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Apple and Android Gain Smartphone Marketshare at Expense of RIM and Microsoft

dokujaryu said:
I've been scouring the internet looking for the exact same information. Samsung nor Apple is breaking it down. Annoying.

The interesting thing about putting the Galaxy S and Galaxy S II in the same bucket, is that the Galaxy S and the iPhone 4 were released in June of 2010. This means you can also include QIII 2010 in the iPhone sales numbers which would put it 55 million Galaxy S Class phones vs. 95 million iPhones or around 62 million in a 2/3 range. I also don't think that is an unreasonable percentage to attribute to iPhone 4, but we are guessing.

Still, I don't think any of this matters to anyone but Samsung (and good for them!). The iPhone 4s is on track to sell close to 30 million in 2.5 months. Realistically, I don't see a drastic drop in demand after Christmas. For example, I know there will be another surge in February as more people come up for contract renewal on AT&T, there may be a Verizon surge as well, I don't know their renewal timeframes as well as AT&Ts. There will also be several mini-surges as the iPhone 4S comes to more markets and more small carriers. I think the iPhone 4S could easily sell 120 million units in the four quarters it has before the iPhone 5 comes out. Maybe the Nexus will too, who knows.
Click to expand...

Yeah... I purposely left out the July quarter to try to get a more accurate view of iPhone 4 sales.

But you're right... if you add it back in... it's a lot higher!

Apple sold 1.7 million iPhone 4 in the first 3 days of launch.

They topped themselves this year with 4 million iPhone 4S in 3 days. (!!!)

The upcoming quarterly announcement will be :eek:
 
Michael Scrip said:
Yeah... I purposely left out the July quarter to try to get a more accurate view of iPhone 4 sales.

But you're right... if you add it back in... it's a lot higher!

Apple sold 1.7 million iPhone 4 in the first 3 days of launch.

They topped themselves this year with 4 million iPhone 4S in 3 days. (!!!)

The upcoming quarterly announcement will be :eek:
Click to expand...

Anecdotal.

Apple Store - Century City/Los Angeles Cali - 12/24/2011



SONY Store - Century City/Los Angeles Cali - 12/24/2011



MICROSOFT Store - Century City/Los Angeles Cali - 12/24/2011



Dude, now tell me...Who's gonna have a BLOW OUT QUARTER? LOL!
 
AppleScruff1 said:
It looks like one Apple employee per customer. There are a lot of red shirts in that photo.
Click to expand...

Yep... it was Christmas Eve. Very busy.

I saw a similar sight at the Southpark Apple Store in Charlotte, NC on Christmas Eve too. Tons of customers and employees there as well.

And Wednesday... I was getting AppleCare+ for my new iPhone 4S that I received in the mail on Tuesday.

At 10am... there were are about 30 customers in the store... and 20 of them were attending various classes and training sessions.

There were 10 people at the Genius Bar learning how to use email on their iPads... a handful of people activating iPhones... a married couple getting software installed on a MacBook Pro... and another guy who was taking a class on Final Cut Pro. On a Wednesday morning.

Ya know... people always make fun of Mac users.

What I witnessed that day was.... people who were taking the time to LEARN how to use their computers and devices. It's unreal.

Oh... and the rest of the mall was practically empty at 10am...
 
I don't even know anyone who has ever considered getting a Windows phone. Bad move, Ford! They invested in MS for their car technology.

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gijoeinla said:
Anecdotal.

Apple Store - Century City/Los Angeles Cali - 12/24/2011

[url=http://img812.imageshack.us/img812/8039/applestcc122411.jpg]Image[/URL]

SONY Store - Century City/Los Angeles Cali - 12/24/2011

[url=http://img842.imageshack.us/img842/2387/sony122411.jpg]Image[/URL]

MICROSOFT Store - Century City/Los Angeles Cali - 12/24/2011

[url=http://img528.imageshack.us/img528/4636/micro122411.jpg]Image[/URL]

Dude, now tell me...Who's gonna have a BLOW OUT QUARTER? LOL!
Click to expand...

The Apple photo you used isn't really good for showing it. A lot of those people are just employees. You should see the Santa Monica 3rd Street Apple Store!
 
dokujaryu said:
All math jokes aside, I'm actually disappointed in these charts for not showing a point growth in total smartphone ownership. It just says 100% / 100%. I realize that's a total of the below figures, but I wish it had told me the delta since the last sample size.
Click to expand...

