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Apple's 3.5% smartphone share gain was Android's loss in Q4

post #1 of 46
Thread Starter 
The launch of the iPhone 5, combined with the continuing popularity of the iPhone 4S and iPhone 4, allowed Apple's iOS to grow by 3.5 percentage points in the U.S. market, taking share away from Google's Android OS.

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comScore's new report covers the three-month period ending in January 2013. The report shows Apple retaining the top spot in the U.S. among smartphone manufacturers, with 37.8 percent of the market, up 1.5 points from December of 2012. Samsung came in a distant second at 21.4 percent, but the Korean company also grew its share of the market by 0.4 points from December of last year.

The two companies' continuing domination of the smartphone segment came largely at the expense of HTC and Motorola, which continued to lose share.

comscore


As Apple's smartphones grew in popularity, so too did the operating system powering them. comScore has Apple's iOS at 37.9 percent of the U.S. smartphone market in January of 2013, up 3.5 percentage points from October of 2012 and 1.6 points from December. BlackBerry was hurt most by Apple's growth, losing 1.9 points in the period, but iOS' growth appears to have come from customers switching from all platforms, including Android, Microsoft OSes, and Symbian.

The growth in Apple's share of the smartphone segment no doubt stems in large part from the launch of the iPhone 5. Apple's last two handsets, the iPhone 5 and iPhone 4S, were the two most popular smartphones on the market over the fourth quarter of 2012.
post #2 of 46
Better watch out Microsoft. You're going to fall into the "other" slice of the pie...

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post #3 of 46

Black is white. Up is down. Left is right. Good is bad.

 

I'm not exactly sure how this is bad news for Apple, but somehow, I'm sure that it is.

post #4 of 46
I think in the U.S., the smartphone market is becoming saturated. It's not a matter of growth anymore, but more of taking from one another.
post #5 of 46
WS spin: Apple fails to grab 5% market share growth from Android.
post #6 of 46
Scoreboard, Samsung: it's about the customer experience.

Fool an Android customer once. You get the customer-experience you pay for.
post #7 of 46
1) At least MS has come to a virtual standstill in a growing market. I guess that means means Win Phone isn't a complete failure. I like the OS.

2) It's amazing that Apple can have such a huge market as a sole vendor and still be growing faster than their competitors with premium products. I hope to see this trend with other vendors and industries.

"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

 

Goodbyeee jragosta :: http://forums.appleinsider.com/t/160864/jragosta-joseph-michael-ragosta

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post #8 of 46
I wonder if Google still feels good about their $12 billion purchase of Motorola.

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post #9 of 46
Quote:
Originally Posted by Apple ][ View Post

Black is white. Up is down. Left is right. Good is bad.

 

I'm not exactly sure how this is bad news for Apple, but somehow, I'm sure that it is.

 

Of course it can be spun as bad news. Here is an obvious example: with Apple taking about 50% of the USA smartphone market, and the USA smartphone market saturated, that means Apple iPhone sales have no growth left in the USA. Without growth, the stock will tank. This may actually be the way this comScore PR be received in the market for Apple.

post #10 of 46
Breakdown of sold iPhone models clearly shows those numbers wouldn't be nearly possible without cheaper 4 and 4S old models. It is obvious there is a big market for Apple if it can listen to it. If they would throw in larger screen model year ago, Samsung would swim between among sharkies in the muddy water. However, they still believe they don't need larger screen and foolishly allow Samsung to build his brand on premium large screen models while selling et mass to midrange....
 
Spin is actually this news to be read as a good knows of big success for Apple. And the Street is right: with such high quality phones and such ecosystem, Apple should sell substantially more and grabing market share from Android, not opposite...
post #11 of 46
Do they have chimpanzees writing these headlines?

The headline reads "Apple's 3.5% smartphone share gain was Android's loss in Q4." However, when you read the story, Android was down 1.3%, Blackberry was down 1.9% and others were down slightly. So attributing the loss to Android is just plain wrong.
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post #12 of 46
Quote:
Originally Posted by THT View Post

Quote:
Originally Posted by Apple ][ View Post

Black is white. Up is down. Left is right. Good is bad.

 

I'm not exactly sure how this is bad news for Apple, but somehow, I'm sure that it is.

 

Of course it can be spun as bad news. Here is an obvious example: with Apple taking about 50% of the USA smartphone market, and the USA smartphone market saturated, that means Apple iPhone sales have no growth left in the USA. Without growth, the stock will tank. This may actually be the way this comScore PR be received in the market for Apple.

 

Ahh... but their is great potential for some speciality smartphones...  The PimpPhone, HoPhone, PusherPhone...

