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Technology Stocks : Nokia Corp. (NOK) -- Ignore unavailable to you. Want to Upgrade?

To: Eric L who wrote (3334)	4/27/2005 11:33:33 AM
From: Eric L	Respond to of 9255

Strategy Analytics Estimates Q1 Sell-In << Strategy Analytics should be checking in eith their Q1 estimate shortly. >> They have checked in. In between reporting Q1 2004 and end of year, they adjusted sell-in for that quarter. Their Q1 sell-in is now reported as 157 million rather than 153.1 million as originally reported last year. They are estimating Q1 2005 sell-in at 172 million so the YoY growth for Q1 is ~9.5%. According to Strategy Analytics (from various sources): * During Q1, some 172m mobiles were shipped, mostly from the top three vendors, Nokia, Motorola and Samsung. That's well down on Q4 2004's total, 196.6m units, but no great surprise given the traditional strength of the Christmas sales season. * While Q4 2004's shipments were 23 per cent up on Q4 2003's total, Q1 2005's year-on-year growth was 9.5 per cent, from Q1 2004's 157m shipments. * Market leader Nokia's share of the world handset business fell slightly sequentially, but was up year-on-year, as were all the other major vendors, with the notably exception of Siemens. * Finland's Nokia had a market share of 31.3 percent, up from 28.5 a year ago but some two percentage points below the firm's market share in the fourth quarter, SA said. * Of the majors, only Motorola and Samsung were able to make sequential market share gains, rising from 16.2 per cent in Q4 2004 to 16.7 per cent in Q1 2005 and 10.7 per cent to 14.2 per cent, respectively. * Motorola came in second with a market share of 16.7 percent, up from 16.1 last year * South Korea's Samsung Electronics raised its share to 14.2 percent from 12.8. * LG Electronics jumped to the fourth spot globally with a share of 6.5 percent, up from 5.6 a year ago, thanks to strength in the North American market. * Japanese-Swedish Sony Ericsson had a roughly flat share year-on-year at 5.5 percent. * Germany's Siemens slumped to 5.4 percent in the quarter from 8.2 a year ago. The company said Wednesday it was in talks to find a partner for its loss-making handset business. * SA maintained its October 2004 forecast of eight per cent growth in unit shipments for 2005, from 2004's 680.5m units to a predicted 735m handsets, and well down on 2004's increase of 31.6 per cent over 2003's total shipments. If that's the case, quarterly year-on-year growth rates have further to fall. tinyurl.com tinyurl.com I'll abstract when more detail is available. - Eric-