Just look at the numbers for "all phones", and then take Apple's percentage in that portion of the market, compared to Apple's percentage in smartphones. Since all Apple's phones are smartphones, you can then calculate how the smartphone ownership grew.

Apple's share was 9.8% vs 27.3%, so 27.3% of smartphones = 9.8% of all phones, so smartphones were (9.8 / 27.3) * 100% = 35.9% of all phones. Now Apple's share is 11.2% vs. 28.7%, so smartphones are (11.2 / 28.7) * 100% = 39.0% of all phones.

So Apple's share of phone ownership is growing faster than anyone else's, including Samsung, which seems to be mostly converting their own dumb phones to smart phones, while taking only very little sales away from competitors.


satpalram said:
Urgh.

Phone share: up 1.4%
Smartphone share: up 1.4%

Apple only sell iPhones... How can both numbers be the same?
Click to expand...

Basic maths. Smartphone percentage went from 35.9% to 39.0% of all phones. At the same time, cheaper and cheaper phones get the label "smartphone", while Apple only competes at the high end of that market.
 
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divinox said:
marksman said:
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No better than fourth. All three apple phones far outsell the top android handsets.
Click to expand...

source? (its not that it would surprise me, i'm just tired of people throwing imaginations out as facts).
Click to expand...

The numbers have already been published here on Mac rumors where the 4 and 3GS were outselling all android handsets this year. It is fair to assume that the 4s joins them.

You read these forums regularly. The numbers have been posted here so it should not be too hard to find.

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thenerdal said:
marksman said:
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No better than fourth. All three apple phones far outsell the top android handsets.
Click to expand...

Well, the Samsung Galaxy S II sold 44 million. iPhone 4 sold 28 million.

Now the iPhone 4 is a year old, the Galaxy S II isn't even a year old and outsold the iPhone 4.

We can't compare it to the iPhone 4S since it's been recently released and I highly doubt it sold more than 44 million worldwide.
Click to expand...

The Samsung galaxy s2 sold 44 million units in 2011?

Not close to true. I just pulled up a note that the original galaxy and s2 had 30 million units sold as of this past October since the launch of the original galaxy phone. So unless the s2 sold 30 million units in the last three months your numbers are watt off.

At the end of 2011 the 4s will have outsold the s2 for the year.
 
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divinox said:
marksman said:
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I agree with all that BUT I do think Microsoft will find an opening in the next five years. Google is torn between their current android model and their likely future of vertical integration with Motorola. Google will try to juggle both but either google or their partners will pull the plug in android at some point. Google Motorola simply will create too many conflicts to stand and google is trying to find ways to make money outside their core search business. This is why I think they will risk that business in the mobile space to try and follow an apple model. Buying Motorola just for patents would have been a horrible move for google so there is more there.
Click to expand...

Based on my knowledge of such endeavors in the past, i see close to zero likelihood of Google opting for a vertical strategy. The only way i see it happening at all would be if Google pulled people out of their own ranks, started a JV with Moto only targeting the high end, and then used that effort to fuel Android with innovation. But even that is highly unlikely, as the high-end is where the massive profits are and the other OEMs probably wouldn't like such a move. At this point, all it really takes for Android to lose is for other OEMs to push WP instead of Android*, and if Android is going to play second fiddle in Googles operation theres really no reason why they shouldn't jump ship.

* another option would be to make a fork themselves, but given their lack of software capabilities and the huge risk of doing so i don't see that as likely either.

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marksman said:
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Sounds like the company should just hire people who are less likely to lose a phone.
Click to expand...

Better not scout for talent at Apple then ; )
Click to expand...

I just think google is getting worried about android as it is. If they start favoring Motorola devices the oems will be pissed off. Unlike paying Firefox 300 million for search access their current hold on the mobile market is more precarious. I just dont see google sustaining android development like they are. If someone else besides apple or Microsoft made inroads they would be happy to bow out and just buy search and ad access.

Buying Motorola to defend oems when the oems could bail at any time is just not a sound business model. Google has no real control over their android beast. Look at the kindle. They can sell search to Microsoft if they want or start their own. I just don't see the current android model holding up. There is too much uncertainty for google when they could be locking in guaranteed revenue and profits.

