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Month November 2010

Nokia’s Ovi Store downloads hit 3 million a day

More than 400 000 new developers in past 12 months; 92 developers each top 1 million download mark; 1.5 million downloads of Qt software development toolkits

via Nokia – Show Press Release.

See the following chart comparing Ovi with iTunes Music and iTunes Apps download rates.

iTunes App Store submission rate holding at 20k/mo, Android Market on par

Thanks to 148apps.biz we know how many apps are being submitted to the App Store.

For the year so far the average has been almost exactly 20k apps per month. Toward the last half of last year, 10k/mo was the norm.

China Unicom Says It Will Introduce own smartphone OS by Year-End

The UPhone will run on a “totally new” operating system that Unicom developed based on Linux, Zhang Zhijiang, who heads the company’s technology department, said in an interview today at the Mobile Asia Congress in Hong Kong. The phone is being developed with Okwap, Huawei Technologies Co. and ZTE Corp., he said.

via China Unicom Says It Will Introduce Self-Developed Smartphone by Year-End – Bloomberg.

Operators are still considering bespoke operating systems.

See also: European Operators contemplate own OS. Why not just fork Android?

Samsung like Windows Phone, Android not so much

Samsung’s mobile marketing lead for the country, Sitthichoke Nopchinabutr, also provided a surprise and hinted that the company might turn on Google and focus primarily on Windows Phone. About 15 to 20 phones based on Android, Bada and Windows Phone would ship in 2011, but the majority of them would use the Microsoft OS. For every 50 Windows devices, 24 would be Android models and just five would use the in-house Bada OS.

via HTC, Samsung see Windows Phone, Android dominating phones | Electronista.

Shocking!

In three years Apple will still have a minority market share in smartphones

Morgan Stanley’s Web 2.0 update came out yesterday and it’s full of nice charts. Here is one:

Note that the expectation for smartphones to overtake all PCs (including netbooks) will happen when smartphones sell more than 450 million units per year.

In 2013 nearly 650 million smartphones are forecast to be shipped.

My estimate for the iPhone in that year is 180 million. That would give iPhone (excluding iPad and iPod) about 28% share. The last quarterly figure is around 17%.

Perhaps 180 million iPhones per year will be defined as failure by those who consider over 80% share as a threshold for success but I still think it will be a healthy business.

Even assuming a cut in ASP to about $350, Apple will still be able to get about $62 billion in sales from phones (a bigger number than 2009 total sales for the whole company).

I would also add that by the end of 2013 Apple will have sold about 470 million iPhones. Though many will be out of use by then, the installed base will not be small (I’d guess about 300 million). Including all iOS devices, 500 million is a credible estimated audience for developers.

It’s entirely possible that Android variants, offshoots and forks will add up to a bigger number by then, but to pre-emptively declare the platform “war” won because the also-ran Apple will only have half a billion users seems disingenuous.