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  (Source: Edible Blog)
iPhone likely seized over a half of all U.S. smartphone sales

AT&T Inc.'s (T) blowout quarter was newsworthy enough, but it dropped a bit of a shocker in its numbers release -- 7.6 million iPhone activated for the quarter, with 9.4 million smartphones sold.  That means the iPhone outsold Android and Windows Phone combined nearly 4-to-1 on America's largest carrier.

(Now some have pointed out that "activated" phones can include third party sales, free phones, etc. and are distrustful of AT&T's assertion that the "majority" of activated iPhones are iPhone 4Ss... in other words they're saying that Verizon and AT&T's iPhone numbers are skewed in Apple's favor.  But a report indicates that 9 out of 10 iPhones purchased are iPhone 4Ss -- and much of the remainder is likely iPhone 4 sales, so this seems like sour grapes. -JM)

Apple, Inc.'s (AAPL) success with iPhone 4S is so startling that it deserves a recap:

The players:
  1. Verizon Wireless
    (joint venture between Verizon Communications Inc. (VZ) and Vodafone Group Plc. (LON:VOD))
  2. AT&T
  3. Sprint Nextel Corp. (S)
  4. Deutsche Telekom AG's (ETR:DTE) T-Mobile USA
Results (Confirmed: AT&T and Verizon; Pending: Sprint and T-Mobile's, italicized):

iPhone dominates
So, the disclaimer here is that Sprint and T-Mobile did not report their quarterly earnings yet, much less their smartphone sales.  And judging by past earnings reports, Sprint may not give solid numbers for iPhone sales and neither carrier is likely to give concrete estimates of smartphone sales.  But there's no reason, based on past numbers, to expect these carriers to be selling smartphones at a significantly higher per-subscriber percentage than Verizon/AT&T.

Let's say we're horribly off and that the iPhone sold only ~52%.  Recent estimates show Canada's Research in Motion, Ltd. (TSE:RIM) to hold about 6% of U.S. sales, while Microsoft Corp. (MSFT) and others took up about 5 percent of sales.  That would place Android at around 37%.

The odd thing is even the best analyst estimates didn't see this coming.  They predicted a near tie for Apple in the U.S., but did not predict an Apple victory to this extent.

Android and Apple have had a dramatic role reversal.  Ironically this reversal came on a launch that many analysts complained lacked enough new features (the only major upgrade was Siri) to impress buyers.  

iPhone 4S
Analysts thought the iPhone 4S would flop.  How wrong they were.
[Image Source: The Tech Journal]

The iPhone on AT&T was boosted in part due to strong legacy sales -- the iPhone 4 retails for $99 USD with 2-year contract on AT&T, while the iPhone 3GS is free with contract.

Will the mass-market invasion of Android 4.0 Ice Cream Sandwich in H1 2012 stem the rising iPhone tide?  Will Windows Phone finally gain a leg up in the U.S. market? There are plenty of unknowns for the upcoming year, but it is clear that Apple absolutely owned the holiday 2011 U.S. sales.

Source: AT&T



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Just goes to show
By Warwulf on 1/26/2012 3:26:24 PM , Rating: 1
Just goes to show that we have a lot more" sheepole" than expected. People who have to buy the latest phone, even though it's practically the same as the one they already have.

I sure hope Apple dropped their "Think Different" slogan, because they have lots of people thinking the same.




RE: Just goes to show
By Tony Swash on 1/26/12, Rating: -1
RE: Just goes to show
By FaceMaster on 1/26/12, Rating: -1
RE: Just goes to show
By mutatio on 1/26/12, Rating: -1
RE: Just goes to show
By Chaser on 1/27/2012 10:16:19 AM , Rating: 2
quote:
Anand's recent review of Ice Cream Sandwich, it's only taken 5 years for droid programmers to START getting on par with iOS in terms of usability and functionality.
Nice cherry picked comment there. Anand's review had far more praise for ICS than your selective wimpering Apple infused wishful dismissal. Lets try this from the review:
quote:
ICS is smoother, more polished and has its own set of new features that make it a significant step forward for Android. What ICS is not however is an outright clone of iOS. If you prefer the iOS experience to Android, ICS will do nothing to change your opinion. If all you were missing from Android was a smoother UI, then its fourth major release should be almost everything you could ask for.
yeah wow indeed.


RE: Just goes to show
By Warwulf on 1/27/2012 2:04:19 PM , Rating: 2
Yes, that's right. Android is clearly a copy of iOS.

I guess that means that the Java lawsuit is without basis then? And Android must have been based on a future version of iOS, because it rolled out Apple's invention of copy paste before them.

If Android were truly a derivative of iOS, then Apple wouldn't be getting its lolsuits beaten down left and right. Apple, too, could hardly be considered original. Look at the Kodak lawsuit, for instance. Not to mention the name iOS in itself is a borrowed name.

But, Steve Jobs says Android is a derivative, so clearly it must be. Praise be the Word of Steve.


RE: Just goes to show
By LordSojar on 1/28/2012 11:11:04 AM , Rating: 2
quote:
I guess that means that the Java lawsuit is without basis then? And Android must have been based on a future version of iOS, because it rolled out Apple's invention of copy paste before them.


