Big phones, phablets & tablets account for just 10% of Android's installed base

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  • Reply 81 of 102
    anantksundaramanantksundaram Posts: 20,415member

    Quote:

    Originally Posted by KDarling View Post


    Which brings up the interesting question as to how you think they know that info.  Do they use IDC figures?  Other analysts?  Factory spies?  Supplier inside info?   Store exit polls in every country?  In other words, what info do you think they'd have that others do not have.   Seriously.  Thanks!

     



    Oops... forgot to answer this part.


     


    I doubt they use crappy figures like the one that IDC et. al put out. As I said above, they likely do their own solid internal marketing research. There are outstanding firms that you can hire to do that (they're not cheap or off-the-shelf), and they keep their mouths shut.


     


    Does Apple use "factory spies" (ahem, "business intelligence consultants")? Many companies indeed do. But if any company does not need to, I'd guess it's Apple. Both on the supply chain end (since, having done this for three decades, they seem to know how to do it and seem to be able to drive manufacturing methods, specifications, and quality rather well) and on the customer chain side (since they seem to do a decent job of creating new markets), without seeming to have to resort to underhanded methods. Moreover, their remarkably small number of products (and SKUs) probably mitigates the need for a lot of "spying" on competitors.


     


    Who can Apple learn from, and what, in your view?

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  • Reply 82 of 102
    jungmarkjungmark Posts: 6,927member
    Nah.... it's called marketing research. Most firms do it (and although Apple claims not to, that's not believable).

    Apple never claimed to not do market research. They just don't have focus groups to review products.
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  • Reply 83 of 102
    gatorguygatorguy Posts: 24,736member

    Quote:

    Originally Posted by jungmark View Post





    Apple never claimed to not do market research. They just don't have focus groups to review products.


    Apparently Steve Jobs did claim they don't do market research. To be fair it's never been easy to tell which Apple statements are true and which are marketing-speak.


    http://money.cnn.com/galleries/2008/fortune/0803/gallery.jobsqna.fortune/3.html


     


    ....but they reportedly do put together what are essentially "focus groups".


    http://appleinsider.com/articles/11/05/05/apple_initiates_customer_pulse_market_research_focus_group.html


     


    By the way there's an interesting read here on "Why you can't innovate like Apple". One of the points it makes is Apple does "leak" potential products/features on occasion to gage consumer interest prior to committing to them. 


    http://www.pragmaticmarketing.com/resources/You-Cant-Innovate-Like-Apple

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  • Reply 84 of 102
    kdarlingkdarling Posts: 1,640member


    SVP Phil Schiller also gave this testimony during last year's trial in California:


     


    "We don't use any customer surveys, focus groups, or typical things of that nature. That plays no role in the creation of the products."


     


    However, that was last year.


     


    I could be very wrong, but Tim Cook strikes me as someone who would desire to know what people want.  He can't afford a flop, and so might tend to take a safer path than Jobs would've.


     


    Again, just a feeling, so contrary opinions are welcome.

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  • Reply 85 of 102
    jungmarkjungmark Posts: 6,927member
    gatorguy wrote: »
    Apparently Steve Jobs did claim they don't do market research. To be fair it's never been easy to tell which Apple statements are true and which are marketing-speak.
    http://money.cnn.com/galleries/2008/fortune/0803/gallery.jobsqna.fortune/3.html

    ....but they reportedly do put together what are essentially "focus groups".
    http://appleinsider.com/articles/11/05/05/apple_initiates_customer_pulse_market_research_focus_group.html

    By the way there's an interesting read here on "Why you can't innovate like Apple". One of the points it makes is Apple does "leak" potential products/features on occasion to gage consumer interest prior to committing to them. 
    http://www.pragmaticmarketing.com/resources/You-Cant-Innovate-Like-Apple

    I guess my idea of a"focus group" is to assemble a group of people in one area and then show them an unreleased product and get feedback. Apple doesn't do that. What they do is send surveys out for released products and obtain feedback.
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  • Reply 86 of 102
    10 screen-sizes having 10% market share each will most likely dominate the market :-D . Appleinsitder are just iGnorant iNbreds :)
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  • Reply 87 of 102
    jungmark wrote: »
    Apple never claimed to not do market research. They just don't have focus groups to review products.

