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Kantar: Android gains share from March-May, iPhone results mixed

  • With the help of a strong Galaxy S5 launch and healthy low-end phone demand, Android's (GOOG) U.S., Chinese, EU5, and Japanese shares respectively rose to 61.9% (+990 bps Y/Y), 82.7% (+1130 bps), 73.3% (+150 bps), and 47% (+50 bps) during the March-May timeframe, says Kantar Worldpanel. (PR - .pdf)
  • Results were mixed for the iPhone (AAPL) ahead of the expected fall launch of 4.7" and 5.5" iPhone 6 models: U.S. and Chinese shares respectively fell to 32.5% (-940 bps Y/Y) and 14.7% (-910 bps), but EU5 and Japanese shares rose to 16.6% (+80 bps) and 51.7% (+210 bps). With March quarter iPhone ASP at $596, revenue shares are bound to be higher.
  • More evidence large screens are a bigger selling point in Europe (among other places): 17% of European Galaxy S5 buyers said they switched from Apple, while only 8% of U.S. buyers said the same. 58% of European S5 buyers already owned a Samsung (SSNLF, SSNGY) phone.
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Comments (8)
  • DWBowers
    , contributor
    Comments (1287) | Send Message
     
    These are shipped units, not sold units. iOS has the largest market share when you consider all of the devices in use.
    30 Jun 2014, 09:11 PM Reply Like
  • chopchop0
    , contributor
    Comments (4005) | Send Message
     
    I knew it wouldn't take long for a positive spin from one of the AAPL perma-bulls that are all over SA
    30 Jun 2014, 10:12 PM Reply Like
  • Shaduc
    , contributor
    Comments (1954) | Send Message
     
    have any authoritative references to your assertion?
    30 Jun 2014, 10:20 PM Reply Like
  • wizjinx
    , contributor
    Comments (439) | Send Message
     
    lol chopchop
    30 Jun 2014, 10:28 PM Reply Like
  • King Rat
    , contributor
    Comments (924) | Send Message
     
    This is one reason why I sold out of AAPL not too long ago after years of being long.

     

    This is the same pattern that happened with PC market share in the late 80s and 90s. Apple initially had a loyal market but as the market commoditized Apple refused to serve the non-high end market.

     

    Sure they are making profit NOW, but OS market share drives profit for the FUTURE.

     

    The only market Apple ever had that remained strong was the MP3 player market because Apple released models for all price ranges from <$100 to >$400.

     

    If Apple refuses to serve the $80-$400 smartphone market, look for market share to continue to fall.

     

    Going "thermonuclear" on Google would have involved free iOS license to any phone manufacturer for <$300 smartphones. Instead, Steve Jobs proved himself to be a toothless lion and Cook is proving himself to be just a pussy.

     

    Anyway, AAPL, thanks for the $$$ over the years.
    30 Jun 2014, 11:13 PM Reply Like
  • Shaduc
    , contributor
    Comments (1954) | Send Message
     
    "Anyway, AAPL, thanks for the $$$ over the years."

     

    Why didn't you keep it for the dividend?
    30 Jun 2014, 11:33 PM Reply Like
  • Shaduc
    , contributor
    Comments (1954) | Send Message
     
    "If Apple refuses to serve the $80-$400 smartphone market, look for market share to continue to fall."

     

    As mentioned in my similar postings, Apple is going luxury (branding)! The non-prudent American consumer will be thrown to the back of the bus!

     

    There are already established and competent Android brands in that price range. Also older-IPhone models sell in that segment!
    30 Jun 2014, 11:50 PM Reply Like
  • ACAC
    , contributor
    Comments (59) | Send Message
     
    I very much long Apple but Apple's failure to serve the lower price (read Macintosh below) and larger screens markets were her greatest losses. Samsung copied Apple and improved on the Interface, and have larger screens and cheaper phones. Samsung's strategies kicked Apple from the top. Apple should be a $1,500+ stock by now if there were no Samsung.
    What do California nerds know about the dog-eat-dog world? Nothing. In 2011-12 (don't want to research on the exact dates) when the Galaxy S series come out, and Apple did not immediately make any legal and political counter-attack, I knew then that the Koreans had beaten the Californians.
    Without a successful upcoming Health and Home ecosystems, the larger screen will be the last hurrah for Apple.
    Like the old Macintosh computers being wiped out by Windows, but saved by iPod and iTunes. I hope Health and Home can do the same in saving Apple, but now the copy cats, include Google, are out off the gate already.
    Samsung and Google are the two most strew and evil tech empires in the world. Good luck Apple, you need it. If you learn to scheme and fight to kill, your ecosystems will take you to $1,600+ within one year.
    2 Jul 2014, 12:11 AM Reply Like
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