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iPhone 5 is expected to take the top spot in Q4

Research firm Strategy Analytics has announced its smartphone market share numbers for Q3 2012. The numbers show that Samsung Galaxy S III overtook the Apple iPhone 4S to become the world's best selling smartphone for Q3.

Samsung shipped 18 million Galaxy S III smartphones during Q3 of 2012. The quantity of units shipped gave Samsung's smart phone 11% of the smartphone market globally. Strategy Analytics attributes the Galaxy S III's large touchscreen and extensive distribution around the world along with generous operator subsidies as the main reasons for the smartphones success.

Apple shipped 16.2 million iPhone 4S smartphones, giving it second place in the global smartphone market. Much of the reason that the iPhone slipped from the top spot was because consumers were holding off to purchase the anticipated iPhone 5 at the end of Q3. Apple shipped 6 million units of the iPhone 5 in Q3 of 2012 with very little time on market.
The total number of smartphones shipped in Q3 of 2012 added up to 167.8 million.

The Samsung Galaxy S III grew its market share significantly between Q2 of 2012 and Q3 growing from 3.5% to 10.7% of the global market. Comparatively, the iPhone 4S slipped from 12.7% of the market in Q2 of 2012 to 9.7%. The brand-new iPhone 5 grabbed 3.6% of the market.
However, the research firm expects the win for Samsung to be very short-lived. Strategy Analytics says that it expects the iPhone 5 to out ship the Galaxy S III in Q4 2012 allowing the iPhone to regain the title as the world's most popular smartphone.

Source: Strategy Analytics

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By xype on 11/8/2012 11:47:54 AM , Rating: -1
Are you sure they lost that battle? They were far behind for a long time, yes, but seeing how Apple has been slowly outgrowing other PC manufacturers in terms of marketshare and sales growth, quarter to quarter and year to year, I wouldn’t exactly call it a loss. And even before their marketshare started rising again they were enjoying pretty healthy margins (as they still do), which makes their business less suspectible to crumble even if they have a bunch of really shitty quarters or a year or two even. They don’t need to sell as many devices to stay in the game.

Samsung seems to be the only company that’s able to keep pace with Apple in terms of profits. And even that is only an assumption, seeing how they refuse to release actual numbers (as does amazon with the Kindle Fire).

If PC history should indeed repeat itself with smartphones and even tablets, Apple has nothing to worry about.

By Dorkyman on 11/8/2012 3:40:52 PM , Rating: 2
No, they lost the battle.

A 5 or 10 percent market share is defined as "losing the battle."

I was there at Apple back in the early days of Mac. We were tearing our hair out because we could have been the ones with 90% share, but Steve "thought different."

By web2dot0 on 11/8/2012 4:10:23 PM , Rating: 1
Apple is a $500B company. If you call that a "losing battle". Ok, I will concede.

Market share is great and al, but if you don't make enough profits, you're still poor at the end.

If you still don;t see why Apple is so successful, then there's no convincing you.

There are many paths to success, many ways to skin a cat. Using one metric to quantify success is simplistic and small minded.

By silverblue on 11/8/2012 4:24:38 PM , Rating: 3
There is something wrong with this world when Apple is worth nearly as much as Microsoft, Google AND IBM combined.

By TakinYourPoints on 11/8/2012 4:28:35 PM , Rating: 2
Why? Their stock price is based entirely on revenue. Apple actually has the lowest price multiple of those companies you mentioned, AAPL being the most undervalued and GOOG the most overvalued. The only bubble out there among giant techs is Amazon with their ridiculous PE of 3000.

By TakinYourPoints on 11/8/2012 5:15:09 PM , Rating: 2
Belief has nothing to do with anything, it is all based on hard metrics like PEG ratios, revenue, and price multiples. If AAPL was priced like GOOG, a company with lower YoY growth and revenue, then it would be about $900 a share right now.

Nothing ever goes up in a straight line. Right now weak longs that bought at the top are being shaken out. Technical corrections are common; the exact same thing happened when it first hit other psychological levels like $200 and $600.

Basing "value" on opinion like it seems as though you are doesn't have any bearing on reality. A correction will be meaningless until Apple stops making revenue, and that isn't happening anytime soon.

By Solandri on 11/9/2012 7:30:52 PM , Rating: 2
Why? Their stock price is based entirely on revenue.

Apple is #18 based on revenue. They're #7 based on profit.

APPL's current price is based on current earnings (basically profit per share). However, unlike the other companies in the top-10 (mostly oil companies and banks), they're not selling a consumable commodity. With a consumable, as long as people keep driving cars or spending/making/borrowing money, your profits are safe. And with a commodity, you do not have to improve the product year to year.

Apple is selling durable goods. A bit towards the soft end (lifespan of a few years vs. 10+ years for a washing machine), but still durable goods. That means in order to maintain that stock valuation, they have to keep designing new products and people have to want those new products as much as they wanted the old ones. Any misstep and their profit (and stock valuation) plummets.

If Apple is smart, they will diversify now. Take that huge cash reserve and start up mini Apple divisions making all sorts of different products. Some will fail, some will succeed. The key is to broaden their revenue and profit base to insulate themselves from a slip-up in their bread and butter products (current iPhone and iPad).

If they pull inward and decide they want to concentrate only on a few products like they did in the Mac days, then they're going to end up a bit player like they did in the Mac days. I was already seeing signs of this - Jobs insisting that he'd only make a 9.7" tablet and a 3.5" phone. If he had stayed alive, 5-10 years from now Apple would've been the little company which made the best 9.7" tablet and a 3.5" phone, but too bad only 5% of the market bought those exact sizes.

The iPhone 5 and iPad Mini are good steps to stave this off. So is designing the A6 SoC in-house instead of buying it from another manufacturer (if your retina displays are made by Samsung, there is nothing stopping your competitors from putting it in their products). But they need to diversify more. Expecting the market to bend its desires to fit your concept of the single best product is not a good strategy for long-term success. The market determines the product it wants, not you.

"Well, we didn't have anyone in line that got shot waiting for our system." -- Nintendo of America Vice President Perrin Kaplan
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