Analyst: Motorola may exit handset business

Posted Jan 29th 2008 6:32AM by Thomas Ricker
Filed under: Cellphones

Hey, that's what Nomura International analyst, Richard Windsor, told his clients in a note published this morning. Instead of handsets, Moto may choose to refocus on becoming an "enterprise and government company." While on a roll, Richard also raised speculation that a Chinese company might scoop up the troubled Moto before calling it "unlikely as those vendors don't have much of an idea how to fix Motorola's problems." Problems he attributes to the platform and software, not hardware. Man Moto, what a long hard fall it's been since your 2005 RAZR heyday.

Sumber : engadget

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Motorola still in the red, no light at the end of the tunnel yet

Posted Jan 23rd 2008 2:59PM by Chris Ziegler
Filed under: Motorola

Motorola's fourth quarter and 2007 earnings turned out to be pretty bleak indeed -- as expected, perhaps -- and according to the company, it expects a further slide through the first quarter in both sales and market share. The company pulled in about $9.65 billion through the final quarter of the year, which sounds like a nice number and all until you realize that it's an 18.2 percent decline from its sales in the fourth quarter of 2006. For the full year, the company garnered $36.6 billion, down 15 percent from 2006 on the whole. In terms of handsets, Moto pushed 40.9 million of them in the quarter -- with 53 percent sold in North America -- which it estimates is good enough for 12.4 percent market share worldwide. New CEO Greg Brown said that he believes the company is aligning its strategy the way it needs to be, but that its handset business is going to take even longer to recover than expected. How far down the charts do these guys stand to slide before they're back in the black?

Ovum says Motorola's mobile phone division is struggling

25 January 2008 11:24AM

Even David "Goldenballs" Beckham's promotional activity of Motorola products can't help the mobile phone vendor's Quarter 4 and full year 2007 results gloom in the handset division.

Company sales for the quarter were $9.65 billion for the quarter, up 9 percent sequentially but down 18 percent over the year. Gross margin was down 2 percentage points sequentially to 26 percent, but flat over the year. Operating loss widened to $-190k (130 k) from $-100k (70 k) in Q3 and a profit of $753 million a year earlier.

For the full year, sales were $36.6 billion down from $42.8 billion in 2006. Gross margin fell by 3 percentage points to 27 percent and operating earnings were $-550 million down from $4.09 billion in 2006.

Motorola shipped 40.9 million handsets in Q4. Average sale price fell $3 to $118, bringing sales of $4.8 billion, down 38 percent year on year. The division returned an operating loss of $-388 million compared with a profit of $341 million in Q4 06.

Incoming CEO Greg Brown said that he feels privileged to be CEO of Motorola. He thanked all the staff, suppliers and customers of Motorola and he re-iterated that they are absolutely not satisfied with the current position and are working as hard as possible to fix it. He also expects Motorola to lose further handset market share in Q1 2008 and said the portfolio will be more robust in 2009.

According to Martin Garner, Mobile director at Ovum, given the length and depth of the handset problems, it's increasingly difficult to see why shareholders should see logic in keeping the divisions together.

The handset volumes are well below Motorola's normal seasonal pattern. Greg Brown pointed to heavy competition, gaps in the portfolio (3G, China and other emerging markets), new product development being late and weakening demand for existing products (KRZR, RAZR2). On the latter, it's not clear if this was driven by US consumer conditions, said Garner.

He wonders if there are valuable synergies between the other divisions and a handset business that is in such difficulty. Or would it be better to break the company up?

“There has been speculation about who might buy the handset division. We think that a sale is unlikely. But there might be interest in a Sony Ericsson style joint venture,” said Garner.

Informasi terbaru dari electonista : Ericsson would consider Moto phone biz buy

Friday, February 1st 2008

Ericsson would consider Moto phone biz buy

Swedish telecoms firm Ericsson is contemplating buying a spun-off Motorola mobile business if it becomes available, company chief Carl-Henric Svanberg said today at an investment analyst conference. The official, whose company forms half of cellphone giant Sony-Ericsson, explained that it would be "cautious" about buying any mobile division that would split from Motorola but that the company would nonetheless watch any services that might be made available. Ericsson has historically avoided buying out other companies because it often believes it would be "better off" improving on its own, claims Svanberg.

Acquiring Motorola's mobile division would greatly increase Sony-Ericsson's stake in the cellphone industry, which grew to 9 percent in 2007 but is eclipsed by Motorola. The American company still claimed 13 percent of world cellphone marketshare despite a dramatic 38 percent decrease in phone sales year-over-year and would effectively give Sony-Ericsson a near-automatic boost to 22 percent total share. The current share leader is Nokia with 40 percent of all phones sold worldwide.

