8:50 am: Walt circles back, notes that Ballmer uses the term PC to include things that most people don’t think of as PCs. Is the iPad a PC?
Ballmer: Of course it is. What do you do on it? Answer email….A guy tried to take notes on it at a meeting I was at yesterday–that was interesting [chuckles from the audience]. He suggests that the positioning of devices like the iPad as something beyond the PC is just a marketing tactic.
via Steve Ballmer and Ray Ozzie at D8 Conference: on Competitors, Tablets, Future of Computing and much more | Microsoft | ithinkdifferent.
If only the analysts would add the 2+ million iPads shipped this quarter to Apple’s Mac units and declare that Apple’s market share doubled(*). If only things were so simple.
At least on this I agree with Ballmer.
(*) The iPad is already outselling the Mac on a weekly run-rate.
According to The State of Mobile Apps | Nielsen Wire 21% of American wireless subscribers have a smartphone at Q4 2009, up from 19% in the previous quarter and significantly higher than the 14% at the end of 2008.
A previous Comscore survey showed US smartphone penetration at about 17%.
If we were to blend the data to a rough estimate, I would say it’s fair to assume 20% penetration. The total number of subscribers in the US is about 234 million, which makes for 46.8 million smartphone users.
This still leaves 80% or 187.2 million non-smartphone users.
The share gain of 6%/yr. means another 1.2 million Americans are switching into a smartphone every month. Another decade and the non-smartphone market will simply be gone.
With AT&T lowering the barriers of entry with data plan pricing and with other operators matching, don’t be surprised if it happens sooner.
As saturation begins around 50% to 60% penetration, price competition will intensify. That takes the tipping point to about 2013.
Gartner sees smartphone market volume growing a whopping 46 percent from 172.4 million sold last year, boosted by cheaper models. The most affordable now cost just over $100 excluding operator subsidies.
link: Handset market rebounding in 2010: report – Yahoo! News
Anyone modeling iPhone growth this year below 50% is implying Apple will lose share.
If Apple maintains market share (about 15%) it would sell about 37 million iPhones in 2010. Apple grew iPhone unit sales about 84% from 2008 to 2009.
On a planet with around 6.8 billion people, we’re likely to see 5 billion cell phone subscriptions this year.
ITU expects to see the number of mobile broadband subscriptions exceed one billion globally during 2010, having topped 600 million by the end of 2009. With current growth rates, web access by people on the move — via laptops and smart mobile devices – is likely to exceed web access from desktop computers within the next five years.
Mobile broadband is a good proxy for mobile computing so it’s very likely that these 1 billion subs will use advanced devices if not smartphones per se.
Comscore revealed their latest survey resultsfor the US mobile subscriber market. From the latest data and the data previously released in October we can put together a few insights.
The number of smartphone users increased by 3.2 million, growing at over 1 million new users per month.
Apple and Android added about 1 million users each. RIM added 1.4 million with Symbian adding about 200k users. Palm lost 441k users and Microsoft lost about 44k users.
Non-smartphones lost 2.1 million users and 1 million subscribers were added to the top line.
The non-smartphones lost 1% share in the quarter and 6% since February. Smartphones make up 17% of all users.
Google has overtaken Symbian to rise from last place in the platform installed base and is closing on Palm.
At 5% share erosion per year, the non-smartphone market will completely disappear in about 14 years, though I feel 10 years is a more likely target with 5 years until the market is 50% penetrated.