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iPhone IS second biggest-selling US mobile

Apple’s iPhone 3G is now the second best-selling mobile handset in the US, just behind the Motorola Razr 3, NPD Group announced this morning.

Researchers also confirmed that one in three iPhone 3G purchasers switched from other carriers to join AT&T, suggesting that network’s subscriber numbers will have seen a hefty bump – particularly as it now seems extremely likely Apple has exceeded its stated sales targets for the device.

Returning to NPD, they claim by way of comparison just 23 per cent of consumers, on average, switched carriers between June and August 2008. Nearly half (47 per cent) of new AT&T iPhone customers that switched carriers switched from Verizon Wireless, another 24 per cent switched from T-Mobile, and 19 per cent switched from Sprint.

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Smart war Holidays – Does Santa use a iPhone?

 Warning: Even if all you want are new socks and a pair of comfy slippers, the crystal balls and tea leaves are warning us to expect a smartphone-focused Christmas – that’s assuming Wall Street’s money-men haven’t greedily invoked the world’s poorest holiday season in 50 years through their mendacity…

Expect the most competitive market yet as handset makers tousle for pre-eminence. Nokia, Sony Ericsson, Apple, Research in Motion, Palm, Android, Google – looks like all the tech firms are making it to this party. (Sadly, Microsoft couldn’t really make it this year, and plans to ship its most advanced Windows Mobile 7 late next year, or something.)

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Fast-selling iPhone could swamp RIM – research

 The iPhone is the second biggest-selling smartphone in the US, confirms new research from Synergy Research Group.

 

The Synergy Q2 2008 Mobile Handset Market Share report confirms the US smartphone market posted strong double-digit growth, with the iPhone continuing to break records, shipping over a million units in

three consecutive quarters. 

"Even with Q2 shipments dropping in anticipation of the new 3G iPhone, Apple retained the second place spot for the first half of the year with Motorola a close third," the researchers said.

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iPhone and BlackBerry ascendant as smartphone wars begin

 The latest ChangeWave Consumer Smartphone survey suggests Research In Motion and Apple’s will wipe the floor with other manufacturers, as the two horse race between the two firms for dominance of the smartphone sector pushes other makers out of the game.

Director of research, Paul Carton, notes that prior to the release of the iPhone 3G, his surveys had suggested the device would have a huge impact on the market. It did. Apple sold one million units in the first weekend, and demand remains high today.

"RIM isn’t taking the Apple 3G challenge lying down," Carton notes. "The Canadian manufacturer has multiple plans in motion to counter Apple’s momentum among consumers, including an already announced new product release (the Bold) and two likely additional product releases (the Thunder and Kickstart)."

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Changewave report details iPhone challenges in the business market

Changewave’s latest report gives some very interesting numbers for the iPhone in the business market:

  1. Apple is the number two manufacturer in the planned purchases category (ahead of Nokia (this must be US-centric), Palm, Samsung and Motorola) and already has 5% of the business market. 
  2. Apple leads (59%) the very satisfied category in their survey by double digit numbers and kills Palm and Windows Mobile devices (10-30% very satisfied).
  3. While RIM currently is the market leader by huge numbers, its recent outages and declining satisfaction ratings are leaving a big question mark in the business landscape – one that Apple is hoping to exploit.
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Google Announcement liveblog

EDIT – the call is over – you can treat this as notes – not much really to see – we’ll check back next week when we see the SDK!

Ed Shaig – welcome who is here:

Eric Schmidt: Overview

3 blliion users.  Getting Google on there.

Want to create a new experience with android platform.

Not a Gphone.  There is no suuch thing – there will be many devices.  (Obviously reading this from a script)

Major platform change

Consumers have access to desktop type applications and new applications we can’t even imagine

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Google "phone" is on. High Noon EST

Google will announce their "phone" today.  At noon.   We use quotes because people aren’t going to be buying – or leasing it as the case may be – it for its phone features – nor will it be available until the second 1/2 of 2008.  It will be a mobile browser platform and more.  Think Nokia Tablet type devices but smaller.  As for carriers, T-Mobile will certainly be one of the carriers taking it on but many othes will be jumping on.  Also think WiMAX.

