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Technology Stocks : Apple Tankwatch -- Ignore unavailable to you. Want to Upgrade?


To: puborectalis who wrote (20683)7/28/2012 5:50:05 AM
From: sylvester801 Recommendation  Respond to of 32685
 
iOS, Android Developer Gap Is Shrinking: Report
By: Todd R. Weiss
2012-07-27
Subject 58166
The release of Apple's iOS 6 Beta 3 and Android's Jelly Bean were greeted with almost exactly the same number of downloads from developers. This could mean that developers are more serious about Android.

For the last several years, Apple's iOS mobile operating system has been getting most of the attention from software developers every time a new version comes out, in comparison with new releases of Google's competing Android OS.

But something interesting just happened: Google's latest Android Jelly Bean release got almost exactly as much developer attention as iOS did in the first 24 hours after it became available, according to data analysis firm Chitika.

And it could be a sign of things to come, according to Chitika. It could mean that Android development is perhaps finally catching up to iOS development in terms of the interest of app developers from around the world.

"It's not dramatic, but it's one of these slow trends," said Andrew Waber, a Chitika analyst. "As we're seeing Android devices getting more popular [with consumers], you're also seeing that on the developer side" as more developers are giving their attention to building Android apps and improving that OS.

"At some point, Android even could surpass iOS" in terms of developer interest, said Waber. "It's certainly possible. The trends are pointing that way. The levels of developer interest … have equalized after years of being weighted toward iOS."

In its new report, "iOS 6 vs. Android Jelly Bean: Initial Developer Interest Nearly Identical," Chitika measured iOS 6 and Android Jelly Bean activity in the 24 hours following the debut of the beta version of each OS.

"Apple released iOS 6 Beta 3 to developers on Monday, July 16th, and, as with previous releases, there was a significant amount of interest from the software development community," the report stated. Downloads of that Beta 3 version led to a nearly 10 percent increase in iOS 6 download traffic to 0.11 percent, according to the report.

"Interestingly, Google’s release of Android Jelly Bean [to developers on July 9] has been met with a nearly identical amount of enthusiasm, with usage rates the first full day following its release, hitting 0.10 percent of all Android traffic," the report continued.

After several years of market domination by iOS, compared with Android, the balance is shifting, according to Chitika. iOS and Android today nearly split the marketplace in half when it comes to usage share, with iOS holding a 50.2 percent share of the mobile OS market and Android with 46.7 percent, according to Chitika's latest real-time tracker statistics.

Dan Olds, principal IT analyst with Gabriel Consulting Group, said that the Chitika figures are more interesting when matched up with Apple's quarterly earnings report, which was released July 24.

Apple reported in its fiscal third-quarter earnings statement July 24 that it brought in a record $35 billion and profited $8.8 billion, but hints of a sales slowdown of its iPhones next quarter raised red flags among Wall Street analysts. But troubles may lurk ahead. Analysts cited an anticipated iPhone sales drop-off as a reason for their scaled-back financial expectations in the next quarter.

That news, mixed with Chitika's new report, gives the marketplace some things to ponder, said Olds. "Apple sold its first billion smartphones already. That second billion gets a lot tougher to sell, and the third billion will be even tougher still. That makes this report a bit more significant and meaningful when I factor that in."

And despite fragmentation in the Android development world, the tussle between Android and iOS is going to continue to be more competitive, said Olds. "Those aren’t problems that you see in the Apple world because they own it all and control the whole stack. I don’t think that Android fragmentation is going to slow developers."

What the latest Chitika numbers show more than anything, he said, is that "one thing we can say without dispute right now is that Android isn’t going away. And while Apple's market share in mobile is likely now at its high-water mark, that probably hasn't yet been reached by Android, said Olds.

Gabriel Donnini, a data analyst with Chitika, said the increased attention being paid by developers to the most recent version of Android can perhaps be tied to the development standards and practices used in the respective OS ecosystems.

"Apple is a little notorious in the development community because they post higher barriers to entry for developers" who want to unveil and sell their apps in Apple's app store, said Donnini. Part of that is that Apple takes a 30 percent cut of revenue for apps sold in the store by developers, and they make it more difficult with many rules to even get an app into their store, he said.

Those higher barriers, as well as larger consumer adoption of Android, could be luring more developers to bring their apps out for Android right now, said Donnini. That could change, of course, if Apple sees such a pattern.

"If for one reason or another the majority of the development community decided to put more of their resources toward Android," said Donnini, "I'm sure we would see a reaction by Apple to try to lure developers back to their platform."



