Wednesday, July 28, 2010

Smart Phones


1) Apple sold 8.4 million iPhones in the quarter, a 61% growth year-on-year, but fewer than the 8.75 million it sold in the previous quarter. This may be in some way to be expected with Apple, given their unique smartphone release cycle.

2) But the numbers paint an interesting picture. For example, based on these numbers,
-Apple now sells 92,000 iPhones a day. For comparison,
- 160,000 Android devices are being sold each day,
- 120,000 BlackBerries,
- 45,000 Windows Mobile devices (yeah, I know)
- and 260,000 Symbian handsets.

Apple’s market share in smartphones could now be down to 14%, from its peak of 17%, where it has been for the previous 3 quarters.

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http://techcrunch.com/2010/07/20/apple-obliterates-q3-earnings-estimates-on-best-mac-sales-ever-and-huge-ipad-numbers/


http://theappleblog.com/2010/07/20/apple-q3-2010-record-mac-sales/


Over 100 million iOS devices out there now
-
- 8.7 million Iphones
-
9.4 million iPods versus 10.2 million a year ago

- 3.27 million iPads in 10 countries
-
Wow, iPads Almost Outsold Macs Last Quarter. And It Was The Most Macs Ever Sold

  • 33% year over year growth for Macs. We’ve outgrown the global market ( 9 million Macs ).

  • 9.4 million iPods versus 10.2 million a year ago
  • iPod touch grew 48% year over year
  • iPod share is over 70% — best selling MP3 player in nearly every country we track
  • iTunes store rev exceeded $1 billion.
  • 225,000 apps — now over 11,000 apps for iPad
  • Over 5,000,000,000 apps downloaded.

  • 1.7 million iPhone 4s in the 5 initial countries.
  • Strong growth in Asia, Europe, and Japan for iPhone

Q: iPad demand?

TC: Anecdotally, I think it’s beyond the early adopters already, as I’ve said. I don’t know what the competition will do. I know they’re working on things. Maybe people will subsidize them, but I’m not sure people really want another contract in their lives.

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