Who are the winners and losers in the smartphone market? iPhone is a winner. Microsoft is a loser. Pete Cunningham in ZDNet Asia:
The main loser has been Microsoft’s highly standardized Windows Mobile platform. Its [global] smartphone market share has now fallen below 10 percent and the trend is likely to continue as many of its OEM (original equipment manufacturer) partners, including HTC, Motorola and Palm, are focusing investment on other platforms.
Uh oh. The curtain is falling. From two years ago—Microsoft CEO Steve Ballmer when the iPhone was introduced:
There’s no chance that the iPhone is going to get any significant market share. No chance.
Microsoft’s revenue per Windows Mobile smartphone may be as high as $25 each, vs. Apple’s revenue per iPhone which may exceed $500 each. Not only is Apple selling more iPhones, but their revenue is over 20 times Microsoft’s revenue.