SMARTPHONES

Android smartphones made up 56% of the global smartphones sold to end users in the first quarter of 2012, giving them a far higher share than the 22.9% held by Apple's runner-up iPhone, Gartner said Wednesday. According to Gartner's data, Samsung was by far the biggest Android smartphone maker as its devices accounted for nearly 44% of Android-based smartphone sales. The other Android vendors, including HTC or Motorola, were all at 10% or less, Gartner said. With the 34.5 million Samsung Android smartphones sold ( a 23.9% share), the South Korean manufacturer beat out the 33.1 million Apple iPhones sold (a 22.9% share), according to the Gartner tally. Earlier this month, IDC estimated that Samsung shipped more smartphones to retailers than Apple in the first quarter. IDC said that Samsung shipped a record 42.2 million smartphones in the quarter compared to 35.1 million Apple iPhones.

Combined, Samsung and iPhone account for one of every two smartphones sold, which makes the business fairly dire for competitors such as Research in Motion and Microsoft, Gartner noted. RIM accounted for 6.9 % of the 144.3 million smartphones sold in the first quarter, while Microsoft sold just 1.9% of the total. While Gartner noted that about 44 million more smartphones were sold in the first quarter compared to the same period last year, the number of mobile phones in the all-inclusive market declined by 2% to 419 million. It's the first time mobile phone sales have declined since since the second quarter of 2009. Gartner blamed slower demand in the Asia/Pacific region.

Android. . . .4 M Source: TomiAhonen Consulting Estimates November 14. 171. . . (MeeGo). 2012 from vendor data and other sources This table may be freely distributed So. . . . . ( 5. . of the biggest manufacturers. . . Windows. . . ZTE . . . . Year Three: Digital Jamboree. . . . Its Q3. . 15. . .0 M . . ( 4. Windows. . . . . . . . . (Tizen) TOTAL . . . . ( 4. . . .8 %) . . . I also report on the installed base. . . . . . I report individually for the manufacturers. .6 %) . Android. . 4. . . Android 5 . . . .2 % . . . . . . . . . Windows 6 . .4 M . . 7. . . .1 %) . . . Android. . OS supported (coming) 1 . . 8. . . eh? And who jumps in to replace it? Lenovo with its LePhone. 11. .9 %) . Samsung . . first. . . Units . . . . . RIM . . . . . Blackberry 8 .Smartphones Q3 Final Numbers. . . . . ( 7. .8 M . 4. . . operating systems etc to get the Top 10 market shares. . . . . . Nokia . . . . . . . . . . . . 7.1 % . 6. . . . .9 %) . . . . . . ( 5. . . . . . . . and for every quarter. . .1 % . ( 5. .6 % . Didn't you know Lenovo makes smartphones? I'm not surprised. Android. . HTC . So lets start with the top numbers TEN BIGGEST SMARTPHONE MANUFACTURERS BY UNIT SALES IN Q3 2012 Rank .0 %) . . . . Symbian.3 %) . 16. . . .2 M . 4. . . Strategy Analytics and Canalys) and as I always do. Market Share . . installed base etc So its that time of the year. . .9 %) . . . . 7. . . . . . Android 10 . . . . .2 M . . . .0 M . ( 6. . . . . (Tizen) 4 . 4.7 % . . . iOS 3 . . . . . Was in Q2 of 2012 . . LG . (Tizen) 2 . . We're in the Smartphone Bloodbath wars. bada. . . . . . . . 19. . Huawei . . . . . . . 56. . . . . . . . . . . . . . . . . . . 5.7 %) . . .3 % . I use their average as my 'official total' and then fit the best possible fit.3 % . . ( 17. . . . . . Maker .8 M . Top 10 biggest manufacturers. . . . . Lenovo . . . . . . .9 M . how I think they're doing in the market share wars. 9. ( 3. .3 M . . Android. .( 32. . . . .2 %) . . . . .7 % . . Sony . . others. . . .8 M .7 % . . . . 4. . 7. . Windows 7 . . . . Windows. . . MeeGo Others .6 % . . .2 %) . . . . . 3. . . Gartner. . goodbuy Google smartphones. 32. .0 M . . operating systems. . . . . . so far they've only sold in China but are now eagerly . Moto-Moto falls out of the top 10? Wow. Android 9 . . ( 4. Apple . . . . 26. . . . We now have all four big analyst houses who have reported their total market size numbers (IDC. 8. . .8 % . . . . . . . .

