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sms
01-10-2007, 09:29
the third quarter has ended, Nokia is to announce its third quarter results on October 18, I don't know about the others.

here are the main phones in this quarter for each company:
Nokia: N95, N73, E65, 6300, 6120 and 7500prism.
Samsung: G600, U600 and J600. (what's with samsung and 600 :D)
Motorola: RAZR˛ V8, K1, Z8.
SE: P1, W580, S500, T650 and the w880.
LG: shine and prada.

last quarter results (Q2 results):
company---------marketshare--------QOQ----------YOY
nokia -------------38.05%--------- +1.90%------ +4.69%
Samsung----------14.22%--------- +0.41%------ +3.03%
Motorola----------13.50%--------- -4.52%------- -8.59%
SE----------------9.47%---------- +0.82%------- +2.79%
LG----------------7.26%---------- +0.99%------- +0.75%

1- nokia is the biggest gainer
2- motorola is the only loser
3- samsung have surpassed motorola.

who can expect what will happen in this quarter? :)

darknoob
01-10-2007, 12:36
Well, Its bad for Motorola.
If Motorola will continue to drop, maybe SE will be 3rd?

varsamakos
01-10-2007, 14:18
I think the list will be exactly the same ...

When the other companies will announce their results ?

Paul Johnson
01-10-2007, 15:02
SE is degradating ...

sidneylopsides
01-10-2007, 19:19
I'd guess that Samsung will still gain but maybe slightly slower over Christmas, SE and LG may pick up a bit quicker, I think they have more handsets coming out in the last quarter (K850i, K770i, W910i, Viewty etc), and Nokia will probably carry on as usual, the 6500s etc will be good for them. If Moto carry on like this SE will 3rd by the end of the year.

SonyLover
02-10-2007, 01:49
If Moto carry on like this SE will 3rd by the end of the year.

I agree. SE had good sales in 3Q (K810, K550, W610, S500 and W580), and Moto's V8 and Z8 had poor sales, and that's their flagship phones (I guess) :p

So my guess for 3Q are:

Nokia - leader with 38-40%
Samsung - 2nd with 15-16%
Moto - 3rd with 11-10%
SE - 4th with 10-11% (it might overtake Moto)
LG - 5th with 8-9%

4Q will be very interesting, as SE is releasing their flagship phones (K850, W910 and W960), and also the mid-end K770 :D

And now let's wait for the official numbers :)

difenbaker
02-10-2007, 14:32
mmmm.... Moto really need to step up and make a bestseller. They're depending too much on the "razr" line - which is not sellin all that much now.



cheers!

EMP
03-10-2007, 22:35
Krusell TOP-10 selling phones in September 2007.

1. (2) Sony Ericsson K790i/K800i/K810i
2. (1) Nokia 6300
3. (3) Nokia N95
4. (7) Sony Ericsson P1
5. (4) Nokia N73
6. (5) Sony Ericsson W880i
7. (6) Apple iphone
8. (-) Nokia 3109/3110
9. (-) Sony Ericsson K610
10. (9) Nokia E90

a2k24
03-10-2007, 22:46
EMP where have the figures been for the last 2 months ?
haven't seen those being posted by you in here ;)

BrightSpark
03-10-2007, 23:03
EMP
that's for the USA market.

sms
04-10-2007, 09:34
that's for the USA market.

..and it measures the amount of accessories being sold by Krusell not the phones, as krusell doesn't sell phones, only accesories.

anyone knows when the other companies will announce their results?

playdead
04-10-2007, 12:24
EMP this list does not mean anything. absolutely. Or you are trying to say that in september no motorola or samsung been in top 10 sellers while for example samsung is generally selling two times more phones than SE? Just laughable.

Don't know when ppl will stop reffering this stupid list...

