Telecom Lead India: Samsung is leading smart connected device market – PCs, tablets, and smartphones – with 21.8 percent share in Q3 2012.
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Apple is in second in shipments. Apple’s share is 15.1 percent. But it is leading all vendors in value with $34.1 billion in Q3.
Lenovo has a market share of 7 percent.
HP’s market share in smart connected devices market is 4.6 percent.
Sony has 3.6 percent share.
Samsung, Apple, and Lenovo have grown share over the past year.
HP has dropped its share from 7.4 percent in 3Q11 to 4.6 percent in 3Q12 with shipments declining -20.5 percent during that time.
Ryan Reith, program manager, Worldwide Mobile Device Trackers at IDC. “Apple and Samsung compete at the top of the tablet and smartphone markets. However, the difference in their collective ASPs is a telling sign of different market approaches. The fact that Apple’s ASP is $310 higher than Samsung’s with just over 20 million fewer shipments in the quarter speaks volumes about the premium product line that Apple sells.”
IDC said the worldwide smart connected device market grew 27.1 percent year-over-year in the third quarter of 2012 reaching 303.6 million shipments valued at $140.4 billion dollars.
Expectations for the holiday season quarter are that shipments will continue to reach record levels rising 19.2 percent over 3Q12 and 26.5 percent over the same quarter a year ago.
In Q4, shipments are expected to reach 362.0 million units with a market value of $169.2 billion dollars.
Holiday season growth will be driven by tablets and smartphones, which are expected to grow 55.8 percent and 39.5 percent year-over-year respectfully, while PCs are expected to decline slightly from this quarter a year ago.
IDC expects the worldwide smart connected device space will continue to surge well past the strong holiday quarter and predicts shipments to surpass 2.1 billion units in 2016 with a market value of $796.7 billion worldwide.
In 2011, PC’s – a combination of desktop and portable PCs – accounted for 39.1 percent of the smart connected device market. By 2016 it is expected to drop to 19.9 percent. Smartphones will be the preferred product category with share growing from 53.1 percent in 2011 to 66.7 percent in 2016. Tablets will also grow significantly with share growing from 7.7 percent in 2011 to 13.4 percent in 2016. The shift in demand from the more expensive PC category to more reasonably priced smartphones and tablets will drive the collective market ASP from $534 in 2011 to $378 in 2016.
Top 5 Smart Connected Device Vendors, Shipments, and Market Share, Q3 2012 | |||||||||||||||
(shipments in millions) | |||||||||||||||
Vendor | 3Q12 Unit Shipments |
3Q12 Market Share |
3Q11 Unit Shipments |
3Q11 Market Share |
3Q12/3Q11 Growth |
||||||||||
Samsung | 66.1 | 21.8 percent | 33.5 | 14.0 percent | 97.5 percent | ||||||||||
Apple | 45.8 | 15.1 percent | 33.1 | 13.9 percent | 38.3 percent | ||||||||||
Lenovo | 21.1 | 7.0 percent | 13.2 | 5.5 percent | 60.0 percent | ||||||||||
HP | 14.0 | 4.6 percent | 17.6 | 7.4 percent | -20.5 percent | ||||||||||
Sony | 11.0 | 3.6 percent | 8.7 | 3.7 percent | 25.4 percent | ||||||||||
Other | 145.6 | 48.0 percent | 132.7 | 55.6 percent | 9.7 percent | ||||||||||
Total | 303.6 | 100.0 percent | 238.9 | 100.0 percent | 27.1 percent | ||||||||||
Source: IDC Worldwide Quarterly Smart Connected Device Tracker, December 10, 2012. | |||||||||||||||
Smart Connected Device Market by Product Category, Shipments, Market Share, 2012-1016 | |||||||||||||||
(shipments in millions) | |||||||||||||||
Product Category |
2016 Unit Shipments |
2016 Market Share |
2012 Unit Shipments |
2012 Market Share |
2016/2012 Growth |
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Desktop PC | 151.0 | 7.2 percent | 149.2 | 12.5 percent | 1.2 percent | ||||||||||
Portable PC | 268.8 | 12.8 percent | 205.1 | 17.2 percent | 31.1 percent | ||||||||||
Smartphone | 1405.3 | 66.7 percent | 717.5 | 60.1 percent | 95.9 percent | ||||||||||
Tablet | 282.7 | 13.4 percent | 122.3 | 10.2 percent | 131.2 percent | ||||||||||
Total | 2107.8 | 100.0 percent | 1194.0 | 100.0 percent | 76.5 percent | ||||||||||
Source: IDC Worldwide Quarterly Smart Connected Device Tracker, December 10, 2012. | |||||||||||||||
editor@telecomlead.com
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