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Apple's iPhone 5 and iPhone 4S are world's two most popular smartphone models

post #1 of 75
Thread Starter 
Apple's iPhone 5 was the best selling smartphone in the world in the fourth quarter of 2012, while the second most popular handset was the iPhone 4S, making it more popular than Samsung's newer Galaxy S3.

Strategy Analytics


New data from Strategy Analytics pegs Apple as having shipped 27.4 million iPhone 5 units during the holiday quarter. That was good for a 13 percent share of all smartphones shipped globally.

Apple's second-tier handset, the iPhone 4S, is believed to have seen 17.4 million units shipped in the fourth quarter. That means the company's 2011 model still managed to account for an 8 percent smartphone share even after the release of the iPhone 5.

According to Neil Shah, senior analyst with Strategy Analytics, the iPhone 5 and the iPhone 4S are currently the world's two most popular smartphone models. Together they took a 21 percent share of all smartphones, a total that doesn't even include the iPhone 4, which Apple continues to offer for free with a new service contract.

"This was an impressive performance, given the iPhone portfolio's premium pricing," said Neil Mawston, executive director at Strategy Analytics.

Coming in third behind the iPhone 5 and iPhone 4S was the Samsung Galaxy S3, of which 15.4 million units are estimated to have been shipped in the fourth quarter. That gave Samsung's flagship handset model a 7 percent share of the market.

"Samsung's Galaxy S3 has long proven wildly popular with consumers and operators across North America, Europe and Asia," Mawston said. "However, global demand for the Galaxy S3 appears to have peaked and Samsung will surely be keen to introduce its rumored Galaxy S4 upgrade in the coming weeks to fight back against Apple's popular iPhone range.

The fact that the iPhone 5 outsold the Galaxy S3 is no surprise, as Samsung's top tier handset launched last May ? months before Apple introduced its latest handset. But the data from Strategy Analytics suggests that the launch of the iPhone 5 and subsequent price cut of the iPhone 4S to $99 on contract helped to boost sales significantly, allowing it to overtake the Galaxy S3.
post #2 of 75

That's embarassing.

post #3 of 75

What Tim Cook said again? Along the line of we don't know about market share because we're the only one who reported sales.

 

And looks what happens.

post #4 of 75

Where do they get shippment figures from?  Apple doesn't break out sales by model.

post #5 of 75
Quote:
Originally Posted by Rogifan View Post

Where do they get shippment figures from?  Apple doesn't break out sales by model.

Exactly, especially because there's no way 15 millions S3 were sold this quarter (and 18 the last one).

 

Still, one can be assured that they (samsung) sold more than than 10 million, that means that 10 million people are absolutely stupid and retarded. For me watching someone with a galaxy s3 is like watching those guys and girls with pants bellow their asses. It's retarded and it quickly shows how stupid and ignorant they are. 

post #6 of 75
This will hurt their stock.
post #7 of 75
Quote:
Originally Posted by Rogifan View Post

Where do they get shippment figures from?  Apple doesn't break out sales by model.

And Sammy and the others don't release numbers. Analysts will be somehow disappointed with the results.
post #8 of 75

And yet the media is still pimping low iPhone demand stories.  Today we get one from the Financial Times that claims Focxonn has a hiring freeze due to low iPhone demand. 1rolleyes.gif

post #9 of 75
Meanwhile the pundits are saying that 5-inch Sammys are the only things that people want...
post #10 of 75
Quote:
Originally Posted by Rogifan View Post

And yet the media is still pimping low iPhone demand stories.  Today we get one from the Financial Times that claims Focxonn has a hiring freeze due to low iPhone demand. 1rolleyes.gif

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post #11 of 75
Quote:
Originally Posted by pedromartins View Post

Exactly, especially because there's no way 15 millions S3 were sold this quarter (and 18 the last one).

Why not? Do you have proof that they didn't?
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post #12 of 75
I am not certain this report is important.

