Posted on 28-Oct-2004 07:30
Filed under: News
The top four mobile device vendors worldwide in Q3 2004 were Nokia, palmOne, HP and RIM. While their positions remained the same as in Q2, significant changes occurred in their product line-ups, shipments and market shares. Fujitsu displaced Sony Ericsson from the fifth spot, thanks to strong sales into the channel of its Symbian-based FOMA phones in Japan.
Nokia, with its ever expanding range of Symbian-based smartphones, continued to dominate the overall mobile device market in Q3 2004, having almost 40% share by units shipped (up from 33% last quarter and 22% a year ago) and year-on-year growth of 230%. Despite this lead it was second placed palmOne that stood out this quarter with worldwide shipments of the Treo 600 smart phone rising to over 300,000 (30% of all palmOne devices shipped in Q3), with over a quarter of a million of these in the US, following a period where it was hampered by supply problems.
“PalmOne is the clear leader in the US smart phone segment, having raised its share of this market to a record 55% this quarter,” said Chris Jones, Canalys director and senior analyst. “The new Treo 650 is a welcome refresh of the product, but it still needs to branch out into other designs and get more operators on board if it wants to take on the very strong European and Japanese smart phone vendors in the markets beyond North America. The RIM BlackBerry 7100 series will also provide competition and is likely to get attention from customers looking for a voice-capable device in a smaller handset form factor.”
Canalys estimates put Nokia in second place for US smartphone shipments in Q3, with 23% share. In contrast, Nokia’s share of the smartphone market in EMEA rose to 87% in the same period, the highest it has been for over two and a half years.
PalmOne also continues to lead in worldwide shipments of data-centric mobile devices (handhelds and wireless handhelds), though its shipments fell by 12% year-on-year in Q3 to just under 750,000, giving it a 25% share of this segment. Second placed HP increased global shipments of its iPAQs by 19%, to bring it much closer to palmOne, with 23% market share – a gap of just 2% compared to 10% one year previously. HP began shipping its h6300 series wireless handhelds in the US during the quarter, achieving good initial shipments of around 40,000 units, but importantly was also able to increase global shipments of its standalone handhelds by 12%, despite the declines seen by many vendors in this area. HP is one of several vendors that are benefiting from the rising demand for handheld-based GPS navigation solutions in Europe.
This rise in shipments kept HP in third place worldwide in the overall mobile device market, after Nokia and palmOne. In fourth place overall was RIM, whose BlackBerry device shipments continue to enjoy year-on-year growth rates above 300%.
By Operating System, the market is giving the lead to Symbian (50.2%), followed by Microsoft (20.2%) and PalmSource (16.9%). While Symbian leads overall, it only plays in the voice-centric part of the market. For data-centric devices Microsoft led in the quarter with 45% share globally, up from 40% a year earlier, with PalmSource on 29%, down from 45% in Q3 2003.