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iPad to Lose 80% Market Share.

August 23, 2010 By ramonbnuezjr View Comments

I am wondering where Acer Chairman JT Wang is getting 70% to 80% market drop off for the iPad? In all honesty — if the chairman has some insider information then make it public.

If he is simply looking into a crystal ball then this is simply a wish without a hope of success.

Amplify’d from www.tipb.com

Acer chairman JT Wang, thinks that the iPad will drop from its current near 100% market share to somewhere around 20% or 30%. Like Asus, Acer’s netbook business is feeling the pain of Apple’s entry into the “third device category” with iPad. Since Apple is pretty much alone in that space right now — despite a 10 year Tablet PC head start we should point out — any form of real competition will begin splitting the market.

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Is RIMM Becoming irrelevant? #mobile

August 17, 2010 By ramonbnuezjr View Comments

This has simply not been a few good weeks for RIM. The governments of Saudi Arabia, India, Kuwait and the United Arab Emirates all threatened to limit the use of BlackBerry phones in their countries. The company is losing market share to Android based handsets and now investors are getting a little frustrated with RIM’s failing market presence.

So will a new OS, handset and tablet turn the companies fortunes around? Let me know what you think.

Amplify’d from www.benzinga.com

RIMM shares are lower by 73 cents, or 1.44%, to $50.10. Shares are now barely above their 52-week low of $47.42.

Investors are sending a strong signal that RIMM is losing out to competitors in the smartphone market. The new BlackBerry Torch simply cannot compete with Apple (NASDAQ: AAPL) and Google (NASDAQ: GOOG) devices.

RIMM has fallen by the wayside and is largely becoming irrelevant. While the smartphone market is growing and there is a large pie to be shared, RIMM’s piece of that pie seems to be shrinking rapidly with each passing quarter.

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US Smartphone Penetration to Be over 50% in 2011 #mobile

August 10, 2010 By ramonbnuezjr View Comments

Handsets have gone from an appliance — making/receiving phone calls to mobile computers. This in large part is do to a young but robust mobile ecosystem. This environment is comprised of hardware, software, operating systems, mobile search, mobile Internet, OEMs, MNOs and content providers. Each of these parts of the greater whole are maturing at an alarming rate.

Arguably subsidies can be attributed to the success of the smartphone. Subsidies can turn a $500 handset into a $200 handset. This type of pricing can make handsets an attractive option.

I do not completely agree with Privat’s claim that customer loyalty is high. Is it customer loyalty when ETFs are $375 per line?

Amplify’d from www.gpsbusinessnews.com
Nielsen: US Smartphone Penetration to Be over 50% in 2011
Market research firm Nielsen said today it forecasts more smartphones than feature phones in the U.S. market by the end of 2011.

According to Nielsen, as of the fourth quarter 2009, 21% of American wireless subscribers were using a smartphone compared to 19% in Q3 2009 and 14% at the end of 2008.

“The share of smartphones as a proportion of overall device sales has increased to 29% for phone purchasers in the last six months and 45% of respondents to a Nielsen survey indicated that their next device will be a smartphone”, explained the research firm. “If we combine these intentional data points with falling prices and increasing capabilities of these devices along with a explosion of applications for devices, we are seeing the beginning of a groundswell. This increase will be so rapid, that by the end of 2011, Nielsen expects more smartphones in the U.S. market than feature phones.”
Nielsen: US Smartphone Penetration to Be over 50% in 2011

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China market: Mobile phone users top 805 million in June #mobile

August 4, 2010 By ramonbnuezjr View Comments

This is a mind blowing number.

I thought that 285 million handsets in the U.S. was a big deal. I know you can’t actually compare the markets — China has a population of 1.3 billion. The US population is about 300 million.

Amplify’d from www.digitimes.com

Users of mobile communication services in China reached 805.35 million in June 2010, growing 1.19% on month and 15.85% on year, according to China’s Ministry of Industry and Information Technology (MIIT).

The number accounted for 60.5% of the country’s population (user density).

Subscribers of fixed telecommunication networks in China totaled 304.92 million in June, with a user density of 22.9%.

In June, mobile phone subscribers in China sent 68.92 billion short messages, averaging 2.87 messages per phone number daily.

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Yankee Group’s Analysis of Top MNOs #mobile

August 3, 2010 By ramonbnuezjr View Comments

I love the Yankee Group’s analysts. Fundamentally because when I curate their posts there is really nothing much for me to add. They just post good content.

