Strategy Analytics ▪ March 21, 2013
Strategy Analytics ▪ February 20, 2013
Update: While it’s hard to read too much into these reports, Foxconn told The Wall Street Journal the freeze on hiring is a result of “a high employee return rate following the Lunar New Year holiday.”
According to the report from Financial Times, Apple’s major assembly partner Foxconn has halted new hiring at its facilities due to a slow down in production for the iPhone 5:
The suspension in hiring by China’s largest private sector employer and the biggest assembler of Apple products, is the first such countrywide move since the 2009 downturn, prompted by the financial crisis. It underscores the weakening demand for some Apple products, which has put pressure on the US company’s battered share price.
Foxconn confirmed it is not currently hiring in its plants located in mainland China, and FT reported the company’s employees were informed that hiring would stop until at least the end of March “in response to reduced orders for the iPhone 5.” While the iPhone 5 doesn’t seem to be experiencing a slow down, according to the latest numbers from Strategy Analytics, the March time frame would line up nicely with rumors of iPhone 5S production beginning in March. Many analysts are calling for a June or July launch of the next-generation iPhone, and Apple could begin initial production as early as next month if true. The decreased production at Foxconn is likely thanks to the expected falloff in new sales in the months following the busy holiday season. Less likely is speculation that Apple could be switching manufacturers.
Recruiters in China told FT that Foxconn has stopped hiring specifically for the iPhone and iPad production lines in many of its factories:
Strategy Analytics ▪ February 6, 2013
Following a report from Strategy Analytics earlier this month that had Apple as the No.1 mobile phone vendor in the United States for the first time, research firm comScore is out today with its stats for the three-month period ending in December 2012. ComScore looked at the top smartphone subscribers by OEM and the top smartphone platforms, which doesn’t include mobile phones other than smartphones like Strategy Analytics’ report.
According to the report, Apple was able to increase its share from 34.4-percent in the September quarter to 36.3-percent last quarter. Samsung also increased its share—although was significantly behind Apple but still up from 18.7-percent in the quarter before—to 21 percent of the market. HTC, Motorola, and LG rounded out the last three spots in the category with 10.2-percent, 9.1-percent, and 7.1-percent of the U.S. market in December. While Apple was able to grab the top smartphone vendor position, Android maintained its lead over iOS as the top smartphone platform during the quarter.
Google captured 53.4-percent of smartphone subscribers with Android in Q4, up from 52.5-percent in September. In comparison, Apple came in at 36.3-percent and posted a slightly larger increase than Android with two points from 34.3-percent the quarter before. Growth for iOS and Android, like in previous months, comes at the expense of declines for BlackBerry and Microsoft.
Canalys also released a report today that tracked worldwide PC shipments in the fourth quarter—a category that also includes iPads. According to the report, Apple continued its lead in the PC market by hitting over 20 percent for the first time with over 27 million units shipped. Macs accounted for 4 million of those units, while the report estimated iPad mini made up about half of the remaining 23 million iPads:
Strategy Analytics ▪ January 28, 2013
According to the latest numbers from Strategy Analytics that measure global smartphone operating system shipments and marketshare for the fourth quarter of 2012, iOS and Android together accounted for 92 percent of all shipments. Both iOS and Android were able to significantly increase market share over Q3, while global smartphone shipments over the entire year reached a record 700.1 million units.
As for iOS, Apple grew 29 percent annually by selling 135.8 million iPhones throughout the year. The company captured 22 percent of the market in Q4, down from the 24 percent it held in the year-ago quarter, and its share of the smartphone market for the year comes in at 19.4-percent. According to Strategy Analytics, that is up slightly from the 19 percent it took during 2011.
With the “others” category shrinking from 32.3-percent of the market in 2011 to just 12.2-percent in 2012, Android was able to post the largest gains jumping to 70.1-percent of the global market during the fourth quarter from 51.3-percent a year ago. The other category of course includes other platforms, such as BlackBerry, Symbian, Bada, and Windows, all of which together only grabbed 7.9-percent of the market in Q4 2012. That’s down from 25.1-percent in Q4 2011. Android’s gains are clearly at the expense of the “others,” as Apple continues to slowly gain marketshare as well.
Strategy Analytics ▪ January 25, 2013
While Samsung has conveniently left specific smartphone sales numbers out of its Q4 earnings release yesterday (as usual), today we get a look at the latest estimates for the quarter coming from research firms Strategy Analytics and IDC.
We know that Apple sold 47.8 million iPhones during the quarter, and today both research firms put Samsung just over 63 million units for Q4 2012. That means Samsung was able to capture 29 percent of the market last quarter (up from 36.2 million units and 22.5-percent of the market in the year ago quarter). Apple is of course a close second among the top five smartphone vendors with 21.8-percent—down slightly from the 23 percent it held in the same quarter last year. In Q4 2011, Apple and Samsung were neck and neck at about 23 percent of the market each.
The increasing market share for Apple, and especially Samsung, over the past year comes at the expense of Nokia. It experienced a drop from 16 percent to 5 percent of the market during the past year. expand full story
Strategy Analytics ▪ October 26, 2012