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Android and Apple Eat Into RIM and Microsoft Smartphone Marketshare
Market research company comScore their latest estimates of market shares taken by the main players on the mobile market. Apple’s share continues to slowly move upward with 11.2 percent of all U.S. Mobile Subscribers.
Leave a commentiOS dominates mobile shopping with 92% of market
A study by retail analysis firm RichRelevance released on Friday notes that Apple's iOS dominated mobile online shopping in 2011, holding just over 92 percent of the market, reports Market Watch. iOS users spend 19 percent more than those using Google's platform on mobile purchases.
The study has analyzed 3.4 billion shopping sessions between April and December 2011. The iOS devices share in mobile sales grew from 88 percent in April to over 92 percent in December. This proves that Apple's iOS growth continues to lead the market in many ways including online browsing.
“The numbers across our retailing partners sites demonstrate just how powerful the iOS platform is enabling mobile web shopping and, while still below 5 percent in total conversion, mobile traffic’s doubling in eight months is a trend we only see accelerating,” said Rich Relevance CEO David Selinger.
Dominant U.S. App Store may be surpassed by China in 2012
According to a new study released by market research firm Distimo, despite the proliferation of handsets running Google's Android OS, which now accounts for 53 percent of the mobile smartphone market, Apple's U.S. App Store remains the top marketplace for mobile downloads. But Chinese App Store sales continue to grow and may even bypass Apple's U.S. App Store numbers in 2012.
Over the course of 2011, Apple's iPhone app sales saw a steady decline month-to month, though Distimo blames the lull on the later than usual release of the iPhone 4S. The lowest point of the year occurred in September when anticipation for the 4S was highest, and was followed by a spike upon the handset's debut. Peak revenue for the U.S. App Store came a little over a month after the newest version of Apple's smartphone was released. The same "anticipation effect" was seen in app sales for the iPad, as downloads declined in January and February only to pick up steam after the iPad 2 was released in March.
China now demonstrates a strong increase in downloads through 2011 and may surpass the U.S. App Store in 2012.
Apple selling record 30 million iPhones in December quarter
UBS (Investment Firm) analyst Maynard Um now believes Apple will sell as many as 30 million iPhones in the December quarter, up from a previous estimate of 28 million. The firm changed its expectations for the iPhone sales because of AT&T's announcement that it expects its best smartphone quarter ever thanks to the iPhone 4S.
The firm didn’t change its predictions for the iPad. It still expects that Apple will sell 12 million units in the fourth quarter of 2012 and may achieve 13 million iPads because of seasonal boost during the holidays. UBS numbers are quite conservative due to its belief that "there might be a slight shift in consumer preference to the company's Macbook computers." Um said customers may not be able to buy multiple Apple products simultaneously and could instead elect to purchase larger ticket items with more functionality.
In light of the expected iPhone upside, UBS raised its revenue estimates to $38.5 billion, up from $37.2 billion. The firm now expects earnings per share to reach $9.90, compared to a previous projection of $9.47. For fiscal 2012, Um sees Apple bringing in $142.7 billion in revenue and $35.83 EPS.
Analysts See iPhone 4S Supply Constraints Throughout Holiday Quarter
Fortune has analyzed two reports and suggests now that Apple may be experiencing some supply constrains on the iPhone 4S throughout this holiday quarter. The company, no doubt, works hard to stock-pile necessary number of the iPhone 4S that will allow Apple to meet customer demand for its newest smartphone, as well as shipping estimates of iPhone carrier partners during this quarter, but Apple may be having some trouble meeting its own production goals for the device that will result in supply constrains.
The first report, from Rodman and Renshaw analyst Ashok Kumar, alerted the company’s clients about the iPhone 4S production constrains, citing that shortages of an unidentified "key component" for the iPhone 4S that is holding back production. Kumar says that Apple has four million iPhone 4S not sold in the prior quarter. Taking into account there numbers, he suggests that Apple may sell 30 million iPhones during this quarter, though the company won’t be able to completely satisfy consumer demand.
