Dodávky iPhonov v 1. štvrťroku 2013 v Európe medziročne klesli o 10 %, keďže Windows Phone vzrástol o 73 %

end-user sales numbe

	Q1 2012	Q1 2013	Rast
Android	15.5	21	35%
iOS	7	6.3	-10%
WP	1.1	1.9	73%
ostatné	4.6	2.4	-48%
Spolu	28.2	31.6	12%

Musí existovať dôvod, prečo cena akcií spoločnosti Apple v posledných dňoch klesla pod 400 dolárov a môže to súvisieť s ich skutočným medziročným poklesom predaja na jednom z najbohatších trhov na svete.

Podľa IDC dodávky spoločnosti Apple klesli zo 7 miliónov v 1. štvrťroku 2012 na iba 6.3 milióna v 1. štvrťroku 2013. Keďže v 2. alebo možnom 3. štvrťroku nie je v dohľade žiadny nový iPhone, situácia sa môže ďalej zhoršovať, pokiaľ Apple drasticky nezníži ich ceny.

Predajcovia Windows Phone, ako je Nokia, sa však budú usmievať, keďže Q1 2013 zaznamenal medziročný nárast o viac ako 70 % na 1.9 milióna kusov. To výrazne prekonalo rast samotného trhu, ktorý bol medziročne iba 12 %.

Android zostáva kráľom v Európe s 21 miliónmi dodaných telefónov a medziročným nárastom o 35 %, no napriek rozdielom v číslach medzi Windows Phone a Androidom je jasné, že Windows Phone je jediný operačný systém, ktorý môže byť výzvou pre obrovský rast.

Interestingly the IDC’s numbers tally very well with Kantar’s end-user sales numbers, which showed Windows Phone had 6.5% of the market in Q1 2013 in the EU5 countries.  Kantar also had iOS at 18% and Android at 68%, both again a pretty close match.

Vzhľadom na ekonomickú krízu v Európe očakávame, že iOS bude ďalej klesať a s uvedením lacných Windows Phone, ako sú 620 a 520, uvidíme ďalší rast Windows Phone, ktorý možno prekročí hranicu 10 % pre približne 3 milióny predajov Windows Phone v Európe v roku 2. štvrťrok 2013. Očakávame tiež, že cena akcií spoločnosti Apple ešte viac klesne…

Pozrite si celú tlačovú správu IDC po prestávke.

June 25th 2013. The Western European mobile phone market shrank in the first quarter of 2013 due to a lower than expected slowdown in the smartphone shipments, according to International Data Corporation (IDC). Total shipments dropped 4.2 per cent year on year to 43.6 million units, according to IDC’s European Mobile Phone Tracker, published in May 2013.

The feature phones segment continued to lose ground as consumers adopt smartphones. Shipments fell 31 per cent year on year to 12 million units.

The smartphone segment also lost some steam in the first quarter. Shipments increased 12 per cent year on year to 31.6 million units in the quarter, which was the lowest growth rate since IDC started tracking the mobile phone market in 2004.

Most Western European countries experienced a slowdown in smartphone sales as economies deteriorated, with a consequent decline in disposable income for consumers.

Mobile operators are also cutting handset subsidies to reduce their costs as revenues decline.

This is particularly impacting the Southern European economies, where consumers refrain from replacing their mobile phones for longer periods.

In Northern Europe, smartphone penetration is reaching a tipping point, which has started to impact the smartphone growth, as most users already have a smartphone and will not replace it until the contract ends or the device breaks.

In Western Europe, phone makers are facing the most challenging time ever. The economic environment is impacting demand, while users are buying cheaper handsets, which impacts manufacturers margins.

“We are now entering the second wave of smartphone adoption in the region. The first wave was driven by those users looking for devices that would meet their mobility needs.”

“They did look for the best devices in terms of performance and user experience, and more importantly, they were able to afford and pay a premium to get a premium experience.”

“We are now entering the second wave of smartphone adoption, which will be driven by those users with no need for a smartphone,” said Francisco Jeronimo, European mobile devices research director at IDC.

“These new users are looking to replace their current feature phones with another feature phone, as smartphones are fancy gadgets that they don’t feel the need to have.”

“However, when they go to a phone shop most of the options available are smartphones only – their friends, colleagues and family may have smartphones and are always talking about the latest apps, and the cheapest smartphones they note are most likely to be as low in price as the last feature phone they bought. With a small push from sales people, the sale is almost guaranteed.”

“But they will buy one of the cheapest smartphones as they still see no value for money.”

In terms of operating system, Android continues to dominate the smartphone landscape.

In the quarter, Google’s OS shipped 21.9 million units and market share increased to 69 per cent in 1Q13 from 55 per cent in last years’ first quarter.

Apple’s iOS continues to lose ground as market share declined to 20% from 25% in 1Q12.

Windows Phone improved its position to become the third biggest OS in the region, but it still represents a tiny percentage of the smartphones shipped. Its market share rose to 6 per cent in Q1 2013 from 4 per cent in Q1 2012.

About IDC

IDC is the premier global provider of market intelligence, advisory services, and events for the information technology, telecommunications, and consumer technology markets. IDC helps IT professionals, business executives, and the investment community make fact-based decisions on technology purchases and business strategy. More than 1,000 IDC analysts provide global, regional, and local expertise on technology and industry opportunities and trends in over 110 countries worldwide. For more than 44 years, IDC has provided strategic insights to help our clients achieve their key business objectives. IDC is a subsidiary of IDG, the world’s leading technology media, research, and events company. You can learn more about IDC by visiting www.idc.com.