Russ Smith
04-15-2002, 09:53 AM
Source: DigiTimes (http://www.digitimes.com/NewsShow/Article.asp?IR=N&ClassID=203&datePublish=2002/04/12&pages=PR&seq=201)
Smart handheld device sales in the Asian/Pacific region should continue to increase at a rate of about 36.6% through 2006 according to a market intelligence report by International Data Corporation (IDC). The report does not include Japan in the figure and shows China continuing to lead the region in market share. China currently dominates the market share with 68.5% of the market.
Three vendors – Hi-Tech Wealth, Minren and Legend – comprise a full 42% of all smart handhelds sold across the region.
The continued rise in sales seems to be primarily driven by the convergence of mobile phones and PDAs.
My Opinion:
Most of the reporting surrounding the HP/Compaq merger seemed to be oddly focused on the States where the New HP would be competing primarily with IBM. What was hardly reported at all was that the New HP would also be of a size and product line to compete with Legend in the Asia/Pacific region. With a combined product line that includes some promising cellular/Pocket PC convergence devices that are predicted to drive the continued sales increases, the New HP looks fairly well-positioned in that market.
It makes me wonder if HP had Big Red (Legend) in it's sights more than Big Blue (IBM).
Smart handheld device sales in the Asian/Pacific region should continue to increase at a rate of about 36.6% through 2006 according to a market intelligence report by International Data Corporation (IDC). The report does not include Japan in the figure and shows China continuing to lead the region in market share. China currently dominates the market share with 68.5% of the market.
Three vendors – Hi-Tech Wealth, Minren and Legend – comprise a full 42% of all smart handhelds sold across the region.
The continued rise in sales seems to be primarily driven by the convergence of mobile phones and PDAs.
My Opinion:
Most of the reporting surrounding the HP/Compaq merger seemed to be oddly focused on the States where the New HP would be competing primarily with IBM. What was hardly reported at all was that the New HP would also be of a size and product line to compete with Legend in the Asia/Pacific region. With a combined product line that includes some promising cellular/Pocket PC convergence devices that are predicted to drive the continued sales increases, the New HP looks fairly well-positioned in that market.
It makes me wonder if HP had Big Red (Legend) in it's sights more than Big Blue (IBM).