Posted on 08/03/2010 10:58:40 AM PDT by SmokingJoe
What the numbers say
Android’s market share grew by an amazing 886% in the second quarter of 2010 compared to the second quarter of 2009. And as exciting as that sounds, it was pretty much to be expected. Back in Q2 2009 Android had 2.8% of the smartphone market. You can only go up from such a measly number, basically.
This time last year, Android was on just over a million of the handsets sold. And almost all of those sales were made up by the HTC Dream/G1. Android 1.5 was released during that second quarter of 2009, but by the end of June only two devices were running the new OS version, the Samsung i7500 Galaxy and the HTC Magic. Arguably, neither Android 1.0 nor Android 1.5 were anything close to final, stable versions of the OS despite their numbering. It was only with 1.6 that came out in September last year, when the OS started to look good enough for mass adoption, and that’s when many new devices started to show up, and Android’s growth rate started surging.
Today, Android is only 0.9% away from RIM’s BlackBerry OS, and if the current trends continue, will overtake it in Q3. Which is not a small achievement by any standard. RIM’s OS was holding that second position since Windows Mobile started to go down a long, long time ago (in mobile device years, anyway).
We’ve clearly not seen the peak of the Android platform yet. How much it can still grow from this point on is anybody’s guess, but it has absolutely grown up this year. My guess is that it won’t peak in 2010.
(Excerpt) Read more at unwiredview.com ...
I would love to see a pic of a Macbook pro with no page up / down keys. That would be very interesting.
Chortle!
Will you excuse me while I laugh?
Apple Q1 iPhone sales = 8.75 million
Apple Q 2 iPhone sales = 8.4 million
http://eurekatips.com/2010/04/20/apple-earnings-q1-report-2010-iphone-mac-sales/1246/
What is “abnormally low” about Q2 iPhone sales?
Meanwhile, Android outsold the iPhone in the US in Q1 anyways:
Android Surpasses iPhone’s Sales for Q1'2010
http://gizmodo.com/5535502/android-surpasses-iphones-sales-for-q12010
The iPhone is STILL getting clobbered by Android but good, no matter how you wiggle, twist and turn.
“That's Android devices. Android is going into phones, tablets, media players and e-readers. “
Ummm..no.
How many Abdroid tablets have you seen being sold. Canalys, NPD, Gartner, IDC and even Comscore all have Android SMARTPHONES clobbering the iPhones. There is no mention of Android tablets, media players or whatever.
Your desperate reaguard action is looking more luaghable by the minute.
” iOS has three devices: iPhone, iPad and iPod touch. How many have those sold? “
Umm..all these figures we've been getting from Canalys and every smartphone tracking outfit are for smartphones. No one has mentioned any tablets which are tracked seperately.
“Still, using your numbers, several phone manufacturers across all carriers only managed to get less than double what one manufacturer got on one carrier. Not all that impressive.”
Using my numbers, a company that only entered the ssmartphone business just 2 years ago, and only had a markettshare of a tiny 2.8% a year ago in Q2, has managed to swiftly overtake the iPhone, which a year ago was being hailed as the next dominant force in smartphones. VERY impressive!
In addition, Androids manged to garner a mind blowing 886% increase in sales in just one year. SUPER impressive.
Its great fun watching the Applebots wiggle and squirm and eat sour grapes and come up with laughably pathetic excuses. Oh happy days!
Yeah?
Did they stop selling iPhone 3’s in the rest of the world (or the US) for Q2? Nope.
Not to mention, the very hot selling Moto Droid X didn't count for Q2 for Android either. Plus hot new Androids from Samsung etc were only just coming out at the very end of Q2 as well.
“You are putting US-only sales of the iPhone 4 vs. worldwide sales of all Android phones.”
ROFL!
I(or rather Canalys) is counting total iPhone sales ALL OVER THE WORLD for Q2, versus total Andriod smartphone sales worldwide for Q2.
“Nokia is by far the world's largest smartphone maker, yet has very little of the US smartphone market. How? Because the US isn't the biggest market. What they sell outside of the US puts them on top worldwide.”
Yeah?
Canalys:
“Canalys also said that the U.S. is the largest smartphone market in the world by a big margin, with 14.7 million phones shipped in the quarter, accounting for 23 percent of global shipments.
