Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
3Q09 Handset/Smartphone Performance Summary
November 12, 2009
Strong Sell Through in the Third Quarter, and a Good Holiday Season Will Result in 2009 Sales Being Flat over 2008 | www.gartner.com
Overall, the handset market was flat in 3Q09. The Smartphone segment was up 13%. Apple continues to gain in market share, threatening to overtake RIM (Blackberry). Nokia continues a downward spiral, but remains the market share leader (over 35% in overall handset and Smartphone categories). Samsung and LG are advancing. Details: Check out the Garter report here.
Here Come the Droids! A brief review of Verizon Wireless' new Droid line-up.
November 11, 2009
Droid launch draws tech-savvy crowd to Verizon stores | www.computerworld.com
According to estimates, Verizon is to have sold through roughly half their 200K inventory of Droids this past weekend. I believe that Google app users who do light browsing, photos, and heavy media play will probably be very happy with either Droid. Both displays are very good quality for video. I predict that Verizon will continue to do well with their initial line-up of Droids. I don't think anyone envisioned either of these Droids as being iPhone killers but they have been respectable sellers coming out of the gate.
September 24, 2009
T-Mobile USA in talks with Clearwire, MetroPCS | www.telecompaper.com
It is unlikely that Clearwire will engage in such a deal with T-Mobile and even more unlikely is a DT-Sprint deal on T-Mobile.
August 27, 2009
Has AT&T Bailed on Motorola’s Android Phones? | digitaldaily.allthingsd.com
Android phones are off-strategy for AT&T. The other carriers need them to combat iPhone. As long as AT&T has exclusivity on that iPhone, that's where the focus is. And, why not?
Smartphone Market Summary & Predictions
August 12, 2009
Apple impresses as smartphone sales grow | www.infoworld.com
While overall sales of mobile phones declined during 1H09, sales of Smartphones increased 27% during 2Q09. This increase is expected to continue through the remainder of 2009 and into 2010. Within the past year, the astounding growth in the Smartphone area has come from Apple's iPhone. In 2Q08, iPhone held only a 2.8% share of the Smartphone market. In 2Q09, Apple held 13.8%*.
Cost cuts will only take Motorola so far...
August 10, 2009
Motorola Breaks String of Losses, but Cellphone Sales Continue Slide | online.wsj.com
Cost cuts will only take Motorola so far. Eventually, the company needs to address handset market demand or fold.
The AppStore is a successful model for mobile applications
August 5, 2009
MOBILE APPS: "Are app stores stunting the growth of browser-based apps?" | www.fiercewireless.com
The AppStore model is not impeding development of web-based apps for mobile devices. Rather, it's generating a flurry of mobile app development, showing consumers and business users that mobile devices are capable of more than we ever imagined.
Missing the window of opportunity...
April 21, 2009
Nokia Getting Touchier | www.unstrung.com
Nokia missed the window of opportunity with the 5800 in the U.S.
July 9, 2008
AT&T in Big D | www.lightreading.com
AT&T is embarking on geographic shifts intended to achieve cost reduction.
March 18, 2008
Apple Faces Challenges In Driving iPhone Adoption By Business | www.informationweek.com
Most IT organizations supporting the Blackberry Enterprise Server recognize serious flaws in the architecture. ActiveSync can easily be supported by organizations running Exchange Server, providing greater control, security, and reliability. In six months time, iPhone's sales exceeded 1 million units through limited distribution. The iPhone had a hand in driving a significant increase in wireless data utilization during 3Q07 when some 45 million U.S. wireless subscribers performed a mobile search from their wireless handset. iPhone users content consumption is growing at astonishing rates. (See M:Metrics study http://www.mmetrics.com/press/PressRelease.aspx?article=20080318-iphonehype)
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Switzerland sues Google over Street View privacy concerns
November 13, 2009
Here Come the Droids! A brief review of Verizon Wireless' new Droid line-up.
November 11, 2009
October 30, 2009
Vodafone Orange Iphone Deal Ends Two Years Exclusivity Of O2 In UK
October 5, 2009
IPhone Coma Mode puts Apple in the ICU
September 19, 2009