Print 86 comment(s) - last by sleepeeg3.. on Feb 2 at 6:03 PM

  (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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RE: Just goes to show
By Tony Swash on 1/26/2012 3:47:20 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.

Not quite. I personally went from the iPhone3GS to the iPhone 4S so the improvements across the board were very noticeable but there are some clear improvements that could make the move from a 4 to a 4S worth it. Of course the 4S is much faster and the graphics really a lot fast than the 4 so if you were a gamer then this would make a big difference, plus of course there is Siri which is pretty impressive.

But for me the big upgrade was the camera, not just the camera hardware itself such as the sensor but the camera management software and hardware together which make for a much improved camera and one that approaches that of a good compact. It's fast, responsive and produces gorgeous photos even in low light and has a built in HDR function. Don't take my word on this see here for Annie Leibovitz praise of the iPhone camera

and here for some comparison shots

Note the iPhone 4S low light results compared to an iPhone 4 or Galaxy S II

As I said the improvement in the quality of photos plus the amazing speed with which the camera is prepped for shooting (more or less instantaneous) and then can take repeat shots make this the first phone camera you could use instead of a compact.

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
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:
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
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

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.

"The Space Elevator will be built about 50 years after everyone stops laughing" -- Sir Arthur C. Clarke

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