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Smartphones will make up 54% of mobile phones sold in 2013, predicts IHS iSuppli. Earlier this...
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Tuesday, August 28, 2012, 6:29 PM ETSmartphones will make up 54% of mobile phones sold in 2013, predicts IHS iSuppli. Earlier this year, UBS predicted smartphones would make up 41% of 2012 phone sales. Just as Google, Apple, Samsung, and mobile processor firms benefit from this trend, feature phone king Nokia (NOK) risks being a loser. Nokia is on the clock to bring Windows Phone price points down to levels comparable to those of low-end Android phones from Chinese vendors.
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IHS iSuppli.predicts, everybody would benefit from this trend that smartphones would make up 54% of Mobile Phones in 2013 except Nokia because ppl wants Nokia Shares go down so they can buy them cheap. Nokia fell to $ 3 but started going back up again because there was nobody left for Profit Taking. Now I can see it reaching $ 3.50 before the shorts short it out again.
In the meanwhile, the stock of tiny little Chinese Supplier of Electronics parts to Apple, Nokia and others NTE has rocketed from $ 5 to $ 10 quietly because there are no Gamblers or Speculative Investors there bullshitting price up and down. Presently I do not owe any NTE Shares.
Low end Android products can't compare very well with feature phones by Nokia, and for that matter Motorola and Samsung as well. They run poorly and are painful to operate. The processors and screens are just a nightmare when dealing with a smartphone OS.
The segment of the market acquiring said low end Android products likely isn't doing so for any reason outside promotions and subsidies by manufacturers and operators. Certainly not by choice... I have a family member who was effectively given two such devices and she went out and bought a Samsung Galaxy in the end because she couldn't stand using the freebies.
I'd add that Blackberry has this segment as well, its low end Curve devices are just designed to be data cheap and the product itself is low cost and awesome for grabbing signal. RIM is more likely Nokia's biggest competitor in the space.
I think Sammy took RIM's Blackberry, HTC's WM6, Motorola featurephone, and NOKIAs Symbian and featurephone lunches in SE Asia and ran away with them. These were all companies that were doing well there, and Samsung swooped in and cleaned house running Android while they were regrouping from the Apple onslaught.
But I'd hesitate to suggest that this will continue indefinitely. I think the companies above listed are regrouping and will come back.
To be clearer, I do believe cheapie Androids cleaned house initially but that none of the above (RIM, NOK, HTC, Moto) are pursuing the same strategies they were when the cheapie Androids and the iPhone hit the market and wiped the slate clean of them.
One of the weirder things to happen recently was an iPhone refurbish outfit in China. The police broke that up. Essentially they were placing components of other mobile phones into old iPhone cases. That's a step up from Kirf copies.
As we get closer to September 5th, it would seem that Nokia is making someone or companies very nervous.
This game looks more like politics than the stock market. Don't trust analysts opinions, check it out yourself.
On top of this, you have industry rivals (Android) suffering a monumental defeat in the courtroom. If one thinks the verdict impact is minimal, think again! See this Bloomberg story.
http://bloom.bg/Ppgc5B