Taipei, Monday, October 24, 2016 20:44 (GMT+8)
scattered thunderstorms
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
  • Taiwan September manufacturing production index down on month, up on year, says MOEA

    Bits + chips | 4min ago

  • Demand for handset-use panels to remain strong until end of 2016

    Displays | 5min ago

  • Avnet completes acquisition of Premier Farnell

    Bits + chips | 16min ago

  • Nichia accuses HTC Japan-based subsidiary of infringing on white LED patents

    LED | 17min ago

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


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...

Taiwan handsets – 2Q 2016


Taiwan's handset shipments slipped 13.5% sequentially and 45.4% on year in the second quarter of 2016.

China smartphone AP shipments - 2Q 2016


Shipment of mobile application processors for smartphones and tablets in the China market are expected to grow 18.6% in the second half of 2016.

Global tablet market – 2Q 2016

GLOBAL TABLET | Aug 29, 18:33

Worldwide tablet shipments dropped 9.4% sequentially and 13.2% on year to total only around 40 million units in the second quarter of 2016.

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.