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> LG lost to SE in q3 for shipment
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remember people don't have money to spend on cellphones anymore....Some people can hardly find food to eat....so you might see a decrease in mobile marketing
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Posted: 2008-10-20 19:15:58
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I am interested to see whether SE can execute the plan to throw out more high end stuff...tht news we saw about admitting wrong strategy and focus on high end stuff was done before we see every gov start pumping money into the financial system plus a lot of job cuts begin.
Mobile phone is not something people will die if they dont have it... for me, I see the coming years could be the focus on who able to have good sell thru on mid range to entry level phone. Profit margin will get eroded and market share can be something all hoping for...this is some sort like a strategy...you need people who start getting their first phone using one brand at entry level first...when they can afford better phone....that particular brand will be top on the wish list as usual. Well at least this is what happened at where I stay hehe...
let see...btw I am pin pointing on market share, not the Profit and lost
but someone have point it out.
SE is making a lost...but it didn't mean they cannot ends up getting more market share. They predict they hold a flat market share but will be known on 24th Oct once Samsung get their report out. Motorola .... I believe it could be flat in output.
Taiwan OEM or ODM for motorola can be tip of an iceberg since Motorola also having their own factory...i remmeber one is at southern part of shanghai being a JV and the other one as many known...at Tianjin China.
OEM and ODM mostly making entry level phone.... and as far as I know if you follow up all the time on digitimes.com or evertiq.com you might have notice Compal ...one of motorola odm is kinda indicating their sales for this year isn't spectacular while Foxconn...one of the big supplier for Motorola is planning to trim down their headcount in china by ....80 to 90k yes....they have 500k workers in china....its like poppulation of a city.
For me....everything happening on the economy is messing up things we used to know...so what I enjoying now is to see how the situation of all this manufacturer...I seen it before in 2000 when Ericsson need to JV with Sony.
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Posted: 2008-10-21 06:49:54
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On 2008-10-20 12:49:10, EMS06 wrote:
There's only one manufacturer that is capable of eating into Nokia's market share and that is unquestionably Samsung. At the moment they are the "in form" manufacturer.
I believe we are going to see another drop from Motorola. They haven't come up with anything and their distribution and marketing is dead.
Samsung to major market is USA and South Korea...GSM or CDMA
one of them already in credit crisis...the other one is going to burst...this is what i can recalled when a few months back...newspaper at asia keep on reporting scandal and problem on South Korea's credit card and personal loan issue....
once this two major maker suffering...it can hurt Samsung as well.
[ This Message was edited by: c96sthl on 2008-10-21 06:02 ]
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Posted: 2008-10-21 07:01:08
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People we have to wait untill all the manufacturers hand in their reports, (to see who lost and who won and by how much). Before then we can only speculate. All of you seem to have forgoten Apple. My prediction is: Nokia -1.5% , Samsung +0.5%, Lg a bit down, Motorola and SE same, iPhone +0.5%. But this is total speculation. In a week or so we will know more. However, one thing looks pretty certain - Moto and SE are the loosers of 2008
with the rest 'floating' around.
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Posted: 2008-10-21 15:54:46
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Yes... Even if this is a bad period for the economy, looking at the market share somebody must gain some points and i think that Apple sold a lot of iPhones. It's still only a nieche but from the launch in (almost) all Europe more and more iPhones are appearing...
[ This Message was edited by: TeknoBoi90 on 2008-10-21 15:29 ]
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Posted: 2008-10-21 16:28:46
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yup I forgotten APPLE..
today Steve Jobs or now he is giving a webcast
as far as shipment...3G iPHONE sold 6.5million within one quarter.
2G iPhone total shipment is 6.1million!!!
now iPHONE beat RIM in market share at USA if I am not mistaken when briefly looking into the report.
not surprise people who is losing market share lost to RIM and APPLE since both seem to be doing quite well.
2 days to go for Samsung to announce how their situation but today I read news about South Korea is going thru some small credit crisis...not as bad as 10yrs ago which Korea almost declared bankrupt but I doubt it will look good for Samsung.
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Posted: 2008-10-22 03:16:13
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On 2008-10-21 15:54:46, mario2004 wrote:
...All of you seem to have forgoten Apple...
Yes, and I read it was 6.9 million not 6.5. Their sales figures should be followed carefully because they only have 1 model. If they expand the range, lookout everybody else. Having said that, I intend to return to SE as soon as their GUI reaches the standard of Apple's. Hopefully that will be with the G705a. I miss the modem feature badly enough to make the iPhone a temporary solution. I wonder how many others will return to SE with X1, G705 and C905 coming?
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Posted: 2008-10-22 04:45:27
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Previously I had have 3 concurrently used Sony Ericsson phones. Then I bought the iPhone 3G after careful consideration vs Samsung Omnia and I have to give away my P990 for that and just maintained my W910i and K550i. I plan to maintain both iPhone and Sony Ericsson phones. Although Samsung phones are so advanced and high tech the UI even in the Windows Mobile-powered Omnia and the chic F480 are really disappointing. I love SE's UI and of course Apple's.
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Posted: 2008-10-22 05:15:25
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another company to watch out is HTC
I never see their report about shipment but looking at technical review sites....their product seem to be quite well received.
It just mean the current tough time is changing the mobile phone market.....it could be the end of us just knowing Nokia/ Samsung/ LG/ SE/ Motorola....we have to take note those unique maker like Apple/ RIM/ HTC which is going to erode market share from the traditional maker.
Now if Apple move into Japan/ CDMA....the impact will be even more...especially for those tht make CDMA phone (exclude SE which only make for Japan with small market share)
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Posted: 2008-10-22 08:23:25
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Imo HTC is unbeatable in Windows Mobile devices
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Posted: 2008-10-22 10:00:01
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