China has overtaken the United States as the world’s top smartphone market by volume according to new data released on Wednesday. Market research firm Strategy Analytics found that a record 23.9 million smartphones were shipped in China during the third quarter, representing sequential growth of 58%. In the U.S., smartphone shipments fell to 23.3 million units, a 7% dip compared to the second quarter. “China’s rapid growth has been driven by an increasing availability of smartphones in retail channels, aggressive subsidizing by operators of high-end models like the Apple iPhone, and an emerging wave of low-cost Android models from local Chinese brands such as ZTE,” said Tom Kang, Director at Strategy Analytics. “Nokia currently leads China’s smartphone market with 28 percent share, while HTC heads the United States smartphone market with 24 percent share.” The firm’s report also notes that the U.S. is still the top smartphone market by revenue. Read on for Strategy Analytics’ full press release. More →
Research In Motion on Thursday reported another disappointing quarter. BlackBerry subscribers were up 40% year-over-year in the second quarter but RIM’s net income plummeted by 60%, margins were squeezed, average selling prices of BlackBerry smartphones dropped and RIM managed to burn through more than half of its cash in a single quarter. Concerns are mounting, analysts are barking and RIM’s stock fell off a cliff in after-hours trading. Tossing yet another concern onto the pile, RIM’s global smartphone market share likely dipped into the single digits last quarter. Read on for more. More →
Apple’s iPhone 4 might still be the best-selling smartphone in the world 14 months after its release in June of last year, but apparently only nerds and old people are buying the handset. Speaking with GeekWire, president of HTC America Martin Fichter recently shed some light on the smartphone scene after dropping his daughter off at college. “I talked to a few of the kids on her floor. And none of them has an iPhone because they told me: ‘My dad has an iPhone,’” the executive said. “There’s an interesting thing that’s going on in the market. The iPhone becomes a little less cool than it was. They were carrying HTCs. They were carrying Samsungs. They were even carrying some Chinese manufacture’s [sic] devices. If you look at a college campus, Mac Book Airs are cool. iPhones are not that cool anymore. We here are using iPhones, but our kids don’t find them that cool anymore.” Apparently it’s hip to be square. More →
Google’s Android platform gained once again during the three-month period ending in July, increasing it’s share by 1% over second-quarter totals to grab 40% of the U.S. smartphone market. Apple’s iOS stayed flat at 28% and RIM’s BlackBerry OS lost one point from June-quarter figures to fall to 19%. Windows Mobile and Windows Phone combined to take 8% of the market — with Windows Phone responsible for just 1% on its own — and the ghost of smartphone operating systems past is now buried somewhere in the “Other” category. Nielsen also notes that 40% of mobile phone users between May and July of this year owned smartphones, and Android topped iOS in the firm’s survey of which smartphone platform users intend to buy next. From “innovators” to “late adopters,” each consumer group Nielsen polled but one — “early adopters” — found Android to be the most appealing OS for their next purchases. A chart outlining consumers’ next desired smartphone operating system follows below. More →
Oh nooo. That was the first thought that crossed my mind as I began to read Jon Zilber’s post on HP’s company blog. Quoting Mark Twain? Oh no he didn’t. In a nutshell, Zilber’s intent was to correct the world’s press, which collectively played Taps while standing over webOS’s grave this past week. “To paraphrase Mark Twain, reports about the demise of webOS have been off the mark,” Zilber wrote. “HP has made these tough decisions to ensure that our efforts with webOS remain tightly focused. Far from burying webOS, our goal is to ensure the platform’s evolution as a robust operating system for an increasingly mobile and connected world.” OK, time to set the record straight. Read on for more.
When Hewlett-Packard announced in April of 2010 that it planned to acquire Palm for $1.2 billion, I sent the following email to a friend on the software team at Palm: “Congrats on the stay of execution, buddy. I give it 18 months.” Of course I was jabbing him and later went on to offer more sincere congratulations in subsequent emails, but as they say, many a word of truth is spoken in jest. Here we are less than 16 short months after HP’s announcement, and webOS is no more. Well, to be fair, HP hasn’t yet said exactly what it will do with webOS: “HP reported that it plans to announce that it will discontinue operations for webOS devices, specifically the TouchPad and webOS phones. HP will continue to explore options to optimize the value of webOS software going forward.” Read on for my thoughts. More →
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.
