So some updates
Blackberry gives Q2 results, sold 6.8 Million smartphones but made a loss. The good news is that for the first time since 2010, Blackberry (ie company previously known as RIM) has generated a quarterly increase in smartphone sales. Yes, all through 2011 and 2012, every quarter-on-quarter RIM ie Blackberry saw ever-declining sales. That fall has been ended, as I predicted the BB10 powered sales have reversed the trend and Blackberry sees a very healty 13% increase in unit sales for the quarter, where this quarter globally is usually about flat for smartphone sales. But BB is still in the red, so this is no time to celebrate. The BB10 based new phones accounted for 39.8% of all Blackberry smartphones sales, that is very good and note it is far faster ramp-up of the new OS than for example Nokia was able to do with the introduction of Windows in its first two quarters. Now folks over there in Waterloo, get the business back in order and return Blackberry to profits!!
Market relevance? Blackberry's prelim market share for Q2 is 3.1%, up from 2.8% in Q1. Blackberry makes a strong case that it should remain in the Top 10 (and someone else should fall out or remain out).
So who is out? We heard from Digitimes reporting on Chinese sales for Q2, that Coolpad (ie Yulong ie China Wireless) did a whopping 8.4 million unit sales. So Yulong is rather safely 'in' in the Top 10, locking up its place there. And we've heard from India that Spice has introduced its first Coolpad smartphones for the India market, so Coolpad is now following in Huawei, ZTE and Lenovo footsteps, taking the Chinese smartphone brand abroad.
HTC which dropped out of the Top 10 for the first time last quarter, said they had shipped 5 million of the new HTC One smartphones. So if we count say 3 million of that as sales, HTC should be in for a good rebound, into the high 6 or low 7 million level.
So that leaves us with Nokia. Nokia promised with Q1 results that Lumia sales would be up at least 28% this quarter. So from 5.6 million we should see 7.1 million Lumia sales. If we toss in a couple of last Symbian sales, Nokia would then be in roughly 3.3% market share. But how is Lumia doing? We have the usual early data points - ComScore reports that Windows market share in the USA is down slightly from their previous quarter report. But Kantar reports that US sales in April were up in the USA vs their numbers from February. A mixed bag for America. How about the rest of the world? Kantar April vs February comparison gives us increased Windows sales in the UK, Australia and China, but decreased Windows sales in Germany and Italy. Again a mixed bag. I would expect somewhat growth for Nokia yes, but I doubt they won't get to the promised 28% level. And that brings Nokia tantalizingly close to the high 6 million level as well. Blackberry's 6.8 million number is the threhshold. If Nokia clears that, sells 6.9 million, they are safe. If Nokia falls below 6.8 million smartphones, then its down to how well HTC did, to see if Nokia drops out fo the Top 10, or if HTC remains on the outside. If Nokia sells more than 6.8 million, then the same waiting game would be for Blackberry. And as we know, the frustrating part is that HTC does not release their unit sales number so we have to wait for other sources to give us that number....
Ah, the intrigue, eh? Some other little bits of news. Sony confirmed their total 2012 smartphone sales were 33 million (I had counted them at 31.9 million. Not bad 'guesswork' haha...)
Motorola is vanishing. They dropped already out of the Top 10 last year so I'm not actively monitoring them or counting them but we heard, they only sold 1.2 million total smartphones in Q1. Going, going, Motogone.
European market we see Nokia still sells 37% of the dumbphones there but only 5% of the smartphones according to the European market analysis by IDC. Sadly the market for phones in Europe is already at 3 out of every 4 phones being a smartphone, so again, Nokia once was well ahead of this curve, selling more smartphones than dumbphones in its 'home market' but then Mr Elop came to town and wrecked all that.
Oh, talking about the Fired-CEO-Walking dude, there were news stories from Finland that the Nokia Board has been having emergency meetings. Lets hope it was about firing Elop and looking for a replacement CEO. And there were also stories that a top Microsoft mobile guy was visiting Finland. Yeah, total accident of timing. I hope they negotiated the deal to sell the Lumia unit - with Elop included - to Microsoft and Nokia could get rid of its Microsoftian nightmare...
Hey, Sony! Sony has taken 3rd place in European smartphone market according to IDC. Nice come-back Sony. Keep that up now, go return to the US market too and lets see the Xperia line as one worthy of the leadership of the Sony brand.
Thats whats brewing now in the smartphones space. More as it develops.