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IDC: Apple continues to gain in PC market share despite year-over-year shipment drop

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IDC has today published its latest report concerning the PC market, and once again, it shows Apple outpacing the rest of the industry, albeit at a slightly slower pace this time around. According to the data, Apple saw its total market share increase during the first quarter of 2016, though it actually saw total sales fall year-over-year.


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IDC: Apple Watch to hold smartwatch lead through 2020 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 competitors begin 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…


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Latest U.S. smartphone market numbers show Apple in the lead, but Samsung is catching up

According to the latest U.S. smartphone market share numbers from Parks Associates, Apple is still well in the lead compared to competing manufacturers, holding a beefy 40% of the smartphone market. But the latest figures also show that Android OEMs are gaining ground on the dominant Cupertino, California-based iPhone maker. Now, Samsung holds around 31% of the market and LG is next in line with 10%…


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IDC predicts Apple Watch sales will hit 45M/year by 2019, still lead smartwatch market

Market intelligence firm IDC is forecasting that annual Apple Watch sales will increase from an estimated 13M units this year to 45.2M units in 2019, representing a compound annual growth rate of 36.5%.

The firm predicts that although Android Wear smartwatches will experience even stronger growth of 80.5%, Apple’s much stronger starting point will see it remain the market leader throughout the four year period. By 2019, IDC says, Apple will have a 51.1% market share, with Android Wear next at 38.8% and smaller platforms making up the difference.

The Apple Watch is described as “the measuring stick against which other smartwatches and platforms are compared,” and is said to have two key advantages over other platforms …


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Mac sales slowest in two years, say researchers, but still well ahead of the rest of the PC industry

While research firms IDC and Gartner disagree on whether Mac sales are falling or rising, they do agree on two things: Q3 Mac sales were at their most sluggish for two years, but still well ahead of the rest of the PC industry.

Ahead of new retina 4K iMac and likley accessories launch next week, IDC estimated that Apple sold 5.3M Macs in Q3 2015, a year-on-year fall of 3.4%. Gartner instead estimated 5.6M sales, representing a 1.5% increase. Both firms did, however, agree on two pieces of good news for Apple … 
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Gartner: Worldwide iPhone sales grew 36% YOY, while Samsung sales fell 5.3%

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New data from Gartner suggests that iPhone sales grew 36% year-on-year, while Samsung’s sales fell 5.3% in the same period. Apple’s market share climbed from 12.2% in Q2 2014 to 14.6% in the same quarter this year. Other winners were Chinese brands Huawei and Xiaomi.

Gartner said that while overall smartphone growth was sluggish, Apple continued to dominate the premium end of the market, with other vendors struggling to compete.

Apple’s double-digit growth in the high-end segment continued to negatively impact its rivals’ premium phone sales and profit margins. Many vendors had to realign their portfolios to remain competitive in the midrange and low-end smartphone segments. This realignment resulted in price wars and discounting to clear up inventory for new devices planned for the second half of 2015 … 


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Kantar: The iPhone’s Q2 market share grew in every country surveyed…except the U.S.

Kantar data suggests that the iPhone increased its market share during Q2 in all of the countries it surveyed bar the USA. Apple’s share of the smartphone market grew in China, Australia and all five of Europe’s largest markets, defying the usual lull in sales seen during the run-up to a new model in September.

Apple iOS returned to growth across all of Europe’s ‘big five’ markets [of] Great Britain, Germany, France, Italy, and Spain,” reported Carolina Milanesi, chief of research at Kantar Worldpanel ComTech.

Kantar surveyed buyers to determine the reasons they selected the iPhone over Android rivals, with owners listing four main factors … 
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Canalys: Xiaomi and Huawei push Apple down into 3rd place in China, but still applying pressure

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Apple has lost its top position in smartphone shipments in China, reports Canalys, falling from the #1 slot it achieved in Q4 of 2014 to #3 in Q2 of this year.

Canalys did not reveal Apple’s market share (a number it would like its clients to pay for), stating only that Xiaomi took the top slot with a 15.9% share, with Huawei close behind at 15.7%. A separate market size estimate from Counterpoint, with similar numbers, suggests that Apple’s market share in the country may have fallen to around 12.2% … 
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Strategy Analytics: iPhone market share climbed from 8.2% to 10.9% year-on-year

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Strategy Analytics has issued its latest estimates of global mobile phone shipments, and reports that Apple’s market share climbed from 8.2% in Q2 2014 to 10.9% in the same quarter this year. Apple revealed in its latest quarterly earnings that it saw iPhone sales climb 35% year-on-year to 47M units.

