FORTUNE -- We were skeptical in January 2011 when Strategy Analytics reported -- based on a vague comment made to investors by a Samsung vice president -- that the company had already shipped 2 million Galaxy Tabs, reducing Apple's (AAPL) market share to 75% from 95% in less than six weeks.
Nearly two dozen news outlets went with the report, including (to name some outlets that ought to have known better):
Our headline that week: Android grabs 22% tablet share - not!
This week we learned, thanks to a February 2012 internal Samsung document marked "top secret" and unearthed by Apple as part of its ongoing patent infringement proceedings, that we were right and those more credulous news outlets were wrong.
When Strategy Analytics was telling the world that Samsung sold nearly 2 million Galaxy Tabs in six weeks, the truth was that it took Samsung all of 2011 to sell half that many in the U.S., its single biggest smartphone market. See attached graphic.
CORRECTION: An earlier version of this story failed to distinguish U.S. sales from worldwide sales.
The reliability of its market research has been called into question twice in the past week.
FORTUNE -- It may be no accident that Samsung and Strategy Analytics both chose to locate their Korean headquarters in Seoul's prestigious Gangnam Building.
The Boston-based research and consulting firm does not advertise its roster of clients, except to say that they include "13 of the 15 top handset vendors."
But based on the number of reports MOREPhilip Elmer-DeWitt - Aug 2, 2013 9:53 AM ET
Daniel Eran Dilger rips into some bad analysis and names the journalists who retailed it.
FORTUNE -- On Friday, Strategy Analytics issued a press release headlined "Samsung Becomes World's Most Profitable Handset Vendor in Q2 2013."
It was the kind of news that fits the dominant narrative in the business press -- that Apple (AAPL) is "doomed" -- and it quickly caught the notice of one of the chief promoters of that MOREPhilip Elmer-DeWitt - Jul 28, 2013 8:33 AM ET
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
For the first time, Apple has the world's No. 1 and No. 2 bestselling smartphones
FORTUNE -- Drilling a little deeper into sales data than the larger tech research firms, Strategy Analytics on Wednesday released the chart at right, which breaks smartphone sales down by model number.
The data show that Apple's (AAPL) iPhone 5 overtook Samsung's Galaxy S3 by some 12 million units in the last quarter of 2012 to become MOREPhilip Elmer-DeWitt - Feb 20, 2013 7:32 AM ET
Strategy Analytics says yes. iSuppli says no. Samsung, once again, isn't saying.
FORTUNE -- We know how many smartphones Apple (AAPL) sold last quarter: 35,064,000. It's right there in their press release and in their SEC Form 10-Q.
We can only guess how many Samsung sold because although they released their quarterly earnings Friday, the company -- continuing a policy it adopted last year -- no longer shares that kind of information.
For that MOREPhilip Elmer-DeWitt - Apr 27, 2012 6:31 AM ET
A pair of reports agree -- more or less -- on the current state of the battle
Two reports published Thursday -- one by IHS iSuppli, the other by Strategy Analytics -- describe the global race for smartphone supremacy as high-stakes see-saw.
Basically what happened is that Apple (AAPL) took the lead from Nokia (NOK) in June, lost it to Samsung in September and won it back in December.
"Apple's introduction of the 4S in the MOREPhilip Elmer-DeWitt - Jan 27, 2012 2:26 AM ET
Even with 40% fewer unit sales, the iPhone generated 3 times more profit
Apple's (AAPL) reign as the world's No. 1 maker of smartphones, it turns out, was like the life of a grasshopper: It overtook Nokia (NOK) in June and was overtaken by Samsung in September.
Strategy Analytics reported Friday that Samsung either shipped or sold (accounts differ) 27.8 million smartphones last quarter, easily outpacing the 17.07 million iPhones that Apple sold in MOREPhilip Elmer-DeWitt - Oct 28, 2011 8:08 AM ET
The iPhone last quarter took in 5.6% of unit sales and 66.3% of the profit
Some readers complained when we ran a similar headline almost a year ago, accompanied by the bottom chart at right.
At the time, Apple (AAPL) had a 3% share of the global mobile phone market but was taking 39% of the profit -- a situation that didn't seem to bode well for its competitors.
Since then, the imbalance MOREPhilip Elmer-DeWitt - Jul 30, 2011 7:26 AM ET
The next contender: Samsung, whose Android phones are gaining fast
The companies that track mobile phone sales are just now catching up to the news that came out of Apple's (AAPL) last week. According to the company's Q3 earnings report, Apple sold nearly 20.24 million iPhones last quarter, up 142% from the same quarter last year.
On Thursday, IDC reported that that makes Apple the world's No. 4 manufacturer of all mobile MOREPhilip Elmer-DeWitt - Jul 29, 2011 8:06 AM ET
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