Apple Represents the Majority of Non-Android Smartphones in China

Market Realist ^ | January 14, 2016 | By Adam Rogers

[Swordmaker]

Android accounts for 81% of China's smartphone sales in 4Q15

According to a report from Stifle, Google's (GOOGL) Android accounted for 81% of overall smartphone sales in China (PGJ) for the quarter ended December 2015, compared to 82.5% in 4Q14 and 88% at the end of 3Q15.

Enlarge Graph

As seen in the above chart, non-Android smartphone shipments increased substantially to 24.3 million units in 4Q15 from 18.3 million units in 4Q14 and 14.5 million units in 3Q15.

Apple's (AAPL) flagship product, the iPhone, makes up the majority of total non-Android phones sold in China. According to Kantar WorldPanel, BlackBerry (BBRY), Windows (MSFT), and Tizen constitute 2.5% of China's smartphone sales. Research data suggests that Apple accounts for 90% of non-Android smartphones in China. Growth in China's non-Android smartphone sales can also be attributed to Apple's sales expansion.

Will Apple beat supply chain concerns in 4Q15?

Apple's CEO (chief executive officer) Tim Cook said in September 2015 that the company would exceed its target of 74.5 million iPhone unit sales in 4Q15. However, there were a number of investment companies that stated Apple would cut orders from suppliers and post lower iPhone sales in 4Q15 and 1Q16.

Apple's share price has fallen 15% since December 1, 2015, from $117.34 to $99.96 on January 12, 2016, on supply chain rumors. According to Stifle analyst Aaron Rakers, China's non-Android smartphone sales, mainly consisting of the iPhone, rose 33% YoY (year-over-year) in 4Q15. (Emphasis mine - Swordmaker)

Apple's rival Samsung (SSNLF) has told investors to brace for poor smartphone performance driven by increased competition.

[Swordmaker]

Contrary to the FUD spreading pundits, Apple's iPhone sales in China last quarter actually increased by approximately 33% instead of declining! Combined with the boom quarter from Taiwan Semiconductor Manufacturing Co. (TSMC), the company that Makes Apple's A9 processors, this should lay to rest the claims that Apple's iPhones had a lower than expected sales quarter which has lead to AAPL stock malaise because of FUD RUMOR about poor Chinese sales and production cuts based on innuendo. -- PING!

Pinging ThunderSleeps for Android list.

Non-Android Smartphone sales in China Per Quarter
Ping!

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