Q1 2009 Smartphone & Smartphone OS Sell Through & Sell-In
I. Gartner Q1 2009 Smartphone Sell Through
1Q'09 1Q'09 ¦ 1Q'08 1Q'08
Company Units Share ¦ Units Share
========= ======= ¦ ========= =======
Nokia 14,991.2m 41.2% ¦ 14,588.6m 45.1%
RIM 7,233.6m 19.9% ¦ 4,311.8m 13.3%
Apple 3,938.8m 10.8% ¦ 1,725.3m 5.3%
HTC 1,957.3m 5.4% ¦ 1,276.9m 4.0%
Fujitsu 1,387.0m 3.8% ¦ 1,317.5m 4.1%
Others 6,896.4m 18.8% ¦ 9,094.8m 28.1%
========= ======= ¦ ========= =======
TOTAL 36,404.4m 100.0% ¦ 32,314.9m 100.0%
·
Notes: For HTC, Gartner counts only the company's own-branded devices
including the G1. Totals may not add to 100.0 percent due to rounding.
gartner.com
Worldwide mobile phone sales totaled 269.1 million units in the first quarter of 2009, a 8.6 per cent decrease from the first quarter of 2008, according to Gartner, Inc. Smartphone sales surpassed 36.4 million units, a 12.7 per cent increase from the same period last year. ... <snip> ...
... Smartphone sales represented 13.5 per cent of all mobile device sales in the first quarter of 2009, compared with 11 per cent in the first quarter of 2008. Gartner analysts said positive performance by Research In Motion (RIM) and Apple (see Table 2) showed that services and applications are now instrumental to smartphones’ success. ###
II. Smartphone Sell Through to End Users by Operating System, 1Q'08 v Q1'09 (Gartner)
Q1'09 Q1'09 ¦ Q1'08 Q1'08
Units Share ¦ Units Share
====== ====== ¦ ====== ======
Symbian 17.9m 49.3% ¦ 18.4m 56.9%
RIM BB 7.2m 19.9% ¦ 4.3m 13.3%
Microsoft WM ? ? ¦ 3.9m 12.0%
Apple OS X (RISC) 3.9m 10.8% ¦ 1.7m 5.3%
Linux (var.) ? ? ¦ 2.9m 9.1%
Palm OS ? ? ¦ 0.7m 1.2%
Other OSs¹,² 7.4m 80.0% ¦ 0.3m 0.5%
----- ------ ¦ ----- ------
Total 36.4m 100.0% ¦ 32.3m 100.0%
·
¹ In Q1/08 the "Other OSs" category includes sales of Sharp Sidekick devices based on
the Danger platform. Symbian, Blackberry and OS X (RISC) accounted for 75.5%.
² In Q1'09 the "Other OSs" category includes WinMob, Linux, Palm, and Sidekick OS's
Symbian accounted for 49.3 per cent of worldwide smartphone operating systems (OS) market share in the first quarter of 2009, down from 56.9 per cent share in the first quarter of 2008. RIM’s smartphone OS market share reached 19.9 per cent in the first quarter of 2009, up from 13.3 per cent share in the first quarter of last year. The iPhone OS accounted for 10.8 per cent of the market, up from 5.3 per cent market share in the first quarter of 2008. [Gartner, May 20 2009] ###
III. The 3 Major Smartphone Manufacturers Reported Sell In ¹,²
1Q'09 1Q'09 ¦ 1Q'08 1Q'08
Company Units Share ¦ Units Share
========= ======= ¦ ========= =======
Nokia 13.7m 38.1% ¦ 14.60m 48.4%
RIM 7.8m 21.7% ¦ 4.31m 12.9%
Apple 3.8m 10.5% ¦ 1.73m 5.2%
Others 10.7m 29.7% ¦ 12.67m 38.0%
========= ======= ¦ ========= =======
TOTAL³ 36.0m 100.0% ¦ 33.30m 100.0%
·
¹ Source: Nokia's volumes from Nokia's quarterly earning statements.
