The report says that the OEM with everything on the line in Q4 is...Nokia. Time is running out for the Finnish handset maker who soon might be the finished handset maker. Meanwhile, Korean based Samsung received accolades as the number one provider of phones in the mobile industry. Despite trailing in the raw number of handsets shipped, the pride of Cupertino, Apple, leads the way in smartphone profits and in revenues as well. Even with only 6% of the global smartphone market share in Q3, Apple had 70% of the profit. The disparity is even worse in tablet profits where Apple takes home 95% of the black ink. In the third quarter, it should be noted that Apple iPhone sales rose, but problems on the supply side of the equation were more of a problem than demand.
Softbank's purchase of 70% of Sprint and T-Mobile's buyout of MetroPCS. Sharma sees Sprint and T-Mobile eventually combining, something that we believe is a likelihood down the road.
And believe it or not, U.S. text messaging might have peaked. The report shows that for the first time, there was a decline in revenue attributed to texts and a decline in the total number of text messages sent in the third quarter. This comes after similar declines were seen in other western countries. According to Sharma's methodology, once a market segment reaches 70-90% marketshare, a decline begins which is what we could be seeing with texts. And while not cited in the report, strong campaigns against texting and driving might have reduced the number of messages sent in the quarter.
source: ChetanSharma via CNET