Apple Set to Announce Blockbuster Quarterly iPhone Sales?

[zacman]

11.8 million would be pretty low for the iPhone. Android is expected to have shipped around 20-23 million phones in Q3 world wide. Android already shipped around 11 million in Q2.

So the trend in terms of marketshare seems to go down for the iPhone for almost one year now.

And according to Gartner the iPhone future in the smartphone market doesn't sound too good:

"An interesting element to Gartner’s research is what happens to iOS during the 2010 - 2014 period. By the end of this year, Gartner forecasts the iOS market share to be 15.4%, rising to 17.1% by the end of next year. However, three years into the future, by the end of 2014 Gartner forecasts the share to drop to under 15%. (...) In terms of market share, Apple's iOS will appear lackluster with a 14.9% share in 2014, compared to a 14.4% share in 2009. (...) While Android is mostly found in the high end of the market today, the multiple vendors selling Android phones are expected to expand into the other tiers by 2014, when the OS will have a projected 29.6% share."

 

[CP123]

Apple iOs is so much more today than the iphone. You have the iPod Touch as well as the iPad. It really doesn't matter how much Android phones are sold or what percentage of the market it has.

When I buy a phone, I don't look at market share. I look at what phone is best for me. Only a fool would look to see which phone sells the best, then make their decision based on that.

 

[Amnesia87]

11.8 million would be pretty low for the iPhone. Android is expected to have shipped around 20-23 million phones in Q3 world wide. Android already shipped around 11 million in Q2.

So the trend in terms of marketshare seems to go down for the iPhone for almost one year now.

And according to Gartner the iPhone future in the smartphone market doesn't sound too good:

"An interesting element to Gartner’s research is what happens to iOS during the 2010 - 2014 period. By the end of this year, Gartner forecasts the iOS market share to be 15.4%, rising to 17.1% by the end of next year. However, three years into the future, by the end of 2014 Gartner forecasts the share to drop to under 15%. (...) In terms of market share, Apple's iOS will appear lackluster with a 14.9% share in 2014, compared to a 14.4% share in 2009. (...) While Android is mostly found in the high end of the market today, the multiple vendors selling Android phones are expected to expand into the other tiers by 2014, when the OS will have a projected 29.6% share."

Apple's Response: lol

We are also impressed with Apple's ability to monetize its innovative products through selling high-margin consumer products that drive strong earnings results and growth trends for Apple shareholders. A case in point is the mobile phone market, where most handset OEMs struggle to post a profit or even 10% operating margins (except RIM and recently HTC), while we estimate Apple boasts roughly 50% gross margin and 30%+ operating margin for its iPhone products.

Link: http://tech.fortune.cnn.com/2010/09...ageous-share-of-the-mobile-industrys-profits/

 

[bkspero]

Good for Apple, but weep??

Anti-Apple trolls will weep on the 18th.

It is great news that Apply was able to quickly reverse the drop-off in sales for the quarter prior to the iPhone launch, and exceed 10 million iPhone sales this last quarter. But let's not get too cocky. If we assume a relatively small 5% growth per quarter from the March quarter's 8.8 million phones, then we should be expecting about 10 million phones this quarter anyway. Also, there should have been about 9.3 million units sold in the June quarter (5% growth over the 8.8 million in the March quarter), but it looks like about 900,000 people held off purchasing a new iPhone waiting for the IP4 (only 8.4 million were sold instead of an expected 9.3 million). If, as appears likely, most of those 900,000 "waiters" purchased an iPhone 4 in the Sept. quarter, then that raises the expected sales for the Sept quarter to about 11 million units. Just about what the financial analysts are projecting.

Bottom line, 11 million units sold for the Sept. quarter is very good, but it does not represent a surge of iPhone4 sales. It may simply be the combination of modest 5% per quarter growth (modest for smartphone sales), and unleashing of the pent-up demand that built in the June quarter while customers held off buying until the IP4 was available.

The key will be sales in the December quarter. Will there be a big jump, or will the pent up demand have dissipated and sales return to the prior growth rate.

One more point that should make us cautious when bragging to our Android brethren. Recall that early in the last quarter Schmidt shared that 200,000 Android phones were being activated daily. Up from 160,000/day in the prior quarter. Their activations certainly continued to grow during this last quarter, but even if we assume that they stayed at a rate of 200,000 per day, then that equates to sales of 18 million units in the last quarter! Approaching double the iPhone sales. If they continued the prior quarter's growth rate, they would have sold an average of about 220,000 units/day, or about 20 million units for the quarter. So we may find ourselves eating crow if we brag too much about iPhone sales.

We can also whine about including iPad sales...or even iPod Touch sales in iPhone sales figures, or about how its unfair that they are on multiple carriers. But bottom line is that it appears that Apple is losing the battle in the smartphone market that they pioneered. It may not be fair. It may be immaterial as long as you can continue to get an iPhone. But it is becoming difficult to deny.

 

[E.Lizardo]

Not too shabby for an "ugly" "un-Apple-like" phone that"can't make calls now is it?

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Good for them, when they get on another carrier they will improve numbers. I also expect to then start seeing BOGO for Iphones just like Android and BB.

You only give phones away free when you have trouble selling them at full price.Since Apple hasn't had that problem yet,won't in the near(12-18 months)future,And historically allows virtually no discounts on their products,I'd be willing to bet we wont see any BOGOs.Ever.

And free iPods with a Macbook don't count.That amounts to a small discount.really.

 

[Converse]

Around my campus, it seems everyone and their best friend have an iPhone 4. On the other hand, I've seen about 5 Android handsets total, which leaves me wondering, who's buying them all? :<

 

[limyc]

crazy upgrades

as a consumer, the upgrades to get to the front with new features can be quite confusing and from time to time, it gets trivial. apple started with iphone and has not looked back while the competition says the new kid on the block knows nothing about phones.

the consumer needs to know what he wants to do with the smartphone before he gets

apple also needs to get new partners like verizon to sell more iphones so that their market share does not get diluted. can be quite a distraction as verizon has plans of their own to further their interest in making more money.