Apple invented Java, didn't you hear? They also invented C, Assembly, the concept of luxury and chocolate. Oh, and they patented DNA. PREPARE FOR iLife... OH WAIT...riiiiight.


RE: Just goes to show
By bjacobson on 1/26/12, Rating: -1
RE: Just goes to show
By Cheesew1z69 on 1/27/2012 9:06:26 AM , Rating: 1
What in the fuck is this post, none of it makes sense.


RE: Just goes to show
By muhahaaha on 1/27/2012 3:38:54 PM , Rating: 2
I think he wrote a little computer program that just randomly spews out android, apple, and blackberry words to make goofy sentences.


RE: Just goes to show
By Cheesew1z69 on 1/27/2012 5:17:40 PM , Rating: 2
Lol


RE: Just goes to show
By Warwulf on 1/27/2012 2:07:33 PM , Rating: 3
Dude, that looks like you just ran your comment through every language in Google Translate before cycling back to English.

Just post it in your native language, we'll get someone to translate.


RE: Just goes to show
By nafhan on 1/26/2012 4:28:17 PM , Rating: 2
I would say "fast, responsive and gorgeous photos in low light" has a lot more to do with the hardware than the software, and I'd also put the qualifier "for a cell phone camera" after each of those compliments. Anyway, I agree with you the camera is pretty awesome (best in class even). I'd even say it's up to the quality of a cheap point and shoot. I'm pretty happy that cell phone cameras have gotten good enough that I will probably never need to purchase another point and shoot.


RE: Just goes to show
By zlandar on 1/26/2012 4:00:39 PM , Rating: 5
You better hope Android start appealing to more "sheepoles".

This may come as a shock to you, but elitest technogeeks are a distinct minority.

Companies that can only sell products to a small consumer segment usually end up in the trash heap.


RE: Just goes to show
By xti on 1/26/2012 5:06:55 PM , Rating: 2
this times a million. i dont know how people dont understand this and its 2012 already.


RE: Just goes to show
By mcnabney on 1/26/2012 5:07:16 PM , Rating: 4
Why?

Android has new handsets every month.

Apple only has something new once a year.

First and second quarter of 2012 will be right back to Android way out in front.


RE: Just goes to show
By seamonkey79 on 1/26/2012 5:35:18 PM , Rating: 4
Yea, for the year it shows Android only outsold Apple by around 40%, down from the 60% it was before the 4S came out... it's a back and forth game, who really cares, so long as you're happy with the phone you've got.


RE: Just goes to show
By retrospooty on 1/26/2012 5:56:30 PM , Rating: 2
"Android has new handsets every month.

Apple only has something new once a year.

First and second quarter of 2012 will be right back to Android way out in front."

Exactly.


RE: Just goes to show
By mckinney on 1/26/2012 7:53:44 PM , Rating: 2
Eric Schmitt keeps claiming 255 million (700,000 per day) Android activations per year. Who is building these? According to the above, there are only 110k per day in the US. Who is building the other 590,000 per day? Samsung is the largest Android handset maker and at last report were "shipping" 20 million per quarter (80 million total per year)
If the other manufactures are selling less, where are all the 175 million handsets coming from? Not Nokia....


RE: Just goes to show
By mcnabney on 1/27/2012 11:30:10 AM , Rating: 2
HTC, LG, Motorola...

Also, I think Eric was talking about Android devices, not just smartphones. Apple frequently ropes Apple TV, iPods, and tablets in with their numbers as well. The lines really blur now between products.


RE: Just goes to show
By priusone on 1/27/2012 12:56:29 PM , Rating: 2
Worldwide vs the USA


RE: Just goes to show
By tayb on 1/26/2012 8:15:48 PM , Rating: 1
The release cycle of the iPhone will change these numbers. The 4S will likely top sales charts Q4 '11 and Q1 '12 and then sales will decline in Q2 in anticipation of the iPhone 5. Then the iPhone 5 will be released sometime during Q3 '12 and the process will be repeated.

These sales numbers are pretty impressive nonetheless.


RE: Just goes to show
By mutatio on 1/27/2012 2:47:25 AM , Rating: 2
Indeed. And, I would add that not every technogeek wants a computer that looks like an effing transformer ripoff with plastic and metal jutting out everywhere with neon and lights flashing everywhere, allowing for the uber gaming rig to also function as a seizure test. Hence, I opted for the Lian-Li PC-A05FNA (with matching brushed aluminum optical drive bay bezel) for my build with dual boot W7 Ultimate and OS X Lion Hackintosh. ;-)


RE: Just goes to show
By Chaser on 1/27/2012 10:31:11 AM , Rating: 2
quote:
Companies that can only sell products to a small consumer segment usually end up in the trash heap.
Now that has me laughing.

I'd be careful what you hope for. But in the mean time you might want to trade that nose ring in for smartphone that has a replaceable battery.


RE: Just goes to show
By Solandri on 1/26/2012 4:15:34 PM , Rating: 5
Thing is, probably 80%-90% of the population are "sheepole". You can disparage them all you want, but the bottom line is they pretty much are the market. The average time a car is owned is 5-6 years. Do cars really wear out that quickly? No, people just want an upgrade or a change of pace. After a certain amount of functional requirements are met, form trumps function.

