Microsoft's acquisition of Nokia’s handset unit has paved the wayrnfor it to propagate its Windows Phone software on mobile devices.rnBMI believes the deal outlines three important trends in the Asianrnsmartphone market. First, it highlights the huge smartphone opportunityrnin Asia, a region where Nokia has had substantial handsetrnpresence and where Microsoft is keen to boost its Windows-poweredrnphones. Second, we are bearish on the outlook of Nokia's handsetrnsales in Asia, given the forecast rise of cheap, local smartphone producers.rnFinally, we expect Android-powered smartphone to entrenchrntheir market dominance further at Windows’ expense.
展开▼