iPhone 5c supply cuts, iPad losing revenue game, overpriced iPhones… It must be a Friday.

By Christian Zibreg on Nov 15, 2013

What better way to manipulate AAPL than trash-talk the company on a Friday and let bloggers disseminate FUD? First, UBS analyst Steve Milunovich articulated his disappointment with iPad sales because the tablet in general “simply isn’t a must-have device” (I swear I’m not making this up).

Next, Henry Blodget (who runs Business Insider) is back with his ‘iPhone dead in the water’ meme: Apple’s refusal to go for low-value customers has been ticking Blodget off for some time, even if the move carries the real risk of damaging the brand beyond repair.

Then, a Chinese blog asserts Apple is further trimming the iPhone 5c production as early adopters continue to prefer the flagship iPhone 5s. Finally we have Morgan Stanley creatively putting all of the Android tablets together – including those sold on the Moon plus sub-$50 no-names sitting in the drawer collecting dust – to proclaim Google’s platform a revenue winner.

Grab your popcorn and chillax… Read More


IDC: in Asia, phablets now outselling both PCs and tablets

By Ed Sutherland on Sep 4, 2013

If a camel is a horse created by committee, then a phablet is a device built by indecision between a smartphone and tablet. Whatever the definition, popularity of the product with a screen between five and seven inches diagonally is skyrocketing in much of Asia. According to IDC, sales of phablets led tablets and portable PCs, up 620 percent in the second quarter compared to the same period in 2012… Read More


IDC: China’s iPad market share slashed by strong home-grown competition

By Ed Sutherland on Aug 21, 2013

In every analysis listing market share, there is that mysterious ‘Other’ category which lumps together all the lesser-known players. Now comes word ‘Other’ is making a name for itself, as the Apple iPad’s share of the increasingly important China market was almost cut in half during the second quarter.

Researcher IDC said Tuesday Apple’s tablet market share in China fell to 28 percent during the second quarter of 2013, down from its usual level above 50 percent. Some 46 percent of tablets shipped to China were made by ‘Other’ tablet brands, often low-cost Android devices, according to the research firm… Read More


For this analyst, Apple needs both low-cost iPhone and iPhablet to stay ahead of curve

By Ed Sutherland on Jul 26, 2013

Although Apple managed to surprise investors with better-than-expected iPhone sales, some observers see a more daunting future for the flagship Apple smartphone.

Apple’s global smartphone marketshare may have fallen by some estimates to as low as fourteen percent amid increasing pressure from rivals seeking higher margins and more sales.

Strategy Analytics describes the iPhone being “trapped in a pincer movement” between Android cheapos and high-end monster phones with five-inch screens. In other words, as iPhone competitors that churn out inexpensive handsets increasingly march toward the mid-range in hopes of gaining more profit, Apple’s high-end rivals are now moving toward the middle, seeking increased sales… Read More


India overtakes Japan as third biggest smartphone market

By Ed Sutherland on Jun 26, 2013

For years, the big three smartphone markets have been China, the U.S. and Japan. India now has knocked Japan out of the third spot due in part to better distribution and increased attention from Apple and Samsung, a research firm said Wednesday.

India has recently been in the spotlight as the two smartphone giants battle over the nation’s growing interest in adopting the more powerful mobile phones. As a result, consumers are bombarded with an array of buying options, perhaps explaining why Strategy Analytics is reporting 163 percent smartphone growth in India, four times the global average… Read More


IDC: iPhone 4’s triple-digit growth boosts Apple’s China share to 9%

By Ed Sutherland on Jun 20, 2013

More indications Apple’s efforts offering flexible pricing are paying off. Sales of the iPhone 4 in China grew at a faster pace than the overall market during the first quarter, research firm IDC announced Thursday. Per data, the iPhone has a cool nine percent of the Chinese smartphone market, putting Apple in fifth place.

Demand for the iPhone 4 grew by 211 percent, outpacing the market’s overall 117 percent growth rate. By comparison, Korean smartphone rival Samsung has nineteen percent of the smartphone market in China. However, the company has shifted from growing its share of the high-end market to simply hanging on to what it now has… Read More


IDC: tablets to overtake laptops this year, all PCs in 2015

By Ed Sutherland on May 28, 2013

It was not long ago that people dreamed of providing a PC for every child on the planet. Well, the vision needs to be updated. Tablets – particularly  those in the iPad mini size range – are outselling laptops now and soon will overtake all PCs, research firm IDC reported Tuesday.

Some 229.3 million tablets are expected to ship this year for a 58.7 percent growth rate, compared to 2012. By contrast, PC shipments are down for the second year in a row, dropping 7.8 percent in 2013, the company announced.

