Blog Post

Daily Mobile Lowdown: Verizon iPhone; HP TouchPad; NSN/Motorola

Our look at some of the big stories today in mobile: Verizon’s stake of iPhone sales; some details leak out on HP’s TouchPad tablet; Nokia (NYSE: NOK) Siemens Networks looks to change the terms on its delayed Motorola (NYSE: MMI) networks business acquisition.

Verizon’s iPhone: The CDMA carrier Verizon Wireless (NYSE: VZ) has been stocking the iPhone now for just over a month, and analysts at Chitika have run some preliminary numbers on what its market share might be now for the device — basing its numbers on ad requests made on its own mobile advertising network. According to the “iZone” ticker, updated every hour, Verizon currently has a 9.5 percent share of the U.S. iPhone market (AT&T: 90.5 percent). This is clearly a moving target, though: a report on the ticker yesterday at MacRumours put the number at 12 percent, with an update in the post making it 10.4 percent.

But if you think using advertising network impressions sounds like a questionable way of measuring phone market share and usage on a network, there’s some research to back up your hunch: a study from Marin Software shows that because iOS devices do not enable third-party cookie tracking, 80 percent of the time paid-search conversions on these devices get uncounted. That’s for click-throughs rather than ad requests, but does indicate that there can be cases where an iOS deivce might fall under the radar.

TouchPad: The hugely oversubscribed launch of the iPad last week has led to a lot of people making dire prognostications for other tablet makers. But frankly, with devices like RIM’s PlayBook still not commercially available, the jury is still out.

Some details now have leaked out about one of the devices that people believe will give the iPad a run for its money: the 10-inch version of HP’s TouchPad will be priced at $499 for the 16GB, WiFi version, and $599 for the 32GB device (ie, same as the iPad), and it’s being targeted for a June release, according to a tip received by the blog PreCentral. A seven-inch version of the tablet is apparently getting set up for a September release.

NSN/Motorola: The saga over Nokia Siemens Networks’ acquisition of Motorola Solutions’ network business continues. Bloomberg is reporting that NSN is looking to “renegoitate” the sale now, leaving out the GSM portion of the business, in order to get the sale completed.

The $1.2 billion transaction, which was supposed to complete this quarter, has been held up both in China and the U.S. In China, regulators have escalated antitrust scrutiny, while in the U.S., although regulators have approved the deal, Huawei has sued Motorola over the transaction, claiming that Motorola would be transferring Huawei’s confidential IP in the process. For now the court has ruled in Huawei’s favor for an injunction as the case continues.