iPhone's global marketshare dips to 10.1% amid rise of Samsung & Chinese brands
Apple's share of the global smartphone market fell year-over-year in the June quarter from 11.3% to 10.1%, attributable by a research firm mostly because of better performance by Chinese vendors and Korea's Samsung.
Samsung's share advanced from 19.6% to 21.3%, keeping it the market leader, while second-place Huawei was up from 14.9% to 15.8%, Counterpoint Research said in a report issued on Wednesday. Xiaomi shifted from 8.8% to 9%, while Vivo grew from 7.3% to 7.5%, and Lenovo inched ahead from 2.5% to 2.6%.
Another party on the decline was LG, which slipped from 2.7% to 2.2%. Industry-wide smartphone shipments were down 1.2% to 360 million units.
Apple is estimated to have shipped 36.4 million iPhones during the quarter, a decrease from 41.3 million in 2018. That would give the company an average selling price (ASP) of about $713.90, based on Apple's reported $25.986 billion in iPhone revenues. If Counterpoint's numbers are accurate, ASP is up slightly from $713.56 a year ago.
"The smartphone market slowdown is mainly due to China, which has continued to decline for two years now," Counterpoint wrote. "China alone accounts for over one-fourth of the global smartphone shipments and declined 9% YoY during the quarter. The heightened U.S.-China trade war during the quarter has further escalated the uncertainties of the smartphone market."
The firm backed Apple CEO Tim Cook's view that iPhone sales trends are improving, even if shipments and revenues were both lower.
"Apple's buyback programs and other marketing are dampening growing holding periods," it commented. "However, the lack of 5G over upcoming quarters may again increase holding periods."
Counterpoint's numbers are for the entire smartphone market, including extremely low-end models, priced as low as $29.
2019 iPhones are expected to forego 5G, relegating support to 2020 models instead. Devices with an Apple-designed 5G modem could launch as soon as 2021, but rivals like Samsung already have 5G hardware on sale.
Samsung's share advanced from 19.6% to 21.3%, keeping it the market leader, while second-place Huawei was up from 14.9% to 15.8%, Counterpoint Research said in a report issued on Wednesday. Xiaomi shifted from 8.8% to 9%, while Vivo grew from 7.3% to 7.5%, and Lenovo inched ahead from 2.5% to 2.6%.
Another party on the decline was LG, which slipped from 2.7% to 2.2%. Industry-wide smartphone shipments were down 1.2% to 360 million units.
Apple is estimated to have shipped 36.4 million iPhones during the quarter, a decrease from 41.3 million in 2018. That would give the company an average selling price (ASP) of about $713.90, based on Apple's reported $25.986 billion in iPhone revenues. If Counterpoint's numbers are accurate, ASP is up slightly from $713.56 a year ago.
"The smartphone market slowdown is mainly due to China, which has continued to decline for two years now," Counterpoint wrote. "China alone accounts for over one-fourth of the global smartphone shipments and declined 9% YoY during the quarter. The heightened U.S.-China trade war during the quarter has further escalated the uncertainties of the smartphone market."
The firm backed Apple CEO Tim Cook's view that iPhone sales trends are improving, even if shipments and revenues were both lower.
"Apple's buyback programs and other marketing are dampening growing holding periods," it commented. "However, the lack of 5G over upcoming quarters may again increase holding periods."
Counterpoint's numbers are for the entire smartphone market, including extremely low-end models, priced as low as $29.
2019 iPhones are expected to forego 5G, relegating support to 2020 models instead. Devices with an Apple-designed 5G modem could launch as soon as 2021, but rivals like Samsung already have 5G hardware on sale.
Comments
can these research firm publish what this Android company made on having the large market-shares?? None?? I guess you’re as fake a an empty can of sardines.
When I first became an Apple fan a very long time ago, iPhones didnt even exist yet. The same is true for countless other Apple users too.
Apple was smart not to report iPhone sales anymore. Anal.....ysts have placed far too much importance on it, and anybody who thinks that Apple only means iPhone is clueless and ignorant. Apple is raking in the billions from Macs, iPads, wearables and services, and those will only continue to grow.
iPhones will continue to sell well in the future too, when new models release etc, but its a good thing that iPhones will no longer be the main, primary metric by which Apple is judged by.
And then there are a bunch of services coming which havent even released yet, like Apple card, Apple Tv + and Apple Arcade.
Things are looking mighty nice for Apple right about now.
