Become a MacRumors Supporter for $50/year with no ads, ability to filter front page stories, and private forums.



Apple's $749 iPhone XR was the top selling smartphone in North America during the first quarter of 2019 according to new smartphone shipment data shared today by Canalys.

Apple shipped over 4.5 million iPhone XR devices during the quarter, and it made up 13 percent of total North American shipments. Samsung's Galaxy S10+ and Galaxy S10e were the other two most popular smartphones in Q1 2019, accounting for 6 percent of shipments each.

canalysiphonexr-800x450.jpg

Though Apple's iPhone XR was the top selling smartphone in North America during the quarter, Apple still saw a 19 percent drop in year-over-year shipments.

Apple shipped 14.6 million devices in Q1 2019 in total, compared to 17.9 million devices shipped during the first quarter of 2018. Despite the drop, Apple managed to maintain 40 percent market share in North America, one of the regions where it sees strong performance.

canalysshipments-800x642.jpg
Samsung shipped 10.7 million devices for 29.3 percent market share, while LG shipped 4.8 million devices and Lenovo shipped 2.4 million devices. Overall North American smartphone shipments were down an estimated 18 percent during Q1 2019, totaling 36.4 million shipments.

Canalys believes that in order to better compete in 2020, Apple will need to launch devices with "radical new features" that will better appeal to consumers. Thus far, rumors suggest Apple's 2019 iPhones will be largely similar to the 2018 iPhones, but with major camera improvements that could draw in upgraders and new customers and better compete with devices like the Google Pixel with its Night Sight mode.

Article Link: Apple Shipped an Estimated 4.5 Million iPhone XR Devices in North America in Q1 2019
There are no “radical new features “. Smartphones are mature products. Noting revolutionary is going to be introduced by any company anytime soon.
 
  • Like
Reactions: Shanghaichica
There is very little reason to upgrade to newer models, smartphones have hit a tech. ceiling I guess. Incremental benefits won't let people buy $1000 cellphones yearly.

Apple is stupid if they thought they can sell 100M iphone forever every year, its called market saturation.
 
One of my best friends has only ever bought LG phones since they started making them. He talks about them by model name as if everyone he encounters also follows phone models like sports teams and is at all familiar with what he's talking about, which they aren't. He's a network engineer.

He still uses a Yahoo mail account. ...which he paid/pays for. Imagine it, an IT professional, paying for a yahoo mail account... And he still listens to the cheesy music we listened to in high school. He has a beautiful doctor wife and 4 great kids. He owns nothing that would be considered a quality product, and is completely unable to understand the difference between a lovingly restored century old handmade wooden canoe and a rubber tupperware boat stamped out of a mold in china yesterday. He lives like John Belushi. None of us who've known him his entire life know what to make of any of these things.

You asked who's buying LG phones, well, that's the one I know.

Omg, your description of this guy has me in tears LOL
 
I can see how the Xr did so well: They offered $300 for my 7max toward the purchase of the Xr. For $400something it was an easier decision for me to make. I was not interested at $700+ for the phone.
 
1. The numbers are for Q1 2019.
2. The S10 was launched in 8 of March 2019 so it's been on the market for around 2 months in total.

Q1 is January through March. Galaxy S10 was released on 8th of March so it's only less than one month's worth of sales as compared to full three months' worth of iPhone Xr sales so the S10 is ahead.

Since the iPhone Xr isn't premium like the S10 the true comparison will be against the Pixel 3a which is on another level of smart category.

Either way outlook for iPhone Xr is gloomy since it's not premium nor smart.
 
Last edited:
Be serious? What exactly would you expect and based on whta?

A quote from Canalys:

"Samsung narrower Apple's lead in the first quarter, shipping 29% of North America's smartphones, against 23% in Q1 2018. Samsung scheduled an earlier launch date for the S10 series, and more than doubled shipments over the S9 series in their respective launch quarters"

So no the S10 phones haven't sold poorly.

