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January 21, 2013

Comments

newbie reader

@ejvictor

// growth of WP in Italy(Kantar numbers)?
// Dumping?

Yep, I see no other explanation.

Nokia had big stock of older, unsold, WP phones. Due to previous overestimation of sales, believing its own lies :)

Now what to do with them? Selling them cheap worldwide would cannibalize new phone sales. So, dump them all in some regional market.

panax iletişim

fweregard for customers on display - the most recent occurence was shoving down the Metro interface down their desktop customers' throats. They do as they please - when they please and then it's always 'screw you customer - adapt or die'. This worked as long as they had a monopew!

nzt 48

Yes, is all those reading Tomi's blog and know what Symbian is, what S40 is, are mobile-geeks. Most customers are not. They not even known what is NZT 48?

Tomi T Ahonen

On the latest Kantar numbers

First - note that Kantar itself mentions about Windows that the USA and China problems with Windows are far worse than what little gains made in EU5

Second - that Italy jump - is not function of Windows selling particularly well in Italy its the result of Nokia's dominant position in Italy. Out of the EU5 that Kantar tracks, Italy was always Nokia's strongest market - hence when Nokia went Lumia, of course Italy will do better for Lumia than UK or France etc.

Third - the jump effect is massively distorted because Q4 of 2011 was Windows Phone's lowest point, as the other Windows partners were bailing out of the Windows ecosystem and Nokia had not yet ramped up. So any comparison Q4 of 2011 to Q4 of 2012 will be exaggerated because of that deepest ditch that Windows was in back in 2011. If you compare June 2011 to June 2012, or compare March 2012 to March 2013 - the effect is far more muted

Fourth - most importantly, compare not Kantar year ago, compare Kantar recently. So compared to November Kantar 2012 to December Kantar 2012 - and the news is devastating. Going into Christmas, as Nokia's Lumia is in top launch, what happens to Windows Phone - in USA it declines, in China it declines, in Australia it declines, only in Eu5 its slight growth. THAT is the real news, Windows Phone 8 is ALREADY experiencing a post-launch dip and the early feedback (all the problems, huge price cuts etc) suggest Q1 will be disasterous again

Tomi Ahonen :-)

Spawn

@John Waclawsky|

BB will sell but I have my doubts its going to sky-rock. There are to much limiting factors. I think it will stop the RIMM-bleeding but they are currently not in a position it makes a huge difference market share wise. Winning the fight at the bottom still makes you not to the top and that's where RIMM was not so long ago.

Tizen has more potential when pushed in masses to gain significant share depending on execution and strategies. It doesn't have much to lose but only to gain.

JollaMobile, FirefoxOS and Ubuntu will probably do well enough but not sky-rock either.

It stays an Android & Apple landscape in 2013/2014. My guess, maybe not accurate and I really hope I cam wrong on that.

p.s. yes, NOBODY WANTS A WINDOWS PHONE OR TABLET and yet I expect to see Surface Phone coming and going soon. Order more popcorn before!

Lasko

+1 for sharing your opinion on BB10 and RIM Tomi.

URNumber6

@ejvictor

Nokia 800 was dumped in UK and Italy in Q4 2012.

UK's biggest supermarkets (Tesco, Asda, etc...) were selling them at £140 without contract. At one point Carphone Warehouse was doing them for £116.

I think the reclassification of Ashas as smartphones may be to disguise the gross margin on Lumia sales. It's going to be interesting to see the financials when they come out to see if Asha sales|gm and Lumia sales|gm are stated separately or as a whole. If they're stated together with no breakdown you might suspect Elop is trying to hide the dreadful truth that the increase in Lumia sales in Q4 is only due to price dumped redundant stock being sold off at less than cost.

Winter

@URNumber6
Link to a Belgian site (in Dutch) that discovers the Lumia 800 is sold for 189 euro at Aldi stores.

http://www.mobilecowboys.nl/raarmaarwaar/17662

As usual in Belgium, SIM-lock free, no contract.

Winter

Here is the same news in English:

http://www.whiteboardmag.com/aldi-to-start-selling-nokia-800-for-less-200/

Actually, if Android could be made to run on this phone, I would be thinking very hard to make the trip myself and buy one.

news and media building temple way

Yesterday, while I was at work, my cousin stole my apple ipad and tested to see if it can survive a forty foot drop, just so she can be a youtube sensation. My iPad is now destroyed and she has 83 views. I know this is totally off topic but I had to share it with someone!

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