I am still in vacation mode but I will start to post a lot more thematic content over the next two weeks. This post will concentrate on the mobile handset market and is based largely on a recent market analysis by Gartner.
Earlier in the month I wrote about the last IDC report on the mobile market as a watershed event. The leap in Android market share is alarming for Apple because it is starting to approach Windows-level dominance of the smartphone market. Android had a 68.2% market share in 2012 through Q3, with that number surging to 75.% in Q3 on the back of the Samsung Galaxy S3. Gartner has confirmed the IDC numbers, putting Android's Q3 2012 market share at 72%. Meanwhile overall sales of mobile handsets declined 3% from the same quarter in 2011 to 428 million units. Of that number...
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Edward Harrison is the founder of Credit Writedowns and a former career diplomat, investment banker and technology executive with over twenty five years of business experience. He has also been a regular economic and financial commentator in print and on television for the past decade. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.