I may disagree with Apple's policies, but they do a fantastic job designing tech toys that are accessible for the majority of the population. I think a lot of people critical of Apple fall into the mindset that "Apple is evil, therefore everything they do must be bad". They may be evil, but they do user interfaces and ease of use really, really well.

If you want to beat Apple, you won't do it by criticizing them for their policies. You'll have to design products which are just as or even easier for regular people to use. I've used custom ROMs for Android which blow away the default ROM distributed by my carrier, and left my iPhone-owning friends feeling their phone sucks. But the process of installing a custom ROM is so convoluted that it's only within reach of 1% of the population. If your weakest link is that weak, then you've lost the fight before it's even begun. (This is the biggest issue I have with open source software - OSS developers concentrate on coding the stuff they want to code. They hate coding stuff that bores them, even if it's important to 90% of the users. With paid software, money provides an incentive for developers to work on the boring parts to make those 90% of users happy.)

The average Apple buyer isn't drinking the kool-aid. They just want something they can easily pick up and learn to use. And they're willing to pay extra money for it. Apparently a lot of extra money. If you fail to see this, and try to compete with Apple purely on the grounds where you see them being weak - moral and technical merits - you will never win. To beat a competitor, you have to beat them where they are strongest. Beating them where they are weakest only works if you can first match their strength.


RE: Just goes to show
By Reclaimer77 on 1/26/2012 4:34:52 PM , Rating: 1
quote:
If you want to beat Apple, you won't do it by criticizing them for their policies. You'll have to design products which are just as or even easier for regular people to use.


No, that's not the way to beat them at all. Then you're just playing their game.

Apple assumes everyone is an idiot that can't determine the value of something unless it's spelled out for them. That didn't work in the PC market, although they enjoyed brief early success. Smartphones are really only a 4 year old market. Apple is riding high now, but that's only now. When has Apple EVER shown they know how to be a sustained market leader?

All you have to do to beat Apple is give them enough rope, they'll hang themselves. They always do. When the smartphone market evolves to the point that they become, literally in every sense, mobile PC's - Apple will still be making the child-like "easy to use" version.

Come on let's be real here. Who really believes this juggernaut can continue with Cook steering the ship?


RE: Just goes to show
By ltcommanderdata on 1/26/2012 4:46:38 PM , Rating: 1
quote:
When has Apple EVER shown they know how to be a sustained market leader?

The MP3 player market? The music sales market? These markets would probably be very relevant experience for the smartphone/tablet and associated content distribution markets.


RE: Just goes to show
By TheDoc9 on 1/26/12, Rating: -1
RE: Just goes to show
By FITCamaro on 1/26/2012 5:06:13 PM , Rating: 3
I would argue most cannot afford their gadgets and instead buy them anyway on credit because having the latest tech toy is more important than being financially responsible.

There are cheaper, many times better, alternatives to Apple's products. But they sell because "its what all the cool kids have".


RE: Just goes to show
By ballist1x on 1/27/12, Rating: 0
RE: Just goes to show
By tecknurd on 1/26/2012 7:13:51 PM , Rating: 2
quote:
Just goes to show that we have a lot more" sheepole" than expected. People who have to buy the latest phone, even though it's practically the same as the one they already have.

I sure hope Apple dropped their "Think Different" slogan, because they have lots of people thinking the same.

Your analogy of stating "sheepole" is not right. People buy the iPhone because it is easier than Android. Android does require some time to learn while iPhone is simple as just picking up and using it. Then there are devices that just using iPhone, so Android is not getting any love in that department. Android from multiple smartphone manufactures changes how Android works, so there is always a curve ball being thrown when buying a new Android smartphone.

Apple should keep the slogan "Think Different" because Apple is probably the only company that is taking a risk making new products that are not boring. A lot of companies have been making boring products that actually look the same from company to company. There could be minor differences, but not big differences what Apple provides.


RE: Just goes to show
By Reclaimer77 on 1/26/2012 7:18:51 PM , Rating: 1
quote:
People buy the iPhone because it is easier than Android.


How? I keep hearing this stupid "easier" opinion, but it doesn't seem to be based in fact and nobody bothers to quantify how.

Also please find me the survey in where any large number of people specifically cite "ease of use" as the buy factor.


RE: Just goes to show
By tayb on 1/26/2012 8:10:35 PM , Rating: 2
Oh come on. You can't possibly prove that something is easier. The difference between an iPhone and an Android is that Apple decides how to manage your iPhone and YOU have to decide how to manage your Android. You get the customization with Android but the out of box experience is richer on an iPhone. You just pick it up and you get the experience you'll always get. On Android you have to set up your "backgrounds", drag around your icons, and find your widgets. It's not as easy to use out of the box.


RE: Just goes to show
By Reclaimer77 on 1/26/2012 9:16:44 PM , Rating: 1
quote:
On Android you have to set up your "backgrounds", drag around your icons, and find your widgets. It's not as easy to use out of the box.


You don't "have to". You GET to, if you choose.

Your comments do not match up at ALL with my experience of my Galaxy 2S. Sure more optimization is available to me, if I CHOOSE to use it. Since when was that a bad thing? It doesn't mean the phone isn't mind numbingly easy to use out of the box.