    They do have focus groups.. The group consist of an industrial designer called Ive, and a logistics-managar called Cook.. :-)
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  • Reply 88 of 102
    ruel24ruel24 Posts: 432member
    [quote]Perhaps, but how much more market share would Apple realistically capture?[/quote]

    Or better put, how much market share would they avoid losing? I'm an iPhone user that's contemplating moving to Android for a bigger phone. It's not that iOS is really that much better than Android these days, and even though Apple gives us updates, older phones generally don't get new features, so the lack of updates on Android debate is moot. I'll give it until the next iPhone is released to make my decision.
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  • Reply 89 of 102
    v5vv5v Posts: 1,357member

    Quote:

    Originally Posted by ruel24 View Post



    I'm an iPhone user that's contemplating moving to Android for a bigger phone.


     


    Me too, but I doubt I'll actually do it. Instead I'll probably just keep using my old iPhone 4 until somebody makes something exciting enough to pry open my wallet.


     


    The reason I probably won't switch to Android is the same as why I won't buy an iPhone 5. I don't want to spend hundreds of dollars on something that isn't what I want. I don't really want an iP5 because it doesn't offer much improvement in the only area that I find the iP4 deficient (web browsing) and I don't really want a Samsung because, while I have no doubt that Android is probably just fine and even offers some features I like, I still prefer iOS just for the ease of making devices play nice together. Apple's integration isn't perfect by any stretch (Messages anyone?) but I'd still rather troubleshoot a purpose-built ecosystem than try to build an ad hoc one of my own.


     


    The LTE capability of iPhone 5 would be nice, but there isn't a lot of benefit to more quickly accessing data I can't see! In portrait orientation there's no advantage over the 4. Rotating it to landscape yields a larger reading area, but with the keyboard visible it only leaves room for a couple lines of text. That's what makes those 5"-ish 4:3 screens from other brands so enticing.

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  • Reply 90 of 102
    Marvinmarvin Posts: 15,554moderator
    v5v wrote: »
    That's what makes those 5"-ish 4:3 screens from other brands so enticing.

    I think having a single line typing method would work better for that. Someone posted about the Minuum keyboard a while ago:

    http://news.cnet.com/8301-17938_105-57575214-1/could-minuum-finally-evolve-the-virtual-qwerty-keyboard/

    There aren't many Android phones using the 4:3 aspect. One of them is the LG Optimus G:


    [VIDEO]


    That's 5" 1080p. You can see at 1:42, you don't get much more of the web page on screen, it's just zoomed up a bit. Then at 4:35, the texting area isn't much bigger either. The phone pad at 7:17 looks a bit odd.

    In terms of landscape typing, the whole pad has to be scaled up so it doesn't really offer much more space:

    1000

    If they scaled the iPhone 5 screen up to 5" without a redesign, it would end up larger than the S4:

    1000

    If it was the same height as the S4, it would be a 4.3" screen, which isn't much different from what they have but it's within the Retina limit that it wouldn't require a resolution change.

    In terms of sales volume, we know that about 45% of Android devices are on 2.3.x, which means they have to be smaller models - that's about 320m. Apple has sold about 300m iPhones. So that leaves about 430m Android phones, which may or may not be larger than 4". Given the lower profits of Android manufacturers, it's safe to assume that handsets on newer versions of Android would be cheaper (and smaller) models, not the premium models. It's likely at least half are lower end devices, probably much more. That's means over 835m are on 4" or less and 215m on 4" or more. Some of the latter is also the 5"+ category. Less than 20% of all smartphone owners have a larger than 4" display and a portion of those will be on the 4-4.3" sizes, which aren't vastly different to the iPhone 5.

