Hey its mid-2009 and the mobile world looks like its finally entering the information age!! About time, eh?? You have read about the world going gaga over the Apple-iPhone, the Palm-Pre or the RIM-Blackberry. Thats 3% of the worldwide shipment of phones. Accounting for 35% of profit. Deutsche Bank's Brian Modoff has analyzed these trends to profitability quite well http://www.wikio.com/themes/Brian+Modoff












These figures focus on the manufacturers-what about the consumers? Where are they? What do they want? Where are they headed? Whats in it for Sanjay Research ? I see a definite bipolar worldwide market-a high end >$100 smartphone market mostly adopted by US, Europe,Japan,S.Korea and pockets of the MidEast. The rest of the world (especially the fastest growing one-India) will stay in the sub-$50 phone range http://trendsniff.com/2009/02/22/mobile-subscribers-china-india-2009/