Apple iPhone shipments show impressive growth as Samsung falls

According to the latest research from Strategy Analytics, global smartphone shipments grew just 15 percent annually to reach 340 million units in the second quarter of 2015. It was the smartphone industry’s slowest growth rate for six years. Apple and Huawei bucked the trend and grew rapidly to gain several points of marketshare in the quarter.

Linda Sui, Director at Strategy Analytics, said in a statement, “Global smartphone shipments grew just 15 percent annually from 295.0 million units in Q2 2014 to 339.5 million in Q2 2015. This quarter was the smartphone industry’s slowest growth rate for six years, since the depths of the global economic recession back in Q3 2009. Smartphone growth is slowing due to increasing penetration maturity in major markets of the US, Europe and China. Smartphones will need a design transformation to revitalize growth in the future, such as foldable or rollable displays.”

Neil Mawston, Executive Director at Strategy Analytics, added, “Samsung shipped 71.9 million smartphones worldwide and captured 21 percent marketshare in Q2 2015, dipping from 25 percent a year earlier. Samsung faced intense competition from Chinese brands in the low-end smartphone market, while the company underestimated demand for its popular S6 edge flagship model in the high-end. Apple shipped 47.5 million smartphones worldwide and captured 14 percent marketshare in Q2 2015, rising from 12 percent in Q2 2014. Apple’s iPhone 6 and 6 Plus models remained wildly popular in China and worldwide, as consumers upgraded to larger-screen phablets for enhanced usability.”

Global Smartphone Vendor Shipments and Marketshare in Q2 2015
Strategy Analytics: Global Smartphone Vendor Shipments and Marketshare in Q2 2015

The associated report is published here.

Source: Strategy Analytics, Inc.

MacDailyNews Take: Steadily, the world awakens.

Samsung offers downbeat outlook for year ahead of new Apple iPhones – July 30, 2015
Apple’s indomitable iPhone 6/Plus sales unfazed by Samsung’s anemic Galaxy S6/Edge – June 2, 2015
iPhone 6, killer: Beleaguered Samsung’s Galaxy S6 sales are a total disaster – May 22, 2015
Beleaguered Samsung reports 30 percent decline in operating profit – April 28, 2015
Samsung Galaxy S6 phones suffer weaker than expected sales in South Korea homeland – April 22, 2015
15 percent of Samsung Electronics execs quit amid profit slump – April 2, 2015
Significant Android to iPhone switching weakens market for Samsung Galaxy S6 – March 24, 2015
Apple iPhone takes smartphone market share from Android around the world – March 4, 2015
Poor man’s iPhone: Android on the decline – February 26, 2015
Study: iPhone users are smarter and richer than those who settle for Android phones – January 22, 2015
Why Android users can’t have the nicest things – January 5, 2015
iPhone users earn significantly more than those who settle for Android phones – October 8, 2014
Yet more proof that Android is for poor people – June 27, 2014
More proof that Android is for poor people – May 13, 2014
Android users poorer, shorter, unhealthier, less educated, far less charitable than Apple iPhone users – November 13, 2013


        1. I suggest you learn to think. I have been invested in AAPL for the last 15 years, including the last 6 months. Did you pick 6 months because it fit your storyline? If you’re going to analyze a seasonal stock you need to do it on an annual basis. AAPL typically doesn’t do anything significant in the first 6 months of the year. I was invested in AAPL over the last 6 months, and by selling just before this last earnings report I made $10K in two days. You might try actually paying attention to what is going on rather than spewing bullshit.

        2. I’ve been investing since the late 70’s. AAPL since the mid 80’s. So I absolutely understand ebb and flow. At least you’re smart enough to sell and profit. AAPL is not a seasonal equity. They don’t sell Easter candy or Christmas trees. They, like others, have their best quarter (Q1: Oct.,Nov.,Dec.) during Christmas. They introduce new or upgraded products throughout the year. That is not seasonal. And I do pay attention. I have made 10K many times over the decades. You seem to be impressed with that feat. It’s really not that difficult. And remember you opened, as usual, your big mouth. Not me. You seem to make a habit out of expressing your pompous, uninformed opinions.

        3. AAPL not seasonal? They sell Christmas gifts. Once in a while they introduce a new product at mid-year, but lately it’s been in the 4th and first quarters. You can make money like clockwork selling AAPL on May and buying back in July. Uninformed? $10,000? Get real. You’re a wannabe talking out his ass.

  1. 340 million smartphones were sold in the last 3 months. Take a moment to contemplate that astonishing number. No new technology in history has spread so far and wide and been adopted so quickly as the multitouch-screen smartphone.

  2. I don’t care about stocks. SJ never did either. All I care about is happy Apple Customer new and old. The best part of course is Samsung POS of a company failing after slavishly copying Apple. Yeah fail you POS!!!

  3. Impressive growth to whom? I’m fairly certain investors were greatly disappointed at iPhone sales this quarter. Investors were not impressed with Apple coming up 2 million iPhones short of expectations. Maybe impressive isn’t the correct term to use in this case. I say Apple’s iPhone growth was good but as usual, Apple came up short and ended up getting dumped.

    Has anyone noticed how Microsoft’s P/E has jumped to 31 and is now twice as much as Apple’s P/E? How does Microsoft manage that and Apple can’t even raise its P/E a couple of points. Big investors are happily paying a premium for Microsoft stock but investors consider Apple overpriced, so they keep selling it off. A lot of investors certainly think Microsoft is a far better investment than Apple and I’m not sure why. Fundamentally, Apple appears to be the better company. Every single move Apple has made this year pushes the share price down further. It appears as though Tim Cook has alienated investors otherwise I don’t know what else to make of it.

    1. Apple beat its own realistic guidance. Apple beat the “official” numbers expected by Wall Street. Apple had a record quarter. Apple didn’t beat the “whisper” numbers from Wall Street. Microsoft doesn’t even HAVE whisper numbers.

      The problem is all those “experts” who didn’t believe the Apple story when it was effectively $1 per share, and who now hope someday to salvage some self-respect by being able to say, “I told you so.”

  4. What they don’t tell you in these statistics is that Samsung and some of the other makers are NOT making all smartphones. For example, Samsung reports 71.9 million phones shipped, but only about 35% of those are smartphones. This was learned in the Apple v. Samsung patent infringement lawsuit in 2013 when Judge Lucy Koh required Samsung as part of discovery to disclose their phone product mix. The Korean company presented shipping records that showed they shipped around 30% fully capable smartphones, 40% limited capacity feature phones, and then another 30% that were what are considered basic, dumb phone models.
    That means that instead of making 71.9 million smartphones, Samsung probably made only around 25 million phones that actually compete in the same smartphone market with Apple’s iPhones. The rest of Samsung’s phones were not smartphones.

    Economists’ studies have shows that most major cellular phone makers product mixes are close to that. . . except Apple. Apple makes only smartphones.

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