Mobile data revenue will grow 23% to $315 billion this year, Gartner says

By on August 5, 2011 at 7:11 AM.

Mobile data revenue will grow 23% to $315 billion this year, Gartner says

Mobile data connections are poised grow 11% in 2011, driving global mobile data revenue to $314.7 billion. Market research firm Gartner on Thursday said mobile data connections will reach 5.6 billion this year compared to 5 billion in 2010, driving global revenue from mobile data up 22.5% from the $257 billion earned last year. “Mobile data traffic will increase significantly as more people will have access to mobile data networks, there is a migration toward smartphones and an increase in sales of media tablets,” said Gartner analyst Jessica Ekholm in a statement. “Mobile data volumes will continue to grow as mobile data networks become faster and more ubiquitous, while at the same time the number of data users and data usage per user is expected to grow.” Gartner sees global mobile data connections growing steadily over the next few years, reaching 7.4 billion in 2015 creating $552 billion in revenue. Preparing networks for this growth is something carriers need to focus on. “What carriers currently need are innovative ways to increase data revenue while finding smart solutions to manage a growing demand in data,” said Gartner research director Sylvain Fabre. “Ultimately, it will be the consumer who chooses the content he or she wants to use, and carriers need to ensure that the quality of experience is good. A substandard user experience may lead to higher churn.” Gartner’s full press release follows below. More →

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Apple iPhone shipments surge 142%, IDC says

By on July 29, 2011 at 11:10 PM.

Apple iPhone shipments surge 142%, IDC says

Research firm IDC released its latest Worldwide Mobile Phone Tracker report on Thursday and revealed that shipments of Apple’s iPhone jumped 142% over the same period last year. Samsung’s shipments rose 10% year-over year, ZTE saw a 36% increase in shipments and LG’s shipments dropped 18.9%. The entire mobile phone market grew 11.3% year-over-year, but that was lower than IDC’s 13.3% growth projection. The feature phone market declined 4% as the U.S., Japan and Western Europe jumped on the smartphone bandwagon. “While this is not a new trend – smartphones have been the primary engine of growth for the last several quarters – it does mark something of a transition point, as demonstrated by the growing number and variety of smartphones featured in the vendors’ portfolios,” said Ramon Llamas, senior research analyst with IDC’s mobile phone technology and trends team. Read on for IDC’s full press release. More →

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Apple reports Q3 earnings; crushes on iPhones, slays on iPad numbers, profits up 125%

By on July 19, 2011 at 4:37 PM.

Apple reports Q3 earnings; crushes on iPhones, slays on iPad numbers, profits up 125%

Apple on Tuesday reported earnings for the third quarter of fiscal 2011. Shares of Apple Tuesday were trading at near-record levels as investors expected Apple to post its biggest June quarterly earnings ever, and the company didn’t disappoint. Wall Street was predicting revenue of $24.92b, a whopping 58% YoY increase, and Apple’s revenue for the June quarter came in at a mind-blowing $28.57b. Analysts predicted 16.5 million iPhones, 4.2 million Macs, and 7.8 million iPads with actual sales coming in at 20.34m iPhones, 9.25m iPads, and 3.95m Macs. Press release is after the break:

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As analysts and investors jump ship, Macquarie sees opportunity in RIM

By on June 27, 2011 at 12:01 PM.

As analysts and investors jump ship, Macquarie sees opportunity in RIM

Following first-quarter earnings that sent investors and the media into a tizzy, analyst coverage of RIM has been fairly monotone. The consensus? The company is doomed. Sure, there’s been an odd half-hearted vote of confidence here and there, but the majority of analyst coverage we’ve seen has been negative and investors are exiting en masse. In a 45-page report published last Tuesday, however, analysts at Macquarie Capital Markets paint a different picture of RIM’s business. Despite product delays and declining market share, the firm issued an Outperform rating and set a 12-month target on shares of RIM stock at $40. Read on to find out why. More →

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PC sales will slow in 2011 due in part to iPad, other tablets

By on June 9, 2011 at 6:00 AM.

