Due to the seasonal upswing of iOS sales we expect Windows Phone to take a battering in Q4 2013, but surprisingly so far sales of the OS has held up surprisingly well in the latest Kantar Comtech numbers, of which we now have an early preview.
In UK Windows Phone has approximately 10.6% in the 3 months ending November, vs 11.9% for the 3 months ending October.
In Germany sales have held steady at 5.6%, while surprisingly in Italy Windows Phone has continued to outsell iOS, with 15.6% of sales, vs 10.6% for iOS over the same period.
In USA Windows phone held steady at around 4.6% while it slid in China to 2.6%.
We can expect to see the full and slightly more accurate numbers on the 3rd January 2014. See last month’s full numbers here.
The IDC has released some market share figures for India from Q3 2013.
The country’s small smartphone market grew by 229% Year on Year with a total of 12.8 million smartphones shipped.
The number also represents a 28% increase compared to Q2 2013.
Nokia has managed to maintain its share of the smartphone market from Q2 2013, when it also held 5%, or around 640,000 handsets sold, meaning its volume of sales has increased by the same proportion.
Despite the lack of growth the Indian market has shown some sign of evolution, with large international brands becoming more dominant, taking 30% of the smartphone market vs cheap local vendors such as Micromax and Karbonn.
"The growth in the smartphone market continues to drive the overall growth numbers for the phone market – given that there’s still a huge potential for smartphone penetration in India, this trend is expected to continue in the coming quarters", said Manasi Yadav, Senior Market Analyst with IDC India.
On Nokia (and by extension Windows Phone) the IDC said:
The Lumia range of devices continued to show a growth trajectory in 3Q2013 and garnered close to 5% market share – the trend is expected to continue with greater support from Microsoft in the coming quarters. The third quarter of 2013 saw a few notable launches like the Lumia 625 and Lumia 925 which have
been able to generate positive interest from consumers and developers alike.
Read the full reports here.
Kantar has now released the full set of numbers for the 3 months ending October, and despite the arrival of the iPhone in late September in many markets the numbers generally read as pretty good for Windows Phone.
The OS has hit new highs in Italy, France, UK and Spain, hitting a record 16.1% of the Italian smartphone market, and soundly outselling the iPhone there which had only 10.1%. Of note however is that the new iPhone only hit Italy on the 25th October, which likely depressed its sales.
In UK the OS hit 11.9%, and in France a record 12.5%, double its market share from last year, and a mere 3.4% from iOS’s share over the same period. Of note is that the same excuse does not apply there, as the iPhone 5S was released there on the 20th September.
Windows Phone also seems to have finally gained some traction in Spain, where it hit 4.3% of the market, the same as iOS. There was also some improvement from the recent dismal numbers in China, where its now 3.5% of the market, compared to 2.5% last month. USA has also rebounded somewhat, and the OS has now hit 4.8% of the market there.
Germany was one market where Windows Phone share was down unexpectedly, from 8.5% last month to 6.3% in October, but given the German market’s preference for high end handsets it may be that they are waiting for the Nokia Lumia 1520.
In EU5 Windows Phone now has 10.2% share of the smartphone market, only 5.6% shy of iOS’s 15.8%, and given the iPhone’s surprisingly poor showing so far this holiday season, and Windows Phone’s unexpected resilience, I suspect we will see the Windows Phone overtake iOS in EU sooner than we expected.
See the full numbers after the break.
Market research company Kantar Wordpanel has released some smartphone market share figures for the 3 months ending October 2013, and as has become the pattern it reads as pretty good news for Windows Phone and increasingly bad news for iOS.
While in the US and Japan the new iPhone was well received, taking 76.1% of sales in Japan and 52.8% of sales in USA, in EU5 the launch hardly moved the needle, going from 14.6% in September to 15.8% in the 3 months ending October 2013, which includes around 40 days of iPhone 5s and 5c sales. The number is also drastically down from 21.2% last year in the same period.
“Apple’s share of the market still remains lower than when the iPhone 5 was released, although this is not wholly unexpected, as shoppers tend to react more positively to ‘full’ releases than incremental improvements such as the 5s and 5c,” said Dominic Sunnebo, strategic insight director, Kantar Worldpanel ComTech.
Windows Phone on the other hand officially edged over the the 10% mark to settle at 10.2%, and doubled its market share from a year ago, when it was only 4.7%.
In EU most of Windows Phone sales were from the lower end, with Sunnebo saying:
IDC: For the second quarter in a row Windows Phone outsells the iPhone on a whole continent, and its not Antarctica
A few months ago it was revealed that Windows Phone overtook the iPhone in shipments to Latin America in Q2 2013. Now the IDC has revealed in their Mobile Tracker report for Q3 2013 that the operating system has been able to maintain and even grow its lead, growing shipments by 20% since Q2 2013.
