Nokia (NOK) announced a refresh for its Lumia line-up. Based on Windows Phone 8 (“WP8”), the updated phone will have such things as a new start screen, better camera, faster processor, and better display.
Some of the highlights for the Lumia 920 specifications are:
- Qualcomm (QCOM) Dual-core 1.5GHz Snapdragon S4 CPU
- HD 1,280 x 768 LCD display
- 8 megapixel PureView sensor
- NFC (Near Field Communication)
- 2,000mAh battery
- Wireless charging
- Redmond-baked operating system
In an exclusive interview with Nokia’s CEO Stephen Elop on Engadget, Elop mentioned that the current Windows Phone 7 will continue to be sold in other markets, its patent portfolio will continue to be monetized, and stressed on differentiation of its devices as an important part of its turnaround strategy. Elop highlighted the power of its camera and compared superior performance of low-light photography on the Lumia to the Samsung Galaxy III.
It’s too early to know if Nokia’s differentiation strategy will be effective in competing against Apple (AAPL) and Samsung. Still, that Lumia has a sensor that can capture "between five and ten times the light" of any other smartphone gives Nokia an opportunity to deliver a strong marketing message to consumers. Consumers, always open to newer things, may respond positively.
Lumia WP8 will be released in the fourth quarter of this year.
Nokia’s fanfare launch may soon be eclipsed by an Apple iPhone 5 announcement next week on September 12. Google’s (GOOG) Motorola Mobility announced three new RAZR smartphones on Wednesday.
Companies benefiting from demand for Windows Phone 8 are:
2. Microsoft Corporation (MSFT, Earnings, Analysts, Financials): Develops, licenses, and supports a range of software products and services for various computing devices worldwide. Market cap at $254.77B, most recent closing price at $30.39.
3. QUALCOMM Incorporated (QCOM, Earnings, Analysts, Financials): Engages in the development, design, manufacture, and marketing of digital wireless telecommunications products and services. Market cap at $103.36B, most recent closing price at $60.68.
4. Synaptics Inc. (SYNA, Earnings, Analysts, Financials): Develops and supplies custom-designed human interface solutions that enable people to interact with various mobile computing, communications, entertainment, and other electronic devices. Market cap at $971.19M, most recent closing price at $29.43. The Lumia 920 and 820 will both use Synaptics ClearPad Series 3.
5. LM Ericsson Telephone Co. (ERIC, Earnings, Analysts, Financials): Provides communications equipment, professional services, and multimedia solutions to mobile and fixed networks operators worldwide. Market cap at $29.58B, most recent closing price at $8.95. Nokia is expected to spinoff the support systems of Nokia Siemens Network. Ericsson may be leading the race to make this acquisition.
Nokia’s main competitors are:
6. Apple Inc. (AAPL, Earnings, Analysts, Financials): Designs, manufactures, and markets personal computers, mobile communication and media devices, and portable digital music players, as well as sells related software, services, peripherals, networking solutions, and third-party digital content and applications worldwide. Market cap at $628.28B, most recent closing price at $670.23.
7. Research In Motion Limited (RIMM, Earnings, Analysts, Financials): Designs, manufactures, and markets wireless solutions for the worldwide mobile communications market. Market cap at $3.42B, most recent closing price at $6.52.
Written by Chris Lau. To get a snapshot for each company, click on the company icon. To get more detailed fundamental information on any of the companies, open the snapshot and select “number cruncher.”
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