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

 
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