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To: slacker711 who wrote (147866)1/8/2013 4:48:24 PM
From: pyslent  Read Replies (1) | Respond to of 213176
 
Assuming that total handset sales were flat at approximately 11 million (likely conservative) so that would mean that smartphones sales were up from 7.7 million to 9.35 million.

Thanks, here's another interesting data point: LTE moving from 16% to 23% of the subscriber base means a net gain of 7.18 million LTE users. I find that hard to reconcile that number with your calculation of 9.35M smartphones, since the number of 3G smartphones should not be so high.



To: slacker711 who wrote (147866)1/8/2013 6:27:42 PM
From: Road Walker3 Recommendations  Respond to of 213176
 
so that would mean that smartphones sales were up from 7.7 million to 9.35 million.

Slowing secular growth? I sometimes think that is the markets concern, the low hanging fruit is gone and its mostly a replacement market and the new smartphone customers are declining rapidly.

Don't know, just speculating. It will happen sooner or later.