Apple Trailed Samsung in Holiday Quarter With an Estimated 68.4M iPhones Shipped

Discussion in 'MacRumors.com News Discussion' started by MacRumors, Jan 30, 2019.

  1. MacRumors macrumors bot

    MacRumors

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    Apple was the number two smartphone vendor in the world during the 2018 holiday quarter with an estimated 68.4 million iPhones shipped, according to new data shared today by IDC.

    IDC's new iPhone shipment estimates come one day after Apple's Q1 2019 earnings call, which corresponds to the fourth calendar quarter of 2018. Apple no longer provides unit sales of iPhone, iPad, and Mac, leaving it to analysts to guess just how many devices were sold.

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    Samsung was the number one smartphone vendor during the quarter, according to IDC, with 70.4 million smartphones shipped for 18.7 percent market share.

    Apple, as the number two vendor, held 18.2 percent market share, but saw an 11 percent decline in iPhone shipments. During the holiday quarter of 2017, Apple shipped 77.3 million smartphones, so if IDC's 68.4 million estimate is correct, Apple sold 8.9 million fewer iPhones.
    IDC's data suggests that Apple sold more devices than Huawei, with Huawei shipping 60.5 million smartphones during the quarter. Huawei and Apple have been fighting for the number two position, with Huawei surpassing Apple during the second calendar quarter of the year.

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    Huawei is the smartphone vendor that saw the most growth during the quarter, with shipments up 43.9 percent. Oppo and Xiaomi were the number four and five smartphone vendors, respectively, with 29.2 and 28.6 million smartphones shipped.

    Overall, IDC says that 375.4 million smartphones were shipped during the quarter, down 4.9 percent year over year and marking the fifth consecutive quarter of decline.
    IDC is more generous with its iPhone shipment estimate than Strategy Analytics. Yesterday, Strategy Analytics said that Apple shipped an estimated 65.9 million smartphones for a 15 percent decline year-over-year. Canalys, meanwhile, is more optimistic and says that Apple shipped an estimated 71.1 million smartphones for a decline of just 7.3 percent year-over-year.

    With Apple no longer offering a breakdown of unit sales of the iPhone, iPad, and Mac, analyst estimates from sources like IDC and Strategy Analytics won't be able to be confirmed.

    Article Link: Apple Trailed Samsung in Holiday Quarter With an Estimated 68.4M iPhones Shipped
     
  2. magicschoolbus macrumors 65816

    magicschoolbus

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    #2
    People are bored with their iPhones.

    iOS needs a facelift.
     
  3. Rocketman, Jan 30, 2019
    Last edited: Jan 31, 2019

    Rocketman macrumors 603

    Rocketman

    #3
    I would like to see net profit as a field in that table. :D

    To respond to the whiners, because it is a BUSINESS and units sold is good for the ego, but profits received is the actual measure stockholders care about.

    If you are whining and neither have an iPhone or iPad and have no APPL stock, why are you even posting? I ask.
     
  4. kingofwale macrumors 6502a

    kingofwale

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    #4
    "I'm not number 1?? You know what? I won't even tell you how many I'm selling"
    --Apple
     
  5. calzon65 macrumors 6502a

    calzon65

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    #5
    Not a good week for Apple (earnings issues, forecast adjustment, Tim's comments about high price, etc.). Maybe Tim will realize he needs to do something.
     
  6. madKIR macrumors 6502a

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  7. bladerunner2000 Suspended

    bladerunner2000

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    #7
    When you make a phone without a headphone jack and then rip people off with ridiculous prices... this is bound to happen.

    Congrats Apple, you're starting to sink.
     
  8. Ghost31 macrumors 68020

    Ghost31

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    #8
    I’m ok with apple selling less. I want to see them sweat for awhile and hopefully some kinda innovation finally comes. Right now the headlines are “apple sold 11 million less iPhones this year than last year” and all the apple fans are sniffing their own farts and pretending like it doesn’t matter. And “apple is doomed right? Haha” keeps on going but it’s really like ok...

    We are at a peak in smartphones and people are keeping them longer and price is a real issue. At what point does anyone start talking about apple having to step up their game? When they sell 20 million less? 30? They’re a highly profitable company but at the same time, it is important to notice trends and where things are going. And I really hope apple is reactive to this and not just sticking their heads in the sand all “everything’s fine ! People love price increases!”
     
  9. Cosmosent macrumors 6502a

    Cosmosent

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    #9
    1.) FCS for the iPhone X was what date ???

    2.) FCS for this year's XS, XS Max, & XR occurred on what dates ???

    Apples-to-Apples comparisons requires the Audience knowing that.
     
  10. citysnaps macrumors 601

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    #10
    Oh well...shrug.
     
  11. mtneer macrumors 68030

    mtneer

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    #11
    I am surprised there hasn't been anyone who has come up with the trope that Samsung sells a bazillion models, while Apple only sells one... oh wait...
     
