$13m for Idle Screens?

On 08/06/2010, in 1, by Volker

Taiwanese handset maker and Android maven HTC has bought French idle-screen specialists Abaxia for $13m (or so industry sources say). Abaxia says it increases ARPU

by putting services at a zero-click distance to the user and pushing services directly to the front screen.

Think push notifications to a J2ME feature phone. Abaxia works with carriers and OEM to optimize the interface across multiple devices from different suppliers, which seems an apparent benefit to carriers as it will allow them to make their on-device brand communication consistent throughout the handsets available through them. That an OEM should then buy the company could therefore surprise…

And as to the use of idle screens? Hm, I am not totally convinced: an idle screen is, well, idle. I may be tempted to jump to it if an app sends me something from a friend (because, hey, it’s a friend in need) but I am not sure if the same attention can be garnered from the latest and greatest service offer from your operator. This is however what Abaxia claims it excels in. According to its website, the company helps

to drive not only data revenue but [...] to recover failing voice ARPU and secure advertising ARPU.

And here, well, show me the money. I have yet to see a convincing solution for this, and I am not sure if an attempt to capture the idle screen is the way to go.

However, when it comes to interface improvements, it might just work. So all might not be lost. And, in any event, congratulations to the teams at Abaxia and HTC!

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Smartphone Market Shares Q1/2010

On 19/05/2010, in 1, by Volker

Gartner published the latest smartphone numbers for Q1/2010 (or so I read), and it is testament to the continuing rise of this segment: sales increased by nearly 50% year-on-year (and do remember that there was this recession-thing last year). Total sales were 54.3m units in the first quarter of this year. Not too shabby!

On the OS side, the rising stars are Android (9.6% global market share from 1.6% a year ago), which is now bigger then Windows Mobile (and it took it only a year!) and iPhone (15.4% vs 10.5% in Q1/2009). The silverback gorilla still is Symbian which dropped to 44.3% from 48.8%. Blackberry is also down (albeit only slightly: 19.4% from 20.6%).

Here’s a table:

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Has Android Got Game?

On 17/05/2010, in 1, by Volker

According to a recent report, Android has zoomed past Apple in US smartphone OS share, taking the #2 spot with 28% behind Blackberry (36%) but now ahead of Apple iPhone OS with 21% (and, yes, I know that Apple somewhat lamely queried the accuracy of this). Be it as it is, Android is growing (and we all knew that, did we not?). According to Google’s CEO, Eric Schmidt, the company now sees 65,000 new phones being activated per day; this equates to a run rate of 23.7m for the year.

This is good news for handset manufacturers like HTC, Motorola and Samsung (all of who are shipping successful Android devices) as well as Google (which is fairly tightly embedded in the whole thing) but does it also reflect on the wider ecosystem of developers producing applications and services for the platform?

The main points that are usually mentioned are:

  • Low overall numbers: Digital Chocolate’s CEO Trip Hawkins moaned the company sold less than 5,000 units of its hit game “Tower Bloxx” on Android Market, which was indicative for the lack of uptake. If that is so overall, may remain to be seen. I beg to take into a account that Android as a platform is fairly new and the overall install base is still smaller than its competitors.
  • High price-sensitivity: according to an AdMob survey in January 2010, 12.6% of Android apps are paid vs. 20.4% on iPhone OS; the same survey revealed however that the average monthly spend was actually similar on Android ($8.36) and iPhone ($8.18) though higher on iPod Touch, which runs the iPhone OS, too ($11.39).
  • Return policy: Google allows users to return an app for a full refund within 24 hours of purchase. This is seen particularly onerous for games (a lot of which can be played start to finish inside that time frame).
  • Discovery: developers feel Google fell well short of Apple on this one. There is no possibility to discover apps from outside a mobile device (i.e. no iTunes) and Google has not really done anything in terms of marketing either (very much unlike Apple).
  • Ease of purchase: I would like to add ease of use of the buying process. Registration with Google Checkout is a far, far cry from setting up an iTunes account. This will very likely change very, very soon as Google will add carrier-billing now that it decided to move distribution of its branded Google Nexus One from D2C web-only distribution to the usual carrier model.

