Cell Phone Units Up 13% In Q2

from Barron's:

>>Cell Phone Units Up 13% In Q2

• Nokia (NOK) shipped 111.1 million handsets, growing 8%; they estimate the company’s market share at 36%, down from 38% a year ago. The firm notes that while the new N8 smart phone could held in the second half, the phone will be hampered by a lack of retail presence in the U.S.

• Samsung shipped 63.8 million units, up 22%. The research firm thinks the new Galaxy S smart phone has “gotten off to a relatively good start.”
• LG shipped 30.6 million handsets, up just 3%.
• Research In Motion (RIMM) shipped 11.2 million phones, up 40% from a year ago, but the firm ntoes that its position in North American is coming under pressure from Apple (AAPL) and Android. “The Blackberry OS 6 upgrade, which should deliver a better touchscreen user-experience in time for the western holiday season, is sorely needed to improve its outlook in North America,” the research firm says.
• Sony Ericsson shipped 11 million handsets in the quarter, down 20%.
• Apple (AAPL) shipped 8.4 million iPhones, up 61%; it now has almost 3% market share, up from 2%. But Strategy Analytics writes that “Apple may have lost some heartshare in recent weeks because of its perceived mishandling of the antenna problem, and Apple will have to work hard during the second half of the year to stop lost heartshare converting into lost marketshare.” (Uh, I’ve heard of mindshare, but “heartshare”?)
• Motorola (MOT) shipped 8.3 million handsets, a third of those smart phones; units were barely more than half of the year-ago level, as the company reinvents itself as a specialist in Android-based smart phones.

Strategy Analytics sees Q3 shipments of 325 million phones, up 12%.