Sony Ericsson loses $235 million in 4th quarter, 5% market share

[Bodhesatva]

A 40% drop in sales? Goodness.

Sony has experienced a pretty major drop in marketshare in virtually all of their markets. In a few -- notably Music Players, Game Players and now Phones -- these drops have been dramatic, as Sony has been disrupted by Apple and Nintendo. In others -- such as TVs -- the drop is less dramatic, but Sony is being relentlessly undercut by companies like Samsung that can produce products of similar quality at much lower cost margins.

It's a sticky situation. I think they'll need to compromise more, and may need to jettison more divisions.