Led by Android, global smartphone shipments to reach 614 million units in 2012

By on January 6, 2012 at 7:15 AM.

Led by Android, global smartphone shipments to reach 614 million units in 2012

Smartphones will continue to proliferate around the world in 2012 according to new projections released by Taiwan’s Marketing Intelligence & Consulting Institute. While 2011 was supposed to be the year of the tablet, most slates fizzled while just a few models found success in the emerging market segment. Meanwhile, smartphone sales continued to balloon last year. MIC estimates that global smartphone shipments reached about 452 million units in 2011, with Android having captured 46% of the smartphone market. The firm believes shipments will grow 35.8% to 614 million units in 2012, and Android’s market share will grow to 50% compared to Apple’s 19%. MIC also believes Microsoft’s smartphone share will climb to 13% this year. Read on for more. More →

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As Adobe Flash fades from mobile phones, HTML5 adoption already exploding

By on December 7, 2011 at 1:35 PM.

As Adobe Flash fades from mobile phones, HTML5 adoption already exploding

Adobe announced last month that it was finally putting an end to its efforts with Flash Player for mobile devices, deciding to instead focus on native smartphone applications utilizing Adobe AIR. The wide adoption of HTML5 is seen as one of the driving forces behind Adobe’s decision to discontinue Flash development with regard to the mobile space, and new projections from market research and consulting firm Strategy Analytics suggest that the adoption of HTML5-enabled mobile phones is set to skyrocket. Read on from more. More →

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ABI: Global LTE connections to approach 80 million in 2013

By on October 25, 2011 at 7:25 AM.

ABI: Global LTE connections to approach 80 million in 2013

LTE networks in the United States are expanding at a remarkable pace — after less than a year, the U.S. is already the global 4G LTE leader by subscription volume — and global LTE growth is expected to remain strong in the coming years. Market research and intelligence firm ABI Research last week said that it estimates worldwide LTE connections will reach nearly 80 million by the end of 2013. “We are expecting to see more LTE networks lighting up in the next year or two, but operators are now taking a quieter approach when it comes to deployment,” said ABI analyst Fei Feng Seet in a statement. Read on for more. More →

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Microsoft to own 15% of tablet market in 2014

By on September 15, 2011 at 7:00 AM.

Microsoft to own 15% of tablet market in 2014

Microsoft gave the world a closer look at Windows 8 on Tuesday and while we all wait to see what the tech giant will actually deliver, the company’s vision is believed by some to embody the future of personal computing. Of course Microsoft’s vision entails a multi-pronged approach, but all eyes are on one prong in particular for the time being: tablets. And where these slim, sleek, sought-after slates are concerned, analysts are already beginning to weigh in on Microsoft’s odds. Read on for more. More →

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RIM may be rushing BlackBerry Colt QNX phone amid weak BlackBerry 7 sales

By on September 9, 2011 at 3:00 PM.

RIM may be rushing BlackBerry Colt QNX phone amid weak BlackBerry 7 sales

Research In Motion is said to be rushing its first QNX-powered smartphone to market in light of underwhelming BlackBerry 7 devices sales. In a note to investors on Friday, Jefferies & Company analyst Peter Misek suggested demand for RIM’s new smartphones is not meeting expectations. An earlier report indicated that sales to enterprise customers have been solid thus far, while consumer demand may be lacking. Misek’s checks indicate that sales of BackBerry 7 phones to carriers is “just okay,” while sales of older BlackBerry smartphones continues to decline. The analyst believes follow up orders from carriers will also fall short of expectations, and RIM’s quarterly earnings could take a hit as a result. Read on for more. More →

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Canaccord sees slow PlayBook sales as iPad 2 continues to dominate tablet market

By on September 7, 2011 at 12:00 PM.

