Over the last fortnight number of announcements have been made that I think are worth examining in the context of Juniper’s recently-published report on low-cost handsets and how we expect operators and vendors to concentrate on this potentially massive market.
Pakistan has just reduced the mandatory SIM Activation Tax from Rs500 per connection to Rs250, while ‘regulatory [...]
Mobile Markets
In recent months, I’ve been looking at the flipside of the smartphone phenomenon. Smartphones accounted for 13% of all mobile device shipments in 2008 and, by 2015, such devices will likely represent around one-third of all annual new mobile phone sales, we believe.
Giddying numbers. Especially for pressurised device vendors keen to stabilise their balance sheets and [...]
We knew it would get worse before it starts to get better, but the first-quarter results that deluged the industry this week pretty much confirmed earlier warnings from industry-leaders such as Nokia and Samsung that the handset market could contract by 10% or more this year.
The worst of the pain should already be over, though, with the [...]
This week, Apple and AT&T each released results for Q1 2009. Naturally enough, both were keen to talk up the continued vigorous growth in sales of iPhones. AT&T has the exclusive rights to sell the iPhone in the US and sold more than 1.6 million units to customers during Q1. Overall, Apple shipped nearly 3.8 million units over [...]
It says something about the robustness of Nokia that, when the Finnish company unveiled a 90%-plus dip in profits for the first quarter of 2009, shareholders and analysts alike all breathed a collective sigh of relief that the results hadn’t been worse.
Plus, with CEO Olli-Pekka Kallasvuo expecting that the next quarter will see a stabilisation - [...]
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