iPhone sales are up more than 4% from a year ago, while the leading smartphone seller, Nokia, is down 3% from a year ago. That's the word from Gartner Research today as they survey 3rd quarter sales.

According to Gartner research:

Apple's worldwide smartphone share reached 17 per cent as iPhone sales totalled 7 million units in the third quarter of 2009 following the continued rollout of the iPhone 3GS in new countries. Its ASP (average selling price) is holding steady and sales in the fourth quarter should be even stronger as Apple starts selling in China, through one additional carrier in the UK, and in an additional 16 countries.

Sales of Windows smartphones had another quarterly decline, with Windows Mobile 6.5 appearing too late to factor into the accounting.

For a company that was dismissed two years ago for not having any experience in building phones, Apple seems to doing more than just OK. By the same token, the competition from the new Droid from Verizon should keep Apple innovating.

Our friends at Cult of Mac commented on the possibility, floated on CNBC, that Apple will eventually overthrow Microsoft as the most valuable company in the technological world. If you think about it, Apple's stock was worth an unstable $25 dollars a share at this time 10 years ago -- today, it's worth $202 a share and shows no signs of decline. CNBC reports that Microsoft isn't really growing, but Apple continues to gain value and market share every day. From that, you could logically deduce that Apple will surpass Microsoft... but there are still a few points to make.

Apple has a long way to go before they're really ahead of Microsoft by most metrics. I suppose it's possible that the company's worth could surpass Microsoft within the 2 years that CNBC predicts, but as far as actual market share... I hope not. Here's why:

If Apple grows that quickly, we're going to see the effects of gravity bring them back down a bit. That kind of growth would be great for the brand but not necessarily the customer. We're already seeing record highs at the Genius Bars and not enough experienced staff to handle the demand. Calling AppleCare is usually a chore, not a pleasure.

Then again, any tech support call isn't fun, but long wait times make it even more frustrating. Using the example of Microsoft, getting too big too fast degrades your ability to offer quality service. It doesn't mean that their products are horrible, it means that you have to bring in more people to fill the gap -- people who aren't necessarily the most qualified to help. Will this sort of thing happen with Apple? I hope not. If their growth continues at its current rate, they better have a very good plan to avoid the Microsoft effect.

In my opinion, Apple does well as the underdog: they constantly have to adapt to the changing markets and make themselves more appealing than the competitor. If you look at Apple's top-dog aspects (iPod and iPhone), we begin to see things that aren't so awesome: the lack of a subscription service, the restrictive iPhone platform, not to mention the App Store approval process. In some ways, they get to the top of the mountain and then stop trying. Apple doesn't figure out where to go after they reach the summit, they simply find a different mountain and start climbing. They spent a couple years with the iPod, then a couple years with the iPhone... now we're gonna be seeing a couple years of the iTablet (or iSlate or iPad, you get the point).

If I'm not mistaken, it's really been a while since they've done anything innovative with the computer. Sure, the iTablet could bring innovation, but that's another mountain -- as were the iPod and iPhone. I'd love to see the company get back to the personal computer and do something that would change how we look at Apple. When I mention Apple at the moment, I hear the response, "Oh, they make the iPhone, right?" 4 years ago, that was the iPod. Soon enough, it will be a new piece of sexy hardware that Jonathan Ive designed.

Maybe two mountains will collide with the iTablet. Maybe it will really be the computer innovation that we've been missing. Maybe it will put Apple ahead of Microsoft in value, but let's hope that the Apple brand continues its reputation for great products, service and innovation.

Paul Carton, Director of Research at ChangeWave Research, reported yesterday at investorplace.com that Apple iPhone is gaining steadily on BlackBerry's market share, a great feat considering BlackBerry's entrenched position in the business sector. iPhone market share is now a heady 30%, still behind BlackBerry's 40%, but RIM products are not gaining new users at nearly the same rate. As for Palm? Well, the Pre seems to have leveled out the free fall, but there's nothing terribly encouraging about the data. My guess is they are still pining for those halcyon days of 2006 when Palm was king.