Canaccord sees slow PlayBook sales as iPad 2 continues to dominate tablet market

Slower than expected sell-through of Research In Motion’s BlackBerry PlayBook tablet has prompted investment bank Canaccord Genuity to slash its sales estimates for RIM’s first tablet. BGR noted last week that Best Buy’s Labor Day sale likely indicated slow sell-through of at least one PlayBook model, and it looks like a recent round of checks jibes with our take. Canaccord analysts Michael Walkley and Matt Ramsay wrote in a research note that multiple retailers are seeing less than impressive sales of RIM’s slate. “Our August checks continue to indicate soft sales of RIM’s BlackBerry PlayBook with some retailers recently lowering prices on the device in attempt to move inventory,” the analysts said. As a result, Walkley slashed his full-year PlayBook sales projection substantially to 1.5 million units from earlier estimates of 2.2 million tablets. Read on for more. More →

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iPhone estimates trimmed by 10%, Apple still projected to be top vendor in 2011

By on September 6, 2011 at 8:50 AM.

iPhone estimates trimmed by 10%, Apple still projected to be top vendor in 2011

Apple has been projected by DigiTimes Research, the market research and analysis arm of DigiTimes, to become the world’s top global smartphone vendor by shipment volume this year. According to new estimates released by the group on Tuesday, Apple’s iPhone unit shipments will climb 81.9% to 86.4 million in 2011, up from 47.5 million units last year. Smartphones shipped by the soon-to-be dethroned Nokia are projected to drop 25.8% from 100.3 million units in 2010 to 74.4 million in 2011, and Samsung is expected to move 191.3% more smartphones in 2011 than last year, with shipments totaling 67 million units. RIM will ship an estimated 55.7 million smartphones to slide to the No. 4 spot despite 12.8% growth over 2010, and HTC will round out the top-5 with 49.7 million units shipped. DigiTimes has previously cited anonymous sources from Apple’s supply chain in estimating that iPhone shipments would reach 95 million units this year, but an iPhone 5 launch coming later than expected is likely responsible for trimming this figure by nearly 10%. A chart mapping out DigiTimes Research’s 2011 projections follows below. More →

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Apple's iPad will still dominate tablet market after a decade, Needham says

By on August 8, 2011 at 12:15 PM.

Apple's iPad will still dominate tablet market after a decade, Needham says

Apple’s popular iPad line will still dominate the consumer tablet market a full decade after its initial launch, according to one analyst. In a new report, Needham analyst Charlie Wolf sees the iPad’s share of consumer tablet shipments declining gradually over the next nine years to 60% in 2020. 60%, of course, is still an overwhelming share of the market. Future tablets are more likely to steal market share from each other rather than from the iPad, the analyst explains, noting that competitive offerings to date have been greeted by consumers with “a yawn and lackluster sales.” Wolf sees iPad shipments reaching 35.61 million units in 2011, up 137.4% from last year and representing 85% of all tablets shipped. In 2012, iPad shipments will grow to 54.3 million units according to Wolf’s model, and shipments will hit 72.66 million units in 2013. The analyst sees iPad shipments reaching nearly 140 million units in 2020, representing 60% of all tablets shipped that year and accounting for $53 billion in revenue and $16 billion in profit despite an average selling price that will have dropped to $377 from $630 in 2010. Wolf’s 10-year iPad projections follow below. More →

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Unimpressed with new BlackBerry phones, analysts cut RIM targets

By on August 4, 2011 at 11:50 AM.

Unimpressed with new BlackBerry phones, analysts cut RIM targets

BGR took hands-on looks at the all new BlackBerry Bold 9900, the BlackBerry Torch 9810 and the BlackBerry Torch 9850/9860 last night, and while we were pleasantly surprised with RIM’s new hardware, several analysts were not impressed. Jefferies & Co.’s Peter Misek and Sterne Agee’s Shaw Wu each cut their price targets on RIM stock Thursday morning, suggesting that the Waterloo, Ontario-based vendor’s BlackBerry 7 phones just aren’t enough to reignite the public’s interest in BlackBerry devices. “Handset shipments will be worse than expected in the November quarter despite the sell-in of new OS 7 handsets,” Misek wrote Thursday in a note to investors. RIM said on Wednesday that the upcoming BlackBerry device releases across more than 225 carriers will be the vendor’s biggest launch ever, but Misek isn’t convinced that the handsets will get enough of a push. “Preliminary reviews of the handsets cite improved speed but a browsing experience still inferior to Android and iOS. We do not believe carriers will put extensive marketing dollars behind the new handsets,” he wrote. Shaw Wu at Sterne Agee said the devices were “better late than never,” but like Misek, he’s still not convinced the devices will be a hit. Misek cut his price target on RIM stock to $22 from his earlier target of $24, and Wu dropped his target to $23 from $27. More →

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ASUS may sell 2 million tablets this year

By on August 4, 2011 at 7:01 AM.

