Nokia said 4000 jobs again

Nokia (the Po) company has announced a planned layoffs, involved in Hungary, Mexico and Finland's approximately 4000 employees.

Nokia said that as the company trying to reduce production cost of smart cellphones, will continue to cut 4000 manufacturing jobs, or 7% of the global worker. Nokia's the job cuts will take place in its located in Hungary, Mexico and Finland three manufacturing factories, including Hungary factory plan cuts at least 2300 workers, Mexico cuts 700-1000 people factory, and cuts 1000-1700 in Finland. Nokia says, will in the future of the smart cellphone, moved to the assembly from its accessories manufacturers more recent Asia, to speed up the time to market their products.

In recent years, many offering out of the job cuts nokia flag, to realize its system turns and lower cost. However, reporters from nokia China company understands, because China as its research and development and production center position to strengthen, so nokia of job cuts over to China tide did not.

MOTOROLA patent or be Android mobile camp enterprise "alike"

The U.S. justice department in the next week the earliest approved Google (the Po) $12.5 billion acquisition of MOTOROLA (the Po) mobile deals. When Google will have strong a patent technology of library weapons, to deal with and Microsoft (the Po) and apple patent wars between smartphone cellphone.

Not only is the United States, the European Union commission will also most late next week a deciding whether to approve the deal. And antitrust investigation department is most concerned about Google can be fair to MOTOROLA rivals MOTOROLA mobile core patent license.

And of course a patent case wait for the U.S. justice department deal approved, apple, Microsoft, the consortium $4.5 billion acquisition of a bankrupt nortel networks of thousands of patents. The deal also may cause benefit to Google Android camp of enterprise of unfair competition.

"Google get MOTOROLA patent should be substantially reduce after Android camp by enterprise patent litigation." Telecom enterprise analysts WangYuQuan (the Po) told the first financial daily (the Po) "reporter, Google will be fair to the patent license.

"For Android camp for the enterprise internal also need not worry, because Google won't special treatment to MOTOROLA, after his hard construction provides mobile destroyed." Analysts HongBo told the reporter, "according to international practice, the U.S. justice department may in the Android operating system and the cell phone maker MOTOROLA draw a firewall between, Google can't give special request the treatment."

If Google would like to purchase to MOTOROLA's mobile tens of thousands of patent to Android camp fair and reasonable use of, Google faction smartphone enterprise will breathe a sigh of relief. Because in the smart cellphone market, money is apple make go. Market research company Asymco data showed that, in the fourth quarter of last year $15 billion profit in the global handset market, apple is occupied 75%, but the season in global mobile phone market share for only about 9%. Samsung (the Po) profits account for 16% of the mobile phone industry, followed is RIM, HTC (the Po), nokia (the Po).

Besides making money is not easy, in Google acquisition MOTOROLA mobile before, Android camp of samsung and HTC apple and Microsoft were also intensive "exploiting", and basically every sell a cell phone, the two companies will pay 5 to 15 dollars patent costs, and in part by area still can halt sales of punishment.

But Android camp is organized counterattack. Late last year, the German local court said, apple infringed MOTOROLA two patents. MOTOROLA recently has asked for apple in each of the last year sold a iPhone and iPad, paid to the 2.25% of the selling price is equivalent to the patent fees. This may be a up to billions of dollars in costs.

For the trading and frequent patent patent litigation, analysts LiuXingLiang (the Po) think, like nuclear threat, the overseas enterprise focus of the accumulation of patent technology, all have a patent, would not have threatened a lawsuit each other, is now actively smartphone market into the Chinese mobile phone of enterprise need careful layout, choose a camp, "don't repeat the mistakes before the patent, profits are DVD made patent fees, has destroyed the industry."

"Since we last August with MOTOROLA mobile reached an agreement for the acquisition, there have been questioned whether we can continue to voice in a fair, reasonable, under the principle of not discrimination, MOTOROLA mobile patent license." Google spokesman nicky · fenway g answer when the questions also hope to appease media Android camp and the concerns of the enterprise the justice department, "the answer is simple: Google will do so."

