Handheld Shipments Decline 21%
The worldwide market for handheld devices declined in the first quarter of 2003 due to sluggish demand from businesses and consumers. According to the latest IDC's Worldwide Handheld report, shipments fell by 21% year-on-year in 1Q03 to 2.45 million units. Palm maintained its top position in the market while HP took over the number 2 position from Sony.
"The post-holiday slump in enterprise and consumer spending on handheld devices mirrored the difficult worldwide economic climate," said Ross Sealfon, research analyst in IDC's Smart Handheld Devices program. Aside from a surge in consumer purchases around the holidays, clear consumption patterns for handheld devices have yet to emerge among enterprises and consumers. As most enterprise customers do not regard handheld devices as a key component of their IT infrastructure, demand softens quickly as corporate IT budgets are cut. In the consumer market, handhelds are viewed primarily as luxury items. As a result, declines in consumer confidence and disposable income negatively impact consumer demand.
Palm maintained its leadership status, shipping nearly double the units of its closest competitor. This was mainly due strong sales of the Zire. HP regained the number 2 spot due in large part to sales of its $299 H1910. Sony is still in the three, right behind HP. HandSpring moved down to the number 7 spot overall with 2.9% market share. The study did not include Smartphone and the results reflect HandSrpings remaining organizer sales, and does not include the Treo devices.
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RE: Should I be surprised?
Jon Niola
President/CEO
Media Vortex, Inc.
ITS GOOD
RE: Well all I have to say is...
... but I wouldn't put it past MS to intro the Table PC!
Palm, a pale shadow of its former self
RE: Palm, a pale shadow of its former self
RE: Palm, a pale shadow of its former self
-Davy Fields
http://groups.yahoo.com/group/Palm_OS_5/
RE: Palm, a pale shadow of its former self
RE: Palm, a pale shadow of its former self
-Davy Fields
http://groups.yahoo.com/group/Palm_OS_5/
RE: Palm, a pale shadow of its former self
Irv
RE: Palm, a pale shadow of its former self
RE: Palm, a pale shadow of its former self
Is this a PDA issue or a Palm issue?
Palm down 30%
HP down 7%
Sony *up* 60%.
Dell just flat up from zero to 159K units.
Toshiba up 430%.
Handspring basically gave up, Handera is gone, RIM is still taking a beating, Casio left North America. I just don't see this as bad and being a handheld problem per se. Sony, Dell and Toshiba are showing you they can create desirable products, and even HP's decline of 7% is largely understandable given the economy. This looks to me like a PalmSolutions problem more than anything. The Tungsten T didn't do it for them. We'll have to see of the Zire 71 and Tungsten C/W devices turn things around for Palm.
RE: Is this a PDA issue or a Palm issue?
There is a "small" mistake in your post!!!!
Handera, Symbol etc. didnīt leave PalmOS!!!!!
Palmsource just changed the license conditions in such a grazy way, that the smaller companys cannot go ahead with PalmOS. On this way we will see Palm OS going down very fast! I hope, that the Palmsource shareholders will wake up very soon, an will fire this idots in the Palmsource managment, which have made such a grazy decission!
Georg
RE: Is this a PDA issue or a Palm issue?
I read Steven G. Bush review about the Z71 and I found this little gem: "The Zire 71 comes with 16MB of SDRAM (13MB of which is usable), which is plenty for most average users but considerably shy of that found on the new Tungsten C and most Pocket PCs."
I believe it is kind of biased (to say the less)to compare Palm's memory capacity vs PPC's. I hope you agree with me...
In case you're not Ed Hardy just excuse my confusion. :)
_______________________________________
Nothing: the worst you can do.
RE: Is this a PDA issue or a Palm issue?
_______________________________________
Nothing: the worst you can do.
RE: Is this a PDA issue or a Palm issue?
And no, I am not Ed Hardy. :-) I'm the Ed from Pocket PC Thoughts though.
RE: Is this a PDA issue or a Palm issue?
I don't think that Symbol or Handera added much of anything to the market share of PalmOS. And anyone who was going to buy one of their units probably switched to a different PalmOS rather than jumping platform. Besides nostalgia, they won't be missed.
JT
RE: Is this a PDA issue or a Palm issue?
