Windows Phone Thoughts: Nokia Shoots Ahead... I Guess

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Tuesday, October 22, 2002

Nokia Shoots Ahead... I Guess

Posted by Ed Hansberry in "THE COMPETITION" @ 04:00 AM

http://www.canalys.com/pr/r2002102.htm

Canalys has released its market share report for Europe, the Middle East and Africa (EMEA) for the third quarter of 2002. Nokia has rocketed to first place with 56% of the market on sales of their new 7650. They did the same thing last year with their 9210 Communicator, which to me says "big deal." They launched another phone.

"With huge shipments of the Nokia 7650, Symbian's market share reached an all-time high of 57%. "We've seen Symbian surge before," said Canalys director and senior analyst Chris Jones. "When the Nokia 9210 Communicator hit the shelves one year ago. This is quite common when a new product launches, but often proves unsustainable. We knew there would be another one this quarter, but the 7650 is aimed at a wider audience and the indications from the channel are much more positive this time. The 7650 is being helped by high-profile promotion from Nokia and from the operators desperate to get people onto MMS, and the device is being subsidised heavily to make it affordable to the consumer market."

Maybe I just don't get it. I personally don't see the relation of the Nokia 7600 or even the hulking Communicator to PDAs. They are not at all going after the same market and when it comes to third party applications, multimedia, office suite compatibility, the Nokia devices just aren't in the same league as PDAs. Compared to last year, Palm is up 33% and compared to Q2 2002, up 19%. HP is up almost 5% versus last year but down 29% from last quarter. Handspring and Toshiba also show movement, but in decidely different directions. Handspring has been dropped from the details and moved into Other and Toshiba has been brought out of Other. There isn't much detail on either as a result of the classification change. Q4 should really prove interesting for a few reasons. Palm devices with OS 5 start shipping, the $99 Zire is shipping, Dell, ViewSonic and HP all have $299 and lower priced Pocket PCs and HP's Pocket PC leader iPAQ launches the 5000 high end series.

I've included a few tables on this info, all pulled from the Canalys reports for Q3 and Q2. You can see them by clicking the more link.

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