Though the average selling price of a Blackberry has been very volatile over the last year, an almost $40 drop in ASP in one quarter is unprecedented. My data goes back to 2007, and I couldn’t find anything like it. ASP dropped by more than 13 percent in 90 days.
This shows just how bad a quarter it was for RIM: unit sales dropped precipitously but would have been even worse if they hadn’t also slashed prices to goose sales. When unit sales and average selling price are both dropping, that’s a death spiral.