Despite beating Wall Street expectations in terms of shipment volumes, Apple’s share in the worldwide smartphone operating system market posted a year-over-year decline during the second quarter of 2013 (2Q13). Meanwhile, Android and Windows Phone both managed slight increases during the same period. According to the International Data Corporation (IDC) Worldwide Quarterly Mobile Phone Tracker, vendors shipped a total of 236.4 million smartphones in 2Q13, up 51.3% from the 156.2 million units shipped in 2Q12. Second quarter shipments grew 9.3% when compared to the 216.3 million units shipped in 1Q13.
Smartphone OS Highlights
Android maintained its leadership position, with strong contributions from Samsung and its Galaxy S4. Not to be overlooked were LG and Chinese vendors Huawei, Lenovo, and ZTE, which each recorded double-digit shipment volumes in the millions. Combined, these vendors accounted for 62.5% of all Android-powered smartphone shipments during the quarter. Still, the remaining vendors within the Android ecosystem should not be overlooked, as many have developed a strong local presence within key developing markets.
iOS finished the quarter as the clear number 2 operating system, showing that, even without new product launches, demand remains strong. Moreover, Apple added new mobile operators to its camp, boosting short-term volumes and cementing long-term end-user relationships. What remains to be seen is how the new iOS 7 will be received once it reaches the market later this year, as much of the look and feel of the user interface has been revamped.
Windows Phone posted the largest year-over-year increase among the top five smartphone platforms, and in the process reinforced its position as the number 3 smartphone operating system. Driving this result was Nokia, which released two new smartphones and grew its presence at multiple mobile operators. But beyond Nokia, Windows Phone remained a secondary option for other vendors, many of which have concentrated on Android. By comparison, Nokia accounted for 81.6% of all Windows Phone smartphone shipments during 2Q13.
- Wndows Phone shows signs of life while BlackBerry keeps crumbling (news.yahoo.com)
- IDC’s 2Q13 Smartphone Share Report: It’s iOS vs. Android, and Windows Phone vs. Everyone Else (globalnerdy.com)
- The Android Stat That Shocked the Smartphone World (mobilemarketingwatch.com)
- Apple loses ground to Android and Microsoft in smartphone operating systems (telegraph.co.uk)
Atheer company, based in Mountain View, Calif., employs 20 people and is not venture capital funded so far. Atheer hopes to integrate its augmented reality and gestural control platform into existing mobile operating systems, such as Android, iOS, and Xbox.
Atheer’s technology demo at D11
Stealth startup Atheer came out of the shadows at the D: All Things Digital conference here, unveiling its wearable 3D augmented reality platform that works on top of Android and potentially other mobile operating systems.
Atheer’s technology employs stereoscopic glasses and a 3D camera to track hand movements to manipulate virtual objects in real space, similar in concept to the portrayals of gesture control in movies like “Minority Report” and “Avatar.”
“We are the first mobile 3D platform delivering the human interface. We are taking the touch experience on smart devices, getting the Internet out of these monitors and putting it everywhere in physical world around you,” said founder and CEO Sulieman Itani. “In 3D, you can paint in the physical world. For example, you could leave a note to a friend in the air a restaurant, and when the friend walks into the restaurant, only they can see it.”
Another startup: Meta
Another startup, Meta, is making similar claims about commercializing 3D glasses and gestural interfaces with mobile features such as Wi-Fi, GPS, accelerometer and voice control. But unlike Meta, which grew out of a Columbia University project, Atheer doesn’t want to go the route of Apple, creating a new, proprietary device.
More power efficient than SmartPhone
“We are aiming to make it significantly more power efficient than a smartphone,” Itani said. “We want to create a portable device you can put in your pocket and the interface is as big as possible.”
Atheer’s platform, which has been in development for a year and a half, is a bridge between existing mobile apps and games and those purpose-built for 3D augmented reality and gestural control. The platform will work with apps built on the open source Android platform, and could be integrated with Apple’s iOS, Microsoft Xbox, or Windows Mobile if they grant access to Atheer.
For Android apps not optimized for Atheer, users see a virtual tablet in front of them that they can manipulate by touch, just like a physical tablet. “This is important for people moving to a new platform. We reduce the experience gap and keep the critical mass of the ecosystem,” Itani said. “We don’t want to create a new ecosystem to fragment the market more. Everything that runs on Android can be there, from game engines to voice control.”
User experience like better than reality
Like other 3D augmented reality pioneers, Atheer, is facing an uphill battle and dependent on partners making the devices low-cost and easy to use. “In the end, it’s all about giving an experience will make their live easier and happier, whether a doctor or someone selling sandwiches,” Itani said.
One of the significant barriers to adoption for the wearable augmented reality glasses is creating an immersive user experience that doesn’t make it feel like a worse version of reality.
