asymco

It’s hard to get excited about the new RIM Blackberry Torch.  It’s not exciting in a positive way and not exciting in a negative way. It’s just more of the same and the same is not all that bad. Then again, the same is not all that good either. Every piece of the Torch product [...]

Much has been made of the potential for Android to reduce the growth of iPhone. The iPhone seems to be doing very well and continuing to be supply rather than demand constrained. RIM however seems to be under significant pressure.  A Goldman Sachs analyst first pointed this out in her last report and placed a [...]

Following up on my last post on how misleading US-only share comparisons can be, I decided to draw charts to visualize the comparison. As Android and iPhone compete in various ways, it’s hard to see which is the preferred choice given a direct comparison.  In other words, iPhone and Android devices rarely are placed next [...]

First quarter market share ranking of top mobile phone vendors according to Strategy Analytics: Nokia, 107.8 million Samsung, 64.3 LG, 27.1 RIM, 10.6 Sony Ericsson, 10.5 Apple 8.75 Motorola, 8.5 These numbers are shipments or sell-in, which may differ from sell-through or end-user purchases. RIM breaks into top 5 in surging phone market | Reuters.

Strategy Analytics said 54 million smartphones were shipped in the quarter, comprising 18 percent of the total handset market. Apple’s share reached 16.4%, up from 10.6% a year ago while maintaining an ASP of €445. Nokia raised its share to 40% from 38.2% on an ASP of €155. RIM slipped to 19.7% from 20.3%. via [...]

“Officials at the WES 2010 keynote said that RIM has redesigned all of the core applications within the BlackBerry operating system. It also revealed that there are 41 million BlackBerry users, and 90 million BlackBerrys have been sold to date.” Apple already announced that they see 100 million iPhone OS devices sold by this summer. [...]

RIM’s co-chief Mike Lazaridis downplayed many of Apple’s efforts today in a keynote at the TD Newcrest technology conference in Toronto. The executive was concerned that there wasn’t necessarily a market for tablets like the iPad and that any devices would have to be put in the context of computers and smartphones. Many companies ask [...]

[Sony Ericsson] said it shipped 10.5 million units in the quarter, a 28 percent decrease compared with the same three months in 2009. It was down from the 14.6 million units shipped in the fourth quarter. via Mobile phone maker Sony Ericsson posts Q1 profit – Yahoo! News. A few weeks ago RIM said it [...]

according to a report published Monday. ComScore reported that Google’s share of smartphone subscribers rose to 9%, compared to 3.8% at the end of November. Meanwhile Apple’s share fell 0.1 points to 25.4%, while Microsoft’s share fell 4 points to 15.1%. via Google’s share of mobile market grows: report – MarketWatch. Seems Google’s gain is [...]

What RIMM doesn’t say (and, as far as I can tell, no one else has noted) is that Apple has surpassed them in total smartphone revenues. This quarter RIMM reported sales of $4.1 billion in revenue for their whole company. Apple surpassed them, selling $4.6 billion worth of iPhones in Q4 2009 and, more recently, [...]