So a few quick notes from Bloodbath wars.
Huawei reported Q3 numbers at 16.8 million smartphones. That is up 8% from Q2 and gives a preliminary market share of 5.3%. Huawei's handset business is profitable.
Microsoft reported 9.3 million Lumia sales for Q3 which is up 21% from the transition-quarter Q2, and gives Microsoft a preliminary market share of 2.9%. They may pop back into the Top 10 depending on how Sony and Motorola do. Microsoft of course is still making huge losses with its Lumia unit. MIcrosoft is also now in the process of removing the Nokia branding of its Lumia smartphones so new models will be identified as MIcrosoft Lumia (only, no Nokia). For all the Microsoft propaganda about its 'growth', note that this ex-Nokia smartphone unit hasn't even recovered to the level of smartphone sales it sold in Q2 of 2012, more than 2 years ago. So don't drink too much of that cool-aid. The Lumia unit is not in 'growth' it is in 'recovery' and has far to go before it would have its head above water-level.
Xiaomi reported very strong continued growth, another 24% from Q2 and hit 18.7 million units of smartphones sold and has a preliminary market share of 5.9%. Xiaomi is profitable of course.
And a word about Nokia the networking company. They are dropping hints that they might come back to handsets as soon as the exclusivity period with Microsoft using the Nokia brand is over. That would be nice.
Also in the rubbish bin: Amazon. They write off most of their investment in smartphones and now sell their Fire smartphones in bargain bins. (Told you so?)
Full Q3 numbers of course will be done when we have all the data (expect it early to mid November)