Androidí závody až na (cenové) dno

After strong gains in Europe and China, the Chinese vendors are now going to attack the US smartphone market in 2012. Squeezed between Apple and Samsung at one end, the Chinese low-cost vendors at the other, mid-tier vendors may be about to demolished. LG, HTC, Motorola, Sony – their bad 4Q11 performances are just a prelude to a devastating 2012. It would not be surprising if Google opts to wind down Motorola’s handset operations sometime over the next two years and Sony bails out entirely.

ZTE and Huawei demonstrated in the UK market last year just how little brand loyalty consumers have when they see a white label smartphone undercutting second-tier brands by 30-60%. We are likely to witness a US sequel to this phenomenon this year. Globally, the industry could well witness smartphone ASP erosion that is substantially faster than projected.
Forbes, How China Ate Android