Ronka
04-10-2007, 15:23
SE will no doubt get the 3rd spot at the end of 2007 and definitely Q1 2008

sms
04-10-2007, 16:20
The Sony Ericsson 3rd Quarter FY'07 financial results will be announced on Thursday, 11 October:

http://www.sonyericsson.com/spg.jsp?cc=global&lc=en&ver=4001&template=pc3_1_1&zone=pc&lm=pc3_1&prid=8680

SonyLover
08-10-2007, 16:53
What about Nokia, Samsung and LG?

sms
11-10-2007, 15:08
Sony Ericsson financial results:
Year-on-year volume growth of 31%
Continued volume growth driven by profitable lower priced phones
Good market reaction to new slider form-factor of W580 WalkmanŽ phone
Successful launch of Sony Ericsson P1 smartphone

http://www.sonyericsson.com/spg.jsp?cc=global&lc=en&ver=4001&template=pc3_1_1&zone=pc&lm=pc3_1&prid=8747

SE has shipped 25.9m units this quarter, which should give them a marketshare of about 9.2% which means that SE have LOST 0.27%.

--Q2------------Q3----------QOQ
9.47%----------9.2%------ -0.27%*

*note that these are estimates, we can't find out the real marketshare change untill all the companies announce their results.

What about Nokia, Samsung and LG?

samsung tomorrow
LG 16th
nokia 18th
motorola 25th

sms
12-10-2007, 07:22
Samsung Q3 results:
http://www.forbes.com/feeds/ap/2007/10/11/ap4213001.html
Mobile phone sales rose to 42.6 million handsets, the company said.
The third-quarter result was better than expected.

--Q2--------Q3---------QOQ
14.22%--- 15.2% ----- +0.98%

Jo
12-10-2007, 07:46
yay go samsung :).
g600 u600 sells here are BIG at the level of the n73 that it have months in #1 in movistar

sms
16-10-2007, 19:45
LG Q3 results:
http://canadianpress.google.com/article/ALeqM5iIXypd03E297jNy9-GFQYEb3wW_w
On a global basis, LG said its sales of handsets rose to a quarterly record of 21.9 million units on increases in Latin America, Asia and the Middle East.

-Q2--------Q3---------QOQ
7.26%--- 7.82% ----- +0.56%

SonyLover
17-10-2007, 04:51
At least, LG didn't catch up SE :)

Now, what I really want to see are Moto's numbers :p

Leonard
18-10-2007, 12:03
Nokia Q3 results-39% market share:
http://www.nokia.com/link?cid=EDITORIAL_606557
Nokia device volumes of 111.7 million units, up 11% sequentially and up 26% year on year.
Nokia diluted EPS of EUR 0.40, excluding special items, growing 74% from Q3 2006.
Nokia operating cash flow of EUR 2.0 billion.
Nokia operating margin of 14.6%, up sequentially from 11.0% in Q2 2007, excluding special items.
Estimated industry device volumes of 286 million units, up 9% sequentially and up 17% year on year.
Nokia estimated device market share of 39%, up from 38% in Q2 2007 and up from 36% in Q3 2006.
The proportion of devices Nokia sold in the under EUR 30 category increased significantly, both sequentially and year on year.
Total device operating margin, and Mobile Phones gross margin, increased sequentially, despite Nokia’s total device ASP of EUR 82 decreasing from EUR 90 in Q2 2007.
Nokia Siemens Networks operating margin, excluding special items, was -1.0% and was a positive 3.0%, excluding special items and Purchase Price Accounting related items.

mtc2300
18-10-2007, 12:29
Looks like Sony Ericsson and Motorola are the loosers in Q3.

S//E was estimated to have 9,6% marketshare, but they reached only just above 9%.

varsamakos
18-10-2007, 12:34
Any info about devises' sales ?

Like Q2 :-/ ?

mtc2300
18-10-2007, 12:37
It's here. Scroll down to Q3 2007 FINANCIAL HIGHLIGHTS

http://www.nokia.com/link?cid=EDITORIAL_606557

In the third quarter 2007, the total mobile device volume achieved by our Mobile Phones, Multimedia and Enterprise Solutions business groups reached 111.7 million units, representing 26% year on year growth and an 11% sequential increase. The overall industry volume for the same period reached an estimated 286 million units, representing 17% year on year growth and a 9% sequential increase.

The N- and E-Series has grown with 62% from Q3 2006 to Q3 2007. 31,7 million N- and E-series sold in Q3 2007 :cool:

varsamakos
18-10-2007, 13:51
Oh my fault...

