Seems pretty insane considering last quarter, Samsung sold about 15 million GS3's and fewer Note 2s......I'd like to know where the other 50 million smartphones come from as well.....
Since Samsung only reports shipments to carriers, could it be possible the 70 million includes initial shipments of the GS4 to carriers? Timing might not be right though.....
There are lots of cheap smartphones nowadays.
There are people buying for $600, for $500, $400, $300, $200, $150, $100, $80, $50, $20. The proportion of people buying at each price stays the same. What changes is that the same people buy smartphones now, not because they want a smartphone, but because today, the $200 or $150 or $100 phone is a smartphone, and next week the $80 phone will be one.
And because of that, Apple's market share in the artificial "smartphone" market shrinks, because even though Apple doesn't care that you don't buy an iPhone if you only had $100 to spend in the first place, all the $100 smartphones are reducing Apple's market share. Apple doesn't care.
At first glance it was surprising to see Apple only grew 6.6% where each other top 5 vendor grew at least 50% and the "other" category grew 37%.
But then it clicked. The premium market is saturated. The only room for growth is at the bottom, which is exactly why analysts are pushing for a cheaper iPhone.
I'm still not convinced that a cheaper iPhone would be the best move for Apple... but if they want to have growth greater than 6% year over year, that is certainly what needs to happen.
There is no growth at the bottom. Every time some vendor sells a $100 smartphone, they have lost a buyer for a $100 feature phone. The only slightly meaningful number is the total phone market. A more meaningful number would be to count sales in dollars, not sales in units. If A sells a million phones for $600 each, and B sells six million phones for $100 each, they make the same revenue, yet one has six times more "market share".