Time for Q2 smartphone bloodbath update. So it seems like Gartner has stopped releasing quarterly smartphone market share stats. That is a shame as Gartner was among the best in that count. But we'll continue with the 3 remaining big houses, IDC, Canalys and Strategy Analytics, using their total number as the input into th eaverage of the three for our total market size. And we get a Q2 market count of 296.2 million smartphones which is up 5% from Q1. The migration rate in new handset sales is already at 58% of all phones sold are now smarpthones. If you want the Q1 numbers they are here.
CORRECTION Oct 16 2014 - as Xiaomi and Coolpad have released their H1 stats for 2014 after I posted this chart, I have now updated the numbers which shifted Xiaomi up and Coolpad down on the chart and changed some positions of ranks between those two.
UPDATE Aug 21, 2014: Just spotted on Motley Fool, a story quoting Gartner giving 301.3M as the total market size for smartphones in Q2 of 2014. I went to Gartner site and at least now, they do not have the news as a press release, but if they do, I will add that. I hope Gartner keeps reporting the quarterly data. But at least there is a source quoting their number. The total average goes up now to 297.5M (growth of 6% from Q1). I have updated the stats to reflect that number.
Here is the table of the Top 10 smartphone brands in Q2 of 2014:
BIGGEST SMARTPHONE MANUFACTURERS BY UNIT SALES IN Q2 2014
Rank . . Manufacturer . Units . . . Market Share . Was Q1 2014 . . OS systems supported (coming)
1 (1) . . Samsung . . . . 74.1 M . . 24.9% . . . . . . . ( 30.7% ) . . . . . . Android, Windows (Tizen)
2 (2) . . Apple . . . . . . . 35.2 M . . 11.8% . . . . . . . ( 15.5% ) . . . . . . iOS
3 (4) . . Lenovo . . . . . . 15.8 M . . . 5.2% . . . . . . . ( 5.0% ) . . . . . . Android (Tizen)
4 (3) . . Huawei . . . . . . 15.6 M . . . 5.2% . . . . . . . ( 6.4% ) . . . . . . Android (Tizen)
5 (8) . . Xiaomi . . . . . . . .15.1 M . . . 5.1% . . . . . . . ( 3.9% ) . . . . . . Android
6 (5) . . LG . . . . . . . . . 14.5 M . . . 4.9% . . . . . . . ( 4.4% ) . . . . . . Android
7 (7) . . Coolpad/Yulong . 11.9 M . . . 4.0% . . . . . . . ( 3.9% ) . . . . . . Android
8 (6) . . ZTE . . . . . . . . . 10.5 M . . . 3.5% . . . . . . . ( 3.0% ) . . . . . . Android, Windows (Firefox)
9 (9) . . Sony . . . . . . . . . . 8.8 M . . . 3.0% . . . . . . . ( 3.4% ) . . . . . . Android
10 ( - ) . Motorola (Google) . 8.6 M . . . 2.9% . . . . . . .( - - - ) . . . . . . . Android
Others . . . . . . . . . . . . 88.8 M
TOTAL . . . . . . . . . . . 296.2 M
Source: TomiAhonen Consulting Analysis 15 August 2014, based on manufacturer and industry data
This table may be freely shared
So Nokia who invented the smartphone, fell out of the Top 10 in the last quarter when it still existed as an independent smartphone manufacturer (the handset unit was transferred to Microsoft ownership in late April). But Motorola makes a surprise comeback as it is preparing for shift in ownership from Google to Lenovo. If Motorola is added to Lenovo's production, Lenovo gets to 8% market share and nearly 24 million smartphones sold per quarter (almost 100 million per year) and a very clear number 3 position. (the above chart has been corrected after comment from reader pointed to offical Lenovo Q2 number)
Samsung had a horrible quarter crashing market share from 31% to 25%. While still mroe than twice as big as the number 2 (Apple), Samsung saw its profits take a big hit too and is facing competition on all fronts and the Galaxy line's lustre is now dulled. Time for Samsung to dazzle us with something new and amazing. If this is a one-quarter one-off blip, then Samsung should be fine, but if they see another quarter of a drop in market share now into Q3, that would be a danger-sign for the boys of Gangnam.
