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Apple fell to 18% share of smartphone sales in Q1, Gartner says

post #1 of 98
Thread Starter 
While Apple increased its iPhone sales year over year, its share of the global smartphone market shrank to 18.2 percent in the first quarter, according to data from Gartner.

Gartner


Apple fell from its 22.5 percent share a year ago, the new figures released on Tuesday show. Meanwhile, Apple's chief rival Samsung increased its market share from 27.6 percent a year ago to 30.8 percent in the first quarter of 2013.

In fact, Apple was the only company among the top five smartphone vendors to see its share shrink. Third-place LG Electronics grew from 3.4 percent in 2012 to 4.8 percent in 2013, while Huawei Technologies grew to 4.4 percent, and ZTE took a 3.8 percent share.

Success seen by Android handset makers helped Google's mobile platform take a commanding 74.4 percent lion's share of the smartphone market. The iPhone is the only smartphone on which Apple's iOS is available, and so its second-place platform share of 18.2 percent was identical to its hardware market share.

"Apple is faced with the challenge of being increasingly dependent on the replacement market as its addressable market is capped," said Anshul Gupta, principal research analyst at Gartner. "The next two quarters will also be challenging, as there are no new products are expected to be coming before the third quarter of 2013."

In all, global smartphone sales grew from 147 million a year ago to 210 million in the first quarter of 2013. Smartphones accounted for 49.3 percent of all mobile phone sales worldwide, up from 34.8 percent in the first quarter of 2012.

?Feature phones users across the world are either finding their existing phones good enough or are waiting for smartphones prices to drop further, either way the prospect of longer replacement cycles is certainly not a good news for both vendors and carriers looking to move users forward,? Gupta said.
post #2 of 98
Just curious where Gartner gets their data from and how they know what the smartphone market is so they can assign share percentages? What company besides Apple provides quarterly shipment data?
post #3 of 98
I am so tired of these analysis, they are all cutting data to tell some story which they have no clue about. So now Apple will only sell to previous apple user since all others are too cheap or too stupid to buy an apple product.
post #4 of 98
Quote:
Originally Posted by Rogifan View Post

Just curious where Gartner gets their data from and how they know what the smartphone market is so they can assign share percentages? What company besides Apple provides quarterly shipment data?

of course, when we are not happy with the numbers lets question the source...

 

Fact is Apple is painting itseft into a niche corner just like it did in the 80's. This year is pretty much last chance for Apple to come out with multiple iphone models that adress the entire market. 

 

Apple was able to slow down its tablet market share freefall with the ipad mini, its needs to move asap on the phone side.


Edited by herbapou - 5/14/13 at 9:45am
post #5 of 98
Quote:
Originally Posted by herbapou View Post
Fact is Apple is painting itseft into a niche corner just like it did in the 80's. This is year is pretty much last chance for Apple to come out with multiple iphone models that adress the entire market. 

 

And the niche market is worth more than all others combined. It isn't market share driving profits. It is specialty. Think Neiman Marcus, Daimler-Benz, Chanel, LHMV and a few others. When executed well, operating in niche markets is very successful. There is not always a reason to be the largest, especially if you prevent any product line dependencies (I am not saying production lines) with other companies. 

post #6 of 98
Quote:
Originally Posted by herbapou View Post

of course, when we are not happy with the numbers lets question the source...

Fact is Apple is painting itseft into a niche corner just like it did in the 80's. This is year is pretty much last chance for Apple to come out with multiple iphone models that adress the entire market. 

Apple was Able to slow down its tablet market share freefall with the ipad mini, its needs to move asap on the phone side.
excuse me? This has nothing to do with whether I'm happy with the numbers. If Gartner said Apple had 75% market share I'd still question where they got their numbers from since no one outside Apple provides sales/shipment figures.

And how many times before have we heard its doom and gloom for Apple if they don't do X or Y. Before the iPad came out all the pundits an tech blog writers said Apple had to do a netbook, had to do a cheap laptop. They did the iPad instead. I don't think Apple's fortunes lie in a cheap phone for China and a 5" phone for geeks. I seriously hope they're working on bigger things than that.
post #7 of 98

Woo hoo - we cut our margins and increased our give aways and shipped more units that Apple, we win !!!

 

or - Apple's sales have slumped they are doomed, doomed I tell ya, unless they maintain the highest market share how can they possible demand the highest profit margins? 

