My friend Thomas Howe pointed out at nice ZDne roundup on the current smartphone players that I think points out some interesting market potential.
- Apple: The 3G iPhone will move units because it has an enthusiastic customer base that will continue to buy the latest from Apple. That's powerful. Meanwhile, international expansion and enterprise interest keeps Apple rolling.
- RIM: RIM isn't going anywhere and will maintain its share and strength. In the enterprise, RIM is entrenched. In the consumer market, RIM is pretty interesting. As far as buzz goes, look for RIM and Apple to be the leaders.
- Nokia: Was the Symbian deal savvy or desperate? Time will tell, but there are a lot of financial types saying that Nokia shares are a value. Nokia is a big dog globally and has a nice mix of high-priced and low-priced devices. It sure would be nice if Nokia were more of a player in the U.S.
- Palm: It's a bit depressing when Palm's big plan is a refreshed Treo line powered by Windows Mobile. There are a ton of devices powered by Windows Mobile. Where's the differentiation? And that's the problem. There is little to differentiate Palm's devices-except for Centro's price. That's not a great model.
- Sony Ericsson: This device maker moves a lot of units and has some Walkman mojo courtesy of Sony. However, the company will have an increasingly difficult time differentiating itself.
- Samsung and LG: Both are big. Both can be trendy. And both can play the price game.
- Motorola: No groundbreaking designs. Commodity handsets. Still decent market share. Even when Motorola spins off the handset division it's questionable whether the unit can stand alone.
It was enough to make me think about these players a bit. I'm a huge Nokia fan, but they seem unfocused in the US market. I wish that would improve. I think they stumbled by doing a blogger program for the N-series and not including the E-series. Too many of us business oriented bloggers have commented on the shortcomings of the N-series for business. Some good buzz and an effort could have gained Nokia a far stronger base of loyal customers in the US for their business products. They're sadly behind the curve.
Apple will continue, and while they'll make inroads, I think the iPhone still has at least two generations of growth before we see anything that's enterprise business class. Right now it's mildy interesting and highly annoying to the enterprise. And the shift is going to take time and a larger wave that I think exists of pent up demand.
RIM will surely remain the leader in my view. And they're going to be making inroads that will cut into Nokia's space in the high end consumer space.
Palm is, in my view, a dead end. I used Palm devices for years and my primary phone for 2-3 years was a Treo. I doubt I'll ever look at them seriously again, and everyone I know looks askance at
WINCE Windows Mobile on anything. Having used it for a couple of years, it's an OS I'll avoid with even more fervor than Vista.
Motorola is a strong company that appears to have ceded the market to other companies who want it more. A shame, but unless they do something cutting edge (remember when the StarTAC was the hottest thing on the planet? That was their last real innovative market maneuver.), they're simply toast.