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.
Apple's iOS is down 6.6%, but the iPhone and iPad still account for 59% of Web usage.
FORTUNE -- Netapplications' April report, released Wednesday, shows Android's share of Web traffic recovering from its November pause and picking up its slow but steady growth.
Google's (GOOG) mobile operating platform now accounts for 26% of Web usage -- up 35% year over year -- as measured by visits to the sites of Netapplication's 40,000 MOREPhilip Elmer-DeWitt - May 1, 2013 10:48 AM ET
Android took 64% of smartphone sales in 10 countries polled. iPhone led only in Japan.
FORTUNE -- According to a report issued Monday by Kantar Worldpanel ComTech, Google's (GOOG) Android gained market share in all 10 countries surveyed to achieve an average 64% share of smartphone sales.
Android's strongest showing was in Spain, where its market share measured 93.5%. Its tightest race was in the U.S., where according to Kantar Android holds MOREPhilip Elmer-DeWitt - Apr 30, 2013 9:41 AM ET
Unless, says Bernstein's Sacconaghi, Apple introduces new iPhones this summer.
FORTUNE -- The chart at right represents the worst case scenario for Apple's (AAPL) share of the global smartphone market, as forecast Monday by Sanford Bernstein's Toni Sacconaghi.
Using Apple's own numbers for fiscal Q2, Sacconaghi calculates that iPhone sales grew 7% year over year in a sell-in basis (12% in a sell-through basis) while the overall smartphone market grew by about 36%. The MOREPhilip Elmer-DeWitt - Apr 29, 2013 4:51 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
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
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
A new report shows the iPhone at 48.1% of U.S. smartphone sales to Android's 46.7%
FORTUNE -- As expected, sales of the iPhone 5 have pushed Apple (AAPL) back into the lead in the race for U.S. smartphone sales, according to a report issued Tuesday by Kantar Worldpanel.
The London-based consumer research firm found that Apple accounted for 48.1% of U.S. smartphone unit sales in the 12-week period between Aug. 5 and Oct. MOREPhilip Elmer-DeWitt - Nov 27, 2012 10:19 AM ET
Why can't Gartner and IDC just get along?
You used to be able to explain the discrepancies between Gartner's and IDC's quarterly market share reports by the difference in their methodologies.
Gartner counted sales to end users. IDC counted sales into "channel" -- i.e. devices sold to stores and other distribution points, but not necessarily to customers.
But when trying to understand the discrepancy between Apple's (AAPL) U.S. market share in the reports MOREPhilip Elmer-DeWitt - Apr 12, 2012 7:42 AM ET
Especially if you throw in iPad sales, as yet another Wall Street analyst has done
If you look closely at the chart at right, taken from a note to clients issued Monday by Deutsche Bank's Chris Whitmore, you'll see that it has two entries for the second quarter of 2011.
Both show notebook computer sales as reported by the six largest vendors. The difference -- which Whitmore has highlighted with an orange MOREPhilip Elmer-DeWitt - Aug 8, 2011 7:09 AM ET
|McDonald's gives Charles Ramsey free food for a year|
|Japan stocks rebound after big plunge|
|Mailbox comes to the iPad|
|Bitcoin more powerful than fastest supercomputers|
|Stocks claw back from steep losses|