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IDC: Samsung and Apple still kings of the smartphone market, Nokia loses top five spot to RIM
IDC's third quarter figures are in, complete with a few unexpected shake-ups. The entire cellphone market grew 2.4% over the same time last year, but smartphones drove the majority of that, showing growth of 45.3% and beating the analysts' expectations. Of the 179.7 million smartphones shipped, Samsung and Apple devices accounted for almost half of them, with the companies retaining their number one and two positions in the market, respectively. IDC notes that iPhone shipments didn't increase, but this is somewhat expected given the latest iteration was released only a short time before the end of the quarter. What we find particularly interesting is that Nokia was ousted from the top five smartphone players and replaced by RIM. Whether Nokia's upcoming Windows Phone 8 devices will put it back in contention remains to be seen, as does the effect BB10 and RIM's new handsets will have on the market. ZTE finished fourth in the list thanks to increased sales in North America, with HTC rounding up the top five vendors with continued uptake of its power devices. With a bunch of new handsets coming to the table and the holiday season fast approaching, look out for even more surprises in the fourth quarter numbers, due early next year.
Gartner and IDC: PC shipments tumbled over 8 percent in Q3, only ASUS and Lenovo escaped unhurt
We don't often summarize market share in one word, but: ouch. Both Gartner and IDC have trotted out their preliminary estimates for PC market share in the third quarter, and the two agree that this summer was a dire one for the traditional computer. Outside of ASUS and Lenovo, whose price-focused strategies and key acquisitions kept them ahead of rivals, virtually every major vendor saw its PC shipments collapse versus a year ago, often by more than 10 percent. Total worldwide shipments declined by more than 8 percent in either estimate -- enough to make a flat second quarter seem rosy by comparison. Lenovo took the top spot in Gartner's study, although IDC is counting workstations and kept HP in its usual lead. As for the US, it's almost better that we don't look. Gartner and IDC believe that the American market sank by respective 13.8 or 12.4 percent amounts, and the steep global declines repeated themselves in the one country for everyone but Lenovo. Even a market share gain for Apple came only because its shipments dropped at a gentler rate than most of its peers. Whether it's the US or worldwide, don't assume that inventory clearances ahead of Windows 8 were the only factors at work, though. Both research teams point to continuing world economic troubles as influences, and IDC contends that buyers are still skipping PCs in favor of smartphones and mobile tablets. There's often a jump in computer sales between the summer and the fall, especially with a new OS on the way, but we wouldn't count on a return to the halcyon days.
Gartner: worldwide mobile phone sales dipped 2.3 percent while users wait for next iPhone
Gartner is reporting that worldwide mobile phone sales this quarter dropped 2.3 percent as buyers postponed upgrades and held out for the next big thing. Of the 419 million units sold in the last three months, Samsung, Nokia and Apple unsurprisingly took the lion's share of the sales, while ZTE and LG rounded out the top five. Overall, Android's the most popular phone operating system, running 64.1 percent of all new handsets, while iOS phones came in second with 18.8 percent. If you feel like you need some more spreadsheets in your life, then read on for the full breakdown.
Gartner reports Western Europe desktop shipments down, portable PCs up in Q2 2012
When it comes to technology and the end of a financial quarter, you can bet your wage there'll be an analyst report or two letting you what's what. And according to Gartner's latest estimates for Western Europe, PCs didn't fare too well in Q2 of this year, with a 2.4 percent decrease in shipments compared with the same period in 2011. Consignments of mobile PCs (read: not tablets) grew by 4 percent, while desktops floundered, dropping 12.8 percent. Of this, a minor growth of 0.4 percent was recorded in consumer PCs, while the professional market decreased by 5.3 percent. Among the big hitters, HP remained at the top of the pile despite losing some market share, and Acer remained in second position with a mild increase in the same. ASUS put in a healthy performance, moving the company up to bronze medal position, while Dell dropped off the podium to fourth. The vendor statistics for the whole region were echoed in France in Germany, but during the quarter Apple managed to break into the top five in the UK market. Meike Escherich, principal analyst at Gartner, attributes the overall performance to economic uncertainty in the region, as well as lackluster demand in the wait for Windows 8 machines. We don't want to spoil all the fun, so a comprehensive breakdown of the numbers awaits you at the source link.
