HTC keeps bringing the punches in more ways than one today. Being the Android king since the beginning has done them well. Lately, it seems almost all of the company’s lineup is a hit, and they show no signs of slowing down. This is unfortunate for Motorola and RIM, as HTC has been stealing some market share from the two, according to data from analysts.
Piper Jaffray analyst T. Michael Walkley, in a research note expands on the subject:
Our April and early May checks indicated strong North America share gains for HTC with strong initial sales of the HTC Incredible at Verizon, combined with solid sales of the HTC Hero at Sprint and HTC HD2 and myTouch 3G at T-Mobile. We believe consumers overwhelmingly selected HTC based Android and Windows Mobile based devices due to its customizable UI, processing power with Qualcomm’s Snapdragon 1 GHz processor and sleek designs.
He goes on about how HTC is taking share from Blackberry from certain carriers: “We believe the Bold 9700 continued to lose smartphone share at AT&T following a price increase last month to $199. Further, our checks indicated further share losses to Android products at T-Mobile and Verizon.”
The company is on every carrier in the United States – with great devices for each of them – and it’s almost sad to put a Blackberry right next to one. Blackberry smartphones can look slick but it’s hard to deny the appeal from HTC’s hardware design.
With the exception of the Nexus One, the company has seen solid sales with most of their devices, coupling their great hardware with an even better custom UI thrown on top of Window Mobile or Android. The company is delivering two high-spec’d devices (EVO 4G and Droid Incredible) in less than two months and it is ready to take on the competition.
Walkley also points out that the HTC Incredible took some share from the Motorola Droid, but Motorola’s handset remains the top smartphone. That might all change after a month or two of the Droid Incredible being out in stores and once a the TV ads get going.