IDC Stories May 3, 2018

Smartphone market leader Samsung saw its market share fall 2.4% year-on-year in the first quarter of this year, reports IDC, despite launching its flagship S9 and S9+ handsets earlier than usual.

IDC does, however, note that the bulk of S9/S9+ sales will fall into Q2 …

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IDC Stories May 19, 2016

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Shipments of Chromebooks outpaced Macs in the US for the first time in Q1 2016, that’s according to data from IDC shared during a session at Google’s I/O developer conference today.

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IDC Stories March 17, 2016

IDC: Apple Watch to hold smartwatch lead through 2019 as Android Wear closes gap

IDC’s latest report is out today with new estimates based on worldwide wearable shipments, and in it is a prediction that Apple Watch will hold the market lead this year and through 2020 as Android Wear begins to close the gap.

While the report shows estimates based on overall wearable shipments, which IDC says will go from 72.2 million last year to 100 million in 2016 for watch and wristband products, it also shows a breakdown of estimates for leading smartwatch platforms by operating system…

IDC Stories December 2, 2015

Pixel-C-Keyboard

Market intelligence company IDC predicts that the worldwide tablet market will continue to decline, with the category as a whole falling 8.1% over the course of this year – and Android seeing the greatest drop in share over the next few years. Android will, however, remain the market leader through 2019.

The greatest growth, it suggests, will come in the so-called ‘detachables’ segment – tablets with detachable keyboards – where Windows is predicted to see substantial growth …

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IDC Stories August 25, 2015

IDC: China slowdown cuts smartphone forecast, Android will continue to hold lead through 2019

IDC released an updated forecast today lowering its expectations for worldwide smartphone shipments this year with a continuing slowdown of growth in China cited as the biggest contributor to the lower than expected shipments. It also shared some insight into the future of Android, expecting its current 81% share of the global smartphone market as of 2015 to hold strong through 2019, citing continued price sensitivity in the markets with the biggest growth potential (read: China, India, and everyone else in the Asia-Pacific region).

IDC Stories August 19, 2015

Screen Shot 2015-08-19 at 11.53.55 AM Vice president of market research firm IDC Bryan Ma speaking to CNBC last week after Samsung’s unveiling of the Galaxy Note 5 and Galaxy S6 Edge+:

If you look at the rest of the Android space, admittedly even the stuff they announced last night, it kinda just blends in with the rest of the market. I don’t know if there was that much that differentiated it from the rest of the pack aside from some minor features. And that’s what’s hitting other players like HTC… It’s really just the case where a lot of these products are becoming a lot of the same thing.

I’m not trying to be a negative nancy here, but to prove Ma’s statements here look no further than the “leak” of a purported new HTC phone that spread around the blogosphere this morning (mockup turned out to be one that popular leaker @evleaks created back in 2013). 6-inch display, 4GB RAM, 3,500mAh battery capacity, water-resistance, extremely thin bezel, similar rear design to every other flagship HTC smartphone from the past few years — nothing outlandish, nothing hard to believe.

And that’s kind of the point. It’s so easy to make up a spec sheet like this out of thin air, and there wouldn’t be many around to doubt that HTC might make another phone with just marginal changes. I could have made up a spec sheet in real-time as I wrote the post about it and mine would’ve been similar to the one that spread around this morning.

Not that this lack of annual user-facing revolutionary hardware changes is a bad thing…. expand full story

IDC Stories July 29, 2015

IDC Tablets

While Apple’s iPad continues to lead the tablet market, according to new data from IDC, its marketshare has dropped a few points year-over-year, and the overall market for tablets saw negative growth, based on units shipped globally. That’s according to second quarter 2015 unit shipments and marketshare over the same quarter a year ago, as Apple shipped 10.9 million units versus 13.3 million units during the second quarter of 2014. While the iPad continues to lead in the tablet space, IDC’s data shows Apple’s market share dropping nearly 3 points from 27.7% to 24.5%.

