Gartner: Weltweite Mobiltelefonverkäufe im zweiten Quartal 2008 sind um 12 Prozent gestiegen

Mittwoch, 27. August 2008 um 13:51

</td> <td style="padding: 0cm 5.4pt; width: 72pt; height: 14.25pt;" valign="bottom" width="96">

26,698.9

</td> <td style="padding: 0cm 5.4pt; width: 122.4pt; height: 14.25pt;" valign="bottom" width="163">

8.8

</td> <td style="padding: 0cm 5.4pt; width: 76.5pt; height: 14.25pt;" valign="bottom" width="102">

18,522.9

</td> <td style="border-style: none solid none none; border-color: -moz-use-text-color windowtext -moz-use-text-color -moz-use-text-color; border-width: medium 1pt medium medium; padding: 0cm 5.4pt; width: 122.4pt; height: 14.25pt;" valign="bottom" width="163">

6.8

</td> </tr><tr style="height: 14.25pt;"><td style="border-style: none none none solid; border-color: -moz-use-text-color -moz-use-text-color -moz-use-text-color windowtext; border-width: medium medium medium 1pt; padding: 0cm 5.4pt; width: 86.4pt; height: 14.25pt;" valign="bottom" width="115">

Sony Ericsson

</td> <td style="padding: 0cm 5.4pt; width: 72pt; height: 14.25pt;" valign="bottom" width="96">

22,951.7

</td> <td style="padding: 0cm 5.4pt; width: 122.4pt; height: 14.25pt;" valign="bottom" width="163">

7.5

</td> <td style="padding: 0cm 5.4pt; width: 76.5pt; height: 14.25pt;" valign="bottom" width="102">

24,346.5

8.9

Others

</td> <td style="padding: 0cm 5.4pt; width: 72pt; height: 14.25pt;" valign="bottom" width="96">

57,970.4

</td> <td style="padding: 0cm 5.4pt; width: 122.4pt; height: 14.25pt;" valign="bottom" width="163">

19.0

</td> <td style="padding: 0cm 5.4pt; width: 76.5pt; height: 14.25pt;" valign="bottom" width="102">

53,959.6

19.8

</td> </tr><tr style="height: 14.25pt;"><td style="border-style: none none solid solid; border-color: -moz-use-text-color -moz-use-text-color windowtext windowtext; border-width: medium medium 1pt 1pt; padding: 0cm 5.4pt; width: 86.4pt; height: 14.25pt;" valign="bottom" width="115">

Total

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304,722.1

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100.0

272,603.7

</td> <td style="border-style: none solid solid none; border-color: -moz-use-text-color windowtext windowtext -moz-use-text-color; border-width: medium 1pt 1pt medium; padding: 0cm 5.4pt; width: 122.4pt; height: 14.25pt;" valign="bottom" width="163">

100.0

</td> </tr></tbody></table>

Note* This table includes iDEN shipments, but excludes ODM to OEM shipments.

Source: Gartner (August 2008)

With mobile phone sales reaching 30.4 million units, Motorola’s worldwide market share dropped further in the second quarter of 2008 at -4.5 per cent year-on-year. Nevertheless, sales grew quarter-on-quarter and reached 30.4 million units. Motorola’s portfolio remained uncompetitive because of its lack of 3G and “hot” applications such as GPS and good-quality internet browsing. Gartner remains sceptical that the revamp of products such as the Ming in response to the touch-screen frenzy seen in the market is a strategy that will help boost sales. Motorola runs the risk of having to lower the prices of its handsets to compete because of a lack of features.

LG’s positive momentum continued in the second quarter of 2008, with mobile phones sales amounting to 26.7 million units. This represented a 2 percentage-point increase year-on-year. LG has been focusing on strengthening its portfolio and improving profitability, and its efforts have clearly paid off. Gartner expects LG to sell most of the inventory built up in the second quarter during the third quarter of 2008 and make up for expected weaker sales into the channel.

Sony Ericsson’s market share grew slightly in the second quarter of 2008 sequentially with worldwide mobile phone sales reaching close to 23 million units. However, annual market share fell by 1.4 percentage points, preventing the vendor from advancing from its No. 5 position in the worldwide mobile handset market. “Our confidence in an improved performance by Sony Ericsson weakened further as recent product announcements were disappointing since they delivered similar current features and designs,” said Ms Milanesi. Sony Ericsson has gone form eyeing the No. 3 position in the worldwide ranking to fighting to regain the No. 4 spot in just a few quarters. According to Gartner, Sony Ericsson needs new designs and a wider feature and application offering to remain competitive.

