∞ Analyst: iPhone taking share from BlackBerry, Nokia

Apple’s iPhone 3G and iPhone 3GS continue to top the charts for wireless partner AT&T, according to a new research report from Piper Jaffray.

iPhone 3GSBased on checks of the channel by Piper Jaffray’s wireless analyst, Mike Walkley, the iPhone is not only AT&T’s top selling device, it is also taking share away from its competitors.

“Overall, the iPhone remains the best selling device and our August checks indicate the iPhone took share from BlackBerry, the Nokia E71x, and most other competitor products,” said Piper Jaffray Senior Analyst, Gene Munster, the author of the report.

The news only gets better for Apple. Munster also checked Best Buy and store managers indicated that the iPhone was their best selling device as well. Best Buy said the stores were selling out of stock as soon as they received iPhones from Apple.

Munster believes that Apple will sell 7 million iPhones in the September quarter.



  • http://------------------- zicco

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  • Turnips

    “August checks indicate the iPhone took share from BlackBerry, the Nokia E71x”

    Yes, and these products in turn took share from the iphone. Any ignoramus could see that!

  • iphonerulez

    Apple might not be taking anyone’s share. They’re just grabbing people who might never have bought a smartphone to begin with because they were too difficult to use.

  • jbelkin

    It’s splitting like the PC marketplace. Corporations like the blackberry because IT gets to buy a server and maintain it (bigger budget) plus it’s hard to use (had one – hated it except for email) so that’s why Blackberry has to go the buy one, get one free route because when consumers pay with their own money – they choose the iPhone. So, like the PC market, Apple gets the bulk of the $100+ PROGITABLE smartphone consumer market while Blackberry owns the $49 smartphone audience – as RIM notes, its margins are dropping and costs are rising – because they are desperate to BUY market share while apple doesn’t need to lower margins to get people to buy the iphone – plus Apple gets continual revenue through the app store – ONE billion downloads – how’s thta RIM store doing? Not one press release since it opened?

  • http://www.van-garde.com Daniel Swanson

    All this jabber back and forth about which device is better/terrible, how evil AT&T and Apple are, etc. tends (they hope) to distract many from the facts of the matter: the iPhone is a truly and FACTUALLY great product as evidenced by its sales statistics, both of the phone and of the apps. This is also due in no small part to the genius behind the design of the overall ecosystem: OS X, Xcode, system integration, etc.

    NO ONE has anything to compare, and it shows in THEIR statistics. Just the facts, plain and simple, which no amount of jibber-jabber can conceal.

  • Turnips

    @ Mr. Swanson.

    No one has anything to compare and it shows in their statistics? That statement is totally bogus. Nokia has sold 10,000,000 5800′s and N97′s so far, and those are only 2 of their models. So obviously apple is not the undisputed best, and you fanboy “jibber-jabble” can’t conceal your blindness towards reality.

    • http://www.van-garde.com Daniel Swanson

      @turnips

      The theme of this article is regarding CHANGE in statistics, which is a more significant indicator than volume–especially cumulative volume, which is the datum you give. “Taking share away” also implies that the competition’s statistics already have or will be declining.

      YOUR datum is as bogus as a football team’s Super Bowl trophy if their current “wins” statistic is not on the rise.

  • Martin Hill

    @Turnips,
    And yet Nokia’s share of the smartphone market keeps dropping every quarter from over 70% two years ago to less than 50% now, while the iPhone increased it’s share 325% in just one year to 14% worldwide. Windows Mobile in contrast plunged to 9% share of the market.

    Even worse for Nokia, their profits have plummeted 96% in 2009 along with a 27% drop in sales while the iPhone continues to grow at an astonishing rate. Even though Apple so far owns only 2% of the total worldwide mobile phone market, they and RIM captured over 30% of the profits. Analysts forecast that share of profits will increase to an astonishing 50% next year.

    Most recently Nokia has demonstrated that Symbian is crap after all and is fragmenting their OS strategy with the totally incompatible Maemo linux-based OS on their higher end devices.

    Then of course there is the iPhone OS with 45 million devices and the App Store godzilla, capturing the majority share of the mobile app market in just its first year with monumental download figures, iPhone developer millionaires and 75% developer mindshare and Nokia’s Ovi store is bare of apps, customers, profits and developer interest.

