Apple Watch Sales Grew to 6.8 Million Units in Q3 2019, up 51% From Last Year

Apple shipped an estimated 6.8 million smartwatches in the third quarter of 2019, according to research firm Strategy Analytics.


Apple doesn't disclose Apple Watch sales in its earnings reports, grouping the wrist-worn device under its "Other Products" category, so we have do go from estimated figures, which can vary between research firms.

If Strategy Analytics' figures are accurate, ‌Apple Watch‌ shipments are up 51 percent compared to the third quarter of last year.
Apple shipped 6.8 million smartwatches worldwide in Q3 2019, rising an above-average 51 percent from 4.5 million in Q3 2018. ‌Apple Watch‌ remains a long way ahead of the chasing pack and its global smartwatch marketshare has grown from 45 percent to 48 percent in the past year. ‌Apple Watch‌ continues to fend off strong competition from hungry rivals like Fitbit and Samsung. ‌Apple Watch‌ owns half the worldwide smartwatch market and remains the clear industry leader.

The figures suggest Apple's closest wearables rival remains Samsung, which shipped 1.9 million smartwatches in Q3 and took 13.4 percent of the global market share. Fitbit, which was recently acquired by Google, dropped to third place, losing just under 4 percent of its market share (11.3 percent).

According to the report, the global smartwatch market grew considerably, with shipments reaching 14 million units in total, up 42 percent year on year. Notably, ‌Apple Watch‌ growth outpaced overall market growth, indicating that Apple is eating an increasingly bigger slice of the burgeoning wearables sector.


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Apple Watch Was Number One Smart Watch in Q2 2019 With an Estimated 5.7M Units Shipped

The Apple Watch accounted for close to half of all smart watches shipped in the second quarter of 2019, according to a new report shared this afternoon by Strategy Analytics.

Apple shipped an estimated 5.7 million smart watches worldwide during the quarter, earning it 46 percent marketshare and its continued position as the number one smart watch company.

Apple shipped 5.7 million smartwatches worldwide in Q2 2019, rising an above-average 50 percent from 3.8 million in Q2 2018. Apple Watch remains a long way ahead of the chasing pack and its global smartwatch marketshare has grown to 46 percent this quarter, up from 44 percent a year ago. Apple Watch has fended off strong competition from hungry rivals like Fitbit. Apple remains the clear smartwatch market leader.
There were 12.3 million smart watches shipped in total in the second quarter of 2019. Apple's closest competitor Samsung shipped 2 million smart watches, while Fitbit, the number three smart watch vendor, shipped 1.2 million smart watches.

Apple Watch shipments were significantly up year over year in the second quarter of 2019, with Apple having shipped 3.8 million smart watches in the second quarter of 2018. Apple's growth mirrors the overall growth in the smart watch market, which was up from 8.6 million units in Q2 2018.


Apple does not break down Apple Watch sales, instead including Apple Watch revenue in a Wearables, Home, and Accessories category, so Strategy Analytics' numbers are estimates.

During Apple's recently earnings call for the third fiscal quarter of 2019 (second calendar quarter), Apple CEO Tim Cook said that wearables had an "absolute blowout" quarter with growth well over 50 percent. The Apple Watch set a new June quarter revenue record and reached millions of new users during the quarter.


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Apple Watch Sales Comprised Half of Smartwatch Market in 2018

Apple Watch maintained pole position in the smartwatch market over last year's fourth quarter as global smartwatch shipments continued to grow, according to the latest research from Strategy Analytics.


Apple shipped 9.2 million Apple Watch units during Q4 2018, according to the report, rising 18 percent from 7.8 million units in Q4 2017. Global smartwatch shipments meanwhile grew 56 percent annually to reach a record 18 million units in the same quarter.

Apple's global smartwatch marketshare actually slipped to 51 percent this quarter, down from 67 percent a year ago, but Apple held on to first position with a 51 percent global smartwatch marketshare, while Samsung jumped to second place, overtaking Fitbit and Garmin.

The research corroborates an earlier report from consumer research firm The NPD Group that Apple Watch is the "clear market leader" in the U.S. smartwatch market, but it also underlines the growing threat of rivals like Samsung, which continues to invest heavily in wearables that are compatible with both Android devices and iPhones.
"Apple's global smartwatch marketshare slipped to 51 percent this quarter, down from 67 percent a year ago," said Neil Mawston, executive director at Strategy Analytics. "Apple Watch is losing marketshare to Samsung and Fitbit, whose rival smartwatch portfolios and retail presence have improved significantly in the past year."
Apple doesn't reveal Apple Watch unit sales from its overall earnings. But in a recent earnings call for the first quarter of the 2019 fiscal year, CEO Tim Cook said the company's wearables revenue was being driven by the "amazing popularity" of Apple Watch and AirPods, and that the category was "approaching the size of a Fortune 200 company."

