Posted by Hezi Saar on August 16, 2011
In my last blog post I covered Smartphone growth and referred to the inflection point in the Smartphone market where Nokia lost its #1 spot to Apple.
Moreover, Samsung took the #2 position showing 56% growth from last quarter (Q1 ’11) and leaving Nokia to the #3 spot.
Here’s more color on this topic illustrated in a graph based on information provided by IHS iSuppli (Aug, 2011). The graph shows market share estimates for the past quarters and also compares to Q2 of last year to show trends.
I noticed that the ‘others’ category is expanding from 10% last year to > 20% market share this year, this can be contributed to more success of smaller as well as local players that are able to innovate.
Take a look at Motorola at the #6 position with 7% growth from sequential quarter, as it will be interesting to see where the recent Google acquisition will take it in the quarters (and years) to come.
I think it is safe to assume that Google will grab market share in the long run but it won’t happen overnight. I don’t believe RIM will continue its decline much longer and it’s a matter of time until it turns it around and take more market share. M&A activity could shuffle the cards in this volatile market, with Microsoft on the sideline it will be (and it is) interesting to watch.
Let me know what your prediction is, as we will be visiting these numbers every quarter.
If you like to read this or other previous posts, send this URL to your friends and tell them to Subscribe to this Blog.
One option to subscribe is as follows:
• Go into Outlook
• Right click on “RSS Feeds”
• Click on “Add a new RSS Feed”
• Paste in the following “http://feeds.feedburner.com/synopsysoc/sqLy?format=xml”
• Click on “Accept” or “Yes” or whatever the dialogue box says.
Views and Trends in mobile electronics connectivity related to MIPI IP
I started my career as an R&D engineer for embedded systems, then transitioned into applications engineering and product marketing roles in the semiconductor industry. With my systems knowledge, I have led many IC design wins that have enabled portable applications such as cellular phones, digital cameras and eBooks.
What intrigues me about the mobile electronics market is how rapid technological innovations, economic forces and changing consumer preferences drive market direction. Let’s explore these developments together.
– Hezi Saar