Apple's iPhone 4S propels iOS smartphone market share to 43% in Oct., Nov. 2011

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Comments

  • ko024ko024 Posts: 68member
    Quote:

    Originally Posted by Chrispoe View Post

    A surge in sales around the release of the new iPhone is to be expected. What these sales numbers don?t tells us?.is how many are new activations. With the assumed loyalty of iPhone owners?the 4s should have been the benefactor of a lot of 3gs owners?ready for an update.

    Correct. Nice to know that some can read these reports objectively.
    Quote:
    Originally Posted by slapppy View Post


    Correct. Nice to know that some can read these reports objectively.





    Let me explain this so that a 5-year old can understand:



    If there are 3 people, and 1 of the 3 is using apple's iphone, then iOS has 33.3% market share. If after some time that same person buys a different iphone, say upgrades to the 4S, and is still the only one person using iOS out of the 3, then iOS market share is 1/3 or STILL 33.3%. Now, if say that person upgrades AND another person decides to use iOS, now there are 2/3 or 66.6% iOS market share. Now, this next scenario is going to really blow your mind so you may want to sit down before you read it slapster, IF that one person who was using the iphone decides to switch (dont worry, after going to the dark side they will come back, they always do) and then 1 out of the other 2 people decides to switch to an iphone, that means we have two people switching and still 1 out of 3 people using iOS, or 33.3%. And finally since smart phone usage is always increasing we have new customers to the game so say this, that 1 person upgrades and 1 new person comes into the mix, and decides to use an iphone, now we have 2 out of 4, or 50% iOS market share. Let me conclude for you in case this is too much to handle: An INCREASE IN MARKET SHARE MEANS APPLE HAD TO HAVE AT LEAST ADDED NEW CUSTOMERS, upgraded existing customers would simply retain current market share numbers... but im thinking you must of known this already........
  • jhende7jhende7 Posts: 62member
    Quote:
    Originally Posted by slapppy View Post


    Of course there will be a slight uptick with a new model from Apple. A new iPhone released within that time frame will generate a perceived momentum with market share. Please remember that this uptick is in direct relation to a new product release. Mark my words. As 1st and 2nd quarter approaches, iOS share will quickly return to its proper levels, and will continue to drop year to year.



    And didn't Android have some big launches in the quarter too? Apple released iPhone 4.1 and still completely dominated this quarter. Just wait until they release the REAL next gen iPhone next year. That's when Apple and Android will equalize.



    And since it's just a matter of time before Apple is making $10+ on every Android device sold, it's a good time to be an Apple shareholder!



    EDIT: It's actually perfect. What more could a company ask for than to maintain about 50% market share, and make a healthy profit off your competitor who controls the other 50%. Stay away from the the monopoly/ anti-trust allegations and rake in the cash. Also not to bad when your main competitor makes $0 off it's marketshare!
  • tallest skiltallest skil Posts: 39,470member
    Quote:
    Originally Posted by jhende7 View Post


    Just wait until they release the REAL next gen iPhone next year.



    I'd love to hear you tell us what you think isn't 'next gen' about the iPhone 4S.
  • slurpyslurpy Posts: 4,389member
    If only Steve was around to see this.



    Apple's strategy keeps getting vindicated, over and over again, regardless of the sea of cynics and doubters. Everytime people proclaim the tide is turning, Apple becomes stronger than ever. The iPhone is singlehandedly holding off the entire gamut of phones from dozens and dozens of companies.
  • jungmarkjungmark Posts: 5,791member
    c'mon, everyone knows apple fanbois bought all 3 versions of the iphone. That's the only explanation.



    /s



    i wonder what the profit share is for the last quarter...
  • tallest skiltallest skil Posts: 39,470member
    Quote:
    Originally Posted by jungmark View Post


    c'mon, everyone knows apple fanbois bought all 3 versions of the iphone. That's the only explanation.



    I've not heard that one before.



    That sounds way too good; don't let that spread around.
  • mj4ev3rmj4ev3r Posts: 99member
    Quote:
    Originally Posted by Slurpy View Post


    If only Steve was around to see this.



    Apple's strategy keeps getting vindicated, over and over again, regardless of the sea of cynics and doubters. Everytime people proclaim the tide is turning, Apple becomes stronger than ever. The iPhone is singlehandedly holding off the entire gamut of phones from dozens and dozens of companies.



    SJ just proved that the universal principle of "you REAP, what you SOW" is true...you sow EXCELLENCE and you will reap EXCELLENT results...SJ even at death, has proven his incredible wisdom--it is truly in his beloved Apple's DNA!