The move to 5G Isn't in the same league as the move from 3G to 4G. 5G will involve expansion of existing 4G equipment (like upgrading 4G to 5G instead of a wholesale swap out. That's NSA which has been approved. SA is supported on the modem side (by Huawei at least) and many parts of the world are out of testing and deploying commercial 5G already. Also the new equipment (again from Huawe at least) has been designed with efficiency and deployment in mind so there is less likelihood of needing cranes etc or multiple people per install. Costs are much lower than for 4G. Also the overall footprint on new installations can be reduced enormously, cutting down on physical space, weight concerns and rents etc
Roaming doesn't seem to be a problem in the EU. Vodafone actually includes 5G roaming in its plans.
Coverage will improve and is improving every day.
Marketing is already having a field day with 5G and independently of deployment realities, this will seriously impact the mindset of consumers by Christmas.
An example: Vodafone Spain is currently the only major carrier offering 5G in Spain. It's advertisements go for the kill. After rolling off all the technological advantages of 5G they deliver the end message that will play on the minds of customers: "Does your carrier offer you this technology?"
You can fully expect handset makers (supported by carriers) to follow a similar line when it comes to pushing their handsets this Christmas.
They will want to create the idea that you need 5G.
Heh, yeah, I was thinking the same thing. We're seeing the whole Mac vs PC marketshare battle redux. But, just like then, I think it's mostly baloney and fairly irrelevant even if it isn't.
First, I don't think marketshare really matters much beyond a certain point. You have to have a certain amount to draw platform development, and I suppose 'the buzz' keeps marketing and Wall Street happier, as much as that matters. But, after that point, it's just bragging rights more than anything. (I didn't not buy a BMW because they are fraction of the marketshare of Ford or Chevy.)
Second, marketshare has always been a tricky term that doesn't mean what many think it means. I'm guessing this 'marketshare' is also based on shipments in a quarter. That's more a 'sales' type figure than actual marketshare (what you'd assume the word means). What would actually matter - if anything - would be how many active units of a particular platform are out there. Apple has always been much, much higher in that regard than marketshare figures indicate.
Their products stay in use longer, are actually used (vs sitting in a junk-drawer), and are used by real users more vs something like a point-of-sales terminal (which matters to developers or the surrounding eco-system of accessories, etc.).
Third, as has been often pointed out (and hinted at above), what really matters is profits (at least to the company). Like BMW or Porsche, it doesn't much matter that they only have a fraction of the market. And, in terms of luxury/fashion, that's often an attractive feature (exclusivity).
If this stat is true for any reason then that is NOT GOOD no matter how many people say marketshare doesn't matter. We should not live in a world where everyone uses stolen IP from companies who worked hard to make things possible.
I believe if TV+ delivers great content and stays iPhone exclusive, it will be a big push for the public to drop the knockoffs. Apple Card, News, and Arcade are only gonna help adoption as android becomes an even messier fragment stew.
Why do people quote the most expensive possible models to point out that "Apple is greedy"? ridiculous. The latest iPhone model is $749 with older models available.
"We can only hope a visionary with some sense off reality is waiting in the wings somewhere to take over the reins."
Sorry but inventions under Cook are taking off. Did you not read the financial report?
ApplePay, AirPods, Services, Apple Watch are increasing revenue by the billions.
I disagree. Watch and AirPods are super popular and innovative with knockoffs attempting to replicate just like iPhone/Mac/iPad.
So I think people give Tim Cook too little credit. It's a heck of a lot harder to run a $1T company than it is a $1b company - and with one "changing the world" product already under his belt, Tim has managed to keep the rate of innovation at least similar to what Jobs accomplished. With AR coming, he may even outdo the success of the iPhone.
Itching for a HomePod, 12.9” iPad Pro (with pencil and keyboard), and more HomeKit gear.
So it is also my fault that iPhone revenue has dipped below the norm.
The AirPods, yes are selling well. But, I don't see much of anything game-changing about them. They are fancy bluetooth earbuds.
I see your point, though I'm not sure I'd limit the 'world changing' to just the hardware. A lot of what really changed things in terms of computing regarding Apple was UI innovations, big software leaps/package bundling, etc.
As I mentioned above, I'll give credit to the Apple Watch in terms of being somewhat revolutionary. I'm not sure I'd call it world-changing at this point, but maybe it will be, someday. If a product saves your life, sure that's pretty important (to that person). But, the same could be said about lots of products (lots of things can help save someone's life in a particular circumstance).
Yes, Tim has done a great job of running the business aspect under tremendous growth. I don't think many would fault him in that. He's clearly one of the best.
re: AR - I'm not too hopeful on that front. It has applications, but I think the idea of it being some kind of popular generalized product is unlikely.