Samsung Leads the Way in IDC's "Global Smart Connected Devices" List for Q4 2012
February 22, 2013 8:18 AM
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Samsung takes the top spot
Research firm IDC has published its latest report called the Worldwide Quarterly Smart Connected Device Tracker for Q4 2012. This report looks at the overall global smartphone, tablet, and PC market. The report shows a significant increase in the number of units shipped for Q4 2012 compared to the previous year.
IDC reports that vendors shipped 367.7 million desktop PCs, portable PCs, tablets, and smartphones in Q4 2012. That represents an increase of 28.3% from the previous year. When you look at the categories individually both desktop PCs and portable PCs declined during the quarter by -4.1% and -3.4% respectively. Overall shipments in the Smart Connected Devices market totaled over 1.2 billion units for all of 2012.
The largest growth came from the tablet market with 78.4% year-over-year growth compared to 2011. The smartphone market grew 46.1% and accounted for 60.1% of all smart connected devices shipped in 2012. Samsung took the number one position in the
smart connected device market in 2012
with a little more than 20% of the market share across all four device categories.
IDC reports that Samsung shipped 250 million PCs, tablets, and smartphones during 2012 for an increase of 119.3% compared to 2011. The bulk of this growth was driven by Samsung's smartphones such as the
Galaxy S III
. Apple found itself in second place buoyed by strong demand for its iPad and iPhone products.
Rounding out the top five for the Smart Connected Devices market in 2012 was Lenovo at number three, HP at number four, and Dell at number five.
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NOT driven by Galaxy
2/22/2013 2:27:35 PM
"The bulk of this growth was driven by Samsung's smartphones such as the Galaxy S III."
This seems unlikely if Samsung are, indeed, selling more devices than Apple.
Q4 sales are:
iPhone5 27.4 million
iPhone4S 17.4 million
Galaxy S3 15.4 million
They're also not being driven by the space where Apple doesn't (yet?) compete, namely ultra-large screen phones. The last numbers I saw for Note sales were about $5 million since launch, as of about early Dec 2012.
Which leads me to believe that the sales volumes are driven by Samsung's low-end smartphones, and which explains Samsung's lower profits (and perhaps their need for substantially more advertising) than Apple.
So, no, the bulk of the growth is NOT being driven by Galaxy S3 and similar products.
It MIGHT be in 2013 if Note-style products take off. (I have my reasons for believing this a product much more appealing to the less developed world than to the US/Europe; but for the same reasons, I suspect Apple will also launch a counter-product in that space soon.)
RE: NOT driven by Galaxy
2/23/2013 11:09:35 AM
If you read it properly you would know that quote was taken for the whole of 2012 not just Q4, read that part over again.
"If you can find a PS3 anywhere in North America that's been on shelves for more than five minutes, I'll give you 1,200 bucks for it." -- SCEA President Jack Tretton
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