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Apple

Four ways of looking at Apple’s 2013 iPhone sales

By
Philip Elmer-DeWitt
Philip Elmer-DeWitt
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By
Philip Elmer-DeWitt
Philip Elmer-DeWitt
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January 30, 2014, 8:33 PM ET

FORTUNE — A few hours after Apple (AAPL) released its quarterly results Monday — giving market researchers the only hard sales numbers they are likely to get from any smartphone manufacturer this quarter — IDC released the chart at right, dutifully updated with the new iPhones sales number (51 million).

“Apple posted record shipment volume during 4Q13,” according to IDC’s press release, “driven primarily by the addition of multiple countries offering the iPhone 5S and 5C, and sustained demand from its initial markets that saw these models launch at the end of 3Q13. Still, Apple had the lowest year-on-year increase of all the leading vendors. Now that Apple has finally arrived at China Mobile, it remains to be seen how much Apple will close the gap against Samsung in 2014.”

Consumer Intelligence Research Partners (CIRP) followed early Thursday with a pair of charts focused on  Apple’s best market: The U.S.



“Apple’s market share rebounded nicely from the previous quarter, when it had only one-third of total US sales,” said CIRP’s Josh Lowitz. “Conversely, Samsung’s share decreased to under one-third, from 38% in the previous quarter. Clearly, the launch of the iPhone 5S and 5C helped Apple sales in the quarter.”

The report from Canalys, which tracks global market shares, arrived just before noon:



“Android’s dominance grew with the platform running on 79% (785 million) of the devices shipped in 2013, up from 68% in 2012. Conversely, Apple’s iOS share fell from 20% to 15%, despite shipments increasing to 154 million…. Contrary to what it achieved in 2013 as a whole, Apple gained market share in Q4, rising from 13% to 17% sequentially, chiefly at Samsung’s expense. Samsung itself achieved a market share that was flat on Q4 a year ago at 29%, but down from 34% sequentially.”

Canalys’s take-home message was the one that got traction on Techmeme:

Android on 80% of smart phones shipped in 2013

About the Author
By Philip Elmer-DeWitt
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