Nokia continues to maintain the lead on a worldwide basis, with 38 percent market share in the quarter. It accounted for 76.9 percent of smartphones in China, the second largest smartphone market in the world, followed by Motorola with a 4.7 percent share there, Canalys said. “
http://www.pcworld.com/article/202381/canalys_android_takes_the_lead_in_the_us.html
The US IS the largest smartphone market on the planet.
Yep, Q2 is low. People in the US held off buying until the iPhone 4, but probably a good percentage of them still got their phone within the quarter. But all of the international customers were still waiting for their iPhone 4. Their purchases will be recorded in 3Q. Apple has the bulk of high initial iPhone sales, and the high initial international sales, to record on Q3.
I do wonder how well Blackberry and Android would be faring if not for all those "buy one get one free" specials. That's how my one-Android purchase in Q1 turned into two.
Ummm..no.
Ummmm, yes. YOUR source said Android devices, not Android phones. Android runs on a lot more than phones. Feel free to disagree with your own source.
Using my numbers, a company that only entered the ssmartphone business just 2 years ago, and only had a markettshare of a tiny 2.8% a year ago in Q2, has managed to swiftly overtake the iPhone
Wow, that's some kind of spin. Now look at reality:
A consortium of powerful companies (Google, Dell, Intel), including many established in the phone business (Motorola, Qualcomm, TI, Samsung, LG, T-Mobile, Sony Ericsson, Toshiba, Sprint, China Mobile, NTT DoCoMo, Vodafone) produces and manages the OS and makes sure it gets to phones manufactured most of the powerful, established phone makers (LG, Motorola, Samsung, Sony Ericsson, etc.), plus a newer big one (HTC), who have existing sales agreements with all of the major carriers in the world.
Most of the long-established bullies on the block ganged up on the new kid who threatened their income. Wow, I'm not surprised they had some measure of success. With this kind of backing, there was no way Android could fail to have massive adoption unless it were complete garbage rejected by the consumer.
The impressive success story is how a lone company that had never itself made a phone managed to completely revolutionize the smart phone market and garner a large marketshare despite being one manufacturer on only one carrier in the US (one that still sells the iPhone's competition).
The Blackberry story is pretty impressive too. The Android story was inevitable. Android isn't an underdog succeeding against long odds. Android is the establishment's choice being right where they want it to be.
Its great fun watching the Applebots
You have been warned about such language.
I’ll snap a pic for you if you don’t believe me. Just arrows, no “page up.”
Oh... silly.
Those ARE Page Up. Page down. Home and End. They just dont Type out the words and make it look ugly. But they DO the same things.
Use normally will move the scroll but not the cursor. Used with the Option key will jump the cursor, like old WIN 95/XP.
Enjoy.
The figures that Antirepublicrat was quoting was for the sales of the iPhone 4 in the United States alone... no other country got the iPhone 4 during the roll out, Joe. None got the iPhone 4 until more than a month later. 1.7 million iPhone 4s sold in 3 days stand... as does the way smaller numbers for the Android phones, which were also only rolled out in the US.
Canalys, like other net analysis comapnies such as NetApplications, get NO COOPERATION from China for their statistics and are forces to GUESSTIMATE the Chinese market. They are not allowed to poll the Chinese populace, place their counters on Chinese Websites, place observers in Chinese retail stores, or otherwise gather data.
Just an observation, not a criticism. I shouldn't have called you a "fangrrl," I know how that peeves people. I don't personally have an OS preference. I regularly use Windows, Mac, UNIX and Linux.
Well, you have to hold down the button on WINDOWS to get it to NOT jump. Microsoft just chose to set it for JUMP as normal behavior and scroll is the alternate. Apple thought scrolling was more natural and choose to make Jumping the alternate. No difference other than the assumed behavior of the user in regards to which choice is the dominate and which is the secondary. You need to hold a button down to get one or the other on BOTH OS’s.
As for Fan Grrl... well. I ain’t a fan BOY. LOL
Personally, I use several OSs too. My Mac OS X for surfing to keep it safe. My Win XP for gaming. I love my Fallout 3. And I use Suze and Ubuntu for my server boxes and torrenting.
Chortle!
Trying to reason with a fanatic is like talking to brick wall.
Reality : Q2 is only 4% lower than Q1.
Given that even in other consumer electronics products like video game consoles, Q1 2010 sales far outpaced Q2 2010 sales (Q1 still has some of the Christmas sales momentum in it), even with no new consoles introduced in Q2, your Apple's Q 2 was “abnormally low” excuse has been proven to be false.
