We have some more quarterly results in smartphone bloodbath.
LG reported surprising and strong positive news. Their smartphone sales were 14.5 million units in Q2 up 14% from Q1, giving LG a preliminary market share of about 5% and a strong hold on the rank of 5th largest smartphone maker this quarter (possibly even 4th).
Microsoft also reported on its Nokia unit, with 5.8 million Lumia smartphones reported. This is not a full quarter of sales, so when we adjust the sales for full-quarter size, it is 7.7 million which is up 5% from Q1 or right in line with the industry. Microsoft's smartphone market share (own devices ie Lumia) is thus about 2.7%. For Windows Phone overall including the other manufacturers, my preliminary estimate is 3% market share or flat from Q1.
As expected, cowardly Microsoft didn't report X Series sales of Nokia smartphones running on Android but those would have been in the several million range before their future was now ended last week. But Microsoft did report that the rest of its handsets, non-Lumia which includes most of Asha and S40 and S30 featurephones plus the X Series on Android, was 30 million. When we adjust that for full quarter, we get 41 million non-Lumia phone sales by ex-Nokia, down 29% from Q1. That is a collapse of sales. The previous quarter when Nokia still owned the unit, its quarterly unit sales decline was only 13% and that reflected the traditional slow quarter of Q1 after the strong Christmas sales in Q4. Now the non-Lumia handset sales of ex-Nokia fell by nearly a third in just three months. Very clearly the industry is sending Microsoft the message that it won't accept a phone from Microsoft as being the same as it was as Nokia. And knowing all this, no wonder last week Microsoft decided to fire half of the ex-Nokia staff it had just acquired. It only surprises me, that why is Elop still allowed to remain in control of the handset division (hardware division) over there at Microsoft.
So yeah, total Nokia handsets (dumb and smart) had 15% market share last year when Microsoft announced this acquisition. The total Nokia handsets (dumb and smart) have now only 11% of the total handset market, so whatever 'promise' was that the non-smart Nokia 'Asha' and other featurephones could propel some magical rise in Microsoft's smartphone desires, that is obviously vanishing too as we speak. Oh, PS, still no profits out of the ex-Nokia handset business that Elop wrecked. The smartphone unit has now produced 12 consecutive quarters of losses!
Ok. Thats all from the smartphone Bloodbath today...