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Apple shipped 90.1M iPhones in Q4 to oust Samsung as world's top smartphone vendor, report says

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Apple shipped an estimated 90.1 million iPhones during the last three months of 2020, according to research firm IDC, catapulting the tech giant far ahead of longtime rival Samsung.

Data from IDC's Worldwide Quarterly Mobile Phone Tracker points to a record quarter for Apple, with 90.1 million iPhones shipped for a 23.4% share of the global market. That figure is up a massive 22.2% year-over-year and represents the highest quarterly shipment volume since IDC began tracking smartphone metrics.

"There are a lot of elements at play that are fueling the smartphone market recovery - pent-up demand, continued supply push on 5G, aggressive promotions, and the popularity of low to mid-priced phones," said Nabila Popal, research director with IDC's Worldwide Mobile Device Trackers.

Apple CEO Tim Cook offered a similar take on iPhone performance during a quarterly investor conference call on Wednesday, saying iPhone 12 helped drive massive earnings of $111.4 billion for the company's first fiscal period of 2021. China, for example, exhibited pent-up demand for a 5G iPhone, while all regions reporting sales growth on the back of record upgrades led by "Pro" models.

According to Apple, iPhone's installed user base now sits at more than one billion people.

Apple's massive gains are impressive considering the company dropped to fourth place in global smartphone marketshare last quarter.

Previous No. 1, Samsung, dropped to second place on 73.9 million units shipped and a 19.1% marketshare, IDC says. The South Korean firm eked out growth of 6.2% year-over-year, but was unable to keep pace with Apple, Xiaomi and Oppo. According to a fourth quarter disclosure, Samsung's mobile business contracted 11% due to "intensified competition in the year-end season" and higher marketing costs, reports CNET.

Xiaomi retained its position in third with 43.3 million smartphones shipped for an 11.2% share of the market, up 32% from the same time last year. Oppo also gained ground with 33.8 million shipments for an 8.8% slice of the pie. Huawei suffered a precipitous fall during quarter four to end the period in fifth place with 32.3 million units shipped, down 42.4% from 2019.

It should be noted that firms like IDC do not have insight into Apple's supply or retail chains and provide estimates based on independent research. The methodology, and more importantly results, of market research firms have been brought into question in the past, with Apple executives dismissing the data as largely incorrect.

Overall, the smartphone market is healing after fallout from the coronavirus pandemic stunted both manufacturing and sales. IDC sees 4.3% year-over-year growth for the sector, in line with typical market seasonality.



12 Comments

ericthehalfbee 13 Years · 4489 comments

Silly to compare total phones shipped when Samsung sells mostly low-end devices (under $200).

Less than 25% of Samsung sakes are comparable models to an iPhone. So it’s really more like 90 million vs 19 million.

Rayz2016 8 Years · 6957 comments

Sorry. 

IDC hasn’t a clue. 

Don’t pay attention to their incessant analytical farting, no matter which way the gas is blowing. 

chasm 10 Years · 3624 comments

The actual figure is in.

IDC says iPhone sales were up 22.2 percent; it turns out it was actually 17 percent.

IDC claimed Apple shipped 90M iPhones, but sell-through numbers would suggest that it was quite a bit lower. There is a difference between shipped and sell-through, but Maestri mentioned during the call that they had REDUCED iPhone inventory on some models (coughIPHONE12MINIcough) and had constraints on others, and Apple has traditionally tracked shipped and sell-through very closely, unlike some other brands that engage in channel-stuffing.

So no, Apple most likely did not overtake Samsung in shipping overall. Samsung continues to do very well with low and mid-range phones in numbers that would make Cook's jaw drop, largely in markets where Apple doesn't do as well.

In short, IDC (and Gartner) make up their numbers, are consistently and provably wrong, and anyone paying attention to their numbers (much less paying for their "service") is a fool.

lkrupp 19 Years · 10521 comments

And remember, the vast majority of Samsung’s 73.9 million units were cheap, low-end phones. But, like Rayz2016 pointed out, IDC is the last place to get accurate information about Apple. 

mike1 10 Years · 3437 comments

chasm said:
The actual figure is in.

So no, Apple most likely did not overtake Samsung in shipping overall. Samsung continues to do very well with low and mid-range phones in numbers that would make Cook's jaw drop, largely in markets where Apple doesn't do as well.


Can't equivocate sales with "doing very well". Samsung has been making low-end phones for years yet consistently makes no profit from them.