Market Stats

The Apple Watch: A Flop?

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How are the Apple Watch sales going? The company is still to reveal actual figures following the April 2015 launch, but Slice Intelligence claims to have estimates on the matter-- and the numbers don't look too good.

Watch mac deadAccording to the analysis of day-to-day e-receipt data from 2.5 million US-based online shoppers, Watch sales show sharp declines from fairly impressive launch sales to the beginning of July. As such, while sales clock at around 35000 on 13 April, the figure drops to 5000 on 2 July.

That said, the chart shows a number of spikes, such as the one seen on 2 June.

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Apple Reaps (Nearly) All Smartphone Profits

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Apple is nearly the only company profiting from the smartphone business, Canaccord Genuity tells the Wall Street Journal, as the iPhone maker records 92% of total Q1 2015 operating income from the top 8 smartphone makers.

Apple profitsThe only other company accounting for any profit (15%) is Samsung, while all other companies either just manage to break even or record losses.

Such Apple results are a drastic increase from the 65% recorded on Q1 2014. Thus, the company plans to make a record number of new iPhones while Samsung braces itself for disappointing results, HTC reports quarterly losses and Microsoft writes down 80% of the value of the Nokia mobile device business.

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IDC: Wearables Maintain Upward Trajectory

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According to IDC 2015 wearable device shipments will reach 12.1 million units in 2015, a "strong" 173.3% increase from 2014 shipments reaching 12.4m units, thanks to new vendors including (obviously) Apple joining the wearable fray.

IDC Wearables 2015

The analyst also estimates wearable shipments will grow with a CAGR of 42.6% over the 5-year forecast period, leading to 155.7m units shipped in 2019.

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Futuresource: White-Label Tablets Lead Market

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Futuresource Consulting reports growing shipments of low-cost Android devices are leading to dilution of the Apple share of the tablet market, as well as "dramatic" tablet ASP declines during the 2010-2014 period.

Whitelabel tabletThe analyst predicts a slowdown of the global tablet market, as consumer sales plateau and retail prices continue to drop further. A number of territories should still see growth-- 2014 shipments in some emerging markets are up by over 30%-- but several major markets see low or even negative growth.

Smaller-screen tablets hold 71% 2014 shipment share, but the category is at risk of cannibalisation by larger smartphones/phablets. Thus vendors are expected to shift production from 7-8-inch+ devices by end 2015.

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Gartner: Cellular-Embedded Devices on the Up

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Mobile internet is not just for smartphones, Gartner says-- cellular-embedded mobile PC, tablet and mobile hot spot device shipments are up by 5.6% to 112 million in 2015 as demand for always-on internet connectivity drives further adoption.

Connected devices"Mobile access is not just about smartphones," the analyst remarks. "Consumers and business users alike want to connect multiple mobile devices to the Internet at an affordable cost or at an acceptable data rate."

The growing number of non-smartphone devices-- and resultant connection needs-- represent, of course, an opportunity for vendors, retailers and telcos. Some companies are even going for collaborations, such as the case of HP, Qualcomm and T-Mobile, who offer a 200MB of free data monthly with the 4G-enabled HP Stream Book 13.

Global cellular-embedded mobile PC (notebooks and premium ultramobiles) should grow from 1.8m to 4.9m from 2014 through 2019, with penetration growing from 1.3% to 2.7% of total mobile PCs. Such totals should remain relatively low, as the majority of mobile PCs find desk-based use, and such tend to have fixed broadband access. However Gartner points out an opportunity in premium ultramobiles, which tend to be preferred by frequent travellers willing to pay extra for easy internet access.

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