We already know Apple has only one rival for the title of "most popular mobile phone company in the world."

We already know that Apple has the lion's share of mobile phone sales profit share.


Does Apple's place as the most popular mobile phone company make a difference?
  • Apple is already aggressively improving their products and services.
  • Apple is already aggressively pricing their products and services.
  • Apple is already creating an unrivaled user experience surrounded by the most comprehensive ecosystem.
  • Apple is already providing unparalleled customer satisfaction through their world class customer service.


The benefits of being a customer of Apple have never been greater.
Edited by MacBook Pro - 2/20/13 at 6:30am
post #13 of 75
Quote:
Originally Posted by herbapou View Post

 

Wow, youre pretty high up on the fanboi meter...


No... he actually embarrasses fanbois.

Hmmmmmm...
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Hmmmmmm...
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post #14 of 75
Quote:
Originally Posted by MacBook Pro View Post


I do wonder at the analysis.

"Country coverage includes: Brazil, Canada, China, France, Germany, India, Italy, Russia, South Africa, South Korea, Spain, the U.K. and the U.S." The Strategy Analytics report does cover the top 13 (arguably) smartphone markets. Several of these countries certainly don't appear to favor Apple.

Is Samsung selling smartphones or advanced feature phones? Samsung does have dozens of models so they could potentially have the next top ten devices on the list.

You have a great point....I wonder about all these analysts. Where do they come up with these numbers? If both companies do not report sales....then how where do the "analyst" get these numbers? Its all speculation........

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post #15 of 75
Quote:
Originally Posted by daveinpublic View Post

This will hurt their stock.

 

Money talks and bullshit walks. They can release all the studies they want, it still wont change the fact Apple didnt had any YoY EPS growth between Q4 2011 and Q4 2012. This is despite the fact the iphone had 25% YoY growth and the ipad had 47% YoY growth in unit sales.

 

Margins are compressing, market is getting mainstream and unless Apple get more competive in price or really innovate they are going straigth to a niche market share. Trends are shifting and Apple need to adapt or it will turn into another RIM.

 

Q4 was Apple 3rd bad quarter in a row (in terms of growth slowing down to a crawl) and I dont still dont see how they are going to turn this. They are getting close to turn into negative EPS growth, which will send the stock way below $400. I am still hoping they can do something, so I am holding to my LEAPS.

 

Events that can send the stock back up:

  • Multiple iphone models (multiple price points,screen size and a model design for emerging markets needs)
  • Impressive innovation on the high end iphone model.
  • New product (iwatch, itv, add gaming and apps to the current Apple TV, ...)
  • Increase the dividends. (limited effect, but should floor the stock at $500)
  • China Mobile deal with a special phone for it.

 

until then, incremental upgrades will continu to send the stock down.


Edited by herbapou - 2/20/13 at 7:04am
post #16 of 75
Quote:
Originally Posted by dasanman69 View Post


No I do not. Here's why I think 15 million is a very makable number for Samsung. A consumer going to purchase a smartphone is inundated with images of the SGS 3 before they walk into the store, and because of Samsung's higher commission will be more steered towards getting the SGS 3 over the iPhone. Truth is a great many people want a bigger screen. I've seen many a poster here say they'll switch if Apple doesn't make a bigger phone soon. And yes there are millions and millions of people you'd consider idiots.

I have nothing against a big screen, in fact I want one. But S3 is bellow pretty much every single top model from other vendors, especially HTC.

post #17 of 75
Quote:
Originally Posted by herbapou View Post

Money talks and bullshit walks. They can release all the studies they want, it still wont change the fact Apple didnt had any YoY EPS growth between Q4 2011 and Q4 2012. This is despite the fact the iphone had 25% YoY growth and the ipad had 47% YoY growth in unit sales.

Margins are compressing, market is getting mainstream and unless Apple get more competive in price or really innovate they are going straigth to a niche market share. Trends are shifting and Apple need to adapt or it will turn into another RIM.

