Applications downloaded to Android devices in the second quarter surpassed the number apps downloaded from Apple’s iOS App Store. New data from market research and intelligence firm ABI Research shows that Android overtook iOS by a substantial margin in the June quarter, having been responsible for 44% of mobile app downloads around the world compared to iOS at 31%. ”Android’s open source strategy is the main factor for its success,” said ABI researcher Lim Shiyang in a statement. “Being a free platform has expanded the Android device install base, which in turn has driven growth in the number of third party multi-platform and mobile operator app stores. These conditions alone explain why Android is the new leader in the mobile application market.” ABI notes that the shift can be partially attributed to Android’s rapid growth during the second quarter. Shipments of iOS devices grew just 9% between April and June compared to 15% in the first quarter, while global shipments of Android devices grew 36% in the June quarter compared to 20% a quarter earlier. Global application downloads this year are expected to reach 29 billion compared to just 9 billion in 2010. ABI’s full press release follows below. More →
One year following the launch of Microsoft’s Windows Phone platform, a new analysis has determined that the Redmond, Washington-based company’s share of the global smartphone market recently hit a new low. According to analyst Horace Dediu, Microsoft’s partners sold 1.4 million smartphones in the second quarter of 2011. The figure, if accurate, would represent roughly 1.3% of smartphones sold in the quarter — Microsoft’s lowest recorded share to date. Gartner estimates that Microsoft partners sold 1.7 million Windows Phones during the same period for a 1.6% share of the market. Read on for more. More →
Amid a flurry of new tablets from the competition, Apple’s iPad managed to capture 80% of the North American tablet market in the second quarter of 2011. Market research and analysis firm Strategy Analytics on Tuesday reported that Apple sold approximately 6 million of the 7.5 million media tablets that were shipped into channels during the second calendar quarter of this year, leaving competitors like Samsung, Motorola and RIM collectively responsible for roughly 1.5 million units. ”Apple completely dominates the North American tablet market, capturing 80 percent share of 7.5 million shipments during Q2 2011,” Strategy Analytics analyst Alex Spektor said. “Apple remains a long way ahead of its main rivals such as Motorola, Samsung, RIM, Asus and HTC. A combination of cool branding, user-friendly hardware, entertaining services and savvy retail distribution has made Apple a formidable market leader.” Strategy Analytics’ full press release follows below. More →
In spite of Research In Motion’s recent fiscal second-quarter earnings report, which missed Wall Street’s consensus and RIM’s own estimates, not everyone is jumping ship just yet. Investment bank Macquarie Capital Markets reiterated its Outperform rating on RIM stock this past Friday, and it maintained its 12-month price target of $42. The firm noted that RIM’s low shipment volume (10.6 million units) ahead of the BlackBerry 7 product refresh is less disconcerting than most believe in light of the 13.7 million devices that were sold to customers. Macquarie also sees improved ASPs and sell-through leading to a rebound in the second half. Read on for more. More →
Research In Motion on Thursday reported its earnings results for the fiscal second quarter. Revenue and EPS both missed estimates; the vendor reported revenue of $4.17 billion and earnings of $0.80 per share. RIM had previously forecast revenue of between $4.2 billion and $4.5 billion and earnings of between $0.75 and $1.05 per share for its August quarter, and Wall Street expected second-quarter revenue of $4.47 billion and EPS of $0.88. Net income in the second quarter totalled $329 million. RIM also had projected handset shipments to reach between 11 and 12.5 million units, but missed there as well — the company shipped only 10.6 million BlackBerry phones in its August quarter. RIM still managed to push its subscriber base past 70 million for the first time, up 40% year-over-year. As for RIM’s QNX tablet, PlayBook shipments fell well below expectations; the company only shipped 200,000 units during the device’s first full quarter of availability, less than half of analysts’ expectations (700,000). RIM shipped 500,000 PlayBooks in its previous quarter. The company’s stock fell 11% immediately following its report. Full press release after the break. RIM’s full press release follows below. More →
Apple’s iOS App Store is the world’s most popular on-device mobile app portal by leaps and bounds, but that doesn’t necessarily make it the best opportunity for developers according to Berlin, Germany-based market research firm research2guidance. Apple has a wide lead over competitors in terms of overall downloads and the number of applications in its App Store, but individual apps seemingly have a greater chance of success in rival offerings from Nokia, Microsoft and RIM. ”The ‘average app’ has a better chance to generate downloads on ‘non-hyped’ platforms,” the firm said in a press release on Wednesday. In the second quarter of 2011, the average application in Nokia’s Ovi Store generated 160% more daily downloads than the average iOS app in Apple’s App Store. Individual apps were downloaded from Microsoft’s Windows Marketplace 80% more often each day than from the App Store on average, and apps in RIM’s BlackBerry App World generated 43% more daily downloads than Apple’s offering. Software titles in Google’s Android Market were downloaded 5% less often each day compared to the iOS App Store, and Apple had HP’s webOS App Catalog beat by 95% last quarter. Research2guidance’s full press release follows below along with a chart outlining the firm’s second-quarter data.
