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Apple's iOS retains top spot in US with over 51% share of smartphone OS sales for Q4 2012

post #1 of 91
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Accounting for over a 51% share of all smartphone OS sales in the U.S., Apple's iOS continues to be the market leader as existing customers move away from rival platforms like Android and RIM, or upgrade older iPhones to new models.

Overall
Source: Kantar Worldpanel


According to data released by Kantar Worldpanel ComTech on Tuesday, iOS accounted for 51.2 percent of all U.S. smartphone OS sales for the 12-week period ending on Dec. 23, 2012, up over 7 percent from 44.9 percent in 2011. The market research group conducts more than 250,000 interviews per year in the U.S. to track mobile phone purchasing behavior, associated bills and other metrics.

Apple's increased performance appears to be somewhat at the cost of Android as Google's mobile OS marketshare declined from 44.8 percent in quarter four 2011 to 44.2 percent over the same period in 2012. The biggest contraction in marketshare was felt by beleaguered BlackBerry maker RIM, which suffered a drop from 6.1 percent of smartphone sales in the last quarter of 2011 to 1.1 percent during the same period in 2012.

?In particular, 36% of iOS sales were derived from other smartphone users over the last year," said Kantar Worldpanel ComTech analyst Mary-Ann Parlato. "While this figure remains stable over time, the proportion of Android users moving towards the Apple brand increases. 19% of iOS sales over the last year were derived from Android users, compared to 9% in 2011."

In a breakdown of carrier share, the trend toward iOS is most apparent with Verizon where 49 percent of iPhone sales were derived from users of other smartphone brands, with 30 percent being former Android owners. Overall, during the 12 weeks leading up to Dec. 23, the percent of iOS users on Verizon's network hit 58.8 percent, a huge jump from the 47.4 percent seen in the year ago quarter. Android, which led iOS last year with 47.5 percent, fell to 38.5 percent for the closing weeks of 2012.

AT&T saw less erosion to its Android market with only 6 percent of iPhone purchasers switching from Google's OS. Overall, iOS share was up to 74.7 percent compared to last year's 66.7 percent, while Android dropped to 19.6 percent from 22.5 percent year-to-year.

Carrier


iPhone upgraders accounted for 35 percent of iOS sales over the three-month period. AT&T was able to rely on its massive installed Apple user base to pull in 55 percent of new iOS sales from existing iPhone owners. Customers upgrading to a new Apple handset accounted for 37 percent of Verizon iOS sales for the quarter.

For quarter four, AT&T sold the most smartphones, capturing 33.3 percent of the market and was followed closely by Verizon's 32 percent share. Sprint came in a distant third with 14.8 percent of all smartphone sales.

According to the research firm, Apple's strategy of releasing yearly iPhone revamps alongside price cuts to previous generation handsets is effectively extending the company's reach into low-tier markets.

Recent reports claim that Apple is looking to be more proactive in targeting budget-conscious smartphone buyers, and will release a more affordable iPhone sometime this year. While still a rumor, some analysts believe the unannounced device will boast a design similar to the current iPhone 5, but will reduce costs by replacing expensive aluminum and glass parts with polycarbonate and plastic.
post #2 of 91

Wonder when they'll start calling iOS something other than just a smartphone OS.

 

Yeah, it outsold everything else; no one wants any tablet but an iPad.

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post #3 of 91

Looks like iOS gained marketshare at the expense of RIM, not Android.  Apple gained 6.3%.  Android lost 0.6%.  RIM lost 5%.

post #4 of 91
Quote:
Originally Posted by wakefinance View Post

Looks like iOS gained marketshare at the expense of RIM, not Android.  Apple gained 6.3%.  Android lost 0.6%.  RIM lost 5%.

 

Exactly what I was going to say. This was a loss for RIM, not Android.

post #5 of 91
Quote:
Originally Posted by Tallest Skil View Post

Wonder when they'll start calling iOS something other than just a smartphone OS.

 

Yeah, it outsold everything else; no one wants any tablet but an iPad.