To: puborectalis who wrote (20683)7/28/2012 6:22:05 AM
From: sylvester80  Respond to of 32685
 
BREAKING..Apple's iPhone global market share takes a nosedive
Samsung takes a bite out of Apple smartphone share
betanews.com


By Joe WilcoxPublished 15 hours ago

28 Comments

Like I wrote two days ago, " iPhone sales are slowing", all while Samsung's increase. Today, IDC released calendar second-quarter smartphone shipments, and Samsung and ZTE took share from every other major manufacturer, including Apple. Let's be clear: iPhone doesn't typically lose share. It's a persistent gainer. Well, that is, until now.

Apple shipments into the channel increased by 27.5 percent year over year to 26 million units from 20.4 million. But global market share fell to 16.9 percent from 18.8 percent a year earlier. Meanwhile, Samsung smartphone shipments surged 172.8 percent to 50 million units from 18.4 million. Market share rose to 32.6 percent from 17 percent a year earlier. Quarter on quarter, Apple share fell from 24.2 percent, erasing most of the gains following the iPhone 4S launch last autumn. Meanwhile, Samsung rose from 29.1 percent.

As I reported two months ago, the " Smartphone market consolidates around Apple and Samsung". Their dominance further solidified during second quarter. Combined, Apple and Samsung shipped nearly half of all smartphones -- 76.2 million out of 153.9 million.

"Samsung and Apple have quickly become the global smartphone heavyweights though both employ somewhat different approaches to the market", Kevin Restivo, IDC senior research analyst, says.

"Samsung employs a 'shotgun' strategy wherein many models are created that cover a wide range of market segments. Apple, in contrast, offers a small number of high-profile models", he continues. "While both companies have expanded their geographic presence in pursuit of market share, the two companies will inevitably come into greater conflict as both try to generate additional gains".

Right now the gains favor Samsung's strategy. But the South Korean electronics giant also benefits from a big launch, flagship phone Galaxy S III. Meanwhile, the market waits for iPhone 5, or whatever Apple calls it. Apple could easily reverse course if sales surge following the new phone's release.

Make no mistake, iPhone falls from great to good, which isn't necessarily bad. Samsung's success is especially good for Android, if for no other reason than sheer numbers of users. Developers typically follow the money. Historically, they support platforms that generate the most revenue, with Windows vs Mac OS being one of the most visible examples. That said, iOS isn't confined to smartphones. There's iPad, and Apple shipped 17 million in calendar second quarter, when cumulative iOS device sales reached 410 million, according to Apple.



More broadly, Apple did gain share in overall phone shipments -- 6.4 percent from 5.1 percent -- putting it in third place. Samsung share rose to 24.1 percent from 18 percent. Smartphones accounted for 51 percent of all Samsung handset sales.

Manufacturers shipped 406 million mobiles, up 1 percent year over year, 38 percent of them smartphones.

What About China?

But another player rises, and Apple had better watch its back. ZTE shipments rose a stunning 300 percent year over year -- 2 million to 8 million units -- with market share up to 5.2 percent from 1.8 percent. The gains thrust ZTE into the top five. While the Chinese handset market sells beyond its home market, ZTE sold the majority of its phones to China, IDC says. Something else: ZTE's rising share offers one more credible explanation for Apple's quarter-on-quarter setback in China.



iPhone's introduction in China helped lift calendar first-quarter iPhone shipments but fell off dramatically during Q2. Apple generated a stunning $7.9 billion revenue in China during calendar Q1 but only $5.7 billion three months later. "Virtually all of the $2.2 billion sequential revenue decline was due to the iPhone sales in Greater China", Apple CEO Tim Cook told financial analysts on Tuesday.

By dividing units shipped (26 million) by revenue generated ($16.245 billion), you get an average selling price of about $624 per iPhone. Analysts expected between 29 million and 30 million iPhones shipped during the quarter. If you multiply $624 by 3.5 million, you get around $2.18 billion -- or by how much Apple missed Wall Street consensus for fiscal third quarter earnings (which is synonymous with second calendar quarter). Notice also, that's about the same amount as the quarter-on-quarter decline in China. Hey, just saying.



Cook brushes off iPhone sales declines:

As a reminder in the previous quarter in our fiscal Q2, we launched the iPhone 4S in China, in January, we added China Telecom as the second carrier in March, and as we proceed across the quarter we increased the channel inventory to accommodate sales, and to reach our target inventory of four weeks to six weeks. The remainder of the sequential revenue decline is mainly attributable to the normal seasonality after the very successful iPhone 4S launch.

Based on other geographies, iPhone sales tend to grow following a new product launch, at least for another quarter, or after opening up new channels of distribution. ZTE is another plausible factor that shouldn't be ignored by anyone evaluating iPhone's future performance. Same is true for Samsung. Combined the two are poised to squeeze Apple in its second most important market -- that's how Cook describes it.

Much depends on third quarter shipments and what Apple delivers in the next iPhone and the broader marketing strategy against more diversified Samsung and ZTE product portfolios.