Flurry just released on its blog statistics about the number of activations of devices on Xmas, which show Apple accounting for 51.3 % of activations, Samsung distant second with 17.7 % and Nokia third with 5.8%.
Pity they do not report what constitutes the missing 25% other brands, probably fragmented amongst the low cost Android phones crowd.
Also, they report that phablets la iPhone 6 or Samsung Note now accounted for 13% of the total, in augmentation, while tablets are only 2%.
To mitigate the bad results of tablets, one should note that 3G and 4G tablets are a vastly inferior minority to the average tablet type, which is Wifi, and does not go through the activation process needed by phones.
What is encouraging for developers, is that there is a growth of 150% in apps installed on Christmas day. Apple Store brilliantly alive
I can still remember walking the streets of San Francisco with a friend of mine back in the 80’s, talking about Apple’s stock under $40… If I only had bought some then…
I bought some at about 18 or 19 at one point in the 90’s
Eventually they picked up & I needed the $ so I sold them but do I ever regret that
EDIT : HA !
Adjusted for splits it was .45 cents a share http://finance.yahoo.com/q/hp?s=AAPL&a=11&b=1&c=1990&d=00&e=1&f=2000&g=d&z=66&y=462
Dec 31, 1997 13.12 13.63 12.94 13.12 101,589,600 0.44
Dec 30, 1997 13.00 13.44 12.75 13.19 85,626,800 0.45
Dec 29, 1997 13.31 13.44 12.87 13.12 69,549,200 0.44
Dec 26, 1997 13.06 13.38 13.00 13.31 26,969,600 0.45
Dec 24, 1997 13.00 13.25 13.00 13.12 24,458,000 0.44
Dec 23, 1997 13.12 13.31 12.94 12.94 114,707,600 0.44
Dec 22, 1997 13.88 14.00 13.19 13.31 39,869,200 0.45
Dec 19, 1997 13.56 13.88 13.25 13.69 47,653,200 0.46
I like Christmas time for buying stocks.
This year its oil & gas as you know darn well oil prices wont stay where they are but right now everyone is selling them off assuming they will.
Bought some that are depressed about 30 - 40% right now and lightly traded over christmas
Norm I’ve been trading XOM since 1980.
June 27, 2010 they were $56.57. Gasoline was about $2.50.
I think there’s room to the downside. Be careful.
If I’m right, you owe me a beer
[quote=156371:@Joel Godin]Norm I’ve been trading XOM since 1980.
June 27, 2010 they were $56.57. Gasoline was about $2.50.
I think there’s room to the downside. Be careful.
If I’m right, you owe me a beer :)[/quote]
Oh I’m sure there is some room for downside.
I’ll never claim to get market timing perfect.
These companies have great long term asset bases that make me want to buy them now at depressed prices just to hold for the next bunch of years. Like 5 or more at least.
The last bunch I bought were in a Real Estate Trust here in Canada.
At the time they were 7 or so and now trade about 14
Makes me wish I’d bought twice as many back then
I nearly bought shares for Lucas Services UK in 1987, I worked at one of the small branches in north yorks, they seemed to be riding a crest of a wave at the time, the aerospace side was doing well, Tornados, parts on the Space Shuttle, we got loads of Ministry of defence work, mobile bricks… I mean phones were just coming in … although the British motor industry was really in the sh… poo… anyway I choose not to, but I know people who did… I left in 1991, by 1996 all the small branches closed and Lucas merged with another company by 1999 they were de funked, TWR use the name/logo
This gives the false impression Nokia, Sony and LG have suddenly overtaken Lenovo-Motorola, Huawei and Xiaomi. Of course the three Chinese companies that have taken huge bites out of Samsung’s marketshare, the third, fourth and fifth largest smartphone manufacturers in the world in 2014 haven’t really just suddenly dropped off the radar. Neither has Micro-Nokia, who don’t even make the top ten smartphone manufacturers nowadays, suddenly started to outsell those Chinese companies by more than four to one. The fact is the sample here is very small and is in a window of time where sales in countries with a Christian tradition will be disproportionately represented.
Apple enthusiasts seem to think Samsung’s travails are good news for Apple but Samsung’s high glamour devices are at a similar price point to Apple’s whereas the high-end devices from the companies who are currently doing so much damage to Samsung (Lenovo, Huawei, Xiaomi) are considerably cheaper. I don’t doubt Apple will feel the heat from these companies too.
Lenovo, Huawei, Xiaomi, in China use mostly the open source version of Android… which means no Google services at all, not even the Play Store. A situation that Google doesn’t like but probably can’t stop.
Nokia actually had a good Christmas in numbers sold, but it came at fire sale prices… their phones were going from 20 to 40 dollars , unlocked on Amazon.
This study is indeed biased. The fact that it reflects only four brands, and that it is based on activation of phones sold with a plan is also an issue, since the huge Chinese market and the significant market or low cost phones sold without plans are invisible to their radar.