there's another hungry Chinese smartphone maker. .1 %) . 3. . . . Market share . .3 %) . .1 %) TOTAL . .. . . . . Samsung rules this race now and Apple is in secure second place. . . .4 M . Sony. . . . . 171. .7 %) . . . . . Now lets look at the smartphone operating systems: BIGGEST SMARTPHONE OPERATING SYSTEMS BY UNIT SALES IN Q3 2012 Rank . .7 % .9 %) . .9 M . . . . . . . . .3 % . . . . . . . ( 5. . . 5. ( 1. .3 M . . RIM 4 . Nokia others . . Units . . . . . and watch Sony. ZTE. . 3. . . . ( 3. . . Apple's iOS is the second biggest smartphone OS. . now eagerly awaiting its 'savior' OS . LG. .0 %) . . .. . . 2. . . . .expanding for example into India. . 26. that old battered operating system based smartphones still outsell all Windows Phone smartphones. HTC. . Huawei. Other big news. . . now when Windows Phone is two years of age . . . . . which sells smartphones under the Coolpad brand. . . . who may topple Nokia already in Q4. Yes. . . . . . . 7. . it finally is back to making smartphones profitably and showing aggression on the chart.0 % . . . .7 % . . . . . . ( 66. .. Huawei is jumping ahead of the rest of the pack. . . . this is the same Lenovo from China that bought IBM's branded PC operations some years ago. OS Platform . ( 3. 2012 from vendor data and other sources This table may be freely distributed So yes. . . 4. Samsung. Samsung 5 . Google's Android rules the world selling 7 out of every 10 smartphones on the planet. . . The top is settled.2 M . . the so-called 'third ecosystem' Windows Phone did peak last quarter never coming close to its promise. . Manufacturers in Top 10 1 .3 % . . ( 17. . 15. .2 M . . .0 % . . . ( 2. . . . . . .0 %) . . with Blackberry solidly in third place. .0 M . .4 M . . . 2. . . . . . . Nokia tumbles from 3rd place to 10th. . . . Windows Phone . . bada . Was Q2 2012 . . 20 months after Nokia's CEO announced the death of Symbian. Yulong. . . . . . HTC. . 4. 70. Samsung. and is again now in decline.. Symbian . . . . already a Top 10 sized smartphone maker and yes. iOS .4 M Source: TomiAhonen Consulting Estimates November 14. 121. Lenovo 2 . . and is facing expulsion from the Top 10 as well . . . . . . . .. . . .and obviously. 1. Apple 3 . . . . . Samsung's bada outsells both of those. Android . 3. Nokia 6 . On the top. Blackberry .9 % .

. ( 19 %) . ( 10 %) . . . 18 % . Samsung. . . . . . . . . . . . . . . . . 1 % . no changes. . Motorola. LG. . ( 41 %) . SonyEricsson 4 . . 109 M . . . . . 10 M . Samsung. . . . Samsung. ( 1 %) . 48 % . . . .upgrade. . . . . . for smartphones to be more than half of all computing devices used. 17 M . . Fujitsu. . . 24 M . . . Sony. Panasonic. . Units . . . 9 % . . . Windows Phone . ZTE 7 . BIGGEST MANUFACTURERS ANALYSIS So then lets do the biggest manufacturers and their analysis. . . . Other than that. . . . Lenovo 2 . Palm. . ( 2 %) TOTAL Installed Base . netbooks) when tablets are excluded. Blackberry . . . . . . . . 1 % . . . . RIM 5 . this is starting to be . . . . . . SonyEricsson. . . Samsung. but don't hold your breath. even when tablets are included in the other side of the equation. . . . . . . . . laptops. . . Android . 213 M . . . . LG.2 Billion and growing fast. . ( 1 %) . . . . . Sharp. . Huawei. . . . . . . 2 % . . . . . Nokia. . . . . . . . The total count of smartphones in use is nearly 1. . . . . HTC. . ( 25 %) . . Windows Mobile . . . . . . . . Symbian . Motorola Others . Nokia. 2012 from vendor data and other sources This table may be freely distributed So Symbian is now passed by iOS in installed base globally of smartphones. ZTE. . . bada . . . . .166 M smartphones in use at end of Q3 2012 Source: TomiAhonen Consulting Estimates November 14. SonyEricsson. . . . . . . OS Platform . . Samsung 6 . ( 2 %) . . . Symbian will probably finally fall below Windows Phone now for Christmas sales. 559 M . . . . . we'll soon have more smartphones in use than all kinds of traditional PCs (desktops. . Again. . Windows Phone is proving a horrid and hated OS by the retail channel. . HTC. . HTC. . . . Market share Was Q2 2012 . Main Manufacturers of current base 1 . BB10. . . . . . iOS . . . 19 % . . 1. 217 M . . . . . . notebooks. 17 M . . with its first smartphones expected in the Spring. . 1 % . So then lets look at the installed base INSTALLED BASE OF SMARTPHONES BY OPERATING SYSTEM AS OF Q3 2012 Rank . Apple 3 . . . It will take a couple of quarters further.

