Apple (AAPL) and Samsung continue to soak up all the industry's profits, McCourt says. Apple claimed 87.4% of phone earnings before interest and taxes in the fourth quarter, he said.
Yesterday we posted a report titled "Apple's iPhone Success Points to a Bad Q4 for Samsung," wherein we stated that Apple's iPhone scored a hat trick of key online retail sales victories in December that likely contributed to the estimates for Samsung Electronics' fourth quarter operating profit being revised downward by more than a billion dollars US.
Mobile phone market hits 'the great moderation'
By PATRICK SEITZ
Posted 02/11/2014 03:12 PM ET
December 28, 2013
“Korean Press Shocked at Samsung's Galaxy S4 Sales Disaster”
According to a new report, "Samsung Group's electronics affiliates are engulfed in a shock ignited by the Galaxy S4. Many forecast that Samsung Electro-Mechanics, Samsung Display, and Samsung SDI are expected to report disappointing fourth-quarter performances, which would be even lower than their lower-than-expected third-quarter performances. Key factors behind their sluggish financial performances include the sluggish sales of Galaxy S4 which was expected to be sold more than 7 million units a month but its monthly sales fell to 3-4 million units in the fourth quarter."
Beginning January 17, 2014, China Mobile began selling the iPhone 5s and 5c. The pre-order numbers were estimated at just over 1 million. While not overly impressive, the key will be a rollout of 4G services throughout 2014. By the end of the year, the China wireless giant expects to complete the rollout of more than 500,000 4G base stations, which will cover more than 340 cities with 4G service.
With China Mobile building out a 4G network, the iPhone could become a huge seller, as users move beyond the low-end smartphones that probably worked decently on 3G or even 2G networks.
While Apple was supposedly losing out to Samsung and local Chinese providers like Xiaomi Inc., the company amazingly maintained a market share leadership in actual web usage.
While China is the third largest market for Apple revenue, the growth rate stalled out during 2013. The lack of a low-end phone from Apple and limited Internet speed led Chinese consumers to buy other smartphones. Interestingly, Cook called out those companies for focusing on making the most phones and not the best phones.
Business Insider provided a recent chart showing that the global mobile web browser market share was roughly that same 57%, even though Android has an 80% market share of smartphones sold.
It is almost mind boggling that Apple could generate a market leadership in actual Internet usage considering the lack of direct phone sales in China due to not having China Mobile as a customer.
The official launch of the Apple (AAPL) iPhone products with China Mobile (CHL) provided some interesting and surprising stats. China Mobile has long been coveted as a supplier for Apple considering it has the largest mobile user base in the world at around 750 million customers. Considering the lack of market share in China, it was shocking to hear Apple CEO Tim Cook discussing a 57% share of mobile browsing traffic in that country.
"Apple: One Incredible China Stat"
by Stone Fox Capital — Jan. 22, 2014 4:04 PM ET
Apple designs Macs, the best personal computers in the world, along with OS X, iLife, iWork and professional software. Apple leads the digital music revolution with its iPods and iTunes online store. Apple has reinvented the mobile phone with its revolutionary iPhone and App Store, and is defining the future of mobile media and computing devices with iPad.
“Teaching history was once a static timeline of events. In leveraging the entire educational ecosystem of iPad, creating my own iBooks Textbooks and iTunes U courses, and pulling in apps like History: Maps of the World, studying history has suddenly become a creative, dynamic and truly transformative experience for my pupils.”
“iPad is so much more than just a textbook or just a notepad for students—it’s a powerful educational tool, a study partner, a window into the past and a glimpse of the future,” said Sophie Post, fourth grade history teacher at UK’s Falkner House school.
iTunes U Course manager also gives teachers the ability to integrate their own documents as part of course curriculum, as well as content from the Internet, hundreds of thousands of books on the iBooks Store, over 750,000 materials from existing iTunes U collections, or any of the more than one million iOS apps available on the revolutionary App Store℠.
This free iOS app gives millions of learners access to the world’s largest online catalog of free educational content from top schools, leading universities and prominent institutions.