Gartner: Mobilní telefony – přehled trhu 3Q11

Operační systém Android pokračuje v raketovém růstu a prodeje běžných mobilů táhnou hlavně dual-SIM přístroje. To jsou hlavní závěry čtvrtletního přehledu trhu mobilních zařízení, jak jej připravují analytici společnosti Gartner. (TZ)

Prodeje chytrých telefonů vzrostly ve světě ve třetím čtvrtletí 2011 o 42 procent na 115 milionů, prodeje všech mobilních přístrojů vzrostly o 5,6 % na 440 milionů kusů. Dodávky do distribuce dosáhly 460 milionů; rozdíl jde na vrub předzásobení operátorů a obchodníků na vánoční sezónu. Ve Východní Evropě (bez Ruska) stojí za pozornost růst tržního podílu Nokie. Ten v druhém čtvrtletí klesl na 35 %, ale ve třetím vyskočil na 45 procent. Ještě dramatičtější je propad značky LG z 6,6 na 1,8 procenta.

Gartner Says Sales of Mobile Devices Grew 5.6 Per Cent in Third Quarter of 2011; Smartphone Sales Increased 42 Per Cent

– Android OS Rose to Account for More Than 50 Per Cent of Smartphone Sales

– Smartphone Growth Slowed in Mature Markets

EGHAM, U.K., 15 November 2011 — Worldwide sales of mobile devices totalled 440.5 million units in the third quarter of 2011, up 5.6 per cent from the same period last year, according to Gartner, Inc. Non-smartphone devices performed well, driven by demand in emerging markets for low-cost devices from white-box manufacturers, and for dual-subscriber identity module (SIM) devices.
Sales into the channel reached 460 million units. Gartner analysts said this increase was because of inventory build-up in the channel partly because of the shipping of new devices late in the quarter but mostly to prepare the channel for the holiday season. Gartner expects most of the build-up to be sold by the first quarter of 2012.

“Our forecast for the end of the year remains broadly in line at a worldwide level as regions such as Asia/Pacific and the Middle East and Africa make up for weaker performance in the Western European market,” said Annette Zimmermann, principal analyst at Gartner based in Munich.
Smartphone sales to end users reached 115 million units in the third quarter of 2011, up 42 per cent from the third quarter of 2010. Sequentially, smartphone sales slowed to 7 per cent growth from the second quarter of 2011 to the third quarter of 2011. Smartphone sales accounted for 26 per cent of all mobile phone sales, growing only marginally from 25 per cent in the previous quarter.

“Strong smartphone growth in China and Russia helped increase overall volumes in the quarter, but demand for smartphones stalled in advanced markets such as Western Europe and the US as many users waited for new flagship devices featuring new versions of the key operating systems,” said Roberta Cozza, principal research analyst at Gartner. “Slowdowns also occurred in Latin America and the Middle East and Africa.”

“Some consumers held off upgrading in the third quarter because they were waiting for promotions on other new high-end models that were launched in the run-up to the fourth quarter holiday season,” Ms. Cozza said. “Other consumers were waiting for a rumoured new iPhone and associated price cuts on older iPhone models; this affected US sales particularly.”
Despite a drop in market share, Nokia continued to be the worldwide leader in mobile device sales as it accounted for 23.9 per cent of global sales (see Table 1). The second quarter of 2011 was the low point for Nokia, and the third quarter brought signs of improvement. Dual-SIM phones in particular, and feature phones generally, maintained Nokia’s momentum in emerging markets. Heavy marketing from both Nokia and Microsoft to push the new Lumia devices should bring more improvement in the fourth quarter of 2011. However, a true turnaround won’t take place until the second half of 2012.

Table 1
Worldwide Mobile Device Sales to End Users by Vendor in 3Q11 (Thousands of Units)

Vendor

3Q11

Units

3Q11 Market Share (%)

3Q10

Units

3Q10 Market Share (%)

