IDC: Samsung beat Apple in smartphone race during lucrative holiday quarter

Posted:
in iPhone edited January 2019
According to the latest industry estimates from research firm IDC, Samsung was the world's top smartphone vendor during the quarter ending in December, a shopping season typically dominated by Apple's iPhone.

IDC Q4 Smartphone


For the fourth calendar quarter, Samsung shipped an estimated 70.4 million handsets to take an 18.7 percent share of the market. The performance was down 5.5 percent year-over-year, but enough to steal the holiday limelight from industry rival Apple.

Apple shipped 68.4 million iPhones during the same period, down 11.5 percent from 77.3 million in the year ago quarter, IDC said. The Cupertino tech giant's marketshare stood at 18.2 percent, down from 19.6 percent in 2017.

IDC's figures are in the ballpark of findings from Strategy Analytics, which on Tuesday estimated Apple to have shipped 65.9 million units during the three months ending in December.

As detailed during Apple's earnings conference call on Tuesday, and previously announced in a rare revenue guidance correction earlier in January, iPhone sales contracted in latter half of 2018 due in large part to an economic slowdown in China. Outlined in the company's earnings report, net sales in the region dropped from $18 billion to $13.17 billion, or a decline of 26.7 percent, on a year-over-year basis.

As a result of Apple's diminished position in China, the company experienced its first combined revenue and profit decline since iPhone debuted in 2007.

Of the top-five vendors, Huawei saw the biggest gains in the last quarter of 2018, jumping from 42.1 million units shipped in 2017 to 60.5 million units in December. The Chinese company, which was recently hit with criminal charges from the U.S. Department of Justice, managed a 16.1 percent share of the global smartphone market, up from 10.7 percent at the end of 2017.

Rounding out the top five on IDC's list are Oppo and Xiaomi, which shipped a respective 29.2 million and 28.6 million units in quarter four.

Overall, the global smartphone market continued to reel from economic headwinds.

"Globally the smartphone market is a mess right now," said Ryan Reith, vice president of IDC Worldwide Mobile Device Trackers. "Outside of a handful of high-growth markets like India, Indonesia, Korea, and Vietnam, we did not see a lot of positive activity in 2018. We believe several factors are at play here, including lengthening replacement cycles, increasing penetration levels in many large markets, political and economic uncertainty, and growing consumer frustration around continuously rising price points."

In response to sluggish iPhone sales, Apple CEO Tim Cook said the company is rethinking handset pricing in certain international markets. Currently, iPhone prices are based on the U.S. dollar, but that could change as the company looks to bring down out-the-door costs in a bid to goose sales.
«1

Comments

  • Reply 1 of 25
    If anyone can't figure out China is tanking iPhone and Samsung relative to Huaweai then they're stupid.
    MisterKitmagman1979
  • Reply 2 of 25
    macxpressmacxpress Posts: 5,939member
    But what if IDC's "estimates" are wrong? They've been wrong before about their estimates haven't they?
    magman1979chasmlolliverwatto_cobra
  • Reply 3 of 25
    rob53rob53 Posts: 3,309member
    This is only smartphone (supposed) shipments, nothing about the amount of money Apple made that none of the others came close to making. Of course, we're also talking about IDC, which have always been estimated shipping figure, never actual sales numbers.
    tjwolfEsquireCatsmagman1979lolliverTomEjmey267watto_cobra
  • Reply 4 of 25
    dewmedewme Posts: 5,746member
    Profits anyone? What do the bottom line numbers tell us about who is really doing the beating versus who is taking a beating? 
    tjwolfbaconstanglolliverwatto_cobra
  • Reply 5 of 25
    sflocalsflocal Posts: 6,136member
    “SHIPPED” is not “SOLD”.  and whatever it is Samsung did actually sell, how much of it was actually profitable phones and cheap crap phones?
     
    why post the same garbage every time?
    magman1979baconstanglolliverpropodTomEjmey267watto_cobra
  • Reply 6 of 25
    radarthekatradarthekat Posts: 3,904moderator
    “knock,,knock..”

    Samsung: “who’s there?”

    ”smartphone revenue and profits”

    Samsung: “we’re not home.  come back later.”
    tjwolfravnorodom2old4funmagman1979rob53baconstanglolliverwatto_cobra
  • Reply 7 of 25
    kevin keekevin kee Posts: 1,289member
    The bigger story I think is how Huawei gained 43.9% while Samsung and iPhone are both in declined (negative)? - and in some extent, Oppo and Xiaomi also see an increase in shipments while market is in average -4.9% compare to last year.
    edited January 2019 watto_cobra
  • Reply 8 of 25
    silvergold84silvergold84 Posts: 107unconfirmed, member
    Counterpoint and canalys proved that Apple dominated the premium and ultra premium market . Samsung can send thanks to entry level. All the strategic companies , like counterpoint and canalys, just say that over than half of huawei successful production is Honor. Not premium smartphone . 
    watto_cobra
  • Reply 9 of 25
    baconstangbaconstang Posts: 1,155member
    Market share?  Hmm, I wonder how the ASPs match up.
    lolliverJFC_PAwatto_cobra
  • Reply 10 of 25
    silvergold84silvergold84 Posts: 107unconfirmed, member
    kevin kee said:
    The bigger story I think is how Huawei gained 43.9% while Samsung and iPhone are both in declined (negative)? - and in some extent, Oppo and Xiaomi also see an increase in shipments while market is in average -4.9% compare to last year.
    Huawei thanks honor brand. In the premium and ultra premium market huawei don’t sell . Apple got a year of record . For the first time the most expansive smartphone , iPhone X, was also the best seller all over the brands. This year Apple got the second best quarter of all time . Think at that. 
    lolliverJFC_PAwatto_cobra
  • Reply 11 of 25
    kestralkestral Posts: 311member
    macxpress said:
    But what if IDC's "estimates" are wrong? They've been wrong before about their estimates haven't they?
    IDC's numbers are submitted directly by the manufacturers (ie. Apple, Samsung and the other companies submit these numbers). So no, they are not wrong.
  • Reply 12 of 25
    chasmchasm Posts: 3,598member
    macxpress said:
    But what if IDC's "estimates" are wrong? They've been wrong before about their estimates haven't they?
    They are ALWAYS wrong (just like Gartner). It’s only a question of HOW wrong, and will it make a material difference. In this case, it’s *possible* that Samsung shipped more low-end phones than usual and captured the “most” flag, but as noted by others shipped is not sold and Samsung is known to take back huge numbers as well (and analysts never seem to care about that bit somehow).

