A few comments relating to smartphones
Blackberry results came out last week. They managed to sell 1.1 million smartphones. Its still going down the Cliff, that is down from 1.6 million three months prior and Blackberry's market share is around 0.3%. And they are still making a loss. As I said the Passport form factor was not the solution.
Kantar has their latest numbers out. First off, Saamsung S6. Kantar told us that in the US market Samsung brand has made strong gains powered by the S6 That is definitely to be expected by any new flagsip by the world's largest phone brand but the alarming part... The older S5 is still outselling the S6 in the US market! That's a big ouch. And the US market is the one where the mistakes in the S6 design (no more microSD slot, no more removable battery and no more waterproofing) will have the least relevance, Samsung's customers in Africa, India, China etc will notice those deficiencies more than those in the USA and this sales pattern is likely worse in other markets. All consistent with the data that S6 is selling less rapidly than S5 or S4. Incidentially Kantar says in US market bestselling smartphone is S5, second bestselling is the iPhone and the S6 is only the third bestselling model...
So Kantar? We know how to read Kantar. You can't take their table comparing the last 3 months to the 3 months a year ago. There is far too much inaccuracy for global numbers using Kantar because they dont' survey much of the planet and even in China they only measure urban ie city markets. The way to read Kantar is as a 'leading indicator' of what this just-ended quarter (April-June) looks like compared to the previous quarter (January-March) for which we of course know the numbers. So by getting the '3 months ended March' data from Kantar's archive, and comparing that 3 month period to the latest data, we get very useful and usually quite reliable measures of what is going on.
By that methodology, and adjusting for population sizes and missing markets we do see rare uniformity in the Kantar numbers that Android is up in all regions vs Q1 and iOS is down in all. (Usually some markets re up, some are down). What does it look like? Looks like iPhone market share will be about 15% in Q2 ie about 50 million units of iPhones. iPhone down 2 points of market share from Q1 and Android up 2 points of market share. Meanwhile Windows Phone ie Lumia? Kantar numbers suggest they are again down and would be consistent with about 8 million total Lumia units in Q2 (although Microsoft might stop reporting Lumia sales after its latest restructuring, and if that happens, the results could be worse).
Then some other tidbits. Remember the funky Sony DSLR style accessory lenses from two years ago? Olympus has now launched a similar series to give you a DSLR style removable camera lens series for your cameraphone. Note these do not snap onto the existing camera of your phone, the Olympus lenses like the Sony lenses have their own camera sensor, and they only use your smartphone display as the viewfinder and as the remote control of the camera lens.
So on the Sony Xperia renaming mess. Can it possibly help the rebranded Xperia Z3+ that OTHER Xperia 4 models are now appearing? In Japan the Z3+ is sold as the Z4 so first off, the Z4 'exists'. Secondly, there is that Verizon Z4V in the US market which obviously now makes a mockery of the Z3+ branding elsewhere. But then the OTHER Xperia Z4 models? There's going to be a Z4 tablet and now the latest model is the Z4 Compact. All of these will ONLY FURTHER DAMAGE the sales of the renamded Z3+. And this happened at THE worst time when Samsung was stumbling. They are idiots at Sony and that marketing 'boss' who renamed the Z4 has to be fired. Sony should rename the remaining Z3+ back to Z4 in whatever markets it hasen't yet been released.
On Tizen. Samsung has passed the 1 million unit sales level with the Z1, its only Tizen smartphone model sold only in two countries, India and Bangladesh, in six months. Strong indication that more Tizen models 'should' be coming but we've heard these rumblings before and I won't believe it until I see it haha. Tizen should be expanding to several big markets next such as Russia, China etc. One million smartphones in six months is a promising start for the new OS but it HAS to be expanded now and fast. One million in six months means globally still only one seventh of one percent. But haha, Blackberry sold globally only 1.1 million smartphones in three months so yeah.. Tizen may be soon claiming its first scalp.
Windows Phone rumors continue that Satya Nadella will shut down the Lumia unit or severely curtail it further. That day is near, so be prepared.
Huawei reports roaring sales wtth 50 million smartphones sold in the first 6 months of 2015, so if Android sales are up and Samsung is stumbling, one of the winners seems to be Huawei. And they also are pushing the limits of phabet size, introducing a 6.8 inch screen to a phablet.
So thats a quick view to recent developments.. More soon.