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Apple's iPhone grew to 25.1% global market share in 2012

post #1 of 56
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The latest worldwide smartphone data from IDC reveals that Apple's worldwide market share grew to 25.1 percent in 2012.

IDC


Apple's total iPhone shipments increased 46.9 percent last year, from 93.1 million handsets in 2011 to 136.8 million in 2012.

Controlling a quarter of smartphone shipments, Apple was squarely in second place worldwide, in a two-horse race with market leader Samsung ??the only other company among the top five vendors that managed to grow its share.

Samsung easily outpaced Apple in 2012, growing its shipments by 129.1 percent, more than doubling Apple's year-over-year growth. Samsung also saw its market share grow from 19 percent in 2011, when it was in a dead heat with Apple, to 39.6 percent in 2012, or nearly 15 percentage points ahead of Apple.

In third place, Nokia continued its tumble, losing 54.6 percent of its shipments from 2011. The Finnish handset maker represented just 6.4 percent of smartphone shipments in 2012.

HTC took third, off 25.2 percent from 2011, which was good for a 6 percent share in 2012. That tied it with Research in Motion, which also had a 6 percent share after its shipments slid by 36.4 percent.

IDC


Looking at the fourth quarter alone, IDC's data suggests the gap is widening between Samsung and Apple in terms of shipments. Apple already announced this week that it shipped 47.8 million iPhones in the holiday quarter, and IDC's data found that was a 21.8 percent market share ? a number actually down from the 23 percent share Apple held in the fourth quarter of 2011.

Samsung, meanwhile, shipped 63.7 million smartphones in the holiday quarter, and its overall market share grew from 22.5 percent in the fourth quarter of 2011 to 29 percent in the same period in 2012.

The rest of top five also signal a changing of the guard began at the end of 2012, as Nokia, RIM and HTC are absent, replaced by low-cost players like Huawei and ZTE.

IDC found that Huawei grew its shipments 89.5 percent year over year to 10.8 million, good for 4.9 percent of the market in the fourth quarter. In fourth was Sony, which surged 55.6 percent and took 4.5 percent of the market. And ZTE took fifth, growing 48.4 percent and capturing 4.3 percent of the market.

IDC's data contrasts with Strategy Analytics, which also reported its own market share data this week. Strategy Analytics found that Apple's market share was just 19.4 percent in the 2012 holiday quarter, up from 19 percent in the fourth quarter of 2011.
post #2 of 56
Looks like the data is saying it was a good war overall but a weak holiday quarter for Apple.
post #3 of 56
Quote:
Originally Posted by blackbook View Post

Looks like the data is saying it was a good war overall but a weak holiday quarter for Apple.

 

Looks like the data is showing that you're a troll.

post #4 of 56
Quote:
Originally Posted by blackbook View Post

Looks like the data is saying it was a good war overall but a weak holiday quarter for Apple.

How was the fourth most profitable quarter in human history weak?

This is another sign that Apple is doomed. /s
post #5 of 56

RIM and Nokia are tied for the death spiral award.

post #6 of 56
Nokia at 6.4% - they never knew what hit them.
“A PC is no bargain when it doesn’t do what you want.” - Apple 2009
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post #7 of 56
Quote:
Originally Posted by AppleInsider View Post

The latest worldwide smartphone data from IDC reveals that Apple's worldwide market share grew to 25.1 percent in 2012.

 

Yep. Well IDC's figures are wrong. (Total smartphones 2012)

 

http://www.idc.com/getdoc.jsp?containerId=prUS23455612#.UQKN2I7OYqY

http://www.idc.com/getdoc.jsp?containerId=prUS23624612#.UQKN7Y7OYqY

http://www.idc.com/getdoc.jsp?containerId=prUS23753512#.UQKOFI7OYqY

http://www.idc.com/getdoc.jsp?containerId=prUS23916413#.UQKOM47OYqY

 

Total should be around 700 million.

 

 

 

Quote:
IDC's data contrasts with Strategy Analytics, which also reported its own market share data this week.

