Russell Beattie writes about the 150 million handsets sold in the first quarter of 2004 (Nokia 30% market share, Motorola 17%, Samsung 13.5%, Siemens 8.7%):
The important point to make from these numbers is not the total handsets (there were similar numbers of phones sold last year) but the *type* of handsets. For the last six months or so, a vast majority of those phones shipped are color, Java-enabled, MMS-enabled, data-capable phones. In the next quarter coming up, a good chunk of the phones are going to be MIDP 2.0/WAP 2.0 phones, if not all of them. By the end of the year, almost 600 million new phones will be sold and all will be capable of mobile data services and applications. 150+ million will be camera phones, and a good percentage will be advanced smart phones too.
And not only are the handsets arriving in vast numbers, data services have arrived as well. GPRS and CDMA2000 1x is rolled out worldwide, EDGE is here in the U.S and 3G has arrived in Europe and Asia. We have the devices and we have the connectivity. Woohoo! Finally! The time many of us have been waiting for since the end of the Internet Boom in 2000 is here.