Mobile connected device adoption picked up among women and older consumers in the second quarter of 2011, according to new findings from market research firm Nielsen. In the second quarter last year, tablets and eReaders were owned largely by those under the age of 35. The market has shifted significantly over the past year however, and consumers 35 and older accounted for more than half of tablet and eReader owners last quarter. 54% of tablet owners in the second quarter were over the age of 35, up from 38% in the second quarter of 2010, and eReader ownership among consumers 35 and older jumped to 65% last quarter from 55% in the June quarter a year prior. Where gender is concerned, eReader adoption among women ballooned to 61% in the second quarter of this year, up from 46% in the same quarter last year. Smartphone adoption inched up from 47% in the second quarter of 2010 to 50% last quarter, and tablet adoption jumped from 39% to 43% over the same period. Another chart from Nielsen’s report follows below. More →
Android’s lead in the U.S. smartphone market was extended further in the second quarter of 2011 according to leading market research firm The NPD Group. The firm on Monday released its second-quarter Mobile Phone Track report, which shows that Android devices accounted for 52% of smartphones sold in the U.S. last quarter. Apple’s iOS-powered iPhone showed slight gains in the second quarter as well, representing 29% of smartphone sales. RIM’s BlackBerry platform slid in the quarter according to NPD, dropping to an 11% share of the U.S. smartphone market, while Windows Phone 7, Windows Mobile and webOS sales were flat at less than 5% each. NPD also believes that Google’s planned acquisition of Motorola Mobility will not deter its major Android partners, as some have speculated. “Google’s acquisition of Motorola shifts the balance of power in the handset-patent conflict between Google and its operating system competitors,” said Ross Rubin, The NPD Group’s executive director of industry analysis, in a statement. “Android’s momentum has made for a large pie that is attractive to Motorola’s Android rivals, even if they must compete with their operating system developer.” NPD’s full press release follows below.
Gartner on Thursday issued its global mobile phone sales data for the second quarter, which shows that the industry grew 16.5% from the same quarter last year, to 428.7 million units. Smartphone sales jumped 74% year-on-year, with 107.7 million smartphones having been sold to end users around the world. “Smartphone sales continued to rise at the expense of feature phones,” said Roberta Cozza, principal research analyst at Gartner, in a statement. “Consumers in mature markets are choosing entry-level and midrange Android smartphones over feature phones, partly due to carriers’ and manufacturers’ promotions.” Android was the top smartphone operating system in the second quarter with a market share of 43.4% and unit sales totaling 46.78 million devices, and Symbian’s 23.85 million devices secured it a No. 2 position with 22.1% of the smartphone OS market. Apple’s iOS held 18.2% of the smartphone market last quarter, followed by RIM’s BlackBerry OS at 11.7%, Samsung’s Bada OS at 1.9% and Microsoft mobile platforms at 1.6%. Gartner also said Nokia was the world’s top smartphone vendor in the second quarter, though it did not provide data to support this claim in its press release, which follows below.