And I hate to tell you guys, but compared to ICS and Windows Phone, the iOS doesn't look "easier". It's just looking REALLY dated and tired.

quote:
Oh come on. You can't possibly prove that something is easier.


Exactly! So this is what's called an opinion. Not fact.


RE: Just goes to show
By moriz on 1/26/2012 10:07:49 PM , Rating: 3
a much more valid argument is that iOS is simpler than android. believe it or not, there's a pretty big distinction between "simple" and "easy".

in actual use, iOS is a childishly simple operating system that can be operated by... well, a child. apple deserves full props for designing an OS that's elegant, simple, and fully functional. by fully functional, i mean that it has enough complexity to allow all of its features to be used. on the flip side of the coin, going this route means that each iOS device must be operated in the exact same way. pick up anybody's iphone and you'll be greeted with the exact same interface. the only difference being the background and placement of icons.

android on the other hand, is noticeably more complex, and that complexity allows for a much more varied user experience. each android phone, even those of the same make and model, can look and operate drastically different. this allows the user to decide how the phone operates. not only does android fulfills all the necessary requirements for full functionality, it also allows the user to choose how those functionalities are presented and used. for example, 30 minutes of tinkering on my nexus s allowed me to install a custom ICS rom and kernel, that made it lightning fast and gained a lot of additional functionality, like being able to call, text, and toggle settings right out of the lockscreen.

so to sum it up:
-iOS is safe, simple, and elegant. practically anyone can pick it up and use it for full effect. however, user experience is very narrow.

-android is more complex and varied, though just as elegant, and allows more experienced users to tailor their phone to their own requirements and workflow.

is one better than the other? that depends the user. to me, both are excellent.

as for whether android needs to cater to the same marketspace as iOS: i disagree. apple became popular and powerful because they DIDN'T try to be like microsoft. they became powerful because the realized that there is a very large (and rich) niche in the market that wasn't fulfilled, and they went after that niche with brutal efficiency and stunning execution. competitors in the smartphone/mobile market would be better served to do the same thing, since apple has that segment of the market dominated. going after the same niche would just make android a distant also-ran.


RE: Just goes to show
By tayb on 1/26/2012 11:14:38 PM , Rating: 2
I've owned an iPhone 3G and a Droid X and the experiences couldn't be more different.

Android isn't consistent by any stretch of the imagination. The back button does some things in some apps and completely different things in other apps. Even within the OS itself it performs different functions. The menu button is mystifying. Sometimes it serves the purpose of hiding the menu sometimes the things I want it to display aren't there, they are elsewhere.

Example:
I open up my music player and it returns me to where I was last time, in an album. I press the back button thinking it will return me to the home page of the music application so that I can select a NEW album. Nay. It returns me OUT of the music application.

Example 2:
If I open up a browser that is already pointed to a website and press the back button it takes me to the previously browsed page instead of back to the home page.

This is confusing. There are quirks with iPhone, that's for sure, but the OS is minimalistic and easy to use compared to Android.

At the end of the day an opinion is an opinion. You can't prove this. If we were to take a straw poll of average phone users, however, I would feel pretty confident the results would overwhelmingly support the conclusion that the iPhone is "easier to use."

The most ironic thing here though? Android fans will quickly call iOS simple and minimalist in a derogatory manor when the argument suits them. But when being simple and minimalist is being shown in a POSITIVE light iOS is suddenly complex and not easy to use.


RE: Just goes to show
By Reclaimer77 on 1/27/2012 12:04:42 AM , Rating: 2
Those are like the dumbest examples ever. It's like you expect your phone to read your mind or something. In every case, that is EXACTLY how the back button should work. Browsers have used cache files since ummmm 1990 something? That's why it can remember your place and the last page you visited.

Also I'm sure if you took five seconds in the app options screen, you could probably change the default behavior with some of this stuff. Oh yeah, I forgot, silly me. That's too hard. Apple fixes this pesky issue by simply making you do everything they way THEY think you should.

Also ICS fixes the menu issues and quite a few others. So we're arguing over stuff that's already been fixed. Excuse the hell out of Google for not getting Android perfect right off the bat like every other piece of software apparently.


RE: Just goes to show
By tayb on 1/27/2012 12:45:28 AM , Rating: 2
Like, totally, like the dumbest examples evar! Like, for real!

I expect the back button to behave in a consistent manner across the phone. It doesn't and I provided two specific examples of how it doesn't. Sometimes it takes you to a previous application, back a screen, back to a page you were on, or anywhere else. It isn't even remotely consistent throughout the OS and this is a well documented complaint.

If I am in a music application deep within the folders I expect a back button to take me up a level in the folder structure and keep doing so until we are at the root and THEN remove me from the application. That's how it works on the browser, in the messaging application, in the email application, and a few other areas.

We aren't arguing. An argument is when there is a dispute over fact or opinion. The inconsistent menu and back buttons are neither opinions nor facts in dispute.

Regardless, you trolls bend your arguments to suit whichever situation is at hand. In this instance iOS is complex and not easy to use. Next week when talking about how customizable Android is the iPhone will be child's fodder. You guys are worse than politicians.