The second note comes from Susquehanna Financial's Jeff Fidacaro. He also says that the main problem for Apple in this quarter is "supply constraints". As a result, we see reduction in quarterly iPhone sales of about three million units, moving from 26-28 million units to 23-25 million units.
Apple Ranks as Fifth Most-Visited U.S. Online Retail Site on Black Friday
The well-known market research firm comScore today released data on U.S. sales for Black Friday. The report shows that customers spent $816 million, up 26% over last year's numbers. Apple’s online store became the fifth most-visited online retailer in the country on Black Friday behind Amazon, Walmart, Best Buy, and Target.
Fifty million Americans visited online retail sites on Black Friday, representing an increase of 35 percent versus year ago. Each of the top five retail sites achieved double-digit gains in visitors vs. last year, led by Amazon. Walmart ranked second, followed by Best Buy, Target and Apple.
“Each of the top online retailers generated significantly greater Black Friday activity compared to last year,” added [comScore chairman Gian] Fulgoni. “Amazon.com once again led the pack, with 50 percent more visitors than any other retailer, while also showing the highest growth rate versus last year. However, it is telling that the top multi-channel retailers also showed strong growth in visitors, demonstrating the importance of the online channel to the retail industry as a whole.”
Mac passes five percent global market share
According to a new analysis, first time for 15 years Apple’s worldwide share of PC market passed 5 percent up from 4.7 percent in June and 4.4 percent a year ago. Analyst Charlie Wolf of Needham & Co. reported that in the third calendar quarter of 2011 Mac shipments outpaced the PC market for the 22nd straight quarter. Apple’s growth was 24.6 percent, while growth in total PC shipments was 5.3 percent. During this quarter Apple sold 4.89 million Macs, there are the record numbers of Mac sales.
"More impressively, the growth in Mac shipments in the past year represented 20% of the growth in worldwide PC shipments," he said. To further put things into perspective, Wolf noted that Apple's September quarter Mac shipments exceeded annual Mac shipments for all years prior to 2006.
Mac shipments significantly increased in both the home and business markets. In home market Mac shipments showed 25.6 percent growth, while the overall increase was only 4 percent. Shipments to the business market were an impressive nine times the market pace: 43.8 percent versus 4.8 percent. Wolf suggested that Mac success could be attributed to halo effect from the iPad and iPhone.
However, Apple didn’t show great performance in the education and government markets. In the third calendar quarter of 2011 Mac shipments to education customers for the quarter grew on 2.9 percent, compared to 16.9 percent for the PC market. Such situation might be caused by the iPad cannibalization of the education market.
Apple's October Mac Sales Lining Up for Record 5 Million+ Units in Quarter
According to a new research carried out by Piper Jaffray analyst Gene Munster, Apple’s October Mac sales in the United States were up 19% year-over-year. That means that the company could reach analysts’ expectations and sell 5.1-5.3 million units for the full quarter.
Analyst Gene Munster with Piper Jaffray shared the latest domestic sales data from the NPD Group on Monday, which showed Mac sales up 19 percent year over year in the month of October. As sales continue to pick up leading up to Christmas, he sees Apple selling between 5.1 million and 5.3 million Macs during the December quarter.
Those numbers would represent year over year growth of between 23 percent and 28 percent. Consensus on Wall Street has called for Apple to report sales of about 5.2 million Macs during the quarter.
Last quarter Apple managed to sell 4.89 million Macs. These very numbers spurred analysts to push their Mac estimates to over 5 million.
Unfortunately, the iPod shipments in the United States are continuing to decrease. In October the iPod sales were down about 18% year-over-year. That might be connected with the fact that more and more consumers prefer to use smartphones for portable music needs rather than music players. Nevertheless such decline is smaller when it was expected. Analysts predicted a 20% drop for this quarter. That is why Munster suggests that Apple may sell approximately 16 million music players in for the full quarter.
Nielsen: Android And iOS Hold The Lead On The Smartphone Market
Today research company Nielsen its survey on mobile users for the third quarter, which confirmed that Android and iOS remain two main player on the smartphone market. Android platform increased its share of the US smartphone market by 4%, from 39% to 43%. During the same period iOS remained flat with 28% share.
