True iPod Threats
Thursday, November 30th, 2006Finally, some real numbers regarding these threats are shared in an article in the WSJ Online today (subscription required) by reporter Li Yuan. Sony Ericsson has sold 16.5 million Walkman phones in 14 months (not bad!), Motorola has sold 15 million MP3 enabled phones to date. Nokia is projecting that in 2006 they will have sold 80 million music phones, which means that in 1 year, they will have outperformed the cumulative sales of Apple iPods (approxmiately 70 million). So, between the 3 largest cellphone handset manufacturers, that means that there are approximately 110 million MP3 enabled phones on the market today and growing rapidly.
Will Apple roll out the iPhone soon? One would expect they cannot ignore these numbers - it certainly is momentum that will not stop.
In the article, the Yuan mentions that Motorola states that about 50% of the MP3 enabled phones are used for music playing purposes - so true penetration and use of a multimedia phone is still some ways off.
As we’ve said here many times - the end game portable media device is the cell phone - not the iPod or other MP3 player.