Nokia

105,353.5

23.9

117,461.0

28.2

Samsung

78,612.2

17.8

71,671.8

17.2

LG Electronics

21,014.6

4.8

27,478.7

6.6

Apple

17,295.3

3.9

13,484.4

3.2

ZTE

14,107.8

3.2

7,817.2

1.9

Research In Motion

12,701.1

2.9

12,508.3

3.0

HTC

12,099.9

2.7

6,494.3

1.6

Motorola

11,182.7

2.5

8,961.4

2.1

Huawei Device

10,668.2

2.4

5,478.1

1.3

Sony Ericsson

8,475.9

1.9

10,346.5

2.5

Others

148,990.9

33.8

135,384.1

32.5

Total

440,502.2

100

417,085.7

100

Samsung became the No. 1 smartphone manufacturer worldwide as sales to end users tripled year over year to reach 24 million; sell-in was high as the channel built inventory. Samsung was the No. 1 smartphone manufacturer for the first time, ahead of Nokia in Western Europe and Asia. Gartner attributes this to the strong performance of Samsung’s Galaxy smartphones, which now cover a broad range of prices, and a weaker competitive market. Analysts expect more competition in the fourth quarter of 2011, not least because sales of the iPhone 4S, 4 and 3GS will capture share from Android manufacturers.
Apple shipped 17 million iPhones, an annual increase of 21 per cent, but down nearly 3 million units from the second quarter of 2011 because of Apple’s new device announcement in October. Gartner believes Apple will bounce back in the fourth quarter because of its strongest ever pre-orders for the iPhone 4S in the first weekend after its announcement. Markets such as Brazil, Mexico, Russia and China are becoming more important to Apple, representing 16 per cent of overall sales and showing that the iPhone has a place in emerging markets, especially now that the 3GS and 4 have received price cuts.

The Android OS accounted for 52.5 per cent of smartphone sales to end users in the third quarter of 2011 (see Table 2), more than doubling its market share from the third quarter of 2010.

“Android benefited from more mass-market offerings, a weaker competitive environment and the lack of exciting new products on alternative operating systems such as Windows Phone 7 and RIM,” Ms Cozza said. “Apple’s iOS market share suffered from delayed purchases as consumers waited for the new iPhone. Continued pressure is impacting RIM’s performance, and its smartphone share reached its lowest point so far in the US market, where it dropped to 10 per cent.”

Table 2
Worldwide Smartphone Sales to End Users by Operating System in 3Q11 (Thousands of Units)
Apple shipped 17 million iPhones, an annual increase of 21 per cent, but down nearly 3 million units from the second quarter of 2011 because of Apple’s new device announcement in October. Gartner believes Apple will bounce back in the fourth quarter because of its strongest ever pre-orders for the iPhone 4S in the first weekend after its announcement. Markets such as Brazil, Mexico, Russia and China are becoming more important to Apple, representing 16 per cent of overall sales and showing that the iPhone has a place in emerging markets, especially now that the 3GS and 4 have received price cuts.
The Android OS accounted for 52.5 per cent of smartphone sales to end users in the third quarter of 2011 (see Table 2), more than doubling its market share from the third quarter of 2010.

“Android benefited from more mass-market offerings, a weaker competitive environment and the lack of exciting new products on alternative operating systems such as Windows Phone 7 and RIM,” Ms Cozza said. “Apple’s iOS market share suffered from delayed purchases as consumers waited for the new iPhone. Continued pressure is impacting RIM’s performance, and its smartphone share reached its lowest point so far in the US market, where it dropped to 10 per cent.”

Table 2
Worldwide Smartphone Sales to End Users by Operating System in 3Q11 (Thousands of Units)
The Android OS accounted for 52.5 per cent of smartphone sales to end users in the third quarter of 2011 (see Table 2), more than doubling its market share from the third quarter of 2010.
“Android benefited from more mass-market offerings, a weaker competitive environment and the lack of exciting new products on alternative operating systems such as Windows Phone 7 and RIM,” Ms Cozza said. “Apple’s iOS market share suffered from delayed purchases as consumers waited for the new iPhone. Continued pressure is impacting RIM’s performance, and its smartphone share reached its lowest point so far in the US market, where it dropped to 10 per cent.”

Table 2
Worldwide Smartphone Sales to End Users by Operating System in 3Q11 (Thousands of Units)
“Android benefited from more mass-market offerings, a weaker competitive environment and the lack of exciting new products on alternative operating systems such as Windows Phone 7 and RIM,” Ms Cozza said. “Apple’s iOS market share suffered from delayed purchases as consumers waited for the new iPhone. Continued pressure is impacting RIM’s performance, and its smartphone share reached its lowest point so far in the US market, where it dropped to 10 per cent.”
Table 2
Worldwide Smartphone Sales to End Users by Operating System in 3Q11 (Thousands of Units)
Table 2
Worldwide Smartphone Sales to End Users by Operating System in 3Q11 (Thousands of Units)

Operating System

3Q11

Units

3Q11 Market Share (%)

3Q10

Units

3Q10 Market Share (%)

Android

60,490.4

52.5

20,544.0

25.3

Symbian

19,500.1

16.9

29,480.1

36.3

iOS

17,295.3

15.0

13,484.4

16.6

Research In Motion

12,701.1

11.0

12,508.3

15.4

Bada

2,478.5

2.2

920.6

1.1

Microsoft

1,701.9

1.5

2,203.9

2.7

Others

1,018.1

0.9

1,991.3

2.5

Total

115,185.4

100

81,132.6

100

Source: Gartner (November 2011)
More information is available in the Gartner report “Market Share: Mobile Communication Devices by Region and Country, 3Q11,” which is available on Gartner’s website at http://www.gartner.com/resId=1847315.

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More information is available in the Gartner report “Market Share: Mobile Communication Devices by Region and Country, 3Q11,” which is available on Gartner’s website at http://www.gartner.com/resId=1847315.