So how's our fave bloodbath doing? The smartphone wars keep turning up new twists and turns. This week saw the release of the iPhone 4. We heard from Piper Jaffray that 77% of them went to repeat customers vs 56% last year this time.
RIM reported sales of 11.2 million Blackberries. The growth is strong, another 6% from Q1. Likely about on par with industry growth, typical RIM. But also, in line with statements we've been hearing from other smartphone makers like Nokia, Samsung, Lenovo, Motorola, LG, SonyEricsson - the profits are very tight. RIM reported lowered average sales prices and their profits came in less than the Wall Street analysts expected. Is this a sign of the bloodbath? For sure. Also RIM passed 100M cumulative shipments - didn't I tell you it would happen in this Quarter haha.. Congrats! a huge milestone.
The big bomb came from Google who reported they are now selling 160,000 Android devices per day. That means an annual run rate of 58 million! Just some weeks ago it was 36 million. Now its 58 million. That pushes Android not just safely ahead of the iPhone (which was running 35 million in Q1) but now Android devices have passed Blackberry (run rate of 46 million currently) to be the second bestselling smartphone OS, behind only Symbian which runs about 70 million. Earlier I had been saying Android can't catch Symbian during 2011, now if this rate keeps up, they will. Massive news.
Meanwhile Microsoft is deeply in trouble. They've managed to launch or announce 4 separate incompatible OS's this year - Windows Mobile 6.5, Windows Phone 7, the Kin OS which is somewhere inbetween, and now a business/enterprise oriented OS to continue support of old enterprise apps and developers? Meanwhile rumors say Kin is not selling at all well. While Android rockets past all rivals, what is happening to MS? They are facing emergency action by the WWF as an endagered species haha..
Over at Nokia, they say the N-Series is shifting to MeeGo while the remaining about 80%+ Nokia smartphones will continue on Symbian including E-Series.
(this blog is still in draft shape but I wanted to publish it as I know some are waiting for my comments, I will finish this blog a bit later, after have done all the twittering etc. That CTIA and App Store blog article excitement has kept me very busy past few days haha)