PC sales will slow in 2011 due in part to iPad, other tablets

Market research firm Gartner on Wednesday said that growth of PC sales would slow to 9.3% in 2011 as consumers reduce spending and hold onto their PCs longer. Gartner had previously projected that PC sales would grow 10.5% this year. Beyond belt tightening, Gartner notes that the slowed PC growth is due in part to strong sales of Apple’s iPad line and other tablets. The issue is not that tablets are replacing personal computers, however, as Gartner says these media tablets have just caused consumers to delay new PC purchases. “Consumer mobile PCs are no longer driving growth, because of sharply declining consumer interest in mini-notebooks,” said Gartner research director Ranjit Atwal in a statement. “Mini-notebook shipments have noticeably contracted over the last several quarters, and this has substantially reduced overall mobile PC unit growth. Media tablets, such as the iPad, have also impacted mobile growth, but more because they have caused consumers to delay new mobile PC purchases rather than directly replacing aging mobile PCs with media tablets. We believe direct substitution of media tablets for mobile PCs will be minimal.” Gartner’s full press release follows below. More →

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Facebook closing in on 700 million friends

By on June 1, 2011 at 6:18 AM.

Facebook closing in on 700 million friends

Facebook continues to be an overwhelmingly dominant force in the social space and according to Facebook stat tracker Socialbreaker, the massive social network is rapidly approaching 700,000,000 users worldwide. Emerging markets are showing the most growth by far, lead by Brazil, which grew by 11.4% in May of this year alone as it added nearly 2 million users. Indonesia added 1.5 million users, the Philippines added 1.3 million and Mexico and Argentina closed out the top-5, adding 1.1 million users each. The U.S. is still the top country in terms of volume of Facebook users with a staggering 149.4 million users, and Indonesia sits at a distant second with 37.9 million according to Socialbreaker. Turkey, the U.K. and India round out the top-5 with 28.9 million, 28.6 million and 26.6 million users, respectively. More →

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Android’s U.S. smartphone OS market share plateaus in latest Nielsen report

By on May 31, 2011 at 3:52 PM.

Android’s U.S. smartphone OS market share plateaus in latest Nielsen report

According to new data released by Nielsen on Tuesday, Android’s market share has hit a plateau in the United States. Android remains the most popular operating system — ahead of iOS and BlackBerry OS, and Windows Mobile — with a 36% share of the market. However, that figure is on a par with the 37% share it had in Nielsen’s last report, released in April, when the operating system made a 22% leap over the study released in June 2010. Nielsen also found that 26% of U.S. mobile users own an iPhone, 23% carry a BlackBerry, 9% use Windows Mobile, 2% carry HP webOS devices, 2% have a Symbian-powered phone, and just 1% have a Windows Phone 7 device. Android users devour the most data, too, downloading an average of 582MB of data each month, compared to the 492MB of data that iOS users download and the 448MB of data HP webOS users consume. Hit the jump for a two more charts reflecting data from Nielsen’s report. More →

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Apple chews away at Nokia, posts best smartphone share growth in Q1

By on May 10, 2011 at 2:11 PM.

Apple chews away at Nokia, posts best smartphone share growth in Q1

According to new data from IHS iSuppli, Apple’s smartphone market share increased 14.9% during the first quarter of this year — more than any other phone maker. The Cupertino-based company had a 19.2% grip on the smartphone market and shipped 18.6 million units during the first quarter. Nokia, the global smartphone leader, shipped 24.2 million units during the quarter and maintained a 24.9% share of the smartphone market, down 14.5% sequentially. RIM outperformed the market and shipped 14.8 million smartphones, placing it in third place with a 15.2% share, up 4.2% sequentially. It was followed by Samsung (13% share, 12.6 million units shipped), and HTC (9.9% share, 9.6 million units shipped). “Apple’s smart phone market share in the first quarter was boosted by the introduction of its first iPhone model with [CDMA] as well as by the addition of Verizon Wireless as a carrier in the United States,” said Tina Teng, senior analyst, wireless communications, for IHS. “Not only did this allow Apple to expand its target market and boost shipments, it also placed additional pressure on rival smart phone brands—including Motorola, Samsung, LG and HTC—that focus on Verizon Wireless as a major customer.” Hit the jump for the full release. More →

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Acer still sees life in netbook market, new models coming this summer

By on May 5, 2011 at 4:39 AM.

