RIM
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.
RIM Claims It Can’t Find an LTE Chipset, Delays BB10 Half a Year
Nomura analyst Stuart Jeffrey in a research note to investors concurred that this could be the end for RIM or at least was a huge hit. He writes, “We see a high risk that this is too late to turn around RIM’s position and believe the risk of further delays is meaningful. Even in the [...]
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 Operating System Market Share
Source: Merrill Lynch BofA
At the high level, we see stark differences between the strategies of Microsoft and Google. While Google provides the OS for free, aiming to move all services to the Cloud and trying to monetize via ad revenues and user information, Microsoft has tried to replicate its PC model and charge $15 – [...]
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 [...]