There has been a recent claim that the iPhone is “dead in the water,” but asymco’s Horace Dediu throws cold water on the “iPhone is dead in the water” fiction.
“iPhone grew at 113% year on year. It even grew sequentially in a post-holiday quarter and the growth is not slowing materially,” Dediu reports. “The claim was made that iPhone was not gaining share. But share of what? If we look at the iPhone share of all phones and share of smartphones, it’s still growing. It reached 5% share of all phones sold in the quarter and fourth most popular vendor in the world. Beating RIM, HTC, Motorola, Sony Ericsson and ZTE.’
Dediu reports, “If something is dead in the water, it isn’t going anywhere or making any progress. On a unit basis and one the basis of vendor comparison, iPhone is doing very well. On the basis of value capture and profitability it’s doing even better.”
Read more in the full article, which includes a nice chart, here.
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