RE: Just goes to show
By Reclaimer77 on 1/27/2012 9:12:30 AM , Rating: 2
quote:
I expect the back button to behave in a consistent manner across the phone.


Well that sounds like a personal problem. Sorry the world isn't build on your expectations of things. And how is that some huge deal anyway? You use the thing everyday and can't remember how it works? It's THAT hard?

quote:
Regardless, you trolls bend your arguments to suit whichever situation is at hand. In this instance iOS is complex and not easy to use.


What? LOL I would never say that about iOS and never have. Ever.

I don't judge such things by how "easy" it is to use. I leave that for the knuckledraggers who love Apple. If it takes me two minutes to learn something, I don't view it as being the end of the world.


RE: Just goes to show
By TakinYourPoints on 1/26/2012 10:04:05 PM , Rating: 2
Not just easier, it has the smoothest UI (WP7 has thankfully also placed importance on this) and the most robust developer support. People see iOS only apps and eventually want to switch over. They also see that old iPhones get OS upgrades while the Android phone that is still under a two year contract doesn't get an update only a few months later and never will.

There are numerous things Google can do to improve their platform, and they start at taking control away from carriers and centralizing app distribution.


RE: Just goes to show
By tayb on 1/26/2012 11:20:52 PM , Rating: 2
Amen to the upgrade portion of that. I'm thoroughly disgusted with Android over the upgrade cycle. I waited 7 months to get Gingerbread after it was released and there is not an ETA for my Droid X to get ICS which leads me to believe I will NOT be getting it. The phone is less than 18 months old and it is no longer receiving software updates...

The only way Google could take away control from carriers would be to make ICS closed software. I'm not sure what the ramifications of that would be.


RE: Just goes to show
By Reclaimer77 on 1/26/2012 11:52:40 PM , Rating: 2
Apple only has to support one phone. Google has to support hundreds. Just food for thought.

The Droid X has already been updated twice. It's probably not getting ICS because of system requirements or whatever. But the Nexus S and Galaxy 2's are getting it, so is a ton of other phones.

quote:
The only way Google could take away control from carriers would be to make ICS closed software. I'm not sure what the ramifications of that would be.


I don't know. But ask Microsoft how that approach has been working out for WP7 and their market share.


RE: Just goes to show
By tayb on 1/27/2012 12:54:02 AM , Rating: 2
As an end user I don't really care how many phones Google has to support. All I know is that when I bought this Droid X, less than 18 months ago, it was the best Android phone available and it's already dropped from support? What kind of message does that send? Expect less than 1.5 years of software upgrades for your device?

If this phone can't run ICS then shame on Google for practicing one of the worst programming anti-patterns out there. I have an extremely hard time believing this phone isn't get the update because of performance issues.


RE: Just goes to show
By Reclaimer77 on 1/27/2012 8:40:38 AM , Rating: 1
What the fuck, DT keeps saying my huge ass reply to this is "spam"...grrrr

Testing..testing 123


RE: Just goes to show
By mutatio on 1/27/2012 3:01:22 AM , Rating: 2
This is an interesting point. True nerds back in the day saw any sort of GUI as dumbing down the computer. e.g., "I can point and click without even knowing the code to allow for the function to happen. What's the point?" I might guess that virtually all fandroids don't have the complaint that Windows doesn't automatically let them see the code for basic mouse functions now do they? Oh yeah, Logitech et al. provide GUIs to tweak the most prominent settings. Weak! And yet, here we are watching Apple work effectively to get the "work" out of the way so people can use their gadgets and some go frothing at the mouth about it. Sheesh.


RE: Just goes to show
By Warwulf on 1/27/2012 2:11:27 PM , Rating: 2
I believe most people only get the iPhone because it's the trendy status symbol of our time... just like Starbucks coffee was a decade ago.

On a side note, Starbucks is decent coffee... but you really can't justify the $4 for a small... er... Tall cup of coffee. Actually, that describes all Apple products perfectly. Decent, but way overpriced.


RE: Just goes to show
By Natch on 1/27/2012 9:52:43 AM , Rating: 3
Seriously. Jason, wouldn't it have just been easier to title your article, "Apple comes out with a barely updated iPhone - iClones line up in droves to buy it"??


Your math is wrong
By jnmfox on 1/26/2012 3:19:20 PM , Rating: 5
RE: Your math is wrong
By Reclaimer77 on 1/26/2012 3:22:43 PM , Rating: 5
Ahhh, interesting.

quote:
The iPhone and total smartphone numbers can not be directly compared, however, as the "activations" number AT&T reports for iPhones includes used devices activated on new contracts such as when a user's old device is sold or given away upon upgrading.


That puts things in a whole different light.


RE: Your math is wrong
By jnmfox on 1/26/2012 3:37:48 PM , Rating: 2
Maybe I don’t know my math…

I’m not sure why I would be instantly rated down for pointing out that they authors calculations are flawed based on the fact that AT&T didn’t sell 9.4 million iPhones, they activated 9.4 million iPhones.


RE: Your math is wrong
By jnmfox on 1/26/2012 3:45:20 PM , Rating: 2
Sorry 7.6 million activated


RE: Your math is wrong
By bupkus on 1/26/2012 4:58:49 PM , Rating: 2
quote:
That puts things in a whole different light.
Not for me though. I won't base a purchase decision on its popularity with the masses. I will, however, read reviews and consider the reasons for an item's favored status.


