Copyright © 2013 Knight Sac Media. All rights reserved.http://www.siliconinvestor.com/subject.aspx?subjectid=57404Smartphones, MIDs, and The Smartphone and MIDs OS Arena Mobile Wireless Data is finally coming of age and mobile wireless subscribers globally are finally able to take meaningful advantage of the high speed packet data transmission capabilities offered by 3rd Generation IMT-2000 radio transmission ...http://www.siliconinvestor.com/images/Logo380x132.pnghttp://www.siliconinvestor.com/subject.aspx?subjectid=5740438013210Eric LIDC Q1 2013 Smartphone Sell-In Estimates by OS ... "Android and iOS, the number one and number two ranked smartphone operating systems (OS) worldwide, combined for 92.3% of all smartphone shipments during the first quarter of 2013 (1Q13) as Windows Phone crept past BlackBerry for 3rd place." - IDC - [graphic] [gr...http://www.siliconinvestor.com/readmsg.aspx?msgid=288977385/16/2013 9:52:57 AMEric LSmartphone Flagships at mid-year 2013 ... [graphic] [graphic] [graphic] ### - Eric -http://www.siliconinvestor.com/readmsg.aspx?msgid=288931125/14/2013 10:58:10 AMEric LCanalys Q1 2013 Smart Mobile Device (notebook, tablet and smart phone) Sell-In ... [graphic] >> Smart mobile device shipments exceed 300 million in Q1 2013 Canalys Press Release Palo Alto, Shanghai, Singapore and Reading 9 May 2013 canalys.com  Total smart mobile device (notebook, tablet and smart phone) shipmen...http://www.siliconinvestor.com/readmsg.aspx?msgid=288863825/10/2013 9:17:24 AMEric LcomScore Q1 2013: Installed Base Share of US Market by OEM and OS platform ... >> comScore Reports March 2013 U.S. Smartphone Subscriber Market Share Android Phone and iPhone Now Combine for 91 Percent of U.S. Smartphone User Base comScore PR Reston, VA May 3, 2013 comscore.com  [graphic] [graphic] - Eric -http://www.siliconinvestor.com/readmsg.aspx?msgid=288773855/6/2013 9:23:51 AMEric LHTC in Q1 2013 ... On May 2nd HTC announced its Q1 2013 consolidated results, with sales of NT$42.8 billion ($1.4 billion USD) and an operating margin of 0.1% (net profit of NT$85 million / $2.8 million USD). The results are some of the worst in HTC's history with sales down almost 40% and profits down more than 90%. ...http://www.siliconinvestor.com/readmsg.aspx?msgid=288725515/3/2013 9:34:53 AMEric LSmartphone & MIDS Chip Stuff: Video Interview with Marvell Co-Founder Weili Dai ... ... discussing LTE, Smartphones, Tablets. etc. mobileworldlive.com  Weili Dai: Along with her husband Sehat Sutardja, CEO of Marvell, Weili Dai co-founded Marvell Technology Group Ltd. and is Vice President and General Manager of Com...http://www.siliconinvestor.com/readmsg.aspx?msgid=288681495/1/2013 8:58:44 AMEric LLatest Kantar Worldpanel ComTech Sales Share Data (for 3 m/e March 2013) ... [graphic] More (Kantar Press Releases, and other sales share tables from various sources) here on the SI Nokia Corp. board. What really jumps out in these data sets is that while still relatively small, Windows Phone sales share in key m...http://www.siliconinvestor.com/readmsg.aspx?msgid=288644914/29/2013 12:06:38 PMEric LIDC & Strategy Analytics Preliminary Unit Sell-In Sales and Share in Q1 2013 [graphic] [graphic] >> More Smartphones Were Shipped in Q1 2013 Than Feature Phones, An Industry First According to IDC IDC Press Release Framingham, Mass April 25, 2013 idc.com  The worldwide mobile phone market grew 4% year over year i...http://www.siliconinvestor.com/readmsg.aspx?msgid=288600294/26/2013 8:39:51 AMEric LLG Handsets in Q1 2013 ... LG Electronics Inc. said Wednesday its first quarter earnings shrank to less than one tenth of the year-earlier quarter as its TV business languished, masking a recovery in mobile phone sales. LG shipped 10.3 million smartphones