There are some caveats on this one which we’ll get to, but Apple had a really good holiday quarter compared to its rivals.
comScore reports Apple had 37.8 percent of the U.S. smartphone market for the three months ending in January. Samsung, meanwhile, had 21.4 percent of the market. Apple’s market share was up 3.5 percent compared to the three months ending in October. Samsung was up 1.9 percent.
As for the iOS versus Android market share battle, Apple was 37.8 percent versus 52.3 percent for Android. Apple was up 3.5 percent, while Android was actually down 1.5 percent.
This is good news for Apple, but as we said there are caveats:
Apple does very well in the U.S. It does not do as well elsewhere in the world.
The holiday period was when Apple really launched the iPhone 5. Samsung, meanwhile, was selling the Galaxy S III, an older smartphone model. It only makes sense for Apple to! experie nce a bump in this period.
We’ll see how Apple holds up over the next three to six months as the hype of the iPhone 5 dies off and the hype for the Galaxy S IV cranks into gear.
All that said, considering the Samsung buzz, you would have thought it was killing Apple. These numbers show that Apple can still hold its own.
The bigger picture for Apple and Samsung on all of this is that the U.S. market, and other developed markets, is not going to generate the same growth, and thus profits in the near term aren’t going to be as robust.
Samsung may dominate Apple in smartphone market share, but the opposite is true for tablets. Third quarter figures from IDC suggest the tablet market grew by 6.7 percent during those three months, and 49.5 percent since the same period last year. Apple was responsible for over half of the 27.8 million shipments worldwide, but lost a significant amount of market share, dropping to 50.4 percent from 65.5 percent in the second quarter. IDC attributes this to consumers holding off for the iPad mini, but expects some of these procrastinators will choose Android tablets due to the relatively high entry price of $329 for the mini. Samsung was second on the leaderboard, shipping over five million tablets and increasing its market share to 18.4 percent, mainly driven by Galaxy Tab and Note 10.1 sales. Amazon and ASUS also had a solid quarter thanks to the Kindle Fires and Nexus 7, respectively, shipping around 2.5 million tablets a piece. Lenovo’s presence in
IDC: tablet shipments up 6.7 percent in Q3 2012, Apple’s market share drops to 50.4 percent originally appeared on Engadget on Mon, 05 Nov 2012 03:27:00 EDT. Please see our terms for use of feeds.
Mobile almost doubled its share of the U.S. digital ad market through the first six months of the year. According to IAB, U.S. mobile ad revenues were $1.2 billion in the first half of the year and 7 percent of total U.S. digital ad revenues, up from 4 percent a year prior.
Total 2011 U.S. mobile ad revenues were $1.6 billion, according to IAB. Half-year revenues of $596 million were about 38 percent of the year-end total. Holding all else equal, if the U.S. market grew at the same rate this year, 2012 mobile ad revenues would be $3.2 billion.
File this one under the “check back in 10 years” folder. This is a stat that will blow your mind. Apple’s market cap is now bigger than the ENTIRE U.S. retail sector.
“Add this to your list of things Apple is worth more than. As the Zero Hedge blog notes, “A company whose value is dependent on the continued success of two key products, now has a larger market capitalization (at $542 billion), than the entire US retail sector (as defined by the S&P 500).” Nuff said.”
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Android’s market share may have surged over the past two years, but iOS is still the place where app developers get paid. According to a report from mobile analytics firm Flurry, developers only get $0.24 of Android revenue for every dollar of iOS revenue.
As we discuss in a recent note, end-user market share makes for sexy headlines, but the real “network effect” of smartphone platforms is with developers. Unsurprisingly, they are going to go where they can get paid—and users will eventually follow. In something of a foreboding trend for Android, Flurry also found that iOS accounted for 73 percent of new project starts in the last quarter of 2011, up from 63 percent at the beginning of the year.
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Dr. Augustine Fou is Digital Consigliere to marketing executives, advising them on digital strategy and Unified Marketing(tm). Dr Fou has over 17 years of in-the-trenches, hands-on experience, which enables him to provide objective, in-depth assessments of their current marketing programs and recommendations for improving business impact and ROI using digital insights.
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