Linked by Thom Holwerda on Fri 26th Jul 2013 14:56 UTC
PDAs, Cellphones, Wireless "In smartphones, it's not all about Apple and Samsung anymore. For several years, these two companies have dominated the mobile phone-making business, successively one-upping each other with ever sleeker, more technologically sophisticated iPhones and Galaxy handsets that left would-be rivals grasping. But now the competition is stirring, and consumers are giving another look to brands they once ignored." Not only is Samsung now more profitable in mobile than Apple (next goalpost please), smaller Android manufacturers, such as LG, ZTE, and Lenovo, are making huge inroads, and are raking in growing profits - in fact, these three now belong to the top 5 mobile device makers. The common parlance that only Samsung is making a profit off Android is simply no longer true.
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RE[2]: Comment by cdude
by przemo_li on Sat 27th Jul 2013 07:29 UTC in reply to "RE: Comment by cdude"
przemo_li
Member since:
2010-06-01

You mean ~8mln vs ~10-14mln?

That would be spitting distance (if seen in bigger picture of whole market)

Though:

1) Nokia loose 14% per Lumia sold (in 2Q13).
2) Nokia is far behind in actual GROWTH numbers (so likely Android OEM's will outpace Nokia even more in next quater)

Will see in next Q if this trend continue, and how good Nokia is at it.

Reply Parent Score: 1

RE[3]: Comment by cdude
by Nelson on Sat 27th Jul 2013 12:09 in reply to "RE[2]: Comment by cdude"
Nelson Member since:
2005-11-29


1) Nokia loose 14% per Lumia sold (in 2Q13).


And these are mainly due to increased operating expenses, but down dramatically YoY and also down sequentially. So things are getting better as Nokia cuts costs. I expect this trend to continue.

This is also an aside, as it has nothing to do with the volumes shipped.


2) Nokia is far behind in actual GROWTH numbers (so likely Android OEM's will outpace Nokia even more in next quater)


The YoY growth numbers for OEMs were impressive, no doubt. Triple digits is nothing to sneeze at.

Sequentially, LG for example sold 17% QoQ which Nokia outdid with over 30% growth in Lumia volume shipments.

For reference, the Smart Phone market grew 10% QoQ.
If Nokia keeps up this growth trajectory then they will indeed catch up to the Android OEMs rate of growth. Which kind of calls into question the "Windows Phone isn't selling" meme.


Will see in next Q if this trend continue, and how good Nokia is at it.


Indeed. I am interested in seeing if Nokia can sustain this growth into Q3.

Positive catalysts for me are:

- Introduction of the Lumia 1020
- Full Q availability of the Lumia 925
- Full Q availability of the Lumia 928
- Full Q availability of the Lumia 520/521
- 521 roll outs on MetroPCS and Prepaid AT&T in the US
- 625 roll out in China

The many simultaneous product launches will undoubtedly show a positive shift upwards in device ASP and in Lumia volumes. The magnitudes of these shifts is what's too early to tell, and once some reports start coming out it should make the picture less fuzzy ahead of the Q3 results.

I personally estimated 7.7 - 8 in Q2 so I was off a bit and probably due to a little confirmation bias, but we'll see.

Reply Parent Score: 3