JAKARTA (IFT) – Several mobile phone vendors recorded thousands of unit
sales during the Indonesia International Information Communication Expo
and Conference (ICC) on June 8-12, 2011. On the average, they sold one
thousand mobile phone units per day.
The sale of Nexian products achieved more than five thousand units,
according to Yadi Jaya Kusuma, Vice President of Corporate Banking
Retail & Modern Channel of Selular Group. The products consist of
various categories, including touchscreen, qwerty and android. Nexian
also recorded five hundred units of pre-ordered tablet products.
PT TiPhone Mobile, a brand holder of TiPhone, posted one thousand
units per day average sale and 120 units pre-order sale, according to
Handy Situmorang, General Manager of TiPhone Mobile. “For the future,
we expect sales of one thousand units of tablets per month," he said.
Several vendors did not target high sales during the ICC
exhibition. They prefer to introduce the brands and the types of the
cellphone, aiming to form brand awareness and get the market’s interest
and response.
This year, Nexian will focus on Android and touchscreen sales based
on the high public’s zest at the ICC fair, Yadi said. By year-end,
Nexian expects to sell about 30 types of mobile phones.
The company targets to sell 500 thousand cellphones a month. In the
second quarter of 2011, it projects to sell 1.5 million units. The
figure is estimated to surge 15-20 percent year-on-year. About 65
percent of the target will come from low-end mobile phone, 25 percent
from medium segment and 10 percent from Android.
TiPhone, on the other hand, will develop qwerty mobile phone and
offers more variants to the market. “In the second quarter, we expect
25 percent sale growth,” Handy said.
The ICC event was visited by 150 thousand visitors, lower than the
initial estimate of 200 thousand. " The total transaction value of
information technology, telecommunication and gadget products is
forecast to reach Rp 700 billion (US$ 81.9 million)," said Soehoet
Kosasih, Chief Operational Officer of Dyandra Promosindo, the event
organizer. (*)
JAKARTA (IFT) - Selular Group, a mobile phone distributor and owner of
Nexian vendor, targets to build 30 new outlets, called the Selular
Shop, by the end of this year. The addition of these stores will boost
the company's revenue to 30 percent.
Agus Pranata, Chief Commerce and Retail Officer of Selular Group,
said that the company is currently managing about 50 outlets in
Indonesia. The additional outlets are estimated to increase mobile
phones’ retail sales volume to about 30 thousand units per month from
last year’s 25 thousand units.
The company is setting up infrastructures and human resources to
improve the quality of the outlets’ services. It is anticipating the
trend of increasing sales of smartphones and tablet computers by
enhancing marketing education and strategies.
According to Agus, this year's transition from regular mobile
phones to smartphones will increase. Selular Group’s smartphone devices
such as BlackBerry, HTC, Samsung, and Nexian.
" In Selular Group, the BlackBerry still dominates this year’s sales with an estimated 50 to 60 percent," Agus told IFT.
Cellular phone sales from Selular Shops contribute greatly to
revenue with 75 percent. Other contributions come from voucher sales
with 25 percent among others.
Selular Grup is owned by Affinity Group which was bought by Spice
i2i Ltd from Singapore for US$ 175 million in June. Last year, Affinity
Group earned US$ 680 million in revenues with US$ 71.7 million gross
profit.
PT Trikomsel Oke Tbk (TRIO), publicly listed gadget distributor,
recorded 40 percent of additional new stores in the first half. The
company targets to add 150 new stores this year, bringing the total to
900 stores by year-end. As of June, the company has added 60 new
stores. (*)
So I just finished a big tour de Southeast Asia. There is really only one story going on over there – Mobile. Check out this research from BCG (BRICI = Brazil, Russia, India, China, Indonesia):
1.2B new internet users coming from BRICI countries by 2015
Mostly coming from mobile, much of that will be advanced feature phones (not smart phones)
Social in Indonesia & Brazil, Email in India, IM in China (QQ FTW!!!)
That will only result in 20% internet penetration in those countries (i.e. lots more to come!)
All of this is happening here and now. There are huge opportunities
for any mobile startups to break into these countries. Let me give you
a taste of Indonesia.
Two years ago Nokia had 60% of the phone market. A retailer called
Nexian had just started up with the idea of importing and reselling
Chinese manufactured phones and branding them as Nexian phones.
Fast forward to today. Nokia is down to 30% of the market!!! Nexian
is one of the dominant retailers, they just sold to the Spice Mobile
family (large conglomerate in India exploding across Asia, Middle East
and Africa). You can get a stylish QWERTY phone with a big display with
pre-loaded apps including email, Opera Mini, Facebook, Twitter, Mig33,
Nimbuzz IM, private messenger, widgets, news reader, etc, all for <
$40 (in some cases closer to $20). You can also get a Nexian Android
phone for $150-$200.
