According to Canaccord Genuity analyst T.Michael Walkley sales of Blackberry 7 devices are slowing across the board. To come up with this conclusion Walkley checked inventory at T-Mobile, Verizon and Sprint. Although it isn’t reported that he checked AT&T we already know that AT&T’s smartphone push is all Android and iOS.
More after the break
Walkley credits this trend in fading Blackberry 7 sales to the introduction of the new iPhone 4S, the reduction in cost of earlier iPhone models and new high end Android devices.
Walkley also suggests that Android sales in the sub $200 range in emerging markets are hurting Blackberry in areas where they thought they would dominate. Last year at AllthingsD’s mobile event, RIM co-CEO Mike Laziridus told Walt Mossberg and Kara Swisher that Blackberry was still strong in emerging markets. That doesn’t seem to be the case any longer.
To make matters worse for RIM/Blackberry, introduction of the Kindle Fire, Nook Tablet and other 7″ tablets in the $200-$300 range are making it harder and harder for the Blackberry Playbook to survive. Several websites are suggesting that Best Buy is in fire sale mode on the 7″ RIM tablet, discounting the 16gb version to just $200.
RIM isn’t expecting a device refresh until Q3 2012 when they are supposed to introduce new BBX handsets. While we love Android it’s kind of sad to see Blackberry in such a weak position because after all most of us “Android Guys” were Blackberry Guys at one point in time.