The smartphone market itself is rising; according to Mr. Carton's research, a full 39% of consumers now own some kind of smartphone. Compare that with last summer, when the smartphone market was just cracking 25%.



The good news for Apple is that RIM's stranglehold on the smartphone market appears to be loosening, and with so many consumers still to reach, Apple has the momentum. CNNMoney.com characterized Apple's market gains as putting Apple within "striking distance" of BlackBerry. What's driving the momentum? Customer satisfaction. Among those who plan to buy a smartphone within the next 90 days, 36% plan to buy an iPhone. And among current users, fully 73% of them are satisfied with the device, compared with only 43% of BlackBerry users.



Mr. Carton notes that BlackBerry is planning product launches this year, and Apple has already released the 3GS. If Apple holds true to its history, we won't see a significant upgrade to the phone until next June. Either way, Apple has carved itself out quite a niche and the iPhone can no longer be dismissed as a toy to BlackBerry's business device.

Amidst the ongoing macroeconomic malaise (is it over yet? Can we come out from under the covers?), the PC industry's sales have been suffering as big corporations and cash-strapped consumers postpone those discretionary purchases of shiny new gear. The expectation, based on 2008's results, was that this quarter would be tough sledding.

Results from analysts Gartner and IDC, however, both show an uptick in unit sales across the PC market year-over-year (2.3% higher globally per IDC, 0.5% higher per Gartner). Any pickup in sales comes as a surprise to Gartner, which had predicted a 5.6% decline in unit shipments.

For Apple specifically, the news is also good: both firms predict a boost in unit sales and share percentage for Apple's CPU shipments, with US numbers up from 8.6% to 8.8% share (Gartner) or a blazing 9.4% share (IDC). For the unvarnished results, you can tune in this coming Monday, 10/19 at 2pm PT to hear Apple's quarterly earnings call.

[via BrainstormTech]

If you're looking for a bright spot in the Mac market share numbers after the recent dips, Net Applications has your back. The May survey indicates an uptick in Safari's share of browser usage -- up to 8.43% from 8.21% in April, and 2% higher than a year earlier. Firefox continues to be the big 2nd banana to leading browser choice IE, with a 22.5% share. It's not yet clear how the IE8 release will drive browser adoption.

Operating system numbers (which aren't definitive, but provide a reasonable indicator of usage) also show a slight rise for Mac OS X (9.81% from 9.73%), also more than 2% over the year-ago allocation.

On the mobile side, the survey company notes that Android browsing usage started out with the same adoption curve as the iPhone/iPod touch, but has since fallen off that pace. Coverage of the Palm Pre starts soon.

[via Ars Technica]

It's not an earthshaking surprise, but good news nevertheless, that advertising metrics show the share of Apple devices on the web continues to grow.

The latest indication is from Admob, a firm that tracks ad requests from more than 6,000 published sites in 160 foreign countries.

According to their latest report:

Worldwide requests from Apple devices grew 28% month over month to 1.2 billion in January. Building on its strong December, iPod Touch growth outpaced iPhone growth in top markets. The iPod Touch now represents 40% of Apple requests, up from 20% in September.

The Admob data confirms that the Apple iPhone (17 percent share) and iPod touch (12 percent share) are together the number one device for mobile internet useage, making 51% of all ad requests. This has to be good news for Apple, who is riding the recession along with the rest of the tech sector. Other highlights from the report indicate that Blackberrys have a 19 percent share while the G1 (HTC Touch) is the number 18 device in the U.S. with 0.9% share in December. The Google Android phone has a 3% OS share in the US, a good number for a product so new to the scene.

Apple may be rolling out even more phones to try and hold and extend past market gains. There are also continued rumors of a US $99.00 iPhone.