I mean sales of eacj phone...
For example, n95 - 6300 - E65 sales like what we saw in Q2...

mtc2300
18-10-2007, 14:43
Found this on Bloomberg.com:

Chief Executive Officer Olli-Pekka Kallasvuo said sales of the 550-euro N95 multimedia phone and handsets costing less than 30 euros helped Nokia increase its market share to 39 percent and boost margins

http://www.bloomberg.com/apps/news?pid=20601087&sid=ahiwALFfunMc&refer=worldwide

sms
18-10-2007, 15:45
Nokia results:
In the third quarter 2007, the total mobile device volume achieved by our Mobile Phones, Multimedia and Enterprise Solutions business groups reached 111.7 million units, representing 26% year on year growth and an 11% sequential increase. The overall industry volume for the same period reached an estimated 286 million units, representing 17% year on year growth and a 9% sequential increase.

which means that it will reach about 39.5%

company-----Q2--------Q3---------QOQ
Nokia--------38.5%--- 39.5% ----- +1.00%
Samsung----14.22%-- 15.2% ----- +0.98%
Moto not yet.
SE----------9.47%-----9.2%------ -0.27%
LG----------7.26%---- 7.82% ----- +0.56%

now we're only waiting for moto to announce their results for final numbers.

varsamakos
18-10-2007, 22:55
Oh my fault...

I mean sales of eacj phone...
For example, n95 - 6300 - E65 sales like what we saw in Q2...

Ok, i got the answer :) ...

http://www.intomobile.com/2007/10/18/nokia-q3-2007-conference-call-85-increase-in-profit-from-a-year-ago-plus-other-good-news.html

Crumcon
25-10-2007, 10:06
Has Sony E. surpassed Motorola yet?
It's pretty much obvious if they surpassed Motorola with the release of W910 and K850i.

Q1 2K8 would be interesting

McKinley
25-10-2007, 12:09
EMP this list does not mean anything. absolutely. Or you are trying to say that in september no motorola or samsung been in top 10 sellers while for example samsung is generally selling two times more phones than SE? Just laughable.

Don't know when ppl will stop reffering this stupid list...

Now isn't THAT just laughable when you, who are a part of Mobile-Review team, claim that Samsung, are generally selling twice as many phones as Sony Ericsson.
Go back to school and do the math.
You should get hours of detention for writing so much nonsense.

Mweb
25-10-2007, 12:24
I beleive it's the Krussel list he is having a go at McKinley, and i agree it's total tosh!! unlike SMS's table in post 1.

McKinley
25-10-2007, 12:43
The Krussel list is completely uninteresting for us all or at least for most of us.
What isn't impressive is when Playdead, claims that Samsung, are selling twice as many phones as Sony Ericsson generally, when the figures from market share tell you something different.

MTM
25-10-2007, 13:07
McKinley, actually Samsung is selling more than 50% more than Sony Ericsson (Q2 2007), so with only one figure it actually is twice as much :p

sms
25-10-2007, 13:21
Motorola results:
http://www.motorola.com/mediacenter/news/detail.jsp?globalObjectId=8869_8798_23&pageLocaleId=2026

During the quarter, Mobile Devices:

Shipped 37.2 million handsets -- including more than 900,000 RAZR 2 devices.
Introduced the MOTO U9 music device, a special edition RAZR 2 for the holiday season, seven new W-Series handsets, and the iC602 dual-mode iDEN/CDMA device.
Expanded the Z6 line with the introduction of ROKR Z6m and Z6tv.
Introduced an ultra high speed WiMAX chipset solution, optimized for both size and low power consumption.

company-----Q2--------Q3---------QOQ
Nokia--------38.5%--- 39.5% ----- +1.00%
Samsung----14.22%-- 15.2% ----- +0.98%
Moto--------13.5&-----13.3% ----- -0.20%
SE----------9.47%-----9.2%------ -0.27%
LG----------7.26%---- 7.82% ----- +0.56%

obviously, moto have stopped falling, SE is stil way too far from it.

NOTE: these are primary numbers, I'll post the final numbers later.

chlettn
25-10-2007, 13:28
Seems like the Razr˛ is quite successful...

