I am reposting this from GSMA. They have a quarterly/monthly industry shipment report that I find interesting. For more info http://www.gsmworld.com/
But there is a clear trend for the past several years - low end in emerging markets, mainly Shenzhai devices, and high-end smartphones in the western world. This leaves Taiwan, Inc. big 3 (Arima, Foxlink, Compal) in somewhat of a danger zone as most of their historic sales were feature phones ...
Global handset shipments rise 13% in Q2
Global handset shipments rose 13 percent to 308 million units in the second-quarter of the year, according to new figures from Strategy Analytics. The firm cited lower-end 2G models in emerging markets, particularly South America, and high-end 3G touchscreen devices in mature regions as driving growth during the quarter. The growth rate was slower than the +17 percent YoY average over the previous two quarters, but well above the -8 percent annual rate recorded in 2Q09. “There are no credible signs yet of any major double-dip downturn in the handset industry, but that could of course quickly change if overall economic conditions were to deteriorate again across the major markets of North America, Western Europe and Asia in the coming months,” said the firm in a statement. It forecast that 325 million handsets will be shipped worldwide in the current quarter (3Q10), which would represent annual growth of 12 percent.
Source: Strategy Analytics (July 2010)
Among the top-five brands, RIM and Samsung outperformed their major rivals, which Strategy Analytics attributed to "robust demand" for their QWERTY phones and touchphones. Samsung grew its market share to 21 percent share, while RIM maintained fourth position on 3.6 percent, the same as Sony Ericsson. Market-leader Nokia shipped a slightly lower-than-expected 111.1 million handsets worldwide in Q2 2010, growing 8 percent annually, slightly below the industry average. Apple just failed to make the top five, but its global marketshare has edged up from 2 percent in 2Q09 to almost 3 percent in 2Q10.
Now this is interesting news from GSMA. More or less Vivo now goes to Telefonica, who really becomes a very large rival to Telcel/America Moviles in Latam, but on top of it, PT gets more involved in Oi, who has a slightly different sim-card-only business model. And where is TIM going in all of this ?
Telefonica to buy Vivo from Portugal Telecom
Telefonica appears to have finally clinched a deal with Portugal Telecom (PT) to buy it out of their Brazilian mobile phone joint venture, Vivo, for a reported EUR7.5 billion. Telefonica plans to acquire the remaining 50 percent of Brasilcel, the joint-owned holding company for Vivo, which controls 60 percent of Vivo (Brazil’s largest mobile operator). “This agreement will be submitted for approval of the Board of Directors of both Companies, which are expected to be held today,” noted a statement from Telefonica.
Telefonica is reported to have won the deal after offering EUR350 million more than the price accepted by PT shareholders last month but rejected by the Portugese government. The deal will allow Telefonica to offset the impact of slowing revenues from its largely mature European business by boosting its presence in the growing Brazilian market. Telefonica wants to integrate its fixed and mobile businesses (Telesp and Vivo) in the same way that its main rival, Carlos Slim’s America Movil, is doing. Meanwhile PT is to acquire a 22.4 percent stake in Brazil's fourth-largest mobile operator, Oi, for US$4.76 billion. PT will acquire the stake from Oi shareholders AG Telecom Participacoes and LF Tel, Oi said in a filing with the Brazilian Securities and Exchange Commission, or CVM.
CE Business News Brief
AT&T to fix iPhone glitch
US operator AT&T plans in the next two to three weeks to gradually fix a software defect that cut speeds for customers uploading data from the Apple iPhone 4 and from laptop modems. Alcatel-Lucent is providing the software patch, reports Reuters.
Google Develops a Facebook Rival
For this one: good luck. Facebook just passed the 500m mark, and is adding more than 50m a month. Since it’s social networking, their footprint accelerates exponentially, which means they should be in the 1billion users range by the end of 2010. Linked In, I would be scared.
From The Wall Street Journal: http://tinyurl.com/28kqmqa
AR and Mobile Ads.
Case Study: Augmented Reality and Mobile Advertising.
There has been lots of talk about augmented reality apps since last year. For instance, mashable was talking about iPhone AR apps last year (http://tinyurl.com/yhhouds) and I did try worksnug in London and San Francisco and Le Bar, and played SkySiege (awesome in a plane). However finally I downloaded wikitude on my iPhone 4 – uses both GPS and Compass for accuracy, and we are really starting to get there (www.wikitude.com).
The best AR apps are actually sponsored by large firms (le Bar is a Stella Artois of InBev app, WorkSnug by Plantronics) and actually could be the best shot at mobile advertising. Something to think about.
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