Regional Analysis

In the second quarter of 2008, 115 million mobile handsets were sold in Asia/Pacific. This represented a 20.5 per cent increase over the second quarter of 2007. “Net new cellular connections declined significantly. Operators added more than 83 million connections in the first quarter of 2008, but they added only 75 million in the second quarter of 2008. This drop negatively impacted sales of mobile devices in the second quarter of 2008,” said Anshul Gupta, principal research analyst for mobile terminals at Gartner, based in Mumbai, India. “In addition, high food prices and inflation also had a negative impact on sales of replacement mobile handsets.” Sales in emerging markets bolstered the overall growth in the region as the growth in mature markets remained flat.

Sales in the Eastern Europe, the Middle East and Africa region reached 56 million units, which represented an 18 per cent increase year-on-year. “The economy in several countries has slowed down and the region saw slower than expected replacement sales as consumers dealt with the higher cost of living. Despite these unfavourable conditions, operators and handset vendors continue to target areas with low penetration in the Commonwealth of Independent States and West Africa,” said Annette Zimmermann, senior research analyst for mobile devices at Gartner, based in Munich, Germany.

In Japan, sales to end users totalled 9.4 million units in the second quarter of 2008, a decrease of 22.1 per cent year-on-year. “This drop is twice as much as last quarter and it was the result of a lack of new phone features that were compelling enough to drive growth,” said Kenshi Tazaki, managing vice president, mobile communications research, Gartner, based in Tokyo, Japan. In addition, pricing schemes introduced at the end of 2007 that reduced subsidy levels have further weakened users’ impetus to replace their mobile devices.

Sales of mobile handsets in Latin America surpassed 38.5 million units in the second quarter of 2008, representing an increase of almost 19 per cent from the same quarter last year. “The performance this quarter was below expectations mainly due to strong growth in the first quarter of 2008 and slightly-weaker demand in the second quarter of 2008, generating higher levels of inventory as vendors did not fully materialise sales,” said Tuong Nguyen, analyst for mobile terminals at Gartner, based in Arlington, Virginia, USA.

In North America, sales to end users totalled 44.1 million units in the second quarter of 2008, a 6.58 per cent increase from the second quarter of 2007. “Despite industry concerns over the economic downturn, handset sales were strong, up 5.3 quarter-on-quarter,” said Hughes De La Vergne, principal analyst for mobile terminals research at Gartner, based in Dallas, Texas, USA. “New subscribers were limited during the quarter, as growth continued to be dominated by replacement sales.”

The market in Western Europe picked up slightly in the second quarter of 2008 when sales of mobile handsets reached close to 42 million units, a decrease of 8.2 per cent from the second quarter of 2007. “However, the market was up 16 per cent quarter-on-quarter. The region reached a penetration rate of 121.5 per cent in the first half of 2008, demonstrating that there is a strong dependence on replacement sales as a driver in this market,” Ms Milanesi said. “Economic conditions remained challenging during the quarter, although some vendors and operators felt this more than others, with Sony Ericsson continuing to feel the strain and Vodafone’ sales being affected by delays in new devices availability and slower replacement sales.”

Ms Milanesi concluded: “We expect mobile handset sales to exhibit 11 per cent growth in 2008 and the growth in revenue will be slightly lower at 9 per cent as increased competition and a tougher economic environment negatively impact average selling prices. In addition, mobile phone manufacturers will be put under pressure to maintain healthy margins while they intend to further break through the emerging markets to increase sales.”

More information is available in the Gartner report “Dataquest Insight: Market Share for Mobile Devices, 2Q08”, available on gartner.com.

About Gartner

Gartner, Inc. (NYSE: IT) is the world's leading information technology research and advisory company. Gartner delivers the technology-related insight necessary for its clients to make the right decisions, every day. From CIOs and senior IT leaders in corporations and government agencies, to business leaders in high-tech and telecom enterprises and professional services firms, to technology investors, Gartner is the indispensable partner to 60,000 clients in 10,000 distinct organizations. Through the resources of Gartner Research, Gartner Executive Programs, Gartner Consulting and Gartner Events, Gartner works with every client to research, analyze and interpret the business of IT within the context of their individual role. Founded in 1979, Gartner is headquartered in Stamford, Connecticut, U.S.A., and has 4,000 associates, including 1,200 research analysts and consultants in 80 countries.

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