The research firm said that Apple’s dramatic growth in iPhone shipments contrasted strongly with an overall industry growth rate of just 2% … 
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IDC: Apple snatches 3% of smartphone users from Samsung

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%…
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Report: Apple takes 92% of smartphone market profits on just 20% of sales

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Android may have the market share, but it’s an entirely different story when it comes to profit share: the latest estimates from Canaccord Genuity indicate that Apple takes 92% of the profits for the entire smartphone industry despite accounting for only 20% of sales.

Or, as the WSJ puts it:

Roughly 1,000 companies make smartphones. Just one reaps nearly all the profits.

Samsung took a further 15% of the profits – and if you were wondering how that rather odd math works, it’s because most of the other players make a loss, so the two companies make more profit between them than the smartphone industry as whole … 
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Fitbits are outselling Apple Watches … for now

Bloomberg uses Slice Intelligence data to show that Fitbit is actually still doing well as Apple Watch orders begin to level off from launch day highs. In fact, the data from Slice, however accurate that is, shows that Fitbits are actually outselling Apple Watches.

But it is hard to compare the two: Apple’s costs $350-$400 to start, where Fitbits start at around $55 and only go up to $250.

But the same could even be said for $99 Pebble watches really. Or Android Watches which often start below $99 for certain models.

The flip side however is that people who have an Apple Watch aren’t in the market for a Fitbit, but Fitbit users are prime market for the Apple Watch.

According to Slice, less than 5 percent of people who bought a Fitbit since the end of 2013 have also purchased an Apple Watch. About 11 percent of people who bought an Apple Watch had purchased a Fitbit product over that period.

Also, Apple’s distribution of the Apple Watch hasn’t really even started yet. There’s no Apple Watch at Target, Walmart, Best Buy or any of the big retail chains. In fact, Apple can barely keep up with demand within its own stores.

Apple Watches will also drop in price as new models come out, bringing the price of base models more in line with the competition. It is certainly hard to imagine how Fitbit will keep up as more and more of its market is subsumed by the Apple Watch and its ecosystem, and Fitbit doesn’t appear to want to play nice with Apple. With the fitness tracker maker entering the true smartwatch territory with its $250 Surge, Apple last year returned the favor by removing Fitbit products from its stores.

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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.

While the news may be bad for many smartphone manufacturers, Apple is less likely to be affected as existing owners upgrade from low-end and mid-range handsets to premium ones.

Apple now sells more iPhones in China than in the US, Kantar putting the company’s market share there at 26%. Tim Cook stated in the most recent earnings call that revenue was up 58% year-on-year in emerging markets, Apple also revealing that Chinese App Store sales doubled in 12 months, while online sales in China tripled in the same time.

The company this morning announced a number of new environmental initiatives in the country.

Photo: Darley Shen/Reuters

Report: Phablet market quadrupled in Q1 with iPhone 6 Plus grabbing 44% of the market

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So-called phablets just about quadrupled their marketshare during Q1 of this year thanks largely due to Apple’s first product in the category, the iPhone 6 Plus.

The data comes from Kantar Worldpanel ComTech and shows the phablet market grew to 21% in the first quarter this year, up from just 6% last year. The growth is mostly due to the iPhone 6 Plus, which grabbed 44% of the market during Q1.
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Report: Android switchers drive iPhone growth across EU in Q1, Apple grows to 26% share in China

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New data from Kantar Worldpanel ComTech shows that smartphone users ditching Android devices in recent months helped drive iOS growth across the EU. The data tracked the EU’s biggest markets in 1Q15— Great Britain, Germany, France, Italy, and Spain— and shows iOS grew 1.8 percentage points from last year to 20.3% market share this year. That includes around 32.4% of new Apple customers switching from an Android device, according to the report, while Android lost 3.1 percentage points during the quarter:
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10 reasons why Apple is to blame for the decline of iPad sales

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KGI

It has been a tough slough for Apple’s iPad since the height of its popularity in 2013. Facing its second straight year of negative growth, there isn’t a consensus on why iPad sales have declined. I believe the slump is attributable to a combination of factors.

Apple CEO Tim Cook called the declining iPad sales a “speed bump” last year before the launch of the 2014 models, but we haven’t seen what Apple plans to do to rejuvenate the product. From my point of view, Apple itself has done more to hurt iPad sales than any external factor, such as Microsoft or Google.

But that’s not necessarily a bad thing. Here’s a full explanation of my theory…


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Anticipated iPhone numbers would see Apple threatening Samsung’s smartphone lead

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If Apple does indeed report iPhone sales in line with analyst expectations of 66.5M units, the company could be closing in on the market share lead Samsung has held in the smartphone market since 2011, reports the WSJ.

Research company Canalys notes that Apple’s anticipated growth in iPhone sales coincides with a dramatic drop in sales of Samsung smartphones.

