"Then just look at the third slide Zax presented (Windows Phone Manufacturers Worldwide) for 16% -- there may be some rounding involved slide to slide to account for the missing 2%. Some quantity of each of those OEMs devices are in use still in use worldwide."
I'd assume that among the 18% Other category from the first graph would be other models from Nokia and HTC. Among the HTC and Nokia models that did not place in the top ten would be all the first gen devices, like my trusty HTC Arrive, and the Lumia 520, 720, 810, and 510. I can see those accounting for the 2% overlap.
Looking at the US only graph, the change from January is pretty staggering. Compare the following:
From January 8, 2013
Now from April 8, 2013
If we believe these usage stats as reflecting installed base in the US, the Lumia 920 userbase has gone from being roughly equivalent to the Lumia 900 userbase to more than double in 3 months. Verizon's 822 has had even greater growth. Can we assume the usage from the 900 is nearly static during that time (it's still less than a year old...)? If so, it means that 920 sales in Q1 were approximately equal to that in Q4, and 822 sales doubled sequentially from Q4. I think that bodes well for a quarter in which we will see a seasonal decline in smartphone sales and a huge pull back from the "pulling out all the stops" market blitz that accompanied Microsoft's simultaneous Office/Windows/Windows Phone launches. |
