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From:
Will the new BlackBerry click in the Indian smartphone market? - Livemint
this:
India: $4B market for $500+ phones. That's a market of 8,000,0000 phones. (0.6% of population)
China: $40B market for $500+ phones. That's a market of 80,000,0000 phones. (6% of population)
USA: $60B market for $500+ phones. That's a market of 120,000,0000 phones. (33% of US population)
Seems like India is not that important. Not saying that getting 10% of India is not important. But the USA is way more important. 1% of the USA marketbase will trump 10% of India marketbase.kfh227 and Acumenight like this.02-24-13 01:51 PMLike 2 - there is ABSOLUTELY no reason for blackberry to introduce an entry-level device at this time. They did that the past 3 years and it caused constantly lower ownership. BB10 is a BIG thing, and the hype add value, and the cost creates hype02-24-13 02:45 PMLike 0
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In fact, BlackBerry may even offer a new BB7 device in future, according to CEO Thorsten Heins.
Although the Canadian company is focused mainly on its new BlackBerry 10 (BB10) operating system, Heins hints that it may release a new handset running BB7 because of the platform�s popularity in markets like South Africa.
�Many people in India, Indonesia and South Africa have their first experience of the Internet on a mobile device,� Heins says. He says this means consumers in these markets may be more readily able to imagine the possibilities mobile connectivity can offer them.
With this in mind, Heins says BlackBerry is developing a portfolio of BB10 devices, which will include a �mid-tier device� and may even include �entry-level devices in some markets�.
However, he warns that low-cost BB10 devices won�t appear overnight. �The cost of the technology in those devices is high at the moment.�
Nevertheless, as the cost of processors, touch displays and other components falls, Heins says BlackBerry has �plans in place� to create cheaper BB10 devices and serve emerging markets and their needs.
Part of BlackBerry�s success in emerging markets has been on account of the combination of the BIS proposition, the �network efficiency� afforded by BlackBerry�s compression of data, and the fact that most emerging markets are limited to 2G and 3G networks. �Unless they move to 4G, that recipe will remain intact,� Heins says. �[BlackBerry] might even do new product, we�ll see, because it�s a great mobile experience.� � (c) 2013 NewsCentral Media
Heins hints at new BlackBerry 7 device | TechCentral
Don't forget that a huge chunk of BB revenue is outside of USA, UK & Canada02-24-13 04:22 PMLike 3 - The BlackBerry 7 (BB7) operating system isn’t likely to disappear any time soon, and neither is the flat-rated and unlimited Internet and e-mail proposition, the BlackBerry Internet Service (BIS), that has made BB7-powered devices so popular in emerging markets.
In fact, BlackBerry may even offer a new BB7 device in future, according to CEO Thorsten Heins.
Although the Canadian company is focused mainly on its new BlackBerry 10 (BB10) operating system, Heins hints that it may release a new handset running BB7 because of the platform’s popularity in markets like South Africa.
“Many people in India, Indonesia and South Africa have their first experience of the Internet on a mobile device,” Heins says. He says this means consumers in these markets may be more readily able to imagine the possibilities mobile connectivity can offer them.
With this in mind, Heins says BlackBerry is developing a portfolio of BB10 devices, which will include a “mid-tier device” and may even include “entry-level devices in some markets”.
However, he warns that low-cost BB10 devices won’t appear overnight. “The cost of the technology in those devices is high at the moment.”
Nevertheless, as the cost of processors, touch displays and other components falls, Heins says BlackBerry has “plans in place” to create cheaper BB10 devices and serve emerging markets and their needs.
Part of BlackBerry’s success in emerging markets has been on account of the combination of the BIS proposition, the “network efficiency” afforded by BlackBerry’s compression of data, and the fact that most emerging markets are limited to 2G and 3G networks. “Unless they move to 4G, that recipe will remain intact,” Heins says. “[BlackBerry] might even do new product, we’ll see, because it’s a great mobile experience.” — (c) 2013 NewsCentral Media
Heins hints at new BlackBerry 7 device | TechCentral
Don't forget that a huge chunk of BB revenue is outside of USA, UK & Canada02-24-13 05:04 PMLike 0 - Hey everybody. Has anybody read an interview wit TH today? http://http://translate.google.com/t...-12092854.html I hope we will have a green day tomorrow02-24-13 05:08 PMLike 0
- If that interview isn't picked up by English speaking media, it will likely be buried with all the other good news from the last week.02-24-13 05:13 PMLike 0
- Which begs the question... why doesn't he do an interview with the English speaking (ie. North American) media? If he's "allowed" to do this in German, why not in English where it will have immediate impact?02-24-13 05:17 PMLike 0
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- Not sure if this has been posted yet, but here's a Q10 being advertized on e-Bay with a shipment date mid March to end of March. Read the description for date details. Take it for what it's worth, but if this did have some truth to it we could be getting some good news soon.
