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Microsoft / nokia are still likely to exceed iOS phone market share globally within two years as they are growing much faster. Nokia has been growing the market
by Joeri 13y ago
Microsoft / nokia are still likely to exceed iOS phone market share globally within two years as they are growing much faster. Nokia has been growing the market at the low end where there is no iOS and where android is a poor experience (and Windows Phone surprisingly is quite good). The US market is locked into high end phones due to the carrier subsidy model, but in the rest of the world the story is very different.
Microsoft's current moves are about the tablet space. They think the dominant device form factor will be tablets, not laptops, so they're trying to reposition windows to be a tablet-friendly OS, but have the problem that people don't care about win32 on a tablet, but they do want apps and those apps must be designed for mobile. A lot of what they're doing makes sense from the perspective of wanting to be a player in the tablet space : the unified OS and app store strategy which they are working on now, windows 8, windows rt, surface, the Nokia buyout, and so on.
- huxley 13y agoNokia has done a great job of building marketshare on the back of extremely-low-margin phones like the 52x series, but I would hesitate to declare it a victory for Microsoft/Nokia just yet, it might just be a dead-cat bounce.
- TylerE 13y agoNot to mention that "market" share will be much lower on those low-end phones, as surely the kind of people buying them are not splashing out tons of cash on the appstore. That's what Apple has always gotten right - looked at things in terms of margin and value of the customer, rather than just shipping the most widgets.
- untog 13y agoThat's what Apple has always gotten right Not necessarily 'right'. Selling low-margin devices at high numbers isn't 'wrong'. They're just two different business strategies.
- TylerE 13y agoLook at net profits of Apple vs everyone else. There is a right and a wrong. While it's hard to tease out just phone profits, Samsung has a profit margin of ~12% whereas Apple's is closer to 30%. Huawei is under 8%.
- pmelendez 13y ago>"Not to mention that "market" share will be much lower on those low-end phones" You are thinking just in USA, the consumer behaviour is way different in markets like China, India and Latinamerica.