Tag Archive | Market share

1Q14: PC market share declines from 1,7% vs 1Q13

PC market share 1Q14

Worldwide PC shipments totaled 76.6 million units in the first quarter of 2014, a 1.7 percent decline from the first quarter of 2013, according to preliminary results by Gartner. The severity of the decline eased compared with the past seven quarters.

All regions indicated a positive effect since the end of XP support stimulated the PC refresh of XP systems. Professional desktops, in particular, showed strength in the quarter. Among key countries, Japan was greatly affected by the end of XP support, registering a 35 percent year-over-year increase in PC shipments. The growth was also boosted by sales tax change. We expect the impact of XP migration worldwide to continue throughout 2014

While the PC market remains weak, it is showing signs of improvement compared to last year. The PC professional market generally improved in regions such as EMEA. The U.S. saw the gradual recovery of PC spending as the impact of tablets faded.

The PC market continued to be tough for many vendors. Economies of scale matter tremendously in this high-volume, low-profit market, which is forcing some vendors, such as Sony, out of the market. In contrast, all of the top five vendors, except Acer, registered year-over-year shipment growth. The top thee vendors — Lenovo, HP and Dell — have all confirmed the importance of the PC business as part of their overall business strategies.

Lenovo experienced the strongest growth among the top five vendors. Its shipments grew 10.9 percent and Lenovo extended its position as the worldwide leader. The company’s shipments grew in all regions except Asia/Pacific, where growth in China has been problematic. Overall, the China market again slowed, in part due to the long holiday in the middle of the quarter.

Q4 2013, smartphones: Samsung & Apple on top

SmartPhoneAsGift

2013: Global SMARTPHONE market share: Samsung 32.3%, Apple 15.5%, Huawei 5.1%, LG 4.8% Lenovo 4.6%.

Global Smartphone Shipments Reach a Record 990 Million Units in 2013.

Global smartphone shipments grew 41 percent annually to reach a record 990 million units in 2013. Huawei, Lenovo and LG were the star performers, capturing a combined 14 percent marketshare worldwide and closing the gap on Apple.

Global smartphone shipments grew 34 percent annually from 217.0 million units in Q4 2012 to 290.2 million in Q4 2013. Global smartphone shipments for the full year were just shy of the 1 billion level, but they nonetheless reached a record 990.0 million units in 2013, increasing from 700.1 million in 2012. Global smartphone shipment growth decreased slightly from 43 percent in 2012 to 41% in 2013, due to high penetration in some major markets like the United States.

Samsung shipped a record 319.8 million smartphones worldwide and captured 32 percent marketshare in 2013. This was the largest number of units ever shipped by a smartphone vendor in a single year. Despite tough competition from a long tail of Chinese and American brands, Samsung continued to deliver numerous hit models, such as the Galaxy S4 and Note 3.

Apple grew a sluggish 13 percent annually and shipped 153.4 million smartphones worldwide for 15 percent marketshare in 2013, dipping from the 19 percent level recorded in 2012. Apple remains strong in the high-end smartphone segment, but a lack of presence in the low-end category is costing it lost volumes in fast-growing emerging markets such as India.

Samsung and Apple together accounted for almost half of all smartphones shipped worldwide in 2013. Large marketing budgets, extensive distribution channels and attractive product portfolios have enabled Samsung and Apple to maintain their grip on the smartphone industry. However, there is clearly now more competition coming from the second-tier smartphone brands.

Huawei, LG and Lenovo each grew their smartphone shipments around two times faster than the global industry average and captured a combined 14 percent marketshare. Huawei is expanding swiftly in Europe, while LG’s Optimus range is proving popular in Latin America, and Lenovo’s Android models are selling at competitive price-points across China. Samsung and Apple will need to fight hard to hold off these and other hungry challengers during 2014.

