Subscribe / Unsubscribe Enewsletters | Login | Register

Pencil Banner

Wall Street Beat: Smartphone reports brighten up mixed results for tech

Marc Ferranti | Nov. 18, 2013
Smartphones, as usual, were the stars of the tech arena while Cisco disappointed Wall Street.

For the fourth quarter, NAND shipments will expand by an even lower 5 percent, down sharply from the 16 percent rise seen in the fourth quarter of 2012, IHS said.

"Streaming media options and free cloud storage are diminishing the prospects for increased NAND usage in smartphones," analyst Ryan Chien said in the report. "This is true for all three major mobile operating systems -- Apple's iOS, Google's Android and Microsoft's Windows Phone. With less need to store data in local devices, the requirement for greater storage is reduced."

The quarterly Ericsson Mobility Report, meanwhile, showed that smartphone take up is staying strong worldwide. Total mobile subscriptions through the third quarter year totaled about 6.6 billion, including 113 million subscriptions added during the third quarter, according to the report.

Worldwide subscriptions have continued to increase 7 percent year-over-year, the report said.

Smartphone sales as a percentage of all mobile device sales have been booming, according to the report. Smartphones accounted for about 55 percent of all mobile phones sold in the third quarter, compared to around 40 percent in the full year of 2012.

Smartphone uptake "doesn't show any sign of slowing down," according to the report. "Of all mobile phone subscriptions, 25-30 percent are associated with smartphones, leaving considerable room for further uptake," the report said.

On its part, IDC said that Google's Android OS reached a milestone during the third quarter. With 211.6 million smartphone units shipped during the quarter, Android accounted for 81 percent of all smartphone shipments, marking the first time that Android topped 80 percent market share.

Apple's iOS took 12.9 percent market share while Windows phone came in third place with 3.6 percent, IDC said. Total smartphone shipments increased 39.9 percent to 261.1 million units. Windows phone shipments skyrocketed 156 percent, albeit from a much lower base than Android or iOS.

"Android and Windows Phone continued to make significant strides in the third quarter. Despite their differences in market share, they both have one important factor behind their success: price," wrote Ramon Llamas, in the report. "Both platforms have a selection of devices available at prices low enough to be affordable to the mass market, and it is the mass market that is driving the entire market forward."

 

Previous Page  1  2 

Sign up for CIO Asia eNewsletters.