manufacturer with three mobile platforms.

As for the Wave range, don't expect them to disappear anytime soon. I'd quite fancy it being the first Samsung handset range to welcome Intel's Medfield mobile processors.

The phone will be launched at an invite-only event in London where ITProPortal.com will be reporting via Rob Kerr, our mobile editor.

- Eric -

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