I'm too lazy to read the 10K (have read them in the past and do not recall the explicit definition we seek here). But based on what has been cited, it looks like even for Apple, the real numbers are vague? If so, we (myself included) stop saying that Apple only cites real sales figures.
Having said that, let me repeat something important - Apple does mention channel inventory at least in some earnings calls (allowing ANALysts to subtract as needed to guesstimate real numbers), and # of activations. So it remains fair to say Apple is more explicit, I believe.
Another thought - Apple does have channel partners in addition to selling through their own stores. It cannot guarantee getting all necessary sales figures by the time it does its books. So, shipped quantities to the channel partners may be the most updated data available at a given time.
Not often, but they have as recently as September with the announcement of 10 million Galaxy SII smartphones sold (yes sold).
Before you or others chime in with "Wait, those are only shipped not sold", the press release specifies channel sales. Bought and paid for whether from Verizon, ATT, Vodaphone or an end-user. This is the same method Apple uses to count sales revenue.
From the original press release posted at BGR:
"SEOUL, Korea ? September 25th, 2011 ? Samsung Electronics Co., Ltd, a global leader in digital media and digital convergence technologies, today announced that the Samsung GALAXY S II (Model: GT-I9100) has achieved 10 million global channel sales, doubling from five million in just eight weeks. . . "
Yes, and Apple sold 16 million iPhones in Q1 2011. Q1 2012? Try 30 million. Man, that Samsung is impressive.
For a specific Android phone, yes it is. Those are iPhone-like numbers from last year which you probably found to be impressive at the time.
So we have Samsung's Galaxy SII — which is running the 700k activations per day, open Android OS — doing iPhone sales numbers from a year prior. How much has the smartphone market grown in the past year? Is the Galaxy seeing growth QoQ? Are their high-end, iPhone-equivilant devices seeing growth that exceeds the market segment YoY?
That isn't an iPhone killer but Samsung is certainly sucking all the air out of the Android-based market. That is just going to hurt other Android-based vendors which will help Apple even as it forces more cheap Android-based devices to saturate the low-end.
So we have Samsung's Galaxy SII ? which is running the 700k activations per day, open Android OS ? doing iPhone sales numbers from a year prior. How much has the smartphone market grown in the past year? Is the Galaxy seeing growth QoQ? Are there high-end, iPhone-equivilant devices seeing growth that exceeds the market segment YoY?
That isn't an iPhone killer but Samsung is certainly sucking all the air out of the Android-based market. That is just going to other Android-based vendors which will help Apple even as it forces more cheap Android-based devices to saturate the low-end.
BTW Solipsism, see my post in the other thread with my opinion on what Schmidt was talking about.
Comments
Is there something you wanted to add to that?
Back to the beginning: Shipped ≠ Sold
Back to the beginning: In the majority of cases shipped = Sold
Fixed.
Back to the beginning: Shipped ≠ Sold
Shipped ≠ Sold, for everyone, right?
I'm too lazy to read the 10K (have read them in the past and do not recall the explicit definition we seek here). But based on what has been cited, it looks like even for Apple, the real numbers are vague? If so, we (myself included) stop saying that Apple only cites real sales figures.
Having said that, let me repeat something important - Apple does mention channel inventory at least in some earnings calls (allowing ANALysts to subtract as needed to guesstimate real numbers), and # of activations. So it remains fair to say Apple is more explicit, I believe.
Another thought - Apple does have channel partners in addition to selling through their own stores. It cannot guarantee getting all necessary sales figures by the time it does its books. So, shipped quantities to the channel partners may be the most updated data available at a given time.
Let's face it: 2012 will be the Battle Of The Bulge for tablets -- thier last ditch effort to, not defeat, but just compete with iPad:
Kindle Fire 2 ....
XOOM 2 ....
And now this mythical GOOGLE Android 4.0 tablet ....
Heck, I was even gonna throw in Fusion Garage's GRID10, but it seems thier website's gone offline
with customer's frantic emails going unanswered & zero word on refunds.
Ouch ....
Plus throw in the fact that whatever gets released this year, it won't be going up against iPad 2, but iPad 3.
And God only knows what'll be in that monster ....
THERE IS NO "TABLET MARKET" -- ONLY AN iPAD MARKET !!
Thank you.
Not often, but they have as recently as September with the announcement of 10 million Galaxy SII smartphones sold (yes sold).
Before you or others chime in with "Wait, those are only shipped not sold", the press release specifies channel sales. Bought and paid for whether from Verizon, ATT, Vodaphone or an end-user. This is the same method Apple uses to count sales revenue.
From the original press release posted at BGR:
"SEOUL, Korea ? September 25th, 2011 ? Samsung Electronics Co., Ltd, a global leader in digital media and digital convergence technologies, today announced that the Samsung GALAXY S II (Model: GT-I9100) has achieved 10 million global channel sales, doubling from five million in just eight weeks. . . "
Yes, and Apple sold 16 million iPhones in Q1 2011. Q1 2012? Try 30 million. Man, that Samsung is impressive.
Yes, and Apple sold 16 million iPhones in Q1 2011. Q1 2012? Try 30 million. Man, that Samsung is impressive.
For a specific Android phone, yes it is. Those are iPhone-like numbers from last year which you probably found to be impressive at the time.
For a specific Android phone, yes it is. Those are iPhone-like numbers from last year which you probably found to be impressive at the time.
So we have Samsung's Galaxy SII — which is running the 700k activations per day, open Android OS — doing iPhone sales numbers from a year prior. How much has the smartphone market grown in the past year? Is the Galaxy seeing growth QoQ? Are their high-end, iPhone-equivilant devices seeing growth that exceeds the market segment YoY?
That isn't an iPhone killer but Samsung is certainly sucking all the air out of the Android-based market. That is just going to hurt other Android-based vendors which will help Apple even as it forces more cheap Android-based devices to saturate the low-end.
So we have Samsung's Galaxy SII ? which is running the 700k activations per day, open Android OS ? doing iPhone sales numbers from a year prior. How much has the smartphone market grown in the past year? Is the Galaxy seeing growth QoQ? Are there high-end, iPhone-equivilant devices seeing growth that exceeds the market segment YoY?
That isn't an iPhone killer but Samsung is certainly sucking all the air out of the Android-based market. That is just going to other Android-based vendors which will help Apple even as it forces more cheap Android-based devices to saturate the low-end.
BTW Solipsism, see my post in the other thread with my opinion on what Schmidt was talking about.
For others, there's a link here:
http://www.technologyreview.com/computing/39378/page1/
For a specific Android phone, yes it is. Those are iPhone-like numbers from last year which you probably found to be impressive at the time.
What? Those are Apple's numbers I was talking about.
What? Those are Apple's numbers I was talking about.
Your numbers were from this year while I noted the similarity to last year's Apple numbers.