Canalys: PC and tablet shipments hit new high in Q2 with Apple in the lead, HP next in line
Wondering how the industry fared in the second quarter of 2012? Shipments in the PC sector, which in Canalys' book includes tablets, were higher than ever, totaling 108,708,780 units globally. iPad sales put Apple in the lead, with more than 21 million devices shipped (this figure also includes desktops and notebooks) in Q2, compared to just over 13 million during the year-ago quarter, representing a massive 59.6-percent year-over-year growth. HP, which led the way in Q1, has fallen to the second-place spot, with nearly 13.6 million shipments during the quarter ending yesterday, followed by Lenovo with about 13.2 million, Acer with nearly 10.7 million and Dell with roughly 9.7 computers sold. Manufacturers like ASUS and Samsung are represented in the substantial "others" category, which totals about 40.6 million devices. There's no question that the iPad is behind Apple earning the number-1 slot, and with the upcoming Windows 8 launch, those figures could shift drastically the next time around. Click on through to the source link below for the full Canalys breakdown.
Report: Global MMO spending to top $12 billion in 2012
Number-crunching services SuperData Research and Newzoo released reports today forecasting strong growth in the MMO industry. According to the analysts, worldwide spending on MMOs will top $12 billion this year, and that's not all: The companies also predict that this number will increase to a whopping $17.5 billion in 2015. Other facts released in the reports: Yearly MMO market growth increased by 14% in the U.S. and 24% in Germany. The number of MMOs in the field has doubled since the start of 2011. Twenty-three of the 50 million U.S. MMO gamers spend money on subscriptions or microtransactions, a 3% increase from 2011. The yearly average amount spent is $127. More German players spend money on MMOs than in the U.S. -- 13% more, to be exact. Free-to-play revenues in the U.S. now account for 50% of the market, up from 39% in 2010. Science-fiction MMOs make up to three times as much money as their fantasy counterparts. SuperData CEO Joost van Dreunen says that the race for gamers' wallets is only getting started: "The current market saturation forces MMO publishers to compete over a finite gamer population." [Source: SuperData Research/Newzoo press release]
MMO subscriber numbers have peaked, says industry analyst
Whether you love him, hate him, respect him, or ignore him, when Michael Pachter speaks, his voice carries. So it's of note that everyone's favorite videogame analyst is back with a few more controversial remarks concerning the growth -- or lack of it -- in the MMO market. Speaking at the Evolve Conference, Pachter said, "It looks to me as though the MMO market is as big as it's ever going to be -- as far as subscription MMOs. People willing to play $15 a month, there are six or seven million of them. Period. If Star Wars couldn't expand it, when it's made by BioWare, nothing can do it. That's why Curt Schilling's 38 Studios went out of business, because he couldn't get financing." In May, Pachter proclaimed that nobody was buying MMOs after Star Wars: The Old Republic's launch.
Ultrabook sales up in first half of 2012, Windows 8 waits patiently
We've seen so much Ultrabook news recently we're beginning to think they're catching on. Market research firm the NPD Group has stepped in to confirm our suspicions, reporting a 39 percent jump in sales of premium Windows laptops (900 bucks and up) during the first five months of this year, compared with the same period in 2011. Despite a three percent drop in sales of $700-plus Windows notebooks, the Ultrabook share of this bracket increased steadily to nearly 11 percent. The analysts predict sales of these lower-end models will pick up as back-to-school purchases sooth the post-summer blues, with a general boost to the whole Ultrabook market expected when Windows 8 arrives. One thing the figures don't tell us is what impact these sales are having on the revenue of Apple's skinny flagship, but we'd sure like to know. If numbers are your thing, the PR is past the break.
Sprint's share of iPhone sales at big box stores double that at Apple retailers
A new study by CIRP shows that even though Sprint is finally carrying the iPhone in the U.S., it might have come a little too late to the party. According to the study, Sprint is selling twice as many iPhones at big box retail stores like Best Buy than it's selling at Apple Stores. That's interesting, mostly because AT&T and Verizon's sales are about the same share in both places. So why is Sprint at such a disadvantage in Apple Stores as compared to more traditional places like Best Buy? CIRP says it's simply because both users and retailers are more used to AT&T and Verizon selling the iPhone, and that Sprint might have fallen back simply because it only started selling the iPhone recently. When current AT&T or Verizon users go to upgrade their phone, or when new users go to pick up a phone, Sprint ends up being last on the list at the Apple Store. AT&T's got the original base of users, Verizon has the folks who were waiting for a second carrier and Sprint has gotten lost in the mix. Sprint didn't confirm this information, and realistically, outside of working on a better partnership with Apple or separate advertising, there's not a lot it can do to beef up its Apple Store sales. But it is interesting to hear that Sprint might have arrived slightly late to the iPhone party. [via MacRumors]
Analyst: GTA V will launch in Q1 2013, sell 14 million copies
Sterne Agee analyst Arvind Bhatia is predicting big numbers for Grand Theft Auto V something fierce. Bhatia projects Grand Theft Auto V will debut during the first three months of 2013 and will pull in $700 million in revenue for Take-Two Interactive with 14 million copies sold over its launch window – though Bhatia didn't say just how long he considers this launch window to be.This $700 million figure is close to the $775 million earned by Modern Warfare 3 in its first five days of launch back in November, which is an entertainment record that has yet to be bested. Rockstar's previous effort, Grand Theft Auto IV, has shipped over 22 million copies worldwide.
