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March 02, 2012 at 12:23 PM EST
Huawei, ‘Lumia,’ ‘One X’ Stars of MWC, Says Morgan Keegan
Morgan Keegan’s Tavis McCourt today reflects on the developments observed this week at the Mobile World Congress telecom show in Barcelona, Spain, which wrapped up yesterday, Similar to remarks by Canaccord Genuity’s Mike Walkley, McCourt sees China’s Huawei (002502CN) as having been the big event for the week: Huawei was the story of the show, with [...]

Morgan Keegan’s Tavis McCourt today reflects on the developments observed this week at the Mobile World Congress telecom show in Barcelona, Spain, which wrapped up yesterday,

Similar to remarks by Canaccord Genuity’s Mike Walkley, McCourt sees China’s Huawei (002502CN) as having been the big event for the week:

Huawei was the story of the show, with a range of smartphone and tablet launches that for the first time, bring the quality of its products (at least in terms of look and feel) to that of any other Android competitor.

From which McCourt concludes, “Clearly, the commoditization of Android looks like it may even accelerate further with Huaweii seeming to be more competitive at the high end.”

After compiling a database of all new phones announced at the show, along with their existing competition in the market, McCourt concludes, “Probably the most interesting upcoming smartphone battle will be the near simultaneous launches by AT&T (T) of Nokia’s (NOK) Lumia 900 and the HTC (2498TW) One X.”

Given the substantial marketing campaigns dedicated to both, the fact that they are launching on a network where 81% of smartphone sales last quarter were iPhones, and each vendors’ need to make this launch successful given recent trends, these launches should be quite telling as to whether any device can slow down iPhone’s momentum in the US.

Fin

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