They are not dramatic changes, but they are steady and heartening to the Apple universe of users and developers. The trend continues from December numbers, and for Apple, all the trends are good.

Net Applications, a company that tracks operating system and market share by looking at results from search engines, reports that Apple has a 9.93% share of OS users for January of 2009, up from 9.63% the previous month. Windows OS market share measured 88.26% in January, dropping slightly from 88.7% in December.

If you add in iPhone users (0.48%) to the Mac OS X data, the Apple market share is 10.41%, which again, is higher that last month.

Browser shares are also an interesting data point. Net Applications says Microsoft's Internet Explorer has the lowest market share since they began tracking browsers in 2005. IE users now comprise 67.6% of the browsers online. In the last 12 months, IE has dropped about 8%.

For the third month in a row, Mozilla's Firefox, Apple's Safari, and Google Chrome all gained market share at the expense of Microsoft. Safari's share of 8.3% is a record for Apple.

These numbers continue to be good news for Apple, a company trying to buck a nasty recession along with the rest of the industry.

There's word this morning that the NPD Group's latest research shows a surprising finish for the iPhone in the 3rd-quarter sales competition among US cellphones bought by consumers; for the first time in three years, there's a new top model. The Motorola RAZR, long the most popular handset for adult consumers, has fallen before the touchable juggernaut from Cupertino, CA.

Yes, even while the overall consumer unit sales for cellphones declined 15% from the year-ago quarter (ouch!), the iPhone 3G kicked the RAZR out and took over as the #1 most popular handset sold in the US. LG also bypassed Motorola as the #1 overall vendor in consumer phone sales. Even though the RAZR is now offered as a free phone on new contracts with many carriers, those phones still count as sales for the purposes of the NPD analysis -- making the iPhone's ascendancy even more stunning.

"The displacement of the RAZR by the iPhone 3G represents a watershed shift in handset design from fashion to fashionable functionality," said Ross Rubin, director of industry analysis for NPD (and recent TUAW talkcast guest). Four of the five best-selling handsets in the third quarter were optimized for messaging and other advanced Internet features.

The top three phones (the iPhone, the RAZR, and the Blackberry Curve) address some different markets and diverse user needs -- but to have the iPhone on top, even counting in the pent-up demand for a 3G version, is pretty astonishing. Considering that Apple has ramped up from a v1 iPhone which gave up some key functionality in the interest of getting to market in a hurry, and even the 3G model lacks some popular items (copy/paste, tethering), getting to the top of the heap is an achievement worth celebrating.

If you've been paying attention to the news lately, then you know that the U.S. economy is in a bit of a slump. Even so, Apple's market share continues to prosper, according to Register Hardware. Their site is reporting that Apple's market share is now 35% if you look at revenue garnered -- largely due to notebook sales. In addition, Windows-based notebook sales are down 1.5% and at the same time, Mac notebook sales are up 35% (by units).

In other news, ComputerWorld is reporting that Mac OS X's market share is currently at 8.2%. This means that 8.2% of all the computers accessing over 40,000 websites that are monitored by Net Applications. This is a huge milestone for Apple as this is the first time their market share has gone above 8%. Microsoft still leads the monopoly on the operating system front -- Windows garnered 90.3% of computers accessing websites using Net Applications site monitoring. Windows Vista currently holds 18.3% of the market share.

On the iPhone front, Net Applications reported that 0.3% of the Internet market share was owned by the iPhone -- quite a feat for such a small device. However, it does have the hype machine working for it!


[via ComputerWorld and Register Hardware]

Although there's a powerful malaise in the financial markets right now, analysts who follow Apple are reporting stellar figures for the second quarter of 2008 in both overall computer sales and notebook computer sales in particular.

To begin with, research firm DisplaySearch reports that Apple is now the fourth largest seller of notebooks in North America with a 10.6 percent market share. This was the largest jump among top computer makers, rocketing from a 6.6 percent share in the same period of 2007. Dell still leads the notebook computer market with a solid 21.9 percent of all North American notebook sales, and introduction of their new Inspiron Mini 9 subnotebook is likely to help keep them in the lead for the foreseeable future.

