market share

Increased competition in digital advertising doesn’t seem to be hurting Google: the company is on track to increase its market share to almost 33 percent this year, with a commanding 53% in mobile advertising. The projections were made by research company eMarketer based on an analysis of company reports, though both dollar and percentage figures are slightly down on its earlier predictions back in June … 
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IDC is out today with its latest report tracking worldwide tablet shipments reporting that total shipments have experienced a sequential decline during Q2 at the expense of Apple and the iPad. Apple already announced that it had sold 14.6 million iPads during the quarter, a significant drop from the 17 million it sold in the year ago quarter, but today IDC gives us some insight into where that puts Apple in its lead over Samsung as the top tablet vendor.

Apple was able to pick up 32.4% of the market during Q2, continuing its lead as the top tablet manufacturer, but dropping from the 60.3% of the market it had in Q2 last year. While Apple’s tablet shipments are clearly suffering from lack of new product announcements this year, it’s also losing share to Samsung and others. IDC reports 277% year over year growth for Samsung, giving it 18% of the market with 8.1 million units shipped during Q2. All of the top 3 vendors– Apple, Samsung, and ASUS– experienced a drop compared to Q1 2013, but the Android tablet makers have experienced significant growth compared to Apple since last year.
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Research firm comScore is out today with its usual report covering U.S. smartphone subscriber market share for the three month period ending in May. Over the last three months Apple has gained in both categories including ‘top smartphone OEMs’ and ‘OS usage’, continuing its lead as the top smartphone manufacturer and growing its share of the market by platform.

The previous three month period had Apple at 38.9% of the market, making it the number #1 smartphone vendor in the US over second place Samsung. In May, Apple continues that lead by increasing its share 0.3 percentage points to 39.2% of the market. That’s significantly higher than the 23% Samsung grabbed despite growing 1.7 percentage points during the quarter. In a close race for third place is HTC with 8.7%, Motorola with 7.8%, and LG with 6.7%, all of which dropped less than a percentage point since last quarter.

When it comes to the market by OS usage, Android is still on top, growing 0.7 percentage points to 52.4% this quarter. Apple experienced slightly less growth at 0.3 percentage points to capture 39.2% of the market up from its 38.9% share last quarter. That means the majority of the growth, once again, comes at the expense of BlackBerry and Microsoft.
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Q4 2012 estimates from Strategy Analytics

While Samsung has conveniently left specific smartphone sales numbers out of its Q4 earnings release yesterday (as usual), today we get a look at the latest estimates for the quarter coming from research firms Strategy Analytics and IDC.

We know that Apple sold 47.8 million iPhones during the quarter, and today both research firms put Samsung just over 63 million units for Q4 2012. That means Samsung was able to capture 29 percent of the market last quarter (up from 36.2 million units and 22.5-percent of the market in the year ago quarter). Apple is of course a close second among the top five smartphone vendors with 21.8-percent—down slightly from the 23 percent it held in the same quarter last year. In Q4 2011, Apple and Samsung were neck and neck at about 23 percent of the market each.

The increasing market share for Apple, and especially Samsung, over the past year comes at the expense of Nokia. It experienced a drop from 16 percent to 5 percent of the market during the past year. 
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According to the latest numbers from comScore MobiLens for the United States mobile phone market, Apple and Samsung both continue to gain marketshare as the leading OEMs as Android and iOS move closer toward a duopoly with a combined almost 90 percent of the market. ComScore’s latest numbers track the three-month period ending in November, which saw Apple jump from 17.1-percent in August to 18.5-percent of the U.S. mobile phone market. Samsung continued its lead jumping up 1.2-percent to 26.9-percent, while gains for both companies come at the expense of decreases in market share for LG, Motorola, and HTC.

As for the U.S. market by platform, iOS and Android both experience slight gains over August numbers. With a joint 88.7-percent of the market for Apple and Google, RIM is the closest competitor dropping from 8.3-percent of the market in August to just 7.3-percent in November. Microsoft dropped from 3.6-percent to 3 percent:

In November, 75.9 percent of U.S. mobile subscribers used text messaging on their mobile device (up 0.3 percentage points). Downloaded applications were used by 54.2 percent of subscribers (up 0.8 percentage points), while browsers were used by 52.1 percent (up 0.1 percentage points). Accessing of social networking sites or blogs increased 0.9 percentage points to 39.2 percent of mobile subscribers. Game-playing was done by 33.7 percent of the mobile audience, while 28.7 percent listened to music on their phones (up 0.4 percentage points).

Worldwide Mobile Device Sales to End Users by Operating System in 3Q12

Gartner is out with its quarterly report for worldwide mobile device sales by vendor and OS for the third quarter. While reporting an overall 3 percent decline in mobile phone sales, the smartphone category hit 169.2 million units in Q3, a 47 percent increase from the year-ago quarter. While Apple is still third to Samsung and Nokia for total mobile device sales, Samsung and Apple remain the top smartphone vendors collectively, capturing 46.5-percent of the market. Meanwhile, Nokia slipped from No. 3 smartphone vendor in Q2 to No. 7 in Q3. This made room for RIM and HTC behind Apple and Samsung in the third and fourth positions.

