Taipei, Friday, December 19, 2014 09:33 (GMT+8)
light rain
Taipei
17°C
Digitimes Insight: iPhone growth suppressed by rise of Android devices
Luke Lin, DIGITIMES Research, Taipei [Friday 3 June 2011]

The arrival of the iPhone 4 on Verizon Wireless effectively buoyed the iOS's share of the US smartphone market by nine percentage points sequentially in the first quarter of 2011. However, Verizon's actual iPhone 4 sales for the quarter reached only 2.2 million units, far below industry watchers' previous estimates of 3-4 million units.

Verizon's lower-than-expected iPhone 4 sales mean that it was only a temporary setback for Android. Digitimes Research believes that Android will resume its growth path in the US starting the second quarter.

In fact, Apple's actual shipments of iPhones have missed its internal estimates given to supply chain partners over the recent quarters. The gap between the estimated and actual iPhone shipments expanded to 39.4% in the first quarter of 2011 from 29.3% in fourth-quarter 2010, implying that demand had been overestimated.

A total of 18.65 million iPhones were shipped in the first quarter compared to 16.24 million units in the fourth quarter of 2010. Both numbers came below Apple's targets of 21 million for the fourth quarter 2010 and 26 million for the first quarter of 2011.

Digitimes Research predicts that about 13.5 million iPhones will be shipped in the current second quarter of 2011, still below Apple's planned sales of 18 million units.

With more Android-based devices hitting store shelves in the second half of 2011, the Google smartphone OS will further widen its gap with iOS thanks to its more complete ecosystem, according to Digitimes Research.

Digitimes Research: Forecast and actual iPhone shipments, 4Q10-2Q11 (m units)

Note: 2Q11 actual shipments are based on estimation by Digitimes Research.
Source: Digitimes Research, June 2011

Topics: Page 2

Realtime news
  • NAND flash contract prices see modest drop in 1H December, says DRAMeXchange

    Bits + chips | 11h 30min ago

  • Global storage market to reach US$38 billion in 2014, says Western Digital

    IT + CE | 11h 31min ago

  • SMIC builds Qualcomm Snapdragon 410 chips using 28nm

    Bits + chips | 11h 34min ago

  • Globalfoundries and Cadence deliver first SoC enablement solution featuring ARM Cortex-A17 processor in 28nm-SLP process

    Bits + chips | 11h 35min ago

  • Taiwan science parks January-October total revenues up 3.61% on year, says MOST

    Bits + chips | 11h 37min ago

  • Unitech expands HDI-board capacity

    Bits + chips | 11h 38min ago

  • PV equipment book-to-bill ratio stays below parity in 3Q14, says SEMI

    Bits + chips | 11h 53min ago

  • Xiaomi smartphone finding it difficult to step out of China

    Before Going to Press | 12h 4min ago

  • Notebook orders from Russia decreasing, says Taiwan ODMs

    Before Going to Press | 12h 5min ago

  • ACES Electronics invests in NTGEC to tap China automotive connector market

    Before Going to Press | 12h 6min ago

  • Japan smartphone panel makers bring price competitive pressure on China and Taiwan makers

    Before Going to Press | 12h 7min ago

  • SMIC builds Qualcomm Snapdragon 410 chips using 28nm

    Before Going to Press | 12h 7min ago

  • Some China PV module makers replace Taiwan-made solar cells with Southeast Asia-made models

    Before Going to Press | 12h 7min ago

  • LED light bulb prices fall in Europe, China markets

    Before Going to Press | 12h 9min ago

  • NAND flash contract prices see modest drop in 1H December, says DRAMeXchange

    Before Going to Press | 12h 10min ago

  • Global Ultra HD TV penetration to rise to 14.2%, says WitsView

    Before Going to Press | 12h 10min ago

  • Demand for 8-inch fab equipment rises

    Before Going to Press | 12h 11min ago

  • PV equipment book-to-bill ratio stays below parity in 3Q14, says SEMI

    Before Going to Press | 12h 11min ago

  • Taiwan market: LG launches 42- to 55-inch smart digital signage

    Before Going to Press | 12h 12min ago

  • Digitimes Research: Top-3 China based server vendors may ship 2 million units in 2015

    Before Going to Press | 12h 12min ago

  • Taiwan market: FET expects 4G user base to exceed 1.0 million at end of 2014, says president

    Before Going to Press | 12h 13min ago

  • US final anti-dumping, anti-subsidization taxation excludes solar-grade wafers

    Before Going to Press | 12h 13min ago

Pause
 | 
View more

2015 global notebook demand forecast

RESEARCH EXTRAS | Nov 28, 11:01

According to Digitimes Research, global notebook shipments will decline by 2.7% in 2014 to 170 million units and shipment totals in 2015 will continue to show a decline. While the business notebook market benefited from the expiration of support by Microsoft...

Wireless broadband developments in Southeast Asia markets

RESEARCH EXTRAS | Nov 12, 10:53

As of 2013, the 10 ASEAN nations had a total of over 700 million mobile subscriptions, with the CAGR from 2003-2013 reaching 24%, and the share of the global user base rising from 4.9% to a high of 10.6%. This Digitimes Research Special Report analyzes the various...

China touch panel industry – 3Q 2014

CHINA TOUCH | Nov 28, 18:54

The third quarter is a traditional boom season for touch panels and therefore China-based touch panel makers saw shipments increase for all major applications.

Taiwan handsets – 3Q 2014

TAIWAN ICT | Nov 20, 10:53

Taiwan's top handset ODM Foxconn Electronics lost a significant amount of feature phone orders from Microsoft Mobile in the third quarter, while the biggest brand vendor HTC also saw a sharp decline in its shipments. But for others in Taiwan's handset sector,...

China smartphone market and industry – 3Q 2014

CHINA SMARTPHONE | Nov 14, 19:21

Looking at smartphone sales in the local China market, under the influence of stagnating sales of international brands, a lack of differentiating features in high-end and high-cost/performance ratio products marketed by China-based makers, and ultra-low-cost...

MSI GTX 900 GAMING series
DIGITIMES Marketing Services
Greater China touch panel shipment forecast through 2015
  • Wireless broadband developments in Southeast Asia markets

    As of 2013, the 10 ASEAN nations had a total of over 700 million mobile subscriptions, with the CAGR from 2003-2013 reaching 24%. This Digitimes Research Special Report analyzes the various mobile broadband markets in ASEAN and looks at the respective trends in 4G LTE development for those markets.

  • Greater China touch panel shipment forecast through 2015

    This Special Report provides forecasts through 2015 for Greater China touch panel shipments with breakdowns based on technology (glass, film, resistive), application (smartphone, NB and tablet) and by firm.

  • 2014 global tablet demand forecast

    This report analyzes the main players, their strategies and shipments forecasts for 2014, as well as other factors contributing to either growth or decline in various segments within the tablet market, with a particular focus on Apple, Google, Samsung, and Microsoft, along with whitebox vendors.