Ronnie05's Blog

Strategy Analytics: Q2 smartphone market share

Posted in Industry updates by Manas Ganguly on August 2, 2013

Global smartphone shipments have galloped by 47% year on year (2013 versus 2012). Android captured 80% of these numbers – monopolizing the smartphone space. The Android growth is powered by its distribution across all smartphone OEMs (apart from Nokia), competitive licensing costs and a large eco-system of Apps and Auxiliary devices. Apple slipped to its worst performance in last 3 years where as Microsoft went up to its best performance in the last 3 years.

The story in numbers…

Strategy Analytics - Q2 2013

Apple’s line has been stagnant for a while and is wilting under the relentless Android attack. It all remains to be seen if the September 2013 launch of iPhone 5C and 5S will change the tack for Apple. The delay in adding to the product line is taking its toll on Apple – and Apple is seen to have frittered away a massive lead in technology and user experience. Unless iPhone 5C is able to ring in numbers and iPhone 5S places the proposition way and far beyond Samsung and Android, Apple’s Halo is on the wane by serious proportions

Microsoft is fairly constrained in terms of number of partners, a high license fee for hardware partners and support for high end Octa-core chipset devices. If Microsoft were to fix these issues, it could enable a better platform acceptance and it could go on to challenge Apple in the number 2 position in the Smartphone OS space.

Will WinMo – Nokia really turn the tables for Nokia?

Posted in Mobile Devices and Company Updates by Manas Ganguly on November 24, 2011

Nokia’s Windows Phone Devices Unlikely to Gain Market Traction

Expectations were always high for Nokia’s next round of handsets. Ever since the company partnered with Microsoft, Nokia CEO Stephen Elop promised great things were ahead for the Finnish-based company, and we enthusiastically agreed in our early review. Unfortunately, not everyone is as optimistic about the company’s future.

According to the New York Times, James Faucette, an analyst for Pacific Crest Securities, has drastically cut his shipment projections for Nokia Windows Phone sales this quarter – from 2 million to a measly 500,000. It’s not so much that Nokia produced bad phones; rather, the handsets were not competitively priced, nor did they present a clear advantage over other Windows Phone devices.

With no breakthrough innovation, we believe Nokia’s new phones are unlikely to get traction in a highly concentrated high end, Mr. Faucette said in a research note.

The saturated market is exactly what Nokia is aiming to get a piece of with its Windows Phone-based devices. A few weeks ago, Elop revealed the company’s lofty ambitions to undercut its Windows Phone competition going forward – an objective the CEO said has little concern for profit margins.

Currently, the Lumia 800 is only available to a limited market in the UK, with an early 2012 release slated for the US. So figures may potentially change once a wider audience is reached. However, Ross Rubin, a consumer electronics analyst for research firm NPD, isn’t so sure. Because most American’s are already invested in apps and media for their Android, iPhone or BlackBerry devices, consumers are unlikely to change OS’s, Rubin said.

Microsoft shares some of the blame, too. Overall, Windows Phone 7 hasn’t been the resounding success some people hoped for, especially compared to the popularity of Apple’s iPhone and Google’s Android. In fact, during a recent meeting with financial analysts, Steve Ballmer admitted Microsoft hasn’t “quite sold as many [Windows Phone devices] as I would have liked in the first year.”

To compare, Gartner estimated that 1.7 million Windows Phone devices were shipped during Q3 2011. Apple sold four million iPhone 4Ses in its first weekend of availability.

Despite this Nokia is remaining steadfast and confident heading into the new year. Nokia recently said that orders for its Lumia 800 have so far been strong, “The level of pre-orders, as well as reaction in shops today, lead us to be very positive.”

The stakes are indeed high. If the partnership is to be successful the two companies need to hit a homerun, and soon. Developer interest is on the rise for Microsoft’s mobile platform, so the time is right. Maybe the future isn’t as bleak as some believe.

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User Loyalty for Operating Systems: Advantage iOS

Posted in Computing and Operating Systems by Manas Ganguly on November 29, 2010

Loyalty in the smartphone market is a hard thing to command and come by for handset manufacturers unless you are a certain somebody called Apple. Apple iPhone commands more than twice the fidelity of Android devices or smartphones in general. 59% of iPhone users would like to stay loyal to the iOS as against 25% of other smartphone users with their respective Operating systems.Apple 59% stacks up very favourably against 35% for RIM Blackberry, 28% for Android, 24% for Symbian and 21% for WinMo. The WinMo figure at 21% is a reflection of the WinMo 6.x operating system and as and when WinMo 7.0 gains steam, the loyalty numbers is expected to head northwards.

As smartphone manufacturers scramble to innovate their handsets, offering the best high-resolution cameras, super clear displays and support for the next generation mobile networks, smartphone owners are leaving their options open, especially now that manufacturers are moving towards open-sourced operating systems like Google’s Android software. The differentiator is now starting to move beyond just the OS and the hardware to a host of eco-system factors such as Applications, Developers and Ecosystem, Extendibility across multiple home devices. Finally, the Operating expenses in terms of data plans and data is also a large determining factor for user stickiness around the devices

Profiling Windows Mobile (Part I): Does Dual platform make sense?

Posted in Computing and Operating Systems, Mobile Devices and Company Updates by Manas Ganguly on August 25, 2009

Windows Mobile is old. The basic UI and underlying technology is the same today as it has been for years. Windows Mobile is not exactly the best mobile solution around. Neither is it “exactly profitable” according to Steve Ballmer! All too often Microsoft has been accused of not having a coherent Mobile strategy. Android which is about a year old now is far more “happening” and “exciting” according to smart-phone users and smart-phone makers. The case in point here is HTC conversion from WinMo to Android. Now, there has been a lot of noise around Windows Mobile 7.0, the purported OS that will resurrect Microsoft’s flailing fortunes with its Apple iPhone like interface, browsing and experience. This one will be Microsoft’s answer to Apple.Microsoft will take Winmo 7.0 to market by Q3/4 2010. That’s a bloody hell of a wait.


Windows Mobile may not be irrelevant, however, it needs a technology facelift — and it needs it now, not a year from now. That is where, Winmo 6.5 intends to step up as a placeholder. Microsoft is expected to officially launch Windows Mobile 6.5 on October 1, 2009 and add an upgrade version with a touch interface in February 2010, the sources indicated citing Microsoft roadmap.Microsoft will not phase out Windows Mobile 6.5 from the market but will lower the OS price, when it launches Windows Mobile 7 scheduled in the fourth quarter of 2010.

This also means that for sometime after the launch of Winmo 7 both the platforms will be around together. Microsoft will be using a “dual-platform” strategy to compete with Android and the iPhone. Winmo 6.5, due to be rolled out October 1, will compete with Android, while WinMo 7 will compete with the iPhone. One cannot also deny the fact that Winmo 6.5 will not compete against Winmo 7.0 and it will take some degree of product planning with the Microsoft product teams to minimize collateral damage between 6.5 and 7.0. For the Microsoft team, 6.5  followed by 7.0 also gives them the following advantages:

  • Windows Mobile is entrenched in its current form and that inertia is going to be difficult to overcome.
  • At the same time, there’s pressure to compete at a lower level with a lighter and savvier OS — something 6.5 really isn’t able to pull off 

However from the consumer perspective, 2 legacy systems is a bad idea-as Microsoft has proven over and over in various arenas. The other option may be to take 6.5 off the table, focus on 7, provide updates on the current 6.1 version but make sure enough soft back-compatibility to let businesses make the changeover once Winmo 7 iss unveiled.


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