With sales of 23.6 million units in the third quarter for Apple (up 36.2-percent year-on-year), Gartner reported Samsung has widened its lead on Apple with almost 55 million smartphones in the quarter and strong demand for its Galaxy line. Samsung once again takes the top vendor position for smartphones with 32.5-percent of the market:

Samsung’s mobile phones sales continued to accelerate, totaling almost 98 million units in the third quarter of 2012 (see Table 1), up 18.6 percent year-on-year. Samsung saw strong demand for Galaxy smartphones across different price points, and it further widened the gap with Apple in the smartphone market, selling 55 million smartphones in the third quarter of 2012. It commanded 32.5 percent of the global smartphone market in the third quarter of 2012.

As for the race between Android and iOS, Gartner’s numbers show Android increased its marketshare nearly 20 percentage points in the quarter to 72.4-percent of the market, up from just 52.5-percent in the year-ago quarter. In comparison, Apple now accounts for 13.9-percent of the market, down from 15 percent last year, but Gartner expects that to change in Q4 thanks to the continuing iPhone 5 roll out:
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The latest marketshare-ish numbers are in for Android and it seems that people continue to update their phones…to Gingerbread. Almost two-thirds of all Android phones hitting the market in the last two weeks are running Android 2.3.x with a significant share—23.1-percent still on Android 2.2 Froyo. Honeycomb, the Tablet-only fix OS, is at around 3.3-percent, while Ice Cream Sandwich is on a scant 2.9-percent of devices including Galaxy Nexus, Acer Transformer Prime, and newly updated HTC Vivid (along with some custom builds and some unlocked manufacturer phones).

The distribution over time (below) is showing the long haul ICS has ahead of it (and do not forget we are likely going to hear about Jelly Bean at Google I/O in June).

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IDC just released its Q4 2011 report on tablet shipments and Apple continues to lead the market with 54.7-percent of global market share despite being down from 61.5-percent in the quarter before. Apple did increase shipments to 15.4 million units in Q4 (up from 11.1 million in Q3), but experienced an overall decrease in market share thanks to strong gains from Amazon’s Kindle Fire and other Android devices from competitors such as Samsung.

Kindle Fire is now the iPad’s biggest competitor with 16.8-percent of the tablet market due to 4.7 million units shipped during Q4, which is followed by Samsung with 5.8-percent of the market (up from 5.5-percent in Q3). IDC noted Apple’s results for the quarter represent “an increase of 110.5-percent from 4Q10.” The Nook Tablet from Barnes & Noble came in fourth, but it fell slightly to 3.5-percent of the market (from 4.5-percent the quarter before). Pandigital took the No. 5 spot, but it is down from 2.9-percent to 2.5-percent market share.

As for iOS vs. Android, IDC is expecting Android to overtake iOS for global market share by 2015 and noted that Android now has 44.6-percent of the market as of Q4 2011. That resulted in a decrease for iOS, which fell from 61.6-percent to 54.7-during the quarter. As we noted before, IDC’s report accounts for tablet shipments and not actual sales. We know Apple typically sells as many new devices as it can make, and the same cannot be said for devices shipped by all Android vendors. Research Director at IDC’s Mobile Connected Devices Tom Mainelli talked about the report:

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[youtube=http://www.youtube.com/watch?v=OWugJcRsHBE]

Baidu is China’s largest search engine with a not-so secret mission to dominate the global market, and while most chuckle at the thought of it surpassing Google, one might be surprised to learn the Mountain View, Calif.-based Internet giant lost 7 percent of its search market share to Baidu last month.

According to the well-regarded statistics firm NetMarketShare, Google dropped 7 percent in Desktop Top Search Engine Share Trend in February while Baidu gained a little over 6 percent. Bing, Yahoo, and other competitors remained stagnant. As seen in the chart below the break, Google and Baidu have paralleled each other in terms of share fluctuations since November 2011.

Beijing-headquartered Baidu offers a range of Web services similar to Google, including maps, news, search ranking, e-commerce, Internet TV, a browser, and a smartphone operating system based on Android OS. The firm is adamant about its business not being a Google-clone, though.

Baidu’s Director of International Communications Kaiser Kuo explained to CNN (in the 2010 video above) that CEO Robin Li actually filed a hyperlink analysis patent before Google’s cofounder Larry Page. The filing indicates Baidu envisioned the future of search long before Google dominated cyber space…

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Samsung Electronics reported a record quarterly profit Friday due to leading sales of high-end phones and a gain from selling its hard-disk drive business.