According to IDC, Windows Phone is in second place in terms of the operating system’s presence in Chile, Colombia, Peru, Mexico and the region, highlighting the increase in popularity of the operating system among consumers. In Chile, growth over the previous quarter was 50%, the highest among its major competitors.
“Delivering smartphones with full features in low cost devices has been a major success of Windows Phone, showing their understanding of Latin America market. There are users that have just begun their journey in the smartphones world and low range devices like the Nokia Lumia 520, offer a complete experience for the user.”, said Oliver Flores, Regional Manager for Mobile Phones at IDC Latin America. “The variety of devices available in Latin America is a decisive factor in ensuring this trend continues over the coming months," he added.
"We have maintained our goal to continue positioning Windows Phone as the most personal and ideal platform for consumers and businesses. We maintain our N2 position in the region and in markets such as Mexico, Colombia, Peru, and now Chile, demonstrating we’re on the right track," Liliana González, Director of the Windows Phone Division for Latin America, said. "There is no doubt about the opportunity for Windows Phone in Latin America, which shows that consumers are increasingly looking for more personal smartphones. Developers have started building more and more applications for Windows Phone, and companies are considering us as their choice for mobile workers," she added.
The news underline the weakness of the iOS operating system, which is increasingly concentrated in a few English-speaking countries such as USA and UK, and with the exception of those countries may be losing their second place position very rapidly.
Have our readers from the region noticed this immense growth themselves? Let us know below.
Analyst company IC Insights has revealed in its 2014 edition of IC Market Drivers report that it believes Nokia will ship 34 millions smartphones in 2013.
Using some clever maths (ie subtracting the number of shipments Nokia has already confirmed for Q1, Q2 and Q3), NokiaPowerUser was able to deduce that the analyst expects Nokia to sell 11.7 million Lumias in Q4, for a 33% growth from the 8.8 million in Q3 2013.
The target is somewhat steep, but then it will be the holiday season, which in theory should automatically guarantee a bumper quarter. Nokia is expected to have two new handsets on sale over the season, the Nokia Lumia 525 and the Nokia Lumia 1520, and the Nokia Lumia 925, 1020 and 520 should hit new low price points, which should also help.
Do our readers think Nokia can sell that many handsets during the holidays? Let us know below.
Even though Nokia Lumia Windows Phone devices sales were on a sequential growth quarter over quarter since its launch, sales in the US continued to lag behind both in terms of growth rate and volume despite heavy investment from Microsoft and Nokia. Seems like things are changing finally, Nokia’s device sales in the US which mainly consists of Lumia devices saw a growth of 367% YoY.
Nokia sold over 1.4 million Lumia units in the US compared to 0.3 million in the same quarter year ago and 0.5 million in the same Q2 2013. I guess the sales spike was mainly due the AT&T’s Nokia Lumia 520 Go Phone, T-Mobile’s Lumia 521 and partially by AT&T’s Nokia Lumia 1020.
On a year-on-year basis, net sales decreased in all regions, except for North America. The largest year-on-year decline in net sales was in Middle East & Africa, followed by Asia-Pacific, Latin America, Europe and Greater China. In Middle East & Africa, Asia Pacific, Latin America, Europe and Greater China the year-on-year net sales declines were primarily due to lower sales in our Mobile Phones business unit. In North America, the year-on-year sales increase was primarily due to our Smart Devices business unit.
On a sequential basis, net sales increased in all regions except Latin America and Greater China. The largest sequential increase in net sales was in North America, followed by Asia-Pacific, Europe, and Middle East & Africa. In North America and Middle East & Africa, the sequential increases were primarily due to higher sales in our Smart Devices business. In Asia-Pacific and Europe the sequential sales increases were primarily due to higher sales in our Mobile Phones business. In Latin America the sequential sales decrease was primarily due to lower sales in our Mobile Phones business unit. In Greater China the sequential decrease was primarily due to lower sales in our Smart Devices business unit.
With the upcoming launch of Nokia Lumia 1520 and Nokia Lumia 929, sales should go up from this point with a increase in ASP. What do you think?
According to WSJ, Nokia had a decent sales numbers for Lumia Windows Phone devices in the June through September quarter. It reported that Nokia sold at least eight million Lumias devices up from 7.4 million in the second quarter of this year. And this number is almost double that of the numbers from last year. I’m not much surprised with this number, since low end Lumia devices like Lumia 520 and Lumia 625 are selling in volumes across the world. Also, the real numbers should be definitely more than this 8 million number. When you compare the numbers with last quarter, you might not be impressed. But, you must be aware of the fact that the sales actually dropped from Q2 to Q3 in 2012 in contrast to this year’s sales growth from Q2 to Q3.
