TORONTO -- Apple and Samsung hold a combined unit market share of 47.6% for smartphones, yet earn 99% of industry operating profits.
According to Canaccord Genuity technology analyst Michael Walkley, the two firms' combined share will inch up to 52% by 2012.
Walkley expects a robust second half of 2012, thanks to the ramp of the Samsung Galaxy S III smartphone and HTC One series coupled with an expected iPhone 5 in October. "We anticipate more H2-weighted 2012 smartphone sales than normal seasonal trends," he said.
Table 1. Apple and Samsung Smartphone Unit Sales Forecast, 2012-2013
|
2Q12E |
3Q12E |
4Q12E |
2012E |
2013E |
Apple unit sales (millions) |
27.0 |
24.0 |
50.0 |
136.1 |
204.1 |
ApplemMarket share |
17.00% |
14.10% |
22.30% |
19.20% |
21.00% |
Samsung unit sales* (millions) |
49.3 |
55.5 |
66.6 |
215.9 |
304.4 |
Samsung market share |
31.10% |
32.50% |
29.70% |
30.50% |
31.30% |
Total market share |
48.1% |
46.6% |
52% |
49.7% |
52.3% |
*Includes Smartphones and Feature Phones Sources: Company reports, Gartner, Canaccord Genuity estimates |
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