Apple to sell 27M iPhones in Q3, 40M in Q4 according to Macquarie

By on July 27, 2011 at 12:26 PM.

Apple to sell 27M iPhones in Q3, 40M in Q4 according to Macquarie

Apple is poised to sell as many as 27 million iPhone smartphones in the third quarter and 40 million units in the fourth quarter following the launch of its next-generation iPhone handset. These recent estimates from Macquarie Securities Group would be sequential records for Apple, and would likely further secure the Cupertino-based company’s position as the world’s No. 1 smartphone vendor. Apple’s fifth-generation smartphone, referred to as the iPhone 5 or iPhone 4S for the time being, is expected to launch in early to mid-September. At that time, Apple will likely continue to sell the iPhone 4 at the customary $99 price point. In an effort to attack an entirely new segment of the market, however, Apple may continue to offer its iPhone 3GS smartphone as a low-cost third option that could be free on contract or as little as $350 for prepaid customers. Such a move has the potential to dramatically impact sales of entry-level Android handsets and other low-end smartphones, and it could see Apple’s record June-quarter shipments of 20.34 million iPhones doubled in the fourth quarter according to Macquarie. The firm also believes that the cost of Android smartphones will likely be driven up due to royalties Android vendors are forced to pay as a result of judgements on patent complaints. Macquarie says this cost increase will have a notable positive impact on Apple’s low-end iPhone handset sales moving forward.

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IMS: Annual smartphone sales to reach 1 billion units by 2016; Apple, Samsung winners so far

By on July 27, 2011 at 5:01 AM.

IMS: Annual smartphone sales to reach 1 billion units by 2016; Apple, Samsung winners so far

More than 420 million smartphones will be sold around the world in 2011, accounting for 28% of total cell phone sales according to market research firm IMS Research. The firm sees the recent surge of more affordable smartphones as playing a major role in the continued growth of the market, and IMS analysts estimate that global smartphone sales will reach 1 billion devices by 2016 thanks to entry-level smart handsets. In recent months however, IMS’ data shows that Apple has made some of the largest gains in the space, accounting for 19% of global smartphone sales in the first quarter of 2011 compared to 16% in the same quarter last year. Of course Apple’s share continued to climb in the second quarter as well, as the company reported industry-leading sales of 20.4 million smartphones. The only company that made more impressive unit sales gains year-over-year in the first quarter was Samsung according to IMS; the South Korea-based vendor accounted for 13% of smartphones sold in the first quarter compared to just 3% in the same quarter in 2010. The biggest losers in the first quarter were Nokia, which slid from a 40% share in the first quarter last year to 24% in Q1 2010, and RIM, which dropped from 20% to 15% over the same period. The firm’s full press release follows below. More →

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Apple passes Nokia to become world’s top smartphone vendor

By on July 21, 2011 at 10:30 AM.

Apple passes Nokia to become world’s top smartphone vendor

Continued strong sales of Apple’s blockbuster smartphone have propelled the Cupertino-based company into the No. 1 spot globally. As noted by the Financial Times, Apple shipped 20.34 million iPhone handsets last quarter, up from 18.7 million units in the first quarter of 2011. Meanwhile Nokia’s smartphone shipments dropped from 24.2 million units in the first quarter to just 16.7 million smartphones in the June quarter — 3.64 million fewer smartphones than Apple. With just two smartphone models currently available for sale, Apple had already been the world’s top smartphone vendor by revenue and profits. The June quarter marks the first time the company has managed to out-sell Nokia by volume, however. More →

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Nokia profit dives 44% in ‘clearly disappointing’ Q2

By on July 21, 2011 at 8:01 AM.

Nokia profit dives 44% in ‘clearly disappointing’ Q2

Nokia CEO Stephen Elop on Thursday best summarized Nokia’s second quarter earnings: “our Q2 results were clearly disappointing.” The Finnish phone vendor saw operating profit slide a worrisome 44% to €391 million in the second quarter, down from 704 million in the first quarter and €660 in the second quarter last year. Revenue dipped 11% sequentially to €9.275 billion and EPS was cut in half to $0.06. Revenue from smartphone sales dropped 33% to €2.368 billion on shipments of 16.7 million units, down 34% from the same quarter in 2010 when Nokia shipped 25.2 million smartphones. Nokia still managed to top Wall Street’s expectations for the quarter, however, thanks to royalties from a patent settlement with Apple. “The challenges we are facing during our strategic transformation manifested in a greater than expected way in Q2 2011,” said Nokia CEO Stephen Elop in a statement. He continued, “While our Q2 results were clearly disappointing, we are executing well on the initiatives that are most important to our longer term competitiveness.  Some progress is already evident, and thus we are targeting to end this year with more net cash and liquid assets than at the end of Q2 2011.  We firmly believe that our deliberate and unwavering commitment to making the changes necessary at Nokia is the right way to deal with the disruptive forces in our industry and drive value creation for our shareholders.” Nokia’s full earnings release follows below. More →

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Nokia may slash prices across entire cell phone line this fall

By on July 18, 2011 at 7:19 AM.