    SJ you will forever be missed!
  • pedromartinspedromartins Posts: 1,333member
    I try not to take sides, since i just want what is best for me.



    but this is huge!!!!! it's just in the US right? oh god.. what is going to happen when those million of middle class chinese can buy them??



    if i was google i would heavily bet in europe, africa, india.



    some folks are not getting it.. that market share with a 650dollars phone? also with the possibility of royalties against google? damn.. it's dangerous for the whole industry! we need the bad to admire and feed the good..



    i always thought that apple would be with 8 to 10 % share when the smartphone market = handset market simply because they would still selling every phone they can and only a "portion" of the people that live on earth can afford them or the expensive data plans. then they would slowly grow, just like with the mac. i also expect the same with the iPad...



    but this.... this is huge!!!!!!
  • fecklesstechguyfecklesstechguy Posts: 501member
    Since happpy has finally decided to chime in, it's good to remember that any actual advantage that Apple has (remember, 26% to 43% is a "slight uptick"), will be dismissed out of hand, and that the eventual reign of Android will not be denied!



    And please those who must respond to this poster, do not "respond" to the posting. It makes ignoring those entries less effective when we are forced to read the inevitable blather that attempts to pass itself off as insightful analysis. Much in the same way a dog in a petticoat might be passed off as the Queen of England, and equally effective IMO.



    80-90% saturation would be outstanding for smartphones taking over the old feature phone category, which would also result in eventually redefining mobile telephony in the marketplace. Because if all mobile phones are smart, then that becomes the new baseline - right?



    If that point has been reached here in the US, then it is now time to move into the market adjustment phase - where the players (both majority and minority) jockey for segment and the real competition begins. To date Android has largely been pulling in feature phone users after impacting RIM, Nokia and Microsoft. Asuuming these players remain viable competitors (not yet a given) then here is where the strength of the brand will come into play. Nokia may well give Microsoft the boost it needs to claim back 10-15% of the market, RIM has to move itself significantly forward to stop the bleeding and to again retain a solid 10-15% of the market alongside Nokrosoft/Mickia. That leaves the remaining 70-80% contested between iOS and Android.Which assumes however that Apple does nothing further to disrupt this market, and maintains continuity in delivery. Which is what they did for iPods up until the introduction of the iPhone and iPod Touch.
  • absolutedesignzabsolutedesignz Posts: 1,930member
    Quote:
    Originally Posted by pedromartins View Post


    I try not to take sides, since i just want what is best for me.



    but this is huge!!!!! it's just in the US right? oh god.. what is going to happen when those million of middle class chinese can buy them??



    if i was google i would heavily bet in europe, africa, india.



    some folks are not getting it.. that market share with a 650dollars phone? also with the possibility of royalties against google? damn.. it's dangerous for the whole industry! we need the bad to admire and feed the good..



    i always thought that apple would be with 8 to 10 % share when the smartphone market = handset market simply because they would still selling every phone they can and only a "portion" of the people that live on earth can afford them or the expensive data plans. then they would slowly grow, just like with the mac. i also expect the same with the iPad...



    but this.... this is huge!!!!!!



    Few pay 650 for that phone. Don't be naive.
  • jungmarkjungmark Posts: 5,791member
    Quote:
    Originally Posted by Chrispoe View Post


    A surge in sales around the release of the new iPhone is to be expected. What these sales numbers don?t tells us?.is how many are new activations. With the assumed loyalty of iPhone owners?the 4s should have been the benefactor of a lot of 3gs owners?ready for an update.



    same can be said for Android devices. How many users like Android but was stuck on 2.1 and needed to upgrade.
  • mj4ev3rmj4ev3r Posts: 99member
    Quote:
    Originally Posted by AbsoluteDesignz View Post


    Few pay 650 for that phone. Don't be naive.



    You forgot that Apple's target market are those with discriminating tastes that CAN afford expensive BUT QUALITY products--most likely they own expensive cars like a Benz, Audi, BMW, etc. BUT even for those that can HARDLY afford Apple, once they own an Apple, that person finds himself NOT wanting to go back to lesser quality products!



    iPhone actually IS a very good introduction to the much-vaunted Apple QUALITY of EXCELLENCE (insanely GREAT!) and once they TASTE Apple QUALITY through their iPhones and iPods, these people will NEVER go back to mediocre stuffs anymore--and that is where APPLE LOYALTY comes into play!