    So, please tell us again who is the fanboy – blind to reality?

    -Mart

  • http://www.van-garde.com Daniel Swanson

    @ Martin

    Whoa! I only guessed that Nokia wasn’t doing so well. Thanks for the data!

  • Turnips

    @ all you

    1. Nokia’s smartphone market share rose last quarter, and with all their new releases will probably continue to rise. Their share dropped from 70% because some other companies are finally starting to catch up, but Nokia is still in the lead and is once again gaining share.

    2. Profits of almost all companies dropped dramatically due to the economic situation, except for apple just because of its religious followers though. nokia is still making profits though, unlike Sony Erikson.

    3. Nokia has not demonstrated that Symbian is crap. Nokia is right now in a transitory stage. In about 18 months Nokia will release Maemo 6 and Symbian with QT, with will unify their respective UI’s and applications. by that time, apple had better hope that their isheep remain loyal, because that’s all they will have.

    You argument is extremely US biased, no doubt you are a nationalist. You know, not everyone is a tech-simpleton who doesn’t care about multitasking or customizability. I will agree that you are not blind to reality, just blind to reality outside the US.

  • http://www.van-garde.com Daniel Swanson

    @turnips

    I’m sure “all of us” feel sorry for you, man. So much envy. So much angst. Hahahahahahahah!

  • http://web.me.com/mart_hill Martin Hill

    Actually Turnips,
    I am Australian and am somewhat anti-American in my own way – How many Mars Orbiters will the USA have to lose before they chuck stupid imperial inches and feet and go metric and how they can live with so many guns so easily available I will never know. :-)

    However, I am sorry to say you are the one who is obviously blinded by your anti-americanism in not acknowledging the faults of one of your favourite European brands.

    The figures I quoted were worldwide and no, Nokia is not gaining share. As I stated, Nokia’s share of the smartphone market worldwide has been dropping worldwide though the latest quarter wasn’t as catastrophic as some previous quarters, going from 45.5% in Q2 2008 to 44.3% in Q2 2009 according to Canalys:

    http://www.canalys.com/pr/2009/r2009081.htm

    Gartner puts Nokia’s smartphone market share loss as larger going from 47.4% in Q2 2008 to 45.0% in Q2 2009
    http://www.gartner.com/it/page.jsp?id=1126812

    Overall, Nokia’s phone sales plummeted from 120.3 million in Q2 2008 to 105.4 million in Q2 2009.

    However, in that same timeframe, Apple went from 2.1% to 13.7% worldwide – an increase of 626.9% so please stop with the “iPhone is a US-only phenomenon” lies.

    All the stats indicate that 60% of sales of the iPhone are to people new to Apple so enough with the “religious followers” and “isheep” insults as well. You’re coming across as just a nasty envious little person.

    http://www.networkworld.com/news/2009/032409-apple-has-sold-17-million.html

    Apple’s iPhone revenue increased 303% to $1.7 billion compared to Nokia’s 24.6% drop in revenue in the same time-frame.

    Here’s another useful titbit from Gartner:
    “Nokia maintained its leadership position, but its portfolio remained heavily skewed toward low-end devices. Its flagship high-end N97 smartphone met little enthusiasm at its launch in the second quarter of 2009 and has sold just 500,000 units in the channel since it started to ship in June, compared to Apple’s iPhone 3G S, which sold 1 million units in its first weekend.”

    As far as QT as a strategy to try and bridge the gaping chasm between Nokia’s Maemo and Symbian operating systems, haven’t you noticed that cross-platform compatibility layers *always” end up as slower, less feature-rich and usually unable to take advantage of any special hardware features of the individual platforms. QT is a sign of Symbian’s failure to scale and Nokia’s desperation to appear to have a coherent strategy. By the time they deliver it in several year’s time it will be too little too late I am afraid.

    Whichever way you scratch it, Nokia is struggling while the iPhone is on a rip-roaring ascendency. However, if it makes you feel any better, that other American company Microsoft is far worse off with Windows Mobile having dropped to 9% worldwide smartphone marketshare compared to the iPhone at 13.7%. :-)

    -Mart

  • http://www.van-garde.com Daniel Swanson

    @mart

    Again, mate, thanks for all the data so concisely put. Bloody well fixed Turnips’ wagon, I expect!

