September 7, 2009
Smartphones next year
Keypad phones are dying -- from 60% of smartphones to 10% in a year
Keyboard phones are flat -- they have a role
Touchscreens of course -- growing like crazy
Apple looks like they could pass RIM for Q2 2010. That was fast!
A few more years till they can catch Nokia -- Nokia is still 2x RIM, RIM is 1.5x Apple
The smartphone market is relatively small -- Asia + EMEA + US was about 35mm in Q2. Call it 150mm for the full year. That's around 12% of all phones sold.
Assume that the features in smartphones will permeate 50% of phones in a few years -- that's a lot more doubling ahead for each of these players.