 

Well the discrepancy is so large perhaps a little fact checking might have been in order AI ?

post #8 of 56
Quote:
Originally Posted by anonymouse View Post

Looks like the data is showing that you're a troll.

Quote:
Originally Posted by jungmark View Post

How was the fourth most profitable quarter in human history weak?

This is another sign that Apple is doomed. /s

Weak in that their market share went down for the quarter.

I meant to say good "year" not good "war". I always have trouble with the mobile version of AI...
post #9 of 56
Samsung does not release unit sales. How does IDC report unit sales with any confidence?
post #10 of 56
Where do these places get their data from? Are these actual sales figures or just guesstimates from analysts?
post #11 of 56
@philboogie it's called "Microsoft"! Possibly also "self-inflicted mutilation".

@blackbook Yeah, the Ai mobile is irritating.

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

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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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post #12 of 56
Quote:
Originally Posted by blackbook View Post

Looks like the data is saying it was a good war overall but a weak holiday quarter for Apple.

 

Quote:
Originally Posted by anonymouse View Post

 

Looks like the data is showing that you're a troll.


Overall, Apple's share was 25% in 2012. But the Q4 share was 21%. Furthermore, it's lower than its Q4 share in 2011. So is Blackbook really completely wrong?

 

I understand the instinct to feel defensive when one is a holder of $AAPL. But objectivity is worth as much as money?

post #13 of 56
Two things. Samsung does not report unit sales/shipments. So, this is pure guess on IDC's part

Second, Samsung is notorious for channel stuffing. How many of these phones are sitting on the shelf and in warehouses? For Apple, its almost shipments = sales

Windows survivor - after a long, epic and painful struggle. Very long AAPL

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Windows survivor - after a long, epic and painful struggle. Very long AAPL

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post #14 of 56
Quote:
Originally Posted by jungmark View Post


How was the fourth most profitable quarter in human history weak?

This is another sign that Apple is doomed. /s


There are only a handful of analysts/pundits who are insinuating that Apple is doomed. Many are simply questioning, rightly or wrongly, whether their growth is slowing down. Based on numbers, they are not totally wrong (growth is slowing despite record numbers in absolute terms).

 

Exaggerating what pundits are saying may give you a two-second psychological boost, but it dampens your objectivity overall.

post #15 of 56
Quote:
Originally Posted by Red Oak View Post

Two things. Samsung does not report unit sales/shipments. So, this is pure guess on IDC's part

Second, Samsung is notorious for channel stuffing. How many of these phones are sitting on the shelf and in warehouses? For Apple, its almost shipments = sales


You can keep hammering that nail all you want. It won't change how everyone is reporting numbers. There is no denying Samsung's is doing very well and this is more a Samsung-Apple war now, and less an Android-iOS confrontation.

post #16 of 56

AAPL 448$ right now!
 

post #17 of 56
Quote:
Originally Posted by stelligent View Post


There are only a handful of analysts/pundits who are insinuating that Apple is doomed. Many are simply questioning, rightly or wrongly, whether their growth is slowing down. Based on numbers, they are not totally wrong (growth is slowing despite record numbers in absolute terms).

Exaggerating what pundits are saying may give you a two-second psychological boost, but it dampens your objectivity overall.

A "handful of analysts" wouldn't have caused a 60 pt drop in stock price. Growth is slowing relative to the last ten years but it is still growing at "normal levels"
post #18 of 56
Quote:
Originally Posted by jungmark View Post


A "handful of analysts" wouldn't have caused a 60 pt drop in stock price. Growth is slowing relative to the last ten years but it is still growing at "normal levels"


So how many analysts actually wrote/said that Apple was "doomed". Please provide link in each case. Otherwise, you're liar, right? :)

post #19 of 56
Quote:
Originally Posted by JollyPaul View Post

RIM and Nokia are tied for the death spiral award.

 

I think they'll both bounce back slightly in 2013. Nokia's Lumia sales are growing steadily and have generally been well received by reviewers. Nokia is also sitting on enough cash to keep them going for a long time. BB10 is make or break for RIM but it looks good. As a developer, I'd much rather develop apps for BB10 than WP or Android.

