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Apple's iPhone 5s remains 'by far the top selling smartphone'

post #1 of 82
Thread Starter 
Apple continues to dominate smartphone sales with their flagship iPhone 5s and mid-range iPhone 5c as the handsets took two of the top three sales slots at every major U.S. wireless carrier for the third month in a row.

Q4 Smartphone Sales
Source: Canaccord Genuity


The Cupertino, Calif.-based company remained America's top smartphone vendor in November on the back of 'strong' iPhone 5s sales and 'steady' iPhone 5c sales, according to data cited by Canaccord Genuity analyst T. Michael Walkley in a Thursday note to investors. Samsung notched a second-place finish in an industry that has seen major sales consolidation throughout the fourth quarter.

Before the iPhone 5s and 5c's release, Apple, Samsung, HTC, Nokia, Sony, and Motorola all had handsets enjoying top-three sales at at least one of America's big four carriers. Apple's September announcement pushed all but Samsung out of the picture and relegated the South Korean conglomerate's Galaxy S4 to the runner-up position across the board.

Apple has maintained a significant edge outside of the U.S. as well, even before the long-anticipated launch of the company's devices on China Mobile, the world's largest wireless carrier. The iPhone 5s was "by far the top selling smartphone...at most channels where the smartphone launched globally," Walkley notes.

The sales data also points to a strong showing for Apple's iPad in November. Canaccord's surveys "indicated strong Black Friday weekend iPad Air and new iPad mini sales...essentially at all channels where the iPads were available," a finding corroborated by previous analytics data that showed a boost of more than 50 percent for the new 9.7-inch tablet.

Walkley raised the bank's price target on Apple shares from $580 to $600 and revised shipment estimates for the iPhone upward to 54 million units in the first quarter of the company's 2014 fiscal year and 186 million units for the entire year.
post #2 of 82
I'm a little surprised to see the 5C making it to the number spot at all — even though I do see the 5C often — since it's not something I'd expect people to run out to get like with both the flagship devices from Apple and Samsung. In any case the iPhone 5C does not look like a failure.

Clearly I can't prove this but I bet if you broke down the unit sales by capacity the iPhone 5S would take all 4 top spots, but good on Samsung because number two is still number two (, or rather number one Android phone).

"The real haunted empire?  It's the New York Times." ~SockRolid

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

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"The real haunted empire?  It's the New York Times." ~SockRolid

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

Reply
post #3 of 82
Finally bit the smartphone bullet and bought 4, count 'em, 4 iPhones this year for the fan. Okay, it's a survey of sample size 1, but I wonder how many other people have been brought past the inflection point by the 5s. (And T-Mo. Not an employee but an admitted fan, given their recent disruptive moves.)
post #4 of 82
BTW, if your credit is good enough to qualify you at AT&T and Verizon, it'll be good enough to qualify you for an installment plan with T-Mo. Which means the device costs you put down for T-Mo are not comparable to the numbers you put down for the other carriers.
post #5 of 82

Remembering two things:

 

1. This is US only.

 

2. We don't know the numbers. 5s to S4 could be 2 to 1 for all we know... or it could be 1.1 to 1. Same for the 5c. It would be nice to see some actual numbers.

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post #6 of 82
Originally Posted by SolipsismX View Post
…good on Samsung because number two is still number two

 

I’ve always felt that Samsung was number two.

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
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Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
Reply
post #7 of 82
Quote:
Originally Posted by Tallest Skil View Post
 

 

I’ve always felt that Samsung was number two.

 

That had a much different meaning to me when I was three years old.

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post #8 of 82
Quote:
Originally Posted by island hermit View Post

 

1. This is US only.

 

 

" as the handsets took two of the top three sales slots at every major U.S. wireless carrier for the third month in a row"

 

Yep. That was a really subtle clue.

post #9 of 82
Quote:
Originally Posted by island hermit View Post

Remembering two things:

1. This is US only.

2. We don't know the numbers. 5s to S4 could be 2 to 1 for all we know... or it could be 1.1 to 1. Same for the 5c. It would be nice to see some actual numbers.

Just make up some numbers. Samsung S4: extrapolate to 40 million! Winner!