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post #13 of 46
Quote:
Originally Posted by sflocal View Post

I think in the U.S., the smartphone market is becoming saturated. It's not a matter of growth anymore, but more of taking from one another.

When the Sun converts all the hydrogen into helium, it starts fusing helium into lithium. Apple will just convert smartphone users into smart watch users. Or whatever comes next. It's already happened to the iPod users.

"Apple should pull the plug on the iPhone."

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post #14 of 46
I'm still amazed by the number of people that have dedicated smart phones for personal and business use. There is a good chance you will actually see market contraction. Most people I see are split BB and iPhone.
post #15 of 46
Quote:
Originally Posted by aaarrrgggh View Post

I'm still amazed by the number of people that have dedicated smart phones for personal and business use. There is a good chance you will actually see market contraction. Most people I see are split BB and iPhone.

 

Raises hand here. ;(

 

3GS for work.

4S for home.

 

Never shall I have a device that mixes the two.

post #16 of 46
What? Something good for Apple?
Here comes the backlash.
But. But that's not international. But there is no room left for Apple to grow in the U.S. But the screen is too small. But Citi just yelled to the world that Apple's iPhone sales just collapsed. But the margins aren't big anymore. But Google is God. But Apple is poison as a company due to the fear its stock engenders among investors. But. But. But.
@ Citi: Their sales went up bitches!
UP.
post #17 of 46
Quote:
Originally Posted by sflocal View Post

I think in the U.S., the smartphone market is becoming saturated. It's not a matter of growth anymore, but more of taking from one another.

Not close. Smartphones have less than 50% market share in the US. It is 65% in Japan and almost 60% in S. Korea. http://www.economist.com/news/business/21572776-apples-ios-and-googles-android-face-several-hopeful-challengers-bright-eyed-and-bushy-tailed

post #18 of 46
Quote:
Originally Posted by poksi View Post

Breakdown of sold iPhone models clearly shows those numbers wouldn't be nearly possible without cheaper 4 and 4S old models. It is obvious there is a big market for Apple if it can listen to it. If they would throw in larger screen model year ago, Samsung would swim between among sharkies in the muddy water. However, they still believe they don't need larger screen and foolishly allow Samsung to build his brand on premium large screen models while selling et mass to midrange....
 
Spin is actually this news to be read as a good knows of big success for Apple. And the Street is right: with such high quality phones and such ecosystem, Apple should sell substantially more and grabing market share from Android, not opposite...

 

Too bad we don't have a breakdown of the average screen size of Samsung phones sold, a lot of the cheap phones that make up the bulk of the phones they sell, have smaller screens.

 

They have only shipped 30 or so million high end Galaxy S series phones over the last few years.

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post #19 of 46
Quote:
Originally Posted by "Apple 
[" url="/t/156339/apples-3-5-smartphone-share-gain-was-androids-loss-in-q4#post_2289061"]Black is white. Up is down. Left is right. Good is bad.

I'm not exactly sure how this is bad news for Apple, but somehow, I'm sure that it is.
It's only bad news if you judge it based on what consistently wrong pundits think and on stick price fluctuations. Otherwise, it's just news, neither good nor bad. Apple is doing very well with a few bucks in the bank.
post #20 of 46
Quote:
Originally Posted by Suddenly Newton View Post

When the Sun converts all the hydrogen into helium, it starts fusing helium into lithium. Apple will just convert smartphone users into smart watch users. Or whatever comes next. It's already happened to the iPod users.

What if the iPad is lithium? After all, lithium was the last element made during the Big Bang! Say it ain't so!
post #21 of 46
Quote:
Originally Posted by anantksundaram View Post

Not close. Smartphones have less than 50% market share in the US. It is 65% in Japan and almost 60% in S. Korea. http://www.economist.com/news/business/21572776-apples-ios-and-googles-android-face-several-hopeful-challengers-bright-eyed-and-bushy-tailed

It was reported last fall that US had passed the 50% mark, and 54% in Jan this year. Perhaps the Eco is using dated data.
post #22 of 46

Okay, I like this site and understand it's slanted toward Apple, but this is the first time I have seen it pretty much write and post an untruth.  Apple's 3.5% smartphone share gain was Android's loss in Q4" is an outright lie.  

 

If you read the actual report you will see that "android" did not lose 3.5%.  Blackberry and Windows OS contributed also to that 3.5%.  I am actually disgusted by this spin.

post #23 of 46

Being in a legal firm we also have a delima with converging our work and home phones.  There's the issue of public disclosure.  If our work is on our "personal" phone the content may be disclosed.

post #24 of 46

You know things are not going well for Android when Andy Rubin stop posting activation numbers on Google+ or Twitter.

post #25 of 46

18 mo.s ago I upgraded from the iP4 to the iP4s. The iP4s is a wonderful piece of kit.

