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IDC now forecasts total mobile phone sales will rise just 1.4% Y/Y in 2012 to 1.7B - they rose...
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Tuesday, December 4, 2012, 5:19 PM ETIDC now forecasts total mobile phone sales will rise just 1.4% Y/Y in 2012 to 1.7B - they rose 2.4% in Q3. Smartphone shipments are seen rising 45.1% to 717.5M after growing 45.3% in Q3. Android, which had an estimated 75% of the smartphone market in Q3, is expected to control 68.3% for the whole of 2012. iOS is seen having an 18.8% share, BlackBerry 4.7%, and Windows Phone 2.6%.
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Long NOK
13% of the total. 87% being non "smart" phones.
If Nokia were to give their Asha phones all the features of a smart phone; touchscreen, web browser, facebook integration, twitter integration and so on, for ~$50 no subsidy.
Why would carriers subsidize smart phones at all when they can supply an Asha and make more margin?
When you have a market of 1.7 billion vs a couple of hundred million why would developers make "smart" phone apps when the non "smart" phone market is 6 times bigger?
For Nokia stock holders, Asha is worth watching.