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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post #10 of 82
Quote:
Originally Posted by piot View Post
 

 

" as the handsets took two of the top three sales slots at every major U.S. wireless carrier for the third month in a row"

 

Yep. That was a really subtle clue.

 

it said the same thing the last time the Canaccord numbers were up and the numbers were treated by a few as if they were worldwide. Just thought I'd see if that type of nonsense could be avoided this time.

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post #11 of 82
Where's the Moto X? You'd think with all the free advertising it's getting on tech sites it would be in the top three.
post #12 of 82

There seems no doubt the iPhone rules the US market in a big way.  AI has had many, many article reiterating this fact.

 

One should not extrapolate from this success to the rest of the world, however:

 

http://thenextweb.com/insider/2013/12/02/report-new-iphones-boost-apples-market-share-except-in-europe-where-windows-phone-gains-ground/#!pK09K

post #13 of 82
Why do Americans buy an Asia phone?
post #14 of 82
Originally Posted by cnocbui View Post

One should not extrapolate from this success to the rest of the world, however:

 

So the rest of the planet has no taste and supports thieves. Big deal.

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
Reply

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
Reply
post #15 of 82
I don't get it. iPhone sales seem to be rising and the news media makes it seem like by quite a bit and yet Apple's share price barely moves while Amazon, Google and Netflix are going up daily and there's less enthusiastic talk about any of them. What's the problem with Apple, anyway, considering buybacks and dividends. I guess it's the old Tim Cook curse holding down Apple's share price. If this is going to be an iPad Christmas one would figure that would also help boost Apple's share price. If Apple is selling far more iPhone 5s models than the cheaper 5c model, I'd think that would be a huge plus in Apple's favor, but it doesn't appear to be helping at all.
post #16 of 82
Quote:
Originally Posted by MacHarry de View Post

Why do Americans buy an Asia phone?

You could then also ask: Why do Asians buy an America phone?

The truth is marketing works and the S4 is one of the best Android-based smartphones on the market.

"The real haunted empire?  It's the New York Times." ~SockRolid

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

Reply

"The real haunted empire?  It's the New York Times." ~SockRolid

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

Reply
post #17 of 82
Quote:
Originally Posted by cnocbui View Post
 

There seems no doubt the iPhone rules the US market in a big way.  AI has had many, many article reiterating this fact.

 

One should not extrapolate from this success to the rest of the world, however:

 

 
Once again the article is talking hardware sales and your troll is about operating systems. Just shut up, okay. Apple is doing well in the rest of the world too, no matter how you want to spin it.
post #18 of 82
Quote:
Originally Posted by Constable Odo View Post

I don't get it. iPhone sales seem to be rising and the news media makes it seem like by quite a bit and yet Apple's share price barely moves while Amazon, Google and Netflix are going up daily and there's less enthusiastic talk about any of them. What's the problem with Apple, anyway, considering buybacks and dividends. I guess it's the old Tim Cook curse holding down Apple's share price. If this is going to be an iPad Christmas one would figure that would also help boost Apple's share price. If Apple is selling far more iPhone 5s models than the cheaper 5c model, I'd think that would be a huge plus in Apple's favor, but it doesn't appear to be helping at all.
Geez just sell your Apple stock and be done with the company already. And if you have sold your stock then why do you care?
post #19 of 82
It's a shame to see these numbers so high. I was hoping the 5S would have mediocre sales so Apple would have more incentive to finally release a 5" phone! I would love to be using an iPhone right now, but I refuse to use something with screen technology stuck in 2011. It's why I went with a Nexus 5 after owning a 3G, 4, and 4S....
post #20 of 82

 

Hi! I'm Randall from AT&T. We have a new option for our customers, the "ScrewU Plan". It works like this:

 

You pay full price for a locked phone.

 

We still charge you the same monthly fee as when your phone was subsidized, and force you to commit to a two year contract.

 

You can roll over your minutes but not your data.

 

If you pay for unlimited data, 'unlimited' = two Netflix movies and eight YouTube cat videos. Above that, we slow you to AOL dialup speed.

 

We'll sell you a mini-cell tower that connects to and uses the internet you pay for separately, for an additional monthly fee, so you can get phone service where we don't have any.

