Based on the latest stats on the market share published by Gartner of the different device manufacturers and platforms, it is clear that Nokia, Apple and Google all have similar momentum and are growing quite steadily. Today about 20+% of the entire market is based on Smartphones and it has been published that by 2012 more then 50% of the US Market will be Smart phones. From all the media, one would think that iPhone and Android would be overtaking Nokia and that Android would be overtaking Apple. From the extrapolated data, the growth along the same line for the last year shows this is not the case. Nokia, Apple and Google all seem to have similar growth paths. As we do know there are more and more devices choosing Android as the platform, there is some strong momentum in the Android camp that is positive accelloration of device penetration.
With this all said, one of the biggest problems Nokia has is in its Market Share in North America. Nokia has almost become invisible to developers and users of smartphones, and there is a risk that if Nokia does not make some positive inroads here, the effects could be critical.
What is also interesting is that RIM does not seem to have the growth curve like Nokia, Apple and Google ( NAG). Again through the extrapolation of the growth lines of the different companies, Apple should pass RIM in Q1 2011, and Android should pass RIM in Q1 2013. Given this is still 3 years away, it shows RIM strong position today and an opportunity to change this course. Depending on how Apple releases product through other carriers and its iPhone 4.0 release in the next several weeks, we may even see Apple pass RIM by the end of the year.
During Q1 of this Year, Nokia maintained it leadership in position and scale. The Company added close to 13M new device sales since 1 year earlier. That is ramping up over 1M new units to ship per month or increasing the volume shipped of 33,000 per day. For Nokia this is the increase per day, where as Google is shipping in its entirety 100,ooo Units per day. This is quite a big change as well, since at CTIA in March they announced the 60,000 Units per day.
As for Smartphone sales, Symbian still leads the pack as 2.5X greater then the next player- RIM, 3x greater then Apple (iPhone) and 5x greater then Google ( Android). The volumes for Symbian continue to show phenomenal growth even though the total market share went from 49% down to 44%.