By shareholders I guess that would include Sony's 6%, and whatever Palm owns. So I wouldn't be optimistic. Both have still to show that they "get it". With PocketPC licensees doing more with less, for less, those two have everything to fear from the likes of a Dell, HP, or Toshiba in the palmos platform. Though unfortunately at the moment it looks like that happening is the only thing that would make for competitive hardware.
Still waiting for the marriage of our OS and apps, and their hardware.
I guess if it takes rooting for PPC marketshare gains to shake up Palmsource, Palm and Sony, so be it. Logic doesn't seem to be getting the job done... And my throat's getting sore ;-)
RE: Is this a PDA issue or a Palm issue?
I think the big news this week that Palm came out with a model with features (the camera and cutting edge screen) that no one expected at a price no one expected. If Palm sells 850,000 Zire 71s in the second/third quarter like they did $99 Zires in the past two quarters, they will have made some real money and regained a lot of market.
I would expect to see TT redone with 32 meg RAM and transflective screen soon. But, the way Palm has updated in the past it won't happen until Spring of 2004.
I wonder if PPC has any models in the wings with cameras built-in (aside from the Hitaci and Samsung phone models).
I have no way of knowing how Toshiba increased sales when the Axims were available. Guess the WiFi and the E335 form factor. What happens to Toshiba when Axim has the same? Perhaps the Dells did not cut into Toshiba and HP sales as much as I expected, but HP was saved only by 1910 sales from having it's 4th consecutive quarter of declining sales? Maybe I could go look that up.
RE: Is this a PDA issue or a Palm issue?
RE: Is this a PDA issue or a Palm issue?
-- that's Ed Hansberry, whose foaming-at-the-mouth anti-Palm comments at PPCT are a source of great comedy to PIC readers...
RE: Is this a PDA issue or a Palm issue?
Copyright Đ 2003
by Ed Hansberry.
All Rights Reserved.
RE: Is this a PDA issue or a Palm issue?
Silly drunks.
-Bosco
Proud Member of the Top Non-Mods
Members: abosco and ImpReza M3
Now accepting new applications
RE: Is this a PDA issue or a Palm issue?
The only other explanation is that he's been picked on and/or beat up by a Palm employee somewhere along the way.
Everybody was waiting for Palm's new models
A friend of mine decided one month ago that a TG50 was the right PDA for him. After reviewing PIC he decided to wait and yesterday he bought a Z71.
_______________________________________
Nothing: the worst you can do.
That depends...
Things are changing...
2. Truly universal wireless connectivity for handhelds isn't here yet, what is currently offered is either location based or far to pricey for the ordinary consumer.
3. Handheld prices have either stayed the same or inched upward for the Palm market in recent years, remember these units cost MORE than the Pilot 5000 did so many years ago. Yes the Zire and other units are at a good price point but the real "forward-thinking" handhelds are much, much more expensive.
4. Good Windows XP laptops with large screens and Wi-Fi are arriving a price points very close to high-end handhelds. Many of these laptops are small and can be used by roadwarriors looking for internet functionality without comprimise while using their color cellphones for PIM functions.
Handhelds to experience a new period of growth need to find a way to cost under $300 (even for high end) and provide unlimited internet access ANYWHERE for a low, low cost. Can it be done? I don't know. Is it what they need to experience another boom? Yes.
owned: Pilot 5000, PalmPilot Pro, Palm V, IIIc, m505, Sony T615, TUNGSTEN T!!
RE: Things are changing...
Wi-Fi on a laptop is not really an issue; Wi-Fi on a handheld/PDA has much less importance and is almost always better filled by bluetooth + internet access point (GPRS radio/phone, bt ap, bridge, etc). In addition, laptop usage patterns hardly conincide with PDA usage patterns. PDA usage may be considered more of a niche market, but it still doesn't share many of the same objectives as those with laptops.
Lastly, wide range internet access for low prices is almost here; most people I know (admitedly these are high end buyers who do not reflect the market) use a combo of GSM/GPRS phone (AT&T) and either have unlimited use of data services for free (GPRS, not CSD, mostly through company agreements) that they access through bluetooth on their PDAs or laptops, or failing that, use one of the AT&T data plans. Note that usage is subject to AT&T GPRS coverage (great in some places, practically ubiquitous in Europe, really horrid in some place, most notably middle-of-nowhere America areas, where GSM has barely rolled out), and the low price for go-it-yourself data plans is not quite here yet.
