Welcome to the future. On the left is the first AndroidNoG phone that I’ve actually played with. On the right is my Nexus S. I borrowed the ZTE for Show-N-Tell (hey, it’s my bday) with an angel tomorrow. The RIM guys have been snowing him about what’s going on in SE Asia. This phone will cure that fast.
It’s a ZTE device ($ ZTCOY.PK, and yes I’m long the stock) sold by China Unicom, a couple of carriers in the UK and Finland, etc. Read this post on ZTE’s market share and watch this ZTE demo video. The phone is easily Nexus One quality and has a BOM of USD60. It’s SRP is about USD150. The developing world often hits volume on phones at an SRP of USD70. That’s at most 18 months from now, and it might happen this calendar year.
I refer to it as AndroidNoG because it is sold without any Google apps and is therefore not subject to any of Google’s licensing restrictions. I regard AndroidNoG as a separate OS from Android and expect it to be the #1 mobile OS in Asia within 36 months and be a contender for the #2 OS in the US and Europe. It’s exactly how Baidu expects to dominate search on Android in China and is reportedly the basis for the Facebook phone.