There are few companies that impact the overall mobile supply chain more than Samsung. They are one of Apple’s largest suppliers, fabbing the processor and LCDs in the iPhone and iPad. They also design and fab the Exynos SoC at the heart of their own Galaxy line of phones and tablets.… Read More
So who’s in and who’s out these days in handsets?
It looks as if Samsung has finally achieved a long-held goal to be the largest handset vendor, taking over from Nokia which has been the market leader for 14 years since 1998 when it passed Motorola. Nokia hasn’t reported yet but they cut their forecast. Samsung … Read More
Well it looks like everyone (including me) was way too conservative about Apple’s iPhone sales last quarter. Analysts were expecting Apple to sell 30M iPhones and 13M iPads. In fact they sold 37M iPhones, almost a quarter more than expected, and over 15M iPads. In fact Apple sold more iPads than HP, the largest PC manufacturer,… Read More
Apple’s iPhone did well in Q4 according to Neilsen who polled recent buyers of smartphones. Of people who had purchased a smartphone in the previous 3 months (roughly Q4) 44.5% chose an iPhone (up from 25.1% in October, roughly Q3). But Android retained the lead with a 46.9% share, down from 61.6% in October. How many phones… Read More
One of the most significant announcements at the consumer electronics show (CES) this week was Intel’s Medfield, an Atom-based smartphone SoC. The SoC itself is unremarkable, perhaps a little better than ARM Cortex-based SoCs in some areas, worse in others. The reason it is significant is that Motorola (soon to be Google,… Read More
Answer: it depends how you count. Units, market share, revenue, profit.
According to Gartner, Android has doubled its market share and now run just over half of the world’s smartphones. Android handset sales actually tripled during the year, selling 61 million last quarter, not that far off a million a day.
iPhone sales … Read More
What’s going on in all these wireless patent battles? And why?
The first thing to understand is that implementing most (all?) wireless standards involves infringing on certain “essential patents.” The word “essential” means that if you meet the standard, you infringe the patent, there is no way around it. You can’t build a CDMA… Read More
So Google is buying Motorola Mobility for $12.5B. If you are a partner of Google using Android then this has both upside and downside. The upside is that Motorola, having been in wireless for longer than almost anyone, presumably has a pretty good patent portfolio that can be used to defend against Apple, Nokia, Microsoft et al. The… Read More
This is an amazing picture (click to enlarge). Apple now makes 2/3 of all the profit in the entire mobile handset industry. And that is the entire handset industry, not just smartphones where it has also blown past Nokia to become number one (although there are more Android handsets than iOS, those handsets are spread across multiple… Read More