Sony Ericsson Motorola? SEMO lucu juga mengingat 1/2 saham UIQ baru dilepas ke mereka

Kalo gabung ma Nokia jadi MONO

Yup .. Motorola mengalami masalah keuangan, dan yang parah adalah unit bisnis ponselnya, makanya unit bisnisnya kemungkinan besar akan dipisahkan dari Induknya, artinya... Motorola butuh Investor buat bisa bersaing dalam bisnis ponselnya. Ane kira Investornya bisa dari pihak manapun (mirip kasusnya IBM-Lenovo).

Sebagai pemakai dan penyuka HAPE motorola, jujur sedih juga dengan keadaan ini. tapi apa mau dikata..Motorola dalam masalah keuangan mau tidak mau memang benar musti di pisahkan dari induk bisnisnya. Hal ini bisa bermakna ganda, bisa jadi POWERFULL atau LOOSER.

Satu yang ane banggain dari HP Motorola.... make HP ini ane jadi melek teknologi, bukan cuman teknologi yang mengerti kita, tapi kita mengerti teknologi, jadi bukan cuman sekedar suka atau cinta.

Jgn2 Motorola jual juga saham UIQ ke SE....

Quote:
apiq said:
Aneh, HP pilihan gua pada tutup semua divisinya. Dulu Siemens sekarang Motorola, padahal lagi ngincer Palm Treo nih (yang mulai nutup hampir semua toko retail di bandara).

Hahahaha.... gw ketawa baca komen elu....

Coba pilih Nokia deh.... sekalian ngetest bakal jadi 'susah' juga apa kagak hihihi....

Huhuhu, kalao emang bener bakalan mau tutup usahanya, saya juga merasa kehilangan banget nih. secara pake hape pertama kali Motorola T190, trus C115, Trus E398, Trus W220.... emang sih dari pasar Midle to low end semua. tapi emang hape moto itu tahan banting... ga ada yang ngalahin... kalo nok mah, jatuh bentar dah eror...

bye2 motorola....

kata yg di forum motorola cuma rumor, coba liat deh yg ini ;

[tautan dihapus]

Quote:
inyong_pwt said:

kata yg di forum motorola cuma rumor, coba liat deh yg ini ;

[tautan dihapus]

rumor atau gw. tapi kalo gw perhatiin, emang hp2nya di tahun 2007 sangat sedikit keluarnya. trus dipasaran juga kurang laku... bisa2 di 2008 makin sedikit yang keluar neh...

kalo dilihat dari gambar ini. pertumbuhannya juga -37.7% (minus)

males bacanya pk bhs inggris banyak banget lagi....

bisa disimpulkan.... ?

Kesimpulannya...
roda berputar..kadang diatas..kadang dibawah..

Quote:
kaizoku said:
males bacanya pk bhs inggris banyak banget lagi....

bisa disimpulkan.... ?

Kesimpulan :

- Sampai kuartal ke-4 tahun 2007, Motorola berada di posisi ketiga market share global (udah disalip sama Samsung sejak kuartal ke-1 atau ke-2 tahun 2007)
- Market share Motorola mengalami penurunan yang sangat tajam
- Motorola mengalami kerugian besar
- Intern Motorola sendiri sedang ada masalah
- Perusahaan Motorola berniat untuk memisahkan divisi mobile dari induknya
- Kemungkinan yang akan terjadi di antaranya :
* Motorola akan berhenti memproduksi handphone
* Divisi mobile Motorola akan dijual (bentuknya belum tahu, bisa penggabungan semacam SE atau hilang sama sekali seperti Siemens, dll.)

Dan ini bukan rumor karena Motorola Media Center sendiri membenarkan hal ini.

hmm....

dibeli sama siapa yah ntar...

seru pasti klo sampe dibeli Nokia....

tambah seru lagi kalo dibeli mikocok, kayak yahoo yg mulai ditawar mikocok

Compal Communications voices concerns over Motorola plans to break up handset unit

Kaddy Chung, Taipei; Steve Shen, DIGITIMES [Monday 4 February 2008]

Taiwan-based Compal Communications, a major handset OEM maker for Motorola, is concerned that China-based consortiums may eventually take up the handset unit of Motorola after the US vendor said last week it is considering separating the money-losing unit, according to Rock Hsu, chairman of the Compal Group.

The China-based companies might switch the majority of handset orders from Motorola to OEM makers in China if they do take up Motorola's handset unit, Hsu stated.

However, Hsu reiterated that the order adjustment would take 1-2 years and therefore, the planned sale of Motorola's handset unit will not affect Compal's operations in 2008.

Asked if there is the possibility of Compal acquiring Motorola's handset unit, Hsu said the company currently does not have a base to operate a brand product and instead will continue to expand its pool OEM clients.

Sumber : Digitimes Telecom