This Bad Boy = $20
Everybody is ripping off Nexian’s go to market strategy. The telecos
have launched new brands to sell these phones. The retailers have gone
to China, sourced phones and are re-selling them. The Chinese
manufacturers have opened up retail in Indonesia (Huaiwei has their own
stores!). On top of that I counted at least 20 Nexian clones, small
companies with the same strategy as Nexian.
Blueberry Probably Outsells BlackBerry 2:1 In Indonesia
Nexian has countered by offering apps & services on these
$20-$40 phones. People don’t have data plans, so Nexian does
micro-billing via the carriers. 10c/week for Facebook, 5c/day for IM,
$3/month for chat as examples. It works, they make millions a month
from it.
There are roughly 170M phone users in Indonesia.
For Canadian startups, this means that there has never been a better
opportunity to build mobile apps and “go global”. Check out if your app
has a competitor in markets like Indonesia. All these phones in
Indonesia (and China and India) are on a single platform with a single
OS -> MediaTek.
Port your app to MediaTek and go get deals with any of the
manufacturers, the Nexians and their clones, the operators, etc. You
can either try and get a royalty up front with your app pre-installed
on the phone, or you can work out a rev share agreement on the service,
or whatever other monetization scheme you have in mind.
There are plenty of folks who can help you with local business
development. For instance, if you are a mobile app startup and you
think Indonesia looks hot, Andy Zain runs the Indonesian Mobile Monday and Founder’s Institute. He is incredibly well connected in the teleco scene and he has helped startups like mig33 and Payfone
(you are also free to reach out to me for contacts and info as well).
In every country there are guys or companies like him. A bit of
research and networking and you can find them.
Next week I’ll have some more on the start-up scene in Singapore, including some info from the leading startup blog over there (sgentrepreneurs.com).
AT& T has seen its quarterly profits drop by 10.3% to US$3.59 billion as
revenues rose by 2.2 percent to $31.5 billion. The company also saw its
best-ever second-quarter smartphone sales of 5.6 million nearly 70 percent of
total postpaid sales were smartphones.
Compared with results for the second quarter of 2010, AT& T's operating
income margin was 19.6 percent, compared to 19.7 percent and operating expenses
were $25.3 billion versus $24.7 billion operating income was $6.2 billion, up
from $6.1 billion.
Total wireless subscribers up 1.1 million to reach 98.6 million subscribers
in service, with gains in every customer category including 331,000 postpaid net
adds. Total churn was 1.43 percent versus 1.29 percent in the second quarter of
2010.
iPhone activations remain strong at 3.6 million, with 24 percent of
subscribers new to AT& T iPhone subscriber churn down slightly sequentially.
Sales of Android and other smartphones doubled year over year more than 40
percent of smartphone sales in the quarter.
Postpaid subscriber ARPU (average monthly revenues per subscriber) up 2.0
percent to $63.87, the tenth consecutive quarter with a year-over-year increase.
" We delivered another strong quarter capping a solid first half of the
year," said Randall Stephenson, AT& T chairman and chief executive
officer. " Mobile broadband growth continues to be robust, and we are seeing
encouraging signs in wireline revenues. This adds to our confidence as we look
ahead."
" Mobile broadband with IP infrastructure and cloud services are
transforming our industry and are creating unprecedented opportunity. AT& T
is strongly positioned to lead in this new era," Stephenson added.
Led by increased wireless demand, AT& T now expects capital expenditures
in the $20 billion range for full-year 2011. Previously, the company expected
capital expenditures in the low-to-mid $19 billion range.
Nokia
today posted a better-than-expected second quarter loss, which may help
its investors remain positive about the company's rebounding efforts as
it works toward implementing the Microsoft Windows OS on its new
smartphones.
The Finnish mobile phone maker
reported a $520 million April-June loss, its first since 2009,
reflecting its declining handset sales. Nokia sold 20 percent fewer
cell phones compared to a year ago, missing most analysts' estimates.
Nokia
is losing ground in the smartphone market as it gears up for its
strategic partnership with Microsoft, announced earlier this year, to
bear fruit. The Finnish handset-maker plans to launch its new Windows
smartphones later this year, hitting the market in early 2012. But
until the first Nokia Windows Phone handsets hit the market,
anticipated for later this year, it must bear through a rocky
transition as it strives to maintain some kind of market presence.
