iPhone saves smartphone market


"Smartphone volumes during the quarter rose due to record sales of Apple iPhones". That's a helluva statement -- from Gartner's press release on Q4 2011 handset sales today. Emphasis on sales, which is what the analyst firm measures, not shipments into the channel like its competitors. One hundred-forty nine million smartphones sold globally during the quarter, up 47.3 percent year over year, 35.46 million from Apple.
Last month, Apple claimed 37.04 million iPhone sales, which, of course, really means shipments. Apple's stunning fourth quarter raised its ranking. The Cupertino, Calif.-based company passed LG to take third place in overall handset sales for all 2011 -- not just smartphones -- 5 percent to 4.9 percent share, respectively. In smartphones, Apple claimed top spot for the quarter and all 2011, with 23.8 percent and 19 percent market share, respectively. Apple sold 89.7 million handsets last year.
What are the three top-selling US smartphones? iPhone


In fourth quarter, that would be iPhone 4S, 4 and 3GS, in order from one to three, according to NPD. But before the Apple Fanclub does high-fives, Android share among first-time buyers outpaced iPhone, as measured by smartphone operating system, contradicting some other analyst data.
"iPhone 4S outsold the iPhone 4 by 75 percent, and outsold the iPhone 3GS, available for free on AT&T, five to one", Ross Rubin, NPD executive director, says. Well, so much for my theory older, discounted iPhones was a brilliant Apple strategy. Which again raises questions about the power of brand, considering iPhone isn't LTE, while AT&T and Verizon offer real 4G smartphones -- all Androids.
Apple claims smartphone crown from Nokia, Samsung


iPhone's remarkable fourth-quarter surge -- 37 million units -- lifted the handset ahead of the two previous smartphone leaders, according to Canalys. For full year 2011, Apple shipped 93.1 million smartphones, compared to Samsung's 91.9 million and Nokia's 77.3 million. Nokia, the company that invented the smartphone, has bled share since iPhone launched nearly 5 years ago, but artery versus vein since announcing the switch to Windows Phone from Symbian in February 2011.
Apple's climb to the top followed October's iPhone 4S launch and availability of older 3GS and 4 models for free and $99, respectively. Samsung shipped 35.3 million smartphones in Q4, behind Apple, while Nokia shipped 19.6 million -- a stunning 31 percent decline. By comparison, iPhone shipments surged 128.1 percent for the quarter and 96 percent for the year.
So much for iPhone catching Android


Just weeks ago the Apple Fanclub of bloggers and journalists giddily posted about how iPhone had reversed Androids' gains. But new data from comScore shows that, in the United States at least, Android is doing just fine, despite iPhone's remarkable fourth-quarter sales surge (more than 37 million units).
As measured by smartphone OS among cellular subscribers 13 and older, Android share grew to 47.3 percent at the end of December from 44.8 percent three months earlier. During the same time period, iPhone/iOS rose 2.2 points to 29.6 percent share. More broadly, for all handsets, Apple was the only manufacturer to gain share during fourth quarter -- up 2.2 points to 12.4 percent, or twice free-falling Research in Motion. Samsung firmly held its lead, 25.3 percent, which is the same as end of September.
AT&T and Verizon account for nearly one-third of iPhone sales


This morning, before the opening bell, AT&T announced calendar fourth-quarter earnings and record iPhone sales -- 7.6 million. Combined with Verizon's number that works out to 32 percent of iPhones sold during the quarter. Sprint will announce earnings results on February 2, conceivably pushing the number close to 40 percent. Apple CEO Tim Cook has called China Apple's second-most important market. Want to guess which is first?
For AT&T, iPhone was huge during fourth quarter. The carrier sold 9.4 million smartphones, and 80.5 percent of them were iPhones. The number was smaller, but still substantial, for Verizon: 54.4 percent. While Android sales paled by comparison, AT&T doubled them year over year -- not surprising with Samsung's aggressive marketing campaign for Galaxy S II and mid-quarter's introduction of LTE models HTC Vivid and Galaxy S II Skyrocket.
iPhone represents more than half of Verizon smartphone sales


This morning before the opening bell, Verizon Wireless announced fourth-quarter results. The carrier sold 7.7 million smartphones. Earlier this month, the nation's largest carrier disclosed 4.2 million iPhone activations during the same time period. Divide it up, and iPhone accounted for 54.5 percent of Verizon smartphone sales. (Update: Revised 4.3 million number released today puts it at 55.8 percent.) By comparison, Verizon sold 2.3 million 4G LTE devices, which includes mobile hotspots and tablets. At best, LTE devices accounted for 30 percent of smartphone sales. However, since that number includes other devices, iPhone outsold LTE smartphones by about 2 to 1.
In September I asked: "What if there is no iPhone 5 LTE?", before Apple announced 4S instead. Today, Verizon answered that question. As of Monday, the nation's largest 4G network reached 200 million in 195 US markets. Verizon currently offers 20 LTE devices, 10 of them smartphones -- 11, if counting 16GB and 32GB Droid Razrs. How much does LTE matter? Clearly not enough.
'This is our generation's Woodstock'


Samsung's newest "The Next Big Thing is Already Here" TV commercial is the riskiest, but by far the snarkiest for anyone closely following the marketing campaign. The jokes are all inside and require some familiarity with previous installments. The risk: Everyone else won't get it. The snark: The iPhone hipster putdowns are mean -- really mean.
During the very first commercial, one Apple hipster waiting in line for iPhone could never get a Samsung because he's "creative". The guy next to him snipes: "Dude, you're a barista". Both men are back in the new commercial, with the barista serving coffee to the snarky companion -- who is carrying Galaxy S II! He's done with the iPhone hipset and makes it known: "It's nice latte art, my man. I see you're still creative". He's with a woman who had the same Samsung smartphone during the first commercial in the series. The Barista: "You two look happy, with your phone".
'We just got Samsunged'