RE: Your math is wrong
By JediJeb on 1/26/2012 5:52:08 PM , Rating: 5
To really know what the market share is doing you have to know not only the number of iPhone activations but also the number of iPhone deactivations. If for every new iPhone activated someone also deactivated an old iPhone then their market share did not change at all, only the hardware got upgraded.


RE: Your math is wrong
By lewisc on 1/27/2012 3:36:59 PM , Rating: 2
That is definitely a good point - knowing whether it's simply iPhone churn, new entrants to the smartphone market or users changing from one smartphone to another would be useful.

It's interesting actually to think about - at the extremes, if these units were all churn, though Apple would not lose anything directly from the deactivation of an old handset, their other revenue streams would not necessarily be materially improved (iTunes use etc). On the other hand, if every unit represented an incremental iPhone customer, that would have a potentially huge impact on other sales - I bet, for example, that a substantial proportion of app purchases and made within the first couple of months of a users 'life' with their new phone.

Whichever way, actual market share, rather than simple new phone purchases / activations, would paint a revealing picture.


any one else find the number of subsribes high?
By michal1980 on 1/26/2012 3:49:21 PM , Rating: 3
add them up, you get ~298 MILLION cell phone users?

There are only 312 Million people in the USA. 95% of them have cell phones?




By tng on 1/26/2012 4:03:51 PM , Rating: 2
Maybe, but I know several people that have both business and personal cells, but yeah, seems strange.


By Solandri on 1/26/2012 4:22:09 PM , Rating: 2
~300 million cell phones sounds about right. Penetration/saturation is very high, and many people have more than one phone.

http://www.ctia.org/advocacy/research/index.cfm/ai...
http://en.wikipedia.org/wiki/List_of_mobile_networ...


By nafhan on 1/26/2012 4:37:20 PM , Rating: 2
"Subscribers" is probably the wrong label for that column of data. The number almost certainly is a measure of "active cell phones" rather than individual users. That in mind, the number of active phones sounds plausible due to things like business owned cell phones, people with multiple "lines", etc.


By Aloonatic on 1/26/2012 6:14:43 PM , Rating: 2
A lot of people have 2, one for work and one for personal use.

I would not be surprised if the number of phones with active SIMs in a country like the USA or UK is greater than the number of residents, even including children and the elderly.

Also, congratulations to everyone who has bought a phone that they are happy with. The all pretty much do the same thing at the end of the day.


By anactoraaron on 1/26/2012 6:59:09 PM , Rating: 2
"Corporations are people too" and thus corporate/business phones each count as subscribers.


Perspective
By Trisped on 1/26/2012 5:49:31 PM , Rating: 1
As I stated before, this is mostly a matter of perspective.
Yes, Apple had a REALY good Q4. Since the iPhone 4S was released during this quarter and many who had the 3x were waiting to upgrade due to the initial iPhone 4 problems, it is expected that many would buy a new phone, then give their old phone to a friend/relative for a good deal. This would mean lots of sales with double the activations.

Personally, I would like to also know the 2011 year standings. Android had a good Q1-Q3 so a final count would be more helpful.

Of course it could be Apple incentives at work, if you rub Apple's back (make it look like Apple is doing really well on your network) Apple will rub your back (give you the competitive price cut you need to attract more customers). Of course Apple has probably turned it into a competition, so each company will try to out do the other, but maybe I am being a cynic.




RE: Perspective
By messele on 1/27/2012 3:26:57 AM , Rating: 2
Maybe you just have a very good imagination. Apple's bottom line would suggest that absolutely everybody is paying top dollar for their product. They would appear to have no need or desire for cheap tricks.

Contrast to Google who have to give their product away for free and rely on advertising revenue and selling user's private information to the highest bidder, which appears to be not working for them as they hoped right now. Not great.


RE: Perspective
By Trisped on 1/27/2012 2:12:17 PM , Rating: 2
You must have missed the AT&T statment about getting a better deal on iPhones because they have been selling them so long or how many units Sprint had to buy to get a deal they were happy with. The fact is when you mark up a unit 600% giving a 1%-5% discount would not be noticeable from a profit stand point, but would be VERY desirable from a re-seller stand point.


RE: Perspective
By Tony Swash on 1/27/2012 6:10:36 AM , Rating: 2
iPhone sales have grown in an oddly predictable fashion. Since it's introduction the iPhone has sold each year the same amount as all previous years added together. Based on that if the pattern continues it would mean iPhone sales of 180+ million in 2012.

The latests quarters iPhone sales did not include any from China. The recent launch of the iPhone 4 in China caused such excitement that riot police were required to control the queues. 180 million iPhones in 2012 may prove conservative.

Apple have sold 55 million iPads since it's launch in January 2010. If the iPad follows a similar growth pattern to the iPhone that means over 100 million iPads sold in 2012. That would mean nearly 300 million iOS devices sold in 2012. I wonder if Apple could do that?


