Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Grad B who wrote (5023)	7/16/2007 4:48:00 PM
From: Grad B	Respond to of 9255

Here's the table, hope it shows up OK 41.8% 260 262 264 266 268 270 272 274 276 278 280 19.0% 43.2% 43.5% 43.8% 44.1% 44.4% 44.6% 44.9% 45.2% 45.4% 45.7% 45.9% 19.5% 42.7% 43.0% 43.3% 43.6% 43.9% 44.1% 44.4% 44.7% 44.9% 45.2% 45.4% 20.0% 42.2% 42.5% 42.8% 43.1% 43.4% 43.6% 43.9% 44.2% 44.4% 44.7% 44.9% 20.5% 41.7% 42.0% 42.3% 42.6% 42.9% 43.1% 43.4% 43.7% 43.9% 44.2% 44.4% 21.0% 41.2% 41.5% 41.8% 42.1% 42.4% 42.6% 42.9% 43.2% 43.4% 43.7% 43.9% 21.5% 40.7% 41.0% 41.3% 41.6% 41.9% 42.1% 42.4% 42.7% 42.9% 43.2% 43.4% 22.0% 40.2% 40.5% 40.8% 41.1% 41.4% 41.6% 41.9% 42.2% 42.4% 42.7% 42.9% 22.5% 39.7% 40.0% 40.3% 40.6% 40.9% 41.1% 41.4% 41.7% 41.9% 42.2% 42.4% 23.0% 39.2% 39.5% 39.8% 40.1% 40.4% 40.6% 40.9% 41.2% 41.4% 41.7% 41.9%

To: Grad B who wrote (5023)	7/19/2007 8:32:51 PM
From: Eric L	Respond to of 9255

All Time Nokia Share Highs ??? Somewhere I think have a more updated and better formatted table than the one below based on Gartner sell through (although perhaps a year + old since last updated). If I can't find it to update, I'll try and put it back together one of these days. I put this together back in late 2003 and updated it in early 2004 (before the H1 crash they have now recovered from). 2001 - 2002 - 2003 Handset Unit Sell Through and Share by Quarter 2003 1Q 03 2Q 03 3Q 03 4Q 03 2003 2003 Sales Sales Sales Sales Sales Share ======= ======= ======== ======= ======== ======= Nokia 39.479m 41.20m 45.381m 54.6m 126.06m 35.0% Total 112.674m 114.90m 132.844m 159.6m 360.43m 100.0% Nokia % 35.0% 35.9% 34.2% 34.2% 35.0% 35.0% · 2002 1Q 02 2Q 02 3Q 02 4Q 02 2002 2002 Sales Sales Sales Sales Sales Share ======= ======= ======== ======= ======== ======= Nokia 32.531m 35.089m 37.447m 46.355m 151.421m 35.8% Total 93.755m 98.703m 104.256m 296.714m 423.419m 100.0% Nokia % 35.0% 34.7% 35.6% 35.9% 35.8% 35.8% · 2001 1Q 01 2Q 01 3Q 01 Q4 01 2002 2002 Sales Sales Sales Sales Sales Share ======= ======= ======== ======= ======== ======= Nokia 34.0m 31.27m 31.55m 42.88m 139.70m 35.0% Total 96.7m 89.80m 94.40m 118.70m 399.60m 100.0% Nokia % 35.3% 34.8% 33.4% 36.1% 35.0% 35.0% Quarter by Quarter Sell Through Share Summary: 2000 - 2001 - 2002 - 2003 2002/03 1Q 02 2Q 02 3Q 02 4Q 02 Q1 03 Q2 03 Q3 03 Q4 03 ===== ===== ===== ===== ===== ===== ===== ===== Nokia 35.0% 34.7% 35.6% 35.9% 35.3% 34.8% 33.4% 35.0% · 2000/01 1Q 00 2Q 00 3Q 00 4Q 00 Q1 01 Q2 01 Q3 01 Q4 01 ===== ===== ===== ===== ===== ===== ===== ===== Nokia 27.9% 27.5% 30.6% 33.9% 35.3% 34.8% 33.4% 36.1% I believe this quarter is an all time low for Moto unit and revenue share. Nokia is likely to have an all time quarterly high share this quarter for sell-in and probably sell through as well. Perhaps for sell-in they already set it. I noticed in the last SA sell-in update that they stated ... 247 million mobile handsets were shipped worldwide in Q1 2007. Volumes increased at 11% annually, the slowest rate for 2 years. ... Nokia reached its highest ever market share. My fuzzy recall was that their high quarterly sell through share was 37.x% or ~36.9% but evidently if the data I resurrected above is accurate they took out the Q4 2001 sell through high of 36.1% in Q4 2006 with the 36.2% share Gartner credited them with. There is not much question in my mind but that at close of year Nokia will be at an all time high for annual share in both sell-in and sell through. Motorola opened the door for them at the same time that Nokia was mid-stream in product refresh across all price tiers and introducing new terminal platforms and chipset engines (low end single chip, and high end ARM11 based single and dual CPU chipsets), enhancing the S40 and S60 software platforms, driving smartphones into the mid-range, getting thinner, and introducing a broad range of HEDGE and HEDGE-Fi enabled models. This is historical annual sell through ... 10 Year Historical Handset Sell Through Market Share (1997 through 2006)¹ Share 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 ===== ===== ===== ===== ===== ===== ===== ===== ===== ===== Nokia 20.1% 24.3% 26.9% 30.6% 35.0% 35.1% 34.7% 30.7% 32.5% 34.8% Motorola 28.8% 23.2% 16.9% 14.6% 14.8% 16.9% 14.5% 15.4% 17.7% 21.1% Samsung 3.6% 4.2% 6.2% 5.0% 7.1% 9.7% 10.5% 12.6% 12.7% 11.8% SEricsson² 16.2% 14.4% 10.5% 10.0% 6.7% 5.4% 5.1% 6.2% 6.3% 7.4% LG ·Moved into the 6th slot in 2003· 3.2% 5.0% 6.2% 6.7% 6.3% Siemens³ 2.5% 3.3% 4.6% 6.5% 7.4% 8.0% 8.4% 7.2% 4.9% 2.4% Matsushita 5.7% 8.1% 5.5% 5.2% 4.1% 3.3% 2.9% ? ? ? · ¹ Sources for above statistics: Herschel Shosteck for 1997 and 1998 sales and Gartner Dataquest Sell Through for 1999 through 2006 ² Formerly Ericsson ³ Became the ill-fated BenQ Siemens - Eric (IC) -