Looks like Korea is much better placed in unit sales than Japan.
Nokia is feeling a stronger competition, Sony Ericsson is finally coming
back:
http://www3.gartner.com/5_about/press_releases/pr8dec2003c.jsp
I was expecting this results from Nokia here are some thoughts about:
1 - Operator-exclusive phones are getting more important in EU and
they are not from Nokia.
2 - Clamshell designed camera phones with hi-definition displays are
growing in EU and Nokia have not able to address this market in time.
Clamshell sales are dominated by Korean and Japanese handsets.
3 - Nokia is loosing most of its Communicator customers by not
introducing
an interesting replacement. Competition is not waiting (P800-P900 Treo
600)
4 - Sony Ericsson is coming back very well on medium range full featured
phones.
5 - Series 60 phones are evolving too slowly if compared to what is
going to
the market soon from Siemens and Sendo
6 - On 3G Nokia as still to offer some interesting handsets. This is
still a market
to come but could be a serious problem in 2004
Giovanni Bertani
Received on Tue Dec 9 01:14:10 2003