So what about it? Let us not forget how young Android is – even compared to the adolescent iPhone. The platform launched from an install-base of zero some 18 months ago, with the HTC G1 being the only device out there – and available through a single US carrier, T-Mobile (with a market share around 12%). Whilst I do not want to take anything away from Apple’s superior accomplishments with the iPhone, the growth of Android is not too shabby either! And with a plethora of manufacturers deploying Android-based handsets now (cf. the growth numbers above), Android is likely to be powering into the fore even more (irrespective of whether or not the above stats on it overtaking iPhone OS in the US already being true).

Price-sensitivity is not actually as bad as people think: the aforementioned AdMob survey shows nigh identical average spending patterns. Personal impressions may again be hampered with by early experiences: be reminded that, initially, there were only free apps out there. They will surely still be hanging around, but will they also for much longer?

Apple has always been extremely scrupulous on approval of applications on its platform. And whilst this may now be held against it every now and then (e.g. in the case of nipples or Pulitzer-price-winning political cartoons), it has helped it to uphold a fairly high standard of quality, which Android was lacking (initially) and which even led to “crap-filter” apps. One can however safely assume that this will change once the market size improves: Apple’s margins might be superior to everyone else in the world but that does not mean that the margins game developers can achieve with it are the same. With Android OS primed to expand at a much faster pace, the numbers will clearly speak for it, and – I would posit – that will bring more and more quality to the store, with the fads sinking fast.

Also, do not forget the big brands: they do not necessarily care for a small share of the audience only. Whilst Android was fledgling and just starting up, they may have held back but, ultimately, they are about reach, and Android is certainly bound to deliver that. I would therefore suggest that we will be seeing an influx of large brands (gaming and otherwise) onto the Android platform very soon, and this will also help user orientation as to what to go for and what not.

The discovery of apps will also be helped by the more open nature of Android. There have been a number of announcement for curated stores by carriers (e.g. Vodafone, Orange, Verizon Wireless, Sprint, etc.), and these will certainly not be allowing a free for all! Besides that, the app store model does per se pose some challenges on developers: the more successful a platform (and/or store) is, the harder it is to be discovered. One might need to look for other solutions in that respect…

The billing side of things is bound to improve, too. With carrier-billing around the corner (cf. supra), this will get easier and better. And also easier and better than it is on the iPhone: charges will simply appear on your carrier bill (smart pipe anyone?). Besides that, the business models for games are undergoing significant changes anyhow: Freemium takes centre-stage, and so it should: the model allows people to try a game out and be charged for it only when they know that a) they like it, b) what they are being charged for (e.g. that coveted sword, a couple of precious lives, or that cool background theme).

Remains the return policy. I have been raising this with Google, and it must be pointed out that similar things exist on the iPhone (they’re just “better” hidden). So besides the obvious (Google’s good intentions came back to haunt them), it is also time to think of new business models (cf. Freemium). It is not something constrained to Android: transparency requires you to deliver value. If you do, there are good and transparent means to monetize that value; and users will follow.

So, yes, there is game in Android. If you don’t believe it now, just wait for it! ;)

Top 10 Mobile Phones January 2010

On 04/02/2010, in 1, by Volker

Everyone’s favourite fashion accessory maker Krusell has published its top 10 list of mobile phones assessed by counting the number of pouches for various handsets again. So without any further ado, here’s the list:

1.(1) Apple iPhone 3G
2.(6) HTC HD 2
3.(4) Nokia E52
4.(2) Nokia 3720
5.(10) Nokia 6700 Classic
6.(5) Nokia 5800
7.(3) Nokia 6303 Classic
8.(-) Nokia X6
9.(9) Samsung B2100
10.(5) Nokia E72
() = Last month’s position.

It is as always: You tell me if this is representative (I would tell you it is not). But since hard numbers are so hard to come by, I thought I’d publish the soft (pouchy) ones instead. So there you go…

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Top 10 Mobile Phones November 2009

On 13/12/2009, in 1, by Volker

The Swedish maker of accessories for mobile phones, Krusell, has been silent since August or so but they now came back with a bang and published the numbers of the top 10 selling phones derived from their accessory sales for both October and November 2009 in quick succession.