Samsung, the number two player in the tablet space, similarly saw declines in both units shipped and market share from Q2 2014 to Q2 2015. The Korean company slipped by a million tablets during the quarter year-over-year, falling from 8.6 million units to 7.6 million units, while its market share dropped a point from 18% to 17% … expand full story

IDC Stories July 23, 2015

Worldwide Smartphone Market Posts 11.6% Year-Over-Year Growth in Q2 2015, the Second Highest Shipment Total for a Single Quarter, According to IDC - prUS25804315 2015-07-23 11-00-04

IDC has just released its smartphone market share data for Q2 2015, and at least one thing is clear: Samsung is still struggling, and Apple is still doing really well. The Korean company’s smartphone market share dropped from 24.8% to 21.7% year-over-year, a 3.1 percentage point drop. Conveniently, while other manufacturers made gains as well, Apple’s numbers are up about the same number — 2.4 percentage points year-over-year to 14.1%… expand full story

IDC Stories May 11, 2015

China approaches smartphone saturation point, shipments fall as penetration hits 90% – IDC

China – long viewed as one of the key growth markets for smartphones – is now approaching saturation point, according to data being released today by IDC. The WSJ reports that smartphone shipments fell for the first time in six years, 4.3% down year-on-year in the previous quarter. Other sources say sales are still growing, but at a much-reduced rate.

Experts say the slowdown is largely driven by the disappearance of China’s first-time buyers. Smartphones now have a more than 90% penetration rate in China, said Tom Kang, research director with market-research firm Counterpoint, meaning just about everybody in China who wants a smartphone already has one. “China is now a replacement market,” Mr. Kang said.

Even local brands like Xiaomi are finding it tougher to compete, say analysts, while Samsung fell from the best-selling brand in China a year ago to fourth place today. Samsung was, however, upbeat about its prospects in the country.

“While there are signs that the explosive growth of smartphones in China will slow this year, the vast majority of China’s 885 million mobile users are using low-end and mid-range smartphones,” Samsung said in a statement. “This leaves plenty of room for upgrades to high-end phones as China’s market matures.”

Android manufacturers are also facing increased competition in China from Apple, which recently hit 26% market share.

Photo: Darley Shen/Reuters

IDC Stories February 24, 2015

IDC just released its latest numbers on the top smartphones by operating system showing Android and iOS continue to collectively dominate the market with both experiencing growth during 2014. Together, iOS and Android grabbed 96.3% of all smartphone shipments, which IDC points out is up from 95.6% in 4Q13 and from 93.8% in calendar year 2013.

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IDC Stories February 17, 2015

xiaomi-phones

According to the latest numbers from IDC, Xiaomi—the rising star of the smartphone industry—has managed to pass up Samsung in China. In 2013, Xiaomi trailed Samsung’s almost 19% market share by a solid 13 percentage points (at just 5.3%), and was only the 5th largest maker of smartphones in China. Things changed in 2014. Last year, Xiaomi finished off with 12.5% of the market, almost a half-point more than Samsung at 12.1%, taking the top spot and passing not just Samsung, but Lenovo, Huawei, and Coolpad as well…

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IDC Stories February 2, 2015

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IDC is out today with its numbers on tablet shipments for Q4 2014 showing Apple & Samsung remained on top of the market both last quarter and throughout 2014 despite a slight drop in overall market share.

Apple sold 21.4 million iPads during the holiday quarter last year, which gave the company around 28% market share compared to 33% with 26 million units sold during the same quarter last year. Apple beats out number two Samsung, according to IDC, which grabbed 14.5% of the market in Q4 with 11 million units shipped. Samsung also dipped in overall market share from 17.2% with 13.5 million units shipped in the year ago quarter. expand full story

IDC Stories November 30, 2014

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According to the latest data from IDC, Google, for the first time ever, has overtaken Apple in United States schools. The research firm claims that Google shipped 715,000 Chromebooks to schools in the third quarter, while Apple shipped 702,000 iPads to schools. Chromebooks as a whole now account for a quarter of the educational market (via FT).

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IDC Stories August 14, 2014

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IDC released its second quarter report for worldwide smartphone shipments by operating system today and in it noted iOS and Android accounted for 96% of the global market. That number, however, comes only as Android grew on the strength of higher sales of low-cost devices abroad. expand full story

IDC Stories July 29, 2014

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Following releasing its second quarter data for tablet shipments worldwide, IDC today released its Q2 2014 report for smartphone shipments during the three month period that ended in June. The numbers line up with Apple’s fiscal Q3 earnings call that took place earlier this month where the company reported iPhone sales of 35.1 million units for the quarter. With 295.3 million units shipped total during Q2, IDC notes that both Samsung and Apple lost share to the smaller Chinese manufacturers: expand full story

