A few quick notes that may interest my readers about the Digital Jamboree, ie Smartphone Bloodbath Year Three. We have first of all LG reporting its numbers. Their handset business is now highly profitable once again (after they abandoned Microsoft Windows based lunacy and went full Android). How many did they sell in Q3? Half of their 14.4 million handsets sold were smartphones ie 7.2 Million. So LG has leapfrogged Nokia and is now chasing HTC and RIM. LG is now on the mend, and have a 4% market share currently with growing smartphone sales again. Congrats!
Then Sony? After they got rid of the Ericsson baggage in the SonyEricsson partnership and started to pursue their best consumer electronics knowhow, how is that smartphone biz doing? Sony sold 7.4 million smartphones last quarter, now they did 8.8 million - a growth of 19% in just one quarter. And the Sony smartphone business which was unprofitable before, is now profitable again. Sony's market share is now up to 5% and they have leapfrogged HTC, RIM and Nokia! Congrats! Oh do I need to mention this, Sony obviously abandoned the loss-inducing Windows nonsense and does just Android now.
Then about those big numbers. As always I'll report the full quarter results and top 10 market shares by handset brands, by operating systems, and by installed bases, plus all top smartphone handset manufacturer analysis once we get all four of the big analyst houses to report their numbers. So far we have Strategy Analytics who counted 161.7 Million smartphones in Q3 and IDC who just now reported 181.1 Million. The Strategy Analytics number is up 11% from that in Q2, while IDC number for Q3 is up.. one percent from their Q3 number they released earlier this week haha.. Yes, IDC keeps revising its number upwards. Earlier we heard that IDC counted 179.7 Million total smartphones sold in Q3, now they have revised that number up by 1% to 181.1 Million (and still, somehow, IDC has forgotten even to count bada based smartphones which we see from various national surveys are still selling like in Russia). Nonetheless IDC's number is up 18% from Q2. And another curiosity - IDC has also revised upwards, without telling us they did, and without giving reason why, their own Q3 number of 2011 - which originally they reported as 118.1 Million but now they have quietly upped that by 5% to 123.7 Million (if you remember, in my Electric Boogaloo analysis Q3 of last year, I used the number of 117.7 Million which was the average of the big 4 at the time. I will not go revisit those numbers, but its somewhat frustrating seeing the reality was bigger and now the 'referees' are 'changing the final score' after the game has ended).
Well, I've warned you readers that is likely to happen in this industry, that the smartphone market is difficult to count and the big houses even will often need to adjust their numbers. The adjustment invariably is upwards, not downwards, like in this case - 5% more sales last year Q3 than originally thought. Thats 6.2 million lost smartphone customers unaccounted for. Thats essentially a whole Nokia-sized gap in the market haha..
Ok, we still await the Gartner and Canalys numbers. Then I'll do the full Top 10 and Q3 analysis for the Digital Jamboree. Now lets all go back and follow the horse-race that is the US Presidential Election..