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Worldwide Mobile Device Sales to End Users in Q2 2010 (thousands of units)

Company '10 Units10 Mkt Share'09 Units'09 Mkt Share
Nokia 111,473.834.2105,413.4 36.8
Samsung 65,328.2 20.155,430.1  19.3
LG 29,366.7 9.0 30,497.0 10.7
RIM11,228.8 3.47,678.9 2.7
Sony Ericsson 11,008.5 3.4 13,574.3 4.7
Motorola 9,109.4 2.8 15,947.85.6
Apple 8,743.0
2.7
5,434.7
1.9
HTC 5,908.81.8 2,471.00.9
     
     
     

Date: 2010-08-24 10:36 pm (UTC)
From: [identity profile] del-c.livejournal.com
Why is Motorola haemorrhaging market share like that?

Date: 2010-08-24 11:17 pm (UTC)
From: [identity profile] daveon.livejournal.com
Lots of reasons - they made a couple of strategically insane decisions about 4/5 years ago which crippled them financially and they've just not recovered from them.

They're probably going to be able to stabilize their position through their "Droid" devices which are selling strongly in North America - but their core problem is they didn't have anything to follow the success of the RAZR which dated pretty quickly.

The interesting battle will be to see if Nokia can stabilize and not end up slipping below Samsung.

Date: 2010-08-24 11:24 pm (UTC)
From: [identity profile] fringefaan.livejournal.com
I had no idea that Samsung was such a major player in phones. Although I was just looking at the new Samsung Android phone ...

Date: 2010-08-24 11:27 pm (UTC)
From: [identity profile] daveon.livejournal.com
It's got excellent reviews. I played with one a few weeks ago and it was pretty sweet.

Date: 2010-08-25 12:01 am (UTC)
From: [identity profile] marypcb.livejournal.com
Samsung decided 18-24 months ago that it wants to own the phone market; it's already huge in featurephones and it will get some significant but not - IMNSHO - dominant smartphone share

Date: 2010-08-25 12:09 am (UTC)
From: [identity profile] daveon.livejournal.com
I think Bada is also exactly the right play to own the Feature Phone market for the next 5 years too. Apps, cool features, nice form factor and an easier to maintain code base than the single threaded blob that their Nucleus stuff had become.

Plus unlike SEMC and Moto who are trying to build a low end play on Android, they won't have to compete with a fragmented apps scene with a pile of apps not running on the lower end devices.

Nokia *could* box clever with this at the lower ends if their QT/WRT strategy works for making OVI look worthwhile to punters.

But both Nokia and Samsung have the same problem in attracting and keeping indie app developers.

Date: 2010-08-25 03:22 pm (UTC)
From: [identity profile] marypcb.livejournal.com
I've been having difficulty getting Nokia and clever into the same sentence for a while now...

Samsung actually started on the developer relations thing a while back in the UK at least; as you probably know! are they any good at it though?

Date: 2010-08-25 04:29 pm (UTC)
From: [identity profile] daveon.livejournal.com
From a corporate perspective Samsung have an excellent developer relations team and they seem to be doing all the right stuff. I'm off down to the Bay Area tomorrow for them to buy me dinner and introduce me to a bunch of people.

The real problem currently is the test team for Bada apps in Seoul. They've been over whelmed by the numbers of people sending in apps and they're working to a set of ill-defined test criteria executed by an inexperienced team for whom English isn't their first language. So it's a combination of the Apple "it must be just so" stuff and purely random crap. i.e. our TripIt app for Bada has been bounced twice now because the testers don't understand what TripIt is and keep failing the actual TripIt service because it doesn't work the way they want it to.

My favourite two are a failure that "users won't like this" and "we refuse to sign up for a test account" - the later was amusing given that they'd already had 2 test accounts.

They are making a serious effect to fix that, and I think that with that Bada and Samsung will be major players.

Nokia are doing some clever stuff around the Web Run Time - at least based on what I've seen so far. The question is whether it'll be enough. I don't know. But Nokia have a lot of room to maneuverer.

Date: 2010-08-25 04:34 pm (UTC)
From: [identity profile] marypcb.livejournal.com
I wonder if they're going to hit cultural issues in interface and approaches - scaling test and approval can be difficult.

Nokia has room to manoeuvre; but they do spend a lot of time reversing into dustbins and fences...

Date: 2010-08-25 04:45 pm (UTC)
From: [identity profile] daveon.livejournal.com
We're hitting the cultural issues in spades and that's a potential problem. Rumours I'm seeing on line show all sorts of horror stories with apps being rejected because buttons are a colour the tester didn't like...

That said, we got an email from the head of QA at Samsung a week or so ago to personally apologise for the mess they'd made of this. That's a pretty astounding move for a Korean company and you can bet that people lost their jobs because that had to go out.