 

We're discussing phones, Skil, not tablets. And the sales numbers for the Kindle Fire were pretty strong for a tablet no one wants.

post #6 of 91
I guess a 4 inch screen WAS the sweet spot and there ISN'T a mass exodus because Apple doesn't offer 5 inch screens.

I mean I'm open to Apple expanding the iPhone lineup but let's not get asinine and think Apple NEEDS to for their survival.

They're doing just fine. If they expanded the iPhone brand it would be to provide a new unique experience for customers not because the competition is eating their lunch.
post #7 of 91
Originally Posted by Cash907 View Post
We're discussing phones, Skil, not tablets.

 

Nope. Read it again. The article specifically mentions "smartphone OS" every time it needs said. That means ALL iOS, not just phones.

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post #8 of 91
Quote:
Originally Posted by Cash907 View Post

We're discussing phones, Skil, not tablets. And the sales numbers for the Kindle Fire were pretty strong for a tablet no one wants.

And yet the iPad still had majority market share globally.

Anyway the kindle hurt the Nexus and other Android tablets more than the iPad (same story as last year pretty much)
post #9 of 91
1) I would expect a drop for AT&T but surprised this is showing such good numbers for AT&T.

2) It's interesting that Other is on the rise. I wonder if that is a result for MVNOs and regional carriers that Apple has teamed up with in the past year.

3) Glad to see Win Phone on the rise which does mean a pretty sold jump in unit sales due to the smartphone market growth.

4) I'm surprised that Android would be falling with Apple just making stale, overpriced phones¡

Quote:
Originally Posted by Cash907 View Post

Exactly what I was going to say. This was a loss for RIM, not Android.

It clearly shows a loss for Android so you can't say that it was all gained at the expense of RiM. Also note that we're talking about percentages here, not unit numbers.

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post #10 of 91
Note this is a slight drop from 53% that iOS reached last month

I'm surprised it was not higher, given iOS share at AT&T is 74% and 58% at Verizon. I bet it is close to 50% at Sprint. It must be T-Mobile and the per-pay market bringing the overall share number down

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post #11 of 91
Quote:
Originally Posted by Tallest Skil View Post

Nope. Read it again. The article specifically mentions "smartphone OS" every time it needs said. That means ALL iOS, not just phones.
That's not the way I read it. I think they are specifically calling it smartphone OS to indicate it doesn't include tablets. The article is speaking of cell phone activations and upgrades specifically. Just my interpretation though.
post #12 of 91
Quote:
Originally Posted by Tallest Skil View Post

Nope. Read it again. The article specifically mentions "smartphone OS" every time it needs said. That means ALL iOS, not just phones.

If they said only iOS I'd agree with you but the article's specific use of smartphone OS and the stats from MNOs makes it sound very smartphone focused. I'd wager they grabbed data based on HW sales and then figured out which OS goes with which HW product. Easy in Apple's case.

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post #13 of 91
Originally Posted by ndirishfan1975 View Post
I think they are specifically calling it smartphone OS to indicate it doesn't include tablets.

 

Hmm. That could be it. Been up for too long. 

 

Well, someone's goin' to jail, then. Or not; they've been lying for years without recourse of any sort, what's a few more quarters of "sales"…

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post #14 of 91
Quote:
Originally Posted by SolipsismX View Post
It clearly shows a loss for Android so you can't say that it was all gained at the expense of RiM. Also note that we're talking about percentages here, not unit numbers.

Obviously Android did lose ground, but the article implies that Apple's gain was more or less Android's loss when in fact Apple's gain was more or less RIM's loss.

post #15 of 91
Quote:
Originally Posted by Cash907 View Post

 

We're discussing phones, Skil, not tablets. And the sales numbers for the Kindle Fire were pretty strong for a tablet no one wants.

 

Quote:
Originally Posted by Tallest Skil View Post

 

Nope. Read it again. The article specifically mentions "smartphone OS" every time it needs said. That means ALL iOS, not just phones.

