17 May 2013

Global Smartphone Market Share Trends - Q1 2013: Android Extends Lead Over iPhone, Windows Phone Performance Mixed

Global Smartphone Sales - Gartner

It's time again for my quarterly review of smartphone market share trends around the globe. While I initially considered doing this semi-annually, I've been requested to make it a quarterly feature. As always, Q1 2013 data is sourced from Gartner and Kantar Worldpanel reports and complemented with reports from other research houses as and when available.

14 May 2013

Slowing Windows Phone App Growth Points to Weak Developer Interest

App Growth by Platform

Microsoft recently unveiled that the Windows Phone Store has about 145,000 apps available. Based on this figure, app growth for the Windows Phone platform seems to be slowing. Windows Phone 8 was supposed to help drive developer interest, but has done nothing to stem this slowdown after being on the market for 6+ months.

10 May 2013

Mobile Platform Concentration Growing Twice as Fast as PC Industry

Personal Computing Market Share History

Over the last few years, mobile platforms like Android & iOS have gained market share in computing systems at the expense of legacy WinTel-based devices, i.e. traditional PCs. The chart above gives us a great snapshot of the impact of Post-PC platforms. We can also use this data to compare how platform market share concentration changed over time in the PC industry and contrast it with the first few years of the mobile revolution.

7 May 2013

Tablet Shipments to Overtake PCs by Q3/Q4 2013 (Revised Estimate)


Tablet vs. PC Shipments - Q1 2013

A few months ago, I had estimated that tablet shipments would overtake PCs by Q1 2014. This was based on the fact that the substitution rate pattern of tablets vs. PCs was similar to the one we saw in the early days of the modern vs. legacy smartphone battle. Let’s use the tablet & PC shipment data from Q1 2013 to revise our estimate.

3 May 2013

Tablet Market Share Trends: Android Leads, iPad Loses Ground, Windows Struggles

IDC - Tablet Market Share - Q1 2013

IDC has just released their tablet market estimates and their figures are quite a bit off from my original Q1 estimate, but eerily similar to my revised estimate based on NPD's figures. Android tablets seem to have permanently stolen the tablet market crown from the iPad, while Windows tablets have continued to struggle. Let's take a deeper look at the figures.

30 Apr 2013

The Future of Google Glass: Developers & OEMs

Google Glass

With Google shipping early explorer editions of Glass to early adopters, the buzz around the product has reached a fever pitch. Of course, this excitement is currently limited to Silicon Valley investors and tech enthusiasts, but it is unprecedented for a product that is still a prototype. Let's take a look at the future of Google Glass.

26 Apr 2013

Apple Q3 Results Highlight Slowing iPhone, 9.7" iPad Sales

iPhone & iPad Shipments - Q2 2013

Apple announced results for its fiscal Q2 2013 on Tuesday. The company posted its first QoQ profit decline in years, amid slowing growth. iPhone shipments totaled 37.4 million and iPad shipments totaled 19.5 million for the quarter. Let's look at sales growth and ASP trends to benchmark our previous estimates regarding iPhone growth and iPad Mini cannibalization.

23 Apr 2013

Microsoft's Q3 Results Not Really Good News

Windows Revenue vs. PC Shipments

Microsoft announced their fiscal Q3 (calendar Q1) results last week, and the figures were surprisingly stable given the steep decline in PC shipments this quarter. Microsoft announced Q3 revenue of $20.49 billion and an operating income of $7.61 billion. The Windows division revenue was flat sequentially, at $5.7 billion. However, a deeper look at the numbers show some worrying signs.

19 Apr 2013

Nokia Q1 2013 Results: Smartphone & Feature Phone Shipments by Region

Nokia Smartphone Shipments - Q1 2013

Nokia's stock price crashed by over 10% on mixed Q1 2013 results. Nokia's Lumia range finally seemed to be picking up some traction, with 5.6 million shipments, but this was offset by Symbian shipments dropping to just 0.5 million. However, Nokia's feature phone business seems to be collapsing, showing a 30% sequential decline and a 21% annual decline. Using Nokia's announced figures, let's attempt to estimate their smartphone and feature phone shipments by region and gauge their smartphone migration efforts.

16 Apr 2013

Will 7-Inch Tablets Help Windows 8/RT?

7-Inch Microsoft Surface
According to recent reports, Microsoft is working on extending the Surface lineup with a 7-inch tablet. Micrsoft had previously altered the minimum hardware requirements for Windows 8 tablets, which could theoretically allow screen sizes as low as 7-inches. I have had a consistently bearish view of Windows 8's chances in the tablet market, but do 7-inch tablets change anything?