“People in the US held off buying until the iPhone 4, but probably a good percentage of them still got their phone within the quarter. “
Whatever percentage of “people” who supposedly “held off” buying iPhones earlier in Q2 (and I am yet t see any official figures from anyone backing that up), would have been more than compensated for by higher than normal launch sales of iPhone 4’s, like most new phones experience during their launch Windows.
Plus, like I have repeatedly pointed out to you, hot new Androids like the Droid X, Galaxy etc were launched very late in Q2/early Q3 as well, and that never stopped Androids from clobbering the iPhones.
You excuses are irrelevant, immaterial and incompetent(to paraphrase Perry Mason).
ROFL!!
You first of all claim that the Chinese smartphone market is bigger than the US smartphone market. Then when I point out to you that Canalys(who have a very solid reputation in tracking smartphone sales going back years), pointedly made it clear that the US smartphone market is much bigger than the Chinese smartphone market, you, the same individual, turn round and scream that the Chinese don't give any figures to anyone, so all Chinese figures are mere guesses.
So tell me, if no one has the Chinese figures, where did you get the figures to back your claim that the Chinese smartphone market is bigger than the US smartphone market then?
Reality: Canalys is able to get smartphone sales from publicly traded Chinese cell phone company earnings reports and other sources. Huge telecom firms like China Telecom and China Mobile Limited (the world's largest mobile phone operator, with over 508 million customers and traded on the New York Stock Exchange under the symbol CHL), release their earnings reports amnd smartphone/non-smartphone sales figures, just like Apple does.
http://finance.yahoo.com/q?s=chl
It's got nothing to do with the Chinese government. The Chinese goverment doesn't lock up China Telecom's sales figures in some underground vault deep under the mountains in some secret location in China do they?
Say tell me...exactly how much sales has Dell ever had in cell phones of any kind?
What about Intel? How much sales have Intel chips ever had in the smartphone business?
And while we are about it before Google entered the smartphone business 2 years ago, what sales had Google ever had in the cell phone/smartphone business?
And before we forget, two years ago, didn't Nokia control close to 50% of all cell phones(and way over 50% of smartphones) sold on the planet? And has Nokia ever used Android? Nope.
Yet Android, from standing start just 2 years ago, is busy clobbering apple every quarter in smartphone sales. Two years ago, no one even believed such a thing was possible. After all, Windows Mobile had all these firms you mention, and still got nowhere. This stunning performance by Android (886% increase in sales abd overtaking the iPhone worldwide and overtaking RIM in the US), is by far the single most impressive thing I have seen in smartphone sales ever. And the beating on the iPhone market share is only going to get worse.
Joe, I made no claims about the sizes of markets. Don't you start the deliberate misquoting method of debating again.
All I brought up is a well know issue that was covered here last year when NetApplications changed their reporting methodology and started "estimating" the various OS and equipment usage in the communist block countries based on CIA and NSA reports of their estimates of Internet usage and sales, rather than actual hard data because actual hard data statistics were considered "state secrets" by those countries and they were not available. Other such companies quickly adjusted their reports as well to comport with NetApplications' lead. This was discussed on FR at the time and in the tech blogs. These nations have not changed their policies about that data or access to gathering it. I stand by my comments.
The fact is that there are far more customers in the Chinese market than there are in the US market. Canalys cannot, and does not, count any of the gray and black market smart phones that are rife in the Chinese market. Ask PugetSoundSoldier about his observations on that.
I haven't read China Mobile's quarterly Report but it would surprise me to see that level of detail in that report. It's not required. Apple does not reveal detailed breakdowns like you claim. They don't even provide a breakdown of profits or earnings by division or product line. Apple does not break down the sales of iPhones by model or memory capacity. They did make announcements about the number of iPhone 4s sold for publicity purposes, but not in there financials. Certainly your link, intended to lead authority to your claim, provides no such evidence.
Apple Q2 earnings report from Apple's own homepage and I quote:
“Apple sold 2.94 million Macintosh® computers during the quarter, representing a 33 percent unit increase over the year-ago quarter. The Company sold 8.75 million iPhones in the quarter, representing 131 percent unit growth over the year-ago quarter. Apple sold 10.89 million iPods during the quarter, representing a one percent unit decline from the year-ago quarter. “
http://www.apple.com/pr/library/2010/04/20results.html
What more ya got?
Who is talking about iPhone models and capacity?
