Market share

Research firm IDC is out today with new data on the state of the tablet and 2-in-1 market in the first quarter of 2014. As you might expect after Apple’s most recent earnings report, Q1 unit shipments of iPad were down by 3 million from 19.5 million to 16.4 million between 2013 and 2014. For its part, Apple attributes its Q1 2013 iPad sales as inflated due to demand for iPad mini in Q4 2012 being fulfilled in the following quarter when supply was less constrained.

That may be, but the iPad also saw a drop in tablet market share between the first quarter of 2013 and the first quarter of 2014. According to IDC’s data, Apple dropped from 40.2% market share in Q1 2013 to 32.5% market share in Q1 2014 while Samsung saw unit shipments increase as well as marketshare. Despite Samsung’s gains, though, Apple still dominates the tablet market more than any other one company leading Samsung by 10 percentage points in market share.
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Apple went over its Q2 2014 earnings today on its quarterly conference call with CEO Tim Cook and incoming CFO Luca Maestri. The company announced that former Burberry CEO Angela Ahrendts will finally be joining the executive team as SVP of Retail. Cook also addressed the recent debut of Microsoft’s Office productivity suite on the iPad.

But, as with any earnings call, the numbers that define Apple’s success or failure in the market took center stage. Here are some of the big ones you might have missed:

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Strategy Analytics reported its tablet figures for 2013 and unsurprisingly, iPad remains in first place with 33.9% marketshare. Marketshare growth has dipped slightly, however, year-on-year as iPad accounted for 35.7% of tablet sales in Q4 2012.

In terms of unit growth, Apple rose 14% compared with the year-ago quarter. The second-place position goes to Samsung, with 17.7% marketshare (although this means annual growth was more than 80%). Apple sold just under double Samsung’s shipments for the period, so even though Apple’s growth has slowed, there is still a significant gap between first and second place.

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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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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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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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Photo: japantimes.co.jp

Apple’s share of the smartphone market in Japan has hit 37 percent, greater than the 36 percent share in the USA, reports the WSJ.

Sales got another boost in late September when NTT DoCoMo Inc., Japan’s largest wireless carrier, began offering the iPhone for the first time to its 61.8 million customers. Even before that, the iPhone was Japan’s best-selling smartphone, with a 37% market share in the six months ended Sept. 30, according to Tokyo’s MM Research Institute. That’s comparable to the iPhone’s 36% share in the U.S. in the third quarter, according to Kantar Worldpanel ComTech … 
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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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IDC is out today with its latest report tracking worldwide tablet shipments, reporting that total shipments have experienced a sequential decline during Q2 at the expense of Apple and the iPad. Apple already announced that it had sold 14.6 million iPads during the quarter, a significant drop from the 17 million it sold in the year ago quarter, but today IDC gives us some insight into where that puts Apple in its lead over Samsung as the top tablet vendor.

Apple was able to pick up 32.4% of the market during Q2, continuing its lead as the top tablet manufacturer, but dropping from the 60.3% of the market it had in Q2 last year. While Apple’s tablet shipments are clearly suffering from lack of new product announcements this year, it’s also losing share to Samsung and others. IDC reports 277% year over year growth for Samsung, giving it 18% of the market with 8.1 million units shipped during Q2. All of the top 3 vendors– Apple, Samsung, and ASUS– experienced a drop compared to Q1 2013, but the Android tablet makers have experienced significant growth compared to Apple since last year.
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Following stats from comScore late last month for smartphone market share by vendor and OS, research firm Kantar Worldpanel is out today with its own numbers for the three month period ending in May. While Kantar puts Android at the same 52% of the market during May as comScore, it has Apple slightly higher at 41.9% of the market (up 3.5% from the same period last year) compared to the 39% comScore reported:

Through the 3 month period ending May 2013, Android continues to lead smartphone sales at 52%. Close behind is iOS with 41.9% of sales.

Kantar notes that Apple’s increase is thanks to T-Mobile picking up the iPhone 5, which is now the best selling smartphone at the carrier despite only being available since mid April. Thanks to iPhone, T-Mobile could soon increase its share of smartphone sales in the US, as Kantar notes all iPhone models counted for 31% of the carrier’s smartphone sales during the quarter. Currently the carrier holds just 10.1% behind Verizon (34.6%), AT&T (29%), and Sprint (12.7%).