I am only giving you the November positions (hint: the October ones are in brackets). It goes like this:

1.(1) Apple iPhone 3G
2.(-) Nokia 3720 Classic
3.(8) Nokia 6303 Classic
4.(-) Nokia E52
5.(2) Nokia 5800 XpressMusic
6.(-) HTC HD2
7.(-) Nokia E71
8.(-) Sony Ericsson Naite
9.(6) Samsung B2100
10.(5) Nokia 6700 Classic
() = Last month’s position.

The iPhone seems to be the darling of Krusell-accessory-buying customers (which may or may not be a matter of concern – depending on your taste. Nokia’s performance is fairly noteworthy though. A little reminder that the Finnish giant is anything but dead. And don’t be fooled: Krusell has stores all over the world, including in the US, which makes the overall top 10 performance of Nokia phones all the more impressive.

As to how meaningful these stats are, I refer you to earlier thoughts (see also here).

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Android 2.0 a Motorola Exclusive???

On 16/11/2009, in 1, by Volker

There have been reports (referred to by this here) pondering if Motorola grabbed an “exclusive” deal with the Google-led Open Handset Alliance for Android 2.0 on its Droid (or, in Europe et al, Milestone) handset. There does not appear to being any formal confirmation of this but it was mentioned that, anecdotally, other vendors (and fellow members of the Open Handset Alliance) like HTC, LG, Kyocera and Samsung were still deploying version 1.5.

They quoted industry analyst Ross Rubin as to why Android 2.0 debuted on a Motorola device:

[...] There could be several reasons. Verizon’s subscriber strength and more direct competition with AT&T and the iPhone may have led it to push for Android 2.0 to be more competitive. Or it could be simple product development timetables. Moving forward, HTC will want to put its Sense user experience on top of Android 2.0, which requires development time. Google wants a healthy Android ecosystem and a competitive Motorola contributes to that.

The article went on to refer to the respective releases for 1.0 and 1.5 (both to HTC). However, one might argue that, for the first two releases, there was not much harm done in working more closely with HTC as they were the front-runners on deploying an Android phone, so that the concerted marketing buzz etc might have been justified. However, now that there is a large number of vendors deploying, one might query the compliance of the term “open source” with such exclusivity arrangements.

It also highlights the dominance Google has in the Open Handset Alliance which might, longer-term, lead to assertions that Google is in fact using the open source road as a cover to push what is effectively an OS largely driven by them. I am not implying that it is and a healthy ecosystem with multiple strong is important in particular for the launch of a new OS in a space so full of powerful multi-nationals but there is a fine line to walk in order to get it right.

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Spotify Mobile: 3UK bundles with HTC Hero

On 19/10/2009, in 1, by Volker

A couple of weeks ago, I pondered Spotify’s impact on music business models and suggested that mobile may have a role to play in the monetization end of it (which is, unless you’re Twitter, an inherent part of a business model indeed). It didn’t take them long:

Today, the UK arm of 3 – always one of the more creative carriers - announced a handset (and not a bad one either) to be bundled with Spotify Premium (i.e. on the go and no ads): users will pay £99 up front, and then £35 a month for 24 months for a tariff including a Spotify Premium subscription covering both PC and mobile, 750 minutes voice calls, unlimited texts, data and Skype-to-Skype calls. Listen up: all bandwidth included. For a streaming service. Now we’re talking!

3 said that the Spotify Premium service was

worth £240

which suggests that they might want to stick to the £9.99 price point (which would surprise me). But then it is hard to tell which bit of such announcements is marketing and which actual price-setting for the sake of royalties and such like…

3 also said

that the deal with Spotify would extend to other products in the coming months, including 3′s mobile broadband service.

Again, I am curious about the price point: the way it is, it would be a nice marketing deal for Spotify but it could be said that not much was going for taking exactly that offer vs just signing up as it is already. A little discounted however (with the difference paid for by 3′s marketing department) might change the ball game altogether…

It’s all good though: I for one am truly intrigued by the prospect of having more than 6 million tracks (equating to, what?, 6 terabyte or so of music) on my phone!

And one little thing on the side: it is – again – an app and not the mobile web that they choose – in spite of bandwidth apparently not being an issue at all. It is thus another argument for the superiority (for the time being) of apps over mobile web when it comes to UI and input constraints.