It's estimated that Apple sold 16M XS and XR models in November last year, likely finishing around 26-28M for that initial 2 month period. So I would expect Samsung to sell at least 20M in the same 2 month initial time frame. They only sold 10M in the entire 1st quarter, which includes all of their smartphone models. I'd say that's pretty poorly. Basing their growth off the S9 flop doesn't mean it did well compared to Apple.
[doublepost=1557507882][/doublepost]
I think the S10 actually increased the market share for Samsung in the US, however it’s more impressive that the XR, 5+ months into it’s life span beat the S10+ and S10e combined.

It may have, but I would still expect them to sell more than 10M smartphones in the entire quarter. Agree though, the XR is the clear winner here.
[doublepost=1557509894][/doublepost]
There is very little reason to upgrade to newer models, smartphones have hit a tech. ceiling I guess. Incremental benefits won't let people buy $1000 cellphones yearly.

Apple is stupid if they thought they can sell 100M iphone forever every year, its called market saturation.

Your right, we have hit a ceiling with smartphones, but Apple isn't stupid at all. They knew the smartphone market had peaked years go. They actually began the shift with the iPhone X, anticipating to sell less iPhone's for a higher ASP. This, coupled with their services and wearables focus from years back have turned out to be a brilliant business decision. Tim Cook should really be commended more for this move. Large corporations often need to pivot in the face of a changing industry - Apple did just that. You may not like their products, but they are anything but stupid.
 
Last edited:
Huawei is one reason Samsung revenues tanked. Android manufacturers are killing themselves to make a profit (only the phones and ecosystem), while Apple made 11b.

Which is why Huawei is a much more fierce competitor than Samsung. Not only do they hold 30-40% of the Global telecom equipment revenue, they are also heavy on patents in 5G. The most important thing is they are making a profit. I often wonder how long could Xiaomi and BBK sustain burning cash.

Samsung's revenue tanked has a lot more to do with NAND and DRAM prices, where it hold close to or exceed 50% market.
 
  • Like
Reactions: I7guy
Q1 is January through March. Galaxy S10 was released on 8th of March so it's only less than one month's worth of sales as compared to full three months' worth of iPhone Xr sales so the S10 is ahead.

Since the iPhone Xr isn't premium like the S10 the true comparison will be against the Pixel 3a which is on another level of smart category.

Either way outlook for iPhone Xr is gloomy since it's not premium nor smart.
If form follows function the pixel 3a will be a niche player and sales of the s10 will be meh. The xr will be the winner.
 
Outside the USA Apple is losing it's cool very fast. Lots of competitors are offering their flagship phones, with capabilities beyond the iPhone XS, at the starting price of Apple’s XR. Combine that with crippled Apple services (outside the USA) and a very rapidly evolving Android, I don’t see Apple being able coming back.

Apple might still be a very profitable company, but their foundation started to rotten years ago by neglecting their hard- and software for too long. It looks to me Apple has lost it’s focus and will to compete. They’ve lost all key areas they were king not so long ago. You can use the excuse that Apple has been transforming into a mobile first company, but they’re losing that too.

Years of greed and lack of investments are to blame. Apple as a company has lost its soul. It’s missing the eagerness to innovate. You can see it back in their keynote presentations. They all are missing products, the vibe they once had. Apple has lost its cool.

Then why are you here?
 
It’s so weird how the XR is the most popular of the 3 new iPhones but I see more XS and XS Max iPhones more then I see XR’s
 
It’s so weird how the XR is the most popular of the 3 new iPhones but I see more XS and XS Max iPhones more then I see XR’s

Probably a regional thing. Certain regions can be "richer" than others, and lean more towards a specific device or pricepoint than another.

For example, I see more X or Xs here as well than Xrs. iin fact, I can't recall seeing an Xr at all. So in the area around me, there's clearly a demographic that is willing to spend the money for the X(s) instead of the Xr.

But due to the high price of the X, I think overall you'll find more people in more demographics overall probably lean Xr.

