So Apple gave its results for calendar quarter 3 ie July-September. They sold 46.7 million iPhones, which is up 14% vs previous quarter but this is the normal pattern with the strong swings in Apple annual sales cycle. Last year this time they were up 13% Quarter-on-Quarter so it's very similar performance on the quarter when first new iPhones are released. Year-on-Year is the more meaningful comparison in Apple Quarters and that business is up 3% which is also the rate that the industry is currently growing. Apple's market share currently (preliminary) is 12.9% and they are on pace for an annual market share of about 14.5% which would be flat vs last year. Flat market share would allow for that about 3% unit growth Year-on-Year. Apple made as per usual a huge ton of money. Some analysts were a bit disappointed that the average sales price wasn't quite as astronomical as they had hoped but they still make more money than god. Ho-hum. Nothing to see here. What else is going on?
Samsung said they had monster quarter but didn't give their numbers of units of smartphones sold. Sony once again lowered their annual sales target now to 14.5 million. LG made money elsewhere but not in mobile phones. Xiaomi had a great end to their quarter selling for the first time over 10 million units in one month and have climbed to second bestselling smartphone of India (behind Samsung). Pantech the third-largest South Korean phone manufacturer which recently went bust, was sold (again) as it is being split into parts. HMD's Nokia comeback looking strong, I have separate postings about that.
A few interesting handsets are around that work into a new direction for the stale race in form factors. Razer introduced a gaming-oriented super smartphone in top premium price range. Available in USA and Europe (at least) with some carrier support on both continents (runs on Android of course). Meanwhile ZTE introduced a folding-screen smartphone, the Axon. CAT has done a new release of its super-heavy-duty outdoor smartphone which includes the FLIR camera. And there is a Chinese phone maker, Koobee who are able to take 80 mp pictures (as software gimmicks on far more modest sensors).
Thats about the round-up for today. We'll see what info we get from the big analyst houses and if anyone mentions Nokia already in their surveys of the market. Then we'll wait also for the few other smartphone makers to give what little info they do give us, and I'll do the Q3 results of course.