IDC Stories February 12, 2014

IDC-Q4-2013-smartphones-02

Research firm IDC is out today with its latest report on the worldwide smartphone market highlighting shipments and marketshare by operating system for last quarter and all of 2013. Together Android and iOS made up around 95.7% of all smartphone shipments in the last quarter of 2013 (up from 91.2% in the year ago quarter), but the real story is how much Android has grown compared to iOS. As of last quarter, Android made up almost 80% of that 95.7% and shipped close to 800 million of the billion smartphones shipped during 2013.  expand full story

IDC Stories January 28, 2014

A billion smartphones were sold last year, says IDC

Image: theguardian.com

A billion smartphones were sold in 2013, according to IDC data, the first time the milestone has been hit. The number represents one smartphone sale for every seventh man, woman and child on the planet.

IDC says that price has been the main driver for growth, putting yesterday’s market share stats into perspective.

Markets like China and India are quickly moving toward a point where sub-$150 smartphones are the majority of shipments

IDC Stories August 5, 2013

IDC-tablet-market-Q2-2013

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. expand full story

IDC Stories January 25, 2013

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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.  expand full story

IDC Stories November 14, 2012

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: expand full story

IDC Stories November 2, 2012

Samsung’s Galaxy Note II hits 3M in sales since launch

Samsung announced today that it sold roughly 3 million Galaxy Note IIs since the phablet launched over a month ago.

The company specified to the Associates Press (via USA Today) that it took just 37 days to hit the sales figure:

The South Korean firm is pinning its hope on the Note II and the S III to maintain its market lead during the crucial fourth-quarter holiday season, when a number of new gadgets are vying for attention from consumers in the crowded market.

A new report by IDC gives support to Samsung’s unverified claims: the research firm revealed Samsung sat at No. 1 in terms of the global smartphone market for Q3 2012 with 56.3 million sales—doubling Apple’s 26.9 million in iPhone sales.

IDC is out with its latest report that covers the top six smartphone operating systems by shipments and market share during Q3 2012. In the study, IDC found Android on nearly 75 percent of all smartphones shipped during the quarter, giving Android 136 million units of the 181.1 million total smartphones shipped during Q3 2012. That accounts for 91.5-percent year-over-year growth, beating out 57.3- percent year-over-year growth for Apple, and an average market growth of 46.4-percent. Apple shipped 26.9 million iPhones, in comparison, giving the company 14.9-percent of the market in the third quarter. Samsung is once again the top Android vendor:

Android, having topped the 100 million unit mark last quarter, reached a new record level in a single quarter. By comparison, Android’s total volumes for the quarter were greater than the total number of smartphones shipped in 2007, the year that Android was officially announced. Samsung once again led all vendors in this space, but saw its market share decline as numerous smaller vendors increased their production.

iOS was a distant second place to Android, but was the only other mobile operating system to amass double-digit market share for the quarter. The late quarter launch of the iPhone 5 and lower prices on older models prevented total shipment volumes from slipping to 3Q11 levels. But without a splashy new OS-driven feature like Siri in 2011 and FaceTime in 2010, the iPhone 5 relied on its larger, but not wider, screen and LTE connectivity to drive growth.

IDC Stories May 1, 2012

Following IDC’s report this morning that highlighted Apple’s continued growth among mobile phone marketshare worldwide, while coming second to Samsung in global smartphone marketshare, research firm comScore just released its numbers for United States mobile subscribers for the three-month period ending March 2012.

According to comScore, Apple posted impressive growth during the quarter with 30.7-percent marketshare among smartphone platforms in the U.S (up from 29.6-percent). Increasing from 47.3-percent in December 2011 to 51 percent in March 2012, Android was able to grab the top position for platforms during the quarter. Growth for Android and iOS continues to come at the expense of RIM. The company grabbed just 12.3-percent of the platform market in March, which is down from 16 percent in December 2011. Microsoft also lost marketshare with 3.9-percent, which is down from 4.7-percent… expand full story

Today, research firm IDC published its Q1 2012 report of top mobile phone and smartphone shipments worldwide. While Apple was able to post impressive growth with a high of 8.8-percent of the total mobile phone market (up from 4.6-percent a year ago) and 24.2-percent of the global smartphone market (up from 18.3-percent), Samsung was able overtake Apple for the top spot with a year-over-year change of 267 percent and 29.1-percent of the total smartphone market. Samsung also took the top spot of global mobile phone marketshare from Nokia for the first time since 2004.

