iPhone, Android gain U.S. share in May, BlackBerry falters

By on June 30, 2011 at 8:31 AM.

iPhone, Android gain U.S. share in May, BlackBerry falters

Apple and Google both gained smartphone share in the U.S. last month according to new data from Nielsen. The research firm on Thursday released a brief detail of the U.S. smartphone market in May following a survey of mobile consumers. Android represented 38% of the smartphone market in May, up two points from 36% in 3-month period ending in April. Apple’s iOS platform gained a single percentage point over the same period to climb to 27%, and RIM’s BlackBerry platform slid two points to 21%. Microsoft’s Windows Mobile and Windows Phone platforms were flat at 9% and 1% respectively, and Palm OS, webOS and Symbian were flat as well. Interestingly, 55% of U.S. consumers who purchased a cell phone in the past three months report buying a smartphone over a feature phone, up from 34% in the same period last year. This is the first time the company determined that smartphones beat out feature phones among recent cell phone buyers. Nielsen also found that Android’s share of recent smartphone acquirers was flat over the past three months while Apple’s iOS was the only smartphone OS to gain share among this group, jumping to 17% from 10% in the prior three-month period. A chart depicting smartphone OS share among recent smartphone acquirers follows below. More →

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Google now activates 500,000 Android devices each day

By on June 28, 2011 at 9:00 AM.

Google now activates 500,000 Android devices each day

Google announced at its annual Google I/O conference last month that as of the beginning of May, the tech giant was activating 400,000 Android new devices each day. That amazing pace seemed almost impossible to keep up, but fast forward to Tuesday and Google’s Android boss shared a new stat. “There are now over 500,000 Android devices activated every day, and it’s growing at 4.4% w/w,” Andy Rubin posted from his Twitter account. Compared to the rest of the market, Android’s explosive global growth slowed recently. In the U.S., Android even lost share last quarter for the first time since 2009 according to IDC. Activations certainly aren’t slowing down though, and we expect Android to be the dominant mobile OS in terms of market share for years to come. More →

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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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RIM, Motorola won’t benefit from coming smartphone boom, analyst claims

By on June 21, 2011 at 3:56 PM.

RIM, Motorola won’t benefit from coming smartphone boom, analyst claims

Smartphone sales will continue to surge in 2011 and through 2012, but RIM and Motorola won’t reap the benefits according to Credit Suisse analyst Kulbinder Garcha. Apple, Samsung and HTC will be the big winners as global smartphone sales grow by a whopping 62% in 2011 to 482 million units. In 2012, Garcha sees the market growing 36% further to 656 million units. Despite the impending boom, the analyst cut his rating on RIM from Neutral from Outperform, and he sliced his target on shares of RIM stock from $70 to $30. Motorola faired even worse in Garcha’s note as he cut his rating from Outperform to Underperform and lowered his target from $31 to $19. Why do Apple, Samsung and HTC stand to be the big winners over the next 18 months? According to Garcha, they come out on top when measured by the analyst’s nine key metrics: software, services, cloud, product, brand, distribution, tablet convergence, IPR, and chipset efficiency. More →

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Android U.S. market share slides in March quarter as iPhone gains

By on June 21, 2011 at 9:45 AM.

Android U.S. market share slides in March quarter as iPhone gains

Google’s share of the U.S. smartphone market dipped for the first time since 2009 according to Needham & Co. analyst Charlie Wolf. Needham says Android’s share slid from 52.4% to 49.5% in the first quarter, its first sequential market share loss in any region since the second quarter of 2009. Wolf attributes the dip to the launch of Verizon Wireless’ iPhone 4; Apple’s U.S. market share ballooned more than 12 points to 29.5% in the first quarter. Wolf believes Android’s market share in the U.S. will rebound in the June and September quarters, though it will see a “material decline” in the fourth quarter of 2011 following the launch of Apple’s fifth-generation iPhone. “This is just the beginning of Android’s share loss in the U.S.,” Wolf wrote in a note to investors. “The migration of subscribers to the iPhone on the Verizon network should accelerate this fall when Apple coordinates the launch of iPhone 5 on the GSM and CDMA networks. The iPhone could also launch on the Sprint and T-Mobile networks.” Hit the break for a graphical representation of U.S. smartphone market share from IDC. More →

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Samsung, Apple to overtake Nokia in smartphone share this quarter

By on June 13, 2011 at 9:43 AM.

