| | | Based upon indicators I'm seeing, NOK's Q3 volumes will surprise positively. Top end of market has broad representation with nl 920, 925, 928 and 1020, and as we know nl 520/521 has been sizzling. My take is that NOK will easily double Q2's US volumes in Q3 as NOK's upward momentum in the US gains strength. I was wrong to doubt the predictive power of Amazon :). Nokia reported Q3 volumes of 1.4million, up from 0.5 million sequentially, on ASP of around $210 (down from $367 sequentially).
results.nokia.com
I took a crack at guessing the mix after making some assumptions on ASP for the high and low end models.
Sadly, while you were right about US sales volumes, I was right about the deleterious effect of too many 520 sales. Lumia GM plunged to 16%, now well below the GM% of feature phones (21%). |
|
