Tracking the meteoric rise of Lenovo, LG, ZTE, Huawei, Alcatel et al.
FORTUNE -- "How Samsung is beating Apple in China," read the headline on the Reuters newswire Friday. The piece quoted Tim Cook high up describing China as a huge opportunity for Apple "over the arc of time."
"But time looks to be on the side of rival Samsung Electronics Co Ltd," the story continued, cleverly using Cook's words against him MOREPhilip Elmer-DeWitt - Jul 27, 2013 8:22 AM ET
In the context of the industry's longest slowdown, the numbers could have been worse.
FORTUNE -- According to Gartner, worldwide PC shipments fell 10.9% last quarter, the industry's fifth consecutive quarter of decline. According to IDC, shipments are down 11.4% year over year, capping the industry's longest slowdown ever.
The main thing that's hurting PC sales, both research firms agree, is that customers who used to buy PCs are buying tablet computers instead.
In MOREPhilip Elmer-DeWitt - Jul 12, 2013 6:48 AM ET
Embattled computer manufacturers are making new machines they hope can keep pace with phones and tablets.
FORTUNE -- For PC makers, Charles Darwin's Theory of Evolution holds true now more than ever: adapt to their rapidly-evolving environment or perish.
"The PC industry is like that scene out of Jurassic Park, where the little kid asks the professor, 'What happened to all the dinosaurs?' and he responds, 'We see them everyday: They're MOREJP Mangalindan, Writer - Jun 4, 2013 6:45 AM ET
Apple's iPad sales grew 65%. Samsung's shipments, according to IDC, grew 280%.
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 MOREPhilip Elmer-DeWitt - May 1, 2013 7:45 PM ET
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
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