Surprisingly in the last few years is I've seen a bigger shift away from iPhones in general. used to be that 6/10 people I met were on an iPhone. Now it seems more like a 1/10. I've also noticed many at work have started switching (I see device enrollment) from iPhone to some variant of android. S8 and S9 seem to be the most popular targets right now. With a few Huawei's in the mix.
 
Probably a regional thing. Certain regions can be "richer" than others, and lean more towards a specific device or pricepoint than another.

For example, I see more X or Xs here as well than Xrs. iin fact, I can't recall seeing an Xr at all. So in the area around me, there's clearly a demographic that is willing to spend the money for the X(s) instead of the Xr.

But due to the high price of the X, I think overall you'll find more people in more demographics overall probably lean Xr.

Surprisingly in the last few years is I've seen a bigger shift away from iPhones in general. used to be that 6/10 people I met were on an iPhone. Now it seems more like a 1/10. I've also noticed many at work have started switching (I see device enrollment) from iPhone to some variant of android. S8 and S9 seem to be the most popular targets right now. With a few Huawei's in the mix.

I saw many switched to Android during the iPhone 5 era only to switched back to iPhone 6s or later. I wasn't surprised, I consider those phone were crap. I now see many switching to Android again, but this time I think the Android phone are very decent.

But then I always think and Android and iOS are two different mentality. Android is a dumped down PC in your pocket, you could tinker and do all sort of things in it. iOS is an Appliance with many functions. And many geeks or nerds will always flavour some tinkering.
 
Probably a regional thing. Certain regions can be "richer" than others, and lean more towards a specific device or pricepoint than another.

For example, I see more X or Xs here as well than Xrs. iin fact, I can't recall seeing an Xr at all. So in the area around me, there's clearly a demographic that is willing to spend the money for the X(s) instead of the Xr.

But due to the high price of the X, I think overall you'll find more people in more demographics overall probably lean Xr.

Surprisingly in the last few years is I've seen a bigger shift away from iPhones in general. used to be that 6/10 people I met were on an iPhone. Now it seems more like a 1/10. I've also noticed many at work have started switching (I see device enrollment) from iPhone to some variant of android. S8 and S9 seem to be the most popular targets right now. With a few Huawei's in the mix.
If we are discussing anecdotal, iphone notch seems to be everywhere overwhelmingly in my region, with Samsung galaxy line after that and the other android models. It's tough to distinguish at a distance the notch model though.
 
It's estimated that Apple sold 16M XS and XR models in November last year, likely finishing around 26-28M for that initial 2 month period. So I would expect Samsung to sell at least 20M in the same 2 month initial time frame. They only sold 10M in the entire 1st quarter, which includes all of their smartphone models. I'd say that's pretty poorly. Basing their growth off the S9 flop doesn't mean it did well compared to Apple.
Well you are simply wrong.
 
Got it. My opinion = wrong. Your opinion = right. I don't mind either way how Samsung is selling, I just expected better.
Yes, your opinion is wrong and unlike you I only stated facts.
You expected more based on some random self imposed metric that doesn't make much sense anyway.
You most likely didn't even read the explanation on Canalys. They talk about Q1 2019 so the S10 was only available for the last month of the quarter but still managed to grab the second and third place in overall sales.Yeah according to you that means it's surprising how poorly the S10 sold.

Apple's fall in Q1 is due to low sales of their latest flagships in particular. But you said "impressive for Apple". What so impressive? The fact that although "they were helped by carrier and retail discounts on older models as well as the growing use of trade-in promotions it was not enough to offset the shortfall of iPhone shipments in Q1" in the US, their most favorable market by far?

Basing their growth off the S9 flop doesn't mean it did well compared to Apple.
No, the fact that Samsung managed to gain market share to the detriment of Apple means that they did well compared to Apple. Very simple logic.
 
Last edited:
One of my best friends has only ever bought LG phones since they started making them. He talks about them by model name as if everyone he encounters also follows phone models like sports teams and is at all familiar with what he's talking about, which they aren't. He's a network engineer.