We are talking about total smartpone sales numbers, which every sinlge company that sells smartphones, reveals in their earnings reports. In the past couple of weeks alone, we've had earnings reports from Motorola and HTC, both of whom gave exactly how many smartphone they sold.
HTC Smashes Q2 Estimates with Android
HTC saw particular strength in its smartphone business. U.S. consumers have shown their approval for HTC smartphones such as the Dream, Hero, Magic, Droid Eris and most recently Droid Incredible. During the quarter, HTC shipped a total of 5.4 million handsets—by far beating both its first-quarter total of 3.5 million handsets and its prediction of 4.6 million for the second quarter.
Rival Motorola has also followed an Android-heavy strategy, with a product line that could be easily confused with HTC’s—it shipped the Motorola Droid before the HTC Droid Eris and the Motorola Droid X after the HTC Droid Incredible. The same day as HTC’s earnings announcement, Motorola reported quarterly shipments of 8.3 million handsets, 2.7 million of which were smartphones. Facing current demand, however, HTC has had a difficult time meeting orders."
http://www.eweek.com/c/a/Mobile-and-Wireless/HTC-with-Android-Smashes-Q2-Estimates-332925/
Sales jump with new, highly anticipated products. Sales of existing products also slump before the new products are available. Q2 only looks like it does because the iPhone 4, with its record-breaking sales, came out right before the end of the quarter. Of course "normal day of sales" for the iPhone probably beats "record-breaking" for any one Android phone, so "record-breaking" is quite relative.
Again, watch your language.
would have been more than compensated for by higher than normal launch sales of iPhone 4’s
True. Now realize that a lot of those sales happened in Q3 due to the iPhone being released at the very end of Q2. Let's see what Q3 looks like.
I have repeatedly pointed out to you, hot new Androids like the Droid X, Galaxy etc were launched very late in Q2/early Q3 as well
But when it comes to people wanting an Android, they had other equivalent choices released earlier in the quarter. The Incredible, EVO and Ally had about a month to exhaust that initial sales boom and were good alternatives to the two you mentioned.
At least it appears you've abandoned your efforts to portray Android a some upstart beating the odds to gain marketshare. Microsoft, Apple, Nokia and RIM are battling it out against the HUGE and POWERFUL Android consortium that has strong players in every segment of the vertical smartphone market.
If the Android consortium so chooses, it could leverage monopoly power to choke out all the competition within months, before any government's anti-trust division could act. It's difficult to make a smartphone without one of those component makers. Samsung alone makes almost half the world's flash memory (with Toshiba two thirds), a third of the RAM, a fifth of the batteries and almost all of the OLED screens. Qualcomm, Samsung, Marvell and TI together manufacture the CPUs used in most of the smartphones in the world, including the iPhone, RIM and Nokia. Broadcom and Qualcomm together make the cell, WiFi and Bluetooth chips for most phones. And of course ARM is a member, and I believe their technology powers pretty much every smartphone on the market.
With that massive industry power behind Android, you sound like you're gloating over the fact that a person can squash a bug.
Ummm..you did.
From post # 59:
“Nokia is by far the world's largest smartphone maker, yet has very little of the US smartphone market. How? Because the US isn't the biggest market”
The trouble with that statement is, the US IS the largest smartphone market on the planet. Canalys says so, and I gave you the link to prove it.
“The fact is that there are far more customers in the Chinese market than there are in the US market”
China is by far the biggest cell phone market on the planet, but then when it comes to the higher priced smartphones, the US is far ahead of China in sales. It's kinda like Apple mac sales. The Chinese market for Window PC’s is huge, but then the Chinese market for the more expansively priced Apple macs is very small.
Good grief!
Joe, that is not a detailed report. There is not an iota of detailed information in that report of the kind you were referring to that would reveal the data that Canalys could use. Have you ever run a business????
Here's what I'm talking about: How many of those iPhones were iPhone 3Gs 32GB? How many were 3Gs 16GB? how many were 3G 16B? 3G 8GB? How many iPods Shuffles? Nanos ? iPod touches in 8, 16, or 32GB versions? How many iMacs? Mac Minis? Mac mini Servers? MacBooks? MacBook Pros? Mac Pros? AppleTVs? How many of each were sold in the US or foreign markets? Which markets?
If I had my druthers, I'd want even more granulation of the data... but the Apple board and Steve Jobs would already be having conniption fits about revealing any of the data outlined above. Those are trade secrets. . . to be kept close to the vest.
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