in the quarter with strong demand for its mid- and low-end pho...http://www.siliconinvestor.com/readmsg.aspx?msgid=288566334/24/2013 3:32:04 PMEric LHTC's Incredible Shrinking Revenue and Profit ... [graphic] ""The crux of the problem [HTC's problems] is that HTC is facing off against two giants, Nokia and Samsung, in the Windows Phone and Android ecosystems respectively, both of which have much bigger marketing budgets, better economies of scale, and more sales...http://www.siliconinvestor.com/readmsg.aspx?msgid=288231634/8/2013 9:11:05 PMEric LHTC's Tough Q1 2013 ... Squeezed by Samsung on the high end and Huaweii, ZTE, and a host of other Android OEM/ODMs in the mid-range. >> HTC Releases Unaudited Results for 1Q 2013 HTC Earnings Press Release Taoyuan, Taiwan April 8, 2013 htc.com  HTC Corporation (TWSE: 2498), a global leader in mobile innovation...http://www.siliconinvestor.com/readmsg.aspx?msgid=288220904/8/2013 11:36:04 AMEric LThe Latest Kantar Worldpanel ComTech reports of Smartphone Sales Share by OS ... ... for the 3 month period ending February 2013 in Seven markets (US, Great Britain, Germany, Italy, Australia, Urban China, Mexico: [graphic] kantarworldpanel.com  Kantar also reported metrics for Smartphone Sales by OS for the 3 mont...http://www.siliconinvestor.com/readmsg.aspx?msgid=288095094/1/2013 10:56:47 AMEric LHow Samsung Became the World's No. 1 Smartphone Maker ... ... is the title of a well researched article written by Sam Grobart of Bloomberg Business Week. It's posted in its entirety on the SI 'Samsung and Wireless' board: [graphic]Message 28804729 It's long but it's a worthwhile read. - Eric -http://www.siliconinvestor.com/readmsg.aspx?msgid=288047493/28/2013 3:44:30 PMEric LBlackBerry Q4 2012 and FY 2012 Results ... BlackBerry Reports Fourth Quarter And Year–End Results For Fiscal 2013 press.blackberry.com  Q4 Highlights: • Revenue of $2.7 billion • GAAP income from continuing operations of $94 million, or $0.18 per share diluted • Adjusted income from continuing operations of $114 m...http://www.siliconinvestor.com/readmsg.aspx?msgid=288037833/28/2013 9:08:53 AMEric LTero the K on the rumored 'Budget iPhone' impact (BGR) ... >> Why the budget iPhone would throw the smartphone market into chaos Tero Kuittinen BGR March 25, 2013 bgr.com  The buzz around the budget iPhone has grown deafening, with new reports about the device coming out on a weekly basis. This will be a product l...http://www.siliconinvestor.com/readmsg.aspx?msgid=287988883/25/2013 3:53:31 PMEric L4G Americas: Breaking Down Today's Mobile Wireless Network Access Technologies ... ... see prior post for Mobile Wireless Broadband Growth: • Global Mobile Market Shares Q4 2012 [graphic] • Global Annual Growth of GSM Family of Access Technologies Mobile Connections [graphic] - Eric -http://www.siliconinvestor.com/readmsg.aspx?msgid=287914273/21/2013 1:44:05 PMEric L4G Americas on Mobil Wireless Broadband Subscriber Connections Market Share Growth ... ... with data supplied by Informa Telecoms and Media: 4gamericas.org  High Data Rates Enabling Smartphone and MIDs Growth ... • Global Mobile Subscription Growth Q4 2011 --> Q4 2012 [graphic] • Global Mobile Broadband Foreca...http://www.siliconinvestor.com/readmsg.aspx?msgid=287914103/21/2013 1:38:40 PMEric LCanalys: 5 Year Mobile Device Forecast ... ... has smartphone sell-in growing at a 17% CAGR: [graphic] Note: Canalys on Q4 2012 Smartphone Sell-In is here ... [graphic]Message 28713560 >> Mobile device market to reach 2.6 billion units by 2016 Smart phones and tablet PCs will continue to impact shipments of othe...http://www.siliconinvestor.com/readmsg.aspx?msgid=287907523/21/2013 10:19:14 AMEric LSamsung Smarphone Software Improvements in Galaxy S4 ... >> Software