Market share Stories August 5, 2015

AAPL: 114.64

-3.80

Kantar data suggests that the iPhone increased its market share during Q2 in all of the countries it surveyed bar the USA. Apple’s share of the smartphone market grew in China, Australia and all five of Europe’s largest markets, defying the usual lull in sales seen during the run-up to a new model in September.

Apple iOS returned to growth across all of Europe’s ‘big five’ markets [of] Great Britain, Germany, France, Italy, and Spain,” reported Carolina Milanesi, chief of research at Kantar Worldpanel ComTech.

Kantar surveyed buyers to determine the reasons they selected the iPhone over Android rivals, with owners listing four main factors …  expand full story

Market share Stories August 3, 2015

AAPL: 121.30

-1.07

Apple has lost its top position in smartphone shipments in China, reports Canalys, falling from the #1 slot it achieved in Q4 of 2014 to #3 in Q2 of this year.

Canalys did not reveal Apple’s market share (a number it would like its clients to pay for), stating only that Xiaomi took the top slot with a 15.9% share, with Huawei close behind at 15.7%. A separate market size estimate from Counterpoint, with similar numbers, suggests that Apple’s market share in the country may have fallen to around 12.2% …  expand full story

Market share Stories July 30, 2015

AAPL: 122.37

-0.62

sa-market-share

Strategy Analytics has issued its latest estimates of global mobile phone shipments, and reports that Apple’s market share climbed from 8.2% in Q2 2014 to 10.9% in the same quarter this year. Apple revealed in its latest quarterly earnings that it saw iPhone sales climb 35% year-on-year to 47M units.

The research firm said that Apple’s dramatic growth in iPhone shipments contrasted strongly with an overall industry growth rate of just 2% …  expand full story

Market share Stories July 23, 2015

IDC has just released its smartphone market share data for Q2 2015, and at least one thing is clear: Samsung is still struggling, and Apple is still doing really well. The Korean company’s smartphone market share dropped from 24.8% to 21.7% year-over-year, a 3.1 percentage point drop. Conveniently, while other manufacturers made gains as well, Apple’s numbers are up about the same number — 2.4 percentage points year-over-year to 14.1%… expand full story

Market share Stories July 13, 2015

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 …  expand full story

Market share Stories June 29, 2015

Fitbits are outselling Apple Watches … for now

Bloomberg uses Slice Intelligence data to show that Fitbit is actually still doing well as Apple Watch orders begin to level off from launch day highs. In fact, the data from Slice, however accurate that is, shows that Fitbits are actually outselling Apple Watches.

But it is hard to compare the two: Apple’s costs $350-$400 to start, where Fitbits start at around $55 and only go up to $250.

But the same could even be said for $99 Pebble watches really. Or Android Watches which often start below $99 for certain models.

The flip side however is that people who have an Apple Watch aren’t in the market for a Fitbit, but Fitbit users are prime market for the Apple Watch.

According to Slice, less than 5 percent of people who bought a Fitbit since the end of 2013 have also purchased an Apple Watch. About 11 percent of people who bought an Apple Watch had purchased a Fitbit product over that period.

Also, Apple’s distribution of the Apple Watch hasn’t really even started yet. There’s no Apple Watch at Target, Walmart, Best Buy or any of the big retail chains. In fact, Apple can barely keep up with demand within its own stores.

Apple Watches will also drop in price as new models come out, bringing the price of base models more in line with the competition. It is certainly hard to imagine how Fitbit will keep up as more and more of its market is subsumed by the Apple Watch and its ecosystem, and Fitbit doesn’t appear to want to play nice with Apple. With the fitness tracker maker entering the true smartwatch territory with its $250 Surge, Apple last year returned the favor by removing Fitbit products from its stores.

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