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Apple Was the Only Top Smartphone Vendor to Increase Shipments Year-Over-Year Last Quarter

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Apple was the only top smartphone maker that saw a year-over-year increase in shipments in the last quarter, while Samsung, Oppo, Xiaomi, and others saw steep declines in their respective mobile smartphones.

Apple-iPhone-13-Pro-color-lineup-2022.jpg

Apple yesterday announced record earnings for the March quarter, with more than $97 billion in revenue, beating expectations. Following the results, Strategy Analytics, Canalys, and IDC have shared their reports of smartphone shipments for the last quarter. They all differ in exact numbers and estimates, but across all three reports, Apple was the only maker to have experienced growth in the last quarter.

Canalys-q1-iphone-shipments.png

Per information by Canalys, Apple saw growth of 8% compared to the same quarter last year, now taking up 18% of the total market share. Apple still lags behind Samsung in its overall market share, but Samsung saw a decline of 4% in the last quarter. Strategy Analytics reports that other Android smartphone makers, such as Oppo and Vivo, saw 29% and 30% drops in their market share.

Apple in the last quarter said the iPhone grew over 5% year-over-year, accounting for $50.6 billion despite ongoing supply constraints. Apple CEO Tim Cook says that demand for the iPhone 13 lineup remains strong and expects demand to continue. Apple has been dealing with ongoing supply chain issues, caused by new COVID-19 restrictions and lockdowns in mainland China. Apple is expecting the supply chain issues to continue into the next quarter.

Article Link: Apple Was the Only Top Smartphone Vendor to Increase Shipments Year-Over-Year Last Quarter
 
Article Link
https://www.macrumors.com/2022/04/29/apple-only-smartphone-to-grow-last-quarter/
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Samsung's YoY shipments were -4% yet their market share increased from 22% to 24%. This appears to be due to a steep drop in shipments from competing Android phones from Xiaomi, OPPO and others. This is not a healthy development for Android.

The fact that Apple's share is currently only 18% demonstrates there is still considerable room for Apple to continue to grow phone sales. What's unknown though is how much of that market is reachable at Apple's current MSRP's. For sure some of the 24% share Samsung owns is in play since several of Samsung's phones are quite pricey and up-market.

Going forward it'll be interesting to see if and how Apple decides to intensify their push at the lower end of the market to capture even more share. It'll be at lower hardware margins than they currently enjoy but if their service offerings continue to grow they can make up the difference in total platform revenue.

Whatever they decide it's clear Apple has plenty of runway left to grow sales. That's incredible considering how they posted $77B in revenue for the quarter.
 
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threesixty360 said:
interesting that Apple's market share is 15% yet they want to force Apple to apply changes to make them do what the 85% are doing. And there basing this on Apple being a monopolist distorting the market... like how, with 15% can you distort the market???
lol
Click to expand...
Keep in mind these are worldwide share numbers. Apple's market share in developed economies is much higher. For example, Apple's share in the US market is over 50%.
 
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must Be that new green model! But really I think a lot of this is 5g. A lot of 4g iPhones still out there, and carrier deals are really high pushing consumers to 5g handsets With great trade in values.
 
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I take public transportation everyday and the amount of iPhone 12/13 models I see in use, I’m not surprised. It’s like people decided I want to have the current design. Even the project manager at work switched out from their 7 to a iPhone 12 Pro Pacific Blue.

I still see some older touch ID models though, they are not going without a fight.

What does this mean for the long term though? Because for most users, I don’t see them easily upgrading from a 12 or 13 unless Apple goes aggressive on trade ins.

Even I can’t find a good reason to upgrade from my iPhone X. But it’s impressive to see so many 12/13 models in so many hands.
 
How much was that deal Tim made with the CCP. 300 Billion I think. That's how things go when the CCP builds roads just for Apple's supply chain. Also I'm assuming Apple gets priority from suppliers because you know they're swinging the biggest stick.
 
BootsWalking said:
Keep in mind these are worldwide share numbers. Apple's market share in developed economies is much higher. For example, Apple's share in the US market is over 50%.
Click to expand...
yeah I think its 50% in the USA but thats Apple's home market and a huge exception. Samsung have 65% of the Korean mobile market. Also, there are no serious USA based handset makers left anyway! So if Apple only had 20% of their home market it would unacceptable that China & Korea would own the majority of the handset market in the USA.

The EU is creating a whole set of laws to bring Apple in to line and Apple have 25% market share in the EU (wildly skewed towards the richer western Eu countries). So again, how does 25% of the market distort the market for consumers?

Its baffling...
(Well its not really, its a shakedown because of that 15% market share Apple have, their users spend the most money so most of the profits in the industry are with Apple, even though they own very little of the market).
 
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I personally think this is more about the lower end of the market. People strapped for cash have probably reduced spending while the upper end of the market continues to grow. Quality products are always able to withstand economic pressures.
 
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djcerla said:
Smartphones are the most important single object in people’s lives. No wonder many want reliable, well supported devices that keep their value much better than the competitor’s.
Click to expand...
My home is far more important. And my car. Hell, and my refrigerator.

I do like the way that my phone, tablet, laptop, desktop, and watch play nicely together, though.
 
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