    New buyers might trend towards the larger models, some polls would suggest that. It would require Apple to redesign the iPhone entirely though. They'd have to double their resolution, which would affect battery life. They wouldn't gain any extra space as they'd be keeping the same aspect so they'd just scale everything up. They couldn't have just one model so the larger one would be more expensive (it would have to be as it's double the resolution).

    I imagine this topic of size will keep coming up every now and again as long as some people don't get what they want but I don't see how Apple can address this easily. The home button is one of the iPhone's most important features and it will always put limitations on what they can do until they come up with a replacement. If they are going to use a fingerprint sensor, that might become a further limitation depending on where they put it.
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  • Reply 91 of 102
    michael scripmichael scrip Posts: 1,916member
    juil wrote: »
    Thank you!

    This always bugs me...

    Unit market share = 1 metric
    Revenue share = 1 metric (and by deduction, revenue per unit)
    Profit pool share = 1 metric (and by deduction, profit percentage)
    Installed base = 1 metric
    Customer satisfaction/loyalty = 1 metric
    Real world device usage = 1 metric
    Brand recognition/value = 1 metric
    Marketing strategy, alliances and deals = 1 metric
    and so on...

    If these other guys are doing so well, why the hell are we only hearing about "unit market share". I mean, they should be bragging about these other metrics if they were so much on top of things. So that makes me come to the conclusion that they don’t really have anything to brag about except units shipped/unit market share.

    Agreed.

    I've said this before and I'll say it again:

    Android market share makes for a fancy headline... but there is no compelling story after that.
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  • Reply 92 of 102
    gwmacgwmac Posts: 1,830member


    @Marvin  There is a lot of room at the top of the phone to make more room for a larger display. The proximity sensor above the microphone might need to be moved to the side of the speaker but I think Apple could reduce that upper bezel area significantly. As far as the bottom bezel with the home button is a bit more problematic. I doubt Apple would want to change the iconic home button to a more narrower button because then it would look too much like the Samsung in your photo. They could really think outside the box and do something radical like move it to the right side of the phone below the sim eject hole but that would probably be met with a lot of resistance and negativity. I am sure that the placement of the home button is probably one of the main delays as to why we haven't already seen a larger iPhone yet along with the resolution issues you mention.


     


    When I lived in Japan I had what is called a 3LDK apartment. That means 3 rooms with an extra room that can serve as your living room with space left over for a table and chairs for dining. So in total 4 rooms not counting the bathroom. To me it was a terribly claustrophobic environment having grown up in a large American home on 2 acres of land. The entire apartment was probably about 650 square feet. When my Japanese friends would visit for the first time they would always ask why I lived in such a "large" apartment that was meant for a family.To them it was far too large but to me it felt tiny and I could almost feel the walls closing in on me. Had the apartment been one large open room it would not have felt so small bit it was 4 small rooms all partitioned off. That is sort of the way I feel about my iPhone 5. It just feels too small. Perhaps if I had never owned a larger phone before I wouldn't feel this way but it really does make a difference to me at least. I will wait and see what Apple releases before I decide, but it would really have to have some remarkable improvements over the 5 to keep me from switching to a phone with at least a 4.7" or larger display. I prefer iOS to Android even with a few complaints, but I am at a point now where the most important feature to me for my next phone is the screen size. Android has improved enough to make me less hesitant to switch back. I just can't live with another 4" screen for 20 more months. 


     


     


     

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  • Reply 93 of 102
    v5vv5v Posts: 1,357member

    Quote:

    Originally Posted by Marvin View Post



    There aren't many Android phones using the 4:3 aspect.


     


    My bad. I haven't really looked into what's available on Android. Lemme rephrase my comment then: I would like a larger, wider screen with an aspect ratio that's less rectangular and more square than the current iPhone, perhaps 4:3. Whether or not anyone else does that, I find that form appealing.


     


     




    Quote:

    Originally Posted by Marvin View Post



    In terms of sales volume


     


    I'm going to interrupt right there. With respect to those who try to deduce the number of large-screen phones in the wild from wildly inconsistent and imprecise data, and then try to extrapolate the potential for sales of a larger iPhone form them, I don't know if I accept the premise.