Q42013 SmartPhone market share

Q4 2013, tablets: Lenovo & Samsung increased their market share

Samsung Apple Q4 2013

Worldwide, IDC estimates 76.9 million tablets were shipped in Q4 2013, which comes out to 62.4 percent growth over Q3 2013 and 28.2 percent on Q4 2012. In all of 2013, 217.1 million units were shipped, up from 144.2 million in 2012.

TOP5 Tablet vendors Q4 2013

IDC’s latest Q4 2013 report of global tablet shipments showed only Lenovo and Samsung increased their market share among the top five brands.

Apple still holds a firm position at the top with 33.8 percent of the market, but that figure fell 4.4 percent year-on-year. South Korea’s Samsung, in second place, gained a hefty 5.8 percent of the market and shipments grew 85.9 percent year-on-year. China’s Lenovo rounded out the top five growing from 1.3 to 4.4 percent market share. That might not seem like much, but Lenovo’s shipments more than tripled in the past year.

Lenovo’s access to the Chinese whitebox manufacturing infrastructure has helped it drive more low-priced tablet products into the market; the company’s strength in emerging markets, and its increased market share in adjoining markets such as PCs and smartphones, makes it well positioned to see additional tablet gains in 2014.

Amazon and Asus make up the remaining spots in the top five. Amazon’s market share dipped from 9.9 to 7.6 percent, while Asus held a steady 5.1 percent.

3Q13: Apple’s smartphone share in single digit

Apple 3Q13 screen-shot-2013-04-29-at-4-18-04-pm

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.

Apple: innovations wanted now!

  AppleDown

Since 2012, no major innovation comes from Apple. The company collapses on Wall Street since September 2012, and the Dow Jones with, in April 2013.

Greater the success, greater will be the fall?

While Apple’s stock had exceeded U.S. $ 700 in September 2012, she fell yesterday to U.S. $ 380 in the stock market on Wall Street, nearly half! As a result, the New York Stock Exchange finished well in the red and the Dow Jones dropped 0.94%. Worse, Apple action now displays a price / earnings ratio of nine times, it is ie very low, worthy companies deemed (“Permanently screwed”) by the markets. group at Apple, must publish the results of its first quarter results on Tuesday, April 23 through a difficult period, punctuated by disappointments. Admittedly, expectations are so strong!

What ignited the powder?

Cirrus American company said this week that its unsold inventory “of a product from a customer” were greater than expected in the first quarter 2013. Yet the company is a leading provider of audio components for Apple on the supposed flagship models such as the iPhone and iPad and it generates 90% of its sales through Apple!

This concern on sales adds to doubts about the future of the company: the management team have a vision for the company? Did Apple really revolutionary new products in the hood? How to improve its margins in decline since its flagship products become commonplace?

On mobile phones, the lead taken by Samsung

In terms of mobile phones, Samsung, selling 25 million smartphones per month, continues to steal market share at the California firm. According to forecasts from research firm Strategy Analytics, the South Korean should hold 38% market share in 2013, while Apple on the other hand do have more than 19%. In 2012, the gap was much thinner since Samsung had 32% and Apple 21% market share.

2013 financial perspectives

If in 2012, the company has still reached $ 43 billion, up 10%, some analysts predict that Apple’s net income could decline by 18% in the first quarter compared to the same period of the last year it would be an absolute first: the benefits have not declined over the past decade!

Some data still green

Apple has $ 150 billion in cash reserves, and has no debts. It helps to relative the health of the company. Who can say the same?

Related articles

Worldwide Projected Tablet Market Share Projection – Q1 2013

TabletMarketQ12013

Using the data from December & January, we get the following market share split by platform.

This projection is likely to be somewhat conservative for Android tablets. Display shipments in February are likely to be closer to January’s figures, as compared to December, which puts the iPad’s market share under even more pressure.

In addition to this, rising demand from emerging markets is likely to continue to boost Android tablet shipments. Meanwhile, Windows 8/RT tablets seem to be following in Windows Phone’s footsteps.

See more details