“The Honeymoon Period for Apple in the Mobile World Is Clearly Coming to an End”
With global shipments that rose 43 percent to 60 million units in the second quarter, the cellphone industry has been on a real tear lately. And while it’s not yet a top-five player there, Apple has been reaping the benefits of fast developing interest in high-end 3G touchscreen phones. In the second quarter, the company’s iPhone shipments rose 61 percent, according to research outfit Strategy Analytics.
Apple (AAPL) now has an almost 14 percent share of the smartphone market and an almost three percent share of the overall handset market. The company shipped 8.4 million iPhones during the quarter–a nice increase from the 5.2 million it shipped a year earlier, but down from the 8.8 million of the prior quarter. And to Strategy Analytics, that suggests the iPhone juggernaut may be slowing, if only a bit. “The honeymoon period for Apple in the mobile world is clearly coming to an end,” Strategy Analytics analyst Neil Mawston wrote. “Apple was criticized for its intensive production methods in China, while the iPhone has been heavily criticized for its poorly designed touchable antenna, and may have lost some heartshare in recent weeks because of its perceived mishandling of the antenna problem.”
Because of that, said Mawston, the iPhone is now “more vulnerable to competitive attacks from rivals like Nokia, Android, BlackBerry and Motorola.” More vulnerable, sure. But only to the well-armed attacker, and I’m not sure you could say that about everyone on Mawston’s list. Not yet, anyway.
And seriously, Nokia?