Saturday, August 8, 2009

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

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

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