Moto's Ron Garriques at JP Morgan [and SCPL]
<< Motorola sees the RAZR platform as having sales of 300-500 million over its lifetime. From Ron Garriques presentation at JP Morgan last week.... >>
Yes. He stated that they will ship their 50 millionth RAZR (family member) this quarter, and I believe he is including the SLVR L6 & L7 bars in that number as part of the platform. Hopefully they don't try to push the RAZR platform as far and as long as they did the StarTac family, at the expense of other design platforms allow though at least there is a variety of form factors on the RAZR platform.
He kind of sighed about finally getting the 'Q' out (on Verizon). It'll be interesting to see if they make his Q4 target of a Q4 launch for the 3GSM UMTS model.
His observation that carriers are not subsidizing 3GSM UMTS models more than 2.5G models now, and margins are about the same on 2.5G v. 3G models was interesting.
His China slide from Sinocast was also interesting. It showed Nokia improving China share from 20.5% in May 2005 to 28.4% in April 2006 with Moto increasing its share from 12.6% to 20.1% with Samsung relatively flat at 10.6% today.
I didn't catch any SCPL references in the main presentation and he was not overly-comittal about its specifics or when initial members of the family will appear.
Eleven months ago Crain's Chicago Business wrote an article about the Scalpel and published very unrevealing concept photos of the Scalpel that are still being circulated ...
In the smaller-is-deadlier battle for control of the worldwide cell phone market, Motorola Inc. CEO Edward Zander is trading in his Razr for a Scalpel. The new quarter-inch-wide phone is his weapon of choice in Motorola's bid to overtake archrival Nokia Oyj in its strongholds overseas. About half as thick as the pricey Razr phone U.S. customers embraced last year, Scalpel also incorporates the "candy bar" shape of almost all of Nokia's models. Expected to be in stores across Europe, Africa, the Middle East and Asia by next year, the Scalpel will sell for around $40, according to an analyst briefed on the product. ... <snip rest>.
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Shortly afterwards Engadget commented ...
We're a little vexed on the finer points of Moto's supposed intentions, but Crain's Chicago Business is reporting Ed ZNDR has plans to release a new, even thinner candybar called the "Scalpel" (SCLPL?), intended to sell for $40 in European, African, Middle Eastern, and Asian markets, and undermine Nokia's global reach. We'd say that's a pretty aggressive plan if that's the case, but we can't help but wonder why they'd undercut their smallest, thinnest phone—the SLVR—with something even smaller and less expensive; let alone how they'd even be able to manufacture an ultraslim device so inexpensively. All this from a supposedly informed Citigroup VP's mouth—not the horse's—so don't get your hopes up too much for that ¼-inch thick phone just yet.
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One week ago Moto's Ron Garriques kicked off the latest round of conjecture when Reuters reported his SCPL reference ...
Motorola plans a new range of slim cell phones next year, the head of its cell-phone division said on Wednesday. Ron Garriques, who heads Motorola's biggest division, said the range would be called the SCPL, pronounced "scalpel." He did not give any details beyond describing the phones as thinner and with five features that would stand out from rival phones.
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The next day CNET.UK commented ...
The Scpl range, which is supposed to be pronounced "scalpel", will apparently be slim handsets that are based on the Razr. We've seen a few leaked pictures on the Mobile-Review forum of a phone said to be called the Motorola Canary, which we thought might be the Razr's successor, but we weren't overly impressed. ... This rumour (and it is just a rumour for now) was started by Ron Garriques, the executive vice president of Motorola, and it makes the hairs on the backs of our necks resemble guards at Buckingham Palace. We're not going to break out the 1982 Dom Perignon just yet though -- we're well aware that what's said at a press conference sometimes stays at the press conference. But we will keep you updated if anything materialises.
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Welcome back. Hope you enjoyed your trip.
Best,
- Eric - |