 

Quote:
Originally Posted by ndirishfan1975 View Post


That's not the way I read it. I think they are specifically calling it smartphone OS to indicate it doesn't include tablets. The article is speaking of cell phone activations and upgrades specifically. Just my interpretation though.

 

That's not the way I read it either. 

 

At first I thought it included tablet figures, also, because TS said so....and as we all know....TS is ALWAYS right¡

 

 

These are smartphone share numbers.....nothing else.

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post #16 of 91
Quote:
Originally Posted by wakefinance View Post

Looks like iOS gained marketshare at the expense of RIM, not Android.  Apple gained 6.3%.  Android lost 0.6%.  RIM lost 5%.

not sure I would agree with that statement.  Look at the details for Verizon.  The ~10% increase for iOS devices at Verizon appears to have come as a result of ~10% decrease from Android. 

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post #17 of 91
If you assumed 50% share at Sprint, iOS would have to be nearly 0% at T-Mobile and 'Other' to get to this 50% share number

T-Mobile has 2MM iPhone users on their network via BYOD. Not sure how that is tracked here. If Apple takes 50% share at T-Mobile when it goes on sale later this year, it will add another 4% to Apple's total US market share

Overall, very impressive. Apple likely accounts for 80% of US revenues and 90% of profits. Meanwhile, Google has not earned a dime from Android

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post #18 of 91
Quote:
Originally Posted by Tallest Skil View Post

Nope. Read it again. The article specifically mentions "smartphone OS" every time it needs said. That means ALL iOS, not just phones.

No, the Kantar website makes it clear that their statistics discussed here only relate to phones.
post #19 of 91

looks like Android is loosing ground to iPhone both at AT&T and Verizon (more so here). I bet Sprint looks similar.   So why is Android not loosing total market share? I would venture that difference is made up at the "Other" carriers.   Im gonna speculate, which is worth nothing,  that more experienced smart phone customers switch from Android to iPhone when it comes time to upgrade.  I have no way to prove this; but AT&T, Verizon and likely Sprint numbers seem to support my theory.

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post #20 of 91
Originally Posted by Red Oak View Post
Meanwhile, Google has not earned a dime from Android

 

Not sure about that.


Originally Posted by NormM View Post
No, the Kantar website makes it clear that their statistics discussed here only relate to phones.
 

Yeah, it's too late here. Thanks. lol.gif

 

Someone better go to jail.

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post #21 of 91

Jan 22: Verizon Earnings

Jan 23 Apple Earnings

Jan 24 ATT Earnings

 

I will rather wait for the real figures than pay attention to some analysts estimates.

post #22 of 91
Quote:
Originally Posted by wakefinance View Post

Looks like iOS gained marketshare at the expense of RIM, not Android.  Apple gained 6.3%.  Android lost 0.6%.  RIM lost 5%.

 

Quote:
Originally Posted by Cash907 View Post

 

Exactly what I was going to say. This was a loss for RIM, not Android.


That is a mistake but indirectly android did lose share. When those RIM customers left - they chose apple not android

post #23 of 91

Android..... stagnating.

post #24 of 91
Quote:
Originally Posted by blackbook View Post

I guess a 4 inch screen WAS the sweet spot and there ISN'T a mass exodus because Apple doesn't offer 5 inch screens.

I mean I'm open to Apple expanding the iPhone lineup but let's not get asinine and think Apple NEEDS to for their survival.

They're doing just fine. If they expanded the iPhone brand it would be to provide a new unique experience for customers not because the competition is eating their lunch.

 

Its difficult for apple to release a cheaper phone to expand market but a bigger phone with the same resolution should be easier. Its not for 'survival' but to gain market share without even hurting margins.

post #25 of 91
Quote:
Originally Posted by snova View Post

not sure I would agree with that statement.  Look at the details for Verizon.  The ~10% increase for iOS devices at Verizon appears to have come as a result of ~10% decrease from Android. 

