- 06-22-2007, 09:53 AM #52
- 06-22-2007, 03:54 PM #54
- 06-22-2007, 05:01 PM #56
- 06-22-2007, 09:22 PM #58
Hey, I am a SOLID fan of my Cingy 750. I don't know of any other phone that can do anything better than my customized 750. But you all underestimate the spell that Apple has on the generation X, Y and Zers (not to mention some of their parents). All I am saying is that you can talk about lack of features on the iPhone until you are blue in the face. It will still sell 10x as many phones as HTC or anyone ese in the next 12 months. And many of you HTC and Palm users (including me) will reap huge benefits from these guys trying to catch up to iPhone in the ease-of-use category. So don't knock it...it's a blessing in disguise.
- 06-22-2007, 10:24 PM #59
- 06-23-2007, 03:53 AM #61
Where iPhone shines is esthetics - apple has always been top-notch at combining form and function. In this regard, I hope the WM development community is watching - and learning. Things don't have to be klunky to be functional!
- 06-23-2007, 04:32 AM #62
WM was about 14% of the 64 million unit smartphone market in (calendar) 2006:
So total WM devices (based on Canalys figures) ~9 million units; that number accords pretty well with Microsoft themselves say in the article you linked (which implies 10 million units in fiscal 2007). HTC are just a fraction of this, and not one of the leading manufacturers, e.g.:
Nokia: Q4 2005 54%, Q4 2006 50%
RIM: Q4 2005 7%, Q4 2006 8%
Motorola: Q4 2005 5%, Q4 2006 7%
Palm Q4 2005 9%, Q4 2006 5%
Sony Ericsson: Q4 2005 0.6%, Q4 2006 5%
Others: Q4 2005 24%, Q4 2006 24%
For HTC to be 'already selling' as many phones as Apple hopes to sell they'd have to be have 100% of the WM market - they don't - or sell non-WM phones - as far as I can tell that's not true either:
- 06-23-2007, 04:38 AM #63
Also, HTC is far from a company without any troubles. This from the FT recently:
HTC launches its first mass-market phone
By Kathrin Hille in Taipei
Published: June 6 2007 00:38 | Last updated: June 6 2007 00:38
HTC, the global market leader for Windows-based mobile devices, has launched its first mass-market phone in an attempt to create new growth after losing contract manufacturing orders and witnessing a rise in competition in its traditional niche of high-end smart phones.
The HTC Touch, a small, stylish smartphone that can be navigated with one hand through touch-screen technology, marks “the first time we move beyond our niche of business devices”, Peter Chou, HTC president, told the Financial Times.
Analysts think it has the potential to help turn round a prolonged drop in HTC’s share price.
After peaking at T$1,220 in March 2006, the company’s shares started to slide, triggered by its announcements that it would acquire Dopod, a handset vendor controlled by family members of HTC’s chairwoman, and that it would start selling its phones under its own brand.
In March, the share price had melted to T$425, driven by the loss of contract manufacturing orders and investor fears that margins would suffer from the lack of new growth drivers.
Investors have also expressed doubt whether the Windows niche will be big enough in the long term and whether HTC can keep ahead within this market given that Microsoft has also licensed many other handset companies.
These concerns are being addressed with the new model, Mr Chou says. “From the HTC Touch, you can clearly see our capability to differentiate ourselves.”
Apart from the touch-screen technology, the new device also has an easier user interface to make it more suitable for consumers, who have struggled with the complicated Windows interface.
The new phone would be sold under the HTC brand as well as a customised model for telecommunications operators.
T-Mobile will take it on board as part of its MDA series while Orange will sell it under the HTC Touch name.
HTC is around 80% of the WM market, and at present they are going through a difficult transition. They are shedding their ODM business, leading to lower sales and revenue, and taking on more risk, which is reflected in their stock price.
They are still doing very interesting things, and the HTC Touch looks like its going to be a hit, with sales projected at 2 million for the next 5 months.
So yes, HTC is already doing what Apple wants to do, and will sell more phones than Apple in 2008.
Also note I said WM will sell 20 million next year, not HTC.
- 06-23-2007, 05:22 AM #65
- 06-23-2007, 05:48 AM #67
- 06-23-2007, 06:00 AM #69
- 06-23-2007, 06:01 AM #70
- 06-23-2007, 07:51 AM #72
- 06-23-2007, 09:30 AM #73
- 06-23-2007, 09:46 AM #74
Anyway, on to more interesting things...
As to whether they'll sell more than Apple in 2008, that's very far from a certainty. If iPhone sales come close to the numbers suggested by some of the polls, Apple could sell more phones in the US alone than HTC will globally.