The supply is spread out all over the world. Nokia don't have any shortage. Qualcom has. The snapdragon is used by too many OEM. Qualcom sumoned TCSM to help meet demand. This demand will beat concensus of 5.4 million NOK smartphone...At this moment we believe NOK already beat the 5.4 million concensus because Asha 308 & 309 are also selling like crazy anywhere it is available
I wrote this concern about dependency on Qualcom - which is very worrisome in MHO -
Here is what wrote on December 4, 2012 - check it out or search on message board
Nokia is too dependent on Qualcom for their Lumia line of phones and I wish Nokia had their own Microprocessor, just like Apple. Devices that depend on other suppliers for hardware are too vulnerable and indefensible. Nokia is dependent on Microprocessors and Display hardware - very critical hardware components that can make or break a company.
If Nokia starts demanding royalties for their patents form Samsung, Samsung may stop supplying Nokia with critical hardware components thus crippling Nokia's ability to produce cost competitive devices. This is just a worrisome situation. I have plenty of Nokia shares long - but these are some worries that keep bothering me.
I too have a story for you.....everybody wondered why I came to a meeting without a heavy bulk of drawings...I told them I have it on the phone. Using "sendit app" & with my USB in my pocket I borrowed their PC & print my drawings on their printer for 11" x 17", cost me nothing on the ink....After the meeting everybody said they are upgrading to W8 & of course with it they have to buy a Wp8 phone...This is just 1 story makes me wonder how many much more out there......Now do you believe my story. That is up to you to decide, isn't it.
I believe it. Nokia is not apple though. All Nokia needs is to sell a solid 1% of China mobile's market. That would be huge for Nokia but unexpected from aapl. remember that aapl trend is down while nok is up so any beating expectations is good for nok even if its still less than apple in figures