As important and as robust as mobile subscriber growth has been over the last decade, it is not invulnerable to economic stress. In fact, on a global basis, mobile handset shipments have declined for two consecutive quarters.
An economist, tracking any nation's economic performance, would say that set of data marks the beginning of a recession.
“Handset shipments have not seen a sequential year over year decline since the global economic crisis of 2008-2009," says ABI Research senior analyst Michael Morgan.
Of course, handset purchases often are affected by consumers waiting for hot new models to be released, while some might also note that the second quarter is a seasonally slower quarter.
Apple, for example, experienced a 26 percent quarter over quarter decline in shipments in the second quarter, as consumers withheld purchasing an iPhone in anticipation of the new model to be released in the late third quarter.
Research in Motion and Nokia experienced 14 percent and 30 percent quarter over quater declines respectively. To some extent, those dips might partially be explained by customers waiting for the next major product families from each of the suppliers, and in part by a shift of demand away from both suppliers.
Monday, July 30, 2012
Global Handset Shipments Decrease for the Second Consecutive Quarter
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Subscribe to:
Post Comments (Atom)
AI "Performance Plateau" is to be Expected
There is much talk now about generative artificial intelligence model improvement rates slowing. But such slowdowns are common for most--if...
-
We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
-
It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
-
One recurring issue with forecasts of multi-access edge computing is that it is easier to make predictions about cost than revenue and infra...
No comments:
Post a Comment