BB10 Unlocked Verizon Blackberry Q10 New Latest Smartphone Z10 Other Auction | eBay02-24-13 05:39 PMLike 6 - Superfly_FR likes this.02-24-13 06:59 PMLike 1
- If the rumours that BBRY can't keep up with the Z10 demand are true, than it's a good thing. However, it also points to the fact that BBRY needs some sort of OEM partnership. They need a partner that can pump out a lot of devices in production to keep up with the demand. Let's hope the sell numbers are strong so we can kick the bears out of this stock!02-24-13 07:25 PMLike 0
- If the rumours that BBRY can't keep up with the Z10 demand are true, than it's a good thing. However, it also points to the fact that BBRY needs some sort of OEM partnership. They need a partner that can pump out a lot of devices in production to keep up with the demand. Let's hope the sell numbers are strong so we can kick the bears out of this stock!
Also, BBRY's manufacturer would have the same problems any OEM would have.
1) You need the facilities to actually do final assembly. If there are 5 assembly lines and you need 10, it is the same problem for anyone making them.
2) You need raw materials. If you need 10 processors instead of 5, your processor maker needs to be able to provide supply.02-24-13 07:35 PMLike 0 - and, i'd like to see him address that rumor of only selling 300,000 units, by saying the following:
"I've read reports that we've only sold 300,000 Z10s. that is so laughable, as we sold that many phones in our first week in the UK alone."
that would really squash that crap.02-24-13 07:36 PMLike 0 - If the rumours that BBRY can't keep up with the Z10 demand are true, than it's a good thing. However, it also points to the fact that BBRY needs some sort of OEM partnership. They need a partner that can pump out a lot of devices in production to keep up with the demand. Let's hope the sell numbers are strong so we can kick the bears out of this stock!
Of course if they demand is legitimately earth shattering, it's good news.02-24-13 07:38 PMLike 0 - heins said in the interview, they were "ambitious" in their projections, and exceeded that.
so, i doubt they set the bar low.02-24-13 07:40 PMLike 0 - here is cnbc talking about, pretty much, the same thing morganplus8 talked about yesterday:
Talking Numbers: New BlackBerry 10 Warning - CNBC
the guy discussing "fundamentals" is a joke. because he hasn't used the phone and recently switched to an iphone MUST mean the phone isn't selling....seriously?02-24-13 07:59 PMLike 3 - here is cnbc talking about, pretty much, the same thing morganplus8 talked about yesterday:
Talking Numbers: New BlackBerry 10 Warning - CNBC
the guy discussing "fundamentals" is a joke. because he hasn't used the phone and recently switched to an iphone MUST mean the phone isn't selling....seriously?
Maybe cnbc is reading this thread for guidance from morgan+8 !!!02-24-13 08:37 PMLike 3 - It is a business. They set the bar appropriately and probably had internal plans for under or over estimating demand.
As a business though, you do not want to expect X units and manufacturer 2*X out of hope. You want a contingency plan if you need 2*X. They seem to have had a contingency plan. And there is a built in lag due to logistical reasons (ie: need to source components). So you are now hearing that manufacturing is ramped up.
If you make to many units:
1) You have cash that was burned to make Z10s that would otherwise be making a few percent on low yield investments like JNJ bonds.
2) You make all that stock. It has to be warehoused. Warehouses are not free.
This is why Just In Time manufacturing is so big these days. You want to keep cash on the books as long as possible so it can collect a yield and you do not want to have to spend additionally to house stock that you don't really need to house.02-24-13 09:41 PMLike 5 - Increasing production capacity still doesn't tell us much. I'm assuming they had an initial production run of 500K. This matches with analysts estimates of 300K-500K sold. Now they would be increasing the production capacity for a second wave launch including the US market. A shorter initial production run might explain why there was seemingly sell outs and not enough supply.02-24-13 10:22 PMLike 0
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