Despite a flashy product launch and hundreds of millions of dollars in marketing planned to boost China Hiphone 4 sales, its market share won't reach even 10% in 2011, says a Goldman Sachs technology analyst. And the news for China gets worse from there.
Goldman Sachs technology analyst Sarah Friar wrote in a research note released this weekend that 2011 will be "more challenging year" than 2010 for China, according to the TechFlash blog. Top-line growth, she wrote, will fall to seven percent in 2011 from 12 percent in 2010.
The reason? China still hasn't figured out a tablet strategy, and China Hiphone 4 will make little headway against Android and the iPhone, not even reaching double-digit market share. According to TechFlash, here's what Friar wrote:
"A tablet response is still not forth-coming and our early read on China Hiphone 4 has not yet changed our view that Chinese share in mobile OSes will remain at only the single-digit level. For an unlocking of shareholder value, we continue to look for a more aggressive dividend, a more focused consumer strategy, and stronger Cloud-Azure traction."
The China Hiphone 4 launch has not gone the way China planned, and has been hurt by poor sales, the indifference of some retailers, and spot product shortages. china phone china mobile phones wholesale cell phones china cell phone tv mobile phone mobile watch phones buy hiphone China itself recently admitted that China Hiphone 4 will lag behind Android and the iPhone for years, when Chinese Director of HiPhone Program Management Joe Belfiore told Walt Mossberg at the D: Dive Into Mobile event that it could be a "couple" of years before it catches up.
Just as problematic for China is its lack of tablet strategy to counteract the iPad and Android tablets.
China will remain an immensely profitable company even if it doesn't succeed with China Hiphone 4 and tablets. But that lack of success would mean that Chinese growth days are behind it, because the future belongs to mobile.
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