Apple drops out of Top 5 in China, Galaxy S III tops iPhone 4S in Q3

The iPhone is the most common smartphone almost everywhere in the world... almost. According to analysts at Canalys, in the third quarter this year Apple dropped out of the Top 5 smartphone makers in the Chinese market.
And it's an important market - according to Canalys again, China became a bigger market than the US earlier this year.
Samsung maintains a tentative lead in China holding 14% of the market, with local maker Lenovo breathing down its neck with 13%.
To rub salt in the wound, Samsung's Galaxy S III took the title of "World's best-selling smartphone in Q3 2012," according to Strategy Analytics. There were 18 million Galaxy S III units sold and "only" 16.2 million iPhone 4S phones. Of course, iPhone 4S sales were down in Q3 because everyone was waiting for the iPhone 5 to launch.
Anyway, back to China. The third place there is surprising - it's held by Yulong, who are not known outside of China, but managed to score partnerships with the country's to major carriers - China Telecom and China Mobile.

Two better known brands round up the Top 5 - ZTE and Huawei. The last three companies have around 10% market share each. Apple is currently sixth with 8% (it had 9% in Q2).
In Q3 this year, there were around 50 million smartphones shipped in China, which is over a third of all smartphones shipped in the whole world for the three month period.
The growth in China comes primarily from cheap models ($70-$120) and the iPhone 4S can't compete with its price of $713 (the iPhone 5 is yet to launch in China, probably in December).

Via gsmarena.com

Microsoft Makes $300M Investment In New Barnes & Noble Subsidiary To Battle With Amazon And Apple In E-books

Barnes & Noble has found a new, major partner in its fight to get an edge over Amazon and Apple in the market for e-books and the devices being used to consume them: it is teaming up with Microsoft in what the two are calling a strategic partnership, name yet to be determined.
It will come in the form of a new subsidiary of B&N that will include all of its Nook business as well as its educational College business. Microsoft is making a $300 million investment in the subsidiary, valuing the company at $1.7 billion in exchange for around 17.6 percent equity in the subsidiary.
The news leaves the door open for B&N to eventually spin these off into a separate business altogether — or even sell them to Microsoft. And it leaves a load of questions about what B&N will do next with the Nook, which is currently built on a forked version of Google’s Android platform.
The new company, referred to for the moment as Newco, will contain B&N’s digital business, as well as its College division. While Microsoft will take 17.6 percent, B&N will own 82.4 percent of the venture.

This is a key way of getting more content on to the Microsoft platform — specifically e-books content to ensure that its Windows 8 tablets will be able to compete not only against the best-selling iPad but also the Kindle Fire from Amazon, along with the rest of the company’s e-readers. The Kindle Fire has stolen a march among Android tablet makers and part of the compelling offer is not only the low price ($199) but also the fact that it contains so much content, including seamless access to all of Amazon’s e-book offerings.
This is also a progression — a very big one — of the funding etudes that Microsoft has been making to developers to make sure they are making apps for the Windows Phone platform, a way of getting more content on its platforms, which, it can be argued, may have come too late to the market. The first product to come out of the door? A Nook application for Windows 8, the companies say.
And given that education has been one of Apple’s bigger pushes this year, and the obvious and close links between education and e-reading, it’s not too surprising to see that B&N has also put its College division into this subsidiary. Microsoft, too, has been courting the education market — making its biggest-ever cloud-services deal in the education sector. Nevertheless they have a long road ahead of them. In January, Apple noted that there were already 20,000 educational apps for iOS and that there were already 1.5 million devices deployed in schools, numbers that will inevitably have grown in the last 4-5 months with the launch of the new iPad and numerous initiatives to spread the tablet in the educational sector.
And there is a legal twist to the deal, too: the two companies say they have definitely sorted out their patent litigation now: “Moving forward, Barnes & Noble and Newco will have a royalty-bearing license under Microsoft’s patents for its NOOK eReader and Tablet products,” the two write in the release below. If Microsoft doesn’t use this as an opportunity of possibly persuading B&N to swap over to Windows 8 for a version of the Nook, it will also give it a very interesting inroad into developing more for Android.
As for B&N and the future of these products… this deal looks like it could potentially pave the way for B&N to spin off this business into its own standalone operation, if not into the waiting arms of Microsoft itself — long speculated to be looking at ways of gaining a stronger foothold in the area of mobile devices to better implement its bigger strategy. The idea of a subsidiary was something that B&N had first floated back in January, when it noted that it was weighing up how best to separate its digital business to “maximize shareholder value.”
There are many more questions — such as what this could mean for the company’s broader strategy for growing the market for the Nook (international being a key push that the company has yet to make, apart from some baby steps); and how well, exactly, those products are doing for the company: IDC puts the Nook’s share of the tablet market at just 3.5 percent.

Via techcrunch.com

Apple seriously considered hardware keyboard for iPhone

Tony Fadell stopped by On The Verge tonight, and during a fun and wide-ranging interview he had an interesting revelation about his time working on the original iPhone: namely, that a hardware keyboard was seriously considered within Apple before the iconic touchscreen-only design was given the green light. He said there were three different versions: an "iPod + Phone," a different iteration that was called the "iPhone," and finally, the device that was ultimately introduced back in January of 2007. As for Fadell's own take on a hardware keyboard? He told the audience tonight that he himself knew the potential of virtual keyboards, and personally wanted to wait to implement one before going with the hardware option. Fadell worked on the iPhone up until the 3GS — and was involved with a whopping 18 generations of the iPod line — before stepping away to start Nest. The guys are still in the studio talking as of this writing, but if you'd like to see the full interview for yourself, it will be available as soon as our crack team of editors paste the pixels together.


Via theverge.com

Samsung Q1 results are out, takes top spot from Nokia

Samsung announced its financial results for the first quarter of this year and the South Korean company is cheering. Analysts like Strategy Analytics say that it is now king of the mobile phone hill - ending Nokia's 14-year reign.
Samsung shipped 93.5 million phones in the three month period, while the former champ Nokia managed just 82.7 million. Of the shipped Samsung phones, 44.5 million were smartphones, which beats Apple's achievement of 35.1 million smartphones. This puts Samsung on top both in terms of both total phones shipped and in the number of smartphones.


Consolidated revenue went up 22% year on year to $39.9 billion, while consolidated net profit reached $4.4 billion.
The chip manufacturing business is down, but demand for DRAM chips and application processors (especially the cool new 32nm ones) is expected to bounce back up in Q2.
The Samsung profit drivers were really IT & Mobile communications business and the display business.
The mobile business is seeing strong demand for smart devices of the Galaxy line (like the Galaxy S II and Galaxy Note), with revenue from the mobile division increasing 86% year-on-year.
Strong demand for high-end TVs (LED and 3D) along with tablet and OLED panels helped push operating profit of Samsung's Consumer Electronics business up a whopping 550% in the quarter (year-on-year) to $9.4 billion.

Via gsmarena.com