     


    If you looked at the sales figures of tablets NOT including the iPad, you might conclude that tablets sell poorly and there's no reason for Apple to make one. Yet Apple's version of the tablet sells in the millions. The number of personal music players sold, not including Apple's, is lower than the population of Antarctica, but Apple's foray into that market has been rather more successful.


     


    Just because others haven't had much success with a certain product category doesn't mean Apple won't. I'm not likely to buy a bigscreen Samsung phone, but I would buy a big iPhone.

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  • Reply 94 of 102
    gwmacgwmac Posts: 1,830member

    Quote:

    Originally Posted by v5v View Post


     


    My bad. I haven't really looked into what's available on Android. Lemme rephrase my comment then: I would like a larger, wider screen with an aspect ratio that's less rectangular and more square than the current iPhone, perhaps 4:3. Whether or not anyone else does that, I find that form appealing.



    I agree with you there. I really like the 4:3 aspect ration far better especially as I tend to use my phone far more in landscape than portrait. A little more width would really be more appreciated than the height to me at least. I think if Apple had simply gone slightly wider in addition to just stretching the height of the iPhone 5 bringing it to around 4.3" that would have been more popular than the current form. But I think that ship has sailed and it looks like 16:10 won out on TV's and phones. On TV's it makes a lot more sense but on phones not so much unless all you do is watch videos.

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  • Reply 95 of 102
    kdarlingkdarling Posts: 1,640member

    Quote:

    Originally Posted by Marvin View Post



    In terms of sales volume, we know that about 45% of Android devices are on 2.3.x, which means they have to be smaller models - that's about 320m. 


     


    Sorry, sir, but that's an incorrect premise.  There were, and still are, plenty of 2.3 Gingerbread devices with 4" to 7" screens.  


     


    For example, the original Galaxy S phone.  And even today, Huawei sells large screen phones with 2.3.


     


    Heck, I have an HTC Flyer tablet that I keep on 2.3 instead of upgrading, simply because I don't want to lose the use of some of the screen to soft buttons.  I like the separate buttons it came with.


     


    Most importantly, as already pointed out, we cannot use the Android Dashboard to determine sales.  If we only use its data, 60% hitting the Market are big screened phones, and nobody believes that reflects actual sales as well.


     


    Quote:


    Apple has sold about 300m iPhones.



     


    Samsung started selling its Galaxy S line in May 2010.  From then until the beginning of this year...


     



    • Apple sold 260 million iPhones.


    • Samsung sold over 300 million smartphones, about 40% of which had large screens:


    • ....100 million Galaxy S1/2/3 phones with 4"-4.8" screens.


    • ....20 million Galaxy Note phones with 5+" screens.


     


    That's a lot of big screened phones, and a good percentage of higher end sales.


     


    It's difficult to believe that Apple will not also enter into the high profit margin large screen phone market, since they were willing to go into the lower profit margin book sized tablet market last year.

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  • Reply 96 of 102
    caliminiuscaliminius Posts: 944member
    I bought an iPad w/retina display and I have to say it's really painful switching back to using the seemingly tiny screen on my iPhone 4S. It really reminds me of that jab Jobs made about 7" tablet users having to file their fingers; that's how i feel trying to press the tiny iphone buttons now! Despite the size I'd consider ditching the iPhone completely if the iPad could make phone calls.
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  • Reply 97 of 102
    Marvinmarvin Posts: 15,554moderator
    kdarling wrote: »
    There were, and still are, plenty of 2.3 Gingerbread devices with 4" to 7" screens.

    Android tablet sales back then are pretty much negligible in the numbers though. Any tablet sales worth counting are recent ones and they shouldn't be deducted from the 2.3.x figures but rather the 3.x+ unless you're saying that Android manufacturers are shipping new devices with a very old OS in large numbers.
    kdarling wrote: »
    For example, the original Galaxy S phone.

