30 octubre, 2009 - 10:27
30 October 2009
Summary
Global handset shipments reached 291 million units worldwide in Q3 2009, down 4% from 304 million units a year earlier. Once again, the rate of decline slowed in comparison with the previous quarter, bolstering our belief that the industry is edging toward recovery. South Korean vendors Samsung and LG shipped record volumes and continued to outgrow all their major rivals. Nokia, Sony Ericsson, and Motorola underperformed and lost ground. Meanwhile, Apple’s global marketshare grew to an all-time high, approaching 3%. We forecast the handset industry to return to positive growth in the fourth quarter of 2009, signaling an end to the recession.
Analysis
1. Nokia shipped 108.5 million handsets worldwide in Q3 2009, down 8% from 117.8 million units in Q3 2008. Its growth rate underperformed the industry average for the fifth quarter in a row. Nokia’s marketshare, at 37%, fell to its lowest level since Q1 2007 as a result of declining shipments across all major regions. The United States, the world’s most important handset market, remains a particular weakspot.
Nokia’s smartphone shipments stagnated this quarter. At 16.4 million units, smartphone volumes fell 3% sequentially due to component shortages and competitive pressure from Apple, RIM and others. We estimate Nokia’s global smartphone marketshare slid to a near-term low of 36% in Q3 2009, down from 40% in Q2 2009.
2.
Leer más