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A little number crunching from Baidu’s Q1 2012 mobile internet stats:
(Mainland) Chinese brands now have no less than 48% market share, and they’re not staying at home…
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BT is using street-corner cabinets to promote its new FTTC product. This one is in Chiswick, west London.
This is a clever approach to local advertising - only people who can get the service will see the posters. Not sure how effective it is, though.
(This is an extract from a report I published last week for Enders Analysis)
A little observation and collation:
All 3 US (major) operators that sell the iPhone report their unit sales, and AT&T and Verizon report total smartphone sales. The iPhone is utterly dominant.
Even at Verizon Wireless, which has aggressively promoted Android, the iPhone is now over 50% of all smartphone sales.
As time goes on, we can estimate what this is doing to the installed base of smartphones (which they also disclose):
Expanded distribution and the new iPhone 4S combined mean that the iPhone now has 42% of all US smartphones in use today, and growing.
As should be obvious, this means that though Android is outselling the iPhone 2:1 globally, the iPhone is substantially outselling Android in the USA.
(Note: the second chart is for the total US market, including T-Mobile and other smaller carriers)
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An experiment of sorts: today I published a very detailed report for Enders Analysis on the iPhone’s market share in the USA. Enders is a subscription business, so I can’t post it all here, but I’ll be sharing some of the more compelling charts over the next few days. Today: smartphone market share.
Since the US operators disclose their iPhone unit sales and their smartphone bases, and AT&T, Verizon Wireless and T-Mobile disclose total smartphone sales as well, you can make some pretty good estimates as to where the market is going - far better than relying on panel data, as some of the more widely-quoted stats do.
So, this is my starting point:
Roughly 50% of all the smartphones sold in the USA in Q1 2012 were iPhones. This is very different to the global picture:
Android is outselling iPhone by more than 2:1 on a global basis. But in the USA, Apple is massively outselling Android. That has obvious implications for where (mainly US-based) developers should be placing their efforts.
Tomorrow, the install base, and what effect expanded distribution has had.
Facebook - The $98 Billion Hack
Hearst US tablet mag sales, given at a conference I moderated today:
They’re selling 600k copies a month. Of course, this is not a totally representative sample: the small devices in particular weight to mid-market women’s titles.
Still, Hearst USA is selling as many digital magazines on Nook + Fire as on iPad. Fascinating, and big implications for the viability of the 7 inch tablet market
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