BREAKING NEWS: Coolpad enters Top 10 biggest smartphone brands, replaces Blackberry which tumbles out of Top 10.
CORRECTED on 18 May: The final numbers are now out. Blackberry had a nasty quarter, but HTC had an even worse one, so much so, that it fell from significantly stronger sales than Blackberry in Q4 of 2012, to yes, less than Blackberry now in Q1, so it wasn't Blackberry that was tossed out of Top 10, it was HTC. Here are the Q1 numbers.
I warned this was about to happen. China's Coolpad brand, made by China Wireless (also known as Yulong) has just reported on its 2012 total sales (20M units) and its growth trajectory for 2013 (expects 30M total sales this year). My preliminary number for Coolpad Q1 sales is 6.8 million, far above both Nokia and Blackberry sales this quarter (6.1 and 6.0 million), so even if Coolpad is way off, it will be safely bigger than those two former smarpthone giants.
So Coolpad (China Wireless/Yulong) enters the global Top 10 biggest smartphone brands, becoming the fourth Chinese brand in the Top 10 (behind Huawei, ZTE and Lenovo). And sadly for the only Canadian handset maker, iconic Blackberry (formerly RIM) drops out of the Top 10. Blackberry was the world's second largest smartphone maker as recently as 2010.
Congratulations Coolpad! Its very likely their ranking is not 10th, they likely are at least 9th largest already (also bigger than Nokia which now falls to 10th. Nokia was world's largest smartphone maker as recently as this same quarter, Q1 just two years ago, 2011).
Meanwhile, I do expect Blackberry to re-enter the global smartphone Top 10 biggest manufacturers in Q2 of this year, displacing Nokia, based both on current Nokia smartphone sales trajectory and market reactions to Windows Phone 8 (meek) vs Blackberry's customer enthusiasm to BB10 and in particular the QWERTY-based Q10 smartphone they just started selling. So while Coolpad is pretty safe to stay in the Top 10, I do think Nokia will fall out in Q2 and Blackberry climbs back in. But for that, we have to see some more numbers and wait a couple more months...
All info in this blog free to share.
@CN
Well, if you check out this chart of quarterly sales since 2007 there is a pattern: http://upload.wikimedia.org/wikipedia/en/timeline/0b80bf3cdc3194f8e35dfa67baa0d80a.png
In four cases Q2 is less than Q1, and in two cases Q2 is more. If the markets were stable too I'd guess the dip would be more prominent in the chart.
Similar pattern can be observed with Nokia.
There exists a seasonal variation, which is amplified or attenuated by other factors, which add noise... For example if the company is on a growth/decline path the the dip would be hidden.
Posted by: Janne Särkelä | April 26, 2013 at 11:45 AM
@John Phamlore: "Nokia worked with Intel to develop MeeGo, which meant no CDMA MeeGo handsets for Sprint or Verizon and no LTE MeeGo handsets for any market at all" - why?
Android supports many solutions, MeeGo is Linux, too. I think hw adaptation should be quite similar if not the same for both of them...
The one can find many valid(?) reasons cancelling MeeGo but not HW issues...
Posted by: zlutor | April 26, 2013 at 11:59 AM
@john pamlore
You have a WRONG FACT!!!!!
TI was in a good health. Nokia as the biggest smartphone manufacture use lots of TI chips.
The collapse of TI because elop suddenly change the cost of Nokia. WP only use Qualcomm chip.
Posted by: cycnus | April 26, 2013 at 05:25 PM
@John Phamlore
Considering that Meer community was able to run MeeGo on Nexus hardware, I can hardly see why it would be problem to company with Nokia resources.
We talk Top500...
And till recent events Nokia was only accused for bad management, not lack of resources...
http://gizmodo.com/5648730/meego-looks-pretty-great-on-everyone-elses-phones
(After all that's why everybody is crazy about Linux in smartphone space. It allow You to run your software on anything)
Posted by: przemo_li | April 27, 2013 at 08:42 AM
@Tomi The projection of Nokia sales you provide looks a bit too pessimistic to me.
In fact, one of the key reason you underlined for low Lumia sales last year was its insanely High sale price. But today, with "low cost" versions such as the Lumia 520 on sales, I expect the number of Smartphone sold to pick up.
Sure, selling low-cost smartphone doesn't really help margins, but well, as long as the ranking is scored only on the number of smartphone sold, this is going to help Nokia. A lot.
Posted by: Cyan | April 29, 2013 at 08:37 PM
Android, Linux, and iOs, BSD. That proves two points. First Unix is it. Second anything country/company only failed. As of today its ALL based upon international cooperation. From Firefox, over Sailfish, Tizen, iOs up to Android. All done by a cooperation of world-wide talents using there talent for a better world or, how Baron95 may name them, communists!
Posted by: Spawn | May 01, 2013 at 01:19 PM
@Cyan
In the past years Nokia had the time-advantage. Now there is plenty new competition coming or already in the market they not had before.
Take that into account and expect competition to eat some of the small market share left for Nokia while they failed to get traction with WP8.
For the Lumia 520: still more expensive then Huawei WP8 devices which just came to market. A prime example of new competition Nokia not had before mixed with Microsoft strategy-changes caused by Nokia's failure. With Huawei an asian tiger took over some of the exclusivity Nokia had with Microsoft. Huawei is the preferred Africa-partner of Microsoft, not Nokia, for example. Expect the same for there home, asia and greater china region.
And then there is the wide range of carrier-support for low-end firefoxos, Tizen, Blackberry 10, Sailfish abd Ubuntu Phone.
Nokia enjoyed past years exclusivity and very less competition. That changed. I wouldn't expect them to perform better then before under that more difficult conditions.
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