Carolina Milanesi
Carolina Milanesi
based data drop eight expect five months previous quarter region similar trend
Based on preliminary data for the first two months we expect to see a similar trend as in the first quarter of 2005 with a drop over the previous quarter in the region of five to eight percent.
acquired america continued drive emerging europe grew growth joined markets mature mobile networks north regions sales users western year
Year on year sales grew in all regions as replacement sales in mature markets such as Western Europe and North America continued to drive growth while users in emerging markets joined mobile networks and acquired their first mobile device.
apart compared decline demand growth japan quarter recorded regions saw second small
All the regions recorded growth this quarter, apart from Japan that saw a small decline in demand compared to the second quarter in 2004.
exit faced market option partner
We will see more of the same in 2006...smaller vendors will be faced with an option to exit the market or partner with someone.
needs share
Samsung needs to do something because its share is not growing.
cake people piece understand
People will understand that getting a piece of the cake is better than not getting any cake at all.
basic emerging gonna markets mixture phones products shift sold
It's the mixture of products with more basic phones being sold in emerging markets and that's gonna shift your ASP.
america consumers device instant japan looking market north phones powerful proven replace
Nokia has proven that there is a sizeable market of consumers in Europe, North America and Japan who are looking to replace their phones with a more powerful device that can do instant messaging, photography, music.
across coming couple report weeks
We have a report on this coming out in a couple of weeks and it's pretty much the same thing across the world.
america expect growth high latin single year
We expect year over year growth in Latin America in 2006 to be in the high single digits.
although margins market pressure putting share
Although their market share is going up, this is putting pressure on their margins and profits,
beyond emerging growth seeing
A lot of the growth we're seeing in 2006 and beyond will come from emerging markets.
continue europe expensive features north phones sell western
They need to find new applications and features that will continue to sell their more expensive phones in Western Europe and North America.
carefully competition continues cut depends design drive economies high low niche pressure price survival technology
As competition continues to drive price pressure at the low end and a design and technology 'arms race' at the high end, the survival of the fittest depends more and more on economies of scales, or very carefully cut out niche markets.