Since Nokia and Microsoft has managed to pull some good numbers on the lower side of the market, I expect both of them to execute the same way for the higher end of the market. Nokia is set to unveil their first phablet device Lumia 1520 with 6-inch display and Snapdragon 800 processor tomorrow. Lumia 1520 along with couple new mid-range Lumia devices should further increase the sales of Lumias in the coming quarters. What do you think?
We can count (briefly) China as one of the list of countries where Windows Phone has been outselling the iPhone, if we believe analyst Counterpoint Research, who released some figures regarding what is likely the biggest smartphone market in the world.
According to the company 30 million smartphones were sold in August alone there, mostly low-end Android devices which took 96% of the market.
While Samsung was the biggest seller, it only managed 15% of the market, due to strong competition from local companies like Lenovo, Huawei, Coolpad, Xiaomi, and ZTE.
The other 4% was shared by Apple and Windows Phone, with Nokia surpassing Apple and iOS due to the very successful Nokia Lumia 520. The release of the new iPhone 5s and 5c range is however likely to reverse this (hopefully temporarily).
The premium smartphone market has been shrinking in China, with operators moving subsidies to low-end and mid-range devices, with the real volume growth in the sub-$200 category. 91% of handsets sold are now smartphones, showing that the replacement of the feature phone market is nearly complete.
Nokia has previously said China is their biggest market for Lumia handsets. Hopefully their new range of Windows Phones to be announced later this month will continue to find favour in the region, and make iOS’s resurgence shot-lived.
Normally Kantar numbers only gives us an idea of regional performance of Windows Phone, with the OS doing very well in some areas and rather poorly in others.
TechCrunch however managed to wheedle some global numbers from the company, at least on a company basis, and it assigns Nokia 4.3% worldwide market share.
September numbers would of course give us a better idea of the full Q3 quarter, but given that 7.4 million Windows Phone sales to end users in Q2 gave Windows Phone 3.3% global share, according to Gartner, if the market remains flat 4.3% should be around 9.5 million, and plus a few hundred thousand more by HTC, Huawei and Samsung should push Windows Phone over the 10 million mark.
The number would also be consistent with the 27% growth Windows Phone had from Q1 to Q2, suggesting it is about right.
Of course the numbers are likely to shift some more when September is included and June excluded, but I think the good news is that the momentum is still there globally, despite the tepid reception of Nokia’s higher end Windows Phones by the market.
See the regional numbers by manufacturer after the break.
According to the IDC in Q2 2013 Windows Phone had a greater share than iOS in the region – 6.9% vs 5.8%.
According to market research firm Gfk Nokia Lumia handsets grew from 6% to 12% of the Lithuanian smartphone market since the beginning of the year, significantly outselling the iPhone.
Nokia representatives estimate Lumia handsets outsell the iPhone 3:1 in that region.
” We estimate that by the end of the year Lithuania has to be about 100 thousand Nokia Lumia users,” a Nokia’s sales representative said.
“The growing Windows Phone user base shows the potential of the system . This should draw the attention of application makers -while the Windows Phone store competition is relatively small, it is best to start programming right now – early developers always have higher chances to create a success story . As a first steps programmers are welcome to go at to next week’s AppCamp App Workshop ” – said AppCamp CEO Tom Martuni .
Via Ekonomika.lt, thanks Domantas for the tip.
The IDC has released some more data from the Asia-Pacific region in Q2, this time for Taiwan.
They note as is common in the region Google is overwhelmingly dominant, owning 97% of the 2.1 million handset market.
For the rest, Windows Phone managed to beat the iPhone into second place, taking 2%, presumable leaving the iPhone with less than 1% of the market.
The reason for the poor performance by both operating systems may be a peculiarity of the Taiwanese market. 37% of all handsets sold in Q2 had screens bigger than 5 inches, a trend worldwide, but a 13% increase over Q1, showing extremely strong adoption of this form factor. 93% of handsets sold had screens more than 4 inches. Worldwide only 18% of smartphones had screen size bigger than 5 inches.
The trend may explain Nokia’s move itself to larger screen handsets, even for their low-end devices.
While the numbers in Taiwan is nothing to shout about, it is still of note than Windows Phone is much more responsive to the market trends than Apple, suggesting Apple, except for their dominant home market, Apple may soon find itself worldwide in the 3rd spot.
We have seen the IDC trickling out regional data over the last few weeks, and today it is India’s turn.
The IDC revealed that Windows Phone has taken 5.6% market share in India, largely on the strength of Nokia’s smartphones, which had 5% of the market.
This was enough to overtake Blackberry and iOS, but of course still a distant second to the dominant Android mobile OS.
The Nokia Lumia 520 in particular was one of the main drivers for Windows Phone, being less than 10,000 INR, the sweet spot in which 67% of Indian smartphones are sold.