Meanwhile, the worldwide smartphone market grew 42.5% year over year in 1Q12, as Samsung overtook Apple for the smartphone leadership position. Vendors shipped 144.9 million smartphones in 1Q12 compared to 101.7 million units in 1Q11. The 42.5% year-over-year growth was 1% higher than IDC’s forecast of 41.5% for the quarter, and lower than the 57.4% growth in the fourth quarter of 2011

In terms of shipments among smartphone vendors, Apple took the second spot behind Samsung up from 18.6 million units in Q1 2011 to 35.1 million in Q1 2012. Apple was only behind Samsung with 42.2 million units shipped, up from just 11.5 million a year ago.

The company does not publicly release shipments from Samsung, and IDC’s number of 42.2 million smartphones shipped during Q1 is significantly more than the 32 million estimated by IHS iSuppli just days ago. If IHS’s estimate were correct, it would put Samsung much closer to the 35.1 million devices Apple confirmed it shipped sold during the quarter.

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IDC Stories March 13, 2012

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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IDC Stories September 15, 2011

Android is the dominant smartphone platform pretty much everywhere, but nowhere is Google’s lead more evident than in Taiwan, the country traditionally on the bleeding edge of technology. According to the Asian trade publication DigiTimes which cited the latest data from IDC, the 990,00 smartphones accounted for half the 1.97 million cell phones shipped in Taiwan during the second quarter of this year.

Taiwan will probably become the first country where all phones will eventually become smartphones as shipments of feature phones dropped 17 percent sequentially and 32 percent annually: As for Android:

Android-based smartphones accounted for over 70% of all smartphones sold in Taiwan in the second quarter, followed by iOS and Symbian models, the data showed.

Mind you, this isn’t the Android-iOS monopoly any more, this is a Windows-type monopoly and it’s unfolding in Taiwan before our very eyes. Makes you wonder if that’s a sign of things to come elsewhere in the world. The gap between Android and iOS in Taiwan is unheard-of. And with just 30 percent of smartphones divided between iOS and Symbian, Apple’s platform is likely far behind Android in Taiwan. Of course…

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IDC Stories September 14, 2011

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: expand full story

IDC Stories August 1, 2011

If you deemed the nearly 20 million smartphones Samsung shipped in the June quarter an impressive figure, brace yourself for even more extraordinary achievement in the second half of 2011 as DigiTimes reports that Samsung “has placed orders for 30 million touch sensors used to make four-inch AMOLED screens”. Suppliers Chunghwa Picture Tubes and others are said to be the prime beneficiaries of Samsung’s booming smartphone business. Of course, Samsung sources touch sensors from other suppliers so their final order may well exceed the quoted figure. As evident in the below chart from Asymco’s Horace Dediu, the Korean company’s been growing at an exponential rate, eclipsing Apple’s 142 percent annual growth in iPhone shipments.

The company, however, all but displaced Apple, which just toppled Nokia to become the world’s leading smartphone vendor. Being the leading Android backer, Samsung’s success has helped the Google operating system reach more than 50 percent platform share of all smartphones, more than double the iOS share of 19 percent, per latest Canalys survey. That said, it’s entirely plausible that this year Samsung could overtake Apple and become both the world’s leading smartphone vendor, while Apple remains the industry’s leading player in terms of revenues and profit. Also notable, a  gap between Samsung and market leader Nokia is narrowing fast…

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IDC Stories June 21, 2011

While we’re at it, check out the sharp decline of RIM’s once powerful BlackBerry platform.

It’s always a good idea to take whatever analysts are predicting with a healthy dose of skepticism. That said,  Needham’s Charlie Wolf cites IDC data that portrays Android as losing ground to iOS in America. Android, of course, is the country’s leading smartphone platform which in the first quarter grabbed a whopping 49.5 percent of the smartphone market while Apple’s iPhone had 29.5 percent. The momentum cannot continue forever so it’s little surprise then that Android controlled 52.4 percent of the market in the quarter-ago period. Fortune’s Philip Elmer-DeWitt calls this Android’s “first sequential loss ever in any region of the world”, quoting Wolf’s Monday note to clients:

In our opinion, this is just the beginning of Android’s share loss in the US. The migration of subscribers to the iPhone on the Verizon network should accelerate this fall when Apple coordinates the launch of iPhone 5 on the GSM and CDMA networks. The iPhone could also launch on the Sprint and T-Mobile networks.

It looks like ol’ Charlie’s trying to offload some AAPL shares. He argues that… expand full story

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