Samsung, Apple to overtake Nokia in smartphone share this quarter

Nokia’s smartphone reign, which lasted nearly 15 years, is coming to an end. Analysts from Nomura Research say Nokia’s lead in smartphone units sales will be lost this quarter for the first time since Nokia became the top smartphone company in the world by sales volume in 1996. But it gets worse — according to Nomura, Nokia won’t be topped by just one company this quarter… both Samsung and Apple will surpass Nokia, pushing the struggling Finnish smartphone maker to the No. 3 spot globally. “Nokia looks set to relinquish its smartphone crown to Samsung and Apple,” Nomura wrote in a note to investors on Monday. “Further emphasizing the shift in power to Asia is our forecast for HTC to almost match Nokia during 2012.” Nokia will retain its lead in overall cell phone sales, Nomura says, thanks in large part to the company’s strong position in emerging markets.

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Windows Phone sales to top Android in 2015; smartphone share of global phone sales to double

By on May 6, 2011 at 2:21 PM.

Windows Phone sales to top Android in 2015; smartphone share of global phone sales to double

Smartphones’ share of the global cell phone market is poised to explode over the next four years, according to market research firm Pyramid Research. The firm on Friday released the findings of its latest Smartphone Forecast, as compiled by Senior Analyst and Practice Leader for Mobile Devices, Stela Bokun. Bokun determined that global smartphone sell-through — or, the number of smartphones sold to end users — will total 1.46 billion units in 2011, accounting for 27% of all cell phones sold. Pyramid expects that figure to nearly double to 53% in 2015, driven by growing demand for affordable Android smartphones. “Much of the projected total market growth in 2011 will come from the Africa and Middle East (AME) region, which will see a strong demand for low-end smartphone models, ultra low-cost handsets and dual-SIM and full touch-screen feature phones,” Bokun noted in a statement. “The main drivers of the demand in the developed markets will be the launches of a number of flagship high-end devices and new features and technologies. However, inexpensive smartphone models, particularly those from Huawei and ZTE, also will be in high demand in some of the richest Western European, Asian and North American markets.” Finally, Bokun notes that while smartphone sales will be driven in large part by Android over the next four years, Microsoft’s Windows Phone platform will overtake Android and other operating systems to become the top-selling smartphone platform in the world in 2015.

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Android now 'most wanted' smartphone platform, Nielsen finds

By on April 26, 2011 at 7:11 PM.

Android now 'most wanted' smartphone platform, Nielsen finds

The Nielsen Company on Tuesday released the findings of its latest smartphone survey, which asked respondents planning to purchase new smartphones which platform they intended to patronize. When asked that question between June and September last year, 33% named iOS, 26% said Android and 13% said they planned to purchase a BlackBerry smartphone. When a new group was asked the same question between January and March of 2011, Android slipped past Apple’s iOS platform to become the most wanted smartphone platform according to Nielsen; 31% planned to purchase an Android phone, 30% planned to buy an iPhone and 11% were eyeing BlackBerry devices. Interestingly, indecision also grew between the two surveys — 18% of respondents were undecided when asked between June and September survey while 20% were undecided between January and March. More →

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Windows Phone to overtake BlackBerry in 2013, iOS in 2015 according to Gartner

By on April 7, 2011 at 1:54 PM.

Windows Phone to overtake BlackBerry in 2013, iOS in 2015 according to Gartner

In addition to its position that Android will continue to dominate the global smartphone market moving forward, Gartner on Thursday revealed its projections for Microsoft’s Windows Phone platform. According to the firm, Nokia’s strong global position will drive Windows Phone adoption at an impressive pace, capturing 5.6% of smartphone unit sales in 2011. Gartner goes on to state that sales of devices featuring Microsoft’s mobile OS will surpass RIM’s BlackBerry OS in 2013, and will then move past iOS in 2015 to account for 19.5% of smartphones sold globally, compared to iOS’ 17.2%. Gartner’s determination further supports the notion that Nokia will drive global Windows Phone sales rapidly, as proposed by several other firms including Ovum and IDC.

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HTC market cap to hit all-time high, surpassing $35B this year

By on April 7, 2011 at 7:00 AM.

