Inflection point in Global mobile sales – Q2 2013

The latest Gartner Mobile sales reports are clearly saying one thing – the 2nd quarter of 2013 has been the inflection point in Global Mobile sales.

Smartphone sales data

  1. Feature phone sales were lower than Smart phone sales for the first time ever. This is big, as it is a sure sign of how mobile usage trends would look like. Mobile operators across the developing world must be cheering this report as it is a strong promise to them that the data-usage and hence non-voice revenues might increase. The gadget is no longer the bottleneck.
  2. Micorsoft Windows overtook Blackberry for the first time to be 3rd biggest Operating Source.
  3. Android is now almost 80% of new shipments (up from 64% last year) where as Symbian is down to o.3% from almost 6% last year. Symbian was what Nokia’s feature phones ran on.
  4. Lenovo is now the 4th largest Smartphone supplier and the 7th largest across all categories of mobiles. Interestingly, almost 95% of these sales are domestic sales within China. If Lenovo can crack the international markets, they would be a serious player to reckon.
  5. As expected Samsung took the biggest pie – 25% of overall mobile market and 32% of the smarphone market.
  6. While Apple saw an increase in its number of units shipped, it saw a serious drop in its average sales price. Mainly due to the heavy sales of its now-cheaper iPhone4 especially in markets like India. Many are saying that this is yet another reason why Apple might want to consider a low-price-iPhone.

Apples iAds coming soon

Apple iAdsApple just announced its official foray into mobile ad networks – iAds. This is sure to change a lot of things in the rapidly growing mobile ad industry. Google’s acquisition of AdMob might have given them a headstart in the space but with Apple sitting on a huge consumer base the battle of giants will be interesting to watch.

More so coz the iAds would be reaching to the now best-selling iPads too.

Has the BlackBerry revolution begun?

Last couple of weeks, I have been amazed at the number of users who have been flashing their BlackBerries. All my friends have one – whether they are salaried or self employed – and I do understand their need to be connected on emails.
But the surprise came when I met college students using BlackBerry Bold & customer care staff upgrading from a monochrome Motorola to a BB. It seems now you can never be too far from a BB !

Blackberry

So what really is causing this?

  • Is there a genuine need for a bigger base of users these days to be connected on emails?
  • ┬áIs it that the Facebook/YM/twitter/Orkut apps run faster on BB & these users need to be connected with their “gang” on the social network
  • Blackberry messenger adds up a peer pressure of sorts on those who are not on it.
  • Or is it just that we have now learnt to spend more on our telecom bills. Also the handset being one of the most flashed objects you possess, the need to have a fancier gadget is more pronounced.
  • The lifecycle of a handset has reduced & people need to change (& simultaneously upgrade) to a better phone & experience. I remember seeing lot of college kids carrying those touch screen ASUS phones about 1.5-2 yrs back. They must now feel the need to upgrade & probably BB handsets at 11000Rs (and Rs 200 per month) sounds like a good option to them

What also is confusing is why these users are not experimenting with Nokia Push Email. I have seen a lot of users with the ESeries phones, but most of them do NOT have their emails configured on the phone.

I feel its a mix of all these & probably much more….but my take is that the BlackBerry will soon shoot up in its market share in the urban middle class consumers. There are far too many coincidences to just ignore this.