Smart phones on the market gradually cooled down to crack up profits dilemma

Always be sing good smart cellphone market, recently came a few not quite "harmony" voice. The overall market high growth, but manufacturers are many difficulties; Nokia (the Po) $40 function mobile phone but profits peso love is priced at $200 smart phone also andros high; Related survey research shows that, in the American all smart phones holder, 68% of people a week open only five or less application time, 70% of the holder is don't use any application. Incremental don't 'income, the profit function by mobile phone, application software for users to favor...... Smartphone development encounter obstacles and gradually cooled down the argument.

Intelligent mobile phone manufacturer commit more losses

The PinChu new product, the growing rate, the fierce competition, will each big intelligent mobile phone manufacturer enthusiasm reveal incisively and vividly. However, enthusiasm might ignite smartphone market development of the fire, they cannot ensure participants can smooth the nuggets. In fact, each big mobile phone manufacturer issued Q4 is prevented earnings, on the show, the opposite situation, in addition to apple, samsung (the Po) besides, the performance of the other manufacturers are not very well.

The worst without a nokia. Nokia's fourth quarter earnings last year showed that the mobile phone giant last year four quarter net loss for 1.07 billion euros, and this is the company for a third consecutive quarterly net loss appeared. The report shows that last year in the fourth quarter net revenue realized the nokia 10 billion euros, a 21% decline from a; Quarterly net loss of 1.07 billion euros. At the same time, compared with the same period last year, nokia smartphone sales fell 31%.

MOTOROLA (the Po) her Google (the Po) also failed to revive fortunes around. Results showed that MOTOROLA mobile 2011 fourth quarter net income of $3.436 billion, slightly higher than the same period last year of $3.425 billion; A net loss of $80 million, the whole loss per share $0.27. Opinion, Google and failed to make the marriage smart phone market veteran changed forever.

LG for five consecutive quarterly loss. Results showed that LG electronics fifth consecutive quarter of mobile phone department experiencing losses, shock market competition leads to LG stocks tumbled, forcing its business restructuring. It is reported, current market value of the LG only $7.5 billion, almost rival HTC (the Po) and a third of the nokia, continuously the loss of the mobile phone sector has become damage the main factors of LG shareholders' interests.

SONY Ericsson performance sucked. Is SONY takeover of the SONY Ericsson mobile phone brand last quarter's performance also let people sigh. Results showed that SONY Ericsson pre-tax loss of 247 million euros ($316.57 million), the company annual loss of 243 million euros.

Recently a bit sad HTC. More than several manufacturers, the day of the HTC is more tough, but recently the smart phone market growth also a little headache. Results showed that HTC in the last quarter of 2011 year-on-year revenue dropped 2.5% to nt $101.4 billion, lower than economists' expectations of nt $103.3 billion. And according to bloomberg calculation, in the fourth quarter of HTC operating margin fell 12.8%, the lowest level for three years.

Intelligent market cooled down gradually popular said

With one is pale and to report card, not just in the industry to each big manufacturers of fate tabloid, and people to the smartphone market overall development prospects have confidence at a discount.

The overall market development of slowing down. Analysts believe that the current global smartphone in the permeability of close to 30%, smartphone future will still high growth, but up growth slowed in the will. However, high cost performance ZhongDiDuan of smart phones will be rapid popularization, continue to drive the whole cell phone maintain growth situation. IPhone, and samsung mobile phone high-grade renewal speed, the mobile phone boom will continue to change planes. Expect 2012 global mobile phone shipments year-on-year growth of 7%. Although the overall market is still growing, but smart phone, the pace of development have already started to slow down.

The embarrassment of application market. American independent Research organization the Pew Research Center and American Life Project "the survey found 68% of intelligent cellphone users each week at least will open a number of APP, actually all in five the following; 17% of users don't APP completely; At the same time, they estimate that 42% of American adults have mobile phones including APP. APP download number has always been people judge smartphone application software market development vane, and giant download also just is people watch that a market development prospects of the key reason. However, it seems to just people's wishful thinking. Analysts point out, a APP be downloaded later, as long as there is 30% of the users left it on the phone, that even a paste. An estimated 80-90% of the APP eventually be cut, so can't download number as a judge APP was popular index.

Profit loss function machine? Analysis says, nokia $40 price the function of the cell phone profit pesos love $200 Android smart phones is still high. With nokia, for example, last year in the fourth quarter, the great irony is that nokia mobile phone business department function revenues increased by 5% month-on-month, annualised revenue decline is only 1%. Function mobile phone market is shrinking, but not yet in the smart phone market as the that without a angry. In the smart phone replace function of the cell phone calls to the rise in the market, the result is an irony meaning.

