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Latest Intelligence Report Summaries
Mobile Devices
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Motorola’s Choices
Advisory Report | Mobile Devices  -   [Feb 08, 2008]   What the heck is going on at Motorola?
 
Apple Quietly Broadens iPhone, iPod touch Product Lines
Competitive Update | Mobile Devices  -   [Feb 07, 2008]   Apple quietly introduced new iPhone and iPod touch models with double the flash memory. The $499 16- GB iPhone is the highest- capacity phone on the market, and with iTunes movie rentals, there is ample content to fill the space.
 
Nokia Buys TrollTech, But not for the Obvious Reason
Competitive Intelligence Report | Mobile Devices  -   [Jan 30, 2008]   Nokia’s purchase of TrollTech, a maker of mobile Linux platforms and tools, could serve as a hedge against Google’s Android while it adds to mobile Linux fragmentation. For now, Nokia plans to use the tools to fragment its own software strategy.
 
Sanyo Sells Mobile Phone Business to Kyocera
Competitive Intelligence Report | Mobile Devices  -   [Jan 23, 2008]   Sanyo and Kyocera couldn’t go it alone in the mobile phone business, and Sanyo has been spinning off divisions to focus on batteries. The problem for Kyocera is that adding a second struggling handset line could make things worse, not better.
 
MacWorld 2008: Apple Launches iTunes Movie Rentals, but No 3G or GPS
Show Update | Mobile Devices  -   [Jan 16, 2008]   iTunes Movie Rentals keeps the iPhone well ahead of rivals in regards to mobile entertainment, but Apple’s pace of innovation appears to be slowing, leaving an opening for rivals to announce touchscreen phones with 3G and GPS at 3GSM next month.
 
CES 2008 Mobile Devices Wrap-Up
Advisory Report | Mobile Devices  -   [Jan 14, 2008]   While there was no earth-shattering news at CES this year – and all eyes are quickly moving to San Francisco to see what Apple has planned – there was still plenty of mobile device news at the big show in Las Vegas.
 
CES 2008: Motorola Announces Video and Music Phones
Show Update | Mobile Devices  -   [Jan 10, 2008]   Motorola’s new phones launched at CES fill the gaps in its portfolio; however, rivals already have similar, if not better, devices catering to the same target markets. Neither the Z10 nor the ROKR E8 is strong enough to create a new RAZR effect.
 
CES 2008: Sony Ericsson Launches Three New Phones for the U.S.
Show Update | Mobile Devices  -   [Jan 09, 2008]   Sony Ericsson launched three new phones at CES. All should hit the U.S. market with carrier distribution. Two feature new gesture-based interface actions and all should be quite competitive at their price points.
 
CES 2008: Nokia to Create U.S. Version of N95 8GB
Show Update | Mobile Devices  -   [Jan 08, 2008]   Nokia corrects its mistake of keeping the U.S. version of the N95 a version behind its European equivalent and announces the N95 8GB with U.S. 3G frequencies. It’s welcome, but hardly an earth-shattering CES launch.
 
HTC Advantage
Product Intelligence Report | Mobile Devices  -   [Dec 19, 2007]   The HTC Advantage is enormous in every respect: enormously sized, enormously priced, and blessed with an enormous spec list. Unfortunately, without a clear purpose, what could have been a hot halo product is instead an enormous mistake.
 
Nokia World 2007: Nokia “Comes With Music”– Seems Too Good to be True, and for U.S. Customers, It Is
Show Update | Mobile Devices  -   [Dec 04, 2007]   Nokia “Comes With Music” demonstrates just how aggressive Nokia is prepared to be as a hybrid device manufacturer / content services provider. Too bad the devices it is tied to are basically unavailable where most U.S. consumers buy phones.
 
LG’s Venus Doesn’t Live Up to Promise
Product Intelligence Report | Mobile Devices  -   [Nov 30, 2007]   Featurephones have been getting more touch sensitive all the time. First there were touch sensitive media controls, then full touchscreens. Someone at LG thought that it would be neat to split the difference and created the Venus.
 
Verizon Wireless Says BYOD (Bring Your Own Device)
Competitive Intelligence Report | Mobile Devices  -   [Nov 29, 2007]   Verizon Wireless is opening up its network to ‘any device, any app’ in H2 2008. It’s too early to tell whether this will change what mobile devices are available and how they are sold, but even as a public relations move it is rather brilliant.
 
Apple Forced to Offer Unlocked iPhone in Germany
Advisory Report | Mobile Devices  -   [Nov 28, 2007]   The iPhone’s European launch has hit a bit of a snag, as the requirement to offer unlocked versions tests Apple’s ability to define its own business model in heterogeneous European regulatory environments. U.S. implications are minimal.
 
