Global mobile phone shipments rose 2.4% Y/Y in Q3, says IDC, while smartphone shipments rose...

Global mobile phone shipments rose 2.4% Y/Y in Q3, says IDC, while smartphone shipments rose 45.3% (Strategy Analytics only estimates 35%). The figures are up from Q2's -1.5% and 42.5%, and (if accurate) bode well for mobile chip demand. Samsung's (SSNLF.PK) phone share stood at 23.7% (up 360 bps Y/Y), Nokia's (NOK) at 18.7% (down 580 bps), and Apple's at 6.1% (up 220 bps). HTC and RIM saw their smartphone shares fall by more than half, and Nokia fell out of the top-5 altogether.

Comments (11)
  • holbornnine
    , contributor
    Comments (395) | Send Message
    So if AAPL's share went from 3.9% to 6.1% ( 220bps ) and there was 2.4% market growth then their sales must be up about 60% !!! WOW !!!
    26 Oct 2012, 06:39 PM Reply Like
  • techy46
    , contributor
    Comments (11408) | Send Message
    Nokia's doing pretty well in maintaining Asha, smart featured, device sales but hasn't gain any real traction in Windows Phone thus bad smart phone results. We'll have to see how Lumia 510, 820 and 920 perform in Q4 2012 and Q1 2014 with the positive effect from Windows 8.
    27 Oct 2012, 06:19 AM Reply Like
  • techy46
    , contributor
    Comments (11408) | Send Message
    Well, you're not taking into account mobile phones vs smart phones.
    27 Oct 2012, 06:19 AM Reply Like
  • DeepValueLover
    , contributor
    Comments (11171) | Send Message
    Apple is doing extremely well at increasing sales of its high margin products. THEY know how to make money for their shareholders!!
    27 Oct 2012, 04:49 AM Reply Like
  • css1971
    , contributor
    Comments (871) | Send Message
    Not really if you're a hedge fund patsy and bought during the height of the recent APPL bubble hysteria at 700. You're looking at a 14% loss so far.
    27 Oct 2012, 09:19 AM Reply Like
  • DeepValueLover
    , contributor
    Comments (11171) | Send Message
    Apple has $120 billion in cash and other liquidity.


    The company generates ~ $145 billion in revenue per annum.


    42% return on equity?


    $6 billion in quarterly free cash flow??


    27% quarterly revenue growth???


    ...and you're worried about a measly 14% temporary loss?!?!


    Did you know there was once a great European cell phone company that ignored the market and lost 94% of its market value?


    This year alone that company is down 47%...FOURTY-SEVEN PERCENT!!!


    No, Apple is the World's Best Company and they have the balance sheet and income statement to prove it!!


    AAPL 2014 price target: $1,100
    27 Oct 2012, 10:32 PM Reply Like
  • DeepValueLover
    , contributor
    Comments (11171) | Send Message
    How does Apple's loss over the last several weeks compare to Nokia's loss over the last several quarters?
    27 Oct 2012, 10:40 PM Reply Like
  • riwm45
    , contributor
    Comments (96) | Send Message
    One thing funny about those 2 companies were they are both near bankruptcy before they turnaround..AAPL was actually in a much worst situation than NOKIA...and look at them now....I'll say Woww


    If AAPL can do it without phone experience, building phone by just copying & licensing technologies then why can't NOK who have vast experience in building phones & what more, they are 80% pure...most of the innovations they have are their own....If there will be a big come back in this Arena, this story qualified highly...


    I can't really blame the ifanboys for being proud & jubilant with the success that was brought about by S. Jobs (No no no not T. Cook). He took AAPL to almost the top of the chart....They almost reach the point where NOK was before...But NOK went for holiday & neglected the company that they build to the top & fell....If this can happen to NOK then AAPL better make sure that this upcoming convergence will be met with much ability to maintain sales & profit margin & not allow NOK's story now their story someday.


    NOK on the other hand seems to be poised for a big comeback.. Heck Lumia 920 already took the top position with expansys on pre-orders all over Europe beating iphone's numbers..Sweden was Reported Sold out as well yesterday, Expansys China reporting Lumia 920 now moved up to #2 position & Oh yeah Italy's second order sold out again, France is also sold out....This NOK is actually becoming a real nice story to follow....
    28 Oct 2012, 01:06 PM Reply Like
  • bedrock65
    , contributor
    Comments (673) | Send Message
    2014? Worry about 2013.
    I held off selling my position when it was over $700 maybe a mistake on my part. If Apple can withstand the competition in 2013, BB10 and WP8, then north of $800 is possible, but I believe BB10 will cut into the market share of Android and quite possibly iOS. I don't see Apple coming anywhere near $1,100 you're then assuming market domination.
    28 Oct 2012, 06:40 PM Reply Like
  • ArmchairHero
    , contributor
    Comments (114) | Send Message
    The truth is that AAPL has peaked and is closer to being the next RIMM no matter how much rationalizing the bulls want to do.


    The reality is they stopped innovating as soon as Jobs passed away. Recycling the same products over and over with a few tweaks and improvements added is not called innovation. The customer base is starting to feel fleeced and look to cheaper, newer, and just as capable alternatives that provide as much quality and satisfaction as AAPL's stale products.


    AAPL may continue to be a cash cow and achieve their declining growth, but the street looks for explosive, new growth when it comes to the tech sector. Not priced in growth that is gone once a new, popular fad replaces it. AAPL will continue to get squeezed in a more competitive, fast paced, margin compressing market. Unless you are banking on a brand new invention, their stock will bleed RIMM style.


    The diehards will continue to use the P/E and comparisons to other stocks as the main reason why AAPL is undervalued and all that. The market obviously disagrees with you and could care less about its low P/E. P/Es are unreliable just for the fact that so many stocks are mispriced because of insanely low or high P/Es. The market doesn't really care about that, just another part of analytic BS.


    The fact is, the AAPL bull has matured and the bubble has popped. Price has risen 6x within 4-5 years, heck even the greatest bull market (gold) has not increased by that much. It is by far the most owned stock by hedge funds and individual retailers who can afford it. Price is not mainly driven by P/E and other metrics or even fundamentals to a certain extent, it is by fresh, hot money, institutions buying that drive up the share price. Who's left to buy AAPL other than those who can't afford it? Because it is already over-owned and increased 6 fold within several years, factor in deteriorating performance and fundamental growth, the only way for it to go is down.
    27 Oct 2012, 01:34 PM Reply Like
  • bgold1955
    , contributor
    Comments (2350) | Send Message
    Wow! Thanks for educating me. Stupid me, for the last 30 years investing I always thought it was about earnings per share.
    27 Oct 2012, 02:04 PM Reply Like
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