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 new hires to choose either a new smartphone or a new notebook, and if the tablet is simply a substitute for a notebook it may not have an easy answer, Lazaridis said.
He added that smartphones are getting more powerful and more computer like, and by extension would reduce the need for a tablet.
The company leader also dismissed the importance of touchscreen phones. While it’s important to give customers what they want, touch-only phones like the iPhone aren’t that popular, Lazaridis argued. He claimed that most of the people buying touchscreen phones are going back to phones with hardware QWERTY keyboards, like those that made RIM “famous.”
He pointed out that it was the experience and not the features that determined a phone’s success, and that the most popular BlackBerry was actually the starter Curve 8520. It not only lacks touch but 3G and a high-resolution screen.
via RIM chief: no market for tablets, touch-only phones | Electronista.
Jobs must be thinking: with enemies like these, who needs friends.
[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 shipped 10.5 million devices.
With Apple claiming 85 million installed base of iPhones and iPod touches vs. 75 million last quarter, it’s safe to assume at least 10 million Apple smart devices shipped in Q1.
By units at least, SEMC, RIM and Apple are neck and neck.
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 Microsoft’s loss.
BlackBerry, saw its share rise 1.3 points to 42.1%, according to the data. The number of owners of smartphones rose 21% in the U.S. in the three months ended in February compared to the prior period.
Goldman Sachs: “Evidence that the structural competitive issues are starting to weigh on its growth prospects. We estimate that RIM’s U.S. business declined 15% [quarter-on-quarter]—the second q-o-q decline in a row, and the first [year-over-year] decline. While RIM attributed that to an inventory reduction at a North America customer, we think the magnitude of the decline points more to lower demand at Verizon as a result of its endorsement of Android; our checks showed a dramatic reduction in the number of RIM [models] at Verizon last quarter and better sales for Motorola’s DROID than for RIM at many Verizon stores.”
via RIM Reactions: Goldman Downgrades to ‘Sell’ – MarketBeat – WSJ.
RIM remains the best feature phone company out there. Too bad that feature phones are not going to survive against mobile computers.