 

I doubt either will ever compete with the two juggernauts of the industry though.

post #20 of 56
Quote:
Originally Posted by NelsonX View Post

AAPL 448$ right now!
 

Yep! Saw That and bought some shares today.

AAPL is now at a record low, it can only rise from here.

 

 

I hope  °_°?

post #21 of 56
Samsung's growth is at the expense of third party Android handsets, RIM, Nokia and Microsoft, not Apple.
post #22 of 56
Quote:
Originally Posted by AppleInsider View Post
Samsung, meanwhile, shipped 63.7 million smartphones in the holiday quarter,

 

My guess is that 50% of those were low-end handsets. Apple doesn't play in this market.

post #23 of 56

OK, one more time for those who can' be bothered to click the links I posted above.

 

Total smartphones for the year is NOT 545.2 million, according to IDC's own figures.

 

post #24 of 56

excellent links with much more detailed information on the smartphone market. Should be required reading before posting.

post #25 of 56
Quote:
Originally Posted by Rabbit_Coach View Post

Yep! Saw That and bought some shares today.

AAPL is now at a record low, it can only rise from here.

 

 

I hope  °_°?

 

it'll start rising once the product rumors start rolling out.

post #26 of 56
Quote:
Originally Posted by Rabbit_Coach View Post

Yep! Saw That and bought some shares today.

AAPL is now at a record low, it can only rise from here.

 

 

I hope  °_°?

Don't be naive.

 

Do you know what is between Apple and 300$? Nothing! There's no reason behind APPL. It can go all the way down...

Since Apple is growing so much and is by far the most powerful/strong company, it means nothing to them, but for shareholders it can be a very dangerous game to play.

 

Don't be emotional, lot's of people are losing money because they are trying to use emotion/logic/tech knowledge to make decisions about buying shares, don't do that. Think like a stupid fandroid, or someone that only sees MTV, dress like a slut, etc. That's the right way to make money from Apple's stock. Wall street isn't for smart people/engineers/etc, otherwise we would have a lot of Warren Buffets. Wall street is for "sheep", the ones that follow digitime's rumors, etc. that sort of trash...

 

Please, don't risk it.

post #27 of 56
Quote:
Originally Posted by OllieWallieWhiskers View Post

 

My guess is that 50% of those were low-end handsets. Apple doesn't play in this market.

No. All galaxy line of models sold less than 100 million since their creation... You can barely see high end samsung phones and they "only" had 6 billion on profit from fridges TVs missiles and tanks, etc.

 

My educated guess? Less than 20% were high end phones (note+s3+s2).

post #28 of 56
Quote:
Originally Posted by blackbook View Post


Weak in that their market share went down for the quarter.

I meant to say good "year" not good "war". I always have trouble with the mobile version of AI...

Apple sold a record num of iPhones and the market is growing at a faster pace. That is not weak. Now if Apple sold less than before or the market is shrinking, then that'll be worse.
Quote:
Originally Posted by stelligent View Post


So how many analysts actually wrote/said that Apple was "doomed". Please provide link in each case. Otherwise, you're liar, right? 1smile.gif

I don't think I said any analyst said Apple was doomed in verbatim, but considering the P/E ratio is low and the fact Apple can back 1/3 of its market cap with cash/invest, what possible logic could there be in the steep drop? Why is it only Apple needs to create new markets. What's the point of market share if you're not making any money. At worse, Apple has 2/3 of the mobile profits. It sold a record number if iPhone/iPads. The Mac did drop but Cook did warn about that in the last qtr. Analysts fret about market share AND ASP. They want cheap product but they want the margins and ASP to be high. Apple can't win.
post #29 of 56
Quote:
Originally Posted by pedromartins View Post

No. All galaxy line of models sold less than 100 million since their creation... You can barely see high end samsung phones and they "only" had 6 billion on profit from fridges TVs missiles and tanks, etc.

 

My educated guess? Less than 20% were high end phones (note+s3+s2).

According to the latest Samsung quarterly profit statements their handsets division "which sells about a quarter of all mobile phones in the world according to analysts, saw an operating profit of 5.44tn won, up from 2.56tn won a year earlier."