 

But, the iPhone 5 is better is every aspect.

 

P.S. October I will be upgrading to the iP5s. I would like to upgrade at every new iPhone iteration, but ATT and Sprint (I won't do Verizon) prohibit me. 

 

When the iP5s is released and if it's offered by Walmart or Cricket as a Pre-paid phone, I will seriously consider it.

 

"F" Sprint, ATT and Verizon! :)

post #26 of 46
Quote:
Originally Posted by ankleskater View Post

It was reported last fall that US had passed the 50% mark, and 54% in Jan this year. Perhaps the Eco is using dated data.

If you looked at the link, it says that the data is for 2012, so presumably that means all of 2012, close enough to January of this year.

 

The Economist is usually scrupulous about this sort of thing. It is the only publication anywhere in the world that I truly (nearly) wholly trust.

post #27 of 46
Quote:
Originally Posted by Ex iPhone Owner View Post
 I am actually disgusted by this spin.

Of course you would be. (Even granting the point that it's poorly worded).

 

Have you, obversely, been elated these past few days when many stories on this site made some people ask whether they were reading AndrodInsider? Did you post about how happy you were?

 

Thought so....

post #28 of 46
Quote:
Originally Posted by anantksundaram View Post

If you looked at the link, it says that the data is for 2012, so presumably that means all of 2012, close enough to January of this year.

 

The Economist is usually scrupulous about this sort of thing. It is the only publication anywhere in the world that I truly (nearly) wholly trust.

Nielsen pegged it right at 50% last February. 

http://www.nielsen.com/us/en/newswire/2012/smartphones-account-for-half-of-all-mobile-phones-dominate-new-phone-purchases-in-the-us.html

 

Comscore agrees that US smartphone penetration surpassed 50% last year.

http://www.comscore.com/Insights/Blog/Putting_the_2013_U.S._Digital_Future_in_Focus

 

Carrier data also supposedly confirms US smartphone adoption exceeds 50% as of at least last fall.

http://gigaom.com/2012/08/13/carrier-data-confirms-it-half-of-us-now-owns-a-smartphone/

 

I think the chart the Economist printed might have been from a presentation made last May but didn't go that far in looking at it.


Edited by Gatorguy - 3/6/13 at 4:45pm
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post #29 of 46
Quote:
Originally Posted by Gatorguy View Post

Nielsen pegged it right at 50% last February. 

http://www.nielsen.com/us/en/newswire/2012/smartphones-account-for-half-of-all-mobile-phones-dominate-new-phone-purchases-in-the-us.html

 

Comscore agrees that US smartphone penetration surpassed 50% last year.

http://www.comscore.com/Insights/Blog/Putting_the_2013_U.S._Digital_Future_in_Focus

 

Carrier data also supposedly confirms US smartphone adoption exceeds 50% as of at least last fall.

http://gigaom.com/2012/08/13/carrier-data-confirms-it-half-of-us-now-owns-a-smartphone/

 

I think the chart the Economist printed might have been from a presentation made last May but didn't go that far in looking at it.


Clearly, you are not taking into account the rabbit-like increase in American birth rate.

post #30 of 46
Quote:
Originally Posted by Ex iPhone Owner View Post

Okay, I like this site and understand it's slanted toward Apple, but this is the first time I have seen it pretty much write and post an untruth.  Apple's 3.5% smartphone share gain was Android's loss in Q4" is an outright lie.  

 

If you read the actual report you will see that "android" did not lose 3.5%.  Blackberry and Windows OS contributed also to that 3.5%.  I am actually disgusted by this spin.

 

Quote:
Originally Posted by jragosta View Post

Do they have chimpanzees writing these headlines?

The headline reads "Apple's 3.5% smartphone share gain was Android's loss in Q4." However, when you read the story, Android was down 1.3%, Blackberry was down 1.9% and others were down slightly. So attributing the loss to Android is just plain wrong.

 

 

Headlines are often misleading. In fact, many reporters make it clear that they write the articles and not the headlines. Having said this, the headline here is SPOT ON. A cookie for the first between you two chimpanzees to figure it out.