HTC market cap to hit all-time high, surpassing $35B this year

HTC’s market capitalization is expected to soon surpass NT$1 trillion according to a report on Wednesday from Taiwan Economic News. The company’s market cap recently passed the NT$900 million mark, and analysts believe it will grow beyond NT$1 trillion — just below $35 billion USD — this year. As HTC pushes out popular devices like the EVO 4G, Legend and Desire, the company’s shipments and revenue continue to grow; HTC shipped 25 million devices in 2010, a 111% increase over the prior year, and it forecasts revenue growth of 147% in 2011. Should HTC’s market cap surpass NT$1 trillion this year, it will be just the third company on the Taiwan Stock Exchange to reach the milestone, joining Taiwan Semiconductor Manufacturing Co., Ltd. and Foxconn parent company Hon Hai Precision Industry Co., Ltd. More →

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IDC: Windows Phone will be No. 2 in 2015, passing iPhone and BlackBerry

By on March 29, 2011 at 11:31 AM.

IDC: Windows Phone will be No. 2 in 2015, passing iPhone and BlackBerry

IDC on Tuesday released a new report detailing its vision of the smartphone market through 2011 and beyond. The research firm sees global smartphone shipments climbing to 450 million units in 2011, up 49.2% from 303.4 million units in 2010. More interestingly, however, is the firm’s forecast moving through 2011 and into 2015. Ovum had previously estimated that Microsoft’s Windows Phone platform would pass BlackBerry to become the No. 3 mobile OS globally in 2016. Considering the size and reach of Nokia, the flagship Windows Phone partner moving forward, we wondered if the company’s estimates were a bit light. IDC estimates that Nokia will lead Windows Phone past RIM’s BlackBerry OS and Apple’s iOS platform to become the No. 2 smartphone operating system in the world in 2015. “Up until the launch of Windows Phone 7 last year, Microsoft has steadily lost market share while other operating systems have brought forth new and appealing experiences,” said IDC senior research analyst Ramon Llamas in a statement. “The new alliance brings together Nokia’s hardware capabilities and Windows Phone’s differentiated platform. We expect the first devices to launch in 2012. By 2015, IDC expects Windows Phone to be number 2 operating system worldwide behind Android.” Hit the break for the full press release. More →

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Ovum: Android to dominate smartphone growth, Windows Phone will beat BlackBerry

By on March 25, 2011 at 12:20 PM.

Ovum: Android to dominate smartphone growth, Windows Phone will beat BlackBerry

In a press release on Friday, research firm Ovum stated that the smartphone market will double by 2016, led by devices running Google’s Android operating system. Ovum predicts that Android will drive smartphone growth moving forward, and that it will amass 38% of the global market by 2016. At that time, Apple will own 17.5% of the smartphone market and BlackBerry maker RIM will hold a 16.5% market share. Despite Nokia’s current seat at the top of the cell phone market, Ovum sees the Finnish giant only helping Microsoft’s Windows Phone platform to eek a 17.2% share of the smartphone market. While this would place Windows Phone in the No. 3 spot ahead of RIM’s BlackBerry OS, it also suggests that Nokia’s share will decline rapidly over the next five years. Ovum predicts that annual smartphone shipments will reach 653 million units by 2016. Hit the jump for the full press release. More →

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Berg: Smartphone shipments grew 74% in 2010

By on March 10, 2011 at 11:22 AM.

Berg: Smartphone shipments grew 74% in 2010

According to new data issued by wireless market intelligence firm Berg Insight on Thursday, the global smartphone market grew by nearly three-quarters in 2010. Global smartphone shipments hit 295 million units for the year, a 74% increase over 2009 totals. The firm anticipates that shipments will hit a staggering 1.2 billion units in 2015, at which time there will be an estimated 2.8 billion smartphone users scattered across the globe. Berg sees the bulk of the growth coming from mid and low-end smartphone sales, which will continue to become more capable moving forward. “Chipset developers and handset vendors are working on technologies that will ensure a good user experience also for low cost smartphones,” said Senior Analyst André Malm in a statement. “The challenge is to develop a handset with enough memory, graphics performance and processing power to run the operating system with multiple applications while ensuring a responsive system with fluid user interface and still keep costs down.” Hit the break for the full press release. More →

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