Market Share

Smartphone market-share vs profit-share visualized

Interesting visualization of smartphone market-share vs profit-share and how it's changed from 2007 to 2010. Also interesting how survey results use terms like Android vs. iPhone while the actual business metrics always seem to break down by manufacturer (notice it's Apple, not iPhone or iOS above, and no Android is mentioned, though Moto, Sammy, et al are front and center).

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Apple stealing ad revenue from Google and Microsoft

With the Launch of iAd by Apple many companies are choosing to advertise with them instead of Google or Microsoft. Businessweek.com reported that Apple may control as much as 21% of the market by the end of the year. Google will drop to 21% from last year’s holding of 27% and Microsoft, who was only just getting into ads, will drop to just 7% from last year’s 10%.

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iPhone: 3% market share vs. 39% profit share

iPhone has tiny market shall, monumental profit share according to Canaccord Genuity and IDC, and pretty much everyone else who's ever mentioned it. TiPb's been pointing this out for a long time of course, but boy does the above graphic make it visually apparent just what the difference is.

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Regarding Gartner saying Android market share will surpass iPhone

Gartner says global Android market share will surpass iPhone market share by 2011:

Gartner expects manufacturers such as Samsung to launch many new budget Android devices in 2H10 that will drive Android into mass market segments. Other players, such as Sony Ericsson, LG and Motorola, will follow a similar strategy. This trend should help Android become the top OS in North America by the end of 2010.

Android would remain second only to Nokia.

Totally unrelated link: iPhone is 3% of handset unit volume, 2x profit of RIM, Nokia, Sony combined. iPad next?

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iOS now 3rd most popular internet platform after Windows, Mac

Net Applications is reporting that iOS has passed Linux to become the third most popular platform accessing the internet. With a 1.1% share, they're still behind big brother Mac OS X's 5% and way behind Windows all-encompassing 91.3% share. However, for a mobile OS, especially considering the next most popular mobile OS, Android, is at 0.2%, that's a fairly huge accomplishment. According to Vince Vizzaccaro, VP of NetApps:

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Acer: iPad market share will drop from 100% to 20%

Acer chairman JT Wang, thinks that the iPad will drop from its current near 100% market share to somewhere around 20% or 30%. Like Asus, Acer's netbook business is feeling the pain of Apple's entry into the "third device category" with iPad. Since Apple is pretty much alone in that space right now -- despite a 10 year Tablet PC head start we should point out -- any form of real competition will begin splitting the market.

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Counting iPad, Apple is 3rd largest portable computer maker

With 3.3 million iPad sales last quarter, if that number is lumped in with MacBook and MacBook Pro laptop sales, Apple reportedly slingshots over Asus, Lenovo, Toshiba and Dell to claim the #3 spot in portable computer market share.

Which is okay for headlines and graphs, I guess. As longtime readers know, I've repeatedly said market share isn't anywhere near as important for Apple as profit share. With just 3% of the smartphone market they still make twice the profit Sony, Nokia, and RIM make combined. With single digit PC share they still make umpteen billions on higher end, higher margin Macs.

Sure an iPad can't do everything a Mac laptop or Windows or Linux laptop or netbook can do, but it can apparently do enough things well enough, and maybe a few things better enough, to be selling a million units a month with no sign of slowing down. It's not cannibalizing Mac sales to do it either. If it's cannibalizing netbooks and bargain laptops, already practically loss-leaders for Intel, Microsoft, and the manufacturers, while significantly boosting Apple's bottom line, then that's very interesting for the market.

Especially when Microsoft still seems intent on competing with tablets based on Intel chips running Windows 7 -- sometime in 2012. My guess is HP/Palm and BlackBerry maker RIM are more likely to try and emulate Apple's more mobile OS, higher margin strategy.

But back to the headline and graph: 1) should iPad be counted as portable computers alongside laptops and netbooks, and 2) what kind of market does that make where Apple is earning huge margins while everyone else is scraping by on razor-thin, race-to-the-bottom portable PCs?

[Fortune, graphs via Deutsche Bank's Chris Whitmore]

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iPhone is 3% of handset unit volume, 2x profit of RIM, Nokia, Sony combined. iPad next?

While iPhone accounts for only 3% of handset market share by unit volume, Finacial Times reveals some Goldman's numbers that show it's set to capture a stunning 2X the profit share of Nokia, RIM, and Sony -- combined.

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Regarding Android vs. iPhone market share

According to NPD, more smartphones were sold in the US that run Android than smartphones than run iPhone OS in Q1 2010. BlackBerry remains in the number one spot. According to NPD. Apple isn't a fan of the metrics being used:

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Apple's iPhone Market Share Still Growing, iPhone 3GS #2 US Best-Seller

PreCentral.net points us to comScore's latest stats showing Apple's iPhone market share is still on the way up, going from 24.1% to 25.3%, a 1.2% increase.

Google's Android, with its Droid on Verizon splash jumped 2.7% (to reach 5.2). Everyone else was in the negative, with RIM down 1% (though still huge at 41.6%), Microsoft down 1% (to 18%), and Palm down 2.2% (to 2.7%).

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