The world just keeps getting smarter. Even as overall mobile phone sales fell 8.6% from last year's first quarter, smartphone sales surged 12.7%, researcher Gartner reports.
Data shows that while Apple
Among the losers, Motorola
Should Nokia be worried? I'm honestly a little more concerned about Apple. The iPhone continues to grow massively, but with new competition from Palm's
But innovation is on the way. Apple's annual Worldwide Developer Conference runs from June 8-12, and the new iPhone operating system -- version 3.0 -- should ship shortly thereafter. Promised improvements include cut-and-paste manipulation of text, and universal search. Both features should entice iFans who've been waiting for the upgrade.
Just don't expect the improvements to be enough to lure in CrackBerry addicts. History says they won't switch. Apple introduced a 3G version of the iPhone last July, yet RIM still managed to sell more than 23 million handsets during 2008, increasing its revenue by a whopping 84%.
A smarter world offers a huge opportunity to the best-positioned smartphone vendors. Apple is gaining from the shift more than most, but so far, Research In Motion is gaining most of all.
Brrrrring! It's related Foolishness calling:
Fool contributor Tim Beyers had stock and positions in Apple and a stock position in Nokia at the time of publication. Check out Tim's portfolio holdings and Foolish writings, or connect with him on Twitter as @milehighfool. The Motley Fool is also on Twitter as @TheMotleyFool. The Fool's disclosure policy has officially run out of disclosure-y witticisms.