So Apple reported its latest quarter results (Apple fiscal Q4 which is however in normal calendars, Q3, as we monitor on this blog). This 'race' is getting to be pretty boring by now, the big 'race' is almost settled. Samsung is running away with the biggest manufacturer title in smartphones, Android dominates the OS wars; Apple is in clear sole second place with no challegers even in view, both in smartphone devices sold and iOS as the platform. Then we have tiny third-place players like RIM, HTC, ZTE, Huawei, Lenovo, LG, Sony etc on the hardware side, and on the operating systems after the big 2, its Blackberry and bada as viable third players, and the vanishing Windows Phone, Symbian and the rest.
So Apple? Good job, with the iPhone 5 launching at the end of Q3 we have seen iPhone sales increase 3% from Q2 and in absolute numbers, from 26.0 million to 26.9 million iPhones. The market share has fallen from 17% to 16% (preliminary). Apple had once again a hideously profitable quarter, so this is all very good news. And for the Christmas Q4 period, the sales of iPhones will hit something like the 45 to 50 million unit level, so this is all prelude for a monster Christmas quarter. Apple's preliminary full year 2012 annual sales market share for smartphones look to be around 20% (up from 19% in year 2011).
So there, what more can I say? Good job Apple and have a great Christmas! Meanwhile this 'analysis' of this 'smartphone bloodbath' is getting to be pretty pointless, where there are no more real challengers for the top positions.. Ah, all good things come to an end, eh?
For those keeping track, I am modelling 174M smartphones sold in Q3, up a nice 14% from Q2 and on an annual level, 45% growth from Q3 of 2011. As always, we won't know the final number until all 4 of the big analyst houses (Gartner, Strategy Analytics, Canalys and IDC) have reported their final number. I take their average as my number, and we can then calculate the final market shares for this Q3. And the year is still well on track to pass 700 Million smartphone sales, something in the area of 710M to 730M.