Top 10 Mobile Phones in August 2009

On 09/09/2009, in 1, by Volker

With what seems a month taken off for summer vacation (at least there was no list available), Swedish phone accessory maker Krusell has again provided us with their top 10 list of mobile phones for the last month. As you probably know by now, they are measuring this by looking at handset-specific accessory sales.

So here it is:

1.(2) Nokia 5800
2.(3) Nokia N97
3.(4) Nokia 6303 Classic
4.(5) Nokia 3109/3110 Evolve
5.(-) Nokia E51
6.(7) Nokia 6301/6300/6300i
7.(-) Samsung i8910 Omnia HD
8.(-) Nokia 6700
9.(8) Samsung B2100
10.(-) Nokia E71

() = Last month’s position.

This list is a bit of an odd one (and, yes, I know that I have voiced concerns about its accuracy before): how come the iPhone 3G shot in from nowhere to #2 in June and, by August has disappeared again completely? What happened to all the HTCs? Gone? Sudden shift in customer demand? Or were Krusell’s products for the respective models maybe just pulled from some stores? Or maybe it’s the looks? It’s odd, odd, odd…

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Mobile Innovation; in Response to Scoble

On 14/07/2009, in 1, by Volker

Egoblogger extraordinaire Robert Scoble has never been known to be shy, and so he declared with his usual great fanfare that Europe did not matter any more in terms of mobile innovation. Why did he say that, you ask? Well, Nokia apparently took him to visit their research lab in Cambridge (no, not in Espoo) as part of a (Nokia-)sponsored geek tour. And Scoble was not impressed. Because (1) everyone appears to have been texting when he was on the tube (how quaint), (2) the N97 isn’t cooler than the iPhone and (3) Symbian is much clunkier than the iPhone’s OS or Palm’s WebOS, Scoble deduces that Europe has had it.

He reduces this loss of leadership in mobile innovation to handsets or, more specifically, to the coolness factor of handsets (“London’s cool kids are [not] hot and bothered” about the N97). And, with that somewhat tight limitation, he might actually be right. Nokia has been losing ground on the coolness and usability front for quite a while. However, when it comes to technical ability, their devices are still quite hot. Scoble basically uses the iPhone plus the first Android-based (Taiwanese [sic!]) phones to declare that the king is dead.

Hardware is a Commodity

Now, let’s try to differentiate a little. Would you say the US have the lead in computer manufacturing? Well, probably not. IBM’s ThinkPads are Chinese, then there is Sony, Samsung, Toshiba, and there is HP and Dell. There is of course also Apple (“designed in California”). Does it matter at all where the hardware is from? No, not at all, and no one really cares anymore. And why not? Because hardware is basically a commodity, that is in a world where one does not actually see that much of the hardware because the interfaces are software-driven. And these are from Microsoft, etc.

In mobile, this has not been true in the past because their were such vast differences in the available hardware that the usability was severely impaired should you have been using, say, a low-end Motorola device as opposed to a high-end Nokia. This is where the myth of European mobile superiority comes from. And, with Apple, RIM and maybe Palm again, this is firmly in North American hands. There are of course Samsung and LG, the Korean powerhouses who drive their market share up and up. Android devices G1, G2 and Magic are from Taiwanese HTC. However, given how far mobile software and indeed services have come: does it really matter either way today? I say it does not.

Here’s the Innovation: Services

If one wants to see where mobile innovation is happening, one would need to go to South Korea, Japan, Finland (not the Nokia research labs but, say, the public transport system where you can pay via SMS for the past couple of years already), Austria (mass deployment of mobile RFID-payments), South Africa (mobile wallets and very evolved mobile marketing services), Malaysia, the Philippines and even Kenya (mobile money transfers). Certainly not the US though, I’m afraid. They are still the country where “can you hear me now?” campaigns rule.

