Shipments of Chromebooks outpaced Macs in the US for the first time in Q1 2016, that’s according to data from IDC shared during a session at Google’s I/O developer conference today.
Ahead of Apple’s Q3 earnings call where analysts expect the company to beat its own top-end guidance, Consumer Intelligence Research Partners today shared its latest numbers on iPhone and iPad sales for the quarter.
While analysts are expecting Apple to announce sales of iPhones as high as 40 million units for the quarter representing a 15% increase from last year, CIRP gives us some insight into how iPhone and iPad models sold relative to flagship models last year. It’s also an interesting look at how Apple’s two model iPhone approach is working while continuing to sell previous generations. The iPhone 5s, according to CIRP’s research, accounted for 62% of iPhone sales vs 52% for the iPhone 5 at the same time last year. The data shows Apple is selling more of its most expensive, high-end flagship models as a percentage of its over all sales for compared to last year:
“Once again, Apple’s premium iPhone 5S sold well in the quarter,” said Josh Lowitz, CIRP Partner and Co-Founder. “It appears that in the US, Apple sells the 5S model at the expense of the iPhone 5C, which continues to sell much slower than the similarly- priced iPhone 4S in the same quarter last year. The entry-level ‘free’ or subsidized price point maintains its 16-18% of iPhone sales.”
As for iPad sales, the report notes the iPad Air captured a much higher percentage of Apple’s tablet sales relative to its flagship models last year. “The comparable flagship tablet last year, the iPad with Retina, accounted for less than a third of sales, while the iPad Air has over half. The small format iPads held their own at more than a third of sales, adding the higher-priced iPad Mini with Retina to the product mix. The $399 full size iPad with Retina seems to be stuck in the middle, at only 10% of sales.”
The report covers data for Apple’s fiscal Q3 that includes the three month period ended June 30. Apple’s conference call to announce its Q3 financial results is scheduled for tomorrow at 2PM PT/5PM ET.
With Apple’s upcoming fiscal Q3 earnings call just around the corner, analysts are predicting the company sold as many as 40 million iPhones during the quarter that ended last month. That’s on the high side of estimates complied by Fortune, however. Estimates from a poll of 26 analysts includes predictions ranging from 31.8 million to almost 40 million units. The average of estimates comes in at 35.88 million.
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Update: Some 9to5 readers in the UK report an estimated delivery date of Nov. 15th.
Many online orders for the Retina iPad mini have yet to ship, but today a large number of users have now received delivery estimates from Apple and UPS. At least in the US, 9to5 readers report their Retina iPad mini orders will be arriving as early as Monday, Nov. 18. That’s the earliest estimate from UPS, but Apple is also quoting a Nov. 21st delivery date for many day-one iPad mini orders. Shipping times from Apple remain at 1-3 or 5-10 business days for all models of the device in all launch countries, but word has it supplies could be tight leading into the holidays.
My iPad Mini Retina that I ordered yesterday, shipped yesterday. Expected to arrive on Monday!
— David Heyman (@dcborn61) November 13, 2013
My iPad Mini Retina has shipped already!!!
— RST_ (@thatchman1) November 13, 2013
My iPad mini shipped!
— Evan Coleman (@evandcoleman) November 13, 2013
My iPad mini with Retina display has shipped. FedEx says it’ll come faster than Apple thinks. Either way, should JUST beat my France trip.
— Lex Friedman is @lexfri@hachyderm.io (@lexfri) November 13, 2013
https://twitter.com/gannonnordberg/status/400595913544335360
Earlier this month, Apple started pushing back the estimated shipping times for its new line of 21.5-inch and 27-inch iMacs. Apple CEO Tim Cook previously warned prior to the launch of the new lineup that the company expected significant delays leading into the holidays. While the 21.5-inch iMacs are still listed at “7-10 days” on at least Apple’s United States and Canada online stores, the 27-inch model is now listed as shipping in “January”. Apple previously displayed “3-4 weeks”. While we are obviously now only three weeks out until January, the change could mean further delays for the new iMacs and possibly shipments late into January as opposed to at the start of the month.
Apple is all set to announce its fiscal Q4 financial earnings today, during a conference call with company executives scheduled for 2 p.m. PST/ 5 p.m. EST. iPhone 5 sales are expected to be a topic of conversation, of course, while recent predictions from 59 analysts provided an average estimate of 26.3 million iPhones total for the quarter. Today, Forbes posted revised estimates from 36 of the analysts that also includes predictions for iPhone, iPod, Mac, and other product sales.
A few things we already know from CEO Tim Cook’s announcements during the iPad mini event: 5 million iPhones 5s sold during opening weekend, 3 million new iPod nano and touch units sold, and 200 million iOS 6 devices. Cook also noted the company has now sold 100 million iPads in 2.5 years and more iPads in June than any PC manufacturers’ entire PC lineup.
In Q3 Apple reported revenues of $35 billion. As for Q4, Apple predicted during its last conference call that revenues for the fourth quarter would be around $34 billion with diluted earnings per share of about $7.65. Today, Forbes pointed us to updated estimates from Wall Street showing a consensus of $8.81 on sales of $36.02 billion.
Forbes has also posted revised estimates from 36 analysts (below). Among the 20 pros in the group, the average estimate is $8.75 on sales of $35.51 billion. The independents, on the other hand, have earnings of $9.66 on sales of $37.23 billion.