IDC: Android has a heady 59 percent of world smartphone share, iPhone still on the way up
We've been jonesing for a more international look at smartphone market share for the start of 2012, and IDC is now more than willing to oblige. In case you'd thought Android's relentless march upwards was just an American fling, Google's OS has jumped from 36.1 percent of the world's share a year ago to exactly 59 percent in the first quarter of this year. That's nearly two thirds of all smartphones, folks. As we've seen in the past, Android is siphoning off legacy users looking for something fresher: Symbian and the BlackBerry have both lost more than half of their share in one year's time, while Linux (led mostly by Bada) and Windows Mobile / Phone together lost small pieces of the pie despite raw shipment numbers going up. As for Apple? Even with all the heat in the kitchen, the iPhone's share grew to 23 percent, leading to a staggering 82 percent of smartphone buyers siding with either the Cupertino or Mountain View camps.
ABI: Galaxy Note and other phablets will ship at 208 million a year by 2015, blot out the sun
Some of us aren't convinced that phablets will last as more than a short-term success. That hasn't stopped ABI Research from predicting that enough of the size XXL smartphones will sell to block all natural sunlight. The study team sees phones like the Galaxy Note and Optimus Vu as just the start, with help from Huawei, HTC and others leading to a crescendo of 208 million phablets shipped in 2015 alone. Of course, as with many of these predictions, the estimate is based on a little bit of knowledge and a lot of speculation about the market's tastes: the researchers have a hunch that the values of navigation, reading and the web will steer us to big screens, and they're including devices just over 4.6 inches like the One X or the upcoming Galaxy S III. There's a bit of evidence to support the claims -- Samsung sold five million Notes in five months, and HTC has seen some brisk One X sales -- but that's still no guarantee that regular-sized smartphones will have to fight in the shade.
Analyst: SWTOR caused Dragon Age III delay
There's been a lot of discussion following the recent EA earnings report in which the company announced that Star Wars: The Old Republic has 1.3 million subscribers, down from its previous 1.7 million mark. We've heard from the fans, the critics, and the studio itself -- now it's time for the analysts to contribute their side of the conversation. According to Wedbush Securities analyst Michael Pachter, EA's investment in SWTOR has caused a delay in other projects at BioWare, particularly in Dragon Age III's case. The analyst noted that Dragon Age III's expected release window was delayed, and he says this is due to the enormous undertaking of SWTOR. "We believe that a significant portion of the BioWare team responsible for the game was reassigned to Star Wars in order to create content and fix bugs to keep the game's audience engaged," Pachter said. Delay or no, Pachter is upbeat about EA's future, especially in light of the earnings report's news that the company turned a profit. He says that the company will continue to grow, make money, and be a good bet for investors.
Report: iPhone 4S sales slowing in developing market
Analyst T. Michael Walkley of Canaccord Genuity told investors in a Thursday research note that iPhone 4S sales are slowing in "certain developed markets," according to a report by AppleInsider. Some of this slowdown can be attributed to a fresh crop of dual-core and quad-core Android phones coming out soon. Walkley also notes that some customers may be waiting for the next generation iPhone to arrive. Walkley writes, "For example, our March channel checks at Verizon indicated a stronger mix of LTE smartphones, and we believe Verizon has strong June quarter promotions planned for LTE Android smartphones." Despite this projected slump, Walkley believes global sales of the iPhone will remain strong and expects Apple to announce it sold 32.6 million iPhone handsets in Q2 2012.