Edited by ankleskater - 3/7/13 at 6:01am
post #31 of 46
Quote:
Originally Posted by Gatorguy View Post

Nielsen pegged it right at 50% last February. 

http://www.nielsen.com/us/en/newswire/2012/smartphones-account-for-half-of-all-mobile-phones-dominate-new-phone-purchases-in-the-us.html

 

Comscore agrees that US smartphone penetration surpassed 50% last year.

http://www.comscore.com/Insights/Blog/Putting_the_2013_U.S._Digital_Future_in_Focus

 

Carrier data also supposedly confirms US smartphone adoption exceeds 50% as of at least last fall.

http://gigaom.com/2012/08/13/carrier-data-confirms-it-half-of-us-now-owns-a-smartphone/

 

I think the chart the Economist printed might have been from a presentation made last May but didn't go that far in looking at it.

Nonsense.

 

This is typical of your posts. You seemingly look at the first couple of links that a Google search throws up and try to sound like you know the data or what you're talking about.

 

Look at the Dec 2012 update from KPCB, not the "presentation made last May". Here, let me help you (hint: p. 7): http://www.kpcb.com/insights/2012-internet-trends-update (albeit the data is for June 2012).

 

(Add: None of your links say anything otherwise. The Nielsen data is for 2011; the Comscore data says "it is reaching 50%" (not surpassing like you claim); the carrier data you point to only shows that ATT is higher than 50%; the KPCB data is the latest, and most comprehensive that I've seen, and that's the one that The Economist refers to).


Edited by anantksundaram - 3/6/13 at 5:30pm
post #32 of 46
You guys shouldn't trust these market share analyst surveys that much. They are not accurate to 10 to 15%. If you aggregate all the data, I'd say USA smartphone penetration is somewhere between 50 to 60% as of today, and it definitely passed 50% by the end of 2012.

I'm not sure why one would put KPCB above comScore or whoever. Don't take the numbers as exact. Reporting anything to the 3rd digit here is stupid, and the 2nd digit won't be that reliable.

And yes, the headline is inaccurate, but that's par for the course. The only to stop that is to stop clicking it or tapping it. Not sure what can be done really.
post #33 of 46

Nielson said it passed 50% in March 2012.

 

Comscore said it passed 50% in 2012.

 

The KPBC source said it was 48%.

 

 

You guys are picking nits.

 

The upshot is, about half of US subs are using a smartphone, within a few points either way.

 

Edit: THT beat me to it.

post #34 of 46
Originally Posted by ankleskater View Post
What if the iPad is lithium? After all, lithium was the last element made during the Big Bang! Say it ain't so!

 

Eh? And that means what? We're talking about stellar life cycles here. Stars end at iron in their cores.

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post #35 of 46

I read few days ago they made 40 millions of SIII alone up to now. Your number is greatly underestimated although I wish it would be true. 

You must also know Samsung IS making a substantial profits, so they are not giving away bulk of their phones if you consider the Galaxy is still cheaper than iPhone, don't they?

post #36 of 46
Quote:
Originally Posted by anantksundaram View Post

If you looked at the link, it says that the data is for 2012, so presumably that means all of 2012, close enough to January of this year.

 

The Economist is usually scrupulous about this sort of thing. It is the only publication anywhere in the world that I truly (nearly) wholly trust.

 

Even The Economist sometimes gets things badly wrong, like siding with climate change denial. BS detection when reading everything is called for.

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post #37 of 46
Quote:
Originally Posted by Tallest Skil View Post

Eh? And that means what? We're talking about stellar life cycles here. Stars end at iron in their cores.

Sort of. Then the star disappears in a supernova explosion (if the star is the right size) and the heavier elements are created.
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post #38 of 46
Quote:
Originally Posted by anantksundaram View Post

Of course you would be. (Even granting the point that it's poorly worded).

 

Have you, obversely, been elated these past few days when many stories on this site made some people ask whether they were reading AndrodInsider? Did you post about how happy you were?

 

Thought so....

You don't know me.  I will buy an iPhone again as soon as they make the screen bigger.  With my old eyes I don't want to have to put on readers every time I want to check email or look at a website.  Trust me, I will be first in line when Apple makes a phone that is at least the same size screen wise as the S3.

 

I want an Apple site that posts facts and truths; not some BS spin story.


Edited by Ex iPhone Owner - 3/7/13 at 7:06am
post #39 of 46
Quote:
Originally Posted by ankleskater View Post

 

 

 

Headlines are often misleading. In fact, many reporters make it clear that they write the articles and not the headlines. Having said this, the headline here is SPOT ON. A cookie for the first between you two chimpanzees to figure it out.

Android is not a smartphone...  It's a smartphone platform.  And the headline is specific about smartphones which there is no comparison when you look at the chart.  The phones included in that 3.5% gain were also Blackberry and Windows smartphone platforms.  You need to increase your reading comprehension.

post #40 of 46
Android v. iOS ... is over. Move on.
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