Taipei, Friday, September 22, 2017 12:46 (GMT+8)
thunderstorms
Taipei
34°C
Digitimes Insight: iPhone growth suppressed by rise of Android devices
Luke Lin, DIGITIMES Research, Taipei [Friday 3 June 2011]

The arrival of the iPhone 4 on Verizon Wireless effectively buoyed the iOS's share of the US smartphone market by nine percentage points sequentially in the first quarter of 2011. However, Verizon's actual iPhone 4 sales for the quarter reached only 2.2 million units, far below industry watchers' previous estimates of 3-4 million units.

Verizon's lower-than-expected iPhone 4 sales mean that it was only a temporary setback for Android. Digitimes Research believes that Android will resume its growth path in the US starting the second quarter.

In fact, Apple's actual shipments of iPhones have missed its internal estimates given to supply chain partners over the recent quarters. The gap between the estimated and actual iPhone shipments expanded to 39.4% in the first quarter of 2011 from 29.3% in fourth-quarter 2010, implying that demand had been overestimated.

A total of 18.65 million iPhones were shipped in the first quarter compared to 16.24 million units in the fourth quarter of 2010. Both numbers came below Apple's targets of 21 million for the fourth quarter 2010 and 26 million for the first quarter of 2011.

Digitimes Research predicts that about 13.5 million iPhones will be shipped in the current second quarter of 2011, still below Apple's planned sales of 18 million units.

With more Android-based devices hitting store shelves in the second half of 2011, the Google smartphone OS will further widen its gap with iOS thanks to its more complete ecosystem, according to Digitimes Research.

Digitimes Research: Forecast and actual iPhone shipments, 4Q10-2Q11 (m units)

Note: 2Q11 actual shipments are based on estimation by Digitimes Research.
Source: Digitimes Research, June 2011

Realtime news
  • North American semi equipment industry billings fall to 4-month low in August

    Bits + chips | 10min ago

  • Robust memory, panel demand to drive Supreme sales growth in 2H17

    Bits + chips | 11min ago

  • Non-OLED panel suppliers promoting mini-LED displays

    Before Going to Press | Sep 21, 22:02

  • Taiwan solar battery players looking to form alliance for better competitiveness

    Before Going to Press | Sep 21, 21:56

  • Lite-On develops SigFox-certified IoT modules

    Before Going to Press | Sep 21, 21:46

  • Taiwan backend firms to enjoy strong 4Q17

    Before Going to Press | Sep 21, 21:41

  • CPT experiencing tight supply

    Before Going to Press | Sep 21, 21:38

  • Taiwan fabless IC firms see orders pull in from China

    Before Going to Press | Sep 21, 21:37

  • Nanya slashes Micron holdings

    Before Going to Press | Sep 21, 21:34

Pause
 | 
View more
UMC
Global AP demand forecast, 2017-2020
Global notebook shipment forecast, 2017 and beyond
  • China AMOLED panel capacity expansion forecast, 2016-2020

    This Digitimes Research Special Report examines the China AMOLED industry, focusing on the expansion capacity of the makers, the current implementation plans of major smartphone vendors in the market and the technological hurdles faced by the China makers.

  • Taiwan server shipment forecast and industry analysis, 2017

    Digitimes Research estimates that revenues from sales of server motherboards, servers, storage systems and related network system equipment by Taiwan-based vendors reached NT$555.8 billion in 2016 and the amount is estimated to grow 5.9% on year in 2017.

  • Global notebook shipment forecast, 2017 and beyond

    This Digitimes Special Report examines key factors in the notebook industry, including products, vendors and ODMs, that will affect total shipments in 2017 and through 2021.