After the desktop stalwarts of Windows 7 and Mac OS, the world’s third most popular platform for web browsing turns out to be Apple’s iOS. The software that makes iPhones, iPod touches and iPads tick has been identified by Net Applications as responsible for over two percent of the global traffic data analyzed in the web statistician’s latest report — the first time iOS has crossed that threshold. The UK and Australia had more than five percent each, while the USA clocked in at 3.4 percent. Leaving operating systems aside, Chrome has continued its steady growth on the browser front and now stands at a 10.7 percent share, more than doubling its slice from this time last year. Internet Explorer overall has dipped to its lowest level yet, at 56 percent, however Net Applications indicates IE8 is showing nice growth. So at least it’s looking like we’re finally ready to bury the zombies known as IE6 and IE7, whatever other browser we choose to migrate to.
One day somebody will write a book called “The rise and rise of Android” and this moment will be highlighted in bold. Canalys’ latest smartphone sales figures show that Android phone makers managed to shift a cool 32.9 million handsets in the last quarter — more than any other smartphone platform out there, including the previous leader, Symbian, which sold 31 million units. That’s a mighty leap from the 20.3 million Android devices the stats agency estimates were sold in Q3 2010. Symbian itself grew from 29.9m in Q3 to its 31m total in Q4, but Android’s pace of expansion has been so rapid as to make it irrelevant.
You like numbers? Good, because it’s the season and amid all these lovely financial reports we’ve been hitting there are some broader trends to look at. IDC has released its mobile phone report for 2010 and has concluded that, worldwide, the industry grew 18.5 percent over 2009, shipping a massive 1.39 billion units. That’s nice and all, but check out this bit about ZTE. The manufacturer boosted its annual shipments by 94 percent, stealing Apple’s recently-won fourth place position globally and, in doing so, knocking RIM straight into the dreaded “others” category. Can RIM make it back? Will Apple recover? Will Siobhan and Lucky ever reconcile their differences? Tune in next quarter to find out.
Stephen Elop’s first quarterly results as Nokia CEO have just come out, and while the company’s still growing, others seem to be speeding ahead of it. Nokia’s reporting its converged mobile devices (smartphones, to you and us) reached volumes of 28.3 million during Q4 2010, which is a neat bump from 20.8 million at the same time last year and 26.5 million in the previous quarter. However, in the context of the broader smartphone marketplace, that figure now amounts to only a 31 percent share, according to Nokia’s own estimates, which is a major dip relative to its 40 percent slice in Q4 2009 and 38 percent in Q3 2010. Elop’s perspective on the matter is as follows:
“In Q4 we delivered solid performance across all three of our businesses, and generated outstanding cash flow. Additionally, growth trends in the mobile devices market continue to be encouraging. Yet, Nokia faces some significant challenges in our competitiveness and our execution. In short, the industry changed, and now it’s time for Nokia to change faster.”
When your operating profit goes from €1.47b (€950m net) a year ago to €1.09b (€745m net) this year, the response should indeed be to change and to change fast. Nokia’s still not disclosing sales figures of the N8, but given that this was the first full reporting period where the company’s Symbian flagship has been on sale, it doesn’t seem to have had quite the impact Espoo will have hoped for. Wanna try again with the N9?
Update: Nokia’s investor relations call has borne a few more interesting tidbits from the new man in charge. Elop is quoted as saying Nokia must “build or join a competitive ecosystem,” with the latter verb in that sentence sure to renew discussions of why the Finnish company should / shouldn’t switch to an OS such as Android or Windows Phone 7. We still think that’ll be the very last resort over in Espoo, but Elop apparently believes Nokia has the brand recognition and operator relationships to make such a move if it wanted to. Which of course it doesn’t. Or does it? Let’s wait for Nokia’s Strategy and Financial Briefing in London on February 11th — Mr. Elop’s expected to be a lot more specific about his company’s roadmap going forward on that day.
As AT&T’s iPhone exclusivity reluctantly teeters on the brink of oblivion, it seems a good time to take one last look at the smartphone playground, the way it is before V-Day. The New York Times has handily done that job for us with the above chart, which simultaneously gives us a sense of scale when comparing US carriers and lays out the concentration of Android devices across those networks. It also shows a big fat bump of iOS on AT&T, making it the biggest carrier in terms of combined iPhone and Android users — nothing shocking there, but the real fun will be in taking a look at this same data a few months from now. Will the iPhone fragment itself all over the four major networks? Will AT&T’s Android stable ever be respectable? Tune in to your next installment of “fun, but mostly irrelevant statistics” to find out.