This year and next will be known as the time that the desktop (or laptop as it were) moved to the palmtop.  Every major advancement is occurring in this space.  Vista and Leopard are evolutions, not revolutions…

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Apple "Analysts" don't seem to be very good

So doing the last post, we had to do some research on Shaw Wu an Analyst for American Technology Research who had made a bad call on the numbers of iPhone unlocking. Thankfully, MacRumors has put together a list of Shaw’s predictions and their subsequent  "truthieness".  He’s riding about 15% correct…which is like picking horses at the track based on their names.   Given all of this, he has a 4/5 star rating from Yahoo and many people make investment decisions based on his guidance.   Some of the better ones (from Macrumors):

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iPhone war begins: Nokia buys Symbian

This is interesting – Nokia this morning announced plans to buy mobile phone operating systems maker, Symbian. This is significant because it underlines how software is the new battle ground for the smartphone market, with devices and functionality taking second place to ease-of-use and integration.

Nokia paid out over $250 million in Symbian license fees last year, so it makes sense for the company to purchase the firm. Well, that, an imminent competition from Google’s now-delayed Android platform, and the permanent looming threat of Apple with the iPhone. Apple, in particular, lends its proven skills in software design to the mobile phone market.

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Motorola massacre: iPhone slices Razr…

 Apple’s iPhone is already snapping at the heels of Research In Motion and trouncing Palm, but spare a thought for another victim of the invasion – former partner, Motorola.

Apple worked with Motorola to deliver the first iTunes-capable mobile phone, the somewhat lacklustre ROKR. While this never truly competed with Motorola’s RAZR phone, it was an attempt.

Motorola’s handset sales are suffering now in the PiP (Post-iPhone) world. A survey by Rubicon Consulting reveals 14 per cent made the switch from Windows Mobile; 13 per cent from Blackberry, 7 per cent ran from Palm – but almost a quarter, 24 per cent, of those surveyed were previously owners of a Motorola Razr.

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AT&T slowing down iPhone data speed?

According to AT&T’s new iPhone website, the maximum download speed you can expect to achieve with the device is 1.4mbps.  That is much different than typical 3G phones like the Motorola Q for instance which comes in at a hefty 3.6mbps.  HSDPA data cards can get as high as 7.2 mbps.  What gives?! 

It is unlikely to be a webpage error because the 1.4mbps speed is also quoted in the official press release.  While this may still be twice as fast as the previous iPhone, if true, it won’t impress anyone who has used full 3G enabled devices.

Motorola Q?  3.6 Mbps!!!

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Apple, Nokia, Motorola agree negotiation of European 'iPod levy'

Consumers purchasing iPods, iPhones, Macs and an array of similar consumer electronic devices, including VHS and DVD recorders, may soon be required to pay a Europe-wide levy on every sale.

Led by music industry groups, rights-holders in Europe have been pressing local lawmakers and consumer electronic device makers to agree to such a tax. They want money raised through this levy to be distributed to rights-holders.

Today’s news is that consumer electronic companies – after stiff resistance to such proposals – may now be willing to declare a truce in these negotiations, in order to find a mutually satisfactory solution.

Consumer electronics companies including Nokia, Apple and Sony have contacted regulators at the European Commission to that effect.

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Apple Intel decision revisited. Apple almost went with P.A. Semi in 2005

In April 2005, Apple was at a crossroads.  IBM wasn’t delivering on its 3GHz chip promises and wasn’t making efficient, low power, high speed versions of its processors.  It just wasn’t a priority.  Apple had to do something.  At the time, that something turned out to be moving to Intel x86 processor lineup which blew away anything IBM had to offer (Apple was still using Motorola/Freescale G4s in its laptops) in terms of power/watt.

The Register broke the story a year later that there was a third player involved in that switchover.

P.A. Semi

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Needham & Co: iPhone a game-changer, Palm to suffer

 Needham & Co. this morning initiated coverage on Palm and BlackBerry manufacturer, Research In Motion, noting both companies seem likely to take a bounce on strength of the iPhone effect.

Palm seems most exposed to risk, the analysts said, saying the company had "lost its way". Pointing out that Palm hasn’t introduced a major upgrade of its smartphones and the Palm operating system for almost five years, the analysts observe the company to be, "counting on a new operating system and a totally redesigned smartphone to restore its leadership role.

"Neither is likely to be introduced until late in the year. Even then, it’s an open question whether they’ll be successful. We’re initiating coverage with an under perform rating," Needham & Co. said. And the market for personal organisers is shrinking in favour of the smartphone.