The iPhone also saw a big drop from Q1 but that is normal sales pattern every year for Apple as we arrive to the end of the previous iPhone product cycle and await the next iPhone models coming out in September. But the annual iPhone market share has peaked and is in perennial decline. The annual market share for Apple is now projecting to hit around 14% for full year 2014.
The fight for number 4 is raging with Huawei nicely already positioned with good sales beyond China, but Lenovo, Xiaomi and Coolpad following ZTE and Huawei to markets beyond China. Sony is now on the bubble but the next tier such as Micromax of India is still a way off, so if Sony can find some smartphone sales growth, they might not go the way of Blackberry, HTC and Nokia, tumbling out of the Top 10. LG had a strong quarter and shows promise their turnaround is finally complete. Then lets do the Android table, sorry, the smartphone OS table:
BIGGEST SMARTPHONE OPERATING SYSTEMS BY UNIT SALES IN Q2 2014
Rank . OS Platform . . . . Units . . . . Market share . Was Q1 2014 . . Manufacturers in Top 10
1 (1) . . Android . . . . . . . 253.1 M . . 85.1 % . . . . . ( 81.0 %) . . . . . Samsung, Huawei, Lenovo, LG, ZTE, Sony, Yulong/Coolpad, Xiaomi, Motorola/Google
2 (2) . . iOS . . . . . . . . . . 35.2 M . . 11.8 % . . . . . ( 15.5 %) . . . . . Apple
3 (3) . . Windows Phone . . 7.4 M . . . 2.5 % . . . . . ( 2.2 %) . . . . . . Samsung
4 (4) . . Blackberry . . . . . . 1.6 M . . . 0.5 % . . . . . ( 1.1 %) . . . . . . (None)
others . . . . . . . . . . . . . . . 0.2 M . . . 0.1 % . . . . . ( 0.1 %)
TOTAL . . . . . . . . . . . . 297.5 M
Source: TomiAhonen Consulting Analysis 15 August 2014, based on manufacturer and industry data
This table may be freely shared
Yeah Android blah-blah-blah. Windows Phone dead blah-blah-blah..
Then lets do the update to the installed base of smartphones in use worldwide:
INSTALLED BASE OF SMARTPHONES BY OPERATING SYSTEM AS OF 30 JUNE 2014
Rank . OS Platform . . . . Units . . . Market share Was Q1 2014 . Main Manufacturers of current base
1 . . . . Android . . . . . . 1,336 M . . . 72 % . . . . . . ( 69 %) . . . . . . Samsung, Huawei, Sony, Lenovo, ZTE, LG, Coolpad, HTC, Xiaomi, Motorola/Google
2 . . . . iOS . . . . . . . . . 359 M . . . 19 % . . . . . . ( 21 %) . . . . . . Apple
5 . . . . Windows Phone . . 53 M . . . 3 % . . . . . . ( 3 %) . . . . . . Nokia/Microsoft, Samsung, HTC
4 . . . . Blackberry . . . . . 44 M . . . 2 % . . . . . . ( 3 %) . . . . . . Blackberry
3 . . . . Symbian . . . . . . 41 M . . . 2 % . . . . . . ( 4 %) . . . . . . Nokia
Others . . . . . . . . . . . . . . 10 M . . . 1 %
TOTAL Installed Base . 1,833 M smartphones in use at end of Q2, 2014
Source: TomiAhonen Consulting Analysis 15 August 2014, based on manufacturer and industry data
This table may be freely shared
Yeah this is so over. Android keeps growing to eventually mirror its new sales market share. Apple gradually adjust back to its new sales market share levels. The little boys play for the rest. Windows Phone has now become the third most used smarpthone OS if you want to celebrate that 'achievement' at 3% of the installed base so nobody in their right mind would ever even consider making apps for this dead OS when Windows smarpthones once had 12% market share and Nokia alone under its previous OS Symbian had 35% of smartphones the year before they made the switch to Windows. But technically yes, Windows Phone has now in Q2 finally overataken both Symbian and Blackberry to become in reality 'the third ecosystem' even at its pitiful 3%.