The key takeaways: tablets are becoming smaller and cheaper, while at the same time being increasingly able to accomplish tasks once done by PCs… Read More


iOS and Android gamers spend 3X as much as handheld console owners

By Christian Zibreg on May 17, 2013

I still remember vividly how industry heavy-weights Sony, Nintendo and Microsoft initially laughed off gaming on the iPhone. It was right after Apple slashed the iPod touch to the sweet $199 price point that it became clear to me that gaming on high-end smartphones and tablets would eventually outgrow that on dedicated handheld consoles such as Sony’s PSP and Nintendo’s DS family.

Enter a new report by research firm IDC and analytics service App Annie which reveals just how far along mobile gaming has come. According to the study, users of smartphones and tablets spend nearly three times as much purchasing games on Apple’s App Store and Google’s Play Store as handheld device owners.

If these numbers are anything to go by, smart mobile devices will soon relegate dedicated handheld consoles to a niche market, if not eventually kill the category altogether… Read More


IDC: Apple, Android own 92% smartphone volume, Windows Phone beats BlackBerry

By Ed Sutherland on May 16, 2013

Just days after rival research firm Gartner released quarterly sales for iOS and Android, rival IDC today announced similar numbers for shipments of smartphones. Combined, iOS and Android maintained their stranglehold on the smartphone market, accounting for more than an astounding 92 percent of shipments during the first quarter of 2013.

In a surprising move, shipments of the Windows Phone smartphone operating system surpassed the BlackBerry OS, putting Microsoft in third place behind Android and iOS. I bet you didn’t see that one coming… Read More


Behind the data: iPad market share fell below 40 percent, or did it?

By Ed Sutherland on May 2, 2013

In the latest lesson on how to be a smart tech news consumer, we focus on why research pointing to Apple gains somehow is trumpeted as losses for the iPad maker.

Wednesday, research firm IDC announced Apple’s tablet saw a 65 percent year-over-year gain in first-quarter shipments.

Yet several news outlets blared headlines of the iPad’s market share falling below 40 percent. How was Apple’s strong growth spun into an Android win? Read More


A first: smartphone shipments outnumber feature phones

By Ed Sutherland on Apr 26, 2013

For some time, the mobile phone industry has been shifting toward more powerful smartphones and away from basic mobile phones. Now comes word that smartphones outnumber feature phones for the first time. The line was crossed in the first quarter of 2013 with 216.1 million smartphones shipping, accounting for 51.6 percent of all handsets sold. Smartphone shipments grew 41.6 percent during the quarter, up from 152.7 million units shipped during the same period in 2012, one industry research firm announced Thursday… Read More


IDC: Apple within spitting distance of Samsung in smart connected devices

By Christian Zibreg on Mar 26, 2013

Research firm IDC today shared an interesting data point which again reminds us that the mobile game has pretty much come down to the epic fight for supremacy between California-based Apple and Seoul-headquartered Samsung group. Combined shipments of desktop and notebook PCs, tablets and smartphones rose to 378 million units in the fourth quarter of 2012, accounting for $168 billion in quarterly sales.

One particular data point has piqued our interest: thanks to the (sarcasm alert) “disappointing” iPhone 5 and “overpriced” iPad mini, Apple closed the gap with the South Korean giant, having accounted for a 20.3 percent unit share versus 21.2 percent for its rival.

And, of course, when you narrow down the analysis to just revenues, Apple’s high-margin business has allowed the company to pull in the market-leading 30.7 percent revenue versus 20.4 percent revenue share for Samsung.

In other words, nearly one out of every three dollars spent on desktop/notebook PCs, smartphones and tablets in Q4 2012 went to Apple, with Samsung taking one out of each five bucks… Read More


As smaller tablets catch on, IDC expects Android to overtake iPad in 2013

By Christian Zibreg on Mar 12, 2013

Research firm IDC today updated its tablet shipments forecast to reflect the growing popularity of low-cost tablets coming from the Android camp.

IDC now predicts that Android tablets will overtake the iPad in terms of volume during the course of 2013.

The firm pegged Apple’s share of the global tablet market in 2012 at 51 percent, with Android-driven tablets accounting for 41.5 percent of shipments. The new forecast calls for Android’s share hitting a peak of 48.8 percent in 2013, mostly at the expense of Apple’s iOS predicted to drop down to 46 percent this year.