that they are now 'only' growing at the rate of the industry. we deal in calendar quarters here. not a continuous growth curve. ie the . most are also becoming profitable. but Apple's sales pattern as we know. The big step is always the first full sales quarter of the new model. Its less than the industry. .56. All good news. . .2M smartphones. .B+ Samsung grew by 12% from Q2 which is a healthy growth rate. the big 'war' seems to be coming to a close. so there isn't much excitement for the gift-giving season either. but as Apple cleverly releases its latest model right in the last week of the previous last quarter. its this: SAMSUNG SMARTPHONES SOLD IN Q3 BY OPERATING SYSTEM Samsung on Android . . this Q3 . 1% Source: TomiAhonen Consulting Estimates November 15. . so Q3 for Apple on our blog is always calendar quarter July to September). as usual. .26.profitable .7% market share . at past half-point. .pretty meaningless. the Galaxy S4 isn't expected to be released until after Christmas in the first quarter of 2013. . We now await their first move into Tizen. 15. Except. . the next Galaxy flaghship.9 M smartphones. in order of size. the usual decline trend of the once-per-year launch cycle of the new model would say this last quarter is bad. So I can't give them an A anymore as a school grade. They report very good strong profits out of their handset unit and have now moved their migration rate from dumbphones to smartphones.B Apple did a good job again in Q3 (remember. and thus Apple showed a modest gain of 3% compared to Q2. But lets do this. is an annual 'step ladder' model. I am grading Samsung as a B. and gradually.that boosts their sales right at the end. Good job but there were others that did a great job this quarter.90% Samsung on bada . 32. . 2012 from vendor data and other sources This table may be freely distributed APPLE . Oh. so this is not a bad sign. . . .8% market share .profitable . The iPhone is generating by far the biggest share of Apple's total profits. and for those who want to see the split of Samsung's operating system choices. . So Sammy goes first SAMSUNG . . 9% Samsung on Windows Phone . . not the fiscal quarters of given companies. all going very well for the Sammy. as most big manufactuers now do most of their smartphones on Android.

becoming somewhat 'The Samsung of China' compared to the other Chinese smartphone makers. 5. ZTE . 4. Lets move to strongly surging number three HUAWEI . Huawei does all of its smartphones on Android. ie now. still profits yes. HTC is actually declining in shipment numbers and fell 11% when the industry grew by 11%.7% market share .16. they kept pace in size from Q2 while the industry grew by 11%.A Welcome back to the strong team.7. And all signs suggest its going to be a big banner year again for Apple. but ever diminishing. They are profitable.8 million smartphones.0 million smartphones. It is growing far faster than the industry . HTC does 3% of its .8. they only use one OS platform.1% market share . What more can I say.8 million smartphones.6% market share . Sony! Finally Sony is back where we expect the powerful consumer brand to be.profitable .8. so that means they are far outperforming their nearest Chinese rival ZTE which is reporting a lack of progress towards their sales targets.D HTC is moving seriously backwards in the pack. I grade Sony for Q3 as a solid A. The Sony migration from dumbphones to smartphones is nearly complete. that is definitely a performance worth an A+ SONY . They now command 5% market share which is twice what they had two years ago when it was still the SonyEricsson partnership selling smartphones on all platforms including Symbian. Huawei management said a few weeks ago that they are on target to hit 50 million total smartphone sales this year.profitable . is profitable. 9. I grade them a C HTC .iPhone 4 for Christmas 2012.A+ Huawei is surging strongly.profitable . 4.3% market share . grew 45% from Q2. ZTE is falling behind. ZTE sells primarily on Android but also in tiny numbers on Windows Phone.0 million smartphones. They are reporting almost perennially 'worse' profits per quarter. much like Samsung is far ahead of LG and Pantech in Korea.profitable . so in reality.C ZTE was doing well but now is stumbling a bit.grew 19% from Q2 and is reporting healthy profits out of smartphones once they abandoned the unprofitable Windows nonesense and concentrated on Android.