    The original Galaxy S was 4".
    kdarling wrote: »
    Samsung sold over 300 million smartphones, about 40% of which had large screens

    That matches up with the figures I used. Samsung has 50% of the Android market so if they shipped 120m large phones, you can assume that other Android manufacturers shipped large phones in the same ratio best-case so 240m. I said 215m but you'd be subtracting the Galaxy S anyway. The reason that I reckon it's lower than this though is that we know Apple and Samsung account for the bulk of the revenue and profit so other Android manufacturers can't be selling in the same ratio on the premium end as Samsung or the revenue split would be more even.
    kdarling wrote: »
    It's difficult to believe that Apple will not also enter into the high profit margin large screen phone market, since they were willing to go into the lower profit margin book sized tablet market last year.

    It's not inherently high profit margin. Apple takes far more profit than Samsung (over 2x) despite Samsung shipping more phones:

    http://news.cnet.com/8301-1035_3-57567891-94/apple-samsung-gobble-all-2012-handset-profits-and-then-some/

    I know the iPad Mini is going to get used to justify any future possibility e.g 'you never know if they'll make a watch, they made an iPad mini' but it only works for the same market tactic, which would be a cheaper iPhone. A larger, more expensive iPhone isn't the same thing at all. It's more like the 17" Macbook Pro. Nothing else better except that it has a bigger screen and costs more money. No other phone manufacturer does this. If the Galaxy S4 flagship model was 4.3", it would sell the same as if it was 5" because it would have the same marketing machine behind it.
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  • Reply 98 of 102
    gwmacgwmac Posts: 1,830member


    You can't really look to large Android phone sales as a predictor to how a large iPhone would sell because you have no idea how many current iPhone owners would jump at the chance to own one but have no other choice if they wish to stay with iOS. But now that I have an iPad I am much less hesitant to get a large Android phone if no large iPhone option exist. Ironically for me at least the iPad might drive me to Android for my phone since switching back to my iPhone after using my iPad is just too dramatic a change. Plus I can still have an use an iOS device with all my apps so lose nothing. 


     


    I seriously doubt the S4 would sell nearly as well if it were only a 4.3" device. Everyone I know with a large Android phone cite that as the main reason they chose that over an iPhone and not a preference for Android. It certainly is the reason I might switch as well. I think they would lose a lot of sales to the iPhone and to companies like HTC who make a larger display if they only sold one with 4.3"

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  • Reply 99 of 102
    Marvinmarvin Posts: 15,554moderator
    gwmac wrote: »
    You can't really look to large Android phone sales as a predictor to how a large iPhone would sell

    That's what people have been doing though:

    "Most of the top selling Android phone are 4.5 and larger like the 4.8" Samsung, Don't get me wrong, I am all for a larger screen on the iPhone and if I have to settle for only a slightly larger 4" screen then I guess I will."

    http://forums.appleinsider.com/t/150111/4-screens-for-apples-next-iphone-will-be-built-as-soon-as-june#post_2111031

    One of the primary reasons people have given is that they observe lots of people with large Android phones:

    "I rarely see iPhone's anymore like I used to but see large Android phones all over the place. I remember at Halloween waiting in a very long line at a haunted house being the only person with an iPhone while I observed dozens and dozens of Android phones with large displays. Even all the young kids and teenagers had one and some of these kids were very small, like under 5' tall with tiny hands but they sure didn't seem to have any trouble using them or putting them in their pockets. But even at clubs or expensive restaurants with all adults seeing an iPhone is becoming a bit more rare for me recently. All anecdotal for sure but when many other people all across the country are saying the same thing...."

    http://forums.appleinsider.com/t/155309/ces-2013-expected-to-showcase-embarrassingly-large-smartphones/160#post_2255034

    It usually goes like this:
    step 1: assume that because you want a *insert product Apple doesn't or no longer offers*, everyone else does too
    step 2: tell stories about how many people you know have one or want one and how important or large that group of people is
    step 3: when sales figures don't backup widespread demand, the figures aren't important and Apple should still make the product because you still want one
    gwmac wrote: »
    you have no idea how many current iPhone owners would jump at the chance to own one

    The same applies in reverse though. You have no idea how few people would buy one when a 4" flagship model would be available that costs less. Trying every possible variation under the sun to see what sticks is Samsung's tactic. It's not an efficient way to do it because you can't possibly apply the same marketing to every model equally. Samsung is pushing consumers towards larger displays because they market their flagship models more.