You can't really disagree with my statement as I stated the numbers from the tables in the article and gave no opinion.  Regarding your second sentence, you're trying to argue against me using a different set of numbers.  I was referring to the aggregate numbers.  Your numbers are absolutely right with regards to Verizon.

post #26 of 91
Quote:
Originally Posted by arch View Post

 


That is a mistake but indirectly android did lose share. When those RIM customers left - they chose apple not android

Are you dizzy yet (from all that spinning)?  Ba doom chhhh

post #27 of 91
Quote:
Originally Posted by arch View Post

Jan 22: Verizon Earnings
Jan 23 Apple Earnings
Jan 24 ATT Earnings

I will rather wait for the real figures than pay attention to some analysts estimates.
Interesting that Apple is reporting before AT&T this quarter. Isn't it usually the other way around?I remember last year at this time all the analysts on CNBC were "worried" because the numbers from AT&T and Verizon weren't as good as they expected and then Apple comes out and blows everyone away with a record quarter. lol.gif
post #28 of 91
Quote:
Originally Posted by wakefinance View Post

You can't really disagree with my statement as I stated the numbers from the tables in the article and gave no opinion.  Regarding your second sentence, you're trying to argue against me using a different set of numbers.  I was referring to the aggregate numbers.  Your numbers are absolutely right with regards to Verizon.

It is correct that you stated no opinion but your stated analysis is incorrect because you stated an unconditional 'not' as opposed to using 'mostly' or some other conditional statement. You note the differences in total percentage but note that it would take the gain from RiM, Android and at least one other mobile OS to equal 6.3%. You were more correct in your previous reply to me.

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"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

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"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

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post #29 of 91

So much for all of the Android hype.  hahahahahahahahahahahahahahahaha.

post #30 of 91
Quote:
Originally Posted by AppleInsider View Post



Carrier

These figures in the article seem to be totally crap.

 

December quarter 2011: iPhone activation share at att= 81%

December quarter 2011: iPhone activation share at verizon = 55%

 

http://appleinsider.com/articles/12/01/26/more_than_80_of_smartphones_activated_at_att_were_apples_iphone_.html

 

http://appleinsider.com/articles/12/01/24/verizons_42m_q4_iphone_activations_were_more_than_half_of_its_smartphones_.html

post #31 of 91
Quote:
Originally Posted by blackbook View Post

I guess a 4 inch screen WAS the sweet spot and there ISN'T a mass exodus because Apple doesn't offer 5 inch screens.

I mean I'm open to Apple expanding the iPhone lineup but let's not get asinine and think Apple NEEDS to for their survival.

They're doing just fine. If they expanded the iPhone brand it would be to provide a new unique experience for customers not because the competition is eating their lunch.

I think they would do well with a variety of screen sizes.  I would go so far as to say they should offer voice/data cellular capabilities to all of their iPads as an option as well as laptops.  ESPECIALLY if the carriers to program them to use the same phone number.  I don't know if that's possible.  I would love to be able to have a variety of mobile devices that all had cell phone/data capabilities if they all could share the same phone number because we can then just one of many devices with us and always have access to the internet and phone without having to carry two devices.  Sometimes I would like to just carry a tablet and use earpiece for phone calls, or a laptop or just a phone depending on what I am doing.

post #32 of 91
Quote:
Originally Posted by Rogifan View Post


Interesting that Apple is reporting before AT&T this quarter. Isn't it usually the other way around?I remember last year at this time all the analysts on CNBC were "worried" because the numbers from AT&T and Verizon weren't as good as they expected and then Apple comes out and blows everyone away with a record quarter. lol.gif

I don't remember the dates but I just looked up and Apple had reported on 24th and AT&T on  26th.

 

http://www.apple.com/pr/library/2012/01/24Apple-Reports-First-Quarter-Results.html

http://www.att.com/gen/press-room?pid=22304&cdvn=news&newsarticleid=33762

post #33 of 91
Quote:
Originally Posted by arch View Post

These figures in the article seem to be totally crap.