RE: Perspective
By retrospooty on 1/27/2012 7:27:51 AM , Rating: 2
It is odd, and impressive. But it can't keep doubling. Its not expected to even last the year as the highest single seller. Still, very impressive and lucrative for Apple.

http://www.digitimes.com/Reports/Report.asp?datepu...



iPhone 4S =/= iPhone 4
By KPOM1 on 1/26/12, Rating: 0
RE: iPhone 4S =/= iPhone 4
By TakinYourPoints on 1/26/12, Rating: 0
RE: iPhone 4S =/= iPhone 4
By Reclaimer77 on 1/26/2012 10:04:00 PM , Rating: 2
It was just a refresh. Apple and their media minions drummed up hype for a so-called "iPhone 5", knowing the whole time they were just going to push out an iPhone 4 with some better guts. They even stooped so low as to manufacture "stolen" iPhone 5 prototype hype. Give me a break, what kind of engineer walks around with a top-secret prototype and "accidentally" leaves it at a bar?

quote:
If you are concerned with superficial things


Superficial things? Apple's entire brand image and customer base is BUILT on the superficial.



RE: iPhone 4S =/= iPhone 4
By TakinYourPoints on 1/26/2012 10:09:34 PM , Rating: 1
The irony here is that the main criticism against the 4S from haters is that it looks the same as the old model. Superficial reasons.. From a practical standpoint it is a substantial upgrade, faster than pretty much anything out there. Would a new case have made any real difference except for haters who criticize based only on looks?

Your perception of Apple and their customers does nothing to change the real practical utility of the platform.


RE: iPhone 4S =/= iPhone 4
By Reclaimer77 on 1/26/2012 10:20:22 PM , Rating: 2
Apple caused that criticism themselves via the excessive iPhone "5" hype. The 4S just could not live up to it. And calling everyone who points this out a "hater" is kinda lame, because tons of industry writers and "expert" bloggers have expressed their disappointment. Not everyone is a hater, okay?

Also it really was time for a form factor change or at the very least a move to SAMOLED screen technology.

Apple has always projected a forward thinking image. But right now all the innovation is coming from Samsung and HTC etc etc. You bring up it's speed, which is true. But Apple has always been about more than mundane metrics like "speed and performance", haven't they?

If Apple is switching from "look and feel" to performance oriented, then they are going to have to release new phones more than once every 15 months. Or else they'll be leapfrogged performance wise several times over by the time they release the new model.


RE: iPhone 4S =/= iPhone 4
By TakinYourPoints on 1/27/2012 1:11:11 AM , Rating: 2
The gadget blogs and rumor sites whipped themselves up into a frenzy over the iPhone 5. Apple doesn't say a thing until they're ready.

Apple isn't switching from look and feel to performance oriented, both can go hand-in-hand. In fact, they still don't compare performance between their products and other devices, Anandtech does that themselves with their benchmarks. As for hardware catching up, we'll see. It can very well happen, it's just that so far Android hardware has been in a perpetual state of playing catch-up even though it has much more frequent hardware upgrade cycles. No idea why non-Apple SoCs continue to be this far behind. The A6 (or whatever they call it) will be out by March or April. The Tegra 4 will need to be more than a substantial leap beyond the Tegra 3.


Wrong again
By jnmfox on 1/26/2012 3:51:15 PM , Rating: 2
MG Siegler is not an Android fan (possible the opposite). He was being sarcastic.

http://parislemon.com/post/16525445699/android-kee...




RE: Wrong again
By tamalero on 1/26/2012 4:06:40 PM , Rating: 2
a lot of people, specially businessmen.. have more than one phone.. one for the family and one for the business/corporation.


RE: Wrong again
By nafhan on 1/26/2012 4:39:55 PM , Rating: 2
He's a huge fan of all things Apple (but not in a bad way), and he freely admits to that in his writing.


Perverted
By Booster on 1/26/2012 9:19:09 PM , Rating: 1
Don't get me wrong - I'm an intelligent person. But somehow I can't get over the fact that people who use Apple have issues with homosexuality. Apple = faggy for me and I can't convince myself otherwise.

Everything is faggy about the iPhone in my eyes. Also, Apple seems so alien a company that represents everything bad and evil that I personally prefer to steer clear. I know some people have been turned by the iPhone, but don't let them fool you - it's what it had always been, it's Apple dude.




RE: Perverted
By Booster on 1/26/2012 9:21:10 PM , Rating: 2
I know it sounds pretty stupid and I should be probably banned for this, but it's a real issue for me. Perhaps I've chosed the words incorrectly. Next time I talk to a shrink will bring this up because it's been bugging me for the longest time.


RE: Perverted
By TakinYourPoints on 1/26/2012 10:13:54 PM , Rating: 2
You're too preoccupied with brand stereotypes. Focus on the product itself and its real strengths, perception and that other stuff is BS.


RE: Perverted
By Tony Swash on 1/27/2012 9:05:43 AM , Rating: 1
quote:
by Booster on January 26, 2012 at 9:19 PM Don't get me wrong - I'm an intelligent person. But somehow I can't get over the fact that people who use Apple have issues with homosexuality. Apple = faggy for me and I can't convince myself otherwise. Everything is faggy about the iPhone in my eyes. Also, Apple seems so alien a company that represents everything bad and evil that I personally prefer to steer clear. I know some people have been turned by the iPhone, but don't let them fool you - it's what it had always been, it's Apple dude.