He still uses a Yahoo mail account. ...which he paid/pays for. Imagine it, an IT professional, paying for a yahoo mail account... And he still listens to the cheesy music we listened to in high school. He has a beautiful doctor wife and 4 great kids. He owns nothing that would be considered a quality product, and is completely unable to understand the difference between a lovingly restored century old handmade wooden canoe and a rubber tupperware boat stamped out of a mold in china yesterday. He lives like John Belushi. None of us who've known him his entire life know what to make of any of these things.

You asked who's buying LG phones, well, that's the one I know.

I'm framing this.
 
Yes, your opinion is wrong and unlike you I only stated facts.
You expected more based on some random self imposed metric that doesn't make much sense anyway.
You most likely didn't even read the explanation on Canalys. They talk about Q1 2019 so the S10 was only available for the last month of the quarter but still managed to grab the second and third place in overall sales.Yeah according to you that means it's surprising how poorly the S10 sold.

Apple's fall in Q1 is due to low sales of their latest flagships in particular. But you said "impressive for Apple". What so impressive? The fact that although "they were helped by carrier and retail discounts on older models as well as the growing use of trade-in promotions it was not enough to offset the shortfall of iPhone shipments in Q1" in the US, their most favorable market by far?

My opinion of expecting higher sales from Samsung can't be wrong, it's an opinion. Even through the first month, that's not all that high for a flagship phone. Apple sold 50% (XS/XR) more in the same time frame. What was impressive about Apple was that they recognized a stagnant smartphone market early on, pivoted their focus to wearables and services, and still managed to take the bulk of the smartphone profits AND increase overall revenue for the quarter. Companies often need to pivot within their respective industry and Apple did just that.
 
Last edited:
  • Like
Reactions: FFR
My opinion of expecting higher sales from Samsung can't be wrong, it's an opinion.
No but you opinion that "Samsung did poorly in terms of sales" is wrong. At least pay attention.
Also Apple only increased prices. They didin't pivot anything.
 
No but you opinion that "Samsung did poorly in terms of sales" is wrong. At least pay attention.
Also Apple only increased prices. They didin't pivot anything.

In my opinion, they did do poorly. I was expecting higher numbers from a flagship phone and actually thought they had a great product/strategy. Well if you looked at Apple’s numbers for the quarter, you would see they increased their revenue from services, wearables, and iPad as well. Services and wearables are clearly a major focus for them moving forward. See chart below if you need a little help, the higher the colored line, the higher the revenue. There is a legend for which color represents which business line. Yellow, grey, and purple are the ones I touched on. Hope that helps.

Screen-Shot-2019-04-30-at-4.37.10-PM-800x576.jpg
 
Last edited:
  • Like
Reactions: FFR
In my opinion, they did do poorly. I was expecting higher numbers
Yeah but you didn't give any plausible reasons for the numbers you expected so you are wrong, meaning that your claim about Samsung's doing poorly in terms of sales in Q1 2019 has no veridicity, deal with it instead of just wasting time with more irrelevant posts. I don't understand why you keep trying to defend an undefendable position.
Well if you looked at Apple’s numbers for the quarter, you would see they increased their revenue from services, wearables, and iPad as well.
Yeah because those are still growing business but it was nothing incredible.
 
Last edited:
Despite the doom and gloom stories I think Apple still did incredibly well and I think they will continue to do well going forward. However I think Samsung's operating profit being down 60 % has a lot more to do with them selling less components due to the decline in smartphone sales globally. They are one of the biggest suppliers of components so when when other manufacturers sell less phones it's going to hit Samsung hard. They sold less phones but the majority of the shortfall in their profit is due to them loosing component sales.

Samsung mobiles operating profit had a 40% decline last quarter. Samsung display posted a loss.

Samsung components also supply components to Samsung mobile. In fact Samsung mobile sources most of thier components from Samsung semiconductor and Samsung display. And none of those companies are currently doing well. [/b][/b]
 
Last edited:
Register on MacRumors! This sidebar will go away, and you'll see fewer ads.