The future profit model still needs to explore

Manufacturers disastrous of earnings, and the overall development of the slow speed, the increasing homogeneity hardware, software users an unappreciative, profit even but against the function mobile phone, some problem with the smart phone market torture. In addition to scale, intelligent mobile phone market development need some more???????

The data shows, the apple iPhone market share in the fourth quarter of 2011 from 2010 in the second quarter to 3%, apple's mobile phone market share of profits increased from 39% to 75%. Smart phone market growing polarization between the rich and the phenomenon, to bring people deep thinking. In the past the first peatlands after stage, each big intelligent mobile phone manufacturers more should face is the research of profit-making mode, and should not only is blindly take machine in the red sea and Shouting to make tactical development strategy.

Similar big screen, similar menu, similar operation mode, similar software, intelligent mobile phone market development has entered the homogeneity of the dead end in consumer gradually toward the final aesthetic fatigue, manufacturers are really the to take some action.

About profit, users pay for the cultivation of the habit is also a problem. The cost of the restrictions, hardware earnings change space is not too big, but the software is fully can explore. Market research company IHS Screen Digest report released on Sunday in 2011, said the global smartphone users download in the application of 96% for the free application. IHS Screen Digest in the report says, although some application for the current through the advertising revenue, but free game has started to "free value-added" model transformation, in order to get new revenue, including the application built-in business model. But it is undeniable that will let users willing dig down, high quality products and services is essential.

Increased shipments and application download data contrast poor market profits, intelligent cellphone market may really slow down the steps of the great leap forward, uniting the internal strength more solid some.

Unicom users increased by 200% to 2012 mobile phone users for the stock could upgrade

Unicom all the news recently to its market also constantly development prospects add many imagine space: the industry rumours unicom brewing institutional reform, part of the province the following the vertical management; A source said, China unicom (the Po) published this week by 5 billion yuan RMB super of short-term financing bonds, the period 180 days; And China unicom announced last week in a sudden, will be in unicom business hall and online mall to sell the original price simulates version of the iPhone 4 S, quickly caused many "pink" attention.

There are institutions bold prediction, in 2012 years of 3 G unicom user development growth will reach 200%, unconventional can continue in the rapid development of China unicom situation? Work of telecom research institute researchers DingDaoQin letter to reservations about this prediction, and told reporters in some big operators to competition for the iPhone, the iPhone amplification of domestic telecommunication market competition pattern of the impact, specific effect remains to be seen; And China telecom (the Po) group guangzhou institute researchers HanHaiChao also told reporters, 2012 unicom to increased 200% year-on-year to huge difficulty, to the prediction questioned the data, also said the telecom version of the iPhone 4 S listed or a significant impact on the market of China unicom.

IPhone "made" a significant impact on

The Shanghai securities news pointed out, cause the from all walks of life of hot debate telecom version of the iPhone 4 S, once to unicom version of the iPhone 4 S formed a powerful impact. But, after the Chinese Spring Festival, the impact seems to be reduced. The industry says the telecom version of the iPhone 4 S rolled out, the effect is limited to unicom, but also have the media says with iPhone will be made to affect China unicom.

At present, China unicom is China's third big operators, with about 15 million high-end customers, China telecom is the second major operators, high-end users basic and close to the. Therefore, to users of the iPhone by high-end strong attraction, the two big operators of direct battle will be inevitable.

For this problem, HanHaiChao said, in this year is expected to telecom 2-3 months push the iPhone 4 S, there are research data shows, if telecom and unicom together push iPhone 4 S words, 38% of the users are willing to buy telecom, 17% are willing to buy unicom. At present, in the 3 G users in China unicom the mobile user for the permeability of 20%, and in the telecom accounted for 30%. Visible, 3 G users permeability aspects of telecom obvious dominant, so to 3 G iPhone user influence or will play a bigger role, and in telecommunications iPhone 4 S launch opportunity is exactly the original iPhone users many unicom packages expire, visible effect will not small. If have forecast before single unicom push it, that can pull different nets users of about 3.5 million or so, if telecom and unicom push it, that can pull different nets user opportunity of about 10 million or so, but the specific development remains to be seen.