It released the Nokia N9
in June, which received good reviews. It may not appeal to customers,
however, since it runs Nokia's MeeGo system, which does not have as
many apps available as iOS or Android. MeeGo will also be deemphasized
once Nokia fully shifts to Windows Phone, though the company will
continue selling feature phones with upgraded Symbian software through
2016.
Nokia, once the largest mobile phone maker in the world,
now trails behind Apple in revenue, whose profits more than doubled to
$7.31 billion in the second quarter. Ironically, Apple's success helped
Nokia in the second quarter, since the company has been paying
royalties to Nokia as a result of its patent lawsuit settlement.
By
keeping the phones with Symbian software on the market, Nokia may tap
into emerging markets looking for cheaper handsets as a way to weather
the transition into Windows-based smartphones. Nokia CEO Stephen Elop
has set a target for selling 150 million more Symbian handsets, but has
not set a deadline for those sales.
Nokia still needs to develop
a smartphone that can truly compete with Apple and Android-powered
devices to remain a viable part of the market, however. The N9's good
reviews may hold a ray of hope, showing that the company can still
engineer impressive hardware, but it will have to develop a compelling
software component to complement it. If Nokia's upcoming Windows phones
offer capabilities not seen on Apple and Android models, the Finnish
company may regain its share of the international mobile phone market.
Time
is of the essence for Nokia, however. Nokia's delay in smartphone
development is still bleeding dollars, and with Apple's planned release
the iPhone 5 later this year, and other mobile phone makers releasing
new smartphones all the time, customers may not want to wait for Nokia
to make its move.
Smartphone Shipments to Reach One Billion Annually by 2016 Posted: 20-Jul-2011 [Source: Juniper Research]
[Juniper Research reports smartphones with a price point of $150 or lower will make up one-third of shipments in five years.]
Hampshire, UK -- A
new report published by analyst firm Juniper Research forecasts that
the number of global smartphone shipments will reach one billion per
annum in 2016, up from 302 million in 2010.
Smartphones --
traditionally high-end handsets -- will make-up the majority of
shipments in five years' time, as this type of device becomes available
at lower price points. Competition amongst vendors offering premium
smartphones is intense, and so Juniper believes the best opportunity
for new players is through economy models (those with an unsubsidised
retail value of $150 or less).
Report author Daniel Ashdown
explains: " in developed markets, many consumers will want to upgrade
from a feature phone to a smartphone, but still pay a feature phone
price. In emerging markets though, lower average consumer spending
power and lack of operator subsidies will make a low price point
essential." Juniper predicts that open-source operating systems --
predominantly Android -- combined with the falling cost of key
components will make this possible.
However, the market for standard smartphones ($151-$399) and premium smartphones ($400 and above) will remain robust:
* New technologies are arriving on these devices -- including NFC, 3D and Biometrics
* Features of other devices continue to be integrated into smartphones, including gamepads and,
* Smartphones are reaching the market which can morph into other devices -- notably tablets and netbooks.
The
report provides substantial primary research on smartphone hardware
specifications and analysis of recent trends and developments. Other
primary research examines smartphone plans and handset subsidies, and
the impact on subscriber retention costs for operators.
A
whitepaper The Smartphone Opportunity and further details of the study,
'Smartphone Evolution Strategies: Premium, Standard and Economy Markets
2011-2016' are available at www.juniperresearch.com. Alternatively,
please contact John Levett at john.levett@juniperresearch.com,
telephone +44(0)1256 830001.
Apple Profit Top Estimates on Record Sales of IPhone, IPad
Kevin Lee/Bloomberg
Customers wait to buy Apple Inc. iPad 2s in Shanghai, China, on Friday, May 6, 2011.
Customers wait to buy Apple Inc. iPad 2s in Shanghai, China, on Friday, May 6, 2011. Photographer: Kevin Lee/Bloomberg
Apple Profit Seen Rising on Record IPad Sales
Apple Profit Seen Rising as IPad Buying Makes Up for IPhone
SeongJoon Cho/Bloomberg
A shopper tries out the Apple Inc. iPad 2 tablet computer at KT Corp.'s Gwanghwamun retail store, in Seoul, South Korea.
A
shopper tries out the Apple Inc. iPad 2 tablet computer at KT Corp.'s
Gwanghwamun retail store, in Seoul, South Korea. Photographer:
SeongJoon Cho/Bloomberg
Apple Inc. (AAPL), the biggest technology
company by market value, reported third-quarter profit that
topped estimates, lifted by record sales of iPhones and iPad
tablets. The stock jumped to an all-time high in late trading.
