Commenting on the quarter, Research Director Jeff Fieldhack said in a statement, “Dips in sales coming off a holiday period are to be expected, however there are several other factors that make this the weakest Q1 in recent years. For one, postpaid device promotions were not as enticing in the first quarter—most requiring a new line. In addition, prepaid did not receive its usual February and Q1 bump as prepaid service promos cooled. The ramp-down of government subsidized ‘Lifeline’ programs have cut into prepaid device volumes. BYOD and refurbished devices also continue to impact new device sales.”
• Apple growth percentage is declining during launch periods. However, it has gained overall US market share because of its increasing installed base and B2B and prepaid channel improvements.
• Samsung growth curve is slipping. There is increased difficulty maintaining momentum through product lifecycles.
• During periods of prepaid weakness, ‘others’ performance declines. Others saw a drastic dip during the first quarter.
• The overall US market growth is on a downward slope outside of Apple launch periods.
Research Analyst Maurice Klaehne said in a statement, “Apple shipped a record 16 million iPhones for the first time ever in a Q1 in the US. This is a 16% YoY increase, with the OEM showing continued success in taking share away from Samsung in the premium market space. It now commands 80% of the +$800 price band. Samsung’s sales declined 4% YoY which indicate weaker sell-through of their premium Galaxy models. Overall, Apple’s super-premium segment ($800 and above) accounted for 20% of US total sales during Q1. Samsung contributed 8%. The $800 and above price segment grew to 28%, an additional 3% share, over what we reported during Q4 2017. Google Pixel 2 models are solid sellers when on promo within Verizon. Sales dip considerably when off promo. Volumes would be much higher if the Pixel was offered within carrier retail channels outside of Verizon.”
Commenting on the top sellers of Q1 2018, Fieldhack noted, “Overall we see Apple’s continued dominance in the top sellers for Q1 as the X and 8 series hold the top spots with the older Galaxy devices not far behind. S9 pre-sales were sluggish compared to S8 sales last year but will probably pick up sales momentum in the following months as carriers are offering good trade-in deals. Motorola has been doing well with the E4 due to its low cost and solid specs for the price point—very dependable within prepaid and national retail channels.”
Source: Counterpoint Technology Market Research
MacDailyNews Take: iPhone’s dominance is increasing!
Latest iPhone X news is good for Apple but bad for Android phone peddlers – May 21, 2018
Apple’s iPhone X remained the world’s best-selling smartphone in March – May 18, 2018
Apple sells an iPhone X every three seconds in Europe – May 9, 2018
Canalys: Apple’s iPhone X was Europe’s No.1 smartphone in Q1 – May 9, 2018
Strategy Analytics: Apple’s iPhone X the world’s best-selling smartphone model in Q1 2018 – May 4, 2018
How did analysts and pundits got the iPhone X ‘panic’ story so very, very wrong? – May 4, 2018
Why was iPhone X so successful at $999 despite a slew of fake news? – May 2, 2018
Uh, yeah, about those iPhone X ‘concerns’ from analysts: Never mind – May 1, 2018
Apple beats Street with best Q2 ever – May 1, 2018
Apple’s iPhone X isn’t selling well – or is it? – April 21, 2018
Apple’s iPhone X to be discontinued this year, analyst claims – April 20, 2018
Morgan Stanley: Apple stock may fall on ‘materially’ weaker iPhone sales – April 20, 2018
Apple’s iPhone X made 5 times the profit of 600 Android OEMs combined – April 18, 2018
Apple’s iPhone captured 86% of global handset profits in Q417; iPhone X alone took 35% of global handset profits – April 17, 2018
Bernstein: Ams AG is biggest winner in Apple’s TrueDepth Camera system – April 10, 2018
Apple’s iPhone X is the UK’s most popular smartphone – April 9, 2018
Apple’s iPhone X sales continue to disappoint, some analysts say – March 22, 2018
Ignore the iPhone X naysayers – March 10, 2018
Will the naysayers admit they were wrong about Apple’s iPhone X? – February 5, 2018
Do iPhone X sales spell trouble for Apple? – January 30, 2018
Apple supplier says report of iPhone X production cuts was overstated – January 30, 2018
Another January, another misleading iPhone supply cuts story from Nikkei – January 29, 2018
Apple stock drops after Nikkei report of iPhone X production cut – January 29, 2018
Reports of Apple cutting iPhone X orders make no sense – January 2, 2018
Apple stock tumbles on one poorly-sourced report of low iPhone X demand – December 26, 2017
Apple and suppliers shares drop on report of weak iPhone X demand – December 26, 2017