Maybe google won't try to go vertical. They have the worst support and service of any company I have ever worked with. They treat some seven figure ad buy customers worse than someone asking for change at a drug store. They would need to create a pretty significant culture change to pull it off. It is just speculation on my part. I am just pretty convinced what google is doing in five years will be radically different.
 
gijoeinla said:
Anecdotal.

Apple Store - Century City/Los Angeles Cali - 12/24/2011

[url=http://img812.imageshack.us/img812/8039/applestcc122411.jpg]Image[/URL]

SONY Store - Century City/Los Angeles Cali - 12/24/2011

[url=http://img842.imageshack.us/img842/2387/sony122411.jpg]Image[/URL]

MICROSOFT Store - Century City/Los Angeles Cali - 12/24/2011

[url=http://img528.imageshack.us/img528/4636/micro122411.jpg]Image[/URL]

Dude, now tell me...Who's gonna have a BLOW OUT QUARTER? LOL!
Click to expand...

There's more red coats vs actual shoppers. What's your point?
 
Eric-PTEK said:
Viruses and the open source model will sour people on Android.

If MS was smart they would have plans ready to go for a FREE trade in of your BB fora W7M, including fee's. MS can take the financial hit.

Wait till people cannot text or email because there are viruses on their Android's. It will happen just give it time.
Click to expand...

Well, considering that you probably use an iPhone which can be jailbroken(!) just by VISITING(!) a website, you should probably not throw stones while you're sitting in a glasshouse... But like most Apple customers, you are oblivious to the fact that you're only living in an illusion of safety and prefer to blindly believe in Apple's marketing tam tam.

I rather use a platform that gives me the freedom of choice with all the possible dangers that are nothing but the price of freedom than live in Apple's censored walled garden where I can only suck up what their upper management drops from their table.
 
Eric-PTEK said:
Viruses and the open source model will sour people on Android.

If MS was smart they would have plans ready to go for a FREE trade in of your BB fora W7M, including fee's. MS can take the financial hit.

Wait till people cannot text or email because there are viruses on their Android's. It will happen just give it time.
Click to expand...

Winni said:
Well, considering that you probably use an iPhone which can be jailbroken(!) just by VISITING(!) a website, you should probably not throw stones while you're sitting in a glasshouse... But like most Apple customers, you are oblivious to the fact that you're only living in an illusion of safety and prefer to blindly believe in Apple's marketing tam tam.

I rather use a platform that gives me the freedom of choice with all the possible dangers that are nothing but the price of freedom than live in Apple's censored walled garden where I can only suck up what their upper management drops from their table.
Click to expand...

The funny part is that there are NO viruses for Android
 
You guys do realize that Apple's golden opportunity for the iPhone 4S was 4th quarter 2011? Ice cream sandwich is a very good operating system and only one phone has it. Wait until next year when OEM's have ice cream sandwich devices coming out their noses.
Apple must have a guaranteed hit with iphone 5 and even that is not enough. You guys are looking at today's results. What about 4-6 months from now when everyone waits for the next iphone to drop. If your reading this the majority of you that wanted a iphone 4S already have a iphone 4S. The more you wait the longer you hold out for the next model. Android is a lot more consistent every month and can offer high end models for as low as a penny if it has to.

Bottom line is that Apple needs a major game plan change. This is what I would do.

Have 3 high end models and stagger the releases:

iPhone 3.5 inch (smaller and more pocket friendly with higher dot pitch)

iPhone 4.5 inch (larger but has lower dot pitch)

iPhone 4 inch with keyboard (mid level dot pitch with physical keyboard)


Software level and resolution would be the same across all models to avoid app fragmentation and release them 4 months apart to keep interest alive. With this business model you have a iphone that fits everyone and sales are consistent throughout the year. Anyone else have a better idea?
 
cdmoore74 said:
Software level and resolution would be the same across all models to avoid app fragmentation and release them 4 months apart to keep interest alive. With this business model you have a iphone that fits everyone and sales are consistent throughout the year. Anyone else have a better idea?
Click to expand...

The interest is alive. People are buying iPhones at the rate of over 200,000 a day... all year long.

Apple doesn't have to keep coming out with new models... and waste money on design and engineering... to keep people interested.

I think one of the reasons Motorola is in the dumps is because they DO come out with so many models.

While I'd love to have an iPhone with at least a 4" screen... I'm pretty sure Apple knows what they're doing. However... my fingers are crossed for a slightly bigger iPhone... even though I just got an iPhone 4S two days ago.

