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Re: MPartners report

By: zzfan in IDCC | Recommend this post (0)
Sat, 11 Feb 12 2:24 AM | 343 view(s)
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Msg. 44582 of 48237
(This msg. is a reply to 44581 by DCLARKE)

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They sold 116 million cellphones in both 2010 and 2011. I would not count them out quite yet. They did miss projections for 2011. The fact that they have had the capability makes it much easier to catch back up. Their infrastructure is in place and a tweak here and there can easily jump them back to expectations.

MO
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The above is a reply to the following message:
Re: MPartners report
By: DCLARKE
in IDCC
Sat, 11 Feb 12 2:06 AM
Msg. 44581 of 48237

Your estimates are way off. They are on pace to sell about 75M phones but the trend is down big. Their smartphone sales are estimated to be about 33% of the total or about 6M units. I am guessing that many of their feature phones have a paid up license. So, I think the estimate by Ron is pretty close and the numbers you are throwing around do not reflect reality.

Excerpt and Link below:

"The shift to high end devices, and away from mass market featurephones, was reflected in an 18% year-on-year fall in handset sales, to 17.7m units. There was no breakdown of smartphones and featurephones, though an estimate from Macquarie Group suggests it may have seen a 47% increase on Q410 smartphone volumes, to reach about 5.7m units or one-third of its total. Other analysts are more bullish - Strategy Analytics reckons it reached 54% growth."

http://www.rethink-wireless.com/2012/02/01/lgs-mobile-unit-hits-profit.htm


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