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Old 12-08-2009, 05:37 PM
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Re: HTC's 2010 Lineup

Going back to the HTC Lineup for 2010:

http://www.gartner.com/it/page.jsp?id=1126812

This is a gartner article. I'm not going to shell out $1200 for more in depth readings for you guys.

Quote:
Samsung and LG both had a very strong second quarter of 2009 with sales of 55 million units and 30.5 million units, respectively. Samsung's touchscreen devices, qwerty phones and smartphones drove sales in mature markets, and Gartner expects it will continue to gain market share in the second half of 2009 to close the gap with Nokia.
Samsung currently has majority platform in winmobile and are planning to move to 50% android, 50% winmobile in the next 1.5 years. At the current rate, Windows Mobile 7 will be out by then, clearly Windows Mobile has a big chance for growth if it can fix itself.

Quote:
Motorola's sales of 15.9 million units were slightly better than expected, but its presence has rapidly concentrated on the Americas, and it has lost most of its share of the Western European market, where it sold fewer than 1 million units in the second quarter of 2009. Most operators and customers will be waiting for Motorola's new Android-based products planned for the fourth quarter of 2009.
Motorala is basically a wash in europe. The droid may be great right now in the US, but the touch pro 2 is selling more than the droid for verizon at this point in time. We have to wait until we get out of Q42009 to know how well the droid, TP2, iphone, and various android phones did.

Quote:
At the high end of the smartphone market, HTC remained in the No. 4 position behind Apple, where it has been since the third quarter of 2008. It reported lower expectations for the second half of 2009 due to product delays and now expects 2009 revenue to decline by low- to mid-single digits year-on-year, far below its previous outlook of 10 per cent annual growth.
HTC is holding at 4, right behind apple. It has a strong partnership with Microsoft, and is beginning to offer Android phones. However, keep in mind the HTC Touch HD2 came out in europe this quarter. Touch Pro 2 is selling very well.

Quote:
Microsoft's share continued to drop year-on-year to account for 9 per cent of the market in the second quarter of 2009.
"Microsoft licensees HTC and Samsung continued to add features to their own interfaces, on top of Windows Mobile, to create more competitive products and make up for the usability constraints of the Microsoft platform," said Roberta Cozza, principal analyst at Gartner.


Yeah, Microsoft share continues to drop, but the fact is, Microsoft holds 9% share worldwide on the mobile os scene, and android holds roughly 2%. The fact is, we don't know if there's a Microsoft phone that might come along. Windows Mobile OS success depends on the manufacturers and what they will do with the upcoming windows mobile 7. If HTC and other manufacturers can do with WinMobile 7 with what has happened with the Touch Pro 2, and samsung with the Omnia, things might change drastically. Until then, the battle is just getting started, Win Mobile is not on the decline as bad as people say it is, and Android is just teething.

Personally, again, I re-iterate, I'd like to see HTC's roadmap for the 2nd half of 2010 to see where android and windows mobile are gonna be.
It'll also be interesting to see when Samsung will decide to roll out BADA, since it's closing in on Nokia as #1 in the world, and it's obvious BADA will directly compete with Symbian, Android, WinMobile and RIM.
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