Thread: Apple losses are Google gains

Apple's iPhone slips, Google's Android gains | Mobilize - InfoWorld -
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Apple's iPhone Continues to Outpace Smartphone Industry Growth - Mac Rumors

Just two different pieces of spin, the most relevant point is in the first article though:

This is Apple's first quarter-to-quarter drop in smartphone market share in two years, ABI's research indicates. The last time the iPhone suffered a loss was in late 2008.

The 2nd article says this is because of how well the iphone performs in certain seasons, but fails to reinforce this with previous years quarterly numbers.

The first article also points are analyst expected it.

The closer to June, I bet the slower the iPhone sales will be. It is almost new iPhone season.

Yes analysts expeced market share to drop and it did.

meStevo-

Just two different pieces of spin!

Very good.

One obvious fallacy in these spin reports is how they spin the numbers, comparing a single smart phone device sales from Apple to a group of smart phone sales by other manufacturers. In no case was the iphone compared to a single phone by another mfg, but rather in all cases the iphone was compared to all the phones in a class ( smart phones) made by other manufacturers. Still the iphone comes out on top. You don't report true comparisons by stating Ford Mustang sales didn't beat the sales of all GM cars or all Toyota cars. How about comparing Ford Mustang with Toyota Camry? So, how about comparing iphone with htc tp2, or with Motorola Droid?

Also, as the market pie expands the slice % of the pioneers in the pie should drop as more and more phones enter the market with enough features that make it a "smartphone" Again, comparing % market share of a single phone with the market share of all smartphones made by another manufacturer is hardly valid.

OK, I know they really were comparing the market share of manufacturers but I would expect these other manufacturers to have a greater share of the market solely because they offer more phones. The fact that Apple is still beating their numbers, says something about the appeal of their single phone, the iphone.

Originally Posted by Don Landis

meStevo- Very good.

One obvious fallacy in these spin reports is how they spin the numbers, comparing a single smart phone device sales from Apple to a group of smart phone sales by other manufacturers. In no case was the iphone compared to a single phone by another mfg, but rather in all cases the iphone was compared to all the phones in a class ( smart phones) made by other manufacturers. Still the iphone comes out on top. You don't report true comparisons by stating Ford Mustang sales didn't beat the sales of all GM cars or all Toyota cars. How about comparing Ford Mustang with Toyota Camry? So, how about comparing iphone with htc tp2, or with Motorola Droid?

Also, as the market pie expands the slice % of the pioneers in the pie should drop as more and more phones enter the market with enough features that make it a "smartphone" Again, comparing % market share of a single phone with the market share of all smartphones made by another manufacturer is hardly valid.

OK, I know they really were comparing the market share of manufacturers but I would expect these other manufacturers to have a greater share of the market solely because they offer more phones. The fact that Apple is still beating their numbers, says something about the appeal of their single phone, the iphone.

Spot on!

Mario

Originally Posted by Don Landis

You don't report true comparisons by stating Ford Mustang sales didn't beat the sales of all GM cars...

You don't.
But if Ford would manufacture only Mustangs and it would compete with every car GM manufactures - you would. And rightfully so.

Leaving aside the beliveability of the numbers and spin, it boils down to:
1. There is a cell phone market called "smartphone".
2. There are few companies competing in this market.
3. All but one company offers few different handsets; Apple offers one.
4. Apple had a good quarter but not as good as the smartphone market overall.

In numbers like this the accuracy of the relative change (i.e. market share) is always higher than the absolute numbers...

Originally Posted by Don Landis

Also, as the market pie expands the slice % of the pioneers in the pie should drop...

Why?
Was there ever a quarter when iPod's market share went down?
And btw, Apple is not a pioneer of the smartphone market...


Diogen.