ASUS may sell 2 million tablets this year

Taiwan-based PC and smartphone vendor Asustek is expected increase its tablet sales forecast for the full year to 2 million units. Taiwan Economic News reports that the increased estimates would follow strong Eee Pad Transformer demand, as well as Asustek general manager Kevin Lin’s recent comments that ASUS was the No. 2 tablet vendor in Taiwan last quarter. Despite some reports to the contrary, most agree that ASUS’s Eee Pad Transformer tablet has been a big hit for the vendor. The company’s first Honeycomb tablet sold out quickly at retail locations when it was released earlier this year, and high demand kept shipments up for several months. ASUS also recently unveiled its second convertible tablet, the Padfone, which is expected to launch later this year, combining a 10.1-inch tablet with a standalone 4.3-inch Android smartphone. More →

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UBS cuts RIM estimates as company faces steep challenges

By on July 27, 2011 at 5:56 PM.

UBS cuts RIM estimates as company faces steep challenges

UBS analyst Amitabh Passi on Wednesday cut his price target on shares of Research In Motion stock to $30 from a previous target of $41, and reiterated a Neutral rating. Passi stated in his note to investors that RIM is currently facing challenges in the “platform wars” underway between companies like Google, Apple and Microsoft. While the analyst sees the successful launches of RIM’s BlackBerry 7 phones as being important for the Waterloo, Ontario-based vendor in the near term, he says the company’s successful transition to QNX is much more important to RIM strategically. In other words, there’s still hope if BlackBerry 7 devices aren’t a collective home run. In the meantime however, Passi says that UBS’s checks reaffirm RIM’s declining smartphone market share. “Our store checks also show accelerating market share deterioration for new subscribers during June and July as multiple top-tier Android products have been rolling out and Apple continues to gain market share,” the analyst wrote. As a result, Passi cut his revenue estimates for RIM’s fiscal year to $19.8 billion from $21.1 billion, and he lowered his EPS estimate to $4.82 from $5.81. Also lowered in Passi’s note were his smartphone unit shipments estimate, which dropped to 51.5 million units from 54.9 million, and his estimate for PlayBook shipments, which now sits at 2.5 million units compared to his earlier projection of 3.6 million tablets.

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Analysts weigh in on Q3 iPhone sales; estimates range from 15M to 20.25M

By on July 13, 2011 at 2:00 PM.

Analysts weigh in on Q3 iPhone sales; estimates range from 15M to 20.25M

Earlier this week, Forbes writer Philip Elmer-Dewitt collected third-quarter iPad sales estimates from some 39 different analysts — both amateur and professional — and laid out the tale of the tape ahead of Apple’s earnings report next week. On Wednesday, Dewitt collected third-quarter iPhone sales estimates from the same 39 analysts. Estimates range from the 15 million iPhones Needham’s Charlie Wolf predicted late last month to a record 20.25 million units suggested by Traderhood’s Nicolae Mihalache. The analysts’ calls average out to 16.9 million units, which would be just over double Apple’s iPhone sales in the same quarter a year prior. Apple sold a record 18.65 million iPhones in the second fiscal quarter of this year, and the company’s iPhone business brought in $12.3 billion in revenue. More →

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Acer cuts 2011 tablet sales forecast in half to 2.5M units, blames poor sell-through, competition

By on June 24, 2011 at 3:50 PM.

Acer cuts 2011 tablet sales forecast in half to 2.5M units, blames poor sell-through, competition

Acer on Friday drastically lowered its 2011 shipment forecast for tablet PCs, Taiwan Economic News reported. The company now anticipates shipping approximately 2.5 million consumer tablets in 2011, down 50% or more from earlier projections of between 5 and 7 million units. Acer chairman J. T. Wang said at a shareholder meeting that Acer would likely meet its second-quarter shipment goals, which are down 10% sequentially, and that third-quarter shipments could be marginally better. Wang said performance will likely not improve until the company’s planned restructuring is completed in the fourth quarter, however. Company president Jim Wong said the company lowered its tablet shipment forecast due mainly to excessive inventory that has built up at distributor locations. Wong believes end user sales have been lower than expected because of strong competition from competing tablet models. More →

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