Apple’s AirPods Business Is Bigger Than You Think

What is clear is that Apple is crushing the competition with AirPods. Last year, it accounted for 60% of the global wireless earbuds market, easily surpassing Jabra's Elite Active 65t, which had a 10% share, according to Counterpoint Research. Read more

Apple Q3 FY19: iPhone Revenues Down 12%, But Wearables and Services Bridge the Gap

Apple reported its  Q3 FY19 result. The company’s fiscal calendar runs from October to September. Historically, Q3 of its fiscal year rarely has extreme deviations from normal Apple cyclic trends, but a lot of eyes were on this quarter’s earnings because there were numerous pending headwinds: US-China trade war, lack of 5G hardware and foreign exchange.   iPhone Revenue Contribution Below…

OnePlus Widens Lead over Apple and Samsung with OnePlus 7 Launch in the Indian Premium Segment in Q2 2019

Smartphone shipments in the premium segment (≥₹30,000 or roughly ≥US$430) grew an impressive 33% annually in India way above the single-digit overall smartphone shipment growth during Q2 2019. This growth was mainly driven by new flagship launches from OnePlus in terms of OnePlus 7 series, price cuts from Apple for its iPhone XR and aggressive promotions from Samsung for Galaxy S10 series. Second…

Apple To Persist With In-House Modem Efforts, Acquires Intel’s Assets for $1 Billion

Apple is the most vertically integrated technology company. However, 60% of Apple's revenues come from cellular-based devices (e.g.iPhones, cellular iPads, cellular Apple Watch) and this proportion will increase in future with the expansion and penetration of cellular-based offerings. This makes it super-important for Apple to have more control over the technology. Developing in-house reduces its…

Huawei Beats Apple to top China’s Premium Phone Market for the First Time in Q1 2019

Apple still maintains its global leadership of the premium phone market despite losing some steam in China, the world’s largest market. Recent data by Counterpoint Research shows Apple no longer control the premium phone segment in China. The data also shows that Huawei is the biggest beneficiary of Apple’s slump in China. Huawei has emerged as the king of premium phones in China, ahead of Apple…

Premium Smartphone Market Collapses 8% in Q1 2019, After Apple Shipments Drop 20%

Apple’s declining shipments has pulled down the global smartphone premium segment. Data from Counterpoint Research’s Market Monitor Service for Q1 2019, shows that Apple’s shipments fell 20% year-on-year in Q1 2019, resulting in an 8%  YoY decline for the global premium* segment. However, as Apple is losing ground, Samsung is gaining share. During the quarter, Samsung ended up with one-fourth of…

Better Buy: Apple vs. Google

The case against Apple Apple is definitely not a monopoly. In Q4 2018, Apple only had about a 17% global smartphone market share, according to Counterpoint Research. The issue with Apple appears to be its App Store, for which Apple takes a 30% cut of revenue from developers. Read more

Key Apple Suppliers Suffer Big Profit Drop as iPhone Woes Bite

Apple -- the biggest client of both Foxconn and Pegatron -- recorded the first-ever shipment decline for its iconic iPhones in 2018. It once again lost its position as the second-biggest smartphone in the world to Chinese rival Huawei Technologies in the January-to-March quarter, according to Counterpoint Research. While iPhone shipments dropped 20% on the year, shipments of Huawei phones rose by…

Global Smartwatch Shipments Grew 48%YoY in Q1 2019 with One in Three Being an Apple Watch

Top nine brands contribute to 75% of the market shipment. Samsung, Fitbit, and Huawei grew exponentially in Q1 2019 Seoul, Hong Kong, New Delhi, Beijing, London, Buenos Aires, San Diego May 2nd, 2019 Global smartwatch shipments grew a healthy rate of 48% year-on-year (YoY) in Q1 2019 driven by Apple, Samsung, Fitbit, and Huawei, according to the latest research from Counterpoint’s Global…

Smartwatch Shipments Up 48%: Apple 36%, Samsung 11%, Imoo 9%, Fitbit 5.5% Of Market

Smartwatch shipments jumped a very healthy 48 percent year over year in the first quarter of 2019, according to a new Counterpoint research note. Interestingly, the top nine brands account for 75 percent of the market. “The heart rate sensor for health monitoring, GPS and pedometer sensors for fitness, and NFC embedded for payment are some of the key integrated technologies," says Counterpoint…

Quick Takes from Apple’s Q2 FY19 Earnings Call

With waning iPhone sales and increasing revenues from services and wearables, here are three short takes on Apple's Q2 FY19 earnings call: iPhone sales continue to see a decline. Apple has seen a 20% year-on-year (YoY) decrease in sales, mainly driven by a weak Chinese market. However, the company claims to have lessened this impact compared to Q1 FY19 through implementing price adjustments…

The 6 Key Questions Answered from the Apple-Qualcomm Settlement

What did Apple and Qualcomm agree on? Apple will pay Qualcomm a one-time lump sum amount. The number was not made public, but Qualcomm noted there will be $2.00 per share additional earnings for the year (as products ramp). It is a sizeable payment as Apple and its contract manufacturers have not paid Qualcomm for two years during this running dispute. The companies also agreed upon a…

Apple iPhone XR Was the Top-Selling Smartphone in the US during February

Counterpoint’s US smartphone churn tracker shows 20% of Apple iPhone XR users were previously using an iPhone 7 The iPhone XR also converted the most Android users among iPhones, the majority being previous Samsung Galaxy S7 users    San Diego, Buenos Aires, London, New Delhi, Hong Kong, Beijing, Seoul April 17, 2019 The iPhone XR was Apple’s best-selling smartphone in February, according to…

Counterpoint: Apple Dominates Premium Smartphone Market, OnePlus Enters Top 5

Apple sold the most premium ($400 and up) smartphones in 2018 according to new Counterpoint Research data. A new entrant - OnePlus cracked the prestigious rankings for the first time in its brief history. Overall, the premium segment grew by 14% year on year, despite the slumping global smartphone market which saw a 3% decline. Read more

Apple Maintains Lead in Premium Smartphone Segment, OnePlus Enters Top Five Brands for the First Time in 2018

Apple continues to lead global premium smartphone segment by capturing more than half of the market while OnePlus entered the top five brands in the premium segment for the first time ever in 2018 as competition intensified in the global premium smartphone segment**. The segment grew faster than the global smartphone market, according to Counterpoint Research’s Market Monitor 2018 service. The…

Apple AirPods Are Still the Best-Selling True Wireless Earbuds

If you can barely even recall the days when people mocked the AirPods because they look just like their wired brethren, we don't blame you. They've shot up in popularity over the past couple of years, and according to new findings by Counterpoint Research, they're still the dominant true wireless earbuds available despite a couple shifts in the market. According to Counterpoint's estimates, 12.5…

Apple Unveils its Bouquet of Services

For a while now, innovation in Apple’s iPhones have been nothing more than incremental to the naked eye. Yes, every year iPhones get faster, bigger and pack more computing power. But it has been a while since an iPhone launch has wowed customers. Apple understands the trend of declining iPhone sales is not a one-off phenomenon. Over the last several quarters, the OEM has recognized the need to…