Q2 2013 Stories August 5, 2013

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. expand full story

Q2 2013 Stories April 23, 2013

When asked about staggered product launches during the Q&A of Apple’s Q2 2013 earnings call today, Apple CEO Tim Cook admitted that he wished Apple would have postponed the launch of the new iMac until after the holiday season in order to avoid the significant delays that customers experienced in the initial months of launch:

I don’t spend a lot of time looking back… If we could run it over, i would have announced the iMac after the turn of the year… we felt our customers had to wait too long for that specific product… Where the iPad mini was in shortage in the December quarter, I would not have done that differently because we were able to get the product out to many customers that wanted it. In retrospect, I wish it [iMac] was after the turn of the year so customers would not have had to wait as long as they did.

When Apple first launched the all new, slimmed down iMac lineup leading up to the holidays in October of last year, Tim Cook quickly confirmed that Apple would run into some significant component constraints and delays for the product. The months following launch saw major delays with customers ordering the product having to wait weeks to receive their shipments and some models pushed back as far as December.

The best 4K & 5K displays for Mac

Tim Cook talks product pipeline, 5-inch iPhone, growth in China, supply chain, and more

Apple CEO Tim Cook is currently answering questions from the press following the company’s live Q2 2013 earnings call.  Here are some of the highlights:

Cook on growth in China:

We had our best quarter ever in greater China. Revenue came in at 8.8B. That’s up 11 percent y-o-y. It’s the same as Apple’s growing… iPads grew 138% y-o-y… set new records for sell through for iPhone…

Added about 8000 iPhone point of sales, plan to add more and further grow our distribution. Innovating with our online store there and adding different functionality to the store. China has an usually large number of potential first time smartphone buyers… We’ve seen a significant interest in iPhone 4 there and recently made it even more affordable to make it even more attractive to first time buyers.

Cook on competition:

“In the beginning RIM was the strongest player. Of course today our top competitor from a hardware point of view would be Samsung, and married to Google on the software side. They’re obviously tough competitors but we feel we have the best products by far… continue to feel very confident about our product pipeline. We have the best ecosystem by far. We’re going to keep augmenting it and making it better and better. I feel very good about our competitive position.”

On new product pipeline:

“I’m just saying we’ve got really great stuff coming in the fall, and across all of 2014.”

Cook on confidence level in supply chain and moving to new vendors:

“I have incredible confidence. We exited the March quarter with no shortages. The December quarter you’re referring to is the largest for Apple.. The reality is the work we do to create truly innovate products is hard… I would assure you we are working very closely with our manufacturing partners for what we feel is a very exciting roadmap.”

On a larger screen iPhone:

My view continues to be that iPhone 5 has the absolute best display in the industry. We always strive to create the very best display for our customers. Some customers value large screen sizes. Others value other factors such as resolution, white balance, color, portability, clarity, compatibility with apps… Our competitors have made some significant trade offs in many areas in order to ship a larger display. We will not ship a larger display iPhone while these trade offs exist.

On Mac market:

The reason we were down last quarter, we were down 2%, is because the market is incredibly weak. It’s the largest decline I remember from being in this industry for a long time. It’s certainly true that some iPads cannabalized some Macs. I don’t think it was a huge number but i do think it was some… That said, i don’t think this market is a dead market or a bad market by any means… We’re going to continue to innovate in it… if anything the huge growth in tablets might end up benefiting the Mac… People may be more willing to buy a Mac… We’re going to continue making the best personal computers. Our strategy is no changing. we delivered some incredible innovation last year with the Retina Display MacBook Pro.

Powered by WordPress.com VIP