wasted all their marketing effort in that disaster. LG grew 11% from Q2 which is the same pace as the industry. I grade LG as a B.0 million smartphones were all sold just in China in Q3 (the world's biggest smartphone market growing faster than most others. welcome to the .7. I grade HTC as a D. LePhones have not been sold in other countries than China. and highly profitable.4 million smartphones.profitable . those 7. One year later. So yes.0 million smartphones. LG is finally back! Life is Good. LENOVO . then hopefully we see a turnaround in this former powerhouse puwer smartphone maker. the new BB10 operating system is ready. Yes.B Hey.1% market share . they were at 15% market share.2% market share . Expect one more quarter of severe pain at Waterloo. which they cleverly branded as the LePhone? That must mean you don't live in China then. they are at 4% and falling. Lenovo is aiming for world domination. Up to now. launched a tablet. The only silver lining.7. three years after their peak.smartphones on Windows Phone and 97% on Android.A And welcome to the Top 10 for the first time ever for Lenovo of China better known for having bought IBM's personal computer business a few years ago. the reviews of it are great.F RIM three years ago this time was the second biggest smartphone maker in the world with 21% market share. 4.2 million smartphones. RIM . isn't it. LG . isn't it? They are finally back from the pain of Windows and at purely Android. already accounting for 3 out of every 10 smartphones sold globally).7.loss-making .3% market share . but Lenovo has become the third bestselling smartphone brand of China domestic market already behind only Samsung and Huawei. and the first new Blackberry 10 smartphones are coming in Q1 of 2013. You never saw a Lenovo branded smartphone. strong growth. This is a performance worth an F. and two years later at 9%. Then they decided to take their eyes off the ball. are finally back to reporting profits again. Now. highly desirable enterprise and consumer smartphones. considering how close Lenovo is/was to Microsoft with Windows haha). so they are just launching their first international expansion to India. RIM sales fell 5% in units from Q2 and they report a loss. lost their position in the consumer space and badly stumbled in the enterprise space.profitable . 4. Lenovos are all powered by Android (interesting choice. 4. Now.

29% market share. literally. 2012 from vendor data and other sources This table may be freely distributed Thats pretty pathetic for Windows Phone and Lumia.where have we heard that before. it won't set the world on fire. Today under new CEO Stephen Elop's mismanagement and misguided Windows strategy. For strong growth from Q2 and profitable business.3 million smartphones. So how is the magnificent Windows Phone doing for Nokia now.loss-making . NOKIA . Yes. combined! More than twice the size of its nearest rival at the time.Top 10. Windows Phone 8 based smartphones will never even match the peak of the Windows Phone 7 smartphone market share . the Nokia smartphone unit has tumbled to 10th in the Top 10 and may fall out of the Top 10 by Q4 of 2012. that all was voluntarily thrown away by the new CEO. . it towered over all rivals. never having captured even 3% market share at its peak. Compare that to Nokia's own Symbian which had literally almost 10 times better market performance. 46% Source: TomiAhonen Consulting Estimates November 15. it must do better than the 'obsolete' Symbian by now? This is Nokia's split of smartphone sales in Q3: NOKIA SMARTPHONES SOLD IN Q3 BY OPERATING SYSTEM Nokia smartphones on Symbian/Meego . 54% Nokia smartphones on Windows Phone . Nokia's smartphone unit just 21 months ago reported record growth and record profits and a Nokia record jump in profitability. and Nokia's smartphone unit keeps reporting ever more hideously huge losses. and again? No. when Elop announced this idiotic strategy.which was 3% . in Q3? Surely. Nokia's smartphone unit was growing faster than Apple's on an annualized basis.F- Nokia 21 months ago was the world's biggest smartphone maker so huge. after a year of selling that 'wonderful' Microsoft based OS. Its Windows Phone based 'Lumia' series sales peaked in Q2 and even those are now in decline. . I grade Lenovo's first appearance on our Bloodbath blog series. The new Lumia re-launch is now going on in Q4 with Windows Phone 8 which is supposed to be all that you ever wanted in a smartphone OS . at a full A.7% market share . Apple and four times bigger than Samsung. again. 3.and these new . bigger than its next two rivals. Nokia is literally only one quarter the size of Apple and one ninth the size of Samsung. . . and again. . .6.