I'm putting even odds on Nokia sorting this out at the moment. We're seeing them doing the right stuff, the question is if they manage to get the marketing right.

The challenge is more that people believe that the only Smartphone in the world is the iPhone and that's purely Apple's marketing machine and the Reality Distortion Field in action. I had an argument the other weekend with somebody who was so certain that the iPhone was the #1 Phone in the world by sales now that they refused to believe any other data. They also believed that the most important feature was the screen resolution...

It's an interesting psychological effect.

Date: 2010-08-25 05:23 pm (UTC)
From: [identity profile] marypcb.livejournal.com
well, the iPhone does have the wifis and the internets and it has more Gs... (I think that cartoon went on too long but I did love the 3 wishes bit ;-)

Date: 2010-08-25 05:25 pm (UTC)
From: [identity profile] marypcb.livejournal.com
it's tangerine and blueberry again; when the iBook with a handle came out the Asian marketing team said what a brave colour Apple had used - think of it, blue!

Date: 2010-08-25 01:40 am (UTC)
From: [identity profile] lostcarpark.livejournal.com
I've had the Samsung Galaxy S, and I'm loving it. The screen is the most beautiful thing I've seen on a phone. The software isn't quite as polished on the HTCs, but still pretty good. I'm still on Android 2.1 (2.2 is promised in September), but it does offer me the option of turning it into a WiFi hotspot, which is a 2.2 feature. It also comes with Swype keyboard built in, which is pretty sweet (though easy to add to any Android phone).

I think Nokia are still strong in the non-smartphone sector, and I know Symbian is still the best selling smartphone OS, but I think unless they can come up with something innovative they're going to see the Symbian phones rapidly lose ground to the others.

We have far too many smartphone OSs: Apple, Android, Symbian, RIM, Palm webOS, Windows Mobile (I'm sure I'm forgetting one). I suspect at least two of those will have to go, or possibly end up as niche markets.

I think RiM/Blackberry currently have the momentum for the corporate users. I thought MS might challenge that with Windows Mobile 7, but it looks like MS have targeted the consumer end, which I think is a mistake, as it's going to be a more difficult arena to break into. If they got AD integration and centralised management (especially offering the ability to push out standardised apps to all phones in an organisation), they could really put it up to RiM, but without that, I don't see it taking off.

I see Apple and Android taking the lions share of the Smartphone market. Symbian should hang on for a while, but I think mainly among regular phone users who see the appeal of a few smartphone features. It's hard to see Palm making a comeback, even with the might of HP behind them.

I'm sure Nokia won't sit down and wait for Symbian to die. Perhaps they plan to move to their Maemo platform, or try to revamp Symbian into something more modern that can compete with Android. Or perhaps I'm misjudging them entirely, but currently it seems Android has the momentum and Nokia don't.

It would be interesting to see the stats when you cut out dumb phones.

Date: 2010-08-25 03:28 pm (UTC)
From: [identity profile] marypcb.livejournal.com
Qualcomm won't let BREW die (unfortunately!)
BlackBerry has the business momentum but iPhone and Android are both pushing at that (user perception more than actual feature parity but with the rise of BYOD user perception is all); I'm still iffy about Windows Phone 7. It was intended to be a business phone the consumer was happy to carry and a consumer phone the business was happy to see you bring to work - but the slow rollout of key business features (copy and paste, private enterprise wide deployment) hampers that. WM 6.5 *had* AD integration, full remote management, multiple third party management tools and they haven't had time to get that ready for WP7.

Nokia plans to move to Maemo/Meego - at which point you have to factor in Intel and the LG Meego phones and a whole new ball of wax. This isn't going to simplify itself any time soon.

Android momentum - yes, but Nokia has the *density* ;-) in both senses...

Date: 2010-08-25 04:36 pm (UTC)
From: [identity profile] daveon.livejournal.com
QCT are hanging on to BREW and it's beating the crap out of us why.

WP7 - I'm iffy too, but they're really convinced. The problem I have is that Terry Myserson and his team are just clueless about the mobile market and behaving just like the team before last were behaving in 2002/3...

Nokia's strategy is to move a level of abstraction above the OS - so they don't mind if it's Maemo/Meego/S60 or whatever - as long as you write in Web Run Time /QT it'll run. I'll get back to you when we've got that working off simulator and let you know how it works.

Android will probably end up with a significant market share - assuming something horrible doesn't happen with the Oracle law suit.