  12. CWallace macrumors 603

    CWallace

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    #12
    Or Revenues. ;)


    They can use the money to help cover their legal fees in all the criminal cases being filed against them.
     
  13. rtomyj macrumors 6502a

    rtomyj

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    #13
    The only company I see declining from the charts is Samsung... which as still clinging onto the jack... bruh?
     
  14. calzon65 macrumors 6502a

    calzon65

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    #14
    You are 100% correct … I still use the 6s because I don't want to spend $1000 to give up the headset jack.
     
  15. fermat-au macrumors 6502

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    #15
    The second table in IDC report, that wasn't included in the MacRumors story, is actually more relevant. It show volume across the whole of 2018, not just Q4
    Screenshot.png
    Apple and Samsung were quite close in sales in 18Q4, but Samsung were significantly ahead of Apple and all other companies in overall 2018 shipments. Apple's Q4 is always much better than their Q1, Q2 and Q3, as Q4 is not only the holiday quarter but also the quarter the new iPhones are released. Samsung's phone sales are spread more evenly

    Apple Q4: 18.2%
    Apple 18: 14.9%
    Samsung Q4: 18.7%
    Samsung 18: 20.8%
     
  16. The Game 161 macrumors P6

    The Game 161

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    #16
    Apple sinking lol as if...

    They still are selling a huge amount even given the issues in recent months.
     
  17. givemeanapple macrumors Demi-God

    givemeanapple

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    #17
    That's expected when you want to rip off your costumers to keep your profit margins as high as possible.
     
  18. Baymowe335 macrumors 601

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    Oct 6, 2017
    #18
    Yeah, only $20B of profit in 90 days, just like last year.

    1.3B devices to 1.4B in 12 months. Notice how despite iPhone sales shrinking, the devices grew nicely? And services grew 20%? People will upgrade eventually, but they aren't switching to Android.

    Apple is moving to services company and as long as that device base is growing, all is well.

    Hilarious narrative, but keep sticking to that data point.
     
  19. fermat-au macrumors 6502

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    #19
    The most important conclusion from this IDC data isn't that Apple is #2 and Samsung #1.
    What is interesting is that the smartphone shipments are down 4.9% YoY, but Apple is down down 11.5% YoY and all the growth is coming from the Chinese companies.
     
  20. Baymowe335 macrumors 601

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    #20
    Why should they? They should have stopped 3 years ago because it's all anyone ever focused on and it distracted from the larger story at Apple.

    Relevant data would be people switching away from Apple, but the user base keeps growing and growing. And services keeps growing at 20%.

    They are trying to change the narrative on their company and it's the right thing to do for investors. As an investor, I love the move.
    --- Post Merged, Jan 30, 2019 ---
    Because they give the devices away and track your every move if you do pay for one.

    People with iPhones aren't moving to those Android phones. See that "others" category? Those are the people moving to Chinese competition along with people in the undeveloped world getting their first cheap phone.

    Show me data that people are switching away from iPhone. THAT is what matters.

    1.3B devices went to 1.4B in 12 months, so another 100M active devices. Apple doesn't need to keep growing iPhone sales to be successful.
     
  21. absynth macrumors regular

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    Nov 8, 2009
    #21
    So let me see, (1) they stopped selling the $400 SE (2) they introduced an even more expensive $1100 phone with ludicrous storage upgrade tiers all the way up to $1450. Everybody agrees ASP went up this Q compared to a year ago.

    Yet IDC believes sales went down only 11%? If this were true ASP fell 4%. I call BS on this forecast, sales were max. 65.9 milion (=same ASP as last year) but likely lower.
     
  22. NomadicTy macrumors regular

    Joined:
    Feb 11, 2007
    #22
    If Apple does not come up with something to replace the iphones sales volume decline, they could end up like Altria. Higher earnings for years, based on raising prices on the remaining addicted people, but with declining product sales volume. It's taken years for Altria to feel the pinch, but it is happening now and it's showing in their stock price.
     
  23. pat500000 Suspended

    pat500000

    Joined:
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    #23
    So apple doesn’t want to reveal units sold...
    That’s okay. It probably didn’t aell due to apple trying hard to advertise the “trade in.”

    Go back to being coo.
     
  24. ryanwarsaw macrumors 68020

    ryanwarsaw

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    #24
    We live in parallel universes it seems. This week has made me more optimistic about Apple than I have been in a few months. AAPL is up 7% today, new iPads including a mini, AirPods soon, services are growing nicely and should double by 2020, phones that have sharks with lasers on their camera, price drops in emerging markets, a streaming service to be launched mid-April.

    I am sorry Tim can't design you a glass that's half full.
     
  25. yaxomoxay macrumors 68040

    yaxomoxay

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224 January 30, 2019