combined! Here we go.7% market share Android has won the race by now. unfortunately I can't give them a worse grade than an F- MOTOROLA (Google) .2 Million smartphones. with tiny margins at best. than all Windows powered personal computers. they abandoned that path. just a brief mention. first comes Google's own juggernaut.. they will simply die as a smarpthone maker. This is a suicidal strategy. Keep your eyes on them. As I predicted on 11 February. in order of size. but in miniscule numbers now.led by Yulong. wait for it .Lumia smartphones will capture only a fraction of that total. The glory days of Nokia are far past. 70. For Nokia's loss-making disasterous Q3 when the industry grew 11% from Q2.. its very likely that the next time I write this quarterly analysis. very hungry to get into the global Top 10. or bled so much in losses. already selling more smartphones and tablets powering this operating system every quarter.121.. the Microsoft 'partnership' will be good for Microsoft but deadly for Nokia. very possibly will kick Nokia out of the Top 10 as soon as Q4 of 2012. Nokia smartphone sales declined . And as before. 2011. 38% !!! in just one quarter !!! This is one of the worst one-quarter performances by any smartphone maker ever seen. and far more likely Nokia is already so damaged. They fell out of the Top 10 already globally and are shrinking and making losses and Google is firing a lot of their staff globally. Moto-Moto is soon dead as a Dodo-Dodo.fell out of Top 10 Yes.. yes powering 7 out of every 10 smartphone sold globally . tablets and smartphones . every other handset maker who tried Windows as the primary system has died doing it. And yes. Nokia will become a slave to Microsoft and turn into a low-cost 'box mover' like Dell in personal computers. and that in the end. Nokia will no longer even be listed as a Top 10 maker. because there are hungry fast-growing Chinese Android-powered low-cost smartphone makers . Nokia will be gone unless it shifts now to Android (like every other Windows maker of the past who survived.. OPERATING SYSTEMS So then lets do the same for the operating systems. They make some nice top-end smartphone models. ANDROID . Yulong sells its smartphones under the brand Coolpad.

congratulations Google for winning the biggest battle in tech. over four times more Android smartphones are sold than the second bestselling smartphone OS in the world (iOS on iPhones). . . . . and end the one-new-model-per-year cycle. . only a short 27 months ago. . . . . . . . . . how do those Android manufacturers split up this booty? Here are the market shares internally for Android makers: ANDROID SMARTPHONES SOLD IN Q3 BY MANUFACTURER Samsung . ever. Just two years ago. The market share growth has slowed to a snail's pace. .and more amazingly. . . . 2012 from vendor data and other sources This table may be freely distributed iOS . . and perhaps unrecoverable market share. . . in very short time. . . And winning it quite decisively. . . . in Q2 of 2010. They are leaving a lot of money on the table. Yes. but with the iPhone. . . . . . . . . . .7% market share Apple's iOS is doing its steady second place job as the most expensive premium smartphone platform out there. 6% LG . 15. that now is going to Android. Now they command the market and are more than four times bigger than number two and 16 times bigger than Blackberry. . Android was in fourth place among smartphone OS platforms by new sales. Android was only half the size of Symbian and had just overtaken Apple's iOS and Blackberry for second place. . . . release lower-cost smartphones. Ok. . . 20% Source: TomiAhonen Consulting Estimates November 15. . . and 35 times bigger than Symbian and 37 times bigger than the next 'multi-vendor' OS platform. . I have been calling for Apple to make a global shift. .9 million smartphones. . . . . . . 7% HTC . 42% Huawei . loved by its users with incredible loyalty. .26. . they stick to only one new model per year. . . . . 13% Sony . . There really is no longer a 'race' in this side of the smartphone bloodbath. . 6% Others . . . . . . . 6% Lenovo . Apple does that with its Macs and iPods and even the iPad has broadened its product range. . 15% last year this time and now slightly under 16%. . Microsoft's Windows Phone. . . . It was 14% this quarter two years ago. .