    If Apple came out with a 4.3" model at a higher price, it probably would sell a reasonable amount because they'd run their marketing machine behind it - above that size would be trickier because they'd have to undo their marketing about why they designed the smaller one around one-handed use. There are other things they have to consider like avoiding problems for developers, avoiding manufacturing issues, managing inventory and whether it will sell enough to justify doing.
    gwmac wrote: »
    But now that I have an iPad I am much less hesitant to get a large Android phone if no large iPhone option exist. Ironically for me at least the iPad might drive me to Android for my phone since switching back to my iPhone after using my iPad is just too dramatic a change. Plus I can still have an use an iOS device with all my apps so lose nothing.

    That's because you want to use your phone like your iPad. There's a reason Apple makes both. I use my iPhone like a phone. It's not great for reading on and a Galaxy Note isn't either. At no point would I use a Galaxy Note in place of an iPad or iPad mini.
    gwmac wrote: »
    I seriously doubt the S4 would sell nearly as well if it were only a 4.3" device.

    The 4.3" Galaxy S2 sold 40 million units. It's over a long timeframe but lots of people bought one. The S3 managed that in 1/3 the time due to the way the market grows e.g the iPhone 4S sold at double the rate of the 4, despite having very few changes.
    gwmac wrote: »
    Everyone I know with a large Android phone cite that as the main reason they chose that over an iPhone and not a preference for Android. It certainly is the reason I might switch as well. I think they would lose a lot of sales to the iPhone and to companies like HTC who make a larger display if they only sold one with 4.3"

    It's not a case of thinking about it. Apple isn't losing a lot of sales to HTC or Samsung. Apple has 20% of the phone market, Samsung has 30%. Apple's flagship phones outsold Samsung's in Q1 2013. Apple takes in more than double Samsung's profits. HTC made under $3m profit in Q1 (that's million, not billion). This quarter, they project $2.37b revenue. Apple's quarterly revenue is $43.6b.

    Do you honestly think that bigger phones will propel HTC to nearly 20x their revenue just because they're bigger? Even despite the fact they've been selling large phones since at least 2011:

    http://www.techradar.com/reviews/phones/mobile-phones/htc-titan-1033252/review
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  • Reply 100 of 102
    gwmacgwmac Posts: 1,830member

    Quote:

    Originally Posted by Marvin View Post



    That's because you want to use your phone like your iPad. There's a reason Apple makes both. I use my iPhone like a phone. It's not great for reading on and a Galaxy Note isn't either. At no point would I use a Galaxy Note in place of an iPad or iPad mini.

     


    You are right in that I am using my iPhone far more for viewing the display than I used to. With all the new features and apps available for the iPhone now vs. a few years ago that is understandable and i think most people would fall into this group. Since the display on the iPad is so large there is much less reason to hold it in landscape mode. With a phone however I find myself using my iPhone far more often in landscape than portrait mode so that is one key difference in use. When you are using it more in landscape the one handed advantage is immediately useless and a larger display becomes more important. 


     


    I know anecdotes mean absolutely nothing but they are very powerful especially when you count yourself in that anecdote. I am just very unhappy with a 4" screen and after using my friend's HTC DNA I fell in love with that display and knew right away I did not want to buy another 4" iPhone. I have not given up on Apple and will switch back if and when Apple makes a larger version. The reality is switching phone platforms is very easy, far easier than switching computer platforms. All my apps are available for Android and I have my contacts on Gmail so switching back and forth between the two is not that much harder than buying a new iPhone. 


     


    But I haven't switched yet.I will wait and see what the 5S or 6 offers before I make up my mind. 

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