I am curious on how Harbinger and LightSquared are going to pull of LTE wholesale.

Amplify’d from blogs.yankeegroup.com

We in the prognosticating industry (if there really is such a thing) like to forecast the beginning and end of things.  And we are rarely correct.  GSM didn’t commoditize mobile services to the point where there were not competing players offering differentiated services.  Those of us in the North American market should probably have taken note.  But we have several of our own examples to choose from too.  The iPhone didn’t doom Verizon Wireless or Sprint or even T-Mobile into obscurity (nor did it kill off regional players like Metro PCS and Cellular South who are doing just fine, thank you) just as Verizon’s ability to offer a fixed/mobile bundle hasn’t doomed the other players.  The question is not: Why didn’t it doom the other players; the question is: Why did we think it would?

So when the LTE networks show up later this year, is that the end of WiMax in the US?  I’m not a huge fan of how the Clearwire WiMax network has been rolled out.  I tend to think that when you are giving such a long runway to gain market advantage, you should probably sew up the major markets before competitors come to play.  I don’t think there is much advantage to playing in the smaller markets but not in the major ones.  Maybe I’m wrong.  But I don’t think so.

What is clear (no pun intended) is that there is not ONE market all of these operators are dipping into.  There are MANY (and I’m not even going to try and spell them out right now) markets, with differing price points, service needs and even device requirements.  Think not?  I point again at the Sprint Pre-Paid services and those are masterfully aligned with different market requirements:  Virgin Mobile for data heavy users, Boost for voice users, Assurance for low-income families and is supported by state programs, and Common Cents Mobile for the budget conscious.  Not to mention Sprint’s Post-Paid users.

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@google is heavyweight champion of #mobile search

July 29, 2010 By ramonbnuezjr View Comments

It is just undeniable — Google is a search Goliath and the David’s in the world have a slim to no chance of toppling this giant.

If anything it seems that the only competition for Google is well Google.

Amplify’d from royal.pingdom.com

But if you look at mobile search, i.e. search on mobile devices, which is more or less the smartphone market, Google is utterly crushing the competition to a level that it’s never managed in the regular search market.

Just look at this very telling chart, showing Google’s overall search and mobile search market shares in relation to those of Yahoo and Bing, its two closest rivals. (These are global stats.)
Google, Yahoo and Bing search and mobile search market share

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Will HP put the Palmpad and Windows 7 Slate head to head?

July 19, 2010 By Ramon Nuez View Comments

There are five months left in 2010 but the legend of 50 tablets being released by the end of 2010 seems like a fairy tale. We have heard of a few OEMs planning on releasing Android tablets and even Microsoft is back in the tablet game.

The iPad has enjoyed its success for multiple reasons but that dominance may falter late this year. We stand a good chance of seeing two tablets from HP. One will be a webOS and the other will be a Windows base — most likely Windows 7.

Why two tablets — why not? Actually, I think that this is a bad idea. HP paid 1 billion for Palm — why then not just focus on Palm’s OS? Why split your resources — part of which will be benefiting the competition.

Amplify’d from www.crunchgear.com

Spec-wise, they would probably be similar, with the Win7 slate likely getting a slightly more powerful CPU and GPU to meet the demands of the desktop OS. The main difference is really the target market. The Palmpad will no doubt get a lot of social media-ish marketing and flashy TV spots like its direct competitor, the iPad. But the Windows 7 HP Slate — that is if there is one — might be able to get by with just retailer marketing from Best Buy, Office Max and others. After all, the consumer market is only part of its target demographic.

Like it or not, the world runs on Windows and HP makes big money on the small business and enterprise market. A Windows-based tablet could be used in everything from the medical field, to inventory management/logistics, to even the government. Yes, similar apps could be developed for webOS as well, but businesses do not like change and already have the expensive licenses for their existing software. A Windows 7 tablet wouldn’t rock the boat too much, and for some, that’s a good thing.

Then there’s the other possibility that HP will also have a line of self-branded webOS tablets in the beginning competing for the same market as the Palmpad. After all for the first time in HP’s history, they own an operating system and they might want to put their billion dollars to work right away by saturating the tablet market in HP’s traditional fashion. Hopefully we’ll find out by the end of 2010.

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Samsung Galaxy S in NYC Announcement Today

June 29, 2010 By Ramon Nuez View Comments


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