November 2010
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Day November 11, 2010

Google Nexus S

Google Nexus S is real, gets leaked by Best Buy [U] | Electronista.

Can you imagine Microsoft launching a Microsoft branded phone to compete with its Windows Phone licensees? When Microsoft launched the Zune, their licensing model (PlaysForSure) was quietly folded up.

A Google phone makes little sense, but then again Google does not seem to care much about its ecosystem or relationships with Android device vendors. They even claim that they have no idea how many phones are being built using Android and, except for activations, have no way of measuring the number sold.

From their point of view, if Motorola feels it’s unfair to have to compete with a Google branded Samsung (or HTC) designed phone then too bad. There’s lots of white label vendors lined up to make these with or without anyone’s blessing.

In fact, the biggest opportunity for Android growth seems to be the large unlicensed (and illegal) grey market which seems to be rapidly expanding.

20% vs 33% for "Others": Why are Gartner and IDC so far apart on mobile phone market estimates

The latest mobile phone estimates from Gartner made a startling claim that “Others” vendors increased share from 16% a year ago to 33%. Doubling share in a year is possible if you’re at 1% share but to double from a base of 16% is sounding improbable. They allege that the “Others” now sell more phones than Nokia. And Others don’t even include ZTE and Huawei, the prototypical low end challengers.

They emphasize this point in their discussion and state that the incumbent vendors are being pressured by these low end entrants. They go on to explain that the same set of vendors will probably use Android to enter the smartphone space.

To illustrate, the growth of individual companies is shown here (all phones).