Nokia may slash prices across entire cell phone line this fall

Nokia plans to drop prices across its entire product line this September in an attempt to bolster sales, industry insider Eldar Murtazin claimed on Friday. The struggling Finnish cell phone vendor will cut phone prices by 10% according to the Russian blogger, who has an extensive history of accurately reporting inside information pertaining to Nokia and other smartphone vendors. “Nokia are going to cut prices for the whole product line by 10 per cent in September,” Murtazin posted on his Twitter account. “They struggle for a market share worldwide.” Nokia’s share of the global cell phone market has been steadily declining as the company failed to adjust its strategy to the changing marketplace over the past few years. As a result, Nokia recently announced that it would dump its aging Symbian smartphone platform in favor of Microsoft’s Windows Phone operating system moving forward. The vendor is expected to launch several new Symbian devices through the first half of 2012, but it will offer Windows Phones as well beginning later this year with a device codenamed “Sea Ray.” More →

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Analysts weigh in on Q3 iPhone sales; estimates range from 15M to 20.25M

By on July 13, 2011 at 2:00 PM.

Analysts weigh in on Q3 iPhone sales; estimates range from 15M to 20.25M

Earlier this week, Forbes writer Philip Elmer-Dewitt collected third-quarter iPad sales estimates from some 39 different analysts — both amateur and professional — and laid out the tale of the tape ahead of Apple’s earnings report next week. On Wednesday, Dewitt collected third-quarter iPhone sales estimates from the same 39 analysts. Estimates range from the 15 million iPhones Needham’s Charlie Wolf predicted late last month to a record 20.25 million units suggested by Traderhood’s Nicolae Mihalache. The analysts’ calls average out to 16.9 million units, which would be just over double Apple’s iPhone sales in the same quarter a year prior. Apple sold a record 18.65 million iPhones in the second fiscal quarter of this year, and the company’s iPhone business brought in $12.3 billion in revenue. More →

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Apple is No. 1 smartphone vendor in U.S. with just two phones on the market

By on July 11, 2011 at 3:00 PM.

Apple is No. 1 smartphone vendor in U.S. with just two phones on the market

With just two smartphone models available for sale, Apple still managed to top comScore’s list of smartphone OEMs in the three-month period ending May 2011. Following this morning’s report that Microsoft’s share of the U.S. smartphone OS market has slid 35% since the launch of Windows Phone 7, more data from comScore’s most recent MobiLens report has been shared on the firm’s mobile blog. In this quick tidbit, the market research company notes that 76.8 million people in the U.S. owned smartphones during the three months ending in May of this year. Over that period of time, Apple was the No. 1 smartphone vendor with 26.6% of the market, despite the fact that the company sells just two phones: the iPhone 4 and the iPhone 3GS. At 24.7%, RIM found itself second on the list, followed by HTC with 11.8% of the U.S. market. Motorola and Samsung rounded out the top-10 with 11.4% and 8.9%, respectively. Falling below the “other” category which sat in the No. 6 spot were LG with 4.8% of the U.S. market, HP with 2.7%, Nokia with 2.1%, Kyocera with 0.4% and finally Sony Ericsson with 0.2%. More →

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Microsoft’s U.S. smartphone share down 35% following Windows Phone 7 launch

By on July 11, 2011 at 8:37 AM.

Microsoft’s U.S. smartphone share down 35% following Windows Phone 7 launch

ComScore issued its May report on mobile subscriber market share in the U.S. last week, and BGR noted that Google’s Android OS and Apple’s iOS grew more popular in the month, mostly at RIM’s expense. Perhaps equally as troubling as RIM’s continued slide, however, is Microsoft’s position with Windows Phone. As noted by winrumors, Microsoft’s share of the U.S. smartphone market has dropped a whopping 35% since it released its next-generation smartphone platform in November of last year. At that time, Microsoft’s Windows Mobile accounted for an estimated 9% of smartphones sold in the U.S. In May, Microsoft’s combined share was just 5.8%. We’re big fans of Windows Phone here at BGR, but the lack of carrier attention has left the OS as something of an afterthought thus far. With Windows Phone 7.5 “Mango” devices due later this year and Nokia set to launch its first Windows Phone before 2012, Microsoft is well-positioned globally. Here in the U.S. however, the Redmond-based tech giant needs far more carrier support if it hopes to make a dent in an already crowded smartphone market. ComScore’s May smartphone platform figures follow below. More →

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Canaccord: iPhone 4, DROID Charge, Infuse 4G among most popular smartphones in June

By on July 8, 2011 at 3:04 PM.