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HomePod Estimated to Have Just 4% Market Share Worldwide Despite 45% Sales Growth Last Quarter

HomePod shipments totaled 1.6 million units in the fourth quarter of 2018, a 45 percent increase on a year-over-year basis, according to Strategy Analytics. Despite the growth, the research firm estimates that Apple's share of the worldwide smart speaker market was just 4.1 percent during the quarter.


By comparison, Amazon and Google commanded the market with an estimated 13.7 million and 11.5 million smart speakers shipments respectively. The two companies combined for an estimated 65.5 percent market share in the quarter.


A lot of this comes down to pricing. At $349, the HomePod is significantly more expensive than the Amazon Echo and Google Home. In particular, the smaller Amazon Echo Dot and Google Home Mini models were available for as low as $25 during the holiday season, a fraction of the cost of a HomePod.

"Amazon and Google both have broad model lineups, ranging from basic to high-end, with even more variants from Amazon. Apple of course has only its premium-priced HomePod, and likely won't gain significant share until it offers an entry-level product closer to Echo Dot and Home mini," CIRP co-founder Josh Lowitz said last month.

To improve sales, many resellers offered the HomePod for $249 during the holiday season, and $279 is a commonly seen price too.

Second is the fact that the HomePod is not so smart, as many reviews found, due to Siri's shortcomings compared to Amazon Alexa and Google Assistant. Apple recently restructured its Siri team as it works to make improvements.

A third reason is availability. Apple launched the HomePod two to three years after its largest competitors, and sales remain limited to the United States, United Kingdom, Australia, Canada, France, Germany, Spain, Mexico, China, and Hong Kong. Amazon and Google smart speakers are available in more countries.

Last year, analyst Ming-Chi Kuo said Apple was "mulling" a "low-cost version" of the HomePod, potentially due to shipments falling "far below market expectations." It could end up being a Siri-enabled Beats speaker.

Of course, the Strategy Analytics data is estimated to begin with. Apple does not disclose HomePod sales, instead grouping the speaker under its "Wearables, Home, and Accessories" category in its earnings reports alongside the Apple Watch, Apple TV, AirPods, Beats, iPod touch, and other accessories.

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Apple Shipped 14.5M iPads in Holiday Quarter According to Strategy Analytics

Apple shipped an estimated 14.5 million iPads in the fourth quarter of 2018, according to research firm Strategy Analytics.


Apple no longer discloses iPad, iPhone, or Mac unit sales in its earnings reports, leaving us with these estimated figures, which can vary quite significantly between research firms. With the iPhone, for example, estimated shipments have ranged from 65.9 million to 68.4 million to 71.7 million for the quarter.

Apple reported sales of 13.2 million iPads in the fourth quarter of 2017, when it was still disclosing unit sales, so the Strategy Analytics data suggests that iPad unit sales have grown nearly 10 percent on a year-over-year basis.

Strategy Analytics estimates that the iPad's average selling price was $463, an increase of just over four percent from $445 in the year-ago quarter. This sounds unsurprising, as Apple raised prices with its new iPad Pro lineup in 2018, with the cheapest model starting at $799 compared to $649 in 2017.

Apple remained the world's most popular tablet vendor, easily topping Samsung's estimated 7.5 million tablet shipments in the quarter, according to Strategy Analytics. Amazon, Huawei, and Lenovo round off the top five with an estimated 5.5 million, 4.6 million, and 2.3 million shipments respectively.


On an operating system basis, however, Android tablets from multiple brands still commanded an estimated 60 percent of the market.

Apple reported iPad revenue of $6.7 billion in the quarter, a 17 percent increase over the year-ago quarter.

Related Roundups: iPad Pro, iPad mini 5, iPad

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Strategy Analytics: Apple Shipped an Estimated 65.9 Million iPhones in Holiday Quarter

Apple shipped an estimated 65.9 million iPhones during the first fiscal quarter of 2019 (aka the fourth calendar quarter of 2018) according to new data shared today by Strategy Analytics.

As of this quarter, Apple is no longer providing a breakdown of unit sales of the iPhone, iPad, and Mac, so we will not have concrete data on how well the iPhone is selling going forward.


Apple in Q1 2018 sold 77.3 million iPhones, which would mean Apple sold 11.4 million fewer iPhones in Q1 2019 if Strategy Analytics' estimates are correct, marking a 15 percent decline in sales year-over-year.
Global iPhone shipments fell sharply, due to high retail pricing, unfavorable foreign exchange rates, intense competition from rivals like Huawei, battery replacement programs driving longer ownership cycles, diminished carrier subsidies in some developed markets, and flagging demand in some emerging markets.
Apple's Q1 2019 iPhone revenue was $52 billion, down from $61 billion in the year-ago quarter, also a 15 percent decline. The drop in iPhone revenue led to total revenue of $84.31 billion, down from $88.3 billion in Q1 2018.

