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Industry

  1. Sony Ericsson units down 20 percent

    · · Research

    Sony Ericsson shipped 11 million phones at an average selling price of EUR160 in the second quarter, compared with 13.8 million units at an average price of EUR122 a year earlier. Sales rose to EUR1.76 billion from…

  2. Not so Sharp

    · · Research

    One of the biggest losers in the Kin debacle that hasn’t been talked about is Sharp. OEM for the Kin, and the biggest cellphone brand[s] in Japan….but not in the states of course. Kin was supposed to be their entry point…

  3. The value of software in mobile phones

    · · Research

    Apple will generate 2X as much handset profit as the rest of the industry combined this year DESPITE SELLING ONLY 3% OF THE HANDSETS BY UNIT VOLUME via You Can’t Appreciate How Completely Apple Has Humiliated The…

  4. Next of Kin

    · · Research

    When the Kin was launched, many, including myself, were skeptical. It was a product that contradicted much of what made sense in the industry. It was not a smartphone, it was not a platform and it was predicated on a…

  5. Android is a BlackBerry killer

    · · Research

    Much has been made of the potential for Android to reduce the growth of iPhone. The iPhone seems to be doing very well and continuing to be supply rather than demand constrained. RIM however seems to be under significant…

  6. Microsoft's 7 Mobile Operating Systems

    · · Research

    Adding this all up, Microsoft has several mobile OS products in various stages of production, including As ZD blogger Mary Jo Foley noted recently, this fact is somewhat amusing in the wake of Microsoft CEO Steve…

  7. RIMM near 52 week low

    · · Research

    RIMM shares dropped more than 5% after hours after company reported “light” units and a 20% rise in profit with a 24% rise in revenue. RIMM sold 11.2 million units (of which 4.9 million were new subscribers and the rest…