As for the media take out Morgan Stanley report said, "iPhone5 is expected in the third quarter of this year, iPhone5 using qualcomm launched launched TDD-LTE and FDD-LTE dual mode chip", and we concluded that the "China mobile (the Po) cast in the dragon to join iPhone5 war is not impossible". For this news, HanHaiChao objections, on the one hand, consider technology maturity to commercial time window problem; On the other hand, combining the strengths of the negotiation compromise problems, therefore, is expected to move in this year is unlikely to join the battle, mobile barrage of out this co-operation news can be associated with stable customer, strives for the active market behavior.

"Year-on-year growth of 200% forecast" not by the spectrum

From January 2009 domestic release since the 3 G licences, the first two years of development time 3 G users reached 47 million or so, and a full year 2011 is added 80.46 million subscribers, when growth of more than 200%. Among them with 2011 in unicom 3 G development scores the most gratifying.

Oriental securities research report published think, one thousand yuan in unicom smart phone drive, the 2012 is expected to unicom new 3 G is expected to reach 50 million subscribers, up nearly 200% growth. The Great Wall securities institute points out, China unicom in high investment and 3 G brand establishment of the later period, 3 G users scale growth will bring growth performance of high elasticity. In 2011, the net users into incremental business income 25 million for $23 billion, is expected to net 2012 3 G users will reach 40 million-45 million, and 35 billion yuan-bring incremental revenue of 40 billion yuan, can fully digest depreciation and the rising cost of its earnings reversal.

For the development of capital market is consistent JiaoHaoSheng of China unicom, HanHaiChao points out, the relevant agency forecast data on the high side, although in unicom inevitable will remain 2011 years of growth, but to "close to 200% year-on-year growth" estimate says remains to be seen, because brokers also have expected this year, 3 G users intention leading scale in 2012 of telecommunications subscribers in the new 3 G will be around 30 million households, more than 2011 years of 24 million increased by 25%. The development of the two relatively than data to see, the forecast in the telecom is relatively by spectrum, because two operators around the development each have disadvantages general situation differences are not too obvious, so people don't think of this year year-on-year growth can realize China unicom nearly 200% this prediction.

DingDaoQin does the same for institutions in good prediction of 200% increase than unicom reservations about, he says this year unicom development is inevitable, but to achieve 200% year-on-year growth too difficult, although in unicom "got up early," in the terminal market rob the advantage of high-end advantage prominent, but with the iPhone 4 S in telecom into the market, the comprehensive network, terminal, the advantages of the charges will be on the unicom produce certain impact. Because some securities institutions and the analysis of the development of the industry practice remains to be further closely, so to such expectations should be a rational view.

Turn to the stock market competition

Recently, unicom action again and again: in this year is expected to finish before the end of march for informatization part adjust; And for the adjustment of the provincial level network company will end before the end of April; Integration broadband application center, product innovation support center involves the unit of all products, merged to product support center, strengthen the integration product support and promote IT support by function mainly to provide data mainly services.

Visible, operators of development strategy is adjusted, in addition to adjust the structure of business, also intensify the department structure. For this year's development situation, HanHaiChao points out, unicom charges in 2011 by larger combo threshold, estimated this year by the space is limited, rely mainly on price subsidies; Mobile BuTieE improve this year, and adjust the subsidies structure, raise ZhongDiDuan machine subsidies strength; Relative motion, unicom consideration not only increase user subsidies, will also consider channel side subsidies strength. From the end of the series early move look, unicom has begun to shorten and distributors of settlement cycle, improved settlement ratio. Must come to see, 3 G market this year, and the user scale is the same fundamental key, terminal and the channel is still the most important with the power of devices, including the iPhone, the new electronic channel competition advance, etc. In addition, use of industry customers pull 3 G development also was again to the very important point of view, use 3 G product development industry customers, high quality industry customers to improve user quality, supplement each other.

The data shows, the domestic 3 G users totaled 128 million set-top, 3 G permeability already super 13%, on the 3 G market share in the distribution, accounting for of the China mobile, China unicom and China telecom all accounts for about 3 into, into an open three-horse race. In this background, China unicom will break in difficulty not small, development is still difficult is optimistic blindly.

