Apple 2.0

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'Smart device' shipments hit 308.7 million units, says Canalys

May 9, 2013: 12:27 PM ET

Tablet shipments were up 106% in Q1 2013, smartphones up 48%, notebooks down 13%.

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FORTUNE -- Total shipments of smart devices, which Canalys defines as notebook PCs, smartphones and tablets, hit a record 308.7 million units in the first quarter of 2013, according to a press release issued Thursday.

Unsurprisingly, given recent trends, Google's (GOOG) Android platform dominated the smartphone market, Apple's (AAPL) iOS the tablet market and Microsoft's (MSFT) Windows the notebook shipments.

The surprises were in the details:

  • In the fast-growing tablet market (up 106.1% year over year to nearly 42 million units) Apple lost market share to Android for the third quarter in a row but still leads with a 46.4% share.
  • Smartphone shipments were slower (up 47.9% to 216.3 million units), with Android accounting for 75.6% of them. Samsung was the big winner, growing shipments 64.3% according to Canalys, to reach a 32% share. Apple's 6.7% growth was its slowest since the iPhone launched in 2007.
  • Notebook PC shipments contracted by 13.1% to a total of 50.5 million units. The biggest decline was in Western Europe, where shipments fell 25.2%.

Commenting on the iPhone numbers, Canalys principal analyst Pete Cunningham offered this free advice:

"Despite its slowing growth, Apple still shipped over 37 million iPhones. But HTC and Samsung have raised the bar with their latest handsets and Apple needs to respond with its next iPhone. The iPhone user interface is now six years old and badly in need of a refresh. Hardware-wise, the biggest dilemma that Apple faces is what it does with the size of the display on the next iPhone. It cannot afford to ignore the trend for larger displays in premium smart phones. We expect an increase on the iPhone 5's 4" display but are not anticipating a 'Phablet'-style iPhone."

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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 Fortune.com.

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