 

or - Low stock of Apple's iPhone indicates the ramp up of the highly anticipated iPhone 6 with translucent case and internals and holographic display, 5G service, thought interface, and 2000 lumens projector built in. And one more thing - beyond anyone's wildest predictions the iPhone 6 will have an all new camera that can take a picture of itself !That's right, no more will you need to take a picture of the all new iPhone using last year's model, which doesn't do the new phone justice. Only the new iPhone 6 with holographic ThreeSixD (that is 360 Degree 3D) image capture will make every previous camera obsolete, just as soon as we get the new data center up and running...

post #8 of 98
Quote:
Originally Posted by Maestro64 View Post

I am so tired of these analysis, they are all cutting data to tell some story which they have no clue about. So now Apple will only sell to previous apple user since all others are too cheap or too stupid to buy an apple product.

It sounds like you know what's really going on in the smartphone industry. What did your research and analysis reveal?
post #9 of 98
Long time Apple supporter here from the beginning. I think Apple is alienating its customers. People today have a very low attention span, so when you wait 1 year to always update your phone marginally it leaves your competitors plenty of time to catch up as Samsung, LG and HTC have done. Many pros are ditching Apple as well from Video to Photography. We havent seen a Mac Pro update since 2009, we receive a crappy Final Cut Pro X that doesnt have backward compatibility and has many limiting factors such as Audio. I'm about ready to jump ship. On the touch screen side Apple has pretty much limited its touch screen capability to its iOS instead of OSX. While Microsoft has Windows 8 ( buggy ) but none the less it works.

It seems like forever since I was excited about something Apple has produced. All we keep hearing are about all these new amazing products that are coming in 2013. I'm waiting.
post #10 of 98
In Europe 2-3 years ago if i saw a smartphone, it was like 95 % apple Iphone.
Now its about 70% Samsung and 30% Apple in Germany.
In Luxembourg 40% Samsung and 60% iPhones.
The problem is, that more and more want to switch to bigger Screens :-(

I love my iPhone, but lets keep realistic!
They have to bring out some big news in the next months :-)
post #11 of 98
Quote:
Originally Posted by lilgto64 View Post

Woo hoo - we cut our margins and increased our give aways and shipped more units that Apple, we win !!!

That seems to get forgotten in all of these threads. Google and Amazon sell products with little to no profit - no doubt why Amazon has a coin initiative so they have a hope of turning a profit this year instead of a $39m loss like they did last year. Samsung's profitability is improving but their average selling price is still well below Apple's.

Samsung and Google are also commonly mentioned in the same sentence. Samsung looks to be gearing up to ditch Google and Android in favour of Tizen. As soon as they do, will the Android fans turn on them? It won't matter because in an instant, they'll wipe out about half of Google's sales share. One of the reasons given in favour of Tizen is hilarious:

http://www.phonesreview.co.uk/2013/04/24/tizen-the-newcomer-in-the-mobile-phone-os-arena/

"Tizen is designed to be similar to Android in terms of its key features, albeit with a more open source foundation"

Android isn't open enough! There's a test here, which rates Android at just 23% open:

http://www.pcworld.com/article/246140/is_android_open_not_so_much_study_finds.html

Walled garden with a shorter wall. We'll see what happens sometime this year:

http://www.sammobile.com/2013/05/03/gt-i8800-gt-i8805-first-tizen-devices-by-samsung/
post #12 of 98

deleted


Edited by MacRulez - 7/24/13 at 10:51am
post #13 of 98
Quote:
Originally Posted by TheDutch67 View Post

And the niche market is worth more than all others combined. It isn't market share driving profits. It is specialty. Think Neiman Marcus, Daimler-Benz, Chanel, LHMV and a few others. When executed well, operating in niche markets is very successful. There is not always a reason to be the largest, especially if you prevent any product line dependencies (I am not saying production lines) with other companies. 

iOS is not like those other luxury products. Chanel does not need to interact with an ecosystem. Apple needs a large user base because it makes no sense to build an entire cloud computing, app and developer platform for a select few users. That is exactly what happened to the Mac in the 80's. There just weren't enough graphic artists in the world to keep the Mac platform growing. iOS must be a mass market consumer electronic platform in order to survive.

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post #14 of 98

exactly mstone.

 

Time for more screen sizes, it isn't about price but that could help too with another iphone line.

post #15 of 98
Quote:
Originally Posted by pedromartins View Post

exactly mstone.

 

Time for more screen sizes, it isn't about price but that could help too with another iphone line.