So thats what it looks like now as the main battles of the smartphone wars are done and dusted. Thats Q2 for this year.
For those who want deeper data on handset industry my TomiAhonen Phone Book statistical volume is updated every 2 years in the summer. the last edition was 2012, the new 2014 edition is coming soon. If you buy the 2012 edition now, you will receive both for the same low price, the 2012 edition immediately and the 2014 edition as it is released in some weeks from now. To see what kind of info it contains, see this link TomiAhonen Phone Book.
As already posted to the other thread, Lenovo has told themselves EXACT number 15.8M smartphones. http://www.trustedreviews.com/news/lenovo-is-now-primarily-a-smartphone-maker
Also: You said Microsoft/Nokia WINDOWS PHONES count for 7.7M and by your numbers there should be 2M+ of Nokia X SMARTPHONES so why Microsoft is not in the top 10 with their 9.7M shipped SMARTPHONES?
Posted by: AndThisWillBeToo | August 15, 2014 at 04:14 PM
Thanks And
How did I miss that? Thanks! I corrected the chart and now Lenovo is officially already at number 3 even before the Motorola contribution..
As to Nokia, no, even with X Series considering Microsoft shut that down right away, they don't get to Sony levels.
Tomi Ahonen :-)
Posted by: Tomi T Ahonen | August 15, 2014 at 05:03 PM
@Tomi
With all due respect, how come? 7.7M Lumia sales need no less than 0.9M Nokia X shipments to achieve shared 10th position. Microsoft killed Nokia X when Q2 had ended while they launched Nokia X2 in June. By all expectations Nokia X was definitely selling more than million during Q2 and will sharply disappear in Q3.
...unless you have some secret carrier data on Microsoft canceling Nokia X shipments during Q2?
Posted by: AndThisWillBeToo | August 15, 2014 at 05:40 PM
the only stat for windows phone that can help is they increase 13.6% in unit sales from Q1 2014 of 6.2 million, maybe it was the low peak of the chart...maybe.... lumia 1020 on sale in telcel (carlos slim) at only $ 100 dls at 2 year contract of $30 dl/mth. I bought mine 6 months ago at $ 350 dls on a $50 dl/mth. The NK-MS guy in store told me this was until clear inventory....
Posted by: falito | August 15, 2014 at 06:51 PM
@duke
Who's defending Windows Phone? I explicitly 100% agree on Tomi's 7.7M. It is correct. Fact. And if Windows Phone was a smartphone manufacturer, it would not even be in top 10. Another fact.
But I, like most of the people here, am NOT here for Windows Phone or Microsoft. I'm here for statistics of mobile - the ones that come from most accurate forecaster in mobile.
Now I need those statistics to be accurate. That's why I mentioned Lenovo there. That's why I politely ask about Microsoft.
You Duke don't care about who is 10 and who is 11 - fine. But do you know how many readers this blog has? And many of us do.
Tomi does a HUGE favor when he provides accurate stats for free. What makes that even bigger is that he actively corrects any mistakes in those stats.
By not approving that such discussion takes place, you are not insulting Microsoft, you are insulting Tomi and readers of his blog.
Posted by: AndThisWillBeToo | August 15, 2014 at 08:14 PM
Nice to see sammy-apple duopoly tumbling a bit.
And Lenovo+Moto will be 5.3+2.9 = 8.2%, and both have momentum. Not too far from Apple's sub-12%
Posted by: newbie | August 15, 2014 at 08:24 PM
Kantar says, in USA there are twice as much Android phones sold, compared to iphonies
Posted by: newbie | August 15, 2014 at 08:46 PM
I think samsung will stay the biggest in the short term (2-3 year), but the market share will surely be shrinking, and won't be that massive anymore.
But the biggest question is, WHEN apple will become number 3 or 4 or 5. When Lenovo, Huawei & XiaoMi will kick apple to number 5.