 

If you ever want a new phone, you pay full price again for a locked phone, then we'll think about unlocking the old one...

post #21 of 82
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post #22 of 82
Quote:
Originally Posted by glancingaft View Post

It's a shame to see these numbers so high. I was hoping the 5S would have mediocre sales so Apple would have more incentive to finally release a 5" phone! I would love to be using an iPhone right now, but I refuse to use something with screen technology stuck in 2011. It's why I went with a Nexus 5 after owning a 3G, 4, and 4S....

The diagonal length of a display is now considered a "screen technology"? 1rolleyes.gif1oyvey.gif

"The real haunted empire?  It's the New York Times." ~SockRolid

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

Reply

"The real haunted empire?  It's the New York Times." ~SockRolid

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

Reply
post #23 of 82
Quote:
Originally Posted by SolipsismX View Post


The diagonal length of a display is now considered a "screen technology"? 1rolleyes.gif1oyvey.gif


Yes, the technology necessary to mass produce large screens in a cost effective way that would still make share holders happy. It's pretty clear with the release of the 5S Apple was more concerned about share values than pushing technology advancement.

post #24 of 82
Quote:
Originally Posted by cnocbui View Post

There seems no doubt the iPhone rules the US market in a big way.  AI has had many, many article reiterating this fact.



 



One should not extrapolate from this success to the rest of the world, however:



 





http://thenextweb.com/insider/2013/12/02/report-new-iphones-boost-apples-market-share-except-in-europe-where-windows-phone-gains-ground/#!pK09K


 




I think we are also missing that this is based on "handsets sold" versus "platform in use." So quite a few countries show about 2x more Android Devices sold. Well, that's a lot of different manufacturers and even some devices used to play pirated videos are showing up in the tablet category.

So even in Germany, the iPhone might be the #1 device sold but iOS only about 20% of the smart phone platforms in use. All numbers and stats need context!
post #25 of 82
Wow! He doubled down on claiming the diagonal length of a display is a screen technology.

"The real haunted empire?  It's the New York Times." ~SockRolid

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

Reply

"The real haunted empire?  It's the New York Times." ~SockRolid

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

Reply
post #26 of 82
Originally Posted by glancingaft View Post
It's a shame to see these numbers so high. I was hoping the 5S would have mediocre sales so Apple would have more incentive to finally release a 5" phone! I would love to be using an iPhone right now, but I refuse to use something with screen technology stuck in 2011. It's why I went with a Nexus 5 after owning a 3G, 4, and 4S....

 

So basically you’re psychotic. Shut up and go away.

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
Reply

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
Reply
post #27 of 82

Whine all you want about wordsmithing but Apple has seriously missed the boat when it has come to screen size "technology" with smartphones. They have fallen behind the competition and my hope is that sales from the masses would show this. However it seems the average US consumer still is not aware of the advantages of a larger screen. Shame really because after just a few weeks with a 5" phone I will never be able to go back to anything smaller. And being that I am a huge Apple fan (Own/Owned 3 Macs, 3 iPhones, 2 Apple TVs, 5 iPods, and 2 iPads) I would gladly buy another iPhone again, it just needs to have a modern screen.

post #28 of 82
Quote:
Originally Posted by Tallest Skil View Post

 

So basically you’re psychotic. Shut up and go away.

 



Wow, been reading this site for 5 years, finally decide to post and this is the warm welcome I get....

I love people who hide behind a keyboard!
post #29 of 82
Quote:
Originally Posted by Tallest Skil View Post
 

 

So the rest of the planet has no taste and supports thieves. Big deal.

 

I think it has more to do with the perceived affordability.  People in the US can more readily afford an iPhone than just about anywhere else because the cost of an iPhone as a proportion of your earnings is less:  http://www.mobileunlocked.com/iphoneprices.asp?an=af&aid=227419

 

For you, an iPhone 5s costs 1.15% of your per capita GDP, whereas for me it would cost 2.35% - about double.  For many European countries an iPhone 5s is 3, 4 or 5+ % of per capita GDP.

 

So it might not be a matter of taste so much as affordability

 

If you look at that article, an iPhone is over 9% in China so affording one would be a significant financial hurdle for the vast majority of the population.