Analysts: Modern Warfare 3 sales below Black Ops so far
Modern Warfare 3 had a strong start out of the gate, but hasn't shown the same vigor in sales as Treyarch's 2010 outing, Call of Duty: Black Ops – at least, according to industry analysts. Could the franchise fatigue we've seen across the pond be setting in here as well?According to comments made to Gamasutra, the firm estimates the total volume of sales for Modern Warfare 3 are down, somewhere around 4.2%, but it's not necessarily due to franchise fatigue. The firm posits that casual gamers are using their consoles more for streaming content (such as Netflix), and purchasing fewer games.Last month, year-over-year software sales continued to decline. The estimated sales for Modern Warfare 3 are for boxed copies only, mind you – Activision is making lots of cash on digital wares too.Activision has yet to comment on our inquiries, but with their annual earnings call due in the next couple weeks, we should hear one way or the other soon enough.
Report: 64% of Chinese gamers spend money on online games
Gaming in China is serious business, especially once you consider that a strong majority of players dish out money to support their habit every month. Analyst group Niko Partners polled 500 Chinese gamers and found that 64% of them dropped money on online titles monthly, including many free-to-play and MMO games. Considering that China has 180 million players and a $5.8 billion gaming market, the country continues to be watched closely as a major economic force in the online realm. And while MMOs still account for a good portion of the income, they've lost some ground to other types of games, according to Niko Partners Managing Partner Lisa Cosmas Hanson. "Online games revenues are now more distributed among various platforms and genres than they have been in past years, when MMORPGs compiled the vast majority of domestic revenue," she said. Other interesting details from this report include the news that players are spending less time per week on games and that one in 10 players in the country is over 40 years of age.
Flat-panel TV shipments to fall for the first time ever in 2012?
The past fourteen or so years have been a great run for flat-panel TV sales, but according to IHS (formerly iSuppli), that run is finally going to turn in the down direction in 2012. The expected drop off is predicted to be five percent, which still leaves the total TVs sold in 2012 at 37.1 million, more than a few dollars for sure. The fact that last year saw a modest one percent raise is as good of an indicator as any that the good times are over. Of course this is but a single prediction from a single analyst firm and we'll all have to wait until the year is over and earnings are announced to know anything for certain.
30 million NFC-equipped phones shipped in 2011, could reach 700 million by 2016
Those working on life-changing uses for NFC in phones will now find it even harder to explain why life still hasn't changed. According to Berg Insight, annual global sales of NFC-equipped handsets increased ten-fold to reach 30 million units in 2011 and are forecast to grow to 700 million units by 2016. The analysts attribute this rise to general smartphone adoption rather than to demand for NFC as such, which makes sense from where we're sitting. Aside from a few proximity-based apps, Google Wallet and some other handbag-spurning payment schemes, there's still no overwhelming reason to gear up. GPS and WLAN, on the other hand, remain must-haves, and the PR below looks at their prevalence too.
Apple stock soars, market value close to entire retail sector
If you haven't noticed, Apple's stock was soaring today. It closed at US$589.58, another all-time high, and is up +21.48 for the day. As financial analysts pour over these numbers, they are discovering some amazing trivia about this off-the-charts growth. Morgan Stanley's Katy Huberty may have kicked off this climb when, as Philip Elmer-DeWitt of Apple 2.0 notes, she revised her previous 12-month price target from $515 to $720 (base case) and to a mind-boggling $960 on the bullish side. Apple's stock has gone up 40 percent since last October 14 ($422) when the iPhone 4S launched. Up 68 percent this year alone. Tyler Durden of ZeroHedge points out Apple's market value is almost equal to the market value of the entire US retail sector combined. Asymco also chimed in and noted that "Apple's market value today increased by more than one Nokia, nearly three $RIMM's or a bit less than one Sony." MacDailyNews also points out that Apple's market value ($548.95 B) is now double that of Microsoft ($274.42 B). To see how far Apple has come, Apple went public on December 12, 1980 at $22.00 per share. It's lowest market value was $630.9 million (stock price of $1.375) on July 8 1982. With the new iPad launch only two days away, I have a feeling this is only the beginning of a momentous climb for Apple.
Analyst calculates Game's loss from not stocking Mass Effect 3
An analyst has estimated the expected loss for financially troubled UK retailer Game being unable to stock Mass Effect 3 (or future EA products) next week. Analyst Mark Photiades of Singer Capital told the Guardian he expects Game to lose £2 million ($3.2M) in profits."Working on the assumption that a decent triple A title sells 0.8m-1m titles in the first few weeks of release in the UK and assuming Game has around 20% share, we calculate that by not stocking Mass Effect 3, Game is potentially missing out on around £6m-£7m of revenues in the UK given the title will retail for £39.99," said Photiades.Ubisoft played some similar hardball with Game recently during the Vita launch. The situation is already dire for Game. Not having product to sell can only make it worse.
