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RIM Torch on pace for 500k units in August

“In our view, investors are missing the way BlackBerries are eating into Nokia’s messaging phone share in Europe, Latin America and Southeast Asia now that the E-series demand is slowing,” he writes. “We believe the Torch is on pace for 500K units in August,

via Research In Motion: MKM Still Bullish; Cites Growth Outside U.S. – Tech Trader Daily – Barrons.com.

Torch selling 500k units a month may be good news to RIM but it’s hardly a barnburner.

The news about Nokia losing share to RIM is another curious data point. First, because it identifies two competing smartphone classes (E-series and Blackberries) as “messaging phones”. That’s like saying that HP is losing share to Dell in the “email PC” business. Though the classification of general purpose devices by single uses is probably fair here since these devices are not much good for anything else.

  • darren

    Like and respect, thought don't always agree with, your work in general, but this is rather simplisitic bashing of RIM. The new 6.0 OS devices have most of what smartphone users care about in a device at an industry standard level, such as web browsing, camera, messaging abilities, and apps. Yes, their OS is not cutting edge, nor is their app store overflowing with choices, but they are the best messaging device (text, IM, email, you name it), the phone actually works well, battery lasts more than a few hours, and they have physical keys for those that prefer. Frankly, many, many 'smartphone' users have older versions of Android (some stilll kicking 1.5) and the majority of iPhone users are using OS 3 devices, so the gap isn't as large as you might suppose in practice.

    I don't use BB but have access to whatever I want (I'm Android now and was iPhone), but many choose to do so. This race is far from over.

    • Tim F.

      I think that's the point: Apple isn't in a race. Everyone else is, but Apple is playing their own game. There success isn't predicated on share.

      RIM needs A phone in the same class as the latest iPhone or highest end Android soon, or investors and users are going to give up on them. A certain share of Nokia users will do the same. Many already have and will continue to.

    • Rob Scott

      Since the site is fact driven, maybe commenters should backup their claims with verifiable facts.
      To claim that the majority of iPhone users are on version 3 and providing no link to a reputable research firm backing your claims kills the spirit of this blog.

      Facts people, facts.

    • http://www.asymco.com asymco

      The RIM is a capable phone, but so are many feature phones. The data we have about how people actually use RIM devices shows that they are hired to do a very limited set of functions. They do those functions very well and I would say they are as good at messaging as iPod is at being a music player (with the implied seamless integration of Blackberry servers and iTunes respectively).

      However, Blackberry and E-Series phones are not in the same league as iOS and Android. The statistics on web usage bear this out.

  • FalKirk

    RIM is in that curious position of increasing sales, increasing share, increasing profit – and still being left behind. This can only happen in an emerging market like smartphones that has room for all viable competitors to simultaneously grow.

    Unfortunately for RIM, it's like they're driving at 30 miles an hour and everybody else is driving at 60 miles an hour. Their fans THINK RIM is doing well. But in relative terms, RIM is being left further and further behind.

  • Niilo

    Isn't the real story around RIM the lock they have on the IT department?

    No CIO ever got fired by declaring Blackberry the corporate mobile email standard. This dedication to BB is such that I have worked for two US-based companies that have given me a RIM device purely for email and then I have to also buy another cellphone for voice because no operator in the country I live offers Blackberry.

    But if someone can find a way to compete effectively at the CIO's office (ie via MS ActiveSync) then this could squish Blackberry pretty quickly, because they don't make very exciting devices when compared to iPhone or Android.

    • http://www.asymco.com asymco

      For a few years now RIM has touted that they are getting more consumer sales than enterprise or IT sales. Ever since they launched the Pearl, the company has had a strategy of targeting consumers. It leads one to wonder why, if at a time when only 5% of enterprise email accounts were mobilized, RIM charged into a crowded and far more competitive market. It was at that time that my doubts about the company began to grow.