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.
BGR reported last week that Apple had passed Nokia in the second quarter of 2011 to become the world’s top smartphone vendor by volume. The Cupertino-based company had already been No. 1 in the world by profits for quite some time. On Friday, market analysis firm Strategy Analytics released its second-quarter smartphone shipment figures and reaffirmed Apple’s new position atop the market. Apple shipped 20.3 million smartphones last quarter, up more than 140% from the 8.4 million iPhones it shipped in the same quarter last year. The only company to show more impressive gains: Samsung. The South Korea-based vendor slid into the No. 2 spot by growing a remarkable 520% year-over-year to ship 19.2 million smartphones last quarter. Falling to No. 3 on the global market share list is Nokia, which shipped 16.7 smartphones in the second quarter of 2011, down from 23.8 million devices in the same quarter last year. Strategy Analytics reports global market share distribution in the June quarter at 18.5% for Apple, 17.5% for Samsung, 15.2% for Nokia and 48.9% for other manufacturers. The firm’s full press release follows below. More →
Android continued on its warpath this past quarter, once again showing gains as it retained its position as top smartphone platform in the United States. Nielsen on Thursday issued its second-quarter smartphone market share data for the U.S., and Android finds itself atop the list again with 39% of the market. IOS remains in the No. 2 spot with 28% and RIM slid to 20% in the second quarter. Windows Mobile and Windows Phone combined to take 9% of the market, while webOS and Palm OS combined to account for just 2% of the market. Nokia’s Symbian OS also held a 2% share in the June quarter. On the list of top vendors last quarter, Apple held its lead by a wide margin with 28% of the total U.S. market. HTC devices accounted for 14% of Android market and 6% of the Windows Phone/Windows Mobile market, making it the nation’s top vendor in both categories and No. 2 overall. Samsung owned 8% of the Android market and 2% of the Windows Phone/Windows Mobile market in the U.S. last quarter, while Motorola topped Samsung’s Android share with 11% to slide into the No. 2 spot among Android device manufacturers. More →
A surprisingly large number of consumers in the United States plan to purchase Apple’s next-generation iPhone according to a new survey. Shopping assistant site PriceGrabber polled approximately 3,000 U.S. consumers about Apple’s upcoming iPhone 5 in early July and found that 35% of consumers intend to buy Apple’s fifth-generation iPhone. Of those who intend to purchase the Apple handset, more than half plan to do so within the smartphone’s first 12 months of availability. “Our survey data confirms the strong following Apple has built around its iPhone, with more than one-third of consumers planning to upgrade to the latest model only a little over a year following the release of the iPhone 4,” stated PriceGrabber GM Graham Jones said in a statement. The company also found that 48% of respondents claim iOS is their favorite smartphone platform while 19% said it was Android, 7% said it was “Microsoft Windows” and 6% said their favorite smartphone OS is RIM’s BlackBerry OS. PriceGrabber’s full press release follows below. More →
UBS analyst Amitabh Passi on Wednesday cut his price target on shares of Research In Motion stock to $30 from a previous target of $41, and reiterated a Neutral rating. Passi stated in his note to investors that RIM is currently facing challenges in the “platform wars” underway between companies like Google, Apple and Microsoft. While the analyst sees the successful launches of RIM’s BlackBerry 7 phones as being important for the Waterloo, Ontario-based vendor in the near term, he says the company’s successful transition to QNX is much more important to RIM strategically. In other words, there’s still hope if BlackBerry 7 devices aren’t a collective home run. In the meantime however, Passi says that UBS’s checks reaffirm RIM’s declining smartphone market share. “Our store checks also show accelerating market share deterioration for new subscribers during June and July as multiple top-tier Android products have been rolling out and Apple continues to gain market share,” the analyst wrote. As a result, Passi cut his revenue estimates for RIM’s fiscal year to $19.8 billion from $21.1 billion, and he lowered his EPS estimate to $4.82 from $5.81. Also lowered in Passi’s note were his smartphone unit shipments estimate, which dropped to 51.5 million units from 54.9 million, and his estimate for PlayBook shipments, which now sits at 2.5 million units compared to his earlier projection of 3.6 million tablets.