Market Trackers: iPhone Still Tops in Smartphone Performance
Canalys: iPhone Took Half of U.S. Smartphone Shipments in March-Quarter
20 MAY 2022 - Though past performance is not indicative of future results (just like they say on the radio), a couple of market trackers seem to offer support for the faith BofA’s Mohan has in iPhone. One has Apple shipping half the smartphones in North America last quarter, while the other has iPhone claiming “double the revenue” of any competing smartphone.
Starting with the shipments, TechCrunch has word of new numbers from Canalys. According to the report:
Sales of the iPhone 13 propelled [Apple] to 51% of the total (North American) market, with 19.9 million units shipped. That’s up 45% from Q1 2021.
Canalys says an emphasis by Apple on the U.S. was helpful, as international markets got a bit shaky. “The new iPhone SE also helped the company capture more of the mid-range market,” according to the piece.
Running down the March-quarter North America smartphone top five:
Apple 51%
Samsung 27%
Lenovo 10%
TCL 4%
Google 3%
The other 5% went to a motley crew of “Others.”
Counterpoint: Apple Made Close to Half of Global Smartphone Revenue in March-Quarter
What’s the old phrase? “He who dies with the most toys wins?” Shipping the most toys looks better. A piece from Cult of Mac has Counterpoint Research doing the dollars thing. According to the report:
[Global] iPhone revenue in the first three months of 2022 hit $50.6 billion, up 5% year over year and a March quarter record.
By Counterpoint’s reckoning, that was almost half of the global take. Running through that firm’s worldwide top five in terms of smartphone revenue for the March-quarter:
Apple $50B (+5% YoY)
Samsung $21B (+4% YoY)
Xiaomi $8B (-3% YoY)
OPPO $8B (-9% YoY)
vivo $7B (-29% YoY)
And again, a motley crew of “Others” made some money - $17B among the lot of them. That was down 11% from the same quarter a year earlier.
It’s weird that Canalys credits iPhone’s performance in the U.S. to Apple focusing on the states while the rest of the world goes squiffy. Cult of Mac has Counterpoint indicating that:
Apple’s (global) revenue increase in the March quarter is a result of “double-digit growth in China and Western Europe, despite a marginal annual shipment decline…”