changes show Samsung growing into its leadership role Galaxy S4 makes its debut with an array of new features and a real shot at seizing the long term lead from Apple Caroline Gabriel Rethink Wireless 15 March, 2013 rethink-wireless.com  Samsung...http://www.siliconinvestor.com/readmsg.aspx?msgid=287872643/19/2013 1:55:16 PMinfotraderhttp://www.siliconinvestor.com/readmsg.aspx?msgid=287869273/19/2013 11:26:27 AMEric LTizen Coming ... ... as an Android Alternative. [graphic] tizenassociation.org  >> Samsung to launch Tizen device in August/September 2013 Tim Ferguson GSMA Mobile World Live 15th March 2013 mobileworldlive.com  Samsung plans to launch a high-end smartphone powered by the open source Tizen mobile platform in A...http://www.siliconinvestor.com/readmsg.aspx?msgid=287849133/18/2013 11:56:50 AMEric LYOY Smartphone Sales Growth in 7 Major Countries thru January 2013 End (Kantar ComTech Worldpanel) ... with emphasis on the United States market. • Kantar Comtech YoY Worldpanel Sales Growth Data by All Smartphone OS Platforms in 7 Countries kantarworldpanel.com  • YoY Winners and Losers The big winners in YoY sa...http://www.siliconinvestor.com/readmsg.aspx?msgid=287805593/15/2013 2:37:40 PMEric LSamsung's 'one of a kind' Galaxy S4 Launch Event ... ... is replayed in the 50 minute video below: [youtube video] The Android uberphone will compete head to head with the impressive HTC One and will undoubtedly sell a batch of units but the launch event made my neck ache and I didn't stay to the bitter end. >> ...http://www.siliconinvestor.com/readmsg.aspx?msgid=287797823/15/2013 9:25:18 AMEric LGoogle's new Android Chief ... ... Sundar Pichai: [graphic] Sundar replaces Andy Rubin. >> Google reshuffles Android leadership, as Rubin moves on Steve Costello GSMA Mobile World live 13th March 2013 tinyurl.com  Google said that its mobile head, Andy Rubin, has “decided to hand over the reins and start a new...http://www.siliconinvestor.com/readmsg.aspx?msgid=287790173/14/2013 7:47:03 PMEric LGalaxy Live Blog: Samsung unveils Galaxy S4 (USA Today) ... usatoday.com  [youtube video] - Eric -http://www.siliconinvestor.com/readmsg.aspx?msgid=287789903/14/2013 7:36:37 PMEric LIDC Forecasts Smartphone Growth by Major Country for 2013 to 2017 ... Top Six Countries Smartphone Shipments and Market Share, 2013 and 2017 (Units in Millions) [Text Chart] ¹ Countries are listed by 2013 rank, based on unit shipments. The 2017 ranking by unit sell-in is forecast to be 1. China, 2. USA...http://www.siliconinvestor.com/readmsg.aspx?msgid=287789663/14/2013 7:28:11 PMEric LGlobal Subscriber Connections Growth ... [A reminder from SA below that when the term subscriber is used, generally it means a subscriber connection as opposed to a unique individual subscriber who may have multiple subscriptions] "Strategy Analytics predicts global cellular subscriptions to exceed 7 billion by th...http://www.siliconinvestor.com/readmsg.aspx?msgid=287761583/13/2013 11:42:26 AMEric LLive from Mobile World Congress: 361 Degrees Podcast(s); The MWC 2013 Mini-Series [graphic] soundcloud.com  The 361 Degrees Team which includes Rafe Blandford of All About Windows Phone (and Symbian), Ben Smith of Wireless Worker, and Ewan MacLeod of Mobile Industry Review attended MWC 2013 in Barcelona for the dura...http://www.siliconinvestor.com/readmsg.aspx?msgid=287589993/4/2013 1:22:19 PMEric LSmartphone Camera Wars: Sony, Nokia, HTC ... » New Camera War Brewing in the Smartphone Market Mikael Ricknas IDG News Service TechHive February 6, 2013 techhive.com  HTC and Nokia are preparing to go head-to-head with new cameras on upcoming smartphones, as they hope to steal market share from Apple and Samsung E...http://www.siliconinvestor.com/readmsg.aspx?msgid=287230052/13/2013 