Date: 2010-08-25 04:44 pm (UTC)
From: [identity profile] marypcb.livejournal.com
Qualcomm wants to own the stack, from chipset to platform to device to OS to dev relations because that way lies $BIGNUM (they think); they want to sell you the screen and maybe the TV service too. Bad enough they have to rely on ARM for the cpu.. It may be that they're after the same middle ground as Bada and Nokia (I'm not sure Nokia really thinks it can challenge iPhone/Android/WP7/RIM and I certainly don't think it can but the above featurephone below pocket computer market will be huge for a long time).

the WinPhone guys are less interested in talking to me than on any previous release ever, but my arms-length view is that it's very nice but too little, too late. Are they back at the We Know All Puny Carriers stage or just Shut Up Puny Handset Makers?

Date: 2010-08-25 04:53 pm (UTC)
From: [identity profile] daveon.livejournal.com
I just don't see QCT getting any real mileage out of BMP (Brew Mobile Platform) - AT&T signed up for all their mid-low range phones to be Brew in January and not a single device has shipped yet. I suspect that now they're seeing the Wave, Wave 2 and Wave Pro shipping by the truck load everywhere else they'll want some of that in the US.

WP7 are both "We know all puny carriers" and "shit up puny handset makers" stages at the same time. Which is why all the sane carrier specialists they had work at Vodafone or elsewhere and they're having to hire a new OEM relations team.

I had a beer with some of their major ISVs last night on WM5/6 and they've been completely cut out of the loop for in ROM apps, with all the in-ROM stuff going to a bunch of digital design agencies... the very thought of that gives me the creeping horrors. But we'll see how good the agencies are at Silverlight on C#.

The people I do know are very bullish that they expect to see a bazillion apps sent in for approval when they open the store in October... I'm not holding my breath.

I had a protracted play with one a couple of weeks ago and... well... it was ok, but really nothing all that special. I think the Bada Wave I have is actually an easier to use device. Some of the UI is, in my opinion, badly thought out, like the Contacts handler. The tiles look plain nasty compared to a proper widget based set of home pages. The Bing integration is ok, but without Cut and Paste it's crippled.

And that's without getting into my rant about Silverlight and C# managed code.

Date: 2010-08-25 04:56 pm (UTC)
From: [identity profile] marypcb.livejournal.com
I don't think Brew will fly but I think Qualcomm will keep on launching it...

Silverlight is lovely for toy apps; now build a browser or a navigation app in it... there are some *excellent* Silverlight design agencies doing some fab *desktop* stuff; if they can translate that to mobile, cool. But only *5* email titles on screen at once - that's like a frikking inch per title!

Date: 2010-08-25 05:07 pm (UTC)
From: [identity profile] daveon.livejournal.com
My concerns are twofold and the usual: desktop development and mobile development aren't the same even if you use the same technology - memory and processor power behave differently.

Being able to write a decent desktop app while you wallow in so much memory that crap code doesn't matter is one thing. Doing the same on a mobile where the APIs are constrained and performance is a pig is something else entirely.

I know for a fact the BSP team at Qualcomm were pressing Microsoft to switch to the dual-core Snapdragons for the WP7 devices quite late in the game because the UI wasn't performing well.

Date: 2010-08-25 05:09 pm (UTC)
From: [identity profile] marypcb.livejournal.com
is anyone running the Snapdragons at full speed yet? Tosh's TG01 underclocks the 1GHz snappie down to 600MHz and then to 400MHz for the default battery optimising mode ;-)

Date: 2010-08-25 05:17 pm (UTC)
From: [identity profile] daveon.livejournal.com
They loading them sufficiently that they're trying to get people to use the Dual Cores - make of that what you will :)

Date: 2010-08-25 05:24 pm (UTC)
From: [identity profile] marypcb.livejournal.com
could be dual cores both at 600MHz ;-) it does make me wonder

Date: 2010-08-25 05:34 pm (UTC)
From: [identity profile] daveon.livejournal.com
I doubt you'll ever get anybody to tell you :)

Date: 2010-08-25 04:37 pm (UTC)
From: [identity profile] fringefaan.livejournal.com
You can see the numbers for just smartphones at Wikipedia. Basically: Symbian (41%), RIM (18%), Android (17%), Apple (14%), Windows (5%). That's 2010 Q2.

Date: 2010-08-25 04:59 pm (UTC)
From: [identity profile] marypcb.livejournal.com
those are worldwide numbers, but they miss a number of sales because they're only direct to end user sales; and the US and European figures are substantially different. US figures at http://www.canalys.com/pr/2010/r2010033.html - RIM 23%, Apple 10.9%, Android 4.6% Ms 4.8% (the numbers change in the 2010 prediction but the order doesn't)
<img="http://www.canalys.com/pr/images/r2010081.gif">
<img="http://www.canalys.com/pr/images/r2010033.gif">

don't have European figures handy but they're different again (better for RIM I think, and Symbian still leads) - central Europe and ME/A aren't going smartphone (other than symbian) enough to matter much yet in terms of changing the % points.