To this, HanHaiChao added: "this year 3 G market everyone's goal is: the user scale, and stable user scale; in this context, the terminal, the channel is still the most important send force. From the three means of strategic goals look, in terminals, iPhone is undoubtedly this year's key factors; channels, this year everybody wants to send force, especially new electronic channel electronic channel. Large user strategy, all under the also pay attention to the stock and user quality, mobile need not say, the biggest stock market this year, unicom user loss also specially established customers sustain department or team."

NPD: the share of 43% in the fourth quarter iPhone andros 48%

Research firm NPD report released today in 2011, said the fourth quarter, apple will samsung (the Po) and LG is far behind, became the most popular smart cellphone brand.

NPD data shows, the iPhone 4 S drive, and Sprint network support, apple iPhone 4 S, iPhone 4 and iPhone 3 GS three section type in the fourth quarter last year aggregate top the U.S. smartphone market share of 43%.

At the same time, the Android market share of 48%. Therefore, Android and iPhone combined market share as high as 91%. In the fourth quarter last year for the first time users buy smart phones, 57% chose the Android, 34% chose the iPhone.

Overall, 2011 quarter the United States as a whole cell phone sales, the proportion of smart phones continue to rise, to 68%, and the fourth quarter of 2010 is 18% higher.

The fourth quarter of 2011, the United States smart phones with an average price of $143, a third quarter high $8, and 2010 in the fourth quarter for $149.

The following is the biggest selling in the fourth quarter of 5 phone:

1, apple iPhone 4 S

2, the apple iPhone 4

3, apple iPhone 3 GS

4, samsung Galaxy S II

5, samsung Galaxy S 4 G

Apple mobile phone manufacturer among the third

IPhone sales growth rate as high as three digits, and help apple in the global cellphone manufacturer rankings of the two, become the third largest mobile phone manufacturer. In the front row is nokia (the Po) and samsung (the Po).

According to market research firm IDC figures released on Wednesday showed that in 2011, the fourth quarter, iPhone sales up 128%. In October last year launched the iPhone 4 S is apple beyond LG and zte main reasons.

IDC global mobile phone track department senior research analyst Kevin Lester's walter (Kevin Restivo) issued a statement that said: "last year in the fourth quarter growth rate is low, the mobile phone that mobile phone industry already by global macro economic downturn affected. Last year in the fourth quarter, the launch of the iPhone 4 S is growing rapidly, smart cellphone growth. The support in the third quarter of 2009 global economic downturn since the whole, comprehensive spread mobile phone market share growth fell to its lowest point."

Last year in the fourth quarter, apple sales 37 million mobile phone, the global mobile phone market share is 8.7% higher than that in 2010 the fourth quarter's 4% market share. Apple sales last year 93 million mobile phone market share for 6%, cell phone sales are 2010 year-on-year growth of 96%.

Nokia and samsung is still dominates the market last year, nokia and samsung respectively in the fourth quarter of 113 million and 97 million mobile phone sales. Samsung market share for 20%, sales year-on-year growth of nearly 21%; Nokia's market share fell 8.2%, to 30.7%.

In short, the fourth quarter of 2011 global mobile phone sales for 427.4 million in the same period in 2010 global mobile phone sales for 402.8 million department, year-on-year growth of 6.1%, higher than the 4.4% forecast IDC. Last year's total sales of 1.54 billion cellphone handset manufacturers, a year-on-year growth of 11.1% in 2010.

Secondhand iPhone after the transfer hot

Although iPhone4S selling out in the year before, but the pink enthusiasm still "fever", the reporter yesterday from market nets (the Po) to realize, second-hand iPhone posts unusually hot transfer, ushered in the year of the dragon "the grand opening".

"From half a month before Spring Festival Internet information about the iPhone market has been up to several hundred thousand bar", the market nets second-hand channel chief said CDC), once a year after selling new iPhone version, life information website will become the main platform of interpreting the pink.

The reporter found yesterday browsing, light on the iPhone is Beijing station post every single day article hundreds. In the price, iPhone3G in 500-1500 yuan, iPhone3GS in 1200-3000 yuan; IPhone4 quotation in 2300-4500 yuan.

Zhongguancun a apple dealers said, iPhone3G, 3 GS has been released from two to three years time to update frequency. I'm afraid this batch of pink in the iPhone4 listed and are already can't restrain, now iPhone4S finally on sale in mainland China, together with some companies may have the year-end bonus issue, all sorts of factors comprehensive formed after the 05 PC.