Apple was once again reaffirmed as the world’s No. 1 smartphone vendor on Thursday as market research firm IDC released its data for the June quarter. Smartphone shipments in the second quarter of this year totaled 106.6 million according to IDC, up from 64.4 million in the same quarter last year. Of that total, Apple owned 19.1% with 20.34 million smartphones shipped, making it the top vendor by volume and by profit in the quarter. “Apple’s success can be directly attributed to its distribution (more than 200 carriers in more than 200 countries), increased manufacturing capacity, and solid demand within emerging and developed markets from both consumers and business users,” IDC said. “Apple’s emergence as the number one smartphone vendor worldwide comes at a time when former worldwide leader Nokia is in the midst of a major transition. However, Apple has yet to top Nokia’s single-quarter volume record of 28.1 million units. But given Apple’s momentum in the smartphone market, it may not be a question of whether Apple will beat that milestone, but when.” IDC noted that Samsung was the No. 2 smartphone vendor last quarter with 16.2% and Nokia slid to No. 3 globally with 15.7% of the market. Several other market researchers have released estimates placing Apple at the top of the smartphone totem, including Strategy Analytics, which recently said Apple beat out Samsung (19.2 million smartphones shipped) and Nokia (16.7 million) to take the top spot. It noted, however, that Samsung’s 520% growth year-over-year far exceeded Apple’s 140% growth during the same period.
Thanks to royalty payments from awards related to patent complaints against HTC, Microsoft is estimated to have made three times more revenue from sales of HTC’s Android phones than it did from sales of Windows Phone licenses last quarter. Asymco analyst Horace Dediu estimated this past May that Microsoft had made five times more money from HTC’s Android phones than its own Windows Phone platform through the first quarter of this year. In the second quarter, Dediu says Microsoft made approximately $21 million from 1.4 million Windows Phone licenses at $15 a piece, while the company’s $5-per-device royalty from sales of 12 million HTC Android phones brought in $60 million in the quarter. Dediu’s numbers are based on Canalys’ Windows Phone shipment estimates and the 12.1 million handsets HTC says it shipped in the second quarter, though we’re not sure how the analyst determined that 12 million of those devices were Android phones. HTC also sells phones that run Microsoft’s Windows Phone operating system and phones based on Qualcomm’s Brew MP platform. More →
While Apple owns the largest share of handset shipments and profits among the world’s top smartphone vendors, Android is still the No. 1 smartphone operating system on the planet by a wide margin. Market research firm Canalys on Monday released its second-quarter smartphone figures, reaffirming impressive growth across the global smartphone industry. The firm says the worldwide smartphone market grew 73% year-over-year to more than 107.7 million units shipped last quarter, and Android lead the market in 35 of the 56 countries Canalys tracks. According to the firm’s estimates, Android shipments in the second quarter ballooned 379% over the same quarter last year to 51.9 million units. This impressive growth helped Android gain 48% of global smartphone shipments in the quarter. With 20.3 million iOS smartphones shipped in the June quarter, Apple’s mobile OS topped Symbian to steal the No. 2 spot with a 19% share of the global market. BlackBerry shipments grew 11% in Q2 though RIM’s global share slid, and Microsoft, still waiting for Nokia to launch its first batch of Windows Phones, shipped fewer than 1.5 million devices last quarter to take just 1% of the market — down 52% year-over-year. Canalys also notes that Apple was the top smartphone vendor in the second quarter, while Samsung grew 421% year-over-year to take the No. 2 spot with 17 million smartphones shipped. Canalys’ full press release follows below.
Samsung on Friday reported earnings for the second quarter of 2011 that showed a significant decline in profit despite modest revenue gains. Samsung’s revenue ticked up 4% year-over year to 39.44 trillion Korean won but its consolidated net income of 3.51 trillion won was a sharp 18% decline from the same quarter in 2010. The company’s semiconductor business recorded revenues of 1.79 trillion won in the second quarter, which was up sequentially from the 1.64 billion won but down from 2.94 billion won in the second quarter last year. Samsung’s LCD panel division was hit the hardest, registering an operating loss of 210 billion won on revenue of 7.09 trillion won, which was down 9% year-over-year. Samsung’s telecommunications business grossed 12.18 trillion won in the June quarter, and profit came in at 1.67 trillion won. “Despite the challenging business environment and global economic uncertainties, we achieved continued year-on-year revenue growth in the second quarter driven by mobile device sales, particularly the success of our smartphones,” said Robert Yi, Vice President and Head of Samsung Electronics’ Investor Relations Team, in a state. “Heading into the third quarter – which typically sees increased consumer demand for electronics – we expect competition to remain tight, and will continue to enhance our cost competitiveness and technology leadership in the components businesses.” Samsung stated that it will no longer report smartphone or tablet shipment figures in its earnings reports. Market analysis firm Strategy Analytics puts the company’s smartphone shipments at an impressive 19.2 million units last quarter, which would secure it a No. 2 spot globally behind Apple. The company’s full press release follows below. More →