What I don’t really get is why it is so dissimilar to the shipments number, for instance this IDC study of Q3 2014 http://www.idc.com/prodserv/smartphone-market-share.jsp that shows Samsung with double the number of phone shipments than Apple. This would imply the vast majority of Samsung units are not sold in the US, and not activated.
@Michel Bujardet a lot of Samsung phones are shipped to Carriers but never sold/given away/used and never activated. Friend of mine that works for one of those carriers (in the US) has a large box full of samsungs in the original boxes under her desk. Never opened nor used nor activated. And chances are never will be.
for full disclosure, I used to work for Nokia (just recently released from them). The biggest complaints we got about samsungs were they were very easy to break the hardware. So we went through a lot of them for our small set of samsung users as we had to keep replacing the broken hardware. The same users using iPhones and our hardware had a breakage rate of less than 50% of the samsungs. Now the earlier samsungs were better than the newer ones.
now that is probably more than you wanted to know. I have too much mobile device info in my head.
[quote=156411:@Robert Schofield]Lenovo, Huawei, Xiaomi, in China use mostly the open source version of Android… which means no Google services at all, not even the Play Store. A situation that Google doesn’t like but probably can’t stop.[/quote]As members of the OHA I don’t think Lenovo-Motorola or Huawei can sell AOSP devices. As I understand it OHA is an in or out deal, either all your Android devices include Google’s services or none of them do. That’s why Samsung are still working on Tizen for smartphones rather than just forking Android. Xiaomi might be different seeing as until very recently they were only available in China.
[quote=156411:@Robert Schofield]Nokia actually had a good Christmas in numbers sold, but it came at fire sale prices… their phones were going from 20 to 40 dollars , unlocked on Amazon.[/quote]Did you see the report stating that although 76 million Lumias had been ‘sold’ there has only been 50 million activations? Nobody seems quite sure what’s happened to the other 26 million. Apparently unless you’ve activated the device you can’t even save a contact’s details so it seems unlikely they’re in use.
[quote=156449:@scott boss]The biggest complaints we got about samsungs were they were very easy to break the hardware. So we went through a lot of them for our small set of samsung users as we had to keep replacing the broken hardware. The same users using iPhones and our hardware had a breakage rate of less than 50% of the samsungs. Now the earlier samsungs were better than the newer ones.[/quote]Samsung’s customer satisfaction rating with US consumers has just overtaken Apple’s.
Remember bendgate? Under testing Samsung’s Galaxy Note proved much more resistant to bending than its rivals, considerably outperforming Apple’s devices for example.
All of which seems rather inconsistent with your impression of Samsung, doesn’t it?
It’s also worth noting many of the components in your iPhone are manufactured by Samsung. Hopefully Apple have some form of QA monitoring so they know which manufacturers they can rely on to do a good job.
These “dark matter” phones that were shipped in dozen of millions, even hundreds of millions as Samsung is concerned, must not be all under a desk.
What I suspect is that Flurry does not have all the activation data available. One thing is for sure, neither Apple nor Samsung will communicate the exact number of units activated on their servers. So Flurry had to go through other sources. I would not be surprised if their study was based only on a handful of US operators, which is extremely far to represent all activations, and may explain the total absence of low cost phones, Google phones, Amazon and others. What about activations in China, where Xiaomin , HTC and others combined with Samsung represent a huge part of the Android market ? Do you really think Chinese companies are going to tell Flurry how many activations they made ? What about activations in Europe, where there are many local operators probably not ready to communicate their activation figures to Flurry, even if they bothered to ask (which I somehow doubt).
All in all, I should probably not have posted the Flurry’s blog as it is. The more I look at this and the more it looks kind of fishy. Let alone after reading very carefully their post, there is no mention whatsoever of the nature of their sources (vendors, operators ?), which would seem a prerequisite for any credible study.
Maybe that Santa was too good to be true for Apple…
could be. I just don’t know anyone with a Samsung 4/5 that is broken in some form (screen, cracked motherboard, case falling apart, etc). And I know many people that have Samsungs. Don’t know if the people I know with iPhones take more caution with their phones or not. Don’t know why my experience is very different from “the report” you mentioned.
I just know that the people I support, I charge a lot more for android support than iOS or WP. It takes a lot more effort and time. Plus most of the time it is a hardware issue where they broke their phones. YMWV (your mileage will vary). most of my clients now either use a iPhone or a Nokia WP phone and my support calls went down by a factor of 8 (or so).
It seems to me that you like samsung and android, more power to you.
Xiaomi is different these use a custom version of Android called https://en.wikipedia.org/wiki/MIUI , whisk doesn’t use the Play store in China but does elsewhere.
[quote]Apple reports SALES - others report SHIPMENTS and there is, as you note, a VERY wide gulf between the two.
[/quote]
Its also worth noteing that Google compares Android sales verse iPhone sales, the ignore iPad and iPod Touch sales for this comparision.