The LTE iPad mini provides plenty of that screen size you want.

post #16 of 98
Quote:
Originally Posted by herbapou View Post

 

Fact is Apple is painting itseft into a niche corner just like it did in the 80's. This is year is pretty much last chance for Apple to come out with multiple iphone models that adress the entire market. 

 

Apple was Able to slow down its tablet market share freefall with the ipad mini, its needs to move asap on the phone side.

 

I think this is more that others are trying to force Apple out of the niche market. Apple has always been a niche market and from what I can tell, they are quite happy in that space, and know how to make huge amounts of money there. 

 

So why don't you and other stop trying to force Apple out of the niche market? 

post #17 of 98
Quote:
Originally Posted by Bob Carpenter View Post

Long time Apple supporter here from the beginning. I think Apple is alienating its customers. People today have a very low attention span, so when you wait 1 year to always update your phone marginally it leaves your competitors plenty of time to catch up as Samsung, LG and HTC have done. Many pros are ditching Apple as well from Video to Photography. We havent seen a Mac Pro update since 2009, we receive a crappy Final Cut Pro X that doesnt have backward compatibility and has many limiting factors such as Audio. I'm about ready to jump ship. On the touch screen side Apple has pretty much limited its touch screen capability to its iOS instead of OSX. While Microsoft has Windows 8 ( buggy ) but none the less it works.

It seems like forever since I was excited about something Apple has produced. All we keep hearing are about all these new amazing products that are coming in 2013. I'm waiting.

 

I'm not alienated. In fact, I'm excited to upgrade to the 5s. I wonder if all those people who stand in lines for hours feel alienated? 

post #18 of 98
Quote:
Originally Posted by pedromartins View Post

exactly mstone.

 

Time for more screen sizes, it isn't about price but that could help too with another iphone line.

Yes - I have warmed to your idea of a larger screened iDevice as the primary mobile device of the future, replacing the iPhone. I think calling it an iPhone will be misplaced as I wonder if the primary purpose of the iPhone is / will be, as a phone. I have finally seen people using the larger Samsungs in the wild and though I still find it very large it no longer looks ridiculous. At the moment the iPhone sits well in my back pocket and I wonder if a larger device would easily get damaged (an iPhone replacement needs to be pocketable). Cue the flexible device that can take the shape of an average arse. Bent makes sense.

post #19 of 98

Another bit of data idiocy.... these Gartner guys don't even seem to be able to tell the difference between "sales" (table heading) and "shipments" (column headings).

 

Pity the fools who pay for this kind of data fluff.

 

Btw, 18% of shipments -- assuming the number is believable -- is a pretty darn good number, considering that only 10% of the Android phones -- assuming the number is believable -- are comparable to Apple's iPhone.

post #20 of 98

It's a simple chart to understand. Samsung is simply flooding the market with a bunch of cheap "smartphones." This is the same way Microsoft conquered the desktop world. Allow any hardware manufacturer to licensed their software no matter how crappy the hardware was. Samsung has taken it a step further by being the major Android distributor but they still are selling all kinds of knock-off phones that aren't necessarily that smart.

post #21 of 98

deleted


Edited by MacRulez - 7/24/13 at 10:56am
post #22 of 98
Could have sworn there was an article just a couple weeks ago saying Apple's iphone share INCREASED to 39% last quarter.
post #23 of 98
Quote:
Originally Posted by TheDutch67 View Post

 

And the niche market is worth more than all others combined. It isn't market share driving profits. It is specialty. Think Neiman Marcus, Daimler-Benz, Chanel, LHMV and a few others. When executed well, operating in niche markets is very successful. There is not always a reason to be the largest, especially if you prevent any product line dependencies (I am not saying production lines) with other companies. 

 

Computer business is not the car business. You must maintain critical mass to keep the ecosystem going on. IF Apple gets to low it will start losing its devs.

 

Quote:
Originally Posted by Richard Getz View Post

 

I think this is more that others are trying to force Apple out of the niche market. Apple has always been a niche market and from what I can tell, they are quite happy in that space, and know how to make huge amounts of money there. 

 

So why don't you and other stop trying to force Apple out of the niche market? 

 

The only niche market Apple ever had is the PC business.  ipod, iphones and ipads are not niche markets at all. But the iphone business is on its way there.  Getting most of the profit in a market is a double edge sword, Apple better deliver top of the line innovation to justify it or its just overpricing. Apple sales could go down the toilet in a heartbeat if customers start feeling they are not getting what they deserved.


Edited by herbapou - 5/14/13 at 10:01am
post #24 of 98
Quote:
Originally Posted by mikejsmith6852 View Post

Could have sworn there was an article just a couple weeks ago saying Apple's iphone share INCREASED to 39% last quarter.