    Pity you’re in such a twist over our measurement units and space games, though.

  • http://web.me.com/mart_hill Martin Hill

    Heh, don’t worry Daniel – some of my friends are in fact American. ;-)

    Since you got rid of Bush and his isolationist, nationalistic policies, we in the rest of the world do like you guys a lot more. :-)

    -Mart

  • http://web.me.com/mart_hill Martin Hill

    ps. In case you were wondering, the Mars Orbiter crashed into the surface of Mars because a NASA scientist got feet and metres mixed up when calculating its orbit!

    • http://www.van-garde.com Daniel Swanson

      Oops! Didn’t know that! Well, I’m duly embarrassed, then!

      I trust they put the wanker’s head on a pike for that one!

  • http://www.van-garde.com Daniel Swanson

    ps. Bet that bloke wished he paid better attention in school.

  • Turnips

    Sorry if I’m insulting you, I thought I’d give it a try! Everyone else on the internet seems to be doing it.

    @ Martin Hill
    You chart references share from over a year ago as a comparison. Smartphone share rose in Q2 2009 relative to Q1 2009. That’s the thing about data. Present it in the right way, and you can show almost anything!

    I wouldn’t call a drop of 15 million a “plummet”. Also, apples share went up several 100%. That’s no great feat. I could sell on phone one week, and two the next and my share will increase 200%.

    As for me being nasty and envious and little… I hope I’m not nasty in general, but I know to some people I am! As for envious, I’m not envious of you, that’s for sure. As for little, I’m not super tall but I’m not wimpy, I would say average. I’m just trying out this whole “internet argument” thing for the first time, and I don’t really want to spend all day on it so I’m not so worried about quality here. Yeah it’s a waste of time I know…

    Your tidbit about the N97 is wrong as of now, because the N97 has sold over 2 million units.

    http://www.intomobile.com/2009/09/07/nokia-sells-two-million-n97-units-in-three-months.html

    As for Nokia’s strategy not working, are you psychic? Can you predict the future? I don’t think you can, so please don’t act like it. I’ll admit I did the same thing, but now were “even”, ok? You’re not in on the secrets of any of these companies, so you can’t really know what’s going on.

    So, you expect everyone to have an iphone? We can all go around comparing App’ lists? I’m just really tired of all the iphone people going around and wishing death every other phone or company, the viciousness that they display is really truly sickening to me. why do they do that? Are they insecure or jealous? I’ve been reading these troublesome blogs for a while now, each with their own character (this one seems to have an extremely pro iphone character compared to many others, btw) and most of the time when someone mentions iphone they are trying their best to assert its superiority. Well, I’m just trying to bring balance to the world

  • http://web.me.com/mart_hill Martin Hill

    @turnips
    There is a reason why I and any self-respecting analyst compares the current quarter with the same quarter the year before. It is called seasonality. Every product has quarters like the lead-up to Christmas where a drop (or increase) the following quarter means nothing unless you compare it to the same time the year before.

    As such, I really don’t know how you can say the 15% drop in Nokia’s share year-over-year compared to the iPhone’s 625% increase from 0.7 to 5.32 million is anything but spectacular no matter how you try to play statistics.

    As far as the future is concerned, my criticism of Nokia’s strategy is based on facts not crystal balls or a wish for them to crumple up and die. For starters look at their history – a plummeting marketshare and very slow reaction times to the competition and failed ventures with N-Gage and linux mini-tablet computers. Then there is the past fragmentation in incompatible operating system variants in Symbian itself and wider between their low-end phones and higher-end devices has all combined to make their platform far less compelling for developers and ultimately customers alike.

    With the iPod Touch giving the iPhone OS an even larger installed base of 50 million devices and 1.8 billion downloads from the App Store, the importance of a viable developer platform cannot be over-stated. By continuing with their fragmented strategy and a delay of at least 2 years before QT gives some degree of limited compatibility, surely you don’t need to be psychic to realise that Nokia faces an uphill battle and a terribly terribly late start (or re-start in fact) in this race to establish the next big thing – the always-connected pocket computer?