Q4 was Apple 3rd bad quarter (in terms of growth slowing down to a crawl) and I dont still dont see how they going to turn this. They are getting close to turn into negative EPS growth, which will send the stock way below $400. I am still hoping they can do something, so I am holding to my LEAPS.

Perhaps because the iMac supply was constrained and the previous year's fourth qtr had an extra week. Record iDevices sold.
post #18 of 75
Quote:
Originally Posted by herbapou View Post

 

Money talks and bullshit walks. They can release all the studies they want, it still wont change the fact Apple didnt had any YoY EPS growth between Q4 2011 and Q4 2012. This is despite the fact the iphone had 25% YoY growth and the ipad had 47% YoY growth in unit sales.

 

Margins are compressing, market is getting mainstream and unless Apple get more competive in price or really innovate they are going straigth to a niche market share. Trends are shifting and Apple need to adapt or it will turn into another RIM.

 

Q4 was Apple 3rd bad quarter (in terms of growth slowing down to a crawl) and I dont still dont see how they going to turn this. They are getting close to turn into negative EPS growth, which will send the stock way below $400. I am still hoping they can do something, so I am holding to my LEAPS.

I have a problem with that. you do realize they just had the best quarter ever with one less week, right? of course they won't grow so quickly again... They can't.

 

you and others like you talk like if apple is on a crysis.

post #19 of 75
Quote:
Originally Posted by pedromartins View Post

I have nothing against a big screen, in fact I want one. But S3 is bellow pretty much every single top model from other vendors, especially HTC.

I totally agree, but HTC doesn't have the budget to out advertise Samsung. Just about every cell phone store I drive by has a big ass SGS 3 poster in the front window. It's not affecting Apple but it's killing HTC, Motorola, LG, etc..
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"Few things are harder to put up with than the annoyance of a good example" Mark Twain
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post #20 of 75
It's quite significant that a combination of a new handset model and strategic pricing of the previous models achieves the double effect (or could it be trifecta?) of closing out the top end of the Market Share statistic in favour of FruitsRUs :-)

This suggests that the scenario that is actually playing out in the smartphone market, slowly but surely, is that of the iPod story in the PMP world, and not that of the desktop PC as many "analysts" seem to prefer (or is it fervently wish?)...
post #21 of 75
Quote:
Originally Posted by Rogifan View Post

And yet the media is still pimping low iPhone demand stories.  Today we get one from the Financial Times that claims Focxonn has a hiring freeze due to low iPhone demand. 1rolleyes.gif

 

Well obviously that must be the reason for the hiring freeze, what with Apple seemingly being the only customer Foxconn if you believe what you read in the media. 

 

Oh, wait... hang on a moment... http://en.wikipedia.org/wiki/Foxconn#Major_customers

post #22 of 75

So...

 

+47.8 million total sold

-27.4 million iPhone 5

-17.4 million iPhone 4S

=================

= 3 million iPhone 4

 

Interesting.  The lowest priced one is selling the lowest amount, by far.  

 

Of course, it's also the oldest and is missing Siri.

 

Proof there's no low end iPhone market?  Or just not low priced enough?  Or ... ?


Edited by KDarling - 2/20/13 at 7:54am
post #23 of 75
Quote:
Originally Posted by pedromartins View Post

That's embarassing.

 

And the trolls over at C|net are apoplectic, claiming it's a lie and rigged and every other epithet they can come up with.

 

Embarrassing...and sad.

post #24 of 75
Quote:
Originally Posted by pedromartins View Post

Exactly, especially because there's no way 15 millions S3 were sold this quarter (and 18 the last one).

Quote:
Originally Posted by dasanman69 View Post


Why not? Do you have proof that they didn't?