 

December quarter 2011: iPhone activation share at att= 81%

December quarter 2011: iPhone activation share at verizon = 55%

 

http://appleinsider.com/articles/12/01/26/more_than_80_of_smartphones_activated_at_att_were_apples_iphone_.html

 

http://appleinsider.com/articles/12/01/24/verizons_42m_q4_iphone_activations_were_more_than_half_of_its_smartphones_.html

not sure I am following your logic. could you elaborate? Are you implying there is an instantaneous 1:1 relationship between new activation and marketshare? 

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post #34 of 91
Quote:
Originally Posted by snova View Post

not sure I following your logic. could you elaborate? Are you implying there is an instantaneous 1:1 relationship between new activation and marketshare? 


I am not implying that. Both the article here and myself are talking about new sales over a 3 month period

post #35 of 91
Quote:
Originally Posted by arch View Post


I am not implying that. Both the article here and myself are talking about new sales over a 3 month period

I think you are on to something. Going to source of the article it says the data is for the 12 weeks ending Nov 25. NOT end of December.

 

"of the market for the 12 week period ending November 25th, 2012"

 

edit:  ok.. I don't know where this dec 25th announcement is at that this data came from. I cant find it on the web site. But comparing 12 weeks ending Nov 25th, vs this 12 weeks period ending Dec 25th, 2012 it would have to mean that Android got spanked hard over the 4 weeks before Christmas to cause the massive change in numbers between Nov 25th and Dec 25th to cause such shift in the overall 12 week window.


Edited by snova - 1/21/13 at 11:31pm
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post #36 of 91

check out these trends. It include the US data.

 

http://www.tech-thoughts.net/2012/12/smartphone-market-share-trends-by-country.html

 

the most comical one is Brazil, scroll down to the very bottom.  Symbian market share sky rocketing, iOS almost nil. WTH?

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post #37 of 91
Android will drop even more when T-Mobile gets the iPhone/iPad in their line-up moving forward.
post #38 of 91
Quote:
Originally Posted by snova View Post

check out these trends. It include the US data.

http://www.tech-thoughts.net/2012/12/smartphone-market-share-trends-by-country.html

the most comical one is Brazil, scroll down to the very bottom.  Symbian market share sky rocketing, iOS almost nil. WTH?

The Brazilian market is totally corrupted by high import tariffs. Nobody can afford an iPhone 5. So they accept crappy old Symbian instead.
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post #39 of 91
It seems from these data that android lost share at AT&T and Verizon but made up for the loss on the smaller carriers. RIM though has cratered. And isn't windows8 doing well?
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post #40 of 91
Quote:
Originally Posted by Tallest Skil View Post

 

Nope. Read it again. The article specifically mentions "smartphone OS" every time it needs said. That means ALL iOS, not just phones.

The data anyway is rather "questionable", not to mention that "who's that analyst exactly?"

 

It's a bit ridiculous that Ai readers will pounce on questionable data that might shed a bad light on Apple, but accept  blindingly questionable data that shines a good light on Apple.

 

Questionable is questionable, end of story, in my humble opinion.


I'd be more interested in the percentage of currently active iPhones (all models). I see a lot of old iPhones (by the way, I hate the iPhone and iPhone 3G, I find the Playskool-design reminiscent of Microsoft XP, and if anyone disagrees, their own fault for having horrible design taste. Yes, I know, I could work at Fox News, I have all the capacity to allow others to have their own tastes of a Republican voter. I do love iPhone 4 that looks so industrial... but I always loved steel and glass. Anyway, back to my point. ) and these iPhones are obviously taking market share from Android phones or other brands, even though they're old.

 

Sales is not the most appropriate metric here, because it disregards "market retention", by which I mean that an Android user might change smartphones every year/24 months while an iPhone user will probably keep his phone several years. Happy customers don't feel the need to change, unless they're too rich (gimme ya money pleez, I needz cheezburga) or they're working in the media/art world. Or they're hipsters.

At least, from what I see.

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Social Capitalist, dreamer and wise enough to know I'm never going to grow up anyway... so not trying anymore.

 

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