http://communities-dominate.blogs.com/brands/2011/09/anyone-who-says-the-iphone-is-killing-blackberry-is-an-incompetent-fool-its-android-that-is-killing-.html

September 16, 2011

Anyone Who Says the iPhone is Killing Blackberry is an Incompetent Fool -its
Android that is Killing RIM

Is it September already? Gosh, time flies in the Bloodbath. And the first Q3
results came out already, from RIM the maker of the Blackberry. And
Blackberry is indeed failing miserably now in the global race for smartphone
leadership. Failing miserably is putting it kindly.

The numbers. RIM reports that Blackberry sales were 10.6 Million for Q3 of
2011. How bad is that? Their sales are down 20% from Q2. This in an industry
that is growing 59% in just one year. This is the time of hypergrowth. You
can do hideously badly in this industry this year, and still grow sales. And
yet, Blackberry sales fell by 20% from Q2. And they fell 8% from Q1 to Q2
-so the decline of Blackberry is increasing. They are going from bad to
worse.

How's that in the Bloodbath? My preliminary market share estimate for RIM,
at 10.6 Million units is 9% market share for Q3. How bad is that? Just 15
months ago, Blackberry's market share in smartphones was 18%. So literally
in just over a year, they have lost half of their market! This is not bad.
This is not hideously bad. This is catastrophic. This is so bad, it would be
a world record for a handset brand loss in smartphone market share, were it
not for Nokia's even bigger crash this year (see Elop Effect). Yes,
Blackberry is now in the running for who crashes worst this year, and that
race is between only two brands in smartphones -Nokia and RIM. That is truly
a definition of horrid business performance.

Now, to the headline of this blog. This is a great test you, the reader, can
have of ANY so-called 'expert' in mobile, or any article written about
mobile and smartphones. Anyone who says or writes 'Blackberry is losing
because of the iPhone' is full of bullshit. Note, it is fair to say, the
RIM/Blackberry tablet, the Playbook, is losing to the Apple iPad. That is
fair. But anyone who claims Blackberry the smartphone is failing 'because of
the iPhone' is an incompetent fool. Immediately lose all trust in that
person or organization (or media source). They are parroting a wive's tale,
a myth. Here are the facts.

When the iPhone was introduced from June 2007 to September of 2009, Apple
grew iPhone market share from zero to 17%. During that time, Palm and
Windows Mobile suffered severely, so it is fair to say, the iPhone was
killing Palm and Windows Mobile. What happened at RIM over this period?
Blackberry grew from 12% to 21% market share in the same period. So, when
the iPhone grew massively, so did RIM. There was no cannibalization of the
Blackberry by the iPhone when we witnessed the strong growth of the iPhone.

What happened since Q3 of 2009? Blackberry fell from 21% to 9% today. So,
how did Apple do? The iPhone has managed a growth of... two points of market
share, from 17% back then to 19% in Q2 (the latest quarter for which we have
data). Meanwhile Android was at 2% in Q3 of 2009 and was up to 45% by Q2 of
this year. So who ate Blackberry's cake? Not the iPhone, it was Android. If
your 'expert' says that RIM is losing to Apple because the iPad is killing
the Playbook. That is fair.

If your 'expert' claims that Blackberry is losing to Android, that is true.
But anyone who claims that the fall of the Blackberry is in any way due to
the iPhone, has not even looked at the data. When the iPhone grew, so did
Blackberry. When the Blackberry fell, Apple was almost flat. When there was
no Android, Blackberry grew, but when Android came to the scene, that is
when Blackberry started to free-fall. It is not the iPhone that is killing
the Blackberry. It is Android.

Just a little tip here from your faithful Bloodbath-reporter. Just watch how
many journalists, analysts, tech-bloggers, pundits and other so-called
'experts' parrot the myth about Blackberry death being due to the iPhone,
and make your own judgements about their trustworthiness. This is a complex,
difficult and fast-moving area of smartphones. We need facts, we do not need
nonsense and myths.

I will be monitoring the Q3 results in the smartphones bloodbath, as usual.
Next up should be HTC now in September. Most of the big smartphone brands
will then be reporting in October. Stay tuned..
----------

@kangfun

-- 
"Indonesian Android Community"  Join: http://forum.android.or.id

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