World wide vs. US data can be different. Not everyone can afford a $650 phone like the US.

 

Apple's cheapest phone, the iPhone 4 is still $400 and comes with the stigma of being 3 year old. In places like China, that is a major mental barrier. People want to to buy the latest stuffs, not something released almost 3 years ago. And the price is not too favorable either. A similarly-spec'd Android can be had for $250, and it was released this year. That issue of "the latest" is what Apple must address.

post #25 of 98
Quote:
Originally Posted by mikejsmith6852 View Post

Could have sworn there was an article just a couple weeks ago saying Apple's iphone share INCREASED to 39% last quarter.

 

YoY growth for iphones sales is around 20% in a market that has 55% growth

YoY growth for ipads is around 40% in a market that has 110% growth.

 

This is why Apple is getting market share lost.

 

And the drop on margins gave a lower YoY EPS despite the sales increase.  imo this is not a bad thing, Apple margins are too high anyway, but it needs to compesate with bigger volume to keep its YoY EPS.

post #26 of 98
Quote:
Originally Posted by Bob Carpenter View Post

Long time Apple supporter here from the beginning. I think Apple is alienating its customers. People today have a very low attention span, so when you wait 1 year to always update your phone marginally it leaves your competitors plenty of time to catch up as Samsung, LG and HTC have done. Many pros are ditching Apple as well from Video to Photography. We havent seen a Mac Pro update since 2009, we receive a crappy Final Cut Pro X that doesnt have backward compatibility and has many limiting factors such as Audio. I'm about ready to jump ship. On the touch screen side Apple has pretty much limited its touch screen capability to its iOS instead of OSX. While Microsoft has Windows 8 ( buggy ) but none the less it works.

It seems like forever since I was excited about something Apple has produced. All we keep hearing are about all these new amazing products that are coming in 2013. I'm waiting.

 

Same here. I've sunk close to $100,000 into Apple products in the past 15 years, professional and personal. As a professional, I'm disheartened by Apple's complete lack of attention to the sector. I can't care less about Mac OS X being touch screen (did Wacom address that sector?) but I can understand if someone want it.

 

About the personal markets, iOS has not felt "fresh" for years. The iPad carried the same UI from the iPhone. It works, but it's feeling limited as iPad has a much larger screen and much more power. The iPhone 4 was the last true revolutionary production with its Retina screen. Now only if Apple makes it substantially bigger than 3.5" (no, 4" doesn't count as "substantially larger").

 

Apple's stubborn refusal to listen to the market is biting it back in the ass. They did that to the pro market, now they are doing the same to the personal market. I'm not sure how much of that can be traced to Scott Forstall and his allegedly iron-fist handle of iOS development. But change is much needed at Apple.

post #27 of 98
Quote:
Originally Posted by Bob Carpenter View Post

Long time Apple supporter here from the beginning. I think Apple is alienating its customers. People today have a very low attention span, so when you wait 1 year to always update your phone marginally it leaves your competitors plenty of time to catch up as Samsung, LG and HTC have done. Many pros are ditching Apple as well from Video to Photography. We havent seen a Mac Pro update since 2009, we receive a crappy Final Cut Pro X that doesnt have backward compatibility and has many limiting factors such as Audio. I'm about ready to jump ship. On the touch screen side Apple has pretty much limited its touch screen capability to its iOS instead of OSX. While Microsoft has Windows 8 ( buggy ) but none the less it works.

It seems like forever since I was excited about something Apple has produced. All we keep hearing are about all these new amazing products that are coming in 2013. I'm waiting.

 

You have interesting points.  I am hoping Apple will at some point merge iOS with OS-X.  iOS came from OS-X anyway.  We will see how it goes with the new leadership on the software side. iOS is in a bad need of a complete revamp with Android leaping over it in terms of innovation.

 

On the hardware side, the macpro is a major letdown indeed.

post #28 of 98
Quote:
Originally Posted by MacRulez View Post
No doubt your analytics firm is infinitely more successful than "idiots" like Gartner, but kindly tell us:  for the period covered, what do you imagine is the difference between "sales" and "shipments", and what is the source for your data?

Hey, watch it with your nonsense. 

 

I said "data idiocy" with regard to the manner in which the data are presented, and did not call Gartner "idiots."

