International Data Corporation Stories January 26, 2015

Fortune has done its usual analyst poll ahead of Apple announcing its Q1 earnings tomorrow, and Wall Street is expecting the company to significantly out-perform its earnings guidance of $63.5 to $66.5B.

The consensus among the analysts Fortune polled — 20 professionals and 15 amateurs — is that Apple’s total sales for fiscal Q1 2015 will come in at about $68.3 billion, up 21% year over year.

That would be $1.8B above the upper end of the expectations Apple set back in October …  expand full story

International Data Corporation Stories November 7, 2014

Final IDC numbers for U.S. PC shipments confirm Mac hit highest ever market share

IDC has finalized the preliminary PC shipment numbers released last month, confirming that the Mac hit its highest ever share of the U.S. market at 13%. Apple regained the place in lost to Lenovo back in April, moving back into third place behind HP at 28% and Dell with 24%.

Apple reported year-on-year growth of more than 20% in its Q4 earnings report, with Mac sales of 5.52M. In a subsequent interview with the WSJ, Tim Cook asked:

Would you rather own the Mac business or any of the Windows OEMs?

We learned recently that Apple’s share of the worldwide tablet market fell markedly from 29.2% last year to 22.8% this year, thanks to both falling sales and an increase in the number of competitor tablets, especially at the low end. The news was not all bad, however, with U.S. data showing that the iPad continues to dominate web usage, accounting for almost 80% of North American tablet traffic on the web, leaving its three largest competitors all down in single digits.

International Data Corporation Stories September 9, 2014

iphone6

Last time we asked you, back in April, we’d seen only reports and alleged molds for the two different sizes of iPhone 6. At that stage, 60 percent of you planned to buy the 4.7-inch iPhone 6, with just under a third eyeing-up the 5.5-inch model. A further 8 percent were planning to stick with existing models, and two percent expecting to get a Droid.

Since then we’ve of course seen a huge number of leaked parts, and even what appear to be working versions of the 4.7-inch model. Both models are now expected to go on sale on 19th September, so we thought it would be interesting to see if and how your plans have changed

Choose your storage options and colour below: expand full story

International Data Corporation Stories April 10, 2014

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.

International Data Corporation Stories February 19, 2014

Apple’s market share in China started climbing even before China Mobile deal; Russian sales double

While smartphone growth is slowing in China, Apple managed to increase its market share from 6 to 7 percent in the final quarter of 2013, even before the China Mobile deal was struck. IDC figures reported by the WSJ show that Apple is now the fifth largest smartphone seller in the country, behind Samsung, Lenovo, Coolpad and Huawei. Xiaomi sits just behind Apple at 6 percent.

Apple’s share is likely to increase significantly in the current quarter, thanks to finally being sold through China’s largest carrier, China Mobile. The carrier has more than 760M subscribers, and analysts have estimated that the deal will generate between 15M and 30M additional iPhone sales in the course of 2014.

iPhone sales in Russia, meantime, doubled to 1.57M units with a total value of $1B, reports Bloomberg. Apple had struggled to persuade Russian carriers to sell the iPhone due to its high price and laws that forbid carriers from discounting up-front prices in return for signing up to lengthy contracts. After selling through electronics stores, however, three Russian carriers resumed selling iPhones within the past few months.

The so-called BRIC markets – Brazil, Russia, India and China – are of huge importance to Apple now that the U.S. and Europe have reached saturation point. While Apple will never compete in market share with the low-end Android handsets available in these markets, there is still significant growth potential at the high end. In an earlier WSJ interview, Tim Cook said:

I look at the mobile phone market as having three kinds of phones: feature phones, smartphones that function as or are used as feature phones, and real smartphones. I do care about the market share of the last category and you want to be relevant.

The importance of the BRIC markets was illustrated when it was revealed that Apple’s Asian sales had outstripped those of Europe even by Q1 of last year. Next quarter’s China numbers are going to make very interesting reading.

International Data Corporation Stories January 28, 2014

A billion smartphones were sold last year, says IDC

A billion smartphones were sold in 2013, according to IDC data, the first time the milestone has been hit. The number represents one smartphone sale for every seventh man, woman and child on the planet.

IDC says that price has been the main driver for growth, putting yesterday’s market share stats into perspective.

Markets like China and India are quickly moving toward a point where sub-$150 smartphones are the majority of shipments

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