    That's the reason why Apple can sell NOT only iPhones or iPods BUT CAN also sell iPads, iMacs to a person that just converted to Apple!



    You will MOST likely hear an Android/PC user CONVERTING to Apple, BUT you will HARDLY hear an Apple user REGRESSING back to Windows/Android
  • muppetrymuppetry Posts: 3,124member
    Quote:
    Originally Posted by ko024 View Post


    Quote:

    Originally Posted by Chrispoe View Post



    Let me explain this so that a 5-year old can understand:



    If there are 3 people, and 1 of the 3 is using apple's iphone, then iOS has 33.3% market share. If after some time that same person buys a different iphone, say upgrades to the 4S, and is still the only one person using iOS out of the 3, then iOS market share is 1/3 or STILL 33.3%. Now, if say that person upgrades AND another person decides to use iOS, now there are 2/3 or 66.6% iOS market share. Now, this next scenario is going to really blow your mind so you may want to sit down before you read it slapster, IF that one person who was using the iphone decides to switch (dont worry, after going to the dark side they will come back, they always do) and then 1 out of the other 2 people decides to switch to an iphone, that means we have two people switching and still 1 out of 3 people using iOS, or 33.3%. And finally since smart phone usage is always increasing we have new customers to the game so say this, that 1 person upgrades and 1 new person comes into the mix, and decides to use an iphone, now we have 2 out of 4, or 50% iOS market share. Let me conclude for you in case this is too much to handle: An INCREASE IN MARKET SHARE MEANS APPLE HAD TO HAVE AT LEAST ADDED NEW CUSTOMERS, upgraded existing customers would simply retain current market share numbers... but im thinking you must of known this already........



    Except – the graph is labeled "OS share of smartphone sales", presumably meaning that it only represents the ratio of sales during that period, not the overall market share. So unlike the total market share that you are referring to, it is possible that it could be changed by sales to existing iOS users.
  • anakin1992anakin1992 Posts: 283member
    Quote:
    Originally Posted by slapppy View Post


    Of course there will be a slight uptick with a new model from Apple. A new iPhone released within that time frame will generate a perceived momentum with market share. Please remember that this uptick is in direct relation to a new product release. Mark my words. As 1st and 2nd quarter approaches, iOS share will quickly return to its proper levels, and will continue to drop year to year.



    the article is talking about the new SALE market share figure, not device number market share, per OS. per my understanding, SALE figure is: given a number of total smart phone new activations during holiday season as H, the share of the SALE is (X/H), X is the number of phones sold by a given OS brand.



    android has had constant product release almost every month while apple only does 1 per year. so it is pretty good performance for apple during this quarter.



    robin from google mentioned that 3.7m android were activated on xmas eve and day. one marketing research firm provided 6.8m activation during xmas day for both android and iphone, and iphone is outselling 1.6m on xmas day. so basically apple activated 4.2m on xmas day and android activated 1.1m on xmas eve and 2.6m on xmas day. it is unclear how many apple activated on xmas eve.



    window phone is coming. of course, it will take some sales from apple. but android will have more challenges. at a given price and by the same phone vendor, android phone might be more expensive compared with window phone because of license fees.



    so we will see how far every one can go at the end of 2012...
  • michael scripmichael scrip Posts: 1,829member
    Quote:
    Originally Posted by muppetry View Post


    Except ? the graph is labeled "OS share of smartphone sales", presumably meaning that it only represents the ratio of sales during that period, not the overall market share. So unlike the total market share that you are referring to, it is possible that it could be changed by sales to existing iOS users.



    Exactly.



    I was under the impression that whenever there is a report about "market share" that they're referring to sales during a certain timeframe... and NOT the total market share.



    We've all heard claims like this before... "Android has 30% tablet market share... iPad slips to 60%"



    They're clearly referring to sales (or shipments) during that particular quarter.



    If we're talking about the TOTAL market share of tablets... we know there are over 40 million iPads out in the world since April 2010. And we know damn well that 30% of the tablets out in the world are not Android tablets.



    As for phones... according to this chart it appears that iPhone sales in the US have sharply increased over the last 2 months. It has nothing to do with the total market share of iPhones and Android devices.
  • muppetrymuppetry Posts: 3,124member
    Quote:
    Originally Posted by Michael Scrip View Post


    Exactly.



    I was under the impression that whenever there is a report about "market share" that they're referring to sales during a certain timeframe... and NOT the total market share.



    We've all heard claims like this before... "Android has 30% tablet market share... iPad slips to 60%"



    They're clearly referring to sales (or shipments) during that particular quarter.