But why stop there, IDC futurists project tablet shipments nearly four years into the future: in 2017, they expect Android to own 46 percent of the market, with the iPad dropping to a 43.5 percent share. As we know all too well, Apple isn’t one to blindly pursue market share, as evident in smartphones where it captures three-quarters of industry profits with barely one-tenth of total handset shipmentsRead More


This year, smartphones should outship feature phones for the first time

By Ed Sutherland on Mar 4, 2013

It has already happened in the United States and now comes word 2013 will mark the date when smartphones outsell simpler so-called feature phones globally. More than 918 million smartphones such as Apple’s iPhone will ship this year, for the first time outnumbering feature phones.

According to research firm IDC, a nice 50.1 percent of mobile phones shipped this year will be smartphones, most destined for China. However, that small lead should widen greatly by 2017 as more emerging nations increase adoption of the powerful mobile devices… Read More


IDC: 2012 a race between Samsung ‘juggernaut’ and ‘resurgent’ Apple

By Ed Sutherland on Feb 24, 2013

Reports quite rightly label 2012 ‘The Year of Samsung.’ The South Korean smartphone and tablet maker is described as a ‘juggernaut’ with triple-digit growth last year, making it the top producer of smart devices, according to a Friday report. But if you thought Apple was ready to retire, you’d be wrong – thanks largely to monster holiday sales and that dynamic duo: the iPhone 5 and iPad mini.

Samsung saw its market share for all of 2012 jump nearly 120 percent, to 20.8 percent from 12.3 percent in 2011, according to research firm IDC. Meanwhile, Apple used the traditionally busy fourth quarter to move within about 1 percent of its South Korean rival… Read More


Android market share falls 13 percent amid Apple increase

By Ed Sutherland on Feb 1, 2013

We have long believed that many Android devices wind up in desk drawers, gathering dust, while Apple gadgets go bopping around on the web. That suspicion was confirmed Friday morning by new browser data showing Android usage is down 13 percent while iOS use is up. The figures by Net Applications once more illustrate the many ways to pick winners and losers.

According to Net Applications, an Internet measurement firm that tracks browser usage, the percent of mobile browser using Android has fallen 13 percent after peaking at 28 percent in November 2012. By contrast, browsers on iOS rose since October 2012 following Apple introducing the iPhone 5 and iPad mini… Read More


US holiday Mac sales rose as PC shipments fell

By Ed Sutherland on Jan 14, 2013

Apple Mac holiday sales in the US rose by 5.4 percent, countering the PC industry’s overall 2.1 percent decline. The new numbers by research giant Gartner indicate Apple shipped 2.1 million Macs during the fourth quarter, up from two million for the same period in 2011. Meanwhile, pretty much every other vendor experienced a decline, with Dell reporting an abysmal sixteen percent decline.

Dell’s US market share slid to 19.2 percent, down from 22.5 percent in 2011. All told, Apple now holds a 12.3 percent share of the US PC market, up from 11.4 percent last year, putting the company in the No. 3 spot, right behind Hewlett-Packard and Dell. PC vendors are now seeing US households letting the computers “age out” as they increasingly use tablets like the iPad for common tasks such as e-mail and web surfing… Read More


IDC: Samsung leads shipments, Apple rules smart device profits

By Ed Sutherland on Dec 10, 2012

Research firm IDC again crowned Samsung and Apple the leaders in smartphones and tablets. The two rivals are taking different paths to the top as the South Korean company leads in sheer numbers while the iPhone maker leads profit per device.

It recently said Samsung has 21 percent of the so-called smart connected device market comprised of a collection of PCs, tablets and smartphones, while Apple squeezed $34.1 billion out of its 15.1 percent market share during the third quarter of 2012… Read More


Apple slips to sixth place in China smartphone market

By Ed Sutherland on Dec 7, 2012

Apple’s standing in the growing China smartphone market has taken another hit, slipping to #6 during the third quarter, research firm IDC announced Thursday. The drop comes as the iPhone maker faces concerns its iPhone could lose ground to other smartphone makers, such as Samsung and Nokia, whose handsets cover a wider range of price points. Apple share of smartphones shipped to China fell below ten percent during the quarter, a drop which coincides with Chinese smartphone shipments topping 60 million handsets, a new high…

Read More


IDC sees Android tablets gaining traction, iPad maintaining dominance through 2016

By Ed Sutherland on Dec 5, 2012

More end-of-the-year forecasts are out, again predicting Apple will shed some of its tablet market share as Android alternatives increase in popularity. This time, the full-size iPad and iPad mini would end 2012 with just under 54 percent, while Android tablets are expected to increase market share to almost 42 percent.

All told, Apple is estimated to hold half the tablet shipments through the year 2016. The figures are interesting, as far as they go, and would appear to be dire news for Apple – until you actually look at the numbers and measure sales versus usage. More about that after the break… Read More

Page 112