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Tim Cook on Android’s dominating market share: ‘Winning has never been about making the most’

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by Robert Nazarian on
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Apple head Tim Cook was interviewed yesterday at the D11 Conference and he had some interesting things to say about their main competition. The explosive growth of Android came up, and he doesn’t seem worried. He said, “Winning has never been about making the most” which if you’re reading between the lines, that means quality is more important than quantity. To further clarify, he said, “Arguably, we make the best PC, but we don’t make the most.” On the other hand, he said that they made the best music player and did make the most, but it wasn’t that way from the start.

Cook went on to explain that things aren’t always the way they seem. For example, tablet market share might be fairly close, but when it comes to the web market share there’s no contest, at least for North America. The iPad controls 80% of the web traffic and if you look at worldwide data from both smartphones and tablets, iOS controls nearly 60% of the market.

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Samsung wins in mobile market share, but Apple wins in profits

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by Robert Nazarian on
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Samsung has been killing it in terms of mobile market share, but Apple still leads the way when it comes to profitability. Actually, when you really look at it, Apple and Samsung are the only companies actually making a profit from mobile according to Canaccord Genuity. For the first quarter 2013, Apple took in 57% ($8.03 billion) of the total profits made from mobile, while Samsung came in second with 43% ($6.02 billion). If you’re doing the math, you will notice that the total combined is 100%, which ironically is down from 101% for the 4th quarter 2012. The rest of the manufacturers either broke even, had losses, or very small profits.

The fact that Samsung and Apple are controlling the profits is just part of the story. Countless market share reports have shown Samsung to be winning in terms of units sold, but so far it isn’t translating into pure profit. If you look at the trend though, Samsung is poised to take the lead soon. Looking back at the 4th quarter 2012, Apple led the way with 72% ($12.26 billion) of the profits and Samsung came in second with 29% ($5.03 billion). In looking at quarter vs quarter, Apple dropped 15% while Samsung went up 14%.  Samsung still has a ways to go, but there is no reason to believe Samsung’s growth is going to slow down anytime soon. The fact that the Galaxy S 4 was approved by the U.S. Department of Defense is just another indicator that they are moving full steam ahead.

source: Barrons

Latest numbers show Android maintaining smartphone OS dominance in U.S. market for first quarter

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by Jeff Causey on
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comScore released smartphone manufacturer and operating system data today for the first quarter of 2013 in the U.S. market. The numbers show Android continuing to dominate with 52 percent market share for operating systems. This was down slightly from December 2012 when Android held 53.4 percent of the market. Blackberry also slid down to only 5.2 percent of the market and Symbian took a small dip. Apple’s iOS was the big gainer for the quarter jumping 2.7 percent to grab 39 percent of the market and Microsoft also gained slightly. » Read the rest

Android tablets pull ahead in Q1 2013, running on 56.5% of all tablets shipped

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by Jared Peters on
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IDC has released their numbers for tablet market share in the first quarter of 2013, and it looks great for Android tablets. In the first three months of the year, 27.8 million Android tablets were shipped, up 247% from Q1 last year. The 27.8 million tablets also happen to make up 56.5% of all tablets shipped during the quarter, snagging the top spot from Apple. Apple’s share dipped to 39.6%, which is almost a 20% decline in market share from the previous year. While Apple didn’t ship less tablets, (they actually shipped almost 8 million more than they did in Q1 2012) there was a significant boon in the tablet market compared to last year, and a ton of those tablets ran Android.

Obviously, this just represents one quarter of this year, which a small slice of the pie. Android tablets have a ways to go, especially in popularity and app selection, before they can really penetrate the tablet market the way Android has done with phones. Still, though, grabbing up over half of an entire market in a quarter is a huge step in the right direction.

source: IDC

T-Mobile loses market share while Verizon and AT&T continue to dominate

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by Robert Nazarian on
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Kantar released their U.S. smartphone market share numbers for the 1st quarter 2013, and other than Android’s continued domination, there was some interesting news regarding carriers. It’s no surprise that the majority of smartphones are either on Verizon or AT&T. Verizon’s share is at 37.2%, while AT&T was at 27.9%. That’s a combined total of 65.1%. Sprint came in third at 12.3%, but the biggest news is T-Mobile’s decline of 3.2% down to 9.5%. In fact, T-Mobile was the only carrier to show a decline.