    In this particular race, no, I don’t think everyone will have an iPhone, though people said that about the iPod and the iTunes Store too – and look at them now – 70-80% marketshare and the World’s biggest Music retailer – so who knows? However, I think it is more likely that Android and iPhone will be the 2 biggest players perhaps with Blackberry and Nokia vying for third. Time will tell,

    peace.

    -Mart

  • Turnips

    Well, We’ll just have to wait and see then, huh? I personally think that Apple will start to lag more as the years pass, just like they did in the PC market.

  • http://www.van-garde.com Daniel Swanson

    @Turnips

    Your “perception” is decidedly myopic. Apple is more vital than ever in the PC market, a fact, evidenced by statistics (Apple reports that roughly half of their computer customers are either first-time computer buyers or first-time Mac computer buyers), which you conveniently ignore. But then, you’re one to employ statistics “creatively”, aren’t you.

    Their newly released Snow Leopard OS is poised even better to take advantage of the new multi-core strategy for increasing computing power, for one thing. They’d hardly invest in such if their computer business was “history.”

    It’s odd, also, that you critics continue to ignore the fact that one, if not THE, advantage that Apple has over everyone else is its core OS and the device interoperability that alone affords.

    This is an advantage not only for end users but for developers.

    The more you downplay and ignore these factors, the more you confirm for others your particular delusions.

  • Turnips

    @ Delusional Dan

    The statistic that 50% mac owners are first time mac buyers evidences that they don’t have a high rate of returning buyers. Also, I never said that their PC business was “History”, but it will be hard for them what with windows 7 coming out soon, which I have tested.

    Also, the core OS is not all THAT great, I mean I have used macs and I can say that they crash plenty, aren’t all that “intuitive”, and they also break down and overheat. I’ve seen it firsthand!

    In terms of interoperability, you don’t want variety? Texture? You want everything everywhere to be apple? That to me sounds like a very dull world.

    Yeah, I use statistics “creatively”. At least I don’t use them in desperation to try and make myself feel better about being an overzealous loser like you!

    Since you seem to want to bring the insults, here’s another:
    You know, mac users are kind of like Steve jobs. You know he wouldn’t even see his own son, because he can’t have an embarrassment like that now can he!

  • Thomas

    @ Turnips

    Sure, and Mr Bill Gates and Steve Jobs smoked weed together while they were both trying to steal the technology of Xerox (The ones that invented both the graphical UI and the mouse originally) back in the 80s.

    But who really cares about personal insults? Mac OS X is still the most advanced OS currently out there. And the world is slowly but surely discovering it. I guess Steve Jobs was the smartest crook in the street gang afterall, despite his personal social problems just like Mr Bill Gates personal problems.

    The difference is quite clear tho, while Steve Jobs and Bill Gates are both filthy rich crooks, one of them focuses on trying to deliver the very best quality (Jobs), and the other tries to deliver the very best quantity (Gates)

    So it all boils down to what kind of person we are within ourself. Some of us are focused on quality and streamlined effectiviness in our work (Mac) while others are focused on pure quantity with lack of quality and stability (Windows) – Both systems works well as long as you got the right personality for it.

    I personally prefer using a mac since after I converted from windows I have been able to convert 90% of the waste time i used on keeping windows running into pure creative and money producing tasks on mac, because mac just…. Works…

    But do not think i’m trying to smack-talk you, as i said, some people love using their time fixing stuff all day long. And for those kinds of people, windows is sure going to be a great place to work for many years to come. And you most likely will get payed good for the troubleshoot work too since so many companies seems to love having trouble to fix instead of having pure productivity and stability in focus.

  • Turnips

    Interesting comparison. However, you forgot to add Linux. I would be interested in hearing your take on that!

    As an aside, between for mac and windows, I have used both. I can’t really say I’ve noticed any productivity changes since each computer I used had it’s own quirks. I think it’s like comparing Ford and Chevy personally.

  • Turnips

    Oh and the PC/windows combination is pretty much the best choice for games…

  • Torstein A.

    Blackberry is OK. At least RIMM is a decent, innovative competitive little company.

    I hope Apple’s success chokes Nokia and puts them in the graveyard.

    • Turnips

      Torstein, why? Why would you hope such a thing? What has Nokia done to fill you with such strong hatred? Did they fire you or something?