Steve Jobs today unveiled the iPad 2 in a presentation that was heavy on new accessories and applications, light on new features.
Informa analyst Gavin Byrne shares his views on the Nokia Microsoft tie up and comments on the prevalence of tablets swamping the market.
The mobile handset OS market has changed greatly in the last three years. The most striking shifts in the OS landscape have occurred in the smartphone segment, where the factors critical to success have changed dramatically. Rather than seeking the traditional phone-centric experience, today’s smartphone user expects a device to not only offer leading hardware and software performance, but to be more customizable than ever before, through a large number of downloadable mobile applications.
Eric Schmidt, Google’s Chairman and CEO, last week revealed that the company’s “partners are shipping about 65,000 Android handsets per day”. Assuming Google’s hard working partners keep going at weekends, and if that rate were to be extended over the next year, there would be nearly 24 million new Android-based handsets shipped.
The recent 2Q09 earnings results of the world’s top five handset vendors by volume showed a quarter-on-quarter growth of 12.1% in shipment numbers, led by LG, Samsung and Nokia. With channel inventory reduced to more normal levels, prospects for continued quarterly growth in 2H09 have improved. However, challengers such as ZTE could displace Motorola or Sony Ericsson while they restructure.
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