If I don't buy the next iPhone... somebody else will. There are millions of people who are ready to upgrade... every day.

And they're probably gonna have iPhone on the brain instead of this week's XyDroid Epic 4G LTE Touch :D
 
i find it hilarious that the only explanation for fanboys why android phones r selling more is because they r so "cheap" etc. just because iPhones r redic over priced (lets face it - they are and i own 2) doesnt mean a <400$ Smartphone is "cheap". plus many android phones r being subsidised a lot better than apples iPhone. U can get the galaxy nexus for 1$ (550$ in retail) while the iphone is still 199$ (640$ retail)

android sells them "cheaper" = more money from quantity
apple sells them more expensive = make more money from each device

= everyones happy with their different approach

just as mac r more expensive than pc but both make enough
 
gijoeinla said:
Anecdotal.

Apple Store - Century City/Los Angeles Cali - 12/24/2011

[url=http://img812.imageshack.us/img812/8039/applestcc122411.jpg]Image[/URL]

SONY Store - Century City/Los Angeles Cali - 12/24/2011

[url=http://img842.imageshack.us/img842/2387/sony122411.jpg]Image[/URL]

MICROSOFT Store - Century City/Los Angeles Cali - 12/24/2011

[url=http://img528.imageshack.us/img528/4636/micro122411.jpg]Image[/URL]

Dude, now tell me...Who's gonna have a BLOW OUT QUARTER? LOL!
Click to expand...

I see a lot of red shirts in the Apple store. And my logical mind also tells me that an Apple fanboy who would go out of his way to take such pics would take and or post the less flattering picture of the competitors of Apple.
 
KnightWRX said:
Why then was the Samsung Galaxy S II, a top of the line high end phone one of the best selling Android model this year ? :rolleyes:

That doesn't make sense, according to you, it's the low end that's pushing Android up, not its high-end...
Click to expand...

It makes perfect sense. Let's pretend for a moment that the GS2 is the best selling Android phone by an average of a 4:1 margin. Now, let's look at the total number of Android phones on the market. Are there more than 4? Then the SG2 accounts for *less* of the Android market than the other phones. Given the sheer number of Android phones on the market, the GS2 would have to be outselling any other model by more than 20:1 in order to be what's pushing Android up. Unfortunately, there's little evidence to support that idea.

Given what we know about the market, it is *much* more likely that the low-end Android phones account for the majority of the sales during any given period. (For the exact same reason that Android phones, as a class, are outselling iPhones.)
 
Michael Scrip said:
The interest is alive. People are buying iPhones at the rate of over 200,000 a day... all year long.

Apple doesn't have to keep coming out with new models... and waste money on design and engineering... to keep people interested.

I think one of the reasons Motorola is in the dumps is because they DO come out with so many models.

While I'd love to have an iPhone with at least a 4" screen... I'm pretty sure Apple knows what they're doing. However... my fingers are crossed for a slightly bigger iPhone... even though I just got an iPhone 4S two days ago.

If I don't buy the next iPhone... somebody else will. There are millions of people who are ready to upgrade... every day.

And they're probably gonna have iPhone on the brain instead of this week's XyDroid Epic 4G LTE Touch :D
Click to expand...

thats the mistake every company makes when they r on top of their game. hey ppl buy it anyway so lets keep it as it is. but once someone comes up with a brand new "THE" thing they r like crap maybe we should have kept innovating instead of milking what we currently have. just look at blackberry or even myspace.

same reason why competition is good. do u think apple would have bothered with "multitasking" or improved notifications if people wouldnt have seen it somewhere else and were like OMG we need sth like that. but thats another story sooo
 
gijoeinla said:
Anecdotal.

Apple Store - Century City/Los Angeles Cali - 12/24/2011

[url=http://img812.imageshack.us/img812/8039/applestcc122411.jpg]Image[/URL]

SONY Store - Century City/Los Angeles Cali - 12/24/2011

[url=http://img842.imageshack.us/img842/2387/sony122411.jpg]Image[/URL]

MICROSOFT Store - Century City/Los Angeles Cali - 12/24/2011

[url=http://img528.imageshack.us/img528/4636/micro122411.jpg]Image[/URL]

Dude, now tell me...Who's gonna have a BLOW OUT QUARTER? LOL!
Click to expand...

Can someone digitally remove the worker bees from the Apple store so we can compare properly.
 
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