8:56:30 AMEric LFootsteps: Apple and Samsung ... >> Samsung Emerges as a Potent Rival to Apple’s Cool New York Times Brian X. Chen & Roy Furchgott New York Times tinyurl.com  Apple, for the first time in years, is hearing footsteps. The maker of iPhones, iPads and iPods has never faced a challenger able to make a truly popular a...http://www.siliconinvestor.com/readmsg.aspx?msgid=287194792/11/2013 4:19:06 PMEric LTech Rivalry: The Strained and Strange Apple and Samsung Relationship ... This relatively long (1,900 word) article describing the love-hate relationship and rivalry between Apple and Samsung is well written. >> Apple and Samsung: A completely new form of tech rivalry Poornima Gupta, Miyoung Kim and Dan Levine Reu...http://www.siliconinvestor.com/readmsg.aspx?msgid=287189502/11/2013 12:39:53 PMEric LCanalys on Q4 2012 Smartphone Sell-In ... [graphic] >> Android powered a third of all mobile phones shipped in Q4 2012 Chinese vendors Huawei, ZTE and Lenovo move in to the top five smart phone vendors Canalys Press Release Shanghai, Palo Alto, Singapore and Reading 7 February 2013 canalys.com  Canalys has publi...http://www.siliconinvestor.com/readmsg.aspx?msgid=287135602/8/2013 8:30:22 AMEric LMobile Linux OSs: Canonical's Ubuntu and Tizen (Samsung & NTT DoCoMo) ... >> Mobile Linux OSs line up for 2013 Canonical unveils smartphone version of Ubuntu, while Samsung expected to debut first Tizen handsets soon Caroline Gabriel Rethink Wireless 3 January, 2013 rethink-wireless.com  The new year will see a ...http://www.siliconinvestor.com/readmsg.aspx?msgid=286758411/20/2013 12:15:56 PMEric LSilicon Innovation: ST-Ericsson's FD-SOI Technology ... Good to see ST-Ericsson still in the game ... Fully Depleted Silicon On Insulator (FD-SOI) The FD-SOI innovations: Fully Depleted Silicon On Insulator, or FD-SOI, is an approach that delivers the benefits of reduced silicon geometries while enabling a simplif...http://www.siliconinvestor.com/readmsg.aspx?msgid=286675751/16/2013 12:30:13 PMCogitoPlus, of course, the Apple iPhone 5, which also fits the 'sweet spot' form factor perfectly. I thought he'd never mention that. ;-)http://www.siliconinvestor.com/readmsg.aspx?msgid=286667191/16/2013 2:42:34 AMEric LTizen Smartphones Cometh ??? tizen.org  >> Samsung confirms Tizen-based mobes to debut this year Alternative OS to offset Android's dominance Neil McAllister (in San Francisco) The Register 3rd January 2013 theregister.co.uk  Samsung says it is pressing ahead with plans to release mobile phones running the Linux-...http://www.siliconinvestor.com/readmsg.aspx?msgid=286656761/15/2013 3:26:02 PMEric LThe Informer from Informa on (primarily) the China Mobile Scene ... >> Chinese Whispers A Week in Wireless Written by The Informer Telecoms.com January 11, 2013 telecoms.com  China has long been seen as a potential goldmine for foreign investment due to the sheer size of the market, but the trick is always going...http://www.siliconinvestor.com/readmsg.aspx?msgid=286637851/14/2013 4:54:53 PMEric Lhttp://www.siliconinvestor.com/readmsg.aspx?msgid=286483641/7/2013 12:30:05 PMEric LRight Sizing a MOBILE Phone ... >> Size Matters - the quest for 'right' for a truly MOBILE mobile Steve Litchfield All About Windowes Phone (AAWP) January 7th 2013 allaboutwindowsphone.com  It's true, I'm something of a rebel - you can count on me to disagree with the accepted wisdom of the rest of the smartphone...http://www.siliconinvestor.com/readmsg.aspx?msgid=286478971/7/2013 9:20:21 AMEric LAndroid Smartphone Share in China (Informa Telecoms & Media) ... >> China crucial to Android Dawinderpal Sahota Telecoms December 19, 2012 tinyurl.com  Almost two-thirds of the handsets sold in China in 2012 run on the Android