The report notes T-Mobile has been attracting a lot of first time smartphone buyers since getting the iPhone with around 53% upgrading from feature phones:
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Research firm comScore is out today with its usual report covering U.S. smartphone subscriber market share for the three month period ending in May. Over the last three months Apple has gained in both categories including ‘top smartphone OEMs’ and ‘OS usage’, continuing its lead as the top smartphone manufacturer and growing its share of the market by platform.

The previous three month period had Apple at 38.9% of the market, making it the number #1 smartphone vendor in the US over second place Samsung. In May, Apple continues that lead by increasing its share 0.3 percentage points to 39.2% of the market. That’s significantly higher than the 23% Samsung grabbed despite growing 1.7 percentage points during the quarter. In a close race for third place is HTC with 8.7%, Motorola with 7.8%, and LG with 6.7%, all of which dropped less than a percentage point since last quarter.

When it comes to the market by OS usage, Android is still on top, growing 0.7 percentage points to 52.4% this quarter. Apple experienced slightly less growth at 0.3 percentage points to capture 39.2% of the market up from its 38.9% share last quarter. That means the majority of the growth, once again, comes at the expense of BlackBerry and Microsoft.
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ComScore today reported its numbers for smartphone subscribers in the U.S. for the three month period ending in April with Apple experiencing the biggest gains in both categories. The main theme of the report is much the same as we heard in its January and February reports– Apple is up and gaining at the expense of Google and just about everyone else.

When it comes to market share by platform, comScore reports that Google continues its lead with 52.3% (down 0.3 percent since the January quarter), while Apple experienced a slight gain of 1.4 percentage points increasing from 37.8% to 39.2%. That’s compared to BlackBerry at just 5.1% (down from 5.9% last quarter) and 3.0% for Microsoft (down from 3.1%).

Apple also captured the biggest gain for smartphone subscribers by OEM, positioning itself as the No.1 smartphone vendor in the U.S. with 39.2% of the market compared to Samsung’s 22% during the three month period. Filling out the final three positions is HTC, Motorola, and LG:
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Research firm IDC is out today with preliminary data from its quarterly study tracking worldwide tablet market share putting Apple at 40% market share compared to Android’s 56.5% of the market in Q1 2013. In the year ago quarter, Apple held 58.1% of the market surpassing Android’s 39.4%. IDC says Android shipments were increased thanks to strong growth of Samsung’s smaller sized tablets, while ASUS moved into the number 3 spot with 350.0% year over year growth due to strong demand for the Nexus 7:

ASUS managed to move into the number 3 vendor spot as it continued to see decent tablet shipment demand from the highly marketed Nexus 7 device. But, with Google’s I/O conference right around the corner and expectations of an imminent device refresh, the company will need to find a way to sustain its momentum. Amazon fell to the number 4 position, once again the victim of a highly seasonal product cycle.

Despite Apple taking number two behind Android for tablet shipments by operating system, it remains the top vendor by OEM taking a 39.6% share of the market vs Samsung’s 17.9% and 5.5% for ASUS. IDC notes that Apple actually exceeded expectations for Q1, where it typically experiences a drop off in shipments, by selling 19.5 million units compared to a forecast of 18.7 million:
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Research firm comScore is out with its usual monthly report that ranks the top smartphone OEMs and platforms for the three-month period ending in February. Apple continues to grow its lead this month as top OEM in the U.S., jumping 3.9-percent from November to 38.9-percent of the market and increasing its lead on the second biggest OEM by subscribers, Samsung:

Samsung ranked second with 21.3 percent market share (up 1 percentage point), followed by HTC with 9.3 percent share, Motorola with 8.4 percent and LG with 6.8 percent.

It’s important to point out that the shipped vs. sold argument doesn’t apply to comScore’s results, as its data comes from surveys tracking smartphone subscribers and usage and not sales or units shipped. Google grabs the spot as top smartphone platform at the end of February, but Apple continues to close the gap capturing 38.9-percent of the market (up from 35 percent) compared to Google’s 51.7-percent (down from 53.7-percent):
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Research firm IDC is out with an updated 2013 forecast for worldwide tablet shipments today and, on top of increasing its prediction from 172.4 million units to 190.9 million for the year, claimed Android tablets would continue to grow and cut into Apple’s market share. IDC said Android will capture 48.8-percent of the tablet market by operating system by the end of the year, while Apple is estimated to take home 46 percent. That’s down from 51 percent of the market for Apple in 2012 and just 41.5-percent for Android in IDC’s previous forecast. IDC estimated tablets in the 8 inches and below category will continue to grow and expects Windows tablets to increase from 1 percent to 7.4-percent by 2017 at the expense of iOS and Android:

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