 

On the Internet no proof is required. Merely stating opinion as fact makes it true. Hell, one of the resident trolls on C|net is claiming Samsung actually sold 60 million S3s in one quarter and that this whole story is a paid for lie by Apple. Apple has all the tech media on its payroll don't you know.

post #25 of 75
Perhaps
Quote:
Originally Posted by herbapou View Post

Money talks and bullshit walks. They can release all the studies they want, it still wont change the fact Apple didnt had any YoY EPS growth between Q4 2011 and Q4 2012. This is despite the fact the iphone had 25% YoY growth and the ipad had 47% YoY growth in unit sales.

Margins are compressing, market is getting mainstream and unless Apple get more competive in price or really innovate they are going straigth to a niche market share. Trends are shifting and Apple need to adapt or it will turn into another RIM.

Q4 was Apple 3rd bad quarter in a row (in terms of growth slowing down to a crawl) and I dont still dont see how they are going to turn this. They are getting close to turn into negative EPS growth, which will send the stock way below $400. I am still hoping they can do something, so I am holding to my LEAPS.

Events that can send the stock back up:
  • Multiple iphone models (multiple price points,screen size and a model design for emerging markets needs)
  • Impressive innovation on the high end iphone model.
  • New product (iwatch, itv, add gaming and apps to the current Apple TV, ...)
  • Increase the dividends. (limited effect, but should floor the stock at $500)
  • China Mobile deal with a special phone for it.

until then, incremental upgrades will continu to send the stock down.

Perhaps you are not aware that 1st 2012 had 14 weeks vs 13 weeks got 1st 2013 or you are simply ignorant.

Sorry didn't mean to lecture someone who was into stocks since llci or whatever.
post #26 of 75

deleted


Edited by MacRulez - 7/5/13 at 3:35pm
post #27 of 75

deleted


Edited by MacRulez - 7/5/13 at 3:34pm
post #28 of 75

Samsung has released figures for the GS3 - each milestone they hit (10,20,30 million) they announced. Checking the dates of the announcements you can see Samsung has been selling about 5 million per month. Pretty easy to figure out, actually.

 

Still interesting the iPhone 5 sold as many since it launchedin one quarter as Samsung has sold since it launched (worldwide end of May). And Samsung claimed they had pre-orders for 9 million when the GS3 launched (now we know that was orders from retailers, not customers as it took a couple months until they posted the 10 million milestone).

 

The really bad thing for Samsung is the drop in Q4 - the holiday shopping seasong and their sales go down? Obviously the iPhone 5 ruined Christmas for Samsung.

post #29 of 75
Quote:
Originally Posted by KDarling View Post

So...

 

+47.8 million total sold

-27.4 million iPhone 5

-17.4 million iPhone 4S

=================

= 3 million iPhone 4

 

Interesting.  The lowest priced one is selling the lowest amount, by far.  

 

Of course, it's also the oldest and is missing Siri.

 

Proof there's no low end iPhone market?  Or just not low priced enough?  Or ... ?

It's not just missing Siri, it's missing 4G LTE. At least the 4S has faux 4G.

 

Most developing countries are setting up wireless networks and bypassing landlines altogether. A friend just got back from Columbia and in the middle of a rural jungle area got 5 bars of 4G LTE. 

 

If you have a choice of buying a 3G phone with limited coverage, or a 4G model which has better coverage and is faster, especially if it costs less, which would you buy? 

 

Even in the US, where the 4 is free, there are 4G LTE free phones too. So unless you just want Apple, or are already tied to its Eco-system, why would you buy the 4? Besides the US is a rich nation where $100 is nothing to get semi-current technology. This is not true in the rest of the world. 

 

Using these numbers to suggest Apple should not enter a lower-end market is not applicable. They have to offer a competitive phone outside the US, which offers at a minimum the same radio technology as the competition.

post #30 of 75

Quote:
Originally Posted by EricTheHalfBee View Post

The really bad thing for Samsung is the drop in Q4 - the holiday shopping seasong and their sales go down? Obviously the iPhone 5 ruined Christmas for Samsung.

