Market data & competition.
Apple’s official carrier in South Korea, KT, revealed yesterday that iPhone has now surpassed the half-million (500,000) sales mark. This makes South Korea, a nation with 47 million total mobile subscribers, number 8 globally in first year iPhone sales.
via iPhonAsia.com » Blog Archive » iPhone passes 500K sales in South Korea.
There have been several chauvinistic campaigns in Korea that attempted to undermine iPhone’s success. Yet, ironically, these well-funded initiatives may have backfired
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.
I think the iPad is the most important launch in Apples history — bigger than the Mac, iPod or iPhone. More than that, I think its the most important cultural phenomenon of this generation. Its bigger than technology.
via The iPad Era dawns.
Amen.
“Apple has blown through the barriers with the iPhone, and the same thing is going to happen with the iPad,” said Kendall Collins, chief marketing officer for Salesforce.com. “This will be huge for business, and a major new category that will be a catalyst for many different aspects of the industry.”
link: Business customers eager to try Apple iPad
Well, at least part of the answer appears to be that Google is sharing advertising revenues with carriers that use Android, according to multiple sources who are familiar with the deals.
via Android’s Secret Sauce? Google’s Advertising Rev-Share Deals With Carriers | mocoNews.
This must be why AT&T replaced Google search with Bing on its Android phone and gutted all Google services as well.
3:1 split between LG and Samsung. No word on timing for this production, but I doubt it’s longer than one year.
My estimate is 6 million 2010 and about 15 million for calendar 2011.
Samsung Gets Big Order for iPad Displays
Smartphone impressions triple in a year « Asymco
Following up on the previous Admob numbers, it seems that Symbian impressions grew by 22% vs. overall growth of 43%.
In absolute terms, total impressions a year ago for Symbian reached about 1 billion vs. 1.22b in February.
Symbian’s share of requests therefore fell from 43% in February 2009 to 18% in February 2010.
link: Smartphone traffic is up 193% in a year – Apple 2.0 – Fortune Brainstorm Tech
What is important to observe is not the share numbers in the link above but the absolute growth and trend.
Doing a bit of algebra from the data Admob provided we can calculate that:
Although it’s dangerous to equate “usage” to these impression numbers, the overall trend is that most of the growth is happening on smartphones. Of those, the iPhone OS and Android are taking 75% share of eyeballs, at least on Admob’s network.
The iPhone platform generated as many impressions in February as all feature phones generated a year ago. It does not seem a stretch to predict that iPhone will overtake all feature phones in overall impressions in the near future.
There were an estimated 228 million U.S. Web users in 2009, so if Apple was able to sell iPads to only one-third of those it would mean domestic sales of 76 million units.
Link: San Jose Business Journal
More interesting stats from Business Pulse survey by the Silicon Valley/San Jose Business Journal that was conducted between March 16 and March 23:
Additional survey data from comScore:
Another from Sybase and conducted by Zogby International surveyed 2,443 adults with a mobile phone, 770 of which own smartphones. Among the smartphone-owning respondents, more than half — 52.3 percent — said they are most likely to use a tablet device like the iPad to do work
AppleInsider | No. 1 planned use for Apple iPad: working on the go.
Total Active Apps: 172,886
Total Inactive Apps: 27,468
Total Apps Seen: 200,354
Unique App Publishers: 34,468
via 148Apps.biz | iPhone development news and information for the community, by the community.
