Taipei, Monday, July 25, 2016 22:19 (GMT+8)
scattered thunderstorms
Taipei
31°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

Topics: Page 2

Realtime news
  • Digitimes Research: Taiwan sees decreased smartphone ODM/OEM shipments in 2Q16

    Mobile + telecom | 1h 50min ago

  • Panel cutting service provider Nanoplus to debut on Taiwan emerging stock market, says paper

    Displays - Newswatch | 1h 50min ago

  • Pepper enters into Taiwan service market

    Before Going to Press | 1h 39min ago

  • Wi-Fi Alliance to launch certification for compatibility with WiGig MMW technology

    Before Going to Press | 1h 45min ago

  • Notebook players less aggressive about using USB Type C

    Before Going to Press | 1h 45min ago

  • Posiflex Technology nets NT$4.25 per share for 1H16

    Before Going to Press | 2h 8min ago

  • Shunfeng International Clean Energy loses CNY246 million in 1H16 due to inability to get PV power on grid

    Before Going to Press | 2h 9min ago

  • Taiwan market: Samsung Electronics to launch smartphone/table hybrid Galaxy Tab J

    Before Going to Press | 2h 9min ago

  • Chip orders for notebooks from Huawei and Xiaomi falling, say sources

    Before Going to Press | 2h 10min ago

  • 2Q16 global smart watch shipments down 32% on year, says IDC

    Before Going to Press | 2h 10min ago

  • Panel cutting service provider Nanoplus to debut on Taiwan emerging stock market in August

    Before Going to Press | 2h 11min ago

  • Holtek 2Q16 profits rise 20% sequentially

    Before Going to Press | 2h 11min ago

  • Win Semi looks to up to 5% revenue growth in 3Q16

    Before Going to Press | 2h 11min ago

  • Component makers to see weak orders for tablets and wearables

    Before Going to Press | 2h 12min ago

  • Raydium reports NT$2.69 EPS for 1H16

    Before Going to Press | 2h 13min ago

Pause
 | 
View more

Taiwan server shipment forecast and industry analysis, 2016

RESEARCH EXTRAS | Apr 1, 15:47

Strong demand from the cloud computing market helped Taiwan's server shipments grow 12.5% on year to break 10 million units in 2015, accounting for 90.7% of worldwide shipments and the percentage is expected to grow to 91.1% in 2016. This Digitimes Research Special...

China smartphone touch-panel industry 2016 forecast

CHINA SMARTPHONE | Feb 6, 17:23

In 2016, China's smartphone panel capacity is expected to increase steadily, with BOE and Tianma expanding 6G capacity and GVO and Truly Optoelectronics increasing their share of handset panel production. This Digitimes Research Special Report analyzes the key...

Global tablet market – 1Q 2016

GLOBAL TABLET | Jun 1, 14:09

There were an estimated 44.89 million tablets shipped globally during the first quarter of 2016, falling 31.3% on quarter and 12.1% on year.

China smartphone AP shipments – 1Q 2016

CHINA SMARTPHONE AP | May 27, 16:04

First-quarter 2016 smartphone AP shipments in China were slow with a sequential decrease of 16.9%.

Taiwan handsets – 1Q 2016

TAIWAN MOBILE DEVICE | May 26, 16:04

Taiwan's handset brand vendors and ODMs both saw sharp declines in their shipments in the first quarter of 2016. The brand vendors' shipments will improve in the second quarter due to launches of new models, but the ODM shipments will drop further.

China smartphone touch-panel industry 2016 forecast
Intel strategies in the mobile device market
Analysis of China revised domestic semiconductor industry goals
  • Wireless broadband developments in Southeast Asia markets

    As of 2013, the 10 ASEAN nations had a total of over 700 million mobile subscriptions, with the CAGR from 2003-2013 reaching 24%. This Digitimes Research Special Report analyzes the various mobile broadband markets in ASEAN and looks at the respective trends in 4G LTE development for those markets.

  • 2015 global tablet demand forecast

    This Digitimes Research Special Report provides a 2015 forecast for the global tablet market and analyzes the strategies of key market players such as Google, Apple, Intel, and Microsoft.

  • 2015 China smartphone panel trend forecast

    This Digitimes Research Special Report analyzes the strategies of key China-based major panel makers BOE, Tianma and IVO for attacking the different market segments through technology and pricing, and their relationship to local vendors Huawei, Lenovo, ZTE, Xiaomi and Coolpad.