Following the record quarter reported by Canalys three months ago, the mobile device market in EMEA continued to show good year-on-year growth of 62% in Q1 2004, and some new names appeared among the winners. Nokia remained overall market leader, but its share fell slightly sequentially. HP occupied second place overall, with impressive year-on-year growth of 56%, making this the third consecutive quarter where it out-shipped palmOne, which remained in third place. (Note: palmOne figures include Handspring devices).
With year-on-year growth of 33%, despite a lull in high-profile, low-cost GPS navigation bundles, the data-centric segment remained healthy this quarter. A continued good mix of individual and enterprise business meant that HP remained ahead of palmOne, whose shipments were almost flat compared to the same quarter one year ago. RIMís continual improvement in EMEA over the past 18 months saw it appear in the top three for the first time, with the BlackBerry taking 8% share of the data-centric mobile device segment. Its strong security message has helped it leapfrog other handheld vendors, like Toshiba and Dell, who, despite having a significant enterprise client base and track record in mobile products, such as notebooks, have so far failed to differentiate themselves and make an impact in the corporate mobile device solution space.
Although not matching the stellar growth displayed last quarter, the voice-centric segment continued to perform well, up 83% on Q1 2003. Nokia remained overall leader, though its share improved little on last year and fell sequentially. Smart phone shipments of second-placed Sony Ericsson did not keep pace with the market and were flat year-on-year. Siemens, finally starting to hit volumes with its SX1 smart phone appeared in third place for the first time, overtaking Motorola and Orange. Despite the top three positions being filled by vendors shipping Symbian-based devices Microsoft enjoyed its highest ever share (7.8%) of the voice-centric device segment.