OS and China is Google’s largest market for Android devices, according to the latest res...http://www.siliconinvestor.com/readmsg.aspx?msgid=2861703312/20/2012 12:06:47 PMzaxGermany has pretty much become the new Eastern District of Texas, the world's most popular patent battleground. After Apple, Samsung and Motorola, the Chinese are now going to Germany as well to sort out their domestic patent squabbles. Huawei and ZTE, arguably the People's Republic's leading wireless tech companies, ...http://www.siliconinvestor.com/readmsg.aspx?msgid=2860738312/16/2012 9:07:46 AMEric LApple's Slipping Smartphone Unit Sell-In and Market Share ... 2+ Year Total Global iPhone Unit Sell-In by Calendar Quarter (millions) [Text Chart] Hi Frank, << Weren't the market shares biased by the ip5 launch date? The Apple data is based almost totally on the ip4s, and most buyers were waiting for availability...http://www.siliconinvestor.com/readmsg.aspx?msgid=2854064711/11/2012 4:31:00 PMUncle FrankWeren't the market shares biased by the ip5 launch date? The Apple data is based almost totally on the ip4s, and most buyers were waiting for availability of the ip5.http://www.siliconinvestor.com/readmsg.aspx?msgid=2853731711/9/2012 4:48:18 PMEric LCanalys on Q3 2012 Smartphone Sell-In by Vendor [graphic] Nokia abd RIM were overtaken by HTC, Sony >> Sony and HTC overtake RIM and Nokia in smart phones Asia Pacific accounted for over 50% of the smart phone market for the first time since 2006, with Asian vendors rising Canalys Press Release Shanghai, Palo Alto...http://www.siliconinvestor.com/readmsg.aspx?msgid=2853290511/8/2012 11:19:36 AMsylvester80Android beats iOS 5-to-1 in Q3 smartphone market share New data shows that Android nabbed 75 percent of the world's smartphone market share, while iOS trailed with 14.9 percent and BlackBerry brought up the rear with just 4 percent. by Dara Kerr November 1, 2012 5:52 PM PDT news.cnet.com  [graphic] Data from IDC's Wo...http://www.siliconinvestor.com/readmsg.aspx?msgid=2851629611/2/2012 8:14:24 AMbrokenst0neshttp://www.siliconinvestor.com/readmsg.aspx?msgid=2850350610/27/2012 8:10:21 AMEric LQ3 2012: ABI and Juniper Estimated Smartphone Sell-In [graphic] [graphic] >> Samsung’s Epic Smartphone Quarter: Galaxy SIII, Big Screens Help It To Record 31%+ Share In Q3 (More Than 2X Apple’s Portion) Natasha Lomas TeleCrunch october 26, 2012 tinyurl.com  A raft of smartphone market analyst numbers are out and ...http://www.siliconinvestor.com/readmsg.aspx?msgid=2850138110/26/2012 11:54:38 AMEric LQ3 2012: IDC and Strategy Analytics Estimated Smartphone Sell-In and Share • IDC: Smartphone manufacturers shipped 179.7 million devices in the third quarter up 45.3 percent from 123.7 million units in the same quarter last year. Meanwhile, the overall mobile phone market grew 2.4 percent year-over-year with shipme...http://www.siliconinvestor.com/readmsg.aspx?msgid=2850120310/26/2012 11:05:30 AMsylvester80Apple guided to negative -15% growth in earnings and margins for the current December quarter. Dec 2011 - EPS = $13.87/sh, margins 44.7% Dec 2012 - EPS = $11.75/sh, margins 36% Samsung is killing them..... in Dec 2011 Apple and Samsung were neck and neck in smartphones. 9 months later and Samsung is selling more tha...http://www.siliconinvestor.com/readmsg.aspx?msgid=2850083610/26/2012 9:03:49 AMPeter EcclesineSmartphones Drive Third Quarter Growth in the Worldwide Mobile Phone Market, According to IDC Thursday, October 25, 2012 istockanalyst.com  The worldwide mobile phone market grew 2.4% year over year in the third quarter of 2012 (3Q12), driven by heavyweights Samsung and Apple as Nokia dropped off the Top 5 list of s...http://www.siliconinvestor.com/readmsg.aspx?msgid=2850082510/26/2012 8:58:28 AM