“Windows Phone powered Nokia Lumia devices have achieved a striking growth in their volumes within a very short time since their launch in India. With new Windows Phone devices getting launched at short intervals, we expect them to continue on this growth trajectory,” said Manasi Yadav, Senior Market Analyst, Client Devices, IDC India.
Microsoft in particular was pleased.
“Less than ten months back, when we launched Windows Phone 8 in India, we had set ourselves the goal of being the second most widely used smartphone platform in India, and we are excited to have achieved this milestone so quickly,” said Vineet Durani, Director – Windows Phone Business Group, Microsoft Corporation India.
It will remain to be seen if Windows Phone can grow from a niche second, like Mac OS on the desktop, to a strong contender, but it is certain, after Microsoft’s purchase of Nokia’s handset division, that the company will be throwing a lot of resources into the fight to make that possible.
The very first Windows Phone handset sold (above) was sold in New Zealand on the 21st October 2011. It seems it has taken that long for the OS to finally start gaining traction on the island nation.
Speaking at TechEd 2013 Microsoft New Zealand General Manager Paul Muckleston revealed some internal market share data for the country.
"Windows Phone for our previous financial year ending June 2012 was 2 per cent of the market," Muckleston said. "For the full 12 months ending June 30 this year, it was 4.5 per cent. In the quarter that ended June 30, it was 8.5 per cent, in July it was 15 per cent, in the last 12 months we have got another 9 per cent share."
He put the growth down mainly to Nokia’s colourful Lumia handsets.
"Windows Phone is tracking at around 10 per cent share and with new product releases coming from Nokia we should get to a consistent 15 per cent by the end of the year."
Muckleston said he expected the improved market share to pay dividends in terms of the production of local apps, of which there are less than 1000 in New Zealand.
"When we look at other markets that have got more over 10 per cent, a couple of things have happened. We have seen a dramatic increase in the number of local apps and some of these markets get Windows Phone and Microsoft Surface together and you get a deal and a really uncluttered experience."
New Zealand-based Enlighten Designs chief executive Damon Kelly said the increased market share of Windows Phone presented a new opportunity for his software company.
"You can see by the amazing Windows Phone growth numbers Paul Muckleston has reported in the New Zealand market that Microsoft is dedicated to growing share so that developers will ensure their apps are also built for the Microsoft platform," he said.
Do our readers think the massive growth of smartphone sales in China and Windows Phone’s poor market share in US are hiding some very real success in other parts of the world? Let us know below.
According to preliminary data by Euroset, Russia’s leading electronics retailer, Nokia has regained the first place in the Russian phone market in Q3 2013, helped by the sale of cheap Lumia handsets.
Nokia gained in the budget segment – due to prices lower than competitors, said vice-president of Commerce for Euroset Victor Lukanin , especially in the cheapest segment where devices cost up to 2,000 rubbles ($60).
Nokia held 29% of the market, ahead of Samsung’s 27%. In terms of revenue Nokia had 15% of the market, vs 32%, indicating the greater proportion of feature phones in Nokia’s portfolio.
Carrier MTS agreed with Euroset’s numbers, with Nokia having 29% of the market, vs 27% for Samsung.
“I agree Nokia is really the first place,” said MTS spokesman Dmitry Solodovnikov . “It’s because of the aggressive sales of low-end models Nokia.”
Maria Zaikina, from analyst company Coherent, however notes it is not just due to feature phones. She said for the past six months, the popularity of Windows Phone has grown significantly due to it Nokia. She notes the average price of Nokia smartphones dropped 15.9% YoY, while prices in the market increased by 14%.
Denis Kyckob from TelecomDaily said Nokia’s improved performance was aided by focussing only on Asha and Windows Phones, and he notes similarly that last year the cheapest Lumias started at 18,000 Rubbles, while it now started at 8,000 Rubbles. He notes even Apple was now adopting some of Lumia features, such as the colourful phones.
Ultimately the success of Windows Phone will depend on Nokia transitioning their feature phone buyers to their Windows Phone smartphones, something they are having some success with, but an effort which will need to be stepped up going into the future.
We have heard China is Nokia’s biggest Windows Phone market, and now some research from a Chinese research firm Umeng has revealed just how big the market is.
According to Umeng there were 7.4 million Windows Phones in use in China in the first half of 2013. This number compares to less than 4.4 million in USA.
Due to the massive size of the Chinese market however Windows Phone is still only a drop in the bucket there. Around 500 million smartphones are in use and of these 340 million ran Android and 150 million were iPhones.
The market is still growing rapidly, and the number of smartphones in China in the second quarter was double that of the number in the fourth quarter last year, the report said.
As the Chinese market grows the country should become increasingly important to developers, especially given the poor traction of Windows Phone in USA.
With emerging markets also growing much more rapidly than the west, Microsoft also needs to be paying a lot more attention to these markets, and the low cost and high level of functionality and features they demand.