As you can see from the chart of the 36 analysts below (pros in blue), the high-end of iPhone estimates hit the 32 million-unit mark, while one independent has Mac sales as high as 5.70 million units:
Apple has been selling iPhone 5’s as fast as they can make them since its mid-September launch. However, pre-order delays and retail shortages related to manufacturing troubles meant Apple was a little shy of the 10 million units predicted by analysts for opening weekend. We know Apple sold at least 5 million iPhone 5 units during the first three days of its retail launch starting Sept. 21. With a slow start and strong finish to the quarter ending on Sept. 29, today we get estimates from 59 analysts predicting iPhone sales for Q4 courtesy of Fortune. Apple is set to announce earnings for Q4 later this month on Oct. 25.
The average of the group is 26.3 million units, just slightly over the 26 million Apple sold in Q3 2012 (pros in blue, amateurs in green):
Research firm Gartner released its numbers today for “Worldwide Mobile Device Sales” during Q1 2012. There are not many surprises in the report when it comes to Apple, but Gartner estimated Samsung sold 38 smartphones during the quarter, which is less than the 42.2 million estimated by IDC earlier this month and more than the 32 million by IHS iSuppli. With Apple confirming 35.1 million iPhones sold during the quarter, Gartner’s numbers put Samsung as the both the No. 1 smartphone and overall mobile device vendor. The report also noted Samsung and Apple together accounted for 49.3-percent of the global smartphone sales, which is up from just 29.3 percent in Q1 of last year:
“The continued roll-out of third generation (3G)-based smartphones by local and regional manufacturers such as Huawei, ZTE, Lenovo, Yulong and TCL Communication should help spur demand in China. In addition, the arrival of new products in mature markets based on new versions of the Android and Windows Phone operating systems (OSs), and the launch of the Apple iPhone 5 will help drive a stronger second half in Western Europe and North America. However, as we are starting to update our market forecast we feel a downward adjustment to our 2012 figures, in the range of 20 million units, is unavoidable.”
On the platform side, Gartner’s report estimated both Android and iOS accounted for 79 percent of global smartphone sales—up from just 53.3-percent in Q1 2011. Of that 80 percent, Android grabbed 56.1-percent, which is slightly higher than the 51 percent of the United States market, according to estimates from comScore earlier this month. Apple took in the remaining 22.9-percent, which is less than the 30.7-percent comScore estimated for the U.S. market:
Gartner analysts said the smartphone market has become highly commoditized and differentiation is becoming a challenge for manufacturers. “At the high end, hardware features coupled with applications and services are helping differentiation, but this is restricted to major players with intellectual property assets. However, in the mid to low-end segment, price is increasingly becoming the sole differentiator. This will only worsen with the entry of new players and the dominance of Chinese manufacturers, leading to increased competition, low profitability and scattered market share.”
Today, research firm IDC published its Q1 2012 report of top mobile phone and smartphone shipments worldwide. While Apple was able to post impressive growth with a high of 8.8-percent of the total mobile phone market (up from 4.6-percent a year ago) and 24.2-percent of the global smartphone market (up from 18.3-percent), Samsung was able overtake Apple for the top spot with a year-over-year change of 267 percent and 29.1-percent of the total smartphone market. Samsung also took the top spot of global mobile phone marketshare from Nokia for the first time since 2004.
Meanwhile, the worldwide smartphone market grew 42.5% year over year in 1Q12, as Samsung overtook Apple for the smartphone leadership position. Vendors shipped 144.9 million smartphones in 1Q12 compared to 101.7 million units in 1Q11. The 42.5% year-over-year growth was 1% higher than IDC’s forecast of 41.5% for the quarter, and lower than the 57.4% growth in the fourth quarter of 2011
In terms of shipments among smartphone vendors, Apple took the second spot behind Samsung up from 18.6 million units in Q1 2011 to 35.1 million in Q1 2012. Apple was only behind Samsung with 42.2 million units shipped, up from just 11.5 million a year ago.
The company does not publicly release shipments from Samsung, and IDC’s number of 42.2 million smartphones shipped during Q1 is significantly more than the 32 million estimated by IHS iSuppli just days ago. If IHS’s estimate were correct, it would put Samsung much closer to the 35.1 million devices Apple confirmed it shipped sold during the quarter.
Last time we checked with research firm IDC, they listed Apple at 68.3-percent of the worldwide tablet market with approximately 9.3 million units of the iPad 2 shipped in quarter two of 2011. While the firm’s estimates for Q3 saw a drop to 61.5-percent of the market, Apple still leads the market and increased shipments from the 9.3 million in Q2 to approximately 11.1 million units in Q3.
To put that in perspective, Apple’s closest competitor, Samsung, is over 10 times behind with just 5.6-percent of the market. The overall tablet market increased 23.9-percent to approximately 18.1 million units, representing a 264.5-percent increase from the year-ago quarter.
As for where Apple stands in comparison to the overall Android tablet market, IDC expects Android tablet market share to increase rapidly in Q4 from just 33.2-percent in Q3 to 40.3-percent. It’s important to note that IDC recently included “media tablets,” such as Amazon’s Kindle Fire and Barnes & Noble’s Nook Tablet, in their worldwide tablet market estimates. These additions will more than likely account for much of the increase.
This morning, Morgan Stanley significantly raised its forecasts for 2012, predicting Apple could possibly sell 90 million iPads during the year (in addition to 190 million iPhones). The analysts apparently have high hopes for Android 4.0’s ability to offer a competitive alternative to iPad going forward:
IDC has just released their second quarter results for tablet and eReader shipments as well as an updated forecast for the remainder of 2011. While Apple continued to dominate with 68.3% of the global market during Q2, IDC expects Apple’s share to fall as vendors bring competitive Android devices to market later this year and early next.
The study reports second quarter tablet shipments worldwide increased 88.9% (303.8% year over year) citing robust demand for the iPad 2 and sales of 9.3 million units, leading the firm to raise its estimates for the remainder of 2011 from 53.5 million units to 62.5 million.
From the report:
