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Checks: BlackBerry sales wither in face of Android, iPhone

updated 12:00 pm EDT, Wed May 12, 2010

Droid Incredible and iPhone price parity hurt RIM

BlackBerry sales are dropping in the US in the face of better performance by Android phones and even a resurgence for the iPhone, Piper Jaffray analyst Michael Walkley said in a research note today. He claimed that the Droid Incredible and original Motorola Droid have been eating into BlackBerry sales at Verizon during April and May. Also, the end to a sale on the Bold 9700 at AT&T has given the iPhone an even wider lead as the BlackBerry no longer has a price advantage.

The touchscreen BlackBerry Storm2 is especially weak and has continued to lose sales, Walkley said.

Even at T-Mobile, the HD2's repeated sellouts and the year-old myTouch 3G have managed to push down Bold 9700 numbers.

The analyst was careful to add that BlackBerry sales in other countries are "strong" but was concerned that RIM would have to cut prices or focus on lower-end models to keep phones selling at high rates.

RIM itself may have already predicted a shift away from high-end phones as it expected prices to drop due to runaway Curve 8500 sales at the expense of high-end models. Its outlook for at least 11.2 million phones may nonetheless be in doubt as it has already lost market share to Android and the iPhone in the winter, before the Incredible had become available.



By Electronista Staff
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Comments

  1. slapppy

    Fresh-Faced Recruit

    Joined: Mar 2008

    -8

    Android is

    iPhone is dying because Android is the killer platform. Sales of iPhones are already way behind Android sales. Google really hit a winner here.

  1. rytc

    Senior User

    Joined: Jan 2001

    -4

    Apple

    I think really blew it by not licensing the iPhone OS, they will once again be relegated to a niche player. I think Windows Mobile and Symbian won't even last long enough to be niche players. MS has really dropped the ball on this one.

  1. _Rick_V_

    Fresh-Faced Recruit

    Joined: Mar 2003

    +5

    At Slapppy & rytc

    Awww... I wouldn't be so down on Apple just yet. Apple is still selling iPhones by the tons, and there is only a brief loll now because everyone is anticipating the iPhone 4G (thanks to Gizmodo, it's the worst-kept secret Apple has had in a long time). Unlike the real world, only people on the tech forums know the iPhone is a so-called closed market, most of the rest of the world don't know, don't know what that means, or don't care (they just want their apps, and they don't care if it was written in Objective-C, Java for Android, or whatevertheyuse on Blackberry).

    Also, the smartphone market is by no means cinched up, so it's a bit early to be announcing the death of Windows Mobile 7. Apple proved that themselves when everyone laughed at them trying to break into the cellphone market. Firefox proved that when Internet Explorer controlled 96% browser share. Apple proved that there was room for three with Webkit. Microsoft proved that with Xbox. And so on... (Granted, nobody expects WinMob 7 to take over, but that doesn't mean they can't be successful either).

  1. Jonathan-Tanya

    Fresh-Faced Recruit

    Joined: Oct 2004

    -3

    @Rick V, Thanks to Apple you mean

    How about assigning a little responsibility eh? Apple lost the phone, that's what made it public. If you can't blame apple for losing the phone, where would the blame end? Why stop at Gizmodo, other websites picked up the story...you just mentioned it, just now, why don't you blame yourself?

    It wasn't any secret that Apple was working on new phones, and Gizmodo's story didn't have details like the release dates of a new phone. All they ever had was pictures of a prototype...it revealed a front facing camera.

    Blackberry is in trouble because Blackberry OS isn't very good. It's like when Palm got stuck on Palm OS 5 for years, and just could never release Cobalt. They finally released WebOS many years later....and that was a bit late, but we'll see what HP can do with them now. Or even when Apple got stuck replacing System 7, and couldn't release an update....they finally cancelled copeland, had to keep updating the old System 7 with Mac OS 8 and even Mac OS 9, all based on the old code base, until finally after loss after loss they finally released the early Mac OS X on a new codebase.

    Blackberry is in a similar stuck mode, but at least OS 6 with a Webkit browser will be out by this year.

  1. Jonathan-Tanya

    Fresh-Faced Recruit

    Joined: Oct 2004

    -3

    in Rick's world...

    It's not Apple's responsibility to keep the phone a secret.

    It's the responsibility of journalists to keep Apple's secrets.

    Maybe in upside down world, it's apple's responsibility to report the news...who knows, you'll have to ask Rick, I can't make any sense of the logic.



  1. _Rick_V_

    Fresh-Faced Recruit

    Joined: Mar 2003

    +2

    @ Jonathan

    Hello?! WTF? I wasn't 'blaming' Gizmodo for breaking the news, I was crediting them!!!

    I wasn't making any commentary on Apple, Gizmodo, trade secrets, or journalism in general. My only comment about "worst-kept secret" is that, once the story broke, it was quite literally on the front page of practically every news outlet. Heck, even the NBC Nightly News covered the story on national TV!

    What's even more interesting to me is the buzz that the iPhone leak caused. No other tech company (or heck, any company at all) can cause such a buzz over a leaked future product. You can't BUY that kind of publicity!

  1. joecab

    Fresh-Faced Recruit

    Joined: Apr 2004

    +3

    uh...

    I didn't read what Rick wrote as sarcasm either.

    Anyhoo, you people who said Apple will be an also ran, already lost, etc. etc. also told us the HP Slate and the Courier would blow everyone away because they'd be running true Win 7. How'd that work out for ya? ;)

    And market share as far as number of devices sold isn't a good indication: profits and a good platform to entice great apps are what count, and Apple's the winner there, so far.

    But really, so what? Why does there have to be a clear cut winner? As long as there are enough competitors to keep everyone on their toes and the market doesn't get too fragmented, bring it on.

  1. WillieLee

    Fresh-Faced Recruit

    Joined: Feb 2010

    +1

    Checks: BlackBerry sales wither in face of Android

    Piper Jaffray also said the Palm Pre was taking away RIM's market share last summer. How did that turn out again?

  1. @okli

    Banned

    Joined: Apr 2010

    -1

    @SLOPPY & Rocky 5

    @slappppy
    Android is iPhone is dying because Android is the killer platform. Sales of iPhones are already way behind Android sales. Google really hit a winner here.

    chearleaders like you sloppy, don't usually have much of a brain,
    check the books before you start to make checks... dude
    Google is a winner of what exactly??? ...
    if somebody is using their Linux ripp-off clone ...they get f...all for it...!!!

    Is Android the killer because its spreading faster than a cancer?.
    Its also just in the US... and mainly thanks to the Verizon's policy:
    "in order to compete with the iPhone, Verizon Wireless has expanded its
    buy-one-get-one offer beyond RIM's devices to now include all of their smartphones."!!!
    the question is here who is he going to kill? Mr.Soft's mob7, HTC,BBry or Motorola...
    shure not Apple!!!

    @rocky V
    "Granted, nobody expects WinMob 7 to take over, but that doesn't mean they can't be successful either). "
    No they can't!!!
    Nobody expects WinMob 7 to take over because it is dead already,
    Mr.Soft did kill it himself...same as the Courier
    they are now developing WinPhone7 which have nothing to do with WinMob 6 or 6,5 or 7... dude

    @okli





  1. Eldernorm

    Fresh-Faced Recruit

    Joined: Sep 2007

    0

    Just a thought

    Apple does it again. iPhone 4 PRE-ORDERs crashed the system at 600,000 the first day. It is estimated that many tried 3-6 times to order, that means over 3 million attempts to access system..

    Yep Apple is dead. Sell you stock now. :-)

    Just a thought,
    en

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