Good to hear that Moto is not totally lost - now they only need to wow people with some of the rumored devices and bring them to the market in time, and they're fully back in the game imho...

sms
25-10-2007, 13:36
final numbers: (my estimates were very good :D)
http://www.pcmag.com/article2/0,2704,2206634,00.asp

company-----Q2--------Q3---------QOQ
Nokia--------38.5%--- 39.5% ----- +1.00%
Samsung----14.22%-- 15.1% ----- +0.88%
Moto--------13.5%-----12.9% ---- -0.60%
SE----------9.47%-----9.2%------ -0.27%
LG----------7.26%---- 7.7% ------ +0.44%

Quarter highlights:

1- Nokia is the biggest gainer at +1%
2- only SE and moto LOST market share.
3- moto has reduced the huge drops in marketshare, SE is stil way too far from it.

Crumcon
25-10-2007, 15:30
final numbers: (my estimates were very good :D)
http://www.pcmag.com/article2/0,2704,2206634,00.asp

company-----Q2--------Q3---------QOQ
Nokia--------38.5%--- 39.5% ----- +1.00%
Samsung----14.22%-- 15.1% ----- +0.88%
Moto--------13.5%-----12.9% ---- -0.60%
SE----------9.47%-----9.2%------ -0.27%
LG----------7.26%---- 7.7% ------ +0.44%

Quarter highlights:

1- Nokia is the biggest gainer at +1%
2- only SE and moto LOST market share.
3- moto has reduced the huge drops in marketshare, SE is stil way too far from it.

With the recent launch of W910 and K850i it would take no time for Sony.E to take over motorola

chlettn
25-10-2007, 15:35
With the recent launch of W910 and K850i it would take no time for Sony.E to take over motorola

Gaining 3.7% (~40% percent more than they have now, mind you) with 2 devices? Highly unlikely, unless they attain Razr-like success, which is doubtful bordering on impossible...

dtm
25-10-2007, 16:31
[B]
company-----Q2--------Q3---------QOQ
Nokia--------38.5%--- 39.5% ----- +1.00%
Samsung----14.22%-- 15.1% ----- +0.88%
Moto--------13.5%-----12.9% ---- -0.60%
SE----------9.47%-----9.2%------ -0.27%
LG----------7.26%---- 7.7% ------ +0.44%


Strategic Analytics figures are slightly different
Source Q3 2007 (in Swedish) http://di.se/Nyheter/?page=/Avdelningar/Artikel.aspx%3Fstat%3D0%26ArticleID%3D2007%255c10% 255c25%255c254486%26SectionId%3DIT%26menusection%3 DITTelekom%3BITTelekomNyheter
Source Q2 2007 http://www.semiconductor-today.com/news_items/NEWS_2007/AUG_07/STRAT_070807.htm

company-----Q2--------Q3---------QOQ
Nokia--------39.1%--- 39.2% ----- +0.1%
Samsung----14.5%-- 14.9% ----- +0.4%
Moto--------13.8%-----13.1% ---- -0.7%
SE----------9.7%-----9.1%------ -0.6%
LG----------7.4%---- 7.7% ------ +0.3%
Apple-----------------0.4%------- +0.4%

IDC
Source (no figures for Q3 found yet) http://edablog.com/2007/09/13/mobile-phone-q207/

company-----Q2--------Q3---------QOQ
Nokia--------37.0%--- ?% ----- ?%
Samsung----13.7%-- ?% ----- ?%
Moto--------13.0%-----?% ---- ?%
SE----------9.1%-----?%------ ?%
LG----------7.0%---- ?% ------ ?%

sms
25-10-2007, 16:32
Crumcon, high or something? to surpass moto each of these phones will have to sell 5m in Q4 alone, which is something that have never happened, not to mention that the k850 is surrounded by heavy weight competitors this time, and the w910 is being sold at a premium price, I suspect their sales combined won't reach 1m.

dtm, I stated my source, where's yours?

dtm
25-10-2007, 16:42
See above.

sms
25-10-2007, 16:54
dtm, first, I don't read swedish :p, second, you should unify your sources, I'm waiting for this site to put their numbers, they've been tracking these numbers from a long time ago, and have reliable sources:

http://www.mobileisgood.com/statistics.php#current

dtm
25-10-2007, 17:01
I'm sure you understand at least words like Nokia and numbers like 39.2%. There is really nothing more to understand. ;)

Unfortenately both Strategy Analytics and IDC only provide their reports to them who pay. Others have to finde them in various new papers.