Date: 2010-08-25 12:05 am (UTC)
From: [identity profile] marypcb.livejournal.com
because they are the morons of the phone world. because they create one successful phone a decade and live off that for so long that the market destroys them as they miss the next two waves of change. because they don't know why the succeed with a product so they can't do it again on purpose. they have had - in the west - two successful phones; the StarTac, which *created* the mass cellphone market, and the RAZR and really nothing else has made a dent. Their approach to smartphones? To believe that Apple would work with a third party to cannibalise iPod share (it is to laugh, point fingers and mock loudly and at length). Droid is hithcing their wagon entirely to Google and I think Samsung and HTC between them will clean Motorola's clock unless Moto pulls something new out of the hat...

It is *fun* commentating this decade's phone wars

Date: 2010-08-25 12:07 am (UTC)
From: [identity profile] daveon.livejournal.com
I suspect that Samsung will crush them beneath their heels.

Date: 2010-08-25 07:27 am (UTC)
From: [identity profile] del-c.livejournal.com
It's interesting to see everybody mentioning HTC even though they're the smallest player in the table. They can't be unhappy with their relative growth.



Date: 2010-08-25 03:32 pm (UTC)
From: [identity profile] marypcb.livejournal.com
HTC are interesting because they have *no* dumbphones (I don't think I can call their Brew phone dumb without offending Qualcomm) and they skimmed off the majority of WinMo sales and then skipped across to Android just as WinMo went into terminal decline. And if Apple is suing you, you're doing something right...

Date: 2010-08-25 04:38 pm (UTC)
From: [identity profile] daveon.livejournal.com
I think the Apple suit is a mistake, they'd have been better off aiming at Motorola and the Droid devices because Moto is actually in a shakier space than HTC. I'm fairly sure that HTC will have Microsoft and Google backing them to the hilt.

Date: 2010-08-25 04:39 pm (UTC)
From: [identity profile] marypcb.livejournal.com
"Microsoft and Google backing them to the hilt"
and won't that be an interesting combination...

Date: 2010-08-25 04:55 pm (UTC)
From: [identity profile] daveon.livejournal.com
Hmmm... proxy wars fought between ideologically opposed super powers in a small South East Asia country... :)

To be honest the Nokia suits still beat the crap out of me. Say what you like about Nokia they fought Qualcomm to a standstill over the CDMA wars and that's practically never done.

Date: 2010-08-25 05:00 pm (UTC)
From: [identity profile] marypcb.livejournal.com
one of the three classic blunders...

Date: 2010-08-25 04:40 pm (UTC)
From: [identity profile] daveon.livejournal.com
HTC are making a painful transition from a manufacturer for other people to a real phone brand. This has not been an easy path for them, as in doing so they've pissed off a lot of their traditional customer base, like Microsoft.

Historically they had real build quality problems - we used to joke that you had to buy HTC phones in 6 packs so you could use them for a year. They seem to be getting around that, but I'll be honest I'm probably not going to own one that I had to buy ever again.

Date: 2010-08-25 04:51 pm (UTC)
From: [identity profile] marypcb.livejournal.com
between 2008 MWC and 2009 MWC they made a huge leap; before that they were nice idea, shame about the build but the Touch Pro 2 is hands down the best phone I've ever had.

Date: 2010-08-25 05:34 pm (UTC)
From: [identity profile] daveon.livejournal.com
Shame about the OS :)

Date: 2010-08-25 06:52 pm (UTC)
From: [identity profile] marypcb.livejournal.com
I didn't hate WinMo itself and I haven't found another OS I like better (all the Android phones I like are HTC) - but I'm obviously a minority!

Date: 2010-08-25 02:22 pm (UTC)
From: [identity profile] chris-gerrib.livejournal.com
I don't really have a dog in this fight, and I use a (work-provided) iPhone, but as this post shows it's always important to separate hype from reality.

Date: 2010-08-25 04:40 pm (UTC)
From: [identity profile] daveon.livejournal.com
I'm curious about the work iPhone especially for a bank. One of the real problems for Apple is the lack of security. When M (the wife) worked for a bank in London you could have Blackberry, Blackberry or Blackberry...

Date: 2010-08-25 04:51 pm (UTC)
From: [identity profile] chris-gerrib.livejournal.com
We're not using Apple's email app - rather a portal to Exchange.

Date: 2010-08-25 05:00 pm (UTC)
From: [identity profile] marypcb.livejournal.com
which iPhone? the one that lies about doing Exchange encryption or the one that actually does it?

Date: 2010-08-25 06:50 pm (UTC)
From: [identity profile] marypcb.livejournal.com
no hardware for Exchange encryption then ;-) I'd assume your portal does something to compensate for that

Date: 2010-08-25 07:46 pm (UTC)

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