Since buying Galaxy Nexus last month, I haven't paid as much attention to Samsung's stunningly clever "The Next Big Thing is Already Here" advertising campaign that slaps around the iPhone hipster set. There's a new TV commercial that begins with a group of iPhone want-to-haves camped out, literally, by an Apple Store.
"Ah that looks like last year's phone" is the killer line, says a guy rising from his sleeping bag to look at an unboxing video of, presumably, iPhone 4S. Samsung snark already has soured perceptions of iPhone and boosted those of Samsung brands, according to YouGov BrandIndex. The attack ads, which never specifically mention iPhone, marks one of the most iconic marketing campaigns since Apple's "Get a Mac".
It's not because of iPhone 4S


That's again my reaction to startling US mobile numbers that Nielsen released today. Like comScore, Nielsen shows dramatic -- and I mean absolutely stunning -- changes in Android and iPhone adoption since the 4S shipped. Android share, as measured in smartphone operating systems among new purchasers, plummeted from 61.6 percent in October to 46.9 percent in December. Meanwhile, iPhone rose from 25.1 percent share to 44.5 percent. Distribution -- not release of iPhone 4S -- is reason, or so I say.
Nielsen, naturally sees something else: "The high-profile launch of Apple’s iPhone 4S in the Fall had an enormous impact on the proportion of smartphone owners who chose an Apple iPhone" -- that would be for November and December. But that simplistic analysis overlooks mitigating factors. Among the most important -- 43 percent of new buyers chose older iPhones 4 or 3GS.
Tim Cook takes iPhone where Steve Jobs couldn't


In one Samsung iPhone-mocking "Next Big Thing" commercial, an Apple fan laments: "If it looks the same, how will people know I upgraded?" Maybe that's the point of iPhone 4S -- people aren't suppose to know whether you have the new or older model. If that's the intention, and not some dumb-luck circumstance, then Apple CEO Tim Cook deserves high praise for brilliant, strategic execution. Rather than fraking up by not releasing iPhone 5 last year, Apple may have in iPhone 4S achieved a marketing milestone worthy of industry recognition -- or at least some PhD candidate's dissertation.
It's like this: Analyst data from several sources released this week shows surprising iPhone uptake, whether actual sales or simple consumer intentions to buy. The most compelling comes from NPD, which October/November US retail sales figures are nothing short of shocking. Year over year, Android smartphone OS sales share rose to 60 percent from 45 percent in third quarter 2011. During the same time frame, iOS went from 23 percent to 29 percent sales share. Both operating systems had dipped and rose during that year. But in just two months, October to November, Android fell share from 60 percent to 47 percent, while iOS rose from 29 percent to 43 percent. I see Apple's iPhone 4S strategy, not the new smartphone's actual sales, as the reason.
10 resolutions Apple should make for 2012


This is the first year Apple will operate without its co-founder and leader Steve Jobs. To move forward without him, what does the company need to do in the new year? While I've never fancied myself a prognosticator, I do have a few suggestions on what the Cupertino, Calif. company needs to do.
Some have to do with changing the way Apple works and does business; others require some hard decisions on Apple's product lines. Either way, 2012 will give us the first glimpse whether or not Apple can move on from its past and iconic leader.
Galaxy Nexus shames iPhone 4S Siri


So much for Apple's voice command/response technology Siri.
Among this year's holiday presents, our family received a gift card for Italian eatery Buca di Beppo, which my daughter gladly used to go out to dinner with a friend. So last night, they're ready to drive but no one knows to where. She pulls out her iPhone 4S and speaks "directions to Buca di Beppo", which Siri can't understand and repeatedly gives meaningless results when she tries again.
Hark the Herald Androids Sing


So-o-o-o-o, I'm trying to get into the holiday spirit here at BetaNews, which explains posting the Team CoCo video mocking Amazon Kindle Fire. That's one for all you iPad lovers and Apple fans. Retrevo has redone two classic Christmas carols, and, it only seems fair after giving iPad idolaters a present the Android army should get one, too.
Sing along for Android "our newfound king". Given Android's recent market share rise against iOS, that's no idle claim.
The best two tech ads this holiday are from Apple and Google


Unsurprisingly, they promote smartphones -- iPhone 4S and Google Nexus.
Yeah, I know, this is a bit fluffy stuff, but I'm flu-stricken today and barely able to sit up to type. Besides, these are both really great ads that stand out for creativity and how well they demonstrate product benefits. Good marketing is often about great storytelling and, with smartphones like these, communicating a single benefit watchers will remember. You'll remember both these commercials, surely.
Who gets what at Android Market? [infographic]


Earlier this week, Google proclaimed an important milestone for Android Market: 10 billion downloads. That's still something like 8 billion behind Apple's App Store. The questions: who, what, when and where? There are answers in a handy infographic posted by Eric Chu, Android Developer Ecosystem, yesterday.
Asia rules, based on per-capita downloads -- four of the top-five are from the Pacific Rim. South Korea leads, while the United States nudges past Singapore to capture the fourth spot. European nations claim four of the next five spots, with Israel pushing between Sweden and Denmark for sixth place. Apparently, by the per-capita measure, the Americas aren't so hot for Android Market.
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