Apple's sales of all Mac models in the U.S. jumped a whopping 38 percent during the second quarter compared to the same period in 2007. Gartner reported that the company shipped almost 1.4 million Macs in the U.S. during the April - June timeframe in 2008, up from about 1 million in the second quarter of 2007.

Let's hope that Apple's halo effect can rub off on the rest of the world markets soon!

[via Cult of Mac]

Ben Gray, analyst at Forrester Research, says that Mac OS X accounts for 4.5 percent of the business operating system market, 3¾ times their share in January 2007.

Computerworld notes that all this has happened with one thing notably absent: an enterprise strategy. "I haven't seen anything from Apple that seems to show it's attack[ing] the enterprise market," Gray said.

He says the gains in market share are due to two trends: client virtualization (using software like Parallels or VMWare) and the idea that corporate IT departments are more willing to support a broader range of hardware and software.

"In the end, [IT departments] want their employees to be as productive as humanly possible, so they'll approve tools that people are more comfortable with," said Gray.

In related news, Windows' overall share of the corporate market dipped slightly from 95.6 to 94.9 percent for the same time period.

[Via Macworld.]

In the "premium" computer market -- at least, for machines sold in brick and mortar stores -- Apple holds its own as number one. For the first quarter of this year, Macs accounted for 66 percent of computers that retailed for over $1,000, according to eWeek.

That's not all: 70 percent of desktops sold at the same price point (or higher) are made by Apple too.

Even though sales at physical stores represent only a fraction of the overall computer market, what's most impressive for this stat is the year-over-year growth. Apple had 18 percent of the premium market in January 2006. That grew to 57 percent in September 2007, and just six months later rose to 66 percent. In the same eWeek article, Joe Wilcox quotes NPD's Stephen Baker as saying "Windows notebooks had 'zero percent' growth year over year [and] Apple notebooks had '50 to 60 percent growth.'"

Of course, overall, Apple makes 14 percent of computers sold at retail. Compare that to Apple's nadir in the late 90s of around two percent, and you can see how the changes Apple made to its distribution and retail strategy over the last decade have really paid off.

[via Apple 2.0]

The numbers are preliminary, but Gartner's analysis of the US personal computer market for the 1st quarter of 2008 shows some remarkable market expansion year-over-year for Apple. With a 6.6% share of the US market (behind Dell, HP and Acer), Apple shipped over a million Macs in the quarter and had 32% growth in unit sales, far outpacing the 3% growth of the overall market and blowing past sales leader Dell's otherwise stellar 15% growth.

Gartner's report notes that "Apple enjoyed strong retail sales, and there were indications that Apple showed decent growth in the professional market as well." Someone's got to be buying all those machines!

[via MacRumors]

Currently in lead in the UK, Nokia may be given a run for its money as the iPhone is set to be the number one mobile web browsing device. According to iTWire and StatCounter, the iPhone took 0.06 percent of the total internet browser marketshare in the UK for March 2008.

According to StatCounter, the iPhone definitely has some work cut out, if it is to surpass Nokia's 0.15 percent market share to date as of March. iPhone is currently in second place with it's 0.06 percent (which goes up to 0.09 percent if iPod touch browsing is also figured in). But that is still way ahead of the Blackberry with it's 0.02 percent.


[via iTWire]

Over at Mac Daily News, they're citing a USA Today article which indicates that Apple's "home computer market share" hit 7.6% in May 2007, up from 3.2% in May 2004. MDN says "we assume that the market share number came from USA Today research." Presumably this number is for the US and obviously focuses on consumers rather than businesses, but this feels right to me. We've already mentioned that sales are way up and Mac shipments are up 30%. Let the Mac train roll on!

[via Digg]