Despite the decline in iPhone sales, which Apple CEO Tim Cook has attributed to weakness in China and fewer upgrades, Q1 2019 was Apple's second-best in terms of both revenue and profit, coming in behind only the first fiscal quarter of 2018.


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Strategy Analytics: Apple Shipped an Estimated 2.5 Million Fewer iPhones in China in 2018 Than in 2017

Apple shipped an estimated 34.2 million iPhones in China in 2018, down from 36.7 million in 2017, according to new data shared today by Strategy Analytics.

During the fourth calendar quarter of 2018 (Apple's first fiscal quarter), Apple shipped 10.9 million iPhones, down from 14 million in the fourth quarter of 2017.


Apple surpassed Xiaomi to become the number four smartphone vendor in the country, but its iPhone sales fell short of Huawei, OPPO, and Vivo, all Chinese companies that make more affordable smartphones.


For 2018 in total, Apple came in fifth in China, trailing behind the four major Chinese smartphone vendors. Huawei was the number one vendor in China, shipping an estimated 105.1 million smartphones during the year. OPPO shipped 82.8 million, Vivo shipped 79.3 million, and Xiaomi shipped 50 million.

Apple lost market share in the fourth quarter of 2018, but gained ground overall in 2018. Apple held 10.1 percent of the smartphone market in the fourth quarter of 2018, down from 11.5 percent in the fourth quarter of 2017. Apple's total 2018 marketshare was 8.4 percent, up from 8 percent.


Despite the slight year-over-year jump, Apple trails all major Chinese smartphone vendors in the country when it comes to market share, including Huawei, OPPO, Vivo, and Xiaomi.

Fourth quarter smartphone shipments in China declined by 11 percent annually, with a total of 107.9 million units shipped by all vendors. That's down from 121.3 million in the fourth quarter of 2017. Smartphone shipments also fell 11 percent annually, with 408.5 million smartphones shipped in China in 2018 down from 459.6 million in 2017.

Overall smartphone shipments have declined for five consecutive quarters in China, which has heavily impacted Apple. Apple recently downgraded its guidance for the first fiscal quarter of 2019 (which is the fourth calendar quarter), blaming the move on poor iPhone sales, primarily in China.

Strategy Analytics Director Linda Sui said that the holiday quarter was Apple's worst performance since early 2017. Apple's iPhone shipments have dropped on a year-over-year basis in China for 8 of the last 12 quarters.
Apple has been under pressure in China for the past three years. Ongoing patent battles with Qualcomm are a distraction, while Apple is being heavily criticized for its expensive retail prices. Apple is in danger of pricing the iPhone out of China."
To boost sales in China, Apple has cut the prices of its iPhones for third-party distributors in China, allowing distributors to provide iPhones at lower prices for Chinese customers. The biggest discounts have been on the iPhone XR.

Apple's lowered pricing comes just ahead of the Chinese New Year in February, with Apple hoping the discounts will lure shoppers into purchasing a new iPhone during the holiday.


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HomePod is Ninth Most Popular Smart Speaker in United States According to Recent Survey

Apple's HomePod is the ninth most popular smart speaker model in the United States, according to an online survey of 1,011 smart speaker users conducted by research firm Strategy Analytics in July and August.


The top eight positions are held by various Amazon Echo and Google Home models in the Strategy Analytics rankings. The standard Amazon Echo tops the list with an estimated 23 percent share of the U.S. installed base of smart speakers, while the HomePod is estimated to have just four percent market share.
  • Amazon Echo: 23%
  • Amazon Echo Dot: 21%
  • Google Home: 8%
  • Google Home Mini: 7%
  • Amazon Echo Plus: 5%
  • Amazon Echo Spot: 4%
  • Amazon Echo Show: 4%
  • Amazon Echo Dot Kids Edition: 4%
  • Apple HomePod : 4%
  • Google Home Max: 2%
Apple does not disclose HomePod sales in its quarterly earnings results. In August, Strategy Analytics estimated that HomePod shipments totaled 700,000 units in the second quarter of 2018, giving Apple a roughly six percent share of the worldwide smart speaker market at the time.

While the HomePod may have only a single-digit share of the overall market, Strategy Analytics shared data last month indicating that Apple accounts for 70 percent of the small but growing $200-plus smart speaker market, topping competing products such as the Google Home Max and a variety of Sonos speakers.

That data shouldn't come as much of a surprise, as Amazon Echo and Google Home models are regularly priced as low as $49, whereas the HomePