This Winter's Smartphone Wars Are Set: Who's Going To Win? (AAPL, RIMM)
Unlike last year, when Apple's iPhone caught the mobile industry with their pants down, pretty much every major gadget maker has a touchscreen smartphone to sell this year. But Apple didn't spend the year standing still: Its phone now costs half what it did a year ago, will be available in ten times more countries than it was last year, and comes with access to the best widget marketplace in the business. For those reasons, we think Apple will easily clobber the competition this holiday season, selling at least the 5 million iPhones this quarter that Wall Street has been projecting.
Who's going to come in second? Tough to tell, given that the rest of the phones we're looking at will be available in different markets at different prices. But we have a hunch that Research In Motion's touchscreen BlackBerry Storm, coming to Verizon Wireless and Vodafone this fall, could be a big winner: RIM has comitted to spending a lot of money subsidizing and marketing their phones this holiday season, the BlackBerry brand carries a lot of weight, and Verizon will aggressively promote the phone.
What's the lineup look like?
The iPhone won't be the cheapest smartphone in the bunch, but we think it'll sell the best, especially now that its price has been chopped in half and its international distribution has been expanded. Its app platform is a winner -- more than 100 million apps downloaded so far -- and its multimedia player is still the best.
As rival AT&T has an exclusive deal to sell Apple's iPhone, we're betting Verizon Wireless is going to make RIM's first touchscreen smartphone one of the main phones they push this holiday season -- meaning promotional pricing, lots of advertising, etc. Because the Storm doesn't have a full keyboard, it might not delight RIM's enterprise customers. But the BlackBerry brand is catching on with consumers -- 60% of its new customers last quarter -- and unless this machine is complete garbage, we think they have a chance to sell a lot.
RIM says their first 3G phone for GSM-based carriers has been selling pretty well where it's launched, with a 50/50 split between enterprise and consumer buyers. Most indications are that the Bold is a fine phone, but we think AT&T will favor Apple's iPhone in its stores.
Google's first phone is a powerful gadget but lacks some of the elegance and simplicity that makes the iPhone so special. And if you thought AT&T's 3G network was limited, stay clear of T-Mobile's, which will only be available in a couple dozen major cities this year. When the GPhone launches this year, it won't have nearly the app store that the iPhone will have -- few, if any, commercial games, etc. So while we have high hopes for Google's Android platform in the future, we think this phone will mostly be for programmers and hard-core Google fans.
We haven't had a chance to play with Nokia's new touchscreen smartphone, but it looks nice, and has the benefit of Nokia's massive worldwide distribution network. What we're not sure about: How well popular software on the Symbian OS will work with a touchscreen for the first time. We've also read that the virtual keyboard leaves a lot to be desired. We're not sure when or where the phone will go on sale in the U.S., but we think it has a decent chance to sell well in Europe, where Nokia has a lot of support.
Unlike the other phones we've mentioned, Sprint's Instinct doesn't have much of an app platform behind it. But it looks like an iPhone, which is apparently enough for some people -- it has supposedly sold pretty well, thanks to its low price tag. As long as Sprint keeps promoting it -- and not some of its other smartphones, like the Windows Mobile-powered HTC Touch Diamond -- it should stay popular, especially with current Sprint subscribers. But we don't think it'll do iPhone numbers.
See Also:
Nokia Unveils New Touchscreen Phone, Vows To Beat RIM In Mobile Email
Where Is Microsoft's Smartphone? Everywhere, Says Redmond
Bottom Line: Apple's iPhone Still Beats Google's G1 Android GPhone
Glad to say the ONLY american product I have left in my house of all my consumer products is a copy of Vista which is going the Ubuntu way... and then you immature brats can sit there and gloat with self satisfaction and wonder why the rest of the world dont want to play with you.
As an American, let me just say: fuck you.
With your economy you are doing a good job at fucking yourself... so with wisdom of forsight... suck my piles
PS. you prove the point
Oh no...its the Americans who are immature and condescending. The damn thing isn't even out yet, no carriers have it and subsidized pricing hasn't been announced and as was mentioned, this is a primarily US market based piece for the US market. What is the US Market penetration for the Nokia N95, since you are so well versed on the topic?
Did you happen to note before you typed your anti-American screed that only US carriers are listed? Or is that just too obvious a clue?
Finally, as your response to some criticism is to knock our economy, its only fair for you to state what country you live in that is doing better economically.
Thanks for reminding people why we shouldn't give a damn about what the rest of the world thinks of us. 3 guesses as to how much we give a rip.
I just checked out InstinctThePhone.com and it looks attractive!
Please take this webpage offline. Worthless information