Source: http://www.businessinsider.com/chart-of-the-day-the-iphone-5s-unprecedented-demand-2011-9

Apple’s reported decision to release a new iPhone in the fall, as opposed to the summer, will deliver massive sales, writes RBC analyst Mike Abramsky in a note.

RBC surveyed 2,200 consumers and found “unprecedented demand,” with 31% of consumers very/somewhat likely to buy an iPhone 5, which is stronger than the 25% of consumers that were very/somewhat likely to buy an iPhone 4, when RBC did the same sort of survey before it launched.

Further, Abramsky says that Apple’s delay could cause a bigger upgrade from existing iPhone owners, since the iPhone 4 is 15 months old. He says 66% of existing iPhone owners are very/somewhat likely to buy a new iPhone.

He’s bumping his estimates for Apple’s 2012 fiscal year as a result. He thinks the company sells 110 million iPhones, generates $140 billion in sales overall, and earns $34.50 per share for fiscal 2012. 

chart of the day rbc iphone 5 demand

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Source: http://www.engadget.com/2011/08/04/apple-now-the-worlds-largest-smartphone-manufacturer-samsung-c/

IDC

We make our own truth. That’s how IDC can come up with roughly the same numbers as fellow research firm Canalys and crown Apple the king, when its rival called Android top dog — it’s all about how you slice it. See, where as Canalys bundled all Android handset makers together, IDC has broken them up, which leads to a rather interesting twist — the largest smartphone maker in the world is now Apple. Cupertino’s growth of 141.7-percent in shipments year over year was enough to push it past Nokia (which slipped to number three) and Samsung (which climbed two spots to take the silver medal), while RIM and HTC rounded out the top five. That being said, no one is running away with the lead here, and Sammy’s continued stratospheric rise should keep Apple on guard. Check out the full report after the break.

Continue reading Apple now the world’s largest smartphone manufacturer, Samsung checks in at number two

Apple now the world’s largest smartphone manufacturer, Samsung checks in at number two originally appeared on Engadget on Thu, 04 Aug 2011 18:27:00 EDT. Please see our terms for use of feeds.

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Source: http://www.businessinsider.com/apple-made-twice-as-much-profit-on-phones-as-everybody-else-combined-2011-7

Apple is now the leading phone manufacturer by market share. It passed Nokia for the first time last quarter.

But more impressive: it captured two-thirds of all profits in the mobile phone business last quarter, according to statistics from Asymco.

Another way of looking at it: Apple made about twice as much profit on mobile phones as Samsung, RIM, and HTC did — combined. Nokia, Motorola, Sony-Ericsson, and LG all saw losses.

chart of the day, operating profit, mobile companies, july  2011

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Source: http://www.businessinsider.com/chart-of-the-day-rim-htc-2011-6

When Steve Jobs unveiled the iPhone on Jan. 9, 2007, the mobile industry changed forever. All of a sudden, software and user interfaces mattered on mobile devices. It was a turning point for many companies.

Some, like Palm and Motorola, started to crash almost immediately. Others, like Nokia, took longer.

Research In Motion, which makes BlackBerry devices, actually did very well for a long time, capturing a lot of the market with email- and messaging-focused phones, strong carrier promotion, and a solid corporate base.

But RIM has suffered recently as it has been unable to compete with Apple and Google Android in the lucrative high end of the smartphone market. Its growth has been coming from selling cheaper phones overseas, and U.S. carriers aren’t promoting RIM devices like they used to.

Meanwhile, Taiwan-based HTC has been one of the more exciting stories in the industry. It made an early bet on Google Android and has been riding it to success. Earlier this year, HTC passed RIM in market cap. (Data courtesy Capital IQ.)

Continued success isn’t guaranteed for HTC, of course. Samsung has been rising fast in the Android market, and HTC still hasn’t shown it’s going to be a threat in the tablet business.

But it seems to be in much better shape than RIM, which is struggling to stay relevant in the early stages of a big, risky platform change — as it moves away from the old BlackBerry software to a new OS called QNX.

RIM HTC market cap since January 2007

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Source: http://www.engadget.com/2011/05/06/idc-smartphone-market-grows-80-percent-year-on-year-samsung-sh/

Smartphones are getting kind of popular nowadays, in case you hadn’t noticed. The latest figures from IDC show a 79.7 percent expansion of the global smartphone market between this time last year and today, which has resulted in 99.6 million such devices being shipped in Q1 of 2011. That growth has mostly been driven by Samsung, which has more than quadrupled its output to 10.8 million shipments in the quarter, and HTC, whose growth has been almost as impressive. The other big gainer is Apple, with 10 million more iPhones shipped, but the truth is that all the top five vendors are showing double-digit growth. In spite of Nokia losing a big chunk of market share and RIM being demoted from second to third in the ranking, both of those old guard manufacturers improved on their quarterly totals. IDC puts this strength in demand down to the relatively unsaturated smartphone marketplace, and believes there’s “ample room for several suppliers to comfortably co-exist,” before ominously adding, “at least for the short term.” And after the short term, our break-dancing robot overlords take over.

Continue reading IDC: smartphone market grows 80 percent year-on-year, Samsung shipments rise 350 percent

IDC: smartphone market grows 80 percent year-on-year, Samsung shipments rise 350 percent originally appeared on Engadget on Fri, 06 May 2011 04:27:00 EDT. Please see our terms for use of feeds! .

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