Tests Showed That Siri Doesn’t Consume Much Network Data
Siri, exclusive to iPhone 4S digital assistant, requires a network connection to interact with Apple cloud in order to get answers, the company said at the iPhone 4S unveiling. In order to find out how much traffic does Siri consume, Ars Technica eleven tests, using Siri to make five network operations such as searching information on Wolfram|Alfa and other sources and six local tasks, including setting up reminders, alarms, dictation and other.
Nearly All Apple Hardware Costs More Than the Average PC
In October 2008, long before the iPad made its debut, then Apple CEO Steve Jobs said this:
There are some customers which we chose not to serve. We don’t know how to make a $500 computer that’s not a piece of junk, and our DNA will not let us ship that. But we can continue to deliver greater and greater value to those customers that we choose to serve. And there’s a lot of them. We’ve seen great success by focusing on certain segments of the market and not trying to be everything to everybody. So I think you can expect us to stick with that winning strategy and continue to try to add more and more value to those products in those customer bases we choose to serve.
But Apple finally launched a $500 computer - the iPad. The least expensive model costs $499. But the iPad average selling price for the three calendar quarters of 2011 was $628 that is more than the average price of Windows PC. For the same period the iPhone ASP was $653.
These numbers prove that the average selling price for all three Apple’s most profitable categories – the Mac, the iPhone and the iPad – is higher than average selling price of Windows PC that sold at U.S. retail (for the first three quarters of 2011) for $491.
Samsung Dethrones Apple As The Largest Smartphone Manufacturer in Q3 2011
According to , Apple has been dethroned by Samsung one quarter after the company became the largest smartphone manufacturer in the world. As a person familiar with the situation said, Samsung shipped over 20 million smartphones in third quarter, beating Apple as well as the largest cellphone manufacturer Nokia.
73% of iPhone 4S buyers are upgraders, 19% chose 64GB model
A new survey conducted among customers waiting in line at Apple Store to purchase the new iPhone 4S demonstrates that nearly three-quarters are upgrading from a previous version of the iPhone. Investment firm Piper Jaffray polled 550 people at Apple retail stores and found out that 73 percent of iPhone 4S buyers are upgrading from a previous version, compared with 77 percent for the iPhone 4 launch in 2010, 56 percent in 2009, and 38 percent in 2008.
The results of the survey also demonstrate that 19 percent of the first-day buyers preferred to purchase the new high-capacity 64GB iPhone 4S model, which costs $399, while the most part of customers (49%) chose 16GB iPhone 4S for $199 and 32% purchased 32GB iPhone 4S for $299. Last year numbers for the iPhone 4 were different: 54 percent customers preferred to buy 32GB model while 46 percent – 16GB model.
Analysts expect that Apple have sold between 2 million and 2.5 million iPhone 4S units over this launch weekend. If it is true, so that is a new record for Apple that beats the company's previous record of 1.7 million iPhone 4 units sold in 2010.
Updated MacBook Pro Models Can Be Released Soon
As 9to5Mac , all current models of MacBook Pro line are constrained and new part numbers for models with 17, 15, and 13 inch screens sizes appeared in Apple’s inventory system. Last month it was reported that Apple planned to increase processor speeds across all current MacBook Pro models.
AT&T sold 200,000 iPhone 4S in just first 12 hours
AT&T has officially announced that they have processed 200,000 pre-orders for the iPhone 4S. It looks like new Apple smartphone is the most successfully launched iPhone yet. These 200,000 orders only come during the first 12 hours of sales
AT&T has seen extraordinary demand for iPhone 4S with more than 200,000 preorders in the first 12 hours alone, the most successful iPhone launch we’ve ever had. It’s obvious customers like AT&T’s 4G network, which is the only one that lets their iPhone download twice as fast and talk and surf simultaneously.
These numbers don't include Apple's own online pre-orders or the orders through Verizon Wireless and Sprint.
The iPhone 4S officially launches on Friday, October 14th.