Reliable Apple analyst Ming-Chi Kuo at KGI Securities has today published a new research note in which he has some not-so-good predictions for how Apple will fare in the smartphone market during 2016. Kuo predicts that Apple, under the “worst case scenario,” could see iPhone shipments in 2016 lower than what it saw in 2014. Furthermore, Kuo anticipates that Apple will be the only top-five smartphone brand to see a decline in shipments year over year.
We learned this week that Apple shipped 74.8 million iPhones globally during the recent holiday quarter, which is just slightly up from the 74.4 million shipped during the same quarter the year prior and just under the 75 million that analysts expected.
Today Strategy Analytics has released new data showing how Apple’s last two years of shipments compare to competitors like Samsung and Huawei. The data also breaks down how Apple’s global smartphone marketshare stacks up to those same competitors.
IDC today published an updated forecast for worldwide tablet shipments this year, predicting the segment will experience a “notable slowdown” with both iOS and Android expected to record a year over year decline in growth. While IDC notes that the majority of the 212 million tablets it expects to ship this year will be “pure slate tablets”, it does anticipate growth in the 2-in-1 hybrid tablet/laptop category, of which it’s apparently including the larger 12-inch+ iPad that Apple is expected to introduce later this year: Expand Expanding Close
New orders for Apple’s recently launched 27-inch Retina iMac aren’t the only ones seeing delayed shipment times as Apple has just started informing some customers of unexpected delays for orders placed as long ago as last month. Expand Expanding Close
New IDC numbers released today reveal that Apple has jumped into the top five PC vendors worldwide by shipment this quarter, with Mac shipments coming in at 4.9 million units for 6.3% market share. That’s a year-over-year growth of just under 9%. Lenovo and HP held the top two slots with 20% and 18.8% respectively.
The same report indicated that the Cupertino company had held steady in third place for domestic shipments. With 2.26 million Macs shipped within the United States, the company was able to grab 13% marketshare. The domestic year-over-year growth came out to 9.3%. Apple was beat out by Dell with a 24% share, while HP held the top position with 27.%.
Apple will be announcing several new products next week, including new iMacs, which should provide a boost for Q4 shipments.
IDC released its second quarter report for worldwide smartphone shipments by operating system today and in it noted iOS and Android accounted for 96% of the global market. That number, however, comes only as Android grew on the strength of higher sales of low-cost devices abroad. Expand Expanding Close
With Apple’s Q3 earnings call this week revealing iPad sales of 13.3 million units for the quarter and Tim Cook making a point of defending the category, today we get a look at how Apple is doing overall with IDC’s latest numbers for worldwide tablet shipments.
While noting that tablet shipments worldwide grew 11% year-over-year, IDC’s numbers show that Apple was able to maintain its lead over Samsung with 26.9% of the market (down from 33% last year) compared to Samsung at 17.2% down from 18.8% the year before. Both lose share to other companies as the category reportedly experienced a lot of growth among smaller companies like Lenovo and Acer while the “others” category grew from 37% to 44% marketshare: Expand Expanding Close
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 Expanding Close
Research firm IDC is out with its latest numbers for Q1 2013 today tracking worldwide smartphone shipments by OS and OEM noting Android and iOS combined accounted for 92.3% of all shipments during the quarter.
IDC noted that Apple and Android shipments combined increased year over year approximately 59.1% with a total of 199.5 million units shipped worldwide during Q1. That’s up from just 125.4 million a year ago. Apple is clearly a large driver of the growth with the report pointing out that iPhone had its “largest ever first quarter volume.” However, despite that, Apple also saw a decline among usage of iOS compared to growth of the industry as a whole, allowing Android to keep its top spot by OS and Samsung to remain number 1 by OEM.
How far is iOS behind Android? According to IDC it accounted for 17.3% of the market in Q1 compared to 75% for Android. Of course this is likely taking shipments (not sales) into account and also doesn’t represent tablet usage that we know iOS continues to dominate. Expand Expanding Close
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: Expand Expanding Close
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:
While Apple was able to pass Samsung for the first time to become the No. 1 mobile phone vendor in the U.S. recently, Strategy Analytics latest numbers showed Samsung still dominated among global smartphone shipments in Q4. The research firm is out with a new report today that breaks down global smartphone sales by model, and, not so surprisingly, Apple’s iPhone 5 was able to take the top spot from Samsung’s Galaxy S3 to become the world’s best selling smartphone model during the quarter with 27.4 million units shipped:
According to the latest research from our Handset Country Share Tracker (CST) service, Apple’s iPhone 5 overtook Samsung’s Galaxy S3 to become the world’s best-selling smartphone model for the first time ever in the fourth quarter of 2012. Apple’s iPhone 5 smartphone model shipped an estimated 27.4 million units worldwide during the fourth quarter of 2012. The iPhone 5 captured an impressive 13 percent share of all smartphones shipped globally and it has become the world’s best-selling smartphone model for the first time ever. A rich touchscreen design, extensive distribution across dozens of countries, and generous operator subsidies have been among the main causes of the iPhone 5’s success.
Perhaps more surprising is the fact that iPhone 4S, which was discounted at the launch of iPhone 5, is also ahead of the Galaxy S3, as highlighted in the graphic above. The iPhone 4S grabbed the No. 2 position in Strategy Analytics’ study with 17.4 million units sold and 8 percent of the global smartphone market:
In addition to the iPhone 5, Apple shipped an estimated 17.4 million iPhone 4S units for 8 percent smartphone share globally in Q4 2012. Apple’s iPhone 5 and iPhone 4S are currently the world’s two most popular smartphone models.We estimate Samsung’s Galaxy S3 was the world’s third best-selling smartphone model and it shipped 15.4 million units globally, capturing 7 percent share in the fourth quarter of 2012… global demand for the Galaxy S3 appears to have peaked and Samsung will surely be keen to introduce its rumored Galaxy S4 upgrade in the coming weeks to fight back against Apple’s popular iPhone range.
