Matt Richman does some back-of-the-envelope math:
Last quarter the ASP of a Blackberry smartphone was $302.26. This
quarter it’s $268.56. Things aren’t looking good for RIM
He might be off somewhat, because he had to make some assumptions to work out the math, but I’ll bet he’s in the ballpark. Remember, RIM announced a few quarters ago that they would no longer be reporting ASPs, because, obviously, they knew the numbers weren’t going to be good. They were right.
Update: This piece by Michael Mace pretty much predicted exactly the decline we’re seeing. Might be worth a re-re-link.
★ Thursday, 16 June 2011