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Industry

  1. US smartphone penetration growth rate update

    · · Research

    The survey data from comScore is in and it suggests that smartphone penetration increased by a significant 1.58%. It is now 35.1% with 82.2 million users. The weekly new user rate was about 863k/wk during July or about…

  2. Samsung's Polyplatform Paradox

    · · Research

    Samsung has, over the years, shipped phones using almost every operating system it could get a hold of. That includes Symbian, Windows Mobile, Windows Phone, LiMo, Android, PalmOS and OPhone. As far as I know, today its…

  3. Is LG about to exit the phone market?

    · · Research

    LG’s market position seems precarious. I first noted LG’s predicament about a year ago: LG dreams of smartphones [Updated] | asymco LG lost profitability in Q3 2009 and has not recovered it yet nor can it say when it…

  4. The perils of licensing to your competitors

    · · Research

    Google’s acquisition of Motorola is clearly designed to be an acquisition of Intellectual Property rather than an entry of Google into the phone business, but the impact on the business will be felt in many ways. It is…

  5. A motion chart for the mobile phone market

    · · Research

    The charts published here typically show data across two dimensions, (X-axis and Y-axis). Since many times we have to look at data over these dimensions and through time, there are no easy ways to do it without some…

  6. The Mobile Marshalling Yard

    · · Research

    The phone vendors’ ranking relative to each other on three measures of share (Unit or Volume, Revenues and Operating Profit) is shown below: Although not much changed in the unit rankings since last quarter, revenues did…

  7. A new view into the phone market

    · · Research

    The profitability (aka Profit/Phone x Phones Sold, aka Rawr) chart is a great way to see the “shape” of the industry at a glance, with attention to volume and profitability. What is missing however is a perception of the…

  8. The Competition

    · · Research

    Smartphones made up about 30% of global phone sales last quarter. That is a significant increase from 10% in Q4 of 2007. From this perspective, iPhone obtained 5.6% share, Android 14.2%, Nokia Symbian 4.6%, RIM 3.6%,…