Posted by: abdul muis | August 16, 2014 at 02:57 PM
>Nokia who invented the smartphone
Again Tomi insists on this lie. IBM released a smartphone two years before Nokia.
https://en.wikipedia.org/wiki/IBM_Simon
Posted by: Stormwatch | August 16, 2014 at 06:13 PM
@Stormwatch:
From that link: First released August 16, 1994
That'd make today the 20th birthday of the smartphone... :)
Posted by: RottenApple | August 16, 2014 at 07:57 PM
Stormwatch: ¿What do you call a smartphone?
A smartphone is a type of handheld personal computer with connectivity, etc, and a personal computer has to be programmable by user or 3rd parts, i.e. it must accept programs (and not trivial or very limiting apps like some Java Micro Edition we saw in dumbphones).
IBM Simon can´t be called a smartphone because it doesn´t accepts programs. Even 1st Symbian, the Ericcson R380 phone, wasn´t a smartphone -no program installation was allowed-. The 1st smartphone was the Nokia 9210 Communicator on market in 2000: this was the 1st smartphone because is the 1st where you can install programs on it. Even there were other earlier Communicators that weren´t smartphones at all for the same reason Simon isn´t.
For me and much others, the capability of programmabilityby user or 3rd parts is one of the elements (not the only one) in the definition of smartphone. If you can´t program it, then it isn´t a personal computer, and if it isn´t a personal computer it isn´t a smartphone.
Posted by: David | August 17, 2014 at 02:17 AM
@David:
By that standard, the Simon was indeed a smartphone. A very primitive one, sure, but still...
>The Simon could be upgraded to run third party applications either by inserting a PCMCIA card or by downloading an application to the phone's internal memory.
Posted by: Stormwatch | August 17, 2014 at 07:08 AM
@David:
Define the boundary between 'programs' and 'very limiting apps'!
I'd say we have to place the boundary at 'being capable of installing native apps'. The thing with J2ME was not that it was 'very limiting' but that you couldn't target the phone ans its OS directly but only a badly designed abstraction layer.
So, if the Simon was capable of running native apps, yes, it deserves to be called a smartphone.
Posted by: RottenApple | August 17, 2014 at 08:16 AM
Your Xiaomi numbers are wrong.
Xiaomi shipped 15.1m smartphones in Q2 2014.
Posted by: Daniel Ahmad | August 17, 2014 at 09:54 PM
According to this, the Microsoft App store is full of scams and junk because Microsoft pushed for quantity at the expense of quality.
http://www.howtogeek.com/194993/the-windows-store-is-a-cesspool-of-scams-why-doesnt-microsoft-care/
I wonder if something similar is the case for Windows Phone apps.
Posted by: eduardom | August 18, 2014 at 03:17 AM
@Daniel Ahmad
That's Canalys number. IDC counted Xiaomi’s second quarter sales more conservatively at 12.9m. Tomi has an average of those two and SA.
Posted by: AndThisWillBeToo | August 18, 2014 at 06:07 AM
@duke:
Please check your astroturfer paranoia at the door. I haven't seen one here for a LONG time.
Posted by: RottenApple | August 18, 2014 at 09:52 PM
@duke
That article sounds legit to me. It is exactly the policy Nokia had under Elop. My wife has Asha 300 and Ovi Store (when limited to Asha apps only) is equal mess. Same searches for VLC or Firefox result to "helper" apps blatantly using official logos of those apps.
And not that Microsoft is alone in that field:
http://www.businessinsider.com/one-third-of-blackberry-world-apps-come-one-developer-2013-8
Posted by: AndThisWillBeToo | August 19, 2014 at 06:06 AM
@Tomi: Nokia is missing from Android vendors...
it would be interesting to see how Android is fragmented - especially AOSP vs Google services provided ones...
Posted by: zlutor | August 19, 2014 at 08:01 AM
@zlutor
Table header says "Manufacturers in Top 10". Nokia/Microsoft is not in Top 10 currently.
(I have politely asked Tomi to justify his less-than-one-million sales of Nokia X but he hasn't replied yet.)
Posted by: AndThisWillBeToo | August 19, 2014 at 08:32 AM