Nokia, HP Look Strong in EMEA During Second Quarter
By Eric Lin, Tue Jul 20 22:45:00 GMT 2004

Second Quarter smart device sales figures are in for EMEA. Nokia still maintains a long lead over other smartphone and PDA manufacturers, this quarter by over 500%.

Canalys has released the second quarter numbers for PDA and smartphone sales in Europe, the Middle East and Africa (EMEA). In each quarterly report, Canalys indirectly reveals a bit more about its system of device classification for the mobile device sales results it compiles. As its categories become clearer, it becomes more difficult to echo Canalys' broad conclusions about the PDA or smartphone categories. However the numbers are broken out sufficiently to draw accurate conclusions about specific manufacturers or OSes.

The top four manufacturers are still in the same order as last quarter, but each of the leaders are experiencing individual changes. Nokia led all other manufacturers, with another successful quarter for its smartphones, likely thanks to price drops on the 6600 as well as the launch of the 7610. It sold over 1.3 million smartphones in Q2 2004, growing 60% over the same quarter last year and 13'% over last quarter.

HP maintained its number two position, selling 254,300 PDAs. Growth for HP was a strong 64% over last year's numbers, but only 1% over last quarter. Instead of securing its position because of growth, HP clearly captured the second spot because PalmOne's sales weakened. Including the Treo, PalmOne sold 200,920 units in Q2. This was 6% loss over Q2 last year; worse yet, it was down 20% over last quarter's number.

Still holding on to fourth place, Sony Ericsson sold 149,500 UIQ devices. Like PalmOne, SE saw a drop both over Q2 last year (down 9%) as well as drop in sales from last quarter (down 15%). Sony Ericsson has been busy successfully launching new cameraphones, but the P series has been stagnating. It is no doubt hoping that the updated P910 due out this quarter helps to rekindle interest in its smartphones.

While Canalys reports that RIM's Blackberry as well as a number of operator-branded Pocket PC phones grew strongly year over year, these same results throw off overall totals for smartphones by OS. Although UIQ devices and PalmOne Treo are included in the smartphone category despite their PDA-like interfaces, RIM devices and Pocket PC phones are counted as data-centric handhelds (PDAs) despite their voice capabilities. Microsoft is still represented in the smartphone category through operator branded Smartphones, but its market share is diminished thanks to Canalys' confusing category assignments.

Despite this weighting, it is safe to say that Symbian still runs over 90% of smartphones sold in EMEA, though according to Canalys it is 94%. Palm's share increased to just under 2% of the Canalys smartphone category. Separating out Treo sales in Canalys' PalmOne numbers show that Treos sales increased from 16,750 in Q1 to 23,130 last quarter (38% growth). Microsoft Smartphones make up 4%, but since that doesn't count Pocket PC phones, it's not an accurate representation.