Canaccord: iPhone 4, DROID Charge, Infuse 4G among most popular smartphones in June

Checks performed by Canaccord Genuity analysts T. Michael Walkley, Charles John and Matthew D. Ramsay show that Apple’s devices maintained their dominance in the U.S. market in June. The firm contacted carrier retail stores across the country to determine which smartphones were the most popular last month. At AT&T stores, Apple’s iPhone 4, iPhone 3GS and the Samsung Infuse 4G were the most popular devices, as they were in May. Apple’s iPhone 4 was also the best-selling smartphone at Verizon Wireless stores again in June, followed by the Samsung DROID Charge and the HTC Thunderbolt. The brand new HTC EVO 3D topped EVO 4G and Epic 4G sales at Sprint last month, and the HTC Sensation 4G, Samsung Vibrant 4G and myTouch 4G were top-3 at T-Mobile. Canaccord found that iOS and Android showed growth in June while BlackBerry sales slid at all four carriers, and Motorola’s North American sales continued to slow as well. A chart showing Canaccord’s findings over the last six months can be seen below. More →

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Verizon is home to one third of all U.S. iPhone 4 handsets, analytics firm finds

By on July 7, 2011 at 5:49 PM.

Verizon is home to one third of all U.S. iPhone 4 handsets, analytics firm finds

After carrying the popular handset for just five months, Verizon Wireless is already home to one third of iPhone 4 handsets being used in the U.S., according to analytics company Localytics. The Massachusets-based firm notes that the stat is even more impressive when considering AT&T had an eight-month head start with the popular Apple smartphone. Using data traffic from app usage as a gauge, Localytics determined that Verizon Wireless’s iPhone 4 accounted for 20% of iPhone 4 units being used in the U.S. immediately following its launch this past February. Since that time, Verizon’s share of the iPhone 4 market has grown steadily according to the firm’s data, and it now stands at 32.3%. Verizon Wireless’ apparent rapid growth with the iPhone thus far could be stunted later this year if the iPhone launches on all four major U.S. carriers as BGR speculated earlier this week, but for the time being, the device continues to sell very well for the nation’s No. 1 carrier. More →

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Galaxy S II becomes Samsung’s fastest-selling smartphone, tops 3 million units in 55 days

By on July 4, 2011 at 12:31 PM.

Galaxy S II becomes Samsung’s fastest-selling smartphone, tops 3 million units in 55 days

Samsung on Sunday announced that its Galaxy S II smartphone has quickly become the fastest-selling smartphone in the South Korean technology giant’s history. Shipments of the company’s new superphone have topped 3 million units in just 55 days, meaning Samsung has shipped an average of more than 54,545 Galaxy S II smartphones each day since its release. Impressively, Samsung achieved the feat before the device even launched in the U.S., one of the company’s top markets for its original Galaxy S smartphone — which took 85 days to reach the same 3 million-device milestone. “Announced at Mobile World Congress 2011, the GALAXY S II represents our most advanced smartphone to date and demonstrates Samsung’s commitment to deliver premium, market-defining devices,” said Samsung’s mobile boss, J. K. Shin, in a statement. “This milestone reflects the continued strong support from our carrier partners around the world who have chosen the GALAXY S II as their flagship Android device.” Samsung’s full note to the press follows below. More →

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HTC sees record revenue in June

By on July 4, 2011 at 9:45 AM.

HTC sees record revenue in June

HTC continued on its warpath toward becoming the No. 4 smartphone vendor in the world last month as the company recorded record revenue of NT$45 billion ($1.55 billion USD) in June. This marks the third straight month that the Taiwan-based mobile giant saw revenue hit a new high, and it was up 10.9% over May. HTC’s second-quarter revenue totalled NT$124.3 billion ($4.2 billion USD), topping the company’s earlier projection of NT$120 billion, and growing 19.43% over the first quarter of 2011. HTC has not yet reported its full earnings for the month of June, but analysts estimate that the company shipped 11.6 million smartphones in the second quarter, bringing first-half shipment totals to roughly 21 million units. More →

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HTC to displace RIM as No. 4 smartphone vendor

By on July 1, 2011 at 2:30 PM.

HTC to displace RIM as No. 4 smartphone vendor

HTC is set to slide into the No. 4 spot on the list of the world’s top smartphone vendors next year according to Taiwan-based research firm Market Intelligence Center. The slot is currently held by BlackBerry maker Research In Motion. Headquartered outside Taiwan’s capital, HTC has quietly built a smartphone empire as well as one of the highest market caps of any tech company on the Taiwan exchange. HTC builds some of the most popular Android smartphones in the world, and the company reported profits of NT$14.83 billion in the first quarter of 2011 — triple the profit it recorded in the same quarter one year prior. HTC also shipped 9.7 million smartphones in the first quarter, which represents a 192% improvement over the first quarter of 2010. Market Intelligence Center estimates that global smartphone shipments will reach 452 million units this year, and 1.084 billion units in 2015. More →

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