Analysts warn of mass defections from BlackBerry, Nokia

updated 01:10 pm EDT, Mon June 21, 2010

Android and iPhone grabbing BBerry and Symbian


Analysts today warned that Nokia and RIM were about to see their market share plunge in the near future thanks to Apple and Google. Goldman Sachs' Simona Jankowski pointed to checks at retail that showed BlackBerries were no longer the top-selling phones at US carriers outside of AT&T, having mostly been taken over by Android. The Droid and Droid Incredible now have the top spots at Verizon, while the Evo 4G leads at Sprint and myTouch 3G Slide is taking command at T-Mobile.

Jankowski warned that RIM would probably sell 11 million BlackBerries. While it would still represent a best-ever result, it would slip below the 11.2 million RIM set as the low end of its guidance from before. Most of its healthier sales will ultimately come from outside North America, the analyst said, where Android has a weaker presence.

Nokia's preemptive results warning and Apple's record pre-orders; the slump in one and surge in the other were both indicators that most phone producers, including RIM and Google's supporters, were likely to chase after Apple and would more likely be second place in the long term.

"iPhone 4 is tracking to be the most successful new product launch in Apple's history," Whitmore said.


By Electronista Staff

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Previous Comments

  1. slapppy

    Fresh-Faced Recruit

    Joined: Mar 2008

    +3

    Easily solved

    Just do the "buy one get one, two or three POS free" program. Extend it indefinitely and you'll be moving POS like its free. Oh yeah it is free.


  1. iphonerulez

    Fresh-Faced Recruit

    Joined: Nov 2008

    +1

    RIM's growth has already come to a standstill...

    despite being on so many carriers throughout the world. That's not good at all. The BlackBerry still has a lock on the corporate world and texting continues to be popular, so I don't think there'll be mass defections by BlackBerry users. I don't know what RIM's direction should be. Stick with the traditional BlackBerry or try to build decent touch-screen smartphones? I'm fairly certain that RIM figured the traditional BlackBerry would forever remain popular since so many people like physical keyboards. RIM's share price is under so much pressure that it only seems to be going down.


  1. Jonathan-Tanya

    Fresh-Faced Recruit

    Joined: Oct 2004

    0

    false goals

    You all act like selling through fewer carriers or using less models of phones gives you some kind of prize.

    You get no prize for it.

    When RIM has sold its best ever quarter - the correct response, is congratulations.

    That's not a failure, but a success.

    Still we know RIM and Nokia, crystal balling it, have some competitive weaknesses, and their sales are coming downmarket.


    Is apple kicking butt? Yes. But Apple isn't the story... Apple won't go downmarket, where frankly at this point Nokia and RIM are increasingly cornered...its how fast Android leaves its North American base, and how well it kicks RIM and Nokia in countries like Brazil, India, Malaysia, etc....thats the story...if it materializes.

    outside the U.S. though, RIM sales are still strong, Nokia's sales of low end/cheap smartphones where their real competition is still Chinese knockoffs...it remains strong, Nokia is considered a premium brand over the generic chinese knockoff.


  1. testudo

    Fresh-Faced Recruit

    Joined: Aug 2001

    +2

    Re: RIM's growth

    Yeah, their growth is such at a standstill. Who cares if they're poised to sell more phones this quarter than any other quarter in their history. People who look at that and don't realize their sales are at a standstill just don't understand economics.


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