Apple
Apple’s Mobile Share
Apple reached 75% of profit share, nearly 40% of revenue share and 9% of units share.
Two great posts from Asymco here and here.
Reissued patent could give Apple control of location-based services
Apple Insider reports Apple has been granted a location services patent that is so basic it could possibly cover any existing location-based system, giving the iPhone maker a powerful weapon in its already formidable intellectual property arsenal.
It was revealed that the US Patent and Trademark Office issued Apple a patent on Tuesday that pre-dates current [...]
More than 321 Million Handsets Shipped Globally in 2Q-2010
ABI reports Nokia continued to shed market share, declining to 34.5%
Samsung was #2
LG notched up an increase in share to 9.5%
RIM, with a 3.5% share
Apple with a 2.6% share
Motorola with a 2.6% share
Handset supplier revenue change
Source: BoA, Merrill Lynch
Smartphone OS Strategy
Source: Barclays Capital
Perhaps a better approach to examine rather than trying to ascribe a specific strategic value to WebOS, is to examine the competitive landscape in order to assess which vendors could potentially utilize the asset. In our view, while we cannot shut out the possibility of any leading OEM being interested in Palm, we believe [...]
Smartphone Market by OEM
Source: BofA, Merrill Lynch
From the perspective of unit shipments, last year (trailing twelve months or TTM) shipments of smartphones were 158.9mn, up 6% YoY, a sharp deceleration from the 22% growth in 2008. However we attribute this to the macro weakness.
Nokia slightly lost share, down from 40% in 2008 to 39% in 2009e and down [...]