Windows Phone Thoughts: Handheld Sales Up 51% in EMEA - Windows CE Leads PalmOS

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Tuesday, July 22, 2003

Handheld Sales Up 51% in EMEA - Windows CE Leads PalmOS

Posted by Ed Hansberry in "THE COMPETITION" @ 06:00 AM

http://www.canalys.com/pr/r2003071.htm

Sales of data-centric handheld devices grew 51% in the Q2 2003 versus Q2 2002 largely on the back of Palm. "We expect HP will have a better Q3," said Canalys director and senior analyst Chris Jones. "It has been focused on clearing the channel to make way for a raft of new models, the effect of which will kick in over the coming months. Palm has done well though. It has a better range of products now than at any time in its history and is hitting customers on many different levels."



Medion leaped onto the scene clinching third place with a Pocket PC that is bundled with a GPS module and Tele Atlas navigation software.

As the comments by Canalys suggest, this was a transitional quarter on the Pocket PC side as rumors of the new OS and new devices from HP were circulating in late April and early May, which always causes a slowdown in sales. Palm and the PalmOS are relatively fresh off of their OS5 launch from last fall, had a wide range of products and did a good job executing in the Europe, Middle East and Africa (EMEA) market. In total it is great to see the market as a whole start to move forward. The last comment is interesting. "Despite this, the proportion of devices running Palm OS remains behind that for Symbian and Windows CE." If you add up Palm and Sony and compare it to HP and Medion, PalmOS has the lead by about 55,000 units. That must mean a significant portion of the "Other" category goes to Pocket PC and Windows CE products, like Toshiba, Acer, ViewSonic and XDA Pocket PC Phones. It may also be including the 58,000 MS based Smartphones sold by Orange. I know the Treo is sold in Europe too so some of that "Other" category belongs to Palm, though I am not sure how much. You can see a listing of some of the devices sold in the EMEA market here, here and here, though each list is not quite up to date with the lastest hardware.

I am anxious to see how the Windows Mobile 2003 OS and new devices like the iPAQ 2215 and 1940 will help in the third quarter. You can read the whole press release at the Canalys site, which includes information on voice-centric devices as well.

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