² Source: RIM's and Apple's volumes from their quarterly statements.
³ Source: Nokia's total unit sales estimate.
1.) Nokia April 16 Earnings Release (pages 2 and 4)
nokia.com
In the first quarter 2009, the total mobile device volumes of our Devices & Services group were 93.2 million units, representing a decline of 19% year on year and 18% sequentially. The overall industry mobile device volumes for the same period were 255 million units based on Nokia’s preliminary estimate, representing a 14% year on year decrease and a 16% sequential decrease. ... Of the total industry mobile device volumes, converged mobile device industry volumes in the first quarter 2009 increased to 36.0 million units, based on Nokia’s preliminary estimate, compared with an estimated 33.3 million units in the first quarter 2008. Nokia's own converged mobile device volumes were 13.7 million units in the first quarter 2009, compared with 14.6 million units in the first quarter 2008 and 15.1 million units in the fourth quarter 2008. We shipped approximately 5 million Nokia Nseries and over 3 million Nokia Eseries devices during the first quarter 2009. ... Nokia 5800 XpressMusic volumes were 2.6 million units, with cumulative shipments of more than 3 million units since the smartphone’s launch in late November 2008. ###
Nokia's Symbian/S60 Smartphone Quarterly Mix (approximare units by class)
Q1'09 ¦ Q1'08
======= ¦ =======
NSeries 5.0m ¦ 9.9m
ESeries 3.1m ¦ 1.9m
Generic 5.6m ¦ 2.8m
------- ¦ -------
Total 13.7m ¦ 14.6m
2.) Research in Motion (RIM) April 2 2009 F'Q4 (C'Q1) Earnings Announcement
tinyurl.com
Revenue for the fourth quarter of fiscal 2009 was $3.46 billion, up 24.5% from $2.78 billion in the previous quarter and up 84% from $1.88 billion in the same quarter of last year. The revenue breakdown for the quarter was approximately 83% for devices, 12% for service, 2% for software and 3% for other revenue. Revenue for the fiscal year ended February 28, 2009 was $11.07 billion, up 84% from $6.01 billion last year. RIM shipped approximately 7.8 million devices in the fourth quarter and approximately 26 million devices during fiscal 2009. ... Approximately 3.9 million net new BlackBerry® subscriber accounts were added in the quarter. At the end of the quarter, the total BlackBerry subscriber account base was approximately 25 million. ###
3,) Apple April 22 2009 F'Q2 (C'Q1) Earnings Announcement
apple.com
In July 2008, the Company began selling iPhone 3G, the second-generation iPhone, and at that time significantly expanded distribution by establishing carrier relationships in over 70 countries. Unit sales of iPhone 3G have been significantly greater than sales of the first-generation iPhone. During the first quarter of iPhone 3G availability ended September 27, 2008, 6.9 million units were sold, exceeding the 6.1 million first-generation iPhone units sold in the prior five quarters combined. Unit sales of iPhone 3G continued to be significant in the quarter ended March 28, 2009, with 3.79 million iPhones sold. ###
IV. Q1 2009 Smartphone Sell-Through (Gartner) v. Sell-In (Reported/Nokia Total)
Sell Through ¦ Sell-In
================== ¦ ==================
1Q'09 1Q'09 ¦ 1Q'08 1Q'08
Company Units Share ¦ Units Share
========= ======= ¦ ========= =======
Nokia 14,991.2m 41.2% ¦ 13.7m 38.1%
RIM 7,233.6m 19.9% ¦ 7.8m 21.7%
Apple 3,938.8m 10.8% ¦ 3.8m 10.5%
Others 10,240.8m 28.1% ¦ 10.7m 29.7%
--------- ------- ¦ --------- -------
TOTAL 36,404.4m 100.0% ¦ 33.3m 100.0%
###
- Eric - |