Here is atranslation of the Swedish site



Nokia a giant on the mobile market
2007-10-25 14:34

The industrial analyse firm Strategy Analytic's survey of the mobile market for Q3 shows that Nokia's market share totalled 39.2%.


Sony Ericsson is said to have 9.1%, while Motorola ended up at 13.1%.

The new second on the market, the korean Samsung, is calculated to have a market share of 14.9% while the asian colleague LG had 7.7%.

The figures mostly confirms what have been estimated before by the manufacturers themself.

The newcomer Apple, with their IPhone, is calculated to have soled 1.1 million units during the quarter, which gives the company a market share of 0.4% globally.

The total market increased with 12% during the quarter to 285 million units.

Strategy Analytics calculates that the lack of components that have been mentioned among other by Nokia will have a minor affect on the global mobile market and reduce the volume during the forth quarter by 5 million units.

imranraf
25-10-2007, 17:08
3rd quarter figures are up now on the following link :

http://www.mobileisgood.com/statistics.php#current

Here are the numbers :

Brand 3rd Q share QoQ change

Nokia 39.19 % 1.14 %
Samsung 14.95 % 1.45 %
Motorola 13.05 % -1.17 %
Sony Ericsson 9.09 % -0.38 %
LG 7.68 % 0.42 %
Others. 16.04 % -1.46 %

Crumcon
25-10-2007, 20:04
Crumcon, high or something? to surpass moto each of these phones will have to sell 5m in Q4 alone, which is something that have never happened, not to mention that the k850 is surrounded by heavy weight competitors this time, and the w910 is being sold at a premium price, I suspect their sales combined won't reach 1m.

dtm, I stated my source, where's yours?

Last time i checked K850i and W910i are not the only phone SE has.
And W910i is cheaper than N81 in here.

W910: 410 euros tax inc.
N81 normal: 430 euros tax inc.
N81 8GB: 530 euros. tax inc.

t_makela
25-10-2007, 20:29
Last time i checked K850i and W910i are not the only phone SE has.
And W910i is cheaper than N81 in here.

W910: 410 euros tax inc.
N81 normal: 430 euros tax inc.
N81 8GB: 530 euros. tax inc.

But you must admit that you just can't believe that "With the recent launch of W910 and K850i it would take no time for Sony.E to take over motorola"? How can a high priced fashion phone and ok camphone with lots of competitors dramatically change SE's sales?

ron.jeremy
25-10-2007, 22:02
But you must admit that you just can't believe that "With the recent launch of W910 and K850i it would take no time for Sony.E to take over motorola"? How can a high priced fashion phone and ok camphone with lots of competitors dramatically change SE's sales?
that's what i would like to know as well.
:lol:

dtm
25-10-2007, 22:44
Gaining 3.7% (~40% percent more than they have now, mind you) with 2 devices? Highly unlikely, unless they attain Razr-like success, which is doubtful bordering on impossible...

You seem to forget there are other players on the market steeling customers from Moto, so in reality SE does not need gain much market share on their own to bypass Moto (e.g. Nokia takes 1%, Samsung 1%, SE 0.5%, LG 0.3%, Apple 0.1% etc).

I'm not saying that will happen, but it can if Moto does not come out with a better profolio soon (just a good look does not cut it anymore).

McKinley
25-10-2007, 23:52
But you must admit that you just can't believe that "With the recent launch of W910 and K850i it would take no time for Sony.E to take over motorola"? How can a high priced fashion phone and ok camphone with lots of competitors dramatically change SE's sales?

Be aware of that phones like W910 and K850 alone don't do the job.

Jo
26-10-2007, 03:02
oh yeah by the end of the year SE is going to overtake nokia as number 1 too.
keep dreaming fanboys :spy:
if viewty is a success like shine and chocolate SE should worry... LG is looking more tempting..

chlettn
26-10-2007, 12:39
You seem to forget there are other players on the market steeling customers from Moto, so in reality SE does not need gain much market share on their own to bypass Moto (e.g. Nokia takes 1%, Samsung 1%, SE 0.5%, LG 0.3%, Apple 0.1% etc).