    It’s also entirely possible, especially given Samsung’s reported revenues, that IDC is just plain wrong — Samsung has of late been dropping way harder than Apple, because (to be blunt) the S9 is a flop.
    lolliverbaconstangwatto_cobra
  • Reply 13 of 25
    JFC_PAJFC_PA Posts: 947member
    kestral said:
    macxpress said:
    But what if IDC's "estimates" are wrong? They've been wrong before about their estimates haven't they?
    IDC's numbers are submitted directly by the manufacturers (ie. Apple, Samsung and the other companies submit these numbers). So no, they are not wrong.
    No they’re not. Apple for one doesn’t share that number anymore with anyone and Samsung never did. 

    It’s as described: estimates. 

    Using proprietary tools and research processes, IDC's Trackers...”

    that’s estimates from their research such as it may be along with their “proprietary tools” (they model markets). Not company reporting. 
    edited January 2019 baconstangjmey267watto_cobra
  • Reply 14 of 25
    jungmarkjungmark Posts: 6,927member
    kestral said:
    macxpress said:
    But what if IDC's "estimates" are wrong? They've been wrong before about their estimates haven't they?
    IDC's numbers are submitted directly by the manufacturers (ie. Apple, Samsung and the other companies submit these numbers). So no, they are not wrong.
    Nope. Why would they submit numbers to a third party and not submit numbers to shareholders?

    note to IDC: Apple isn’t in the units race. 
    baconstangretrogustowatto_cobra
  • Reply 15 of 25
    While Apple may not be in the units race, they still lost compared to last year. Just take the small loss and move on. They still dominate profits and ASP by a large margin.

    And even while Huawei may compete in the razor thin margins sector of the market, their notable growth is pretty impressive.
  • Reply 16 of 25
    avon b7avon b7 Posts: 8,021member
    kevin kee said:
    The bigger story I think is how Huawei gained 43.9% while Samsung and iPhone are both in declined (negative)? - and in some extent, Oppo and Xiaomi also see an increase in shipments while market is in average -4.9% compare to last year.
    Huawei thanks honor brand. In the premium and ultra premium market huawei don’t sell . Apple got a year of record . For the first time the most expansive smartphone , iPhone X, was also the best seller all over the brands. This year Apple got the second best quarter of all time . Think at that. 
    Huawei broke records with premium and ultra premium phones. In fact, all of its premium and ultra premium phones showed massive YoY gains.

    Honor also has premium phones now and is competing directly with Huawei branded phones. That's why the Magic 2 shipped a few weeks after the Mate 20 and also had the Kirin 980, Supercharge and it was Honor that announced Bone Voice ID.

    As a company, Huawei bucked a downward industry trend with massive YoY gains in unit sales and record revenues from the consumer business group. And without open access to the huge US market.

    That is impressive whichever way you look at it and without doubt they are also picking up iPhone users or potential iPhone buyers.
    edited January 2019
  • Reply 17 of 25
    Not surprising! 

    Here in Brazil a Galaxy S9 is 2500 reais,

    The iPhone XR 64gb is 4200 reais.......

    Apple needs to do something, emerging markets are going to be a problem if they continue to follow this path.

    The iPhone 6 was 3200 reais and A LOT of people bought it in Brazil!


    watto_cobra
  • Reply 18 of 25
    kevin kee said:
    The bigger story I think is how Huawei gained 43.9% while Samsung and iPhone are both in declined (negative)? - and in some extent, Oppo and Xiaomi also see an increase in shipments while market is in average -4.9% compare to last year.
    Please....i want to see and hear the word SOLD, not freakin shipped. 
    watto_cobra
  • Reply 19 of 25
    “knock,,knock..”

    Samsung: “who’s there?”

    ”smartphone revenue and profits”

    Samsung: “we’re not home.  come back later.”
    This view is incredibly myopic (and childish). Btw, iPhone revenues were down almost 18% YOY according to Apple’s consolidated financials. 
  • Reply 20 of 25
    avon b7avon b7 Posts: 8,021member
    Kuyangkoh said:
    kevin kee said:
    The bigger story I think is how Huawei gained 43.9% while Samsung and iPhone are both in declined (negative)? - and in some extent, Oppo and Xiaomi also see an increase in shipments while market is in average -4.9% compare to last year.
    Please....i want to see and hear the word SOLD, not freakin shipped. 

    I don't have the links to hand right now but Huawei has said in multiple presentations that they sold over 200,000,000 units.

    As most of their models are periodically sold out anyway you can be sure that shipped equates to sold.
Sign In or Register to comment.