4 million smartphones. Orange.7. no surprise here. only powered by Samsung brand. Luckily for RIM. where the primary Samsung effort went to Android.5. so if you ever thought what the carriers meant when they said they wanted a new platform to rival Android and iOS. First Tizen smartphones are expected to be out in early 2013 and one of the early prototype handsets is. Tizen. Obviously all last . Vodafone. 4. SK Telecom.4 million smartphones.. they couldn't match demand and severely underestimated its sales when it launched) super cameraphone. targeting low-cost customers.. this little engine that could has totally bested Microsoft's effort. Do not dismiss this challenger for next year. they have enterprise customers as their primary customer segment. not producing enough of the highly popular and highly demanded (really? Yes.0% market share Nokia's Symbian is now really on its last legs. Symbian sales fell 32% just from Q2 and with only obsolete devices for the Christmas market. expect Symbian sales to plummet now. The last new smarpthone we saw on it was the 808 Pureview. as Samsung is preparing to do the first launches of its new OS. perhaps with the exception of France but is doing brisk sales in places like Russia and India. and quietly.. But that time is now over.3. a port of the Galaxy S3 to Tizen. So who are those operators supporting Tizen then? Telefonica. 3% market share And Samsung's bada is a very rare animal at most Western markets. and are willing to keep buying some Blackberries for their employees as they await BB10. This OS was launched at the same time as the highly visible Windows Phone two years ago. and even as Nokia fumbled that launch. they were talking about Tizen.3% market share Yeah.BLACKBERRY . but make decisions on several-year horizons. 2. even where Nokia was brought in to put the best Lumia effort to sell Windows Phone. Plus manufacturers part of Tizen alliance include Panasonic. same story here as in the above. who are not as fashion-oriented to run after the latest shiniest device. they were not talking about Windows. Blackberry hurting and have to suffer one more quarter before the new BB10 smartphones arrive. bada holds a steady 3% market share globally. NTT DoCoMo. bada . NEC and Huawei. SYMBIAN . developed with Intel and which is expected to take over or be merged with the bada project. Sprint. so said Nokia.2 million smartphones. Tizen also has many global operator/carrier groups supporting it.

they hate Microsoft for . WINDOWS PHONE . . . . voice traffic (especially international voice traffic) and messaging.and before the carriers had been given the chance to see the new Lumia which comes with Windows Phone 8. No wonder the carriers hate Skype." Where did Stephen Elop utter that statement? To the Nokia shareholders meeting this Spring! That was after they had seen Lumia with Windows Phone 7 . . . . . . . Microsoft brings that full Skype integration to the destktop on Windows 8 etc. of course. . . the sales would collapse as they did. . and just like all major analysts suggested. . . This is the split of Windows Phone smartphone sales in Q3: WINDOWS PHONE SMARTPHONES SOLD IN Q3 BY MANUFACTURER Nokia .that did not have Skype pre-installed . And yes. Do you think that will thrill the carriers/operators into fully supporting WP8 if they were lukewarm to WP7 ? Remember what Nokia's CEO Stephen Elop said about do carriers love Skype? He said. . . that they don't like Skype. 2% Source: TomiAhonen Consulting Estimates November 15.3. so we have not even seen a full quarter's effect yet). . A billion new competitors to the main profit engine and revenue source for carriers. . Windows Phone sales fell 28% in just one quarter (where that announcement came within that quarter. . . . 5% Others . .9% market share Windows Phone had its peak share just hitting 3% one quarter ago. . each doing ever less actual devices and ever less actual markets. . . . and I quote "feedback from the operators is. . Do not think Windows Phone 8 can outperform Windows Phone 7. . .3 million smartphones. . . 2012 from vendor data and other sources This table may be freely distributed Windows Phone 8 will now include full Skype integration. . . .remaining partners of Symbian had quit this OS and what remains are truly only Nokia branded sales. fully integrating Skype. . . Its essentially only Nokia left with Microsoft. 5% HTC . 88% Samsung . . Now Microsoft is rolling out Windows Phone 8. . but then Microsoft announced that none of the current phones can be upgrade to Windows Phone 8. . The carriers not just hate Skype. 1. with ever less new handset manufacturers sticking with Microsoft. .

