global Stories January 28

AAPL: 94.09

0.67
Stock Chart

We learned this week that Apple shipped 74.8 million iPhones globally during the recent holiday quarter, which is just slightly up from the 74.4 million shipped during the same quarter the year prior and just under the 75 million that analysts expected.

Today Strategy Analytics has released new data showing how Apple’s last two years of shipments compare to competitors like Samsung and Huawei. The data also breaks down how Apple’s global smartphone marketshare stacks up to those same competitors.

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The eye-popping chart above (via Fortune) shows Apple is on course to take control of global market share for portable computers (laptops, notebooks, and tablets) in the second quarter of 2011 – but that’s only as some analysts switch to accounting iPads as computers. Deutshe Bank’s Chris Whitmore, author of the chart, describes his findings:

Within the computing market, we see significant opportunity for Apple to take meaningful share in the second half as the Microsoft / PC ecosystem is relatively stagnant, lacking meaningful new offerings.

Many will be quick to point out the spike is due to taking iPad sales into consideration, a device that many analysts debate shouldn’t be considered as a competitor to notebooks and other portable PCs. However, Apple is steadily gaining ground on Dell, Hewlett-Packard, and Microsoft even without the iPad. Whitmore explains:

On the other hand, Apple will be competing with an upgraded Mac OS, new MacBook Airs (and other forthcoming Macs) and a new iPad iOS. Within the Tablet market, the iPad remains the Gold Standard as competitors struggle for mindshare and traction (note HP’s price cuts on the TouchPad). Meanwhile, competing PC manufacturers have suggested Ultrabooks won’t ramp in material volumes until 2012 due to challenges driving price points meaningfully below Apple’s Air. As such, Apple appears particularly well positioned for more share gains heading into the back-to- school and holiday selling season.

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