 

I think iPhones are too expensive, which is the principle reason I haven't bought one.    Say I wanted a swish new phone - I could buy an iPhone 5s 32 Gb unlocked from Amazon for $1,180.21 or I could get an HTC One 32 Gb from Amazon for $709.

 

I would get the HTC, the 5s is just rotten value at $472 more expensive.

post #30 of 82
Quote:
Originally Posted by cnocbui View Post

I think it has more to do with the perceived affordability.  People in the US can more readily afford an iPhone than just about anywhere else because the cost of an iPhone as a proportion of your earnings is less:  http://www.mobileunlocked.com/iphoneprices.asp?an=af&aid=227419

For you, an iPhone 5s costs 1.15% of your per capita GDP, whereas for me it would cost 2.35% - about double.  For many European countries an iPhone 5s is 3, 4 or 5+ % of per capita GDP.

So it might not be a matter of taste so much as affordability

If you look at that article, an iPhone is over 9% in China so affording one would be a significant financial hurdle for the vast majority of the population.

I think iPhones are too expensive, which is the principle reason I haven't bought one.    Say I wanted a swish new phone - I could buy an iPhone 5s 32 Gb unlocked from Amazon for $1,180.21 or I could get an HTC One 32 Gb from Amazon for $709.

I would get the HTC, the 5s is just rotten value at $472 more expensive.

1) Yes, the percentages of buyers in the US can afford an iPhone more easily than in China, but there about 4x more people in China which means there are still a lot of people in China that can afford an iPhone. So much so that I wouldn't be surprised if their fiscal Q2 is higher than Q1 in iPhone unit sales for 2014 (assuming China Mobile indeed starts selling the iPhone shortly).

2) I think the subsidization plays a huge role in the US. If it didn't exist I would bet the iPhone's dominance would be less.

"The real haunted empire?  It's the New York Times." ~SockRolid

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

Reply

"The real haunted empire?  It's the New York Times." ~SockRolid

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

Reply
post #31 of 82
Quote:
Originally Posted by glancingaft View Post

Wow, been reading this site for 5 years, finally decide to post and this is the warm welcome I get....

I love people who hide behind a keyboard!

1) You claim that the length of a display is a technology.

2) You came here saying you wished sales were shitty.

3) You then made a point to tell us how you've owned all sorts of Apple products and you're a huge fan of their products.

4) You claim that you gave up years with an invested ecosystem without any consideration for variances in usability as if all other things are equal and that the only thing that should matter to anyone is display size "technology."

It's really hard to believe you're been reading this forum for years.

"The real haunted empire?  It's the New York Times." ~SockRolid

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

Reply

"The real haunted empire?  It's the New York Times." ~SockRolid

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

Reply
post #32 of 82
Quote:
Originally Posted by lkrupp View Post
Once again the article is talking hardware sales and your troll is about operating systems. Just shut up, okay. Apple is doing well in the rest of the world too, no matter how you want to spin it.


My reading of the original article is that they are talking about sales of phones exclusively, so even though the chart mentions OS, I believe they are talking phones running the OS and not other devices.

post #33 of 82
Quote:
Originally Posted by SolipsismX View Post


1) You claim that the length of a display is a technology.

2) You came here saying you wished sales were shitty.

3) You then made a point to tell us how you've owned all sorts of Apple products and you're a huge fan of their products.

4) You claim that you gave up years with an invested ecosystem without any consideration for variances in usability as if all other things are equal and that the only thing that should matter to anyone is display size "technology."

It's really hard to believe you're been reading this forum for years.

 

1) I apologize, I do not work in the technology field so I used the wrong word when I spoke about screen size being a technology. However, as a consumer I have a wright to my opinions.

 

2) Yes, I do wish sales were lower, as a monopoly is never a good thing for consumers and Apple is clearly showing this with their lack of hardware and software innovation.

 

3) It took me less than an afternoon to access all of my apple ecosystem with my Nexus 5. with smooth sync I have access to iCloud (Contacts, Calendar, email). With Dropbox and automator setup I am dropping all my pictures into iPhoto without any hitches. I have Airplay working (sort of).

