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Report: Apple takes 92% of smartphone market profits on just 20% of sales

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Android may have the market share, but it’s an entirely different story when it comes to profit share: the latest estimates from Canaccord Genuity indicate that Apple takes 92% of the profits for the entire smartphone industry despite accounting for only 20% of sales.

Or, as the WSJ puts it:

Roughly 1,000 companies make smartphones. Just one reaps nearly all the profits.

Samsung took a further 15% of the profits – and if you were wondering how that rather odd math works, it’s because most of the other players make a loss, so the two companies make more profit between them than the smartphone industry as whole … 
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Despite decline in iPad sales, Apple remains #1 in combined PC & tablet sales

New data from Canalys shows that Apple remained the market leader in the combined PC and tablet market in Q1 this year, despite a 16 percent fall in iPad sales.

Worldwide, iPad shipments in Q1 fell 16% year on year to 16.4 million and accounted for 80% of Apple’s total PC shipments. Despite this, Apple continued to lead the global PC market. Its share fell both sequentially and year on year from 20% to 17%, due chiefly to the increasingly competitive tablet market.

With many consumers buying tablets in place of laptops, the approach taken by Canalys in combining the two arguably makes more sense than separating them out as other companies do. Tablets now outsell laptops, with desktops the poor relation.

Consumers, and increasingly businesses, are continuing to adapt, with tablets acting as disruptors and finding their place as desktop and notebook replacements. Apple’s ecosystem and the recent launch of Office for iPad should ensure it is well placed to remain a leader for some time.

Worldwide, tablets now account for 41 percent of combined sales, laptops 38 percent and desktops 21 percent.

Strong iPhone 5s sales sees Apple gain market share in Japan, Australia, UK, France & Spain

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Kantar data showed that Apple saw its smartphone market share rise in five out of nine countries surveyed “primarily due to the strong performance of the iPhone 5s.”

The iPhone gained market share in Japan, Australia, UK, France and Spain, with its strongest growth in Japan, where first quarter market share grew by 8.6 percent, from 49 percent in 2013 ro 57.6 percent in 2014. Apple’s success in the country followed a deal with Japan’s largest wireless carrier, DoCoMo.

Japan’s love affair with Apple shows no sign of fading. Even though the iPhone has now been available on Japan’s largest carrier, NTT DoCoMo, for a number of months Apple still accounts for more than 40% of sales on the network. The success of the iPhone is also filtering through to the iPad, with almost a quarter of Japanese iPhone owners also owning an iPad. With smartphone penetration in Japan lagging well behind Europe and the US, Japan will remain a key growth market for Apple …


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Macs fall to 4th best-selling computer in USA (IDC) – or remain 3rd (Gartner)

PC shipment estimates for the first quarter of 2014 are out from both IDC and Gartner, and as usual the two companies disagree. IDC shows Apple falling to 4th place in the U.S., behind Lenovo, while Gartner has the company remaining in 3rd place just ahead of Lenovo.

Both agree, however, that Apple’s U.S. market share has fallen somewhat year-on-year, IDC showing a drop from 11 to 10.3 percent, while Gartner’s numbers show a decline from 11.5 to 10.8 percent. The differences are relatively small, however, with both sets of numbers show that around 1.5 million Macs were sold in the first quarter of the year.

Apple’s share of the global PC market has mostly climbed year-on-year over the past decade.

iPhone market share continues to fall, but it’s Samsung feeling the pressure

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While Android reaching almost 70 percent of smartphone sales across 12 key markets is the headline, with iOS falling to just under 24 percent, it is Samsung feeling the pressure, says Kantar, reporting sales figures for the final quarter of 2013.

After years of accelerated growth, Samsung is now coming under real pressure in most regions, with European share down by 2.2 percentage points to 40.3% and in China its share ended the year flat at 23.7% […]

Apple has lost share in most countries compared with this time last year, but importantly it has held strong shares in key markets including 43.9% in USA, 29.9% in Great Britain and 19.0% in China … 
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iOS/Android market share vs. installed base visualized

 

As the Guardian‘s Charles Arthur points out, market share is a very different thing to installed user-base. The highly-detailed piece is worth reading in full, but the take-out is the bottom graph. That’s what the real world of U.S. smartphone users looks like. Or, to put it in two sentences …

Here’s the reality: at the time this was written, more than 40% of the smartphones in use in the US […] were iPhones. Only about 51% of the smartphones in peoples’ hands in the US are Android phones.

Smartphone adoption as a whole has grown at a rapid rate, and within that iOS and Android have, in the U.S. (and many other developed markets, I’m sure) grown at pretty much the same rate, with a rather modest gap between them.

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How badly Microsoft missed the mobile ship: 70 percent of Windows users own an Apple product

If ever there was a simple visual to illustrate just how slow Microsoft was to wake up to the shift into mobile, it’s this one: a full 70 percent of Windows users also own at least one Apple product.

While there will be some joint Windows/OS X users in there, the majority of them will be people with Windows PCs and either an iPhone, iPad or iPod.

Via Business Insider

iPhone market share in China more than doubled following 5s and 5c launch

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Data from smartphone market intelligence specialist Counterpoint shows that iPhone market share in China more than doubled between September and October even before launching on the country’s biggest carrier, China Mobile.

Apple’s market share rose from just under 5 percent to 12 percent, taking it from 6th place to 3rd place, behind Samsung and Lenovo … 
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iOS market share continues to fall, but Apple unlikely to be worried

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The headline news in the latest IDC stats might look like bad news for Apple: iOS Q3 market share dropped from 14.4 percent last year to 12.9 percent this year. But it’s a number that is unlikely to lead to too many sleepless nights in Cupertino, for four reasons.

First, Apple isn’t competing with most of the Android market, which spans all price-points, only the top end of it. Samsung has been struggling to make money from its flagship handsets, with most of its profits coming from low-end models, while HTC has been in all kinds of trouble. Looking at Apple’s market share in the smartphone market as a whole is the most academic of exercises.

Second, while market share is down, shipments are up: from 26.9M in Q3 last year to 33.8M in the same quarter this year.

Third, for most of Q3 savvy iPhone buyers were holding fire, waiting for the new models Apple launched almost at the end of that quarter. The iPhone 5s and 5c between them notched up a record 9M sales in just the opening weekend. Q4 is where it’s really at … 
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Ten days of iPhone 5s and 5c sales help Apple break 40 percent in U.S. smartphone market

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Apple’s share of the U.S. smartphone market grew by 0.7 percent in the last quarter to reach 40.6 percent, according to comScore data.

Sales of low-cost handsets mean that Android’s position as leading mobile platform is safe, with a marginal drop to 51.8 percent of the market, but Apple remained top of the vendor rankings …


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