About Atheer and Meta
- Atheer bringing 3D augmented reality and gesture control to Android (news.cnet.com)
- Atheer Labs unveils 3D augmented reality mobile platform and a natural human UI (hands-on) (engadget.com)
- Atheer Looks to Add Human Touch to Futuristic Wearable Computers (allthingsd.com)
- Atheer’s Augmented Reality Glasses Tech Looks Cool (techland.time.com)
The chart at right represents the worst case scenario for Apple’s share of the global SmartPhone market.
Using Apple’s own numbers for fiscal Q2, we calculate that iPhone sales grew 7% year over year in a sell-in basis while the overall smartphone market grew by about 36%. The net result is that Apple’s share of the global smartphone market fell from 23% last year to 17% share this year — the largest year-over-year decline in the iPhone’s history.
The situation won’t get any better by June. Based on Apple’s fiscal Q3 revenue guidance, we estimate Apple will sell about 25 million iPhones in the current quarter. If the overall market grows 30%, Apple’s share will fall to 12.3%. If it grows 36%, Apple’s share falls to 11.7%.
Given this, how can be maintained a $600 price target for Apple and an Outperform rating?
- Apple’s market share typically troughs before new offerings… Apple’s share could increase dramatically with the introduction of a lower priced device, and meaningfully with the addition of new carriers. We estimate that adding China Mobile would boost Apple’s global smartphone market share by over 100 bps in the first year, and that a successful low end iPhone could boost share by 500 bps or more.
- iPhone is still growing healthily. As gloomy as these market share forecasts appear, we model iPhone unit sales growing 15% in FY 2013, and 10% in FY14, and our model does not include the introduction of a lower-priced device. Yes, Apple is growing at a fraction of the market – because it is not participating in the fastest growing, low end segment – but we still expect it to grow.
- The size of the total iOS ecosystem remains staggering on both an absolute and relative basis – and Apple’s customer base remains intensely loyal. In short, iOS is in no risk of going away… Moreover, our consumer surveys point to iPhone repurchase intentions of over 90%, notably ahead of competing ecosystems, including Android.
- Market share does not necessarily correlate with profitability. Currently, Apple’s iPhone positioning is increasingly mirroring the Mac, which commands just 5% PC market share, but is highly profitable, accounting for an estimated 40% of total PC industry profits.
- Philip Elmer-DeWitt: Analyst: Apple’s smartphone share in single digits by Sept. (tech.fortune.cnn.com)
- CHART OF THE DAY: The iPhone’s Market Share Is Dead In The Water (AAPL, GOOG, MSFT, GOOG) (businessinsider.com)
- Analyst: Apple’s smartphone share in single digits by Sept. (forums.pinstack.com)
- Analyst: Apple’s Smartphone Share Could Drop to 9% by Q3 2013 [Chart] (iClarified.com)
- IDC on Smartphones in Q1: Android Dominant , WP up , iOS down (techysants.wordpress.com)
- Verizon iPhone First Take (reviews.cnet.com)
- What does the iPhone 5 mean to Android? Not a lot (reviews.cnet.com)
What is Google Glass?
Google Glass is a mobile solution that could replace SmartPhones. Google is thinking to put it on the market in 2014. These glasses are displaying information from Internet superimposed on the classical view which is a solution respecting the principle of augmented reality.
First video explaining the concept (2012)
The film shows the concept before the finalization of the prototype.
Last video presenting v1 of Glass (2013)
The film shows first version of Google Glasses with current Apps in situation.
Functions of Google Glass
Google Glass includes a processor, a flash memory, a battery, a photo camera / video camera, one speaker, two microphones, a wireless antenna, Bluetooth and an accelerometer, a gyroscope and a compass. Google Glass does not have 3G modem, so you have to connect the phone to the glasses via Bluetooth to communicate and surf the internet.
They include most of the features offered by Google: Calendar, SMS / MMS, GPS, camera, email, etc.. These commands can be activated by voice through voice recognition. A small trackpad located on a branch of Google Glass scroll pages eg to move from a menu. You can also control the scroll pages or click nodding.
Specifically, to use these glasses, you have nothing to do, or just talk to them!
- Say “take a picture” to immediately take a picture
- You can record what you are seeing
- These photos or videos can be shared with friends / contacts
- Get a GPS guide your route directly super
- Record an audio message to send
- Ask an encyclopedic information
- Get an instant translation of a phrase that you dictate
- Get information without even asking
See how to use Google Glass: http://worldofinnovations.net/2013/05/09/google-glasses/
Other french products in preparation
- Would you try Google Glass? (thedailyquirk.com)
- Could This Be the Future of Google Glass? (mashable.com)
- Looking to try Google Glass? This guy 3D-printed a pair and released the design (thenextweb.com)
- Augmented Reality: Google executive musing over Google Glass (wired.com)
- Product Spotlight: Google Glass (InsuranceFiles.com)