Smartphones Rising: 10 Things You Should Know About This Segment

Executive Summary

Methodology

Overview

Smartphone Category Is Evolving

1. End-Users: Mild Interest Now, But Growth Opportunities Abound

Low Penetration Today

PIM/PDA Functionality Ranks High

Microsoft OS Has Traction

Palm OS Has Some Traction, Too

BlackBerry OS Struggles

PDA Usage: Likely Smartphone Buyers

PDA Users: Internet Access, E-Mail Lead

SMS Leads Cell Phone Data Services

Sprint Respondents Are Smartphone-Ready

Strong Interest in Wireless E-Mail

T-Mobile Users Go For PIM/PDA Functionality

2. Shipment Volumes Are Rising

3. Prices Are Falling

4. Where Smartphones Are Hot

5. Smartphone OS Market Shares

6. Why Symbian Leads Now

7. Why RIM Is Gaining

8. Why Microsoft's Strategy Is OK

9. Segmentation: Pros/Consumers

10. When is The Breakout Period?

Smartphone Models

Summary

Vendor Profiles

Danger/Sharp

Microsoft

Nokia

palmOne

Research in Motion (RIM)

Sendo

Symbian

List of Tables

Table 1. Worldwide Smartphone Shipment Forecast by Air Link (Units in Thousands)

Table 2. Worldwide Smartphone Shipment Forecast by OS (Units in Thousands)

Table 3. Historical Smartphone Average Retail Prices

Table 4. Forecast for Average Manufacturer Prices (AMR) for Smartphones

Table 5. Average Manufacturer Revenue by OS

Table 6. Smartphone Shipment Forecast by Region (Units in Thousands)

Table 7. Smartphone Market Share Forecast (Units in Thousands)

List of Figures

Figure 1. Worldwide Smartphone Shipment Forecast, 2004-2009 (Units in Thousands)

Figure 2. Smartphone Penetration Was Just 9% Among Respondents

Figure 3. PIM/PDA Functionality, a Smartphone Basic Feature, Received a Relatively High Ranking; Viewing Office Documents Ranked Somewhat Lower

Figure 4. Nearly One Third of Respondents (31.6%) Were Very or Extremely Interested in a Phone With a Microsoft-Based OS

Figure 5. Slightly More Than One in Four Respondents (25.8%) Were Either Extremely or Very Interested in a Phone with a Palm-based OS

Figure 6. Just Over 14% of Respondents Were Either Extremely or Very Interested in A Phone with a BlackBerry-based OS

Figure 7. Nearly Half of the Respondents (49.4%) Used a PDA for Business Purposes, While a Small Group (16.5%) Had a PDA With Wireless Capabilities

Figure 8. Accessing the Internet Was the Leading Wireless Data Service Among Respondents Who Use a Wireless PDA

Figure 9. Text Messaging Was the Leading Wireless Data Service That Respondents Use on Their Cell Phones

Figure 10. Sprint PCS Respondents Had the Greatest Willingness to Spend More for a Smartphone or PIM/PDA Functionality

Figure 11. T-Mobile and Nextel Respondents Showed the Greatest Interest in Wireless E-Mail

Figure 12. T-Mobile Respondents Showed the Greatest Interest in Purchasing PIM/PDA Functionality

Figure 13. palmOne's Popular Treo 600

Figure 14. RIM's BlackBerry 7750 for CDMA2000 1X Networks

Figure 15. Motorola's Successful MPx200 (left) and the MPx, Due to Ship Later This Year

Figure 16. Sony Ericsson's P900 (left), and P910, Due Out Later in the Year

Figure 17. HP's iPAQ h6300 Pocket PC, Due Out This Month

Figure 18. Orange's SPV C500, Reportedly the World's Smallest Smartphone

Figure 19. Nokia's N-Gage QD and 9500

Figure 20. Fujitsu's Coming FOMA F900iT for NTT DoCoMo