Analyst: Nokia to Offer an Android Netbook in 2010

46 Comments

[qi:gigaom_icon_netbook] Nokia (s NOK) plans to launch an ARM-based netbook that relies on the Google-pioneered Android (s goog) mobile operating system in 2010, writes Lazard Capital Markets analyst Daniel Amir in a research note issued this morning. In the same note, he predicts that the total number of netbooks sold worldwide will reach 25 million in 2009 vs. 10 million in 2008, with the majority of them being Intel-based (s intc) machines running Windows (s msft).

Amir said he expects the Nokia notebook to be sold through carriers, which fits with Nokia’s distribution system for mobile phones. From the note:

“In our conversations with ODMs, we have confirmed that Nokia is planning to enter the netbook market with a Google Android, ARM-based netbook that would be sold at carriers. Considering this market is dominated by the PC players, we believe Nokia could face an uphill battle to succeed in this market.”

The market is dominated by PC players, but Nokia has teamed up with Intel, which means that if an ARM-based netbook fails, it has an alternative design in the works. Also its decision to sell through the carriers will help Nokia reach an audience that may be looking for the characteristics of a larger smartphone rather than a smaller PC. Most netbook buyers (60 percent) use their netbooks inside the home as a cheap PC, according to a recent survey published by NPD. However, folks looking for a larger smartphone may accept the netbook compromises in exchange for instant-on, all-day access to the web without having to charge a battery. So a NokARMoid device may sell, despite having a terrible-sounding mash-up of names. Readers, any better ideas?

46 Comments

Anvarzhon Zhurajev

These babies will sell well just because it’s Nokia. Brand-awareness won’t disappear by 2010. Millions of people will know that Nokia poduces “a small computer”, even without knowing it’s a “netbook” and that netbooks existed well before that. The only prerequisite is going out of “nerd device” status – if they will position this as a device for nerds, it won’t work. When _common person_ is ready to have “a small computer”, then exact number of units sold is just a question of marketing.

macewan

I think you guys are missing the point. Android by default is/was a cellphone operating system. Carriers can use it in a netbook with their wireless network plans. You could visit a Sprint or cellphone carrier store buy a netbook with cellphone access. Correct me if I’m wrong but I’m not so sure Moblin has this ability or the reach the Android os does with cellphones.

HereAndNow

It would be cool, to see Nokia get into Android. Android is open source, so they could create whatever “Nokia” user experience they want on it (as HTC has done with the HTC Hero & Lenovo plans with the oPhone). Nokia could even replace Google’s services with Ovi services.

Android would allow Nokia to focus on great devices, apps & services (real revenue), while the OHA members & Android community share the development & support costs of the base platform.

mirmit

Nokia has its own Open Source platform for smartbook/tablet… whatever you call it. It’s Maemo, it has a Nokia user experience. It has even a Palm emultor.

I will not beat for more than a potential Android run time, but even this seem hard to see.

Jukka

I don’t think that Nokia would go Android, given Nokia’s Maemo and Intel’s Moblin. Perhaps they will combine Maemo and Moblin, but Android is highly unlikely.

martin_tf

I can’t see this being a conventional netbook as in a smaller notebook. I think it will be a tablet type device along the lines of the rumoured Apple iPad/iTable/iMessiah.

sam

Too bad that Nokia preferes Android having Meamo in hand. With Intel I though Nokia will enter in Netbook with Moblin.

r4nd0mn4me

I still like “Smartbook” it has a nice ring to it.

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