Since you have a T|T, I'm assuming you know the joy of wireless internet connectivity.
RE: Things are changing...
I know I did. With a desktop, a laptop, and a cable modem Wi-Fi was the obvious and excellent option. My Tivo now also connects wirelessly to my Wi-Fi router. To purchase a PDA with Wi-Fi built in seems the obvious choice in the future for me as I wouldn't have to pay more money to get the same functionality as my house is already setup for Wi-Fi. Until the vast majority of computers, laptops, printers, cellphones, and PDAs start coming with Bluetooth I am afraid it will not be a good option to the more popular Wi-Fi (except in the biggest Bluetooth advantage... cellphones and PDAs together allowing internet on the go, but how many modern cellphones even have Bluetooth, the newest cellphones have not picked up the trend of last years Sony model).
owned: Pilot 5000, PalmPilot Pro, Palm V, IIIc, m505, Sony T615, TUNGSTEN T!!
RE: Things are changing...
WiFi for most PDAs is useless; PDAs are meant to be used on the go, while you're moving around. Unless you carry a roving WiFi hotspot with you, it's pretty much moot. Case in point: I have WiFi in my house (for an iBook and a nice new PowerBook G4 17"), and cat5 for everything else because I run an internal network that demands low latency + high bandwidth for certain applications (two windows 2k machines, a Linux dev box, a Linux server, an Xbox, Dreamcast, PS2, and PVR machine). Hooking my PDA into the network is not a problem with WiFi, and walking into my office downtown is not a problem either with their WiFi APs, however, it becomes totally useless in between the two locations.
Bluetooth alleviates this problem, because guess what? You can't have a roving WiFi hotspot, but you sure can have a roving BT AP, in this case, your mobile provider, connected through your phone, via BT. I can check my email, surf the web, and chat online while I'm taking the el (I live in Chicago) to work, or if I've taken a weekend in Moab and I'm at the lip of a canyon.
Now sure, WiFi APs will become larger in coverage over the years; I mean Starbucks has them everywhere, and even my neighborhood bar has WiFi access, but true nationwide coverage won't come for a long time, if at all, not to mention that most places that do provide WiFi, you have to pay extra for.
You seem to be one of those people who confuse WiFi and BT as competing standards, which is pretty far from the truth. While there is some overlap, they definitely don't share many common goals. BT helps me sync my phone with my PIMs on my computers, and my T|T. It helps me dial directly from my T|T's address book. It helps me download images to and from my phone w/camera. It connects me to other PDAs and laptops and computers for exchanging data, and sharing certain apps like whiteboards. WiFi connects me to a network, which is not to marginalize it, but instead to put it in perspective. To say BT is only for connecting to the internet is to miss 90% of the BT picture.
And if you think BT is not taking off, I suggest you look around. Practically every new phone Nokia and S-E are churning out these days includes BT, including the low end models. Just because your provider doesn't yet have these phones doesn't mean a huge wave of them isn't coming, not to mention everything from BT enabled mp3 players (Apple mentioned they'd like to enable bt in their ipods to control them wirelessly from a pda or phone or other bt device), to pop machines (yes, pop machines), to everyday things like keyboards.
RE: Things are changing...
Oh, I see. There's a law stating you can't *be still* when using a PDA? I was wondering why when I'm in a public park and using my CLIE a cop invariably comes over to tell me to move along...
...but seriously, what's this nonsense about WiFi on PDAs being useless? That's as dumb as saying Bluetooth is worthless if you don't have a BT-enabled cellhone. Hello, what about just needing to use a BT-enabled printer? (And this is coming from someone who said in a PIC article that BT was useless -- and had some education on the subject pounded into him!).
RE: Things are changing...
owned: Pilot 5000, PalmPilot Pro, Palm V, IIIc, m505, Sony T615, TUNGSTEN T!!
RE: Things are changing...
-Bosco
Proud Member of the Top Non-Mods
Members: abosco and ImpReza M3
Now accepting new applications
RE: Things are changing...
NO!! It's ska!!! (Yeah! That's the ticket! Nyahahaha!)
RE: Things are changing...
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