Samsung’s share has been falling, hurt by lackluster sales of its flagship models and the rise of homegrown brands in fast-growing emerging markets. In the third quarter, Samsung shipped about 78 million smartphones, about 25% share of the global market, down from 34% a year earlier, Canalys said.

While that still leaves Samsung well ahead for now, it’s a trendline which could see Apple regain the lead it once held … 
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Popularity of the iPhone 6/Plus sees Apple make market share gains around the world – Kantar

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Worldwide smartphone sales data from Kantar shows that strong iPhone 6 sales helped Apple achieve market share gains in all but one of the nine countries surveyed. iOS increased its market share in the US, UK, China, Australia, Germany, France, Italy and Spain – with Japan the sole exception.

In the US, Apple’s share of the smartphone market jumped 4.3% year-on-year in the three months ending in November to 47.4%. No surprise that the iPhone 6 was the best-selling phone in the country, capturing 19% of all smartphone sales … 
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iPhone 6 Plus captured 41% of all US phablet sales; iPhone 6 best-selling iOS device – Kantar data

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Kantar data shows that the iPhone 6 Plus managed to take a 41% share of all US phablet sales for the August to October quarter, despite only being on sale for a little over one of those months and significant supply constraints.

Unsurprisingly, the smaller iPhone 6 also outsold the iPhone 5s in the same period, taking 33% of all iOS device sales against 26% for the 5s, 18% for the 5c and 10% for the 6 Plus. This is line with multiple sources suggesting a 3-to-1 ratio of iPhone 6 vs 6 Plus sales … 
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IDC: iPad’s first year of decline expected as worldwide tablet growth significantly slows

The latest numbers from market research company IDC reveal that worldwide tablet growth is expected to have significantly declined in 2014, with just 7.2% year-over-year growth compared to 52.5% in 2013. A contributing factor will likely be the iPad’s first year of decline as the tablet’s market share continues to fall because of a growing number of cheaper alternatives.
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Final IDC numbers for U.S. PC shipments confirm Mac hit highest ever market share

IDC has finalized the preliminary PC shipment numbers released last month, confirming that the Mac hit its highest ever share of the U.S. market at 13%. Apple regained the place in lost to Lenovo back in April, moving back into third place behind HP at 28% and Dell with 24%.

Apple reported year-on-year growth of more than 20% in its Q4 earnings report, with Mac sales of 5.52M. In a subsequent interview with the WSJ, Tim Cook asked:

Would you rather own the Mac business or any of the Windows OEMs?

We learned recently that Apple’s share of the worldwide tablet market fell markedly from 29.2% last year to 22.8% this year, thanks to both falling sales and an increase in the number of competitor tablets, especially at the low end. The news was not all bad, however, with U.S. data showing that the iPad continues to dominate web usage, accounting for almost 80% of North American tablet traffic on the web, leaving its three largest competitors all down in single digits.

iOS and Android combine to capture 96% global market share in Q3

The latest numbers from Strategy Analytics reveal that iOS and Android combined to capture 96% global market share in the third quarter. iOS and Android accounted for 12.3% market share and 83.6% global market share respectively for the three-month period ending September. Those figures arrive just one day after the research firm reported that Chinese company Xiaomi has become the third-largest smartphone maker in the world.

Android continued to be a dominant player in global smartphone operating system market share, increasing its lead over iOS by three percentage points compared to the year-ago quarter. Apple’s mobile operating system held 12.3% market share during the third quarter, trailed by Windows Phone (3.3%) and BlackBerry (0.7%). Other mobile platforms accounted for less than 0.1% market share.
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Apple enters top 5 PC vendors worldwide by shipments, takes third domestically

New IDC numbers released today reveal that Apple has jumped into the top five PC vendors worldwide by shipment this quarter, with Mac shipments coming in at 4.9 million units for 6.3% market share. That’s a year-over-year growth of just under 9%. Lenovo and HP held the top two slots with 20% and 18.8% respectively.

The same report indicated that the Cupertino company had held steady in third place for domestic shipments. With 2.26 million Macs shipped within the United States, the company was able to grab 13% marketshare. The domestic year-over-year growth came out to 9.3%. Apple was beat out by Dell with a 24% share, while HP held the top position with 27.%.

Apple will be announcing several new products next week, including new iMacs, which should provide a boost for Q4 shipments.

iOS holds two-thirds of enterprise market, but drops five points to Android

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The latest enterprise market share data from Good Technology shows that iOS holds two-thirds of the market, at 67 percent, but has dropped five points to Android – which increased its share to 32 percent. Windows Phone remains flat (and irrelevant) at just 1 percent. (BlackBerry data is not included as the company uses its own servers and activations are invisible to Good Technology.) 
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