T-Mobile recently launched their UnCarrier plans that probably won’t change things for them since it doesn’t deliver what they are promising. The prices themselves are fine for those that bring their own phone, but the promise of buying phones off contract is simply not true. All they did was spread out the payments of the full retail price which you are obligated to pay, and is just another form of the traditional subsidized contracts that Verizon, AT&T, and Sprint offer.

source: Kantar

Samsung smartphone market share hits new record for 1st quarter 2013

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by Robert Nazarian on
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Samsung shows no signs of slowing down according to Strategy Analytics. They released numbers for the 1st quarter and Samsung hit a new record in terms of smartphone market share. They sold 69.4 million smartphones, which equates to a 33.1% market share, 4.2% higher than the 1st quarter 2012. Most of that increase came at the expense of Apple, which was at 17.9%, down from 22.8%. Apple could be peaking…

Woody Oh , Senior Analyst at Strategy Analytics said, “Apple grew just 7 percent annually and shipped 37.4 million iPhones worldwide in Q1 2013. Apple’s global mobile phone marketshare is approaching a peak. Apple will need to launch new models, or partner with additional major carriers like China Mobile, if it wants to expand significantly beyond its current ceiling of 10 percent global volume share.”

source: Strategy Analytics

 

New study says market for phablets, “superphones” to reach 825 million units globally by 2018

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by Jeff Causey on
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You have no doubt noticed a trend amongst most smartphone manufacturers to push the boundaries of screen size with several models on the market in the 5-inch or larger range. Samsung’s Galaxy Note series really pushed the market into this “phablet” sized range with its success, demonstrating there was a market for large devices. Transparency Market Research has published a new report that puts some numbers to what we seem to be seeing and predicts sales of phablets and superphones will reach 825 million units by 2018, generating $116.4 billion for manufacturers that jump into the market. Although North America has been the leader in the market to date, Asian Pacific markets like Korea, India and China are expected to experience the largest and fastest growth rates over the next five years. » Read the rest

Latest comScore report shows Android market share continues to shrink in the U.S.

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by Robert Nazarian on
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comScore_Feb2013_Top_PlatformsAndroid is still the king when it comes to OS market share in the U.S., but all indications show that it has peaked since the last few comScore reports show Apple gaining slightly at the expense of Android. For February 2013, Google’s Android came in at 51.7%, which is down from 53.7% from November 2012. Last month Android came in at 52.3% so you can see they are dropping a little each month. Even so, they are still the dominate OS as Apple came in at 38.9%, up from 35% 3 months ago. The rest of the pack includes the usual suspects, BlackBerry, Microsoft, and Symbian.

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Android takes early lead in 2013 for U.S. smartphone sales

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by Jeff Causey on
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Apple may wish this was an April Fool’s joke, but new data released today from Kantar Worldpanel ComTech shows Android has taken a lead in the U.S. market for smartphone sales for the quarter ended February 2013. The U.S. market has been a stronghold for Apple, which managed to maintain control of the market despite the growth of Android throughout other parts of the world. However, Kantar’s latest consumer panel, which focuses on sales, shows Android had 51.2% of smartphone sales for the period compared with 45.4% for the same period a year ago. » Read the rest

Samsung’s market share lead expected to double says analyst

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by Jeff Causey on
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With some analysts projecting Samsung’s new Galaxy S 4 will push the company back ahead of Apple in the worldwide smartphone market, the impact could be even more far-reaching according to IHS Research. In the broader cell phone market, Samsung is already number 1 in global shipments, leading second place Nokia by 5 percentage points.  IHS Research is projecting Samsung’s lead should expand to 11 percentage points by the end of 2013.

IHS Research did not project actual market share for 2013. However, two factors are expected to increase Samsung’s lead and likely increase their share from the 29% they currently lay claim to. The first, most obvious item will be the Galaxy S 4 which is already generating massive interest. Samsung uses a strategy of making devices ready for “a massive worldwide rollout through almost every operator” to help get their devices into the hand of as many people as possible notes IHS Research analyst Ian Fogg. The second issue will be Nokia’s continued fade and inability to break into the smartphone market. Even if third place Apple were to experience significant growth, they are still far behind at only 10% of the worldwide market.

source: CNET

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