 

I think that's around $4.7B in US dollars.

http://www.bbc.co.uk/news/business-21191431

 

Also of note: Samsung is projecting that overall growth in smartphone sales will begin slowing this year worldwide, particularly noticeable in developed countries (ie US, GB, FR, etc). 

http://uk.news.yahoo.com/samsung-puts-lid-capex-1st-time-since-financial-123102850--finance.html


Edited by Gatorguy - 1/25/13 at 7:44am
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post #30 of 56
Quote:
Originally Posted by stelligent View Post

Overall, Apple's share was 25% in 2012. But the Q4 share was 21%. Furthermore, it's lower than its Q4 share in 2011. So is Blackbook really completely wrong?

 

I understand the instinct to feel defensive when one is a holder of $AAPL. But objectivity is worth as much as money?

 

I am not a holder of AAPL, nor was their last quarter "weak" by any objective, rational measure. So, yes, he was completely wrong.

post #31 of 56
Originally Posted by PhilBoogie View Post
Nokia at 6.4% - they never knew what hit them.

 

"Well, just change the title… 'Sometimes You Hear The Bullet'…"


Originally Posted by Rabbit_Coach View Post
AAPL is now at a record low, it can only rise from here.

 

Record low is like a dollar. If Apple hits that, I'll buy 100,000 shares. I'll take out a loan to do it, but I'll buy the 100,000 shares!

Originally Posted by asdasd

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post #32 of 56
Quote:
Originally Posted by blackbook View Post

Looks like the data is saying it was a good war overall but a weak holiday quarter for Apple.

 

 

Samsung undoubtedly had a good quarter, but the numbers are slightly misleading. Every company other than Apple reports units shipped as opposed to units sold. Apple reports units sold. Inevitably Samsung has millions of units sitting in stores or in transit that are counted towards its sales figures. If Apple used the same counting method, it would undoubtedly have millions more units as well (at least in transit). 

 

Samsung is beating up Apple mostly in emerging markets like China where it is selling devices on the world's largest carrier, but Apple is not. Apple will likely address this by bringing out a less expensive iPhone (perhaps just for those markets). 


Edited by TBell - 1/25/13 at 8:15am
post #33 of 56
Quote:
Originally Posted by Rabbit_Coach View Post

Yep! Saw That and bought some shares today.

AAPL is now at a record low, it can only rise from here.

 

 

I hope  °_°?

 

 

I thought that when I bought at 455 yesterday. Yet it is still sinking while the rest of the market raises. 

post #34 of 56

This isn't hard to figure out.   Let's look at the sales over the past six months, to get an up to date estimate of what customers are currently buying.

 

  • Samsung sold ~116 million smartphones during that time period (3Q and 4Q).
  • The "100 million Galaxy S total" consists of  25 million S, 40 million S2 and 41 million S3.    

 

The S3 was introduced at the beginning of June, but didn't hit the mass markets until the end of July.   We'll cut that in half, and say it started mid-year.  Therefore about 41 million S3s sold out of 116 million total smartphones, so...

 

~35% of Samsung's smartphone sales over the past six months were GS3 alone.

 

Throw in just three months of the Galaxy Note 2, which sold 5 million in 60 days and was averaging 2 million a month, and we get that about 41% of all their smartphones sold in the second half of 2012 were the newest high end units (Galaxy S3 and Note 2). 

 

This leaves out any second half sales of older S2 and Note models, which would increase the high end percentage.


Edited by KDarling - 1/25/13 at 8:10am
post #35 of 56
Quote:
Originally Posted by KDarling View Post

This isn't hard to figure out.   Let's look at the sales over the past six months, to get an up to date estimate of what customers are currently buying.

 

  • Samsung sold ~116 million smartphones during that time period (3Q and 4Q).
  • The "100 million Galaxy S total" consists of  25 million S, 40 million S2 and 41 million S3.    

 

The S3 was introduced at the beginning of June, but didn't hit the mass markets until the end of July.   We'll cut that in half, and say it started mid-year.  Therefore about 41 million S3s sold out of 116 million total smartphones, so...

 

~35% of Samsung's smartphone sales over the past six months were GS3 alone.