T-Mobile Suspends Sales of Motorola’s Slidekick Slide
Competitive Update | Mobile Devices  -   [Nov 21, 2007]   Deliberately choosing a time to get the least media coverage (Friday night), T-Mobile recalled Motorola’s Sidekick Slide because opening and closing it causes random hard resets. Didn’t Motorola fix its QC problems two years ago? Apparently not.
 
LG Voyager at Verizon Wireless Ready to Take on the iPhone
Competitive Intelligence Report | Mobile Devices  -   [Nov 21, 2007]   The LG Voyager will not dent the iPhone’s sales, but it should sell briskly on its own at Verizon Wireless, and if LG ever concentrates on building one really good product rather than a dozen interesting ones, Apple could be in trouble.
 
$99 Is the New $49 This Holiday Season
Advisory Report | Mobile Devices  -   [Nov 20, 2007]   Around this time each year, we publish a report about holiday pricing trends. This year, a key development is the re- emergence of feature phones selling for $49 to $99 (many of which do not have 3G) that focus on music or messaging.
 
Nokia Adds Innovation, a Huge Price Tag, and Some Bling to 8800 Line
Competitive Intelligence Report | Mobile Devices  -   [Nov 15, 2007]   There is a market for outrageously expensive fashionphones, and Nokia’s 8800 Arte and 8800 Sapphire Arte fit the bill. Perhaps more importantly, both phones show off new usability innovations that should appear at lower price points as well.
 
Google Breathes Life into Android with 34 Partners and a Press Release
Competitive Intelligence Report | Mobile Devices  -   [Nov 06, 2007]   Google’s Android and Open Handset Alliance are generating a lot of noise over a press release in advance of an SDK for an OS that will be used in phones not scheduled to be available until H2 2008; still, it is Google, so some hype is warranted.
 
HTC Shadow Brightens T-Mobile’s Lineup
Competitive Intelligence Report | Mobile Devices  -   [Nov 01, 2007]   With the launch of the Shadow, T-Mobile now has one of the richest lineups of smartphones targeting young adults and prosumers. The $149 Shadow is more sophisticated than a Sidekick and less corporate than a BlackBerry.
 
Pantech duo Brings Dual-slide Smartphone to AT&T
Competitive Intelligence Report | Mobile Devices  -   [Oct 31, 2007]   Pantech’s $199 duo at AT&T should appeal to those who need a Windows Mobile QWERTY device for work, but also want the ability to hold it and dial like a feature phone. However, there is a lot of competition at and around that price point.
 
CTIA Wireless IT and Entertainment 2007: AT&T Doubles Down on Samsung BlackJack II
Show Update | Mobile Devices  -   [Oct 25, 2007]   The original BlackJack was a hit at AT&T despite battery life so poor that two batteries had to be included in the box. For the BlackJack II, Samsung has made improvements to nearly every aspect of the device while actually dropping the price.
 
CTIA Wireless IT and Entertainment 2007: Microsoft Aims Mobile Device Management Server at RIM
Show Update | Mobile Devices  -   [Oct 24, 2007]   Microsoft has long claimed its Windows Mobile/Exchange ActiveSync solution is cheaper than the RIM/BES combination, but is now moving to fill the security and manageability gaps with an extra cost server option of its own.
 
HTC Brings a Touch of, Well, Touch to Sprint
Product Intelligence Report | Mobile Devices  -   [Oct 23, 2007]   Every carrier needs a touchscreen phone as an alternative to the iPhone. Sprint’s version of the Touch is better than the European model and it should sell well, but it still leaves users stuck somewhere between their finger and a stylus.
 
Web 2.0: Nokia N810 Improves Internet Tablet at Great Cost
Show Update | Mobile Devices  -   [Oct 19, 2007]   Nokia has improved the N800 Internet Tablet in almost every way but one – it is smaller, has a slide-out QWERTY keyboard, GPS, more memory, and the software UI has been improved. However, at $479, its value proposition no longer makes sense.
 
Motorola Takes Half the Burden of UIQ from Sony Ericsson
Competitive Intelligence Report | Mobile Devices  -   [Oct 18, 2007]   Motorola bought 50% of UIQ (the other provider besides Nokia of a user interface layer for Symbian), sharing the burden with Sony Ericsson, greatly enhancing UIQ’s ISV prospects, and admitting its Linux/Java OS is not ready for prime time.
 
Symbian Smartphone Show: Nokia Reaches Out and Touches S60
Show Update | Mobile Devices  -   [Oct 18, 2007]   Nokia sure can spread some nifty FUD; at the Symbian Smartphone Show it showed a video of an iPhone-like Nokia phone and promised touch-based API extensions for S60 developers. It may be vaporware, but it could be an effective strategy.
 