Sure - but as it seems, Motorola downfall is pretty much averted for now, so that doesn't mean much...

dtm
26-10-2007, 17:05
The fall has been slowed down yes, but nothing is indicating its completely over yet (it has been down for three quarters in a row). Q4 will tell if the downhill trend is over or not.

mario2002
26-10-2007, 21:34
Nokia is very strong with the s60 os.They are expected to reach 40% by the end of the year. It looks like they managed to take a few SE customers. (SE is particularly weak in their top end) This trend is here to stay. I expect SE to drop below 9% in 4 quarter. And yes it looks like Moto have arrested the fall. Are not out of the woods thou. I think LG has a much better chance of catching SE then SE catching Moto :D

Ellendil
27-10-2007, 08:58
fairly interesting summary of market shares in Q3 on "just another mobile blog"
(part of it was olready published here, but this is more detailed)

http://justamp.blogspot.com/2007/10/nokia-handset-shipments-rise-by-nearly.html

dtm
29-10-2007, 11:49
Thought it would be interesting to see how the ASP has developedover the last 4 quarters for various manufacturers (prices in euro).

http://di.se/Databas/2007/10/29/Pix/mobilfakta.gif

sms
29-10-2007, 13:16
dtm, I'm sure HTC's ASP is somewhere over 400 euro despite their minor (less than 7%) marketshare, and in anyway, it was SE's ASP that suffered from the biggest decrease in the last four quarters (-26).

dtm
29-10-2007, 15:18
sms

I have never seen any HTC figures, so I could not tell what their ASP is. If you have any source that can confirm that, please provide it.

Yes, counted in EUR SE has the biggist drop in Q3 since only low and mid end phones were introduced. However, counted in % LG appears to be the biggest looser with a drop of ~22%, followed by SE with 18%, Samsung 14% and last Nokia 8% and Moto is unknown (perhaps it was too embarassing to show), so what is your point ?

The more budget mobiles you sell, the lower ASP you get. Nokia had its biggest boost in the lower segment. which brought their ASP down to 82 compared to Q2 (of all Nokia phones soled in Q3, 10% were N and E series phones while the rest were cheaper phones). It does not require a rocket scientis to figure that out.

XGlite015
03-11-2007, 08:41
Motorola is really going downhill, they don't offer anything new, they still stick with RAZR designs and they have yet to release a 3.2 megapixel phone. They're only good in the american market and I don't think they understand that most people are getting tired of RAZR designs, it's 2007 now not 2004. The only interesting and probably the best model coming out from SE is the W910, I had high hopes for W960 but I think W910 is more interesting. I don't think SE will go down quickly, they might even overtake Motorola's position just like what they did to LG. What SE really needs to do now is release a true high end phone that equals or surpasses N95's hardware and it doesn't have to be a smartphone so that navigation speed and response time is quicker. The new walkman player 3 and the PSP-style XMB menu is a good start.

sshock2
03-11-2007, 10:45
I hope Moto can push out phones with 5MP+ cam modules from Kodak faster, that should give Nokia and SE cam phones some pressure.

Crumcon
03-11-2007, 11:42
I hope Moto can push out phones with 5MP+ cam modules from Kodak faster, that should give Nokia and SE cam phones some pressure.

You're right tho, more pressure = more quality products

EMP
22-11-2007, 19:16
Motorola currently was ranked as the fourth largest vendor in the Taiwan handset market accounting for a 13.6% share, compared to Nokia's 32%, Sony Ericsson's 20.6% and Samsung Electronics' 14-15%, according a Chinese-language Economic Daily News (EDN) report as well as sources at Samsung.
http://www.digitimes.com/telecom/a20071120PD208.html

XGlite015
23-11-2007, 16:33
I think SE's losses in Q3 was because of the delay of their high end phones, K850, W910, and W960. In the Philippines, only Nokia and SE are the brands that matter. Although Samsung claims 2nd place in the philippine market, I hardly believe this is accurate, take a tour in the philippines, be it in the malls, the city, or the beach, and you will rarely see a samsung handset. You will see too many K800s, P990s, Walkman phones, N70s, N73s, and N95s. LG is almost non-existent in the philippine market, only LG KU250 hava some fair sales.