 

Throw in just three months of the Galaxy Note 2, which sold 5 million in 60 days and was averaging 2 million a month, and we get that about 41% of all their smartphones sold in the second half of 2012 were the newest high end units (Galaxy S3 and Note 2). 

 

This leaves out any second half sales of older S2 and Note models, which would increase the high end percentage.

So what you are saying is that Apple sold more high end smartphones in one quarter than Samsung did in half a year?

post #36 of 56
Originally Posted by KDarling View Post

41% of all their smartphones sold in the second half of 2012 were the newest high end units

 

Funny how copying Apple's devices and strategy shows that the strategy is the most successful one after all.

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post #37 of 56
Quote:
Originally Posted by ndirishfan1975 View Post

So what you are saying is that Apple sold more high end smartphones in one quarter than Samsung did in half a year?

 

Probably.  Haven't looked, since I'm not doing any such comparison.  Let the kids fight the meaningless fan wars about "who's winning" etc .  I guarantee that in a fairly short period of time, few here will even remember these threads.

 

I'm only posting numbers for others to use in their debates;  numbers which are more than just wild guesses.

post #38 of 56
Quote:
Originally Posted by Tallest Skil View Post

 

"Well, just change the title… 'Sometimes You Hear The Bullet'…"

 

Record low is like a dollar. If Apple hits that, I'll buy 100,000 shares. I'll take out a loan to do it, but I'll buy the 100,000 shares!

Yeah, If you take it by the letter, it might sink even below that.

 

http://www.moneycontrol.com/india/stockpricequote/electricequipment/birlapowersolutions/BPS01

 

I still hope, AAPL doesn't follow that lead. ;-)

post #39 of 56
Quote:
Originally Posted by TBell View Post

Samsung undoubtedly had a good quarter, but the numbers are slightly misleading. Every company other than Apple reports units shipped as opposed to units sold. Apple reports units sold. 

 

Apple reports a sale either when (1) a unit is sold directly to an end user from their own stores, or (2) when a unit is shipped to a retailer to be resold to an end user later.  

 

In Samsung's SEC filing, they state that they record a sale when the unit is delivered to a retailer.

 

Quote:
Inevitably Samsung has millions of units sitting in stores or in transit that are counted towards its sales figures.   If Apple used the same counting method, it would undoubtedly have millions more units as well (at least in transit).

 

For BOTH companies, there are times that units already counted as sales are not retailed immediately to end users.  For example, the infamous time a couple of years ago when Samsung's first tablets didn't sell through to end users as much as retailers had ordered.   

 

Another example occurred last year for iPhones and iPads, when retailers bought more units in one quarter than they could sell through to end users, and therefore bought less the next quarter, due to millions of extra units still in their retailer inventory.

 


Edited by KDarling - 1/25/13 at 8:57am
post #40 of 56
Quote:
Originally Posted by jungmark View Post


Apple sold a record num of iPhones and the market is growing at a faster pace. That is not weak. Now if Apple sold less than before or the market is shrinking, then that'll be worse.
I don't think I said any analyst said Apple was doomed in verbatim, but considering the P/E ratio is low and the fact Apple can back 1/3 of its market cap with cash/invest, what possible logic could there be in the steep drop? Why is it only Apple needs to create new markets. What's the point of market share if you're not making any money. At worse, Apple has 2/3 of the mobile profits. It sold a record number if iPhone/iPads. The Mac did drop but Cook did warn about that in the last qtr. Analysts fret about market share AND ASP. They want cheap product but they want the margins and ASP to be high. Apple can't win.

 

Quote:
Originally Posted by anonymouse View Post

 

I am not a holder of AAPL, nor was their last quarter "weak" by any objective, rational measure. So, yes, he was completely wrong.

 

Probably a better analysis of the situation is that the low end smartphone market (Samsung) grew faster than the high end (Apple)

 

Apple didn't have a "bad" quarter, but it was weaker than many expected. I do find it interesting how well the iPhone 4 sold this holiday quarter. The demand for cheaper handsets seems to be strong not only in the "3rd world" but also here in the US as well.

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