 

Yeah, definitely the iPhone 5 debut stole a bunch of sales.

 

Wish they'd included more info.  Would like to see what the Note 2 sales were like, for example.  Did they also go down, or were some GS3 sales diverted to it?

post #31 of 75

But Apple is still doomed, right?

post #32 of 75
Quote:
Originally Posted by pedromartins View Post

I have nothing against a big screen, in fact I want one. But S3 is bellow pretty much every single top model from other vendors, especially HTC.

Don't settle. Demand a phone that won't fit in your pocket.

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
Reply

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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post #33 of 75
Quote:
Originally Posted by Quadra 610 View Post

But Apple is still doomed, right?

Forever and ever.

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
Reply

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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post #34 of 75
Quote:
Originally Posted by herbapou View Post

Money talks and bullshit walks. They can release all the studies they want, it still wont change the fact Apple didnt had any YoY EPS growth between Q4 2011 and Q4 2012. This is despite the fact the iphone had 25% YoY growth and the ipad had 47% YoY growth in unit sales.

Margins are compressing, market is getting mainstream and unless Apple get more competive in price or really innovate they are going straigth to a niche market share. Trends are shifting and Apple need to adapt or it will turn into another RIM.

Q4 was Apple 3rd bad quarter in a row (in terms of growth slowing down to a crawl) and I dont still dont see how they are going to turn this. They are getting close to turn into negative EPS growth, which will send the stock way below $400. I am still hoping they can do something, so I am holding to my LEAPS.

Events that can send the stock back up:
  • Multiple iphone models (multiple price points,screen size and a model design for emerging markets needs)
  • Impressive innovation on the high end iphone model.
  • New product (iwatch, itv, add gaming and apps to the current Apple TV, ...)
  • Increase the dividends. (limited effect, but should floor the stock at $500)
  • China Mobile deal with a special phone for it.

until then, incremental upgrades will continu to send the stock down.

/s

I think you forgot something.
post #35 of 75
Quote:
Originally Posted by Suddenly Newton View Post


Don't settle. Demand a phone that won't fit in your pocket.

Moto has 4.5inch phone with the same size as the iphone (i believe it's the one with the intel processor). The new HTC looks great and it would fit nicely. 

post #36 of 75
Quote:
Originally Posted by Suddenly Newton View Post

Don't settle. Demand a phone that won't fit in your pocket.

There is a rumor that Samsung will release a 60" (sixty) smartphone. The Samsung Syndicate was ecstatic about the octogint (80) core CPU which supposedly takes advantage of Project Oleo. Project Oleo is designed to (once again) optimize the Android code for improved efficiency. Several technology pundits have already stated that the Samsung S60 is the best Samsung smartphone ever with an amazing dynamic user interface. One reviewer was quoted as saying, "Finally, an Android device that is nearly half as responsive as the iPhone." One analysis of Samsung finances has concluded that Samsung spent just over $30 on "Research and Development" (at Kinko's) and nearly $30 billion on Advertising and Marketing.
post #37 of 75
Quote:
Originally Posted by MacBook Pro View Post

There is a rumor that Samsung will release a 60" (sixty) smartphone.

Only if it has the 1080p's. I gotta have the 1080p's.

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
Reply

"Apple should pull the plug on the iPhone."

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post #38 of 75
The 4s IS a very nice phone.

Ouchy for Sammy.
post #39 of 75
Quote:
Originally Posted by jungmark View Post


Perhaps because the iMac supply was constrained and the previous year's fourth qtr had an extra week. Record iDevices sold.

Yes, ^this^, with the weeks normalized they did experience growth. The math wasn't all that hard.

post #40 of 75

This is disgusting.

 

I would expect that Apple should have held the #3 spot also. Having the two most popular phones in the world is simply not good enough. Apple is becoming more and more like RIMM every day.

 

Excuse me, I have to run off and sign in to my trading account, I need to do a few shorts on AAPL.

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