Yesterday I made my predictions on Nokia’s new platform strategy. They should be treated as pure guesswork, but they are informed guesses. I based them on public information.
That information comes in the form of statements from Nokia’s CEO at the earnings call. I made a table of all the statements that dealt with platform decisions and my interpretations of those statements.
You may do your own interpretation, but to me there is significant evidence here to support my predictions.
Since reporting on the 18th, I’ve mostly finished going over the the fourth quarter Apple data. Here is a quick summary of the articles that covered the financial and product performance:
That leaves one more: Summary view of cash flows.
The smartphone market grew 73% in Q4. Here are the growth rates for vendors which regularly report smartphone sales:
- HTC: 142%
- Motorola: 96%
- Apple: 86%
- RIM: 40.5% (period ending November)
- Nokia: 36%
Biggest share winner: Other.
The trend toward ZTE, Huawei and others taking volume share from the traditional incumbents continues. Smartphones continue to capture value share. Dedicated smartphone vendors HTC, RIM and Apple would make up the third biggest single vendor, starting from a very small base.
Looking over this three and a half year period, the change in the market is quite dramatic.