Update: A report fromBloomberg Businessweek confirmed with some clarification. As we reported in April, the ITC will have to review Judge Pender’s previous ruling that Apple infringed on one Motorola patent related to industry standard 3G and wireless technologies. The date for that hearing is now scheduled for August 24 and could result on a block of iOS devices from Asia to the United States:
The U.S. International Trade Commission said it will review ITC Judge Thomas Pender’s findings that Apple was violating one of four Motorola Mobility patents. The commission is scheduled to issue a final decision on Aug. 24, and has the power to block devices made in Asia from entering the U.S.
According to several tweets from financial analyst @zerohedge, Google is apparently attempting to block shipments of the iPhone and iPad in the U.S. related to 3G patents. We do not have any more information at the moment, but we will keep you updated as the story unfolds…
Today, research firm IDC published its Q1 2012 report of top mobile phone and smartphone shipments worldwide. While Apple was able to post impressive growth with a high of 8.8-percent of the total mobile phone market (up from 4.6-percent a year ago) and 24.2-percent of the global smartphone market (up from 18.3-percent), Samsung was able overtake Apple for the top spot with a year-over-year change of 267 percent and 29.1-percent of the total smartphone market. Samsung also took the top spot of global mobile phone marketshare from Nokia for the first time since 2004.
Meanwhile, the worldwide smartphone market grew 42.5% year over year in 1Q12, as Samsung overtook Apple for the smartphone leadership position. Vendors shipped 144.9 million smartphones in 1Q12 compared to 101.7 million units in 1Q11. The 42.5% year-over-year growth was 1% higher than IDC’s forecast of 41.5% for the quarter, and lower than the 57.4% growth in the fourth quarter of 2011
In terms of shipments among smartphone vendors, Apple took the second spot behind Samsung up from 18.6 million units in Q1 2011 to 35.1 million in Q1 2012. Apple was only behind Samsung with 42.2 million units shipped, up from just 11.5 million a year ago.
The company does not publicly release shipments from Samsung, and IDC’s number of 42.2 million smartphones shipped during Q1 is significantly more than the 32 million estimated by IHS iSuppli just days ago. If IHS’s estimate were correct, it would put Samsung much closer to the 35.1 million devices Apple confirmed it shipped sold during the quarter.
Last time we checked with research firm IDC, they listed Apple at 68.3-percent of the worldwide tablet market with approximately 9.3 million units of the iPad 2 shipped in quarter two of 2011. While the firm’s estimates for Q3 saw a drop to 61.5-percent of the market, Apple still leads the market and increased shipments from the 9.3 million in Q2 to approximately 11.1 million units in Q3.
To put that in perspective, Apple’s closest competitor, Samsung, is over 10 times behind with just 5.6-percent of the market. The overall tablet market increased 23.9-percent to approximately 18.1 million units, representing a 264.5-percent increase from the year-ago quarter.
As for where Apple stands in comparison to the overall Android tablet market, IDC expects Android tablet market share to increase rapidly in Q4 from just 33.2-percent in Q3 to 40.3-percent. It’s important to note that IDC recently included “media tablets,” such as Amazon’s Kindle Fire and Barnes & Noble’s Nook Tablet, in their worldwide tablet market estimates. These additions will more than likely account for much of the increase.
This morning, Morgan Stanley significantly raised its forecasts for 2012, predicting Apple could possibly sell 90 million iPads during the year (in addition to 190 million iPhones). The analysts apparently have high hopes for Android 4.0’s ability to offer a competitive alternative to iPad going forward:
IDC has just released their second quarter results for tablet and eReader shipments as well as an updated forecast for the remainder of 2011. While Apple continued to dominate with 68.3% of the global market during Q2, IDC expects Apple’s share to fall as vendors bring competitive Android devices to market later this year and early next.
The study reports second quarter tablet shipments worldwide increased 88.9% (303.8% year over year) citing robust demand for the iPad 2 and sales of 9.3 million units, leading the firm to raise its estimates for the remainder of 2011 from 53.5 million units to 62.5 million.
According to analytics firm DisplaySearch, Apple has officially passed HP (by nearly 4 million units) to become the top PC manufacturer worldwide with a 21.1% share. However, these numbers are somewhat controversial given the fact it includes iPad sales in the stats, a device that makes up 80% of Apple’s total PC shipments in Q2.
The research notes tablet shipments are up almost “70% Q/Q and over 400% Y/Y”, while notebook shipments were down 2% Q/Q. This just reinforces the fact that the iPad shipments greatly inflate Apple’s market lead in the “Mobile PC Market”. Even with incredible growth in the tablet market (thanks to the iPad), the 48 million notebook PCs shipped in Q2 2011 still greatly outweigh tablet shipments of 16.4 million. If you take tablets (iPads) out of the equation, Apple’s frenemy Samsung still tops the list for growth, up 44% for shipments Y/Y.
Apple shipped 3.9 million units more than HP’s 9.7 million units, making for a total of approximately 13.6 million MacBooks and iPads. The report also notes that PC shipment worldwide growth is on the rise even without Apple, noting “non-Apple tablets reached over 5.6 million units for the quarter” putting Y/Y tablet shipments up 25%.
From the report:
“Preliminary results show a second consecutive quarter of Y/Y shipment growth rate decline,” said Richard Shim, Senior Analyst for DisplaySearch. “While part of the Y/Y decline can be attributed to a strong first half of 2010, the rising tablet PC shipment growth rate begins to point to notebook PC shipment cannibalization.”