it is in hybernation. But lets say. just imagine what the next MeeGo device could have been. Well.. Q2 of 2012 is here. We may well see that. called Jolla. Lets not forget MeeGo. Ok. and the sole N9 on MeeGo. based on my analysis of some of Nokia's strong markets like China and Nokia statements (or lack thereof) about MeeGo and N9 performance.in hybernation I'll just mention briefly MeeGo. I speculated on this blog. the highly-praised and beloved N9. It has emerged that Nokia had 3 MeeGo devices ready to sell last year. a small start-up in Finland. And many thought MeeGo was over. formed out of ex-Nokia ex-MeeGo people. We never got a formal word from Nokia on the specific numbers of MeeGo sales. Also at that time. Meanwhile. MEEGO . only relased one for sale. and remember all this data is free to be shared . in the first Jolla device soon. until. that in the first two quarters when both Lumia series on Windows Phone. Jolla is expected to introduce its first handset still this year. a further developed version of that operating system) soon.. and start to sell smartphones powered my MeeGo (or likely. and manufactured its sister device. We will return in early February 2013 for the Q4 results and full-year 2012 results as per usual. that should be the analysis of Q3.. enjoy the stats. in the Electric Jamboree. we can find out who won the reader contest to guess what will be Windows Phone market share now this Q4 of 2012. the MeeGo unit sales actually exceeded all of Windows Phone. that is water under the bridge. had launched.owning Skype and funding their biggest threat to the very financial survival of the telecoms operators/carriers. in tiny numbers but didn't sell that. If you wanted earlier numbers. the N950. But if you loved the N9 or N950.

Although Nokia had a strong lead in the smartphone segment in the first half of the year (started the year with close to 60% and ended Q4 with sub 40% share). October was a landmark month having witnessed smartphone sales crossing the 1 million mark. 2012 by Jayanth Kolla 2011 was the first big year for smartphones in India. The year was also significant in that Smartphones breached the $100 price point with Android devices being launched in the market in Q4. Both Android and Bada gained significant market share in Q4. Growth of Android can also be attributed to the availability on multiple brands and in a range of price points and it’s acceptance by the retail channel as well as consumers. Convergence Catalyst estimates between 9 to 9. Samsung has gained significant market share in the last two quarters and is the player to watch in 2012.India Smartphone Outlook for 2012 Posted on February 13. 2011.5M smartphones to have been sold in India in 2011. . By Q4 2011. Indian and Chinese handset OEMS are yet to replicate their feature phone success in the smartphone segment in spite of having gradually entered the Smartphone industry with Android devices through 2011. 2011 largely due to Samsung’s strong momentum in the smartphone segment. Android share in India grew close to that of Symbian and is expected to overtake it in 2012.

Smartphones are expected to form 12% to 14% of total mobile handset sales in 2012.000) segment. This is partly due to Indian handset OEMs potentially launching a number of affordable smartphones on entry level chipsets such as Qualcomm’s MSM 7225A and Mediatek’s MT6573. Samsung is expected to continue it’s strong global and India momentum into 2012 and is expected to be a dominant player in 2012. . and on multiple handset brands and models with a strong marketing push.India Smartphone Outlook for 2012: Convergence Catalyst estimates Smartphone sales to grow by approximately 100% in 2012 to 18 to 20M devices. We also expect a strong growth in handset sales in the sub $167 (INR 10. due to multiple factors – availability of devices across price points (including sub $100).

we expect to see more Dual-SIM smartphones in the market through them. based on multiple devices being continually launched by both global and Indian handset OEMs. However. we do not expect Windows Phone to be a major player in 2012 as it will not be available in the low and mid end price ranges. 2012 is expected to be the year of Android dominating the India Smartphone scape. While Symbian S60 devices will cover the low and mid end. unlike Android.  Global players to capitalize their strengths in India – While OEMs such as Nokia and Blackberry have traumatic global challenges. We also expect devices that support both GSM and CDMA.3% share in 2012.With regards to OS wise share. based on the strong equity that Nokia has in India. distribution network and consumer affinity in India. MTS launched a Smartphone (HTC Pulse) on contract for the first time with moderate success.  Carriers to continue experimenting with contracts for Smartphones – In 2011. While the Symbian decline is expected to be far more drastic globally. Symbian Belle and Windows Phone based devices will cover the high end for Nokia. they are expected to continue to be significant in India given their strong brand presence. Share of Android is expected to grow significantly to over 50% of the Smartphone market. As more India OEMs launch Smartphones. This initiative has opened up the potential for other players and we expect a few other carriers to experiment with this model on an opportunistic basis to improve their competitive edge. especially in high end smartphones. Other Smartphones trends for 2012 in India:  Emergence of multiple SIM Smartphones – Samsung has already launched Dual-SIM Smartphones such as Galaxy Pro Duos and Wave Y Duos and is expected to launch Dual-SIM capability on it’s more popular lineup such as Galaxy Y and S II. we expect it to still hold a respectable 23. .