Compared to last month’s report, it’s more or less business as usual in ComScore’s latest smartphone market share numbers for the three-month period ending in October, but there are a few interesting points worth calling out. Most notably, RIM’s decline seems to have accelerated — they’ve lost a claimed 3.5 percent of the US market in the latest period compared to 2.8 percent prior, which means they’re now down to 35.8 percent. Of course, that’s still more than enough to keep them comfortably in first place, but it’s a situation they’re going to want to reverse sooner or later — hopefully with TAT’s help. Meanwhile, Apple’s tacked on a slightly larger slice of the pie, but they’re still holding fairly steady; Google, meanwhile, continues its stratospheric rise, tacking on another 2.1 percent since last month’s numbers to hit 23.5 percent — nipping on Apple’s heels, we’d say. The most intriguing story, though, would have to be Microsoft: they’re lower than before at just 9.7 percent of the market, but these figures don’t include Windows Phone 7 yet — and clearly, no one’s buying WinMo 6.5 gear at this point. Should start to get interesting in the next month or two on that front.
This is getting to be something of a familiar story. ComScore’s latest smartphone ownership figures for the US, spanning the quarter between July and September this year, show Android continuing to gain ground on its contemporaries with 44 percent growth of its share of smartphone subscribers — to the detriment of almost everyone else in the market. Only Apple’s iOS manages to maintain its slice of the pie constant (an iPhone 4-fueled improvement on last quarter, when it too was losing out to the Android juggernaut), as BlackBerry OS and Windows Mobile take the brunt of the losses. As to overall mobile OEMs, Samsung has added an extra few percentage points to its US lead, with LG keeping pace and Motorola and Nokia losing share. Hit the source link for the full breakdown.
This is getting to be something of a familiar story. ComScore’s latest smartphone ownership figures for the US, spanning the quarter between July and September this year, show Android continuing to gain ground on its contemporaries with 44 percent growth of its share of smartphone subscribers — to the detriment of almost everyone else in the market. Only Apple’s iOS manages to maintain its slice of the pie constant (an iPhone 4-fueled improvement on last quarter, when it too was losing out to the Android juggernaut), as BlackBerry OS and Windows Mobile take the brunt of the losses. As to overall mobile OEMs, Samsung has added an extra few percentage points to its US lead, with LG keeping pace and Motorola and Nokia losing share. Hit the source link for the full breakdown.
The Canalys numbers are out, and with Android coming off an 886 percent jump reported at the end of the second quarter we were expecting something big. So, here it is: Android is up 1,309 percent worldwide from this time last year, taking over 43.6 percent of the US smartphone market in the third quarter. In terms of mobile operating systems that makes it the dominant player in America, but with Apple capturing 26.2 percent it now jumps into the lead when it comes to hardware, beating out RIM’s 24.2 percent. That’s a swap from last quarter, where BlackBerries beat iPhones 32 to 21.7 percent, and worldwide things are looking the same: Apple at 17 percent compared to RIM’s 15. However around the globe it’s Nokia and the Symbian Foundation still dominating the stage as the leading smart phone OS vendor, owning 33 percent of the market compared to 38 last quarter, while Microsoft sits at a lowly 3 percent. With WP7 ready to rock the world, and Ballmer ready to release the advertising hounds, that’s a figure we’ll be keeping a close eye on for the next few quarters.
Update: NPD has posted its third quarter smartphone market share and Mobile Phone Track reports; they basically back up Canalys’ report, though NPD gives both Apple and RIM slightly less market share. Interestingly, RIM’s BlackBerry Curve 8500 series is identified as the second-best selling phone in the US in the quarter, while the lowly LG Cosmos for Verizon takes third. Weird, huh?
Can you remember the day when Apple’s audacious plan to sell 10 million iPhones in its first year was greeted with extreme skepticism within the cellphone industry. Now the computer company is shipping 14.1 million handsets every three months according to the latest IDC numbers, moving Apple into fourth place on its Top 5 list of mobile phone vendors worldwide. That moves Apple ahead of RIM, thus confirming a Steve Jobs boast made during Apple’s Q4 earnings calls. Sony Ericsson has been pushed off the list for the first time since 2004 when IDC began tracking the top 5 vendors.
But that’s not the only interesting bit of information we see in the IDC numbers that tally all cellphone shipments, not just smartphones. Overall market leader Nokia, slipped from a 36.5 percent to a 32.4 percent market share since the same quarter last year. IDC notes that Nokia is starting to show some weakness in emerging markets, one of Nokia’s last strongholds, with smaller regional handset makers starting to grab market share away from Espoo in Asia / Pacific and Latin America. It’s not doing well in smartphones either, with IDC claiming that Android devices are gaining momentum at Nokia’s expense. LG is also suffering with a 10.1 percent decline in shipments since the same quarter last year, dropping from 10.6 percent to an 8.3 percent market share globally. Read the full report after the break.
