Apple will "maintain both market and profit share leadership" in mobile devices during 2011, claims Canaccord Genuity analyst Michael Walkley. The statement is founded on "continued strong sell-through trends for the iPad and iPhone," including a series of bulletpoint facts. During the third quarter of the year, for instance, Apple is said to have had 47 percent of industry profits for mobile devices and tablets; the next closest competitor was RIM at 18 percent. RIM has yet to launch its own tablet, the PlayBook.
Walkley has raised his iPad sales forecast for the fourth quarter from 5 million to 6.3 million. Apple's tablet market share for the whole of 2010 is expected to be 75 percent; looking ahead to 2011 though, this share is forecast to slip to 50 percent. The company is already competing with the Samsung Galaxy Tab, and aside from RIM, Apple will also have to deal with tablets from the likes of LG and Motorola.
The iPhone has a slight dominance in US smartphone marketshare -- not profits -- at 27.9 percent, beating RIM by just half a point. The iPhone platform is more marginal globally, behind Nokia's Symbian and Google's Android. Apple's influence stems mainly from early rapid growth of the iPhone, and the high profit margins it claims on each device.
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