The South Korean company  posted 5.2 trillion won, or $4.5 billion USD, in quarterly operating profit. The figure pummeled Reuters’ consensus forecast of 4.7 trillion won, where the news wire said actual profit “may rise or fall by 200 billion won from the preliminary figure when the firm provides detailed earnings later this month.”

Reuters further elaborated after the profits were posted that the result would “top Samsung’s previous record profit of 5.0 trillion won earned in the second quarter of 2010 and is up 22 percent from the preceding quarter.”

Meanwhile, Reuters contended, Samsung’s one-off gains predicted for the fourth quarter include the sale of its hard-disk drive business to Seagate Technology that amassed around 500 billion won, and the lowered mobile provisions involving royalty payments…

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TiVo and non-TiVo customers can now experience DVR on their Android-powered devices with the first—and free—TiVo application. Vice President of TiVo User Experience Margret Schmidt tweeted the release of the new app early Jan. 6.

“You can search, browse, discover and share without ever interrupting the show you’re watching,” announced the app’s description on the Android Market. “Quickly surface new content, view guides, schedule and manage recordings, get recommendations, or dig deeper into a particular actor’s entire resume—all using intuitive, gesture-based interaction.”

The app features many options, including: access to the channel guide and ability to record shows without exiting a running program; advanced screening of shows 14 days early; management and scheduling preferences for recordings; and, access to TV, Netflix, Amazon, and Blockbuster streaming content in an integrated view…

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When Barnes & Noble unveiled the new Android-powered Nook Tablet, it was clear it would be a Kindle Fire competitor and not necessarily compete in the broader tablet market. Well we already learned earlier this month that Amazon is set to ship around four million units by the end of 2011, but despite that the Nook Tablet is also posting strong numbers with DigiTimes reporting the company has shipped a million units since launch.

Barnes & Noble should have so far taken delivery of one million units of Nook Tablet PCs from OEM production partners… The market had originally expected Barnes & Noble to pull in orders for 800,000 Nook Tablet PCs before year-end 2011, indicated the sources, adding that the increased orders from Barnes & Noble has strengthened Inventec’s position in the OEM tablet PC segment.

At the beginning of December, research firm IHS iSuppli expected Amazon to take estimated 13.8 perfect share of the global tablet market. At that time, the report had Barnes & Noble at 4.7 percent of the market in comparison to Amazon’s 13.8%. These numbers were of course before we learned the Kindle Fire’s initial shipment numbers today. DigiTimes contributes the increased shipments due to strong sales of the Kindle Fire during the Thanksgiving shopping holiday and in anticipation of the upcoming Christmas holidays. Barnes & Noble could potentially begin to close the gap depending on how it performs against the Kindle Fire in the coming weeks.

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IDC has just released their second quarter results for tablet and eReader shipments as well as an updated forecast for the remainder of 2011. While Apple continued to dominate with 68.3% of the global market during Q2, IDC expects Apple’s share to fall as vendors bring competitive Android devices to market later this year and early next.

The study reports second quarter tablet shipments worldwide increased 88.9% (303.8% year over year) citing robust demand for the iPad 2 and sales of 9.3 million units, leading the firm to raise its estimates for the remainder of 2011 from 53.5 million units to 62.5 million.

From the report:

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comScore has just released their ‘U.S. Mobile Subscriber Market Share’ report for the three month period ending in July. The report once again sees Apple’s market share increasing, this time up 1 percentage point to capture 27% of the market. This is in comparison to Google, who came in at an impressive 15% increase to top the chart at 41.8% market share. They are of course followed by the usual suspects, RIM in third at 21.7% (down 5%), and Microsoft at 5.7% (down 1%).

Apple’s market share among mobile OEMs is also on the increase, growing 1.2% to capture 9.5% of the market. Of course, Samsung (who also increased 1%), still dominates among OEMs with 25.5% of the market. LG comes in at second with 20.9%, followed by Motorola, and Apple.

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The Guardian is reporting Chrome has overtaken Firefox as the #2 browser in the UK. Chrome now has 22% of the market and Internet Explorer, which is currently first, holds 45%. In fourth, Safari has 9% of the market. (via web metrics firm Statcounter) Chrome’s success is due in part to TV advertising. Chrome is Google’s first product advertised in the UK.

Also today, Net Applications is saying Safari now has 8% market share worldwide. (via MacDailyNews) Check out the graph below:

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Samsung, which reported earnings today, also said it would stop reporting sales data and forecasts for its mobile phones and tablets, “probably due to its continuing legal battle with Apple”, analysts tell The Wall Street Journal. The company did not provide phone or tablet sales data in today’s earnings report, the decision Robert Yi, Samsung’s chief of investor relations, said in a conference call with analysts was due to competitive reasons:

As competition intensifies, there are increased risks that the information we provide may adversely affect our own businesses.

And in the earnings release Samsung only wrote that “shipments of mobile handsets increased in the high-single-digit range quarter-on-quarter”. Per latest IDC and ABI Research second-quarter cell phone survey, Samsung shipped…

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