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any link to the CNN interview?
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Posted: 2007-01-18 16:18:52
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On 2007-01-18 11:54:23, goldenface wrote:
@London Andy

Well they have also purchased big stakes in their manufacturing plants too so they have more control of the whole process. They did have a bad reputation for running short of handsets, which must have affected sales figures - I remember it happening with the W800i after it was launched.

Whats needed now is a nice selection of Cyber-shot handsets - 20MP upwards, they need to capitalise on the success of the K800i. The 5.0MP cam is bound to be a hit - as long as the design is right then there is no reason why it shouldn't be as successful as the K800i.

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[ This Message was edited by: goldenface on 2007-01-18 10:54 ]


I don't think you win the war with hardware. Those are most the time off the shelf parts. It is about he right selection and SW. IF you can provide a better quality handset for the same price you can beat all of them. And I have to say it again. SE needs to hire somebody who knows how Hardware works and can write killer FW.
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Posted: 2007-01-19 07:42:07
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Sony Ericsson poses an iPhone Threat

By Tero Kuittinen
RealMoney.com Contributor
1/19/2007 9:26 AM EST

Soon after Motorola and Samsung signaled serious margin disappointments, Sony Ericsson delivered slamming fourth-quarter phone numbers.

It hit the jackpot by nurturing a savvy music strategy. The triumphant progress of the Walkman phone juggernaut is a warning to rivals ranging from Apple to Nokia.

SE is no longer a niche player; it is now a real contender to be the lead brand in an important device segment. Music phones were dismissed as a curiosity in 2004. They are now a vitally important part of the handset-upgrade market.

The contrasting strategies between Samsung, Motorola and Sony Ericsson could not be more intriguing. SE more or less opted out of chasing two hot trends: pricey thin phones and China/India cheapies. Yet even as Samsung and Motorola hit some serious margin trouble in the fourth quarter of 2006, SE extended its spectacular 2006 run.

It's possible that opting out of trends that other top-five vendors are pursuing is a winning formula if you find your own niche to exploit. And it seems like the music phone niche is the one that SE truly understood in a very mature kind of way.

SE's volume success during the 2006 fourth quarter was remarkable -- almost 75 million units, up from 51 million a year earlier. This was achieved with the average sales price (ASP) at a stunning $189 -- a niche-specialist ASP with mass-market volumes.

Meanwhile, several top phone vendors are locked in an arms race measured in millimeters: Who will get below 10 millimeters first with a mass-market model? While slim handsets proliferate, music phones with solid user interface and content-distribution/management software are anything but common.

SE grabbed this ball and ran with it in 2006. Perhaps this happened partly because the music-phone market was widely derided as a burial ground for flops back in 2004. The early models were clunky, and memory was expensive. The iPod seemed invincible. Most phone vendors dialed down R&D of music phones, which did not seem to be a viable mass-market segment.

By the start of 2007, it's clear that music phones can indeed be the very core of the Western handset upgrade market.


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Posted: 2007-01-22 11:19:04
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On 2007-01-18 15:37:17, ares wrote:
Good job SE, now we need some kick ass phones announced



Kick ass fone = uiq
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Posted: 2007-01-22 12:28:00
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I am with you. UIQ
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Posted: 2007-01-23 05:44:26
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@goldenface
Great article

SE really knows what it's doing.
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Posted: 2007-01-23 05:47:00
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@shaliron

Well the strategy seems to be working - let the big boys wipe out their profits, fighting to establish an early presence in the emerging markets, then when they have been opened up, they have nothing left in the pot for R&D etc.

Thats when walk in.
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Posted: 2007-01-23 09:21:13
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LG fourth-quarter profit plunges 85%

(Mobile division 70%)

seems to be the only one to come out with some good news recently.
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Posted: 2007-01-23 10:03:39
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@goldenface- was just watching that on Cnn. It is clear who's on the rise in this area, the competition had better prepare cause it's not going to let up.

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Posted: 2007-01-23 11:00:00
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@EMS06

You see I can't see demand for Camera-phones and Music-phones going away any time soon, whilst devices with things like wi-fi are still niche products and will be for a while.

Slim phones are quite expensive to produce so gunning for that sector is a bigger risk than normal - if you don't get it right first time then millions can be lost.

The above article puts it nicely when describing the current trend for ultra-slim phones - Clunky but smart V Slim but Dim

From what I can gather, the new ultra-slim Ai isn't particlarly ground-breaking technologically but you can bet has managed to make it quite cheaply.
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Posted: 2007-01-23 11:26:31
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