The sad decline of HTC

HTC has now given up every penny of revenue growth it picked up from Android. ​

Screen Shot 2013-03-06 at 9.44.14 AM.png

Of course, some sort of fall-off was to be expected, given the age of the portfolio and the overhang from the upcoming HTC One. But this is horrible, especially given China is supposed to be a key market and this was the Chinese New Year buying season. ​

THe HTC One is a very nice phone, incidentally. But then, last year's portfolio was nice too. In today's handset market, nice hardware is necessary but insufficient to compete. ​

Benedict Evans