Among Pyramid Research's 2012 predictions for the mobile industry: the arrival of the Kindle...

Among Pyramid Research's 2012 predictions for the mobile industry: the arrival of the Kindle Fire and other low-end tablets will trigger a "new era of growth" for the tablet market; sales of phones with near-field communications (NFC) functionality will skyrocket; nearly half of all smartphone sales will come from emerging markets; and Apple's (AAPL) smartphone share will drop slightly, thanks to its premium pricing.

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Comments (4)
  • mogando
    , contributor
    Comments (313) | Send Message
    if they're counting all those Chinese forked versions of Android 1.x and Bada on woefully underpowered phones that could barely make a call and text, then yea Apple would lose share in this "smartphone" definition. Selling a $300 phone on 10% gross margin versus Apple selling iPhone at $650 ASP with ~50% gross margin is not even in the same ballpark.


    This is "redefining the dumbphone", not "expanding the smartphone". Since they can't compete with Apple's definition of the smartphone, their only strategy to sound like winning is to expand the definition. (Reminds me how BMW is "losing market share" to GM)
    23 Dec 2011, 09:55 AM Reply Like
  • 215304
    , contributor
    Comments (689) | Send Message
    mogando, well said!
    23 Dec 2011, 11:40 AM Reply Like
  • stefn
    , contributor
    Comments (130) | Send Message
    "... premium pricing ..." If we can get iPhones for free, how does this tag line apply?
    24 Dec 2011, 10:29 AM Reply Like
  • Advill
    , contributor
    Comments (2332) | Send Message


    1. We don´t know volume policies Apple will implement next year.
    2. Apple controls mayor portions (over 60%) of critical parts (as NAND mems, sensible screens etc.
    3. Fractionating of production will no be efficient even Kindle is losing money.
    4. We don´t know price policies Apple will apply next year.
    5. IPhone GS is still a number one sales IN USA, so imagine rest of the world.
    6. Apple is expanding the amount of carriers to near 200 next year.


    So perhaps the opposite is more possible that Pyramid Research conclusions.
    24 Dec 2011, 12:23 PM Reply Like
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