So we have the numbers on the N9 at about 1.75 million units sold in Q4. Those are spread across five of the six Nokia regions and very splintered. We can calculate that the average market share of the N9 sold in all the countries where it had launched, was 3%. This is quite impressive as it is significantly more expensive on average than the Lumia pair, and sold in mostly countries of far lower income levels than the mostly very affluent European and Asian countries where Lumia launched. But still, it is an imperfect measure for sure.
The only region where we have otherwise very solid numbers, that this can be used, is China. The N9 launched in China. And as it alone forms more than half of the total N9 launch country footprint, we can use the 3% as a reasonably accurate measure for the China market and do a similar analysis. For China Nokia smartphone market share, we obviously can use the whole China market. So out of about 37 million smartphones sold in China in Q4, Nokia sold 4.5 million units and achieved 12% market share. When we calculate 3% out of the China smartphone market of 37 million, we get 1.1 million units of N9 smartphones. How many is 1.1 million N9 MeeGo devices out of Nokia's total China smartphone sales of 4.5 million? Yes. 24%
So in China, where incomes are far lower than in Europe, and for the N9 which is more expensive than the Lumia phones, when a Chinese smartphone salesperson has gotten a customer to buy a Nokia, in one case out of every four, it is an N9 !!!!
A year ago, Nokia's genuine flagship smartphone, on Symbian, N8 achieved 22% of every Nokia sales in Europe. Now in China, Nokia's current genuine flagship smartphone, the N9 on MeeGo achieves 24% of every Nokia smartphone sales in China. But the Lumia 800, the fake flagship, on Windows Phone, achieves only 8% of Nokia smartphone sales in Europe. What is wrong with this picture? Is it just me? Or is the mathematics not compelling.
And don't take it from me. Think only from the angle of the sales rep. These premium smartphones carry higher commissions of course. So. With the N8 a year ago, if a sales rep saw a customer walking into the store asking about Nokia, in more than one case out of five, the salesguy achieved a sale of the premium N8. Today, if a customer walks in, in an N9 country, and the customer asks for Nokia, in one case out of every four, the sales rep gets a sale of the N9! But in the Lumia countries, if a customer asks for a Nokia, the sales rep has to push the Lumia to 12 customers who all will buy Nokias, to find one willing to take the Lumia. This is an utterly lost cause. The sales reps are nothing if not money-driven, and they learn very soon what is futile sales. They learned in Europe already that the Lumia is a dead dog. They are learning it now in the early Asian markets and the US sales reps are shortly learning that on T-Mobile and AT&T as well. If you have to push the device to 12 promising customers and 11 of them refuse the model, but accept the brand, you very soon find out what other (Symbian OR MeeGo based Nokia branded) smartphones those customers would rather prefer. Salespeople are not stupid.