Acer still sees life in netbook market, new models coming this summer

Acer believes there’s still consumer interest in netbooks despite the surging tablet market, and the firm recently said that it’s not giving up on the mini notebooks just yet. “Tablets have impacted overall netbook sales, but we’re not stepping away from the [netbook] segment,”Acer’s senior product marketing and brand manager, Eric Ackerson, told Forbes. “We think there’s still opportunity for sales, including in the U.S.” Acer’s not ignoring the tablet market — its Acer Iconia Tab A500 recently launched in the United States — but it also has some new netbooks up it sleeves that are expected to launch later this summer. The firm believes that netbooks, which are typically priced far below tablets, are beginning to offer an experience that’s on a par with notebooks thanks to bumps in hardware specs. “The death of netbooks is overstated,” Lisa Emard, an Acer spokesperson said. “We may not see the same explosive growth as before, but the netbook price point is still killer,” she added. More →

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Apple may become the first $1 trillion company [video]

By on May 3, 2011 at 2:11 PM.

Apple may become the first $1 trillion company [video]

Giddy over Apple’s consistent staggering growth — and seemingly giddier over the iPad — Formula Capital managing partner James Altucher believes that Apple is poised to become the first $1 trillion company. In fact, Altucher thinks Apple could already be a $2 to $3 trillion company. According to Altucher, Apple can basically do no wrong — he believes demand for the iPad 2 will continue to grow and then new products like the iPhone 5 and iPad 3 will send demand for Apple devices through the roof. He goes on to state that Jobs’ eventual departure from the company won’t even have a significant impact on Apple’s future, as many analysts expect, thanks to other great innovators within Apple such as Tim Cook. Apple’s market capitalization is currently around $320 billion, so its stock price would have to balloon to about $1,000 for Apple to hit $1 trillion. Hit the break for an enthusiastic Altucher talking up Apple in an interview with Business Insider. More →

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IDC: mobile phone market grew 20% in Q1 fueled by smartphones

By on April 29, 2011 at 9:29 AM.

IDC: mobile phone market grew 20% in Q1 fueled by smartphones

The mobile phone market grew almost 20% year-over-year during the first quarter of 2011, IDC has stated. The reason? Smartphones, smartphones, and more smartphones. The firm reports that worldwide smartphone growth was particularly fast in the Asia/Pacific region, as well as in the Middle East, Africa, and Latin America. As far as hard numbers, it’s stated that 371.8 million units were shipped in the first quarter of this year, contrasting with 310.5 million units in the first quarter of last year. Nokia remains the world’s largest mobile handset maker, however, the company’s market share dropped over 5% YoY. Apple maintained the number four spot while also posting the highest rate of growth amongst the top 5 worldwide leaders, with over 5% of the market share and 114.9% growth year-over-year. White iPhones not included. More →

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Tablets fuel 7% growth in global PC market, report says

By on April 28, 2011 at 10:33 AM.

Tablets fuel 7% growth in global PC market, report says

According to a new report issued by Canalys today, the global PC market grew 7% during the first quarter of this year – largely fueled by tablets. There were 88.6 million PC shipments during the quarter, up from 82.8 million during the same quarter last year. HP had a 66% share of the shipments, followed by Acer (12.8%), Dell (11.3%), Apple (9.5%), Lenovo (9.2%), and others (40.6%). “Apple set the standard in the pad market, mainly at the expense of notebook and netbook shipments, as pads competed for a share of consumer IT spend,” Canalys said, noting that Apple’s iPad products accounted for 74% of the 6.4 million tablets shipped globally in Q1. “The [tablet] represents a real threat to PC and consumer electronics vendors, as it is capable of replacing devices in a range of other categories,” Tim Coulling, a Canalys analyst, said. Hit the jump for the full release. More →

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IDC: Tablets, eReaders to fuel semiconductor growth; 120% increase expected in 2011

By on April 6, 2011 at 7:49 PM.

IDC: Tablets, eReaders to fuel semiconductor growth; 120% increase expected in 2011

Market analytics firm International Data Corporation (IDC) is predicting a big boom for semiconductor manufactures in 2011. Citing strong tablet and eReader-based semiconductor revenues — $3.3 billion in 2010 alone — IDC is predicting an additional 120% growth rate in 2011. “Media Tablets and eReaders are two devices that share components but whose bills of materials (BOM) are optimized for very different functions,” writes IDC. “The 2010 average Tablet semiconductor BOM was nearly one and one half times as much as the BOM for eReaders.” The firm also notes that 99% of advanced processing unit shipments in 2010 were based on ARM technology. IDC predicts that ARM will continue to have a stranglehold on the industry in 2011, only shedding one to two percentage points as x86 tablets begin to trickle into the market place. Hit the jump for the full press release. More →

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