Net income in the period more than doubled to $7.31
billion, or $7.79 a share, from $3.25 billion, or $3.51, a year
earlier, Apple said today in a statement. Sales climbed 82
percent to $28.6 billion. Analysts had predicted profit of $5.87
a share and revenue of $25 billion, according to Bloomberg data.
The report eased investors’ concerns that sales would
suffer from the lack of a new iPhone -- Apple’s best-selling
product -- which isn’t expected until September. The Cupertino,
California-based company also has been operating without the
day-to-day attention of Chief Executive Officer Steve Jobs, who
has been on medical leave since January.
“Apple is a juggernaut and they prove it every quarter,”
said Mike Binger, an Apple investor at Thrivent Asset Management
in Appleton, Wisconsin, which has about $70 billion under
management.
Apple shares jumped as much as 7.5 percent to $405 in
extended trading after the results were posted. The stock, up 17
percent this year, had closed at a record $376.85 in regular
Nasdaq Stock Market trading.
IPhone Orders
Apple’s expansion into China and other fast-growing
economies helped make up for slower growth in the U.S. Apple
sold 20.3 million iPhones and 9.3 million iPads in the third
quarter, which ended June 25. Mac computer sales were 3.95
million, short of a record. The iPad -- a product that’s less
than two years old -- is now Apple’s second-biggest source of
revenue, after the iPhone.
The company said profit in the fourth quarter would be
about $5.50 a share on sales of $25 billion. Analysts on average
predict $6.41 a share on sales of $27.7 billion.
Apple typically gives a lowball forecast, making it less
relevant to investors, said Thrivent’s Binger.
“The forecast is meaningless,” he said.
Gross profit margin, the percentage of sales left after
deducting production costs, was 41.7 percent last quarter,
compared with 39.1 percent a year earlier, Apple said.
“We’re thrilled to deliver our best quarter ever, with
revenue up 82 percent and profits up 125 percent,” Jobs said in
the statement. With the CEO and company co-founder on medical
leave, Chief Operating Officer Tim Cook is handling day-to-day
leadership.
Next CEO?
Since Jobs went on leave, some members of Apple’s board
have discussed CEO succession with executive recruiters, the
Wall Street Journal reported earlier today, citing unnamed
people familiar with the matter. The talks included at least one
head of a high-profile technology company, the Journal said.
The health of Jobs, who has struggled with a rare form of
cancer, is the only major concern for Apple, said Erick Maronak,
chief investment officer of Victory Capital Management Inc. in
New York, which has about $2.5 billion under management.
“In the end it’s really all going to circle back to Jobs
-- his health, his role,” Maronak said. Apple is his firm’s
largest holding, accounting for about 5 percent, he said.
Jobs's health wasn't discussed on Apple's conference call
today, and no analysts inquired about it.
Apple’s Chinese sales reached $3.8 billion, up almost
sixfold from a year earlier. The company plans to open 30 stores
in the September period, including in Hong Kong, broadening a
retail chain that generated $3.5 billion in sales last quarter.
“China was very key to our results,” Cook said on a
conference call. “We’re just scratching the surface. There is an
incredible opportunity for Apple there.”
Topping Projections
Apple typically reports results that exceed analysts’
estimates. The company had previously beaten the average earning
projection for at least 29 straight quarters, according to data
compiled by Bloomberg.
“The biggest question with Apple is: Is this story
sustainable?” said Shaw Wu, an analyst with Sterne Agee & Leach
Inc. in San Francisco. “Obviously, it is.”
In the third quarter, Apple also sold 7.54 million iPod
media players, compared with the 8.5 million predicted by
analysts. That product is the oldest of Apple’s main mobile
devices, and it faces cannibalization from the iPhone and iPad,
which also can play music.
It was the first time since 2008 that the third-quarter
results didn’t include the release of a new iPhone. The new
model slated for September has a faster chip for processing data
and an 8-megapixel camera, two people familiar with the matter
said last month.
The company also is preparing to introduce a new Mac
operating system, called OS X Lion, and the iCloud service,
which let users store, synchronize and access content such as
music, pictures and documents across different Apple devices.
“We are extremely pleased with the momentum of our
business,” Peter Oppenheimer, the company’s chief financial
officer, said on the call.
During Q2 2011, over 2 billion ad impressions
were served on Apple devices in Europe, propelling Apple past Nokia for
the first time, according to figures compiled by InMobi. Over the same
period, Nokia devices dropped by 0.9 share points and now represent
18.7% of ads in the region. One of every five ads across Europe is now
on Apple manufactured devices.
As a result of Apple's iOS
popularity, Android's operating system has lost 5.0 share points
against iOS's gain of 3.3 over the past quarter. RIM, whilst ranked
third in terms of operating systems, saw the highest gain during this
period, gaining 6.1 share points. Despite this though, Android remains
the top mobile platform by ad requests with nearly 25% of all requests.