You know what they say about homophobes don't you :)


iPhone sales on AT&T? Not so surprising
By sleepeeg3 on 1/27/2012 8:36:17 PM , Rating: 2
When I went to purchase the latest and greatest Android handset that was released just 2 days before the iPhone 4s, here are some of the hoops I had to jump through:
-Used upgrade option under customer login. Upgrade took me to a page asking if I wanted to purchase a 3S - 4S. No other options were available.
-Tried to upgrade directly through AT&T. $100 discount for Samsung Galaxy SII only available for new customers. $100 discount available for iPhone 4S.
-Called AT&T directly. First prompt gave me an option to directly contact a rep about purchasing an iPhone 4S. Went through other prompts and rep said SGSII only available online.
-Website for new activations had around 50 phones. iPhone 4S was first choice. SGS II was the last one. I had to scroll several screens down to find it.

Obviously, Apple still has their hooks in AT&T with some sort of marketing agreement. It should come as no surprise that the network that first offered the iPhone is selling more of them when existing customers are just looking for a familiar upgrade and new customers are being artificially channeled toward one.




RE: iPhone sales on AT&T? Not so surprising
By vision33r on 1/28/2012 11:26:18 PM , Rating: 2
You're assessment is another biased and wrong one.

AT&T is the one making it hard to buy anything else other than iPhone. Because they are paying a very high price tag to Apple for subsidizing each iPhone.

Of course, they have to make sure everyone buys an iPhone. The subsidies are lower with Android devices, they really don't push you that hard to buy them unless it has their 4G.

Verizon also reported a high operating cost due to paying Apple a huge sum.


By sleepeeg3 on 2/2/2012 6:03:32 PM , Rating: 2
Your logic makes no sense. If the iPhones are costing AT&T more money from subsidies, they would seek to avoid selling them.

If they negotiated a deal with Apple to get lower rates by buying them in bulk, then it means I am right and Apple has their hooks in AT&T.


Activations includes upgrades.
By ProsperoLT on 1/26/2012 4:40:48 PM , Rating: 1
First of all, activations include upgrades. This has NO representation to marketshare, only a reflection of number of 4S's activated. Guess what??? If 50 million people owned iPhones and 50 million people bought an iPhone 4S, they still wouldn't be gaining marketshare. Android users typically keep their phones for 2-years, iPhone users typically upgrade every release.

Android's marketshare is still at 46% and growing 3%, whereas Apple's marketshare is still at 28% and growing 1.4%. Android is still growing marketshare even if it's not selling the same number of phones.




RE: Activations includes upgrades.
By tilandal on 1/26/2012 5:04:31 PM , Rating: 2
Comparing quarterly sales of phones is misleading at best. Its obvious Apple did really well but are the numbers shocking? In Q4 2009 about 7.3 million iPhones were sold. Those are all eligible for renewal by Q4 2011. In Q4 ATT sold 7.6 million iPhones. Hardly shocking. Verizon + Sprint sold 6.1 million iPhones but they also sold 5.6 million Android phones. That means customers who did not already own an iPhone were pretty much evenly split between Android and iPhone. This is of course a rough estimate assuming no carrier is gaining a large % of market share over.


By sleepeeg3 on 1/27/2012 6:08:30 PM , Rating: 3
The latest and greatest Android handset was released around the same time as the iPhone 4S. Here are the hoops I had to go through to buy it:
-Checked upgrade online. Sent to page offering to upgrade to iPhone 3GS - 4S. No option to upgrade to anything else.
-Called to purchase Samsung Galaxy S2. Told only available for purchase online.
-Tried to purchase on new plan. iPhone 4S first option among about 50 phones. Scroll down to very end and SGS2 last option.

Bottom line - you can be sure Apple still has some contract in place pushing their products. It is no surprise that the network that first sold iPhones still has many customers just looking for an upgrade to something familiar, especially when that choice is made for the
.




By ltcommanderdata on 1/26/2012 3:23:40 PM , Rating: 2
quote:
The iPhone on AT&T was boosted in part due to strong legacy sales -- the iPhone 4 retails for $99 USD with 2-year contract on AT&T, while the iPhone 3GS is free with contract.

http://allthingsd.com/20120126/nine-out-of-10-ipho...

There's a report out today that the overwhelming preference among iPhone buyers is actually for the iPhone 4S, accounting for an estimated 89% of iPhone 4S sales. Apparently, 21% of buyers actually go for the most expensive 64GB model, which is a little surprising given the cost.




proof that advertising works.
By crispbp04 on 1/30/2012 2:10:17 AM , Rating: 2
Every AT&T store that you called from thanksgiving to christmas had a 30 second iPhone pitch. Their website lists iphones as soon as you go to the site. It's constant badgering. Android loses it's luster when there is 10000 different devices. People don't recognize an android by looking at it. There is no distinguishment.

Also regarding iPhone, They don't even show the user reviews on the at&t website so that it's impossible to compare to other devices. I guess it would be embarassing to show that their highest rated phones run mango and not iOS. I'm looking forward to the Nokia Lumia 900 launch campaign to put the brakes on iPhone brandwashing.




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