4) You are right though, I was wrong I have not been following the site for 5 years. Doing a quick gmail search I found the first email I sent to a friend. It was in 2005 and in reference to this article, http://www.appleinsider.com/article.php?id=1304


Edited by glancingaft - 12/12/13 at 11:03am
post #34 of 82
Quote:
Originally Posted by glancingaft View Post

1) I apologize, I do not work in the technology field so I used the wrong word when I spoke about screen size being a technology. However, as a consumer I have a wright to my opinions. And yes, I do wish sales were lower, as a monopoly is never a good thing for consumers and Apple is clearly showing this with their lack of hardware and software innovation.

1) Apple has no smartphone or handset monopoly.

2) Lack of SW and HW innovation? Seriously?! Besides making custom built ARM chips, they are the first handset vendor to use 64-bit ARM chips, and to convert their entire OS to 64-bit and have their IDE updated to allow 3rd-party app developers to do the same. They also implement many unique features on their custom SoCs, including a 4MB RAM cache and "secure enclave" that is pinnacle to the success of their other advancement with TouchID. And that's only the most well known innovations with the 5S. Can't innovate my ass!
Edited by SolipsismX - 12/12/13 at 11:05am

"The real haunted empire?  It's the New York Times." ~SockRolid

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

Reply

"The real haunted empire?  It's the New York Times." ~SockRolid

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

Reply
post #35 of 82
Quote:
Originally Posted by island hermit View Post
 

Remembering two things:

 

1. This is US only.

 

2. We don't know the numbers. 5s to S4 could be 2 to 1 for all we know... or it could be 1.1 to 1. Same for the 5c. It would be nice to see some actual numbers.

 

It's probably not close at all. If the models were selling approximately the same it would probably be safe to expect the Samsung phone to take the top spot for at least one carrier (the same for the 5c topping Samsung once). The fact that the phones were in the same order for each of the carriers indicates to me that the models on top are selling many more than the model below it

post #36 of 82
Quote:
Originally Posted by glancingaft View Post

Wow, been reading this site for 5 years

 

I guess all those discussions about weasel language and trolling behavior must have flown right past you, then.

 

(Oh, and by the way... welcome¡)

Booga: "Elon Musk goes for the stars, [Ballmer] installs Windows on a basketball team's computers.  Sounds about right."
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Booga: "Elon Musk goes for the stars, [Ballmer] installs Windows on a basketball team's computers.  Sounds about right."
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post #37 of 82
Quote:
Originally Posted by SolipsismX View Post

1) You claim that the length of a display is a technology.

2) You came here saying you wished sales were shitty.

3) You then made a point to tell us how you've owned all sorts of Apple products and you're a huge fan of their products.

4) You claim that you gave up years with an invested ecosystem without any consideration for variances in usability as if all other things are equal and that the only thing that should matter to anyone is display size "technology."

It's really hard to believe you're been reading this forum for years.
I never get the point of people beginning a post with how long they've been an Apple user or how many Apple products they own. Is that supposed to suggest they are more knowledgeable or they're a better fan? And what does screen size have to do with display technology? A bigger screen in and of itself is not innovation. And clearly it seems iPhone owners care about more than just the size of the display.
post #38 of 82
Quote:
Originally Posted by glancingaft View Post

2) Yes, I do wish sales were lower, as a monopoly is never a good thing for consumers and Apple is clearly showing this with their lack of hardware and software innovation.

Nah, you've just outed yourself as a troll. On someone who's not too bright just parroting the tech media memes about Apple and lack of innovation. How exactly are 64-bit A7 chips and Touch ID lack of innovation? How is packing 64-bit into a super thin 1 pound tablet and maintaining 10 hour battery life lack of innovation?
post #39 of 82
Quote:
Originally Posted by Rogifan View Post

Where's the Moto X? You'd think with all the free advertising it's getting on tech sites it would be in the top three.

 

It is strange. On TV I see ads for iPhone 5s both reg and gold, iPhone 5c, Moto X and LG G2 non stop. I havent seen an S4 commercial in awhile did they turn down their ad budget lol.

post #40 of 82
US lead only? From the article:

"Apple has maintained a significant edge outside of the U.S. as well, even before the long-anticipated launch of the company's devices on China Mobile, the world's largest wireless carrier. The iPhone 5s was "by far the top selling smartphone...at most channels where the smartphone launched globally," Walkley notes."
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