 

As to difference between 'sales' and 'shipments', there is little point in going over it again since it has been discussed ad nauseam here (Hint: channel inventory). And source of my data? Only Apple provides the data to calculate shipment share, so how the heck would I (or you or Gartner) know? Why don't you Fandroids tell us how a methodology that conflates actuals (Apple) with estimates (all others) makes any sense whatsoever?

 

(Perhaps I should just chalk it up to your lack of ability to read and process basic information).

post #29 of 98

Where did Gartner get 38.3 million iPhones shipped?  Didn't Apple report 37.4 million sales?

post #30 of 98
Quote:
Originally Posted by herbapou View Post
 iOS is in a bad need of a complete revamp with Android leaping over it in terms of innovation.

Then why don't you just stop whining and switch, and spare us your wisdom.

 

You can wander off to one of those Android sites too, for all we care..... (I am sure there must be some; don't know which, if any, to recommend).

post #31 of 98
Quote:
Originally Posted by anantksundaram View Post

 

As to difference between 'sales' and 'shipments', there is little point in going over it again since it has been discussed ad nauseam here (Hint: channel inventory). 

I'm not sure you saw Apple's reply to my question on how they arrived at channel inventory numbers.

http://forums.appleinsider.com/t/157459/googles-android-on-59-5-of-all-smart-mobile-devices-shipped-in-q1-apple-at-19-3/80#post_2326160

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post #32 of 98
Quote:
Originally Posted by Gatorguy View Post

Quote:
Originally Posted by anantksundaram View Post

 

As to difference between 'sales' and 'shipments', there is little point in going over it again since it has been discussed ad nauseam here (Hint: channel inventory). 

I'm not sure you saw Apple's reply to my question on how they arrived at channel inventory numbers.

http://forums.appleinsider.com/t/157459/googles-android-on-59-5-of-all-smart-mobile-devices-shipped-in-q1-apple-at-19-3/80#post_2326160

I commend you on that post, and thank you for the link. We all can (and will) certainly read into Apple's response what we wish to.

 

Just curious: do you think you might ask Samsung IR why they don't report shipment volumes or discuss channel inventory? Here's the link I got from their IR page: https://contactus.samsung.com/customer/contactus/formmail/mail/MailQuestionGeneral.jsp?SITE_ID=76&PROD_ID=2088

post #33 of 98
Quote:
Originally Posted by Bob Carpenter View Post

Long time Apple supporter here from the beginning. I think Apple is alienating its customers. People today have a very low attention span, so when you wait 1 year to always update your phone marginally it leaves your competitors plenty of time to catch up as Samsung, LG and HTC have done. Many pros are ditching Apple as well from Video to Photography. We havent seen a Mac Pro update since 2009, we receive a crappy Final Cut Pro X that doesnt have backward compatibility and has many limiting factors such as Audio. I'm about ready to jump ship. On the touch screen side Apple has pretty much limited its touch screen capability to its iOS instead of OSX. While Microsoft has Windows 8 ( buggy ) but none the less it works.

It seems like forever since I was excited about something Apple has produced. All we keep hearing are about all these new amazing products that are coming in 2013. I'm waiting.

I will agree that you seem to have a very low attention span.

Myself, I have better things to do than wait for Apple's next thing. Did you see those Nazca-like lines that were found in South Africa via Google Maps? What's the story there?
post #34 of 98
Quote:
Originally Posted by Bob Carpenter View Post

Long time Apple supporter here from the beginning. I think Apple is alienating its customers. People today have a very low attention span, so when you wait 1 year to always update your phone marginally it leaves your competitors plenty of time to catch up as Samsung, LG and HTC have done. Many pros are ditching Apple as well from Video to Photography. We havent seen a Mac Pro update since 2009, we receive a crappy Final Cut Pro X that doesnt have backward compatibility and has many limiting factors such as Audio. I'm about ready to jump ship. On the touch screen side Apple has pretty much limited its touch screen capability to its iOS instead of OSX. While Microsoft has Windows 8 ( buggy ) but none the less it works.

It seems like forever since I was excited about something Apple has produced. All we keep hearing are about all these new amazing products that are coming in 2013. I'm waiting.

 

First, whenever someone opens with "longtime Apple supporter here" I know they're about to disparage Apple history/strategy pretty thoroughly.

 

Second, when the post turns out to contain literally every familiar, negative 'talking point' -- presented in almost the exact same order! -- as I've seen rolled into a few dozen other posts on AI comment threads recently, I start to detect a pattern of premeditation. Seriously. 

