Top

Q1 2014: Apple's iPhone Mania Steadily Spreading Internationally

  • Apple announced its Jan-Mar quarter results for 2014 and while the results beat street expectations were inline with Counterpoint Research’s forecasts for the Q1 2014
  • Apple shipped a record 43.7 million iPhones during the quarter growing 17% annually and down 14% from the strong Dec quarter
  • Apple generated $26 billion of revenues by shipping these iPhones globally expanding distribution reach at key carriers globally. e.g. China Mobile. Revenues grew an impressive 14% YoY
  • Demand for Apple iPhone 5s remained healthy across subsidized markets during the quarter
  • Apple was successful in flushing out accumulated iPhone 5c inventory during the quarter running aggressive promotions in markets such as USA and Europe
  • However, there was a surprise uptick in demand for iPhone 4/4S across some emerging markets such as India, China and Latin America. Call it a “halo effect”
  • However this pulled down iPhone ASP to US$596  from US$613 in the same period last year
  • The iPhone shipments mix shifting towards higher growth international markets is a good sign for Apple as Apple has peaked out it share across its home market and few European developed markets with this portfolio
  • Counterpoint Market Pulse research estimates Apple continued to dominate the US$400+ premium phones segment during the quarter capturing a lion 60% share. We can call this is an “Apple Tier”

Q1 2014 - Premium Handset Segment - Apple Dominates

  • Apple sold 16.4 million iPads during the quarter down 16% annually which portrays tough competition in tablet space from Asian OEMs and fast-growing  phablet categories which will spark a need for Apple to launch a bigger screen iPhone SKU later this year
  • Another interesting thing about Q1 results were Apple generated three times more revenues through Accessories than iPod segment.  Smartphones & OTT streaming music services are eating mp3 players
  • Counterpoint also estimates, iTunes, services and software segment revenues will overtake Mac revenues later this year which signifies growing importance of scalable software and services trumping even premium hardware especially in this post-pc era
Neil is a sought-after frequently-quoted Industry Analyst with a wide spectrum of rich multifunctional experience. He is a knowledgeable, adept, and accomplished strategist. In the last 18 years he has offered expert strategic advice that has been highly regarded across different industries especially in telecom. Prior to Counterpoint, Neil worked at Strategy Analytics as a Senior Analyst (Telecom). Neil also had an opportunity to work with Philips Electronics in multiple roles. He is also an IEEE Certified Wireless Professional with a Master of Science (Telecommunications & Business) from the University of Maryland, College Park, USA.

Term of Use and Privacy Policy

Counterpoint Technology Market Research Limited

Registration

In order to access Counterpoint Technology Market Research Limited (Company or We hereafter) Web sites, you may be asked to complete a registration form. You are required to provide contact information which is used to enhance the user experience and determine whether you are a paid subscriber or not.
Personal Information When you register on we ask you for personal information. We use this information to provide you with the best advice and highest-quality service as well as with offers that we think are relevant to you. We may also contact you regarding a Web site problem or other customer service-related issues. We do not sell, share or rent personal information about you collected on Company Web sites.

How to unsubscribe and Termination

You may request to terminate your account or unsubscribe to any email subscriptions or mailing lists at any time. In accessing and using this Website, User agrees to comply with all applicable laws and agrees not to take any action that would compromise the security or viability of this Website. The Company may terminate User’s access to this Website at any time for any reason. The terms hereunder regarding Accuracy of Information and Third Party Rights shall survive termination.

Website Content and Copyright

This Website is the property of Counterpoint and is protected by international copyright law and conventions. We grant users the right to access and use the Website, so long as such use is for internal information purposes, and User does not alter, copy, disseminate, redistribute or republish any content or feature of this Website. User acknowledges that access to and use of this Website is subject to these TERMS OF USE and any expanded access or use must be approved in writing by the Company.
– Passwords are for user’s individual use
– Passwords may not be shared with others
– Users may not store documents in shared folders.
– Users may not redistribute documents to non-users unless otherwise stated in their contract terms.

Changes or Updates to the Website

The Company reserves the right to change, update or discontinue any aspect of this Website at any time without notice. Your continued use of the Website after any such change constitutes your agreement to these TERMS OF USE, as modified.
Accuracy of Information: While the information contained on this Website has been obtained from sources believed to be reliable, We disclaims all warranties as to the accuracy, completeness or adequacy of such information. User assumes sole responsibility for the use it makes of this Website to achieve his/her intended results.

Third Party Links: This Website may contain links to other third party websites, which are provided as additional resources for the convenience of Users. We do not endorse, sponsor or accept any responsibility for these third party websites, User agrees to direct any concerns relating to these third party websites to the relevant website administrator.

Cookies and Tracking

We may monitor how you use our Web sites. It is used solely for purposes of enabling us to provide you with a personalized Web site experience.
This data may also be used in the aggregate, to identify appropriate product offerings and subscription plans.
Cookies may be set in order to identify you and determine your access privileges. Cookies are simply identifiers. You have the ability to delete cookie files from your hard disk drive.