The Apple MVNO Experience
Advisory Report | Mobile Devices  -   [Oct 12, 2007]   One company has bucked the MVNO death trend, and is redefining what it means to be a virtual operator: not Virgin Mobile – Apple. With Apple’s European iPhone launches, it is clear that Apple is also an MVNO, and an almost risk-free MVNO at that.
 
Nokia Seeks Treasure in Maps, Offers $8.1 Billion for Navteq
Competitive Intelligence Report | Mobile Devices  -   [Oct 03, 2007]   Nokia has been saying it is moving beyond handsets and into services, and it certainly put its wallet where its mouth is, ponying up $8 billion to buy NAVTEQ’s mapping, traffic, and POI data rather than just licensing it as it did in the past.
 
DigitalLife Expo 2007: Palm's Centro at Sprint Is Its First Truly New Hardware in Years
Show Update | Mobile Devices  -   [Oct 01, 2007]   The Centro is a device Palm should have launched two years ago, but it is coming to Sprint now, and not a moment too soon. It does not solve Palm’s OS problem, but it should help sales and attract new customers to the brand.
 
The iPhone Goes to Europe: Lessons from the U.S. Launch
Advisory Report | Mobile Devices  -   [Sep 25, 2007]   AT&T’s iPhone launch didn’t quite go off without a hitch, but the two companies did sell over 250,000 iPhones over just the first weekend, with a million sold in the first 74 days. Here’s what European operators can learn from AT&T’s experience.
 
AT&T Launches BlackBerry 8820, a WiFi Upgrade to the 8800
Competitive Update | Mobile Devices  -   [Sep 19, 2007]   AT&T’s version of the BlackBerry 8820 adds WiFi to the 8800, but only for data. At $299, it will sell well, but CDMA/EV-DO versions of the 8800 series provide broader wireless broadband coverage and they are less expensive at some carriers.
 
Nokia Advertises Its Intentions to Acquire Enpocket
Competitive Intelligence Report | Mobile Devices  -   [Sep 18, 2007]   Purchasing Enpocket takes Nokia another step away from its core business, and risks alienating carriers and consumers alike. Still, if mobile content is a big part of Nokia’s future, advertising could fund that, and possibly fend off Google, too.
 
Apple Hits One Million iPhone Sales
Competitive Update | Mobile Devices  -   [Sep 11, 2007]   Steve Jobs has another winner on his hands as Apple hit its self-appointed iPhone sales goal a few weeks early, proving that it was close to the million mark before dropping the price. A million $400-$600 phones on just one carrier is impressive.
 
Apple Launches Phone-less iPhone and Drops Price on the Real Thing
Competitive Intelligence Report | Mobile Devices  -   [Sep 07, 2007]   Apple has long commanded the MP3 player market, and the iPhone is off to a fast start. With a phone-less iPhone (the iPod touch) and a $200 price break on the iPhone, Apple is exceptionally well positioned for the holiday sales season.
 
IFA 2007: LG Viewty Points Camera at Nokia, Sony Ericsson, and Apple
Show Update | Mobile Devices  -   [Sep 06, 2007]   LG’s 5.1MP KU990 touch-screen camera phone has everything going for it except the name (hopefully “Viewty” means something intelligible in Korean), providing competition for Nokia’s Nseries, Sony Ericsson’s Cyber-shot line, and Apple’s iPhone.
 
Nokia Go Play: Nokia Promises iPhone-like UI, Launches New Nseries Without It
Show Update | Mobile Devices  -   [Aug 30, 2007]   Nokia is promising to mimic the iPhone’s user interface some time in 2008. In the meantime, the U.S. gets a 3G version of the N95, and everyone else gets an improved N95 and the new N81, a high- end smartphone that does a little of everything.
 
Nokia Go Play: Nokia Unveils New XpressMusic Phones
Show Update | Mobile Devices  -   [Aug 30, 2007]   Unlike Nokia’s Nseries, its XpressMusic brand is not supposed to be revolutionary. However, Nokia just introduced its thinnest and most impressively balanced music phone under that brand.
 
Verizon Wireless Joins with MTV and RealNetworks for… Something
Competitive Intelligence Report | Mobile Devices  -   [Aug 23, 2007]   Verizon Wireless, RealNetworks, and MTV got together to issue a press release. While it is clear URGE is being folded into Rhapsody and some sort of wireless service is under development that could have a major impact, everything else is unclear.
 
Sprint Ahead Technology Summit: Sprint Brands WiMAX: “XOHM” and PTT: “Nextel Direct Connect”
Show Update | Mobile Devices  -   [Aug 17, 2007]   Sprint used a Technology Summit to brand two of its key assets: PTT (now known as “Nextel Direct Connect” regardless of technology), and WiMAX (“XOHM”). Sprint has been under siege lately - can two branding initiatives help? Surprisingly, yes.

 
 


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