 

I watch this in the political sphere as well. RNC puts out a list of anti-Obama talking points, which then make the rounds as "opinion" on the Sunday talk show circuit, and THOSE quotes are picked up by the 'news outlets' as crazily consistent headlines (even though they're quoting different people, it all ends up being the same meme).

 

Back to here: the same kind of background noise, based on a consistent "list" of talking points: The competition is 'catching up', Apple is alienating customers, losing mindshare, no Mac Pro in years, the "Final Cut X fiasco", no 'touch capability' in OSX (cue WIndows comparison)… make sure you use certain adjectives and descriptives: narrow, limited, crappy, ditching Apple, limiting, unexciting...

 

And then the big fail finish: "Apple just hasn't been EXCITING for a long time"...

 

I almost expect them to cue Samsung Ad copy:  SAMSUNG has the MOST EXCITING products available today!

 

 

Either you are paid to be posting here, or you have drunk the Glenn Beck-styled koolaid from the paid-PR 'news' cycle… 

 

Whether or not Apple has lost a couple of points of global market share is almost immaterial. Their products remain hugely in demand, margins (even adjusted) still above the competition by multiples, and their product mix, although appearing "limited" to some, actually satisfies any real needs people have in computing/telephony, etc...

 

When the hype and gimmicks have faded, Apple still stands as the most used, the highest quality, and the most consistent across the board… I find that pretty exciting myself...

post #35 of 98
Again, Only Apple has release numbers. Other vendors "confirm" their numbers with a wink.
post #36 of 98
Quote:
Originally Posted by mstone View Post

iOS is not like those other luxury products. Chanel does not need to interact with an ecosystem. Apple needs a large user base because it makes no sense to build an entire cloud computing, app and developer platform for a select few users. That is exactly what happened to the Mac in the 80's. There just weren't enough graphic artists in the world to keep the Mac platform growing. iOS must be a mass market consumer electronic platform in order to survive.

A huge market that was served by the original Macintosh, was the financial market. Accountants, stock traders mostly used Macs and later on the initial Powerbooks. It wasn't immediately the choice for graphic artists.

 

And an ecosystem is only important if your users have the money to spend on it. This is exactly why Android lags in comparison by iOS even that they have a much larger market share. If your users do not have to money to spend, an ecosystem isn't an absolute necessity. Heck, Android is used in many countries on phones where there is no centralized store available or doesn't have a strong 3G coverage, still using 2.5G coverage. Apps are pre-installed in those countries and the phones behave more like feature phones then smart phones.

post #37 of 98
Quote:
Originally Posted by herbapou View Post

You have interesting points.  I am hoping Apple will at some point merge iOS with OS-X.  iOS came from OS-X anyway.  We will see how it goes with the new leadership on the software side. iOS is in a bad need of a complete revamp with Android leaping over it in terms of innovation.

On the hardware side, the macpro is a major letdown indeed.

OS X will never merge with iOS.
post #38 of 98
Quote:
Originally Posted by Teamracer View Post

In Europe 2-3 years ago if i saw a smartphone, it was like 95 % apple Iphone.
Now its about 70% Samsung and 30% Apple in Germany.
In Luxembourg 40% Samsung and 60% iPhones.
The problem is, that more and more want to switch to bigger Screens :-(

I love my iPhone, but lets keep realistic!
They have to bring out some big news in the next months :-)

 

Sounds like 'selective observation' to me.

 

No question, Samsung has been selling well to the lower end market, using designs that mostly copy what Apple initiated back in '07 with the release of iPhone… But your subjective 70-30 and 60-40 projections don't necessarily reflect real sales numbers, nor do they compare meaningfully. Comparing iPhone to EVERYTHING Samsung makes is silly. That's like comparing cheaper compact class cars in your sales comparisons to Benz E-class sales, and declaring that Ford is "winning" since they sell more of them...

 

And you're dead wrong about "more and more" wanting to switch to bigger screens. For all the phablet noise, it turns out that the larger screen phones aren't selling nearly as well as they hype will lead you to believe. Recent reports show they still occupy only a tiny niche in the low single digits...

 

I think that in fact people feel kind of silly holding a huge slab up against the side of their head. Let's hope Apple does NOT go there.

post #39 of 98
Quote:
Originally Posted by Bob Carpenter View Post

Long time Apple supporter here from the beginning. I think Apple is alienating its customers. People today have a very low attention span, so when you wait 1 year to always update your phone marginally it leaves your competitors plenty of time to catch up as Samsung, LG and HTC have done.

How often do you update your phone?
post #40 of 98

deleted


Edited by MacRulez - 7/24/13 at 10:52am
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