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Friday, January 25, 2013

Samsung and Apple both under pressure after a strong 2012, says ABI Research

1.6 billion mobile phones were shipped worldwide in 2012; a 2% year-on-year increase, according to ABI Research.

Smartphones accounted for 41% of the overall figure.

Although some manufacturers release shipment or sales figures as part of their quarterly results, others don’t provide a detailed breakdown. The full statement from ABI Research is below; figures from IDC and Strategy Analytics are covered in separate reports.


Smartphone Pressure Mounts for Samsung and Apple Exiting a Strong Q4 2012, According to ABI Research

Nearly 196 million smartphones and 451 million handsets were shipped during Q4 2012, according to the latest estimates from marketing intelligence firm ABI Research. This brings 2012 annual totals to 653 million smartphone and 1.6 billion handset shipments, representing a 36% and 2% YoY growth rate respectively. Smartphones accounted for 43% of all handset shipments in Q4, which pushed smartphones to 41% of all shipments in 2012.

Samsung retained its lead position overall by shipping 106 million handsets of which 60 million were smartphones in Q4 and capturing 31% of total smartphone shipments. In 2012 Samsung grew its handset shipments by 21.6% and its smartphone shipments by 123.8%. Despite missing most analyst estimates in Q4, Apple grew its smartphone shipment share to 24.5%, up from 16.4% in Q3. Apple shipped 47.8 million iPhones in Q4 bringing its 2012 annual total to 135.8 million. Apple’s 2012 annual shipment growth declined from 96% in 2011 to 46% in 2012.

“It is clear that the iPhone’s hyper-growth has ended, and ABI Research believes that Apple’s market share will peak in 2013 at 22%,” says mobile devices senior analyst Michael Morgan. “Unless Apple is willing to trade iPhone margins for low cost iPhone shipments, Apple’s handset market share will become dependent on customer loyalty.”

Looking at the rest of the pack, Nokia shipped 86.3 million handsets and 6.6 million smartphones in Q4 while RIM’s shipments of smartphones declined to 6.9 million. ZTE had an excellent Q4 with 20.7 million handset shipments and 11.2 million smartphone shipments.

“Samsung and Apple are both under pressure to maintain their market lead as less costly smartphones gain momentum entering 2013,” notes senior practice director Jeff Orr. “Technology optimization choices and a diverse handset portfolio are critical decisions over the next 6 to 9 months to come out ahead.”

[Report]

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Opinion Articles

SpinVox visit offers a few clues about the technology

Mark Bridge writes:

So, dear reader, let’s start at the beginning. Once upon a time, a mere five years ago, there was SpinVox. A company created with help from entrepreneur Christina Domecq – whose surname offers a clue to her family’s background – and Daniel Doulton, the man behind the Psion series 5. (Sherry and portable computers; two of my favourite products. But I digress).

The company’s promise was simple: to turn voicemail messages into SMS text messages.

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That just about covers it

Mark Bridge writes:

In my last article I looked forward to a world of cyborgs… but feared that decent battery life could stifle my dreams. And this week I’m on a similar theme, despairing that the UK’s mobile coverage problems probably won’t be solved before the Silver Jubilee of Vodafone and Cellnet’s networks.

To illustrate my worries, let me tell you a story.

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What price for a hands-free conversation?

Iain Graham writes:

When you get up tomorrow morning and get in the car, why don't you screw up three £20 notes and lob 'em out of the window?!  Oh, and whilst you are at it, take out your driving licence, and put three points in the penalties column!!

Why would you do that, I hear you ask?

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The Singularity is… errm… on its way, I think

Mark Bridge writes:

I’m an optimist. I’m not quite sure why I’m wired that way but I’m perfectly happy with it. Much as you’d expect, I suppose. And although I tend not to tap-dance in the gutter when it’s raining, I firmly believe that life is like a musical.

That’s probably why I’m such a fan of what’s become known as ‘the Singularity’; a point when technology and evolution are expected to combine. As computers become smarter, so they’ll be able to build smarter computers themselves – and before you know it they’ll be repairing people and improving the design. If all goes well I’ll look like a combination of Robocop and Jude Law.

“Fascinating”, I hear you say. “Bring on the medical nanobots. But what’s all this got to do with mobile phones?”

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Web Browser vs. Application Stores

James Rosewell writes:

Anyone involved in the mobile industry will have hardly failed to notice the hype surrounding mobile application stores led by Apple. Application stores provide a really simple way for consumers to install applications on their mobile phones. They’re so simple I heard Iain Graham had used one the other week!

However they don’t solve the fundamental problem of handset compatibility.

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