Market share Stories May 11, 2015

China approaches smartphone saturation point, shipments fall as penetration hits 90% – IDC

China – long viewed as one of the key growth markets for smartphones – is now approaching saturation point, according to data being released today by IDC. The WSJ reports that smartphone shipments fell for the first time in six years, 4.3% down year-on-year in the previous quarter. Other sources say sales are still growing, but at a much-reduced rate.

Experts say the slowdown is largely driven by the disappearance of China’s first-time buyers. Smartphones now have a more than 90% penetration rate in China, said Tom Kang, research director with market-research firm Counterpoint, meaning just about everybody in China who wants a smartphone already has one. “China is now a replacement market,” Mr. Kang said.

While the news may be bad for many smartphone manufacturers, Apple is less likely to be affected as existing owners upgrade from low-end and mid-range handsets to premium ones.

Apple now sells more iPhones in China than in the US, Kantar putting the company’s market share there at 26%. Tim Cook stated in the most recent earnings call that revenue was up 58% year-on-year in emerging markets, Apple also revealing that Chinese App Store sales doubled in 12 months, while online sales in China tripled in the same time.

The company this morning announced a number of new environmental initiatives in the country.

Photo: Darley Shen/Reuters

Market share Stories May 6, 2015

So-called phablets just about quadrupled their marketshare during Q1 of this year thanks largely due to Apple’s first product in the category, the iPhone 6 Plus.

The data comes from Kantar Worldpanel ComTech and shows the phablet market grew to 21% in the first quarter this year, up from just 6% last year. The growth is mostly due to the iPhone 6 Plus, which grabbed 44% of the market during Q1. expand full story

New data from Kantar Worldpanel ComTech shows that smartphone users ditching Android devices in recent months helped drive iOS growth across the EU. The data tracked the EU’s biggest markets in 1Q15— Great Britain, Germany, France, Italy, and Spain— and shows iOS grew 1.8 percentage points from last year to 20.3% market share this year. That includes around 32.4% of new Apple customers switching from an Android device, according to the report, while Android lost 3.1 percentage points during the quarter: expand full story

Market share Stories March 26, 2015

KGI

It has been a tough slough for Apple’s iPad since the height of its popularity in 2013. Facing its second straight year of negative growth, there isn’t a consensus on why iPad sales have declined. I believe the slump is attributable to a combination of factors.

Apple CEO Tim Cook called the declining iPad sales a “speed bump” last year before the launch of the 2014 models, but we haven’t seen what Apple plans to do to rejuvenate the product. From my point of view, Apple itself has done more to hurt iPad sales than any external factor, such as Microsoft or Google.

But that’s not necessarily a bad thing. Here’s a full explanation of my theory…

expand full story

Market share Stories January 27, 2015

If Apple does indeed report iPhone sales in line with analyst expectations of 66.5M units, the company could be closing in on the market share lead Samsung has held in the smartphone market since 2011, reports the WSJ.

Research company Canalys notes that Apple’s anticipated growth in iPhone sales coincides with a dramatic drop in sales of Samsung smartphones.

Samsung’s share has been falling, hurt by lackluster sales of its flagship models and the rise of homegrown brands in fast-growing emerging markets. In the third quarter, Samsung shipped about 78 million smartphones, about 25% share of the global market, down from 34% a year earlier, Canalys said.

While that still leaves Samsung well ahead for now, it’s a trendline which could see Apple regain the lead it once held …  expand full story

Market share Stories January 7, 2015

Worldwide smartphone sales data from Kantar shows that strong iPhone 6 sales helped Apple achieve market share gains in all but one of the nine countries surveyed. iOS increased its market share in the US, UK, China, Australia, Germany, France, Italy and Spain – with Japan the sole exception.

In the US, Apple’s share of the smartphone market jumped 4.3% year-on-year in the three months ending in November to 47.4%. No surprise that the iPhone 6 was the best-selling phone in the country, capturing 19% of all smartphone sales …  expand full story

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