FORTUNE -- How do you make the fact that sales of Apple's (AAPL) iPad grew 65% -- from 11.8 million to 19.5 million -- look bad?
You bury it under a headline that points out, as several reports did, that its market share dipped below 40% for the first time.
The data come from IDC's Worldwide Quarterly Tablet Tracker, which took iPad sales from Apple's quarterly report and estimated Samsung's by a process that was not disclosed. Spreadsheet below the fold.
For the first time, says IDC, more smartphones were shipped than feature phones.
FORTUNE -- The headline of IDC's quarterly report on the state of the global mobile phone market Friday was that smartphone shipments, on the strength of their 41.6% year over year growth, overtook feature phones for the first time. The overall cellphone market, by contrast, grew an anemic 4%.
"Phone users want computers in their pockets," says IDC's Kevin Restivo.
With the usual caveat MOREPhilip Elmer-DeWitt - Apr 26, 2013 6:47 AM ET
In a dismal quarter for PC sales, is Apple's Mac a rare bright spot, or isn't it?
FORTUNE -- The two leading high tech market research firms have done it again.
They issued their preliminary PC sales estimates for the first calendar quarter of 2013 Wednesday, and while they agree that it represented either the worst quarterly decline on record (IDC) or the worst in a generation (Gartner) -- thanks in large part to the MOREPhilip Elmer-DeWitt - Apr 11, 2013 6:39 AM ET
Are Apple users different? Are Android users poorer? Are shipment numbers bogus?
FORTUNE -- The year in review report issued Monday by Ooyala, a venture-funded video services company founded by former Google (GOOG) employees, is 27 pages long. But the only page that's getting any attention is the one that shows Apple (AAPL) iOS users spending twice as much time watching videos on their devices as Android users. It's a finding, MOREPhilip Elmer-DeWitt - Mar 12, 2013 6:46 AM ET
The two leaders tower over Lenovo, HP and Sony, but stand in the shadow of "Others"
FORTUNE -- IDC has issued a Q4 report on shipments of what they call "smart connected devices," a category that includes desktop PCs, notebook PCs, tablets and smartphones.
Total shipments last quarter came to 367.7 million units, IDC estimates, with most of the growth in tablets (up 78.4% over 2011) and smartphones (up 46.1%), while desktop and MOREPhilip Elmer-DeWitt - Feb 22, 2013 11:06 AM ET
Apple's iOS and Google's Android now control 90% of the global smartphone market
FORTUNE: Hard on the heels of Gartner's Worldwide Mobile Phone Sales report Wednesday, IDC and comScore both released colorful bar graphs Thursday representing their view of the current state of the smartphone wars -- the world war (top) from IDC, and U.S. war (bottom) from comScore.
A few observations:
The extent to which the smartphone wars have become a two-man MOREPhilip Elmer-DeWitt - Feb 14, 2013 2:50 PM ET
That's a dumb bet, says Katy Huberty, given 14% growth in the markets Apple serves
FORTUNE -- The chart at right, posted before Apple's (AAPL) shares lost another $12 (2.5%) Tuesday, comes out of Morgan Stanley's "What's in the Price?" stock analyzer. It suggests that at Monday's $480 a share, the market was pricing in long term earning growth for Apple of -4%.
Anything is possible, of course.
But in a note to MOREPhilip Elmer-DeWitt - Feb 13, 2013 6:53 AM ET
Usage numbers contradict estimates of Samsung's smartphone and tablet sales
FORTUNE -- According to a report issued Friday by Net Applications, the Web presence of Android devices peaked in November at 28% and has been drifting down ever since.
By contrast, Apple's (AAPL) iOS has climbed since October, after the company launched the iPhone 5 and the iPad mini.
That's quite a different story than the one being told by market research firms MOREPhilip Elmer-DeWitt - Feb 1, 2013 6:32 AM ET
IDC thinks Asus, Samsung and Amazon gained market share, but what do they know?
FORTUNE -- IDC on Wednesday released preliminary data from its survey of worldwide tablet sales in the big holiday quarter, and the only thing in the data that we can be sure about is that sales of Apple's iPad grew 48.1% year over year -- from 15.1 million to 22.9 million. We and IDC know this because MOREPhilip Elmer-DeWitt - Jan 31, 2013 7:06 AM ET
Samsung led Q3 with market share (21.8%), Apple led with value ($34.1 billion)
FORTUNE -- Once again, Samsung and Apple (AAPL) are the big winners in the quarterly Worldwide Connected Smart Device report that IDC released Monday.
Combined shipments of PCs, tablets and smartphones grew a healthy 27.1% year over year in the third quarter of 2012 according to IDC -- a total of 303.6 million devices worth $140.4 billion. But the MOREPhilip Elmer-DeWitt - Dec 10, 2012 10:31 AM ET
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