Rob Jonas, VP and MD Europe and Middle East at InMobi, comments: " The Q2 2011 results show another major inflection point for Mobile Advertising
in Europe. Smart devices, driven by iPad, iPhone, and Android devices,
are now defining the mobile experience for the majority of Europeans.
The next phase of mobile advertising is upon us. It is now up to brands
and agencies to capitalise with immersive, creative experiences
delivered at scale for consumers."
Total
mobile advertising impressions on the InMobi network in Europe grew by
21 percent in Q2, primarily driven by smartphone impressions, which
grew by 31%. Three out of every five mobile impressions in Europe are
now on a smart device. Among European nations, United Kingdom and Spain
showed the fastest growth in Q2.
Mobile devices are gaining popularity very rapidly worldwide. An online
survey by IDG Global Solutions (IGS) identified differences in favored
smartphone brands and usage by region, but it is clear that the traditional
cellphone is fading fast.
More than two-thirds of the
nearly 13,700 online respondents to a 16-country survey said they use a
smartphone for personal (73%) or business (69%) purposes. Apple,
Blackberry, Nokia, and Sony Ericsson dominate the market depending on
the country. In business and personal use, Nokia and Apple lead the way
in Europe. In the US, Apple (29%) and Blackberry (26%) are very
competitive for business users whereas Samsung (15%) is second to Apple
(33%) for personal use.
Smartphone Use
Smartphone owners show a new behavior: 70% browse the Internet regularly and
use mobile applications. These devices are no longer limited to calls, email,
and text messages as people go online from home, on the move, and in the office.
When surfing the web on smartphones, respondents indicated that general and IT
news are most popular, followed by social networking access.
GPS navigation topped instant messaging as an application. Most countries'
GPS usage surpassed 50% led by Finland (77%), Sweden (75%), Denmark (88%),
Brazil (68%), Australia (66%), Germany (57%), Spain (56%), US (54%), and UK
(41%). Instant messaging use reached 68% in Brazil, China (67%), and Mexico
(64%). Behind Canada's 46% are Italy, Spain, Netherlands, and Sweden at
between 43%-to-48% and the US (40%), France (38%), Germany (34%), and UK (26%).
Geolocation use for vouchers, deals, and offers is not a major factor in most
geographies: China (42%), Brazil (31%), Italy (30%), and US (29%).
App Downloads
According to the IGS survey, app vendors are in good position. A large
majority of respondents said they download apps to their phones and also pay for
apps. Two-thirds regularly use between one to seven apps with the most popular
being general news, social media, gaming, and IT news.
Tablets Taking Off
Twenty percent of all respondents own a tablet. Tablet growth is set to take
off over the next 12 months as 67% are planning to buy one. Apple owns this
category in all countries with 80% market share, followed by Samsung Galaxy at
9% worldwide. The IGS survey revealed that half of all tablet owners use it for
work.
The most popular uses are web browsing (93%), email (84%), mobile apps (72%),
watching videos (69%), and reading publications (66%).
Sixty-seven percent of all tablet owners share it with colleagues or family,
spreading the tablet experience to much more than the 20% ownership figure.
Data Commentary
IDC reported last month that the worldwide smartphone market is expected to
grow by 55% this year compared with 2010. Vendors are projected to ship 472
million phones in 2011. IDC, an IDG subsidiary, predicts the Android operating
system will own 40% of the market in the second half of this year, posing a
serious threat to Apple, Nokia, and Blackberry.
" The dramatic growth in smartphone and tablet use is exciting news for
media companies as their audiences can browse the Internet and engage with
brands 24/7," said Christina Carstensen, director, Mobile Strategy, IGS in
London. " The new technologies have changed user behavior and expectations. Our
survey shows that tablets are an unstoppable trend this year with two-thirds of
consumers planning to buy a tablet in the coming months."
" Tech marketers are recognizing the value of mobile advertising as the
device market heats up," said Matthew Yorke, president, IGS. " I expect
spending on mobile to rise sharply in the coming year much like what happened
with social media marketing over the past two years."
Methodology
Almost 13,700 people from 16 countries completed surveys last February and
March that were promoted across IDG media brands including Computerworld,
PCWorld, Network World, CIO and Macworld.
I always attended Spice i2i 's AGM and EGM without fail, but will not be able to make it for this coming AGM/EGM, because I will be away for a business trip to China and HK from 23/07 to 30/07.
I hope some friends here can help to update the minutes/subjects discusse in the coming AGM/EGM .
Post Reply
261-280 of 440