    If we're talking about the TOTAL market share of tablets... we know there are over 40 million iPads out in the world since April 2010. And we know damn well that 30% of the tablets out in the world are not Android tablets.



    As for phones... according to this chart it appears that iPhone sales in the US have sharply increased over the last 2 months. It has nothing to do with the total market share of iPhones and Android devices.



    It has to be hard to track total market share - even if you know how many of each are sold, how do you know when a device stops being used?



    Carriers could presumably supply that information, as they generally know what equipment the customers are using, but they don't all do that. Browsing and transaction data can be collected, but without any direct knowledge of the browsing/transacting habits of the owners of the various devices (which almost certainly differ as we have seen from iOS domination of those numbers), market share cannot be reliably inferred.



    Otherwise these data always seem to be extracted from sales, and even those are questionable as not all manufacturers release numbers.
  • inkswampinkswamp Posts: 337member
    Prior to these numbers being released, message forums and tech blogs were recently filled with articles about Android almost hitting 50% market share and how it would clearly get there before iOS. Crazy how Apple has come up from second place and appears to be on track to claim that 50% before Android gets there.



    And honestly, I don't really give a rip who gets there first or who sells more phones nor do I care to engage in dick-size wars about it. I just find it amazing how rapidly these things can change in technology almost overnight.





    Quote:
    Originally Posted by muppetry View Post


    Except – the graph is labeled "OS share of smartphone sales", presumably meaning that it only represents the ratio of sales during that period, not the overall market share. So unlike the total market share that you are referring to, it is possible that it could be changed by sales to existing iOS users.



    Sounds like you don't know the definition of market share. Nothing personal, but it sounds like you're using terms like "overall market share" in place of "customer base." Market share is the amount of a specific market a given company takes in a given time period. An overall market share (i.e., market share from the start of time to now) would be so broad as to be rendered meaningless.
  • asdasdasdasd Posts: 4,229member
    Where are the "Apple don't care about market share" guys?
  • inkswampinkswamp Posts: 337member
    Quote:
    Originally Posted by Michael Scrip View Post


    Exactly.



    I was under the impression that whenever there is a report about "market share" that they're referring to sales during a certain timeframe... and NOT the total market share.



    We've all heard claims like this before... "Android has 30% tablet market share... iPad slips to 60%"



    They're clearly referring to sales (or shipments) during that particular quarter.



    If we're talking about the TOTAL market share of tablets... we know there are over 40 million iPads out in the world since April 2010. And we know damn well that 30% of the tablets out in the world are not Android tablets.



    As for phones... according to this chart it appears that iPhone sales in the US have sharply increased over the last 2 months. It has nothing to do with the total market share of iPhones and Android devices.



    There is no "total market share." Market share is, by definition, the part of a given market a company takes in a specific time frame. Figuring total market share would be pointless. What would that show us? The term I suspect you're looking for is "customer base" which is the total number of customers a given company serves. That's not the same as market share.



    In fact, a company can have a very low market share and very high customer base or vice-versa. I'd actually argue that in the case of Android and iOS. From what I've read, Android users appear to purchase new phones more often than iOS users. If the same people are buying phones more often, then that would create a high market share with a customer base that doesn't necessarily grow. It doesn't take a lot of imagination to figure out how that translates to misleading market share numbers.
  • michael scripmichael scrip Posts: 1,829member
    Quote:
    Originally Posted by muppetry View Post


    It has to be hard to track total market share - even if you know how many of each are sold, how do you know when a device stops being used?



    Carriers could presumably supply that information, as they generally know what equipment the customers are using, but they don't all do that. Browsing and transaction data can be collected, but without any direct knowledge of the browsing/transacting habits of the owners of the various devices (which almost certainly differ as we have seen from iOS domination of those numbers), market share cannot be reliably inferred.



    Otherwise these data always seem to be extracted from sales, and even those are questionable as not all manufacturers release numbers.



    Yeah that's true. There probably aren't a lot of original iPhones still in use... nor those abysmal early Android phones. jk



    Market share is for a certain timeframe, and not of all time.



    Quote:
    Originally Posted by inkswamp View Post


    And honestly, I don't really give a rip who gets there first or who sells more phones nor do I care to engage in dick-size wars about it. I just find it amazing how rapidly these things can change in technology almost overnight.



    Exactly.



    I heard someone on another blog use the term "Android Collective"



    That's actually a fitting description: an entire platform of products from many manufacturers. How on Earth can a single company compete with that?
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