The iPhone has changed a lot of things of course. However, American Idol arguably did a lot more. It brought, shock, horror, texting to the Americans. SMS being, of course, a service. And why, Mr Scoble, should that be bad? Carriers (other than in the US) have made 25% of their revenues and 50% of their profits over the last 10 years with this unassuming little thing. That’s not too shabby, is it? The iPhone (and Palm’s WebOS) have introduced a new level of ease of use, and one that was long overdue. One that woke Nokia, which had comfortably dominated the space with less and less innovation on the software side, up (and Nokia might be a little slow to open their eyes properly). And one that will improve service levels all over the world.

Where the Big Market is

However, let us also not forget that the best-selling phone of all times is the Nokia 1100. No, it doesn’t do Java. It has a battery life of close to 20 years though and comes with a flashlight installed. Both very handy things to have in rural parts of developing or emerging countries. Nokia is having a fairly comfortable market share in these countries. I am not sure if that is a good thing to rest on though: as these markets, they demand more sophisticated devices. And because the computer penetration is much lower than in Europe, Japan, South Korea and North America, the significance of evolved mobile devices will be even more important. Nokia thought this would carry it through. However, we are seeing now that that might not be so: its smartphone market shares are rapidly decreasing.

Europe is not Europe

One last word on Europe: distinct to what Mr Scoble appears to have in mind, Europe is not a country, and this is not meant to be sarcastic. Europe is a pile of little countries and in each of them a couple of carriers rule like little kings. It makes for an extremely complex (and, consequently, low-margin) playground to deploy services. The US (as well as some of the huge Asian countries) have the incredible opportunity to deploy applications and services in one language through less than a handful of carriers to hundreds of millions. No such thing in Europe.

And this is why the US should lead in every aspect really: it is an evolved, competitive economy and it enjoys the tremendous upside of being (almost) completely aligned as to the framework: language, currency, carriers, billing systems, legal system, etc. This is the reason why the US has indeed leapfrogged Europe, the continent, when it comes to basic mobile applications: economies of scale are much easier to achieve there.

Software, Services, Interfaces

When one looks at Nokia in its current state as the sole indicator of where European mobile innovation is, one might be disappointed (as I pointed out numerous times, e.g. here). However, when one looks at how concert tickets are being sold via mobile, public transport, parking fees and vending machines all using mobile as a wallet solution, or indeed Obama making his latest speech available via SMS (there are more than 10x as many mobile phones in Africa than PCs according to Tomi Ahonen), then one can and should still be awed. And, no, in spite of its President the US is not (yet) close in this respect.

I hope, however, the US will catch up on this front sooner rather than later, too. Because of the size of the market and the aforementioned advantages, it would unleash incredible opportunities that would bring all of us fantastic new services and applications. And, Mr Scoble, it does not matter if these are 160 characters or polished web pages; it depends on what you want to do with it (as you, being one of the most prolific Twitterati, surely know).

I did not text anymore because I hated the UI and could not stand the clunky interfaces (in spite of T9; I’m too old, I guess). I started again with the iPhone. Why? Because – distinct what some people say – it’s a great interface: it displays the conversation, it looks neat and I have a full keyboard (the touch screen works much better than I feared; and I used a Blackberry for years and years). But that is not a question of the device or the technology, it is solely a question of the software. I would be much happier if I could also use my iPhone (or any other phone) to buy my newspaper (which I can with an RFID-equipped credit card in this country and which I could do in, say, Austria, a country with 2/3 the population of Illinois and a footprint smaller than Maine).

What Scoble misses (or omits in his post) is that the next leap in innovation will be a service-driven one (just as we saw on the Internet: first hardware, then basic apps, now sophisticated services).

Mobile has had the hardware phase, it is going through a “basic” app phase, and some European, African and Asian countries have entered the value-added services phase already, some years and years ago in fact! Compared to the US, they’re leading, by a lot! They’re perhaps just too small for the Robert Scoble to realize they’re there… But, as I said above: this is not about Europe leading the US (apart from the fact that it would appear to being Asia that is truly leading and has been for a while): it is about the evolution of an incredibly powerful communication device that is being unlocked for more and more applications and services; and this is independent from country and nationality!

Along those lines: why, Mr Scoble, should it be a bad thing that Europeans now “must” visit Cupertino and Mountain View. California is nice, isn’t it? Not a bad thing to go visit every now and then at all! We’re living in a large world, Mr Scoble, not only on a single continent, and mobile is a facilitator spurning new ecosystems, not only a device.

Image credit drawing: http://www.aartkom.cz

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Microsoft App Store Better than Apple!?

On 12/03/2009, in Uncategorized, by Volker

Microsoft has a central market place for Windows Mobile applications in the making. It is the latest (and maybe the last) of the big smartphone platform makers to come forth with such a model. And – with a probably already somewhat reflexive jab to its Cupertino nemesis (yes, Mr Gates’ children are not allowed iPods), it vowed to be more open to outside software developers.

Apple is indeed not known for the most proactive approach to external partners but it does have a bit of a name for being a “good company”. Microsoft on the other hand is, rightly or wrongly, not really known for this. It would be a nice move. Other than that – also somewhat familiar – Microsoft’s store is said to be closely following Apple’s lead, even the revenue share (70% to developers) is apparently the same. The only difference would then be the openness. This is presumably being highlighted following a couple of incidents where developers complained that Apple had not accepted their applications without giving them a good reason. If Microsoft were to make this bit better, it would constitute a significant improvement as it would save developers from spending money on application development only to see them canned.
The rationale for Microsoft’s move is utterly simple: a) there are more Windows Mobile apps out than iPhone ones (20,000 they say). It is just a wee bit more difficult to find them, b) everyone else (RIM, Nokia, Android, hell, even Palm) does it, and c) Apple is insanely successful with it.

The big question that remains is if the integration of the store will be as seamless as Apple’s. The key differentiator is that Apple has managed (which no other OEM has so far) to impose a strictly regulated environment from end to end: its program has an easy entry (a few paragraphs with a click-through agreement), a fairly well-controlled development environment and a unified output (the store), which is the same anywhere in the world. Even the biggest OEMs have struggled to impose anything even resembling this kind of control. Windows Mobile runs on a number of the tier-2 players (HTC) that have done the opposite to Apple: HTC willingly gives away its branding in favour of a carrier brand and is content to provide the hardware. Since it can be expected that at least the larger carriers will be keen to run app stores of their own, Microsoft will struggle more than Apple (which was a highly anticipated new market entrant with a tremendous brand message) to assert this type of dominance over carrier specs. The recent rumours of lower Windows Mobile output won’t necessarily help either.
I would welcome a success from Microsoft; let Apple not grow overly content…
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Smartphone Market Shares & Growth

On 12/03/2009, in Uncategorized, by Volker

World market leader Nokia had a bruising 2008, at least in the smartphone field. According to a study, the Finns’ market share in this segment dropped by 10% to a – well – still fairly respectable 40.8% in Q4/2008 (as compared to 50.9% a for the quarter in the previous year). Painful!

The big winners were RIM (growth of 84.9% year-on-year), Apple (111.6%) and Samsung (138%) although the latter grew from a fairly low share (1.8%). HTC was up 20% but its carrier-branded handsets (T-Mobile G1, etc) were not listed under its own tab but under “others”, so there might actually have been more (probable when considering that the company’s profits rose sharply in Q4/2008 on G1 sales).
Apple, interestingly, is said to have suffered a fall of sales during Q4/2008 with growth in that quarter driven by the Blackberry Storm, T-Mobile G1 and strong Samsung sales. On the OS side, Windows Mobile made headway, mainly via the successful HTC Touch line and the Samsung Omnia.
Overall smartphone sales in Q4/2008 were 38m and 140m for the whole year. This seems to tie in roughly with the numbers I discussed earlier this month.
The changes are of interest to the content industry, too. Smartphones make for a disproportionate amount of content consumption, and smartphones also lead the way for the new app stores that are breaking through everywhere after Apple showed its competitors just how much consumers are craving content. RIM is out of the blocks, as is Android. Nokia announced its Ovi Store and runs similar programmes with N-Gage, NCD and Comes with Music already and Windows Mobile has just announced the shop it will launch itself. Remains to be seen where Palm will go with its Pre and WebOS: it only had 0.9% of the market (some faithful Treo users!) and hence lots of catching up to do. And what about the newly coined JavaFX?
Here are the charts (courtesy of Gartner via Cellular News) for 1) Q4 2008 by vendor, 2) all of 2008 by vendor, 3) Q4/2008: by operating system and 4) all of 2008 by OS:

Worldwide: Smartphone Sales to End Users by Vendor

(Thousands of Units)

Company 4Q08 Sales Market Share4Q08 (%) 4Q07 Sales Market Share4Q07 (%) 4Q07-4Q08 Growth (%)
Nokia 15,561.7 40.8% 18,703.3 50.9% -16.8%
RIM 7,442.6 19.5% 4,024.7 10.9% 84.9%
Apple 4,079.4 10.7% 1,928.3 5.2% 111.6%
HTC 1,631.7 4.3% 1,361.1 3.7% 19.9%
Samsung 1,598.2 4.2% 671.5 1.8% 138.0%
Others 7,829.7 20.5% 10,077.3 27.4% -22.3%
Total 38,143.3 100% 36,766.1 100% 3.7%


Worldwide: Smartphone Sales to End Users by Vendor, 2008

Company 2008 Sales Market Share 2008 2007 Sales Market Share 2007 Growth
2007-2008
Nokia 60,920.5 43.7% 60,465.0 49.4% 0.8%
RIM 23,149.0 16.6% 11,767.7 9.6% 96.7%
Apple 11,417.5 8.2% 3,302.6 2.7% 245.7%
HTC 5,895.4 4.2% 3,718.5 3.0% 58.5%
Sharp 5,234.2 3.8% 6,885.3 5.6% -24.0%
Others 32,671.4 23.5% 36,176.6 29.6% -9.7%
Total 139,287.9 100% 122,315.6 100% 13.9%


Worldwide: Smartphone Sales to End Users by Operating System, 4Q08

Company 4Q08 Sales Market Share 4Q08 4Q07 Sales Market Share 4Q07 Growth
4Q07-4Q08
Symbian 17,949.1 47.1% 22,902.5 62.3% -21.6%
RIM 7,442.6 19.5% 4,024.7 10.9% 84.9%
Windows Mobile 4,713.9 12.4% 4,374.4 11.9% 7.8%
Mac OS X 4,079.4 10.7% 1,928.3 5.2% 111.6%
Linux 3,194.9 8.4% 2,675.9 7.3% 19.4%
Palm OS 326.5 0.9% 449.1 1.2% -27.3%
Other OSs 436.9 1.1% 411.3 1.1% 6.2%
Total 38,143.3 100% 36,766.1 100% 3.7%

Note: The “Other OSs” category includes sales of Sharp Sidekick devices based on the Danger platform.

Worldwide: Smartphone Sales to End Users by Operating System, 2008

Company 2008 Sales Market Share 2008 2007 Sales Market Share 2007 Growth
2007-2008
Symbian 72,933.5 52.4% 77,684.0 63.5% -6.1%
RIM 23,149.0 16.6% 11,767.7 9.6% 96.7%
Windows Mobile 16,498.1 11.8% 14,698.0 12.0% 12.2%
Mac OS X 11,417.5 8.2% 3,302.6 2.7% 245.7%
Linux 11,262.9 8.1% 11,756.7 9.6% -4.2%
Palm OS 2,507.2 1.8% 1,762.7 1.4% 42.2%
Other OSs 1,519.7 1.1% 1,344.0 1.1% 13.1%
Total 139,287.9 100% 122,315.6 100% 13.9%

Note: The “Other OSs” category includes sales of Sharp Sidekick devices based on the Danger platform.

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Top 10 Mobile Phones in February 2009

On 06/03/2009, in Uncategorized, by Volker

Here’s the list of the 10 best-selling phones (judged by accessory sales) as compiled by Krusell, our Swedish holster-maker friends. I will not comment further on the sense or nonsense of this information but reference what I said previously about it.

So without any further ado, here’s the list (in brackets the ranking from the previous month):
1. (1) Samsung SGH-i900/i910 Omnia
2. (2) HTC Touch HD
3. (5) Nokia 6300
4. (3) Nokia E51
5. (4) Blackberry Storm
6. (8) Nokia E71
7. (6) Nokia 3109
8. (-) Nokia 5800
9. (7) Sony Ericsson X1 Xperia
10. (-) Nokia 3120
The most noteworthy new entry is the Nokia 5800 (XpressMusic), and the holster-maker’s CEO reckons it would shake up the top 3 next month. After Nokia’s most recent US launch disaster (see even more poignantly here) for the device, this will sadly but almost certainly not be driven by US sales though…
And as for the remainder: I remain skeptical about the measure (holsters). Other surveys (based on sales, like Sound-Scan used to do for CDs) show VERY different results.
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Top 10 Mobile Phones in January

On 31/01/2009, in Uncategorized, by Volker

Our beloved manufacturer of carrying cases for portable electronics, Krusell, enlightens us again with their top 10 list of best-selling phones for the month of January 2009 (or should that be best-selling phone holsters?). 

1. (1) Samsung SGH-i900/i910 Omnia
2. (-) HTC Touch HD
3. (9) Nokia E51
4. (-) Blackberry Storm
5. (2) Nokia 6300
6. (5) Nokia 3109
7. (7) Sony Ericsson X1 Experia
8. (8) Nokia E71
9. (-) Nokia 6220
10. (10) HTC Diamond
The number in brackets is the rank from the prior month.
Now, as compared to all of 2008, the iPhone went from #1 to nowhere. I explained this before: they track phone sales by the number of model-specific accessories sold, and I am still not sure if that makes any sense. I see this more in practical terms: the “suits” carrying around their business phones do not seem to have the fashion sense to realize that specific phone cases is nothing that one does (this is also popular with taxi drivers), and therefore it seems obvious that a lot of “business-type” phones are in the list (and none of the “classic” Blackberries because they have their uber-cool faux-leather holster in the box (and, yes, that’s the piece I throw away first!). 
Let me know what you think!
Photo credit: http://blogfreespringfield.com/wp-content/uploads/image/holster.jpg

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Best-selling Mobile Phones 2008

On 13/01/2009, in Uncategorized, by Volker

There is this Swedish maker of phone pouches and accessories, Krusell, and they deduce from the number of model-specific pouches (or cases) ordered from them the top-selling handsets each year. And the winner is the iPhone. Or is it only that iPhone users buy more pouches than others in order to protect their shiny toy? We don’t know. 

Anyway, here’s the list (via Cellular News):

1.       (-) Apple iPhone

2.       (-) Nokia 3109

3.       (2) Nokia 6300

4.       (-) Nokia E51

5.       (-) HTC Diamond

6.       (-) Nokia N95 8GB

7.       (-) Sony Ericsson K800i

8.       (-) Sony Ericsson C702

9.       (-) Sony Ericsson K850i

10.    (-) Sony Ericsson K530i 

() = last year’s position.

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GPS Most Wanted

On 21/12/2007, in Uncategorized, by Volker

The Global Positioning System (better known by its acronym GPS) sees a meteoric rise to popularity on mobile phones. According to a survey 24% of all Americans want GPS as a feature on their next phone, and they seem to be served: nearly every large OEM offers the feature in their higher-end models already and others rack up to get there (Nokia N95, HTC Touch, Blackberry 8800, to name a few). And – no buzz without the iPhone these days – there is rumour that one of the GPS leaders, TomTom, is developing the respective module for the iPhone.

As the feature shows appeal to a very wide demographic, this might become a feature like the camera today: initially dissed (“who needs a camera in his phone?”), camera phones are the overwhelming standard today and are putting ever-increasing pressure on digital cameras (well, OK, probably not the high-end SLR but otherwise).

This is not entirely surprising: one does not normally turn to one’s phone when feeling the urge for a movie but it provides true value-add when you walk through the streets of an unknown city (or unknown district of your home town) looking for the right street, and you can actually turn to your phone’s GPS function.

GPS of course provides a completely new take to the holy grail of mobile services, namely LBS (or: location-based services), too. I prefer the term location-aware as such offerings need not necessarily be “based” on this. Way beyond simple “sat nav”, everything from dining out, clubbing, flirting, and generally looking for like-minded people in a given environment would be greatly enhanced by such features. Not to mention marketeers of retailers and consumer brands who are surely already drooling on the thought of what they could do when they could lure consumers into their shops with tailor-made offers just when they walk past their shops. ZagMe was a bit too early for this, it seems but then this was pre-GPS. Brave new world?

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