Apple 2.0

Covering the business that Steve Jobs built

Smartphone shipments tripled since '08. Dumb phones are flat

November 1, 2011: 1:09 PM ET

The latest graphic from Asmyco shows an ocean of opportunity


Horace Dediu summarized three years of mobile phone data Monday in another striking color-coded chart. This view of the market offers three key take-home messages:

  • Most of the growth in mobile phone shipments has been in smartphones, which have tripled in the past three years (from 40 million to about 120 million) while non-smartphones barely increased (from 258 million to 272 million).
  • Most of the smartphone growth was in the brown area Dediu calls "licensed OS phones" -- essentially Google (GOOG) Android phones. Apple's (AAPL) share of the market is expected to recover next quarter but will likely stay below 5%.
  • There's an ocean of opportunity in the 70% of the mobile market that hasn't yet switched to smartphones.
More analysis, raw data and some of the best curated discussion on the Internet at
Join the Conversation
About This Author
Philip Elmer-Dewitt
Philip Elmer-DeWitt
Editor, Apple 2.0, Fortune

Philip Elmer-DeWitt has been following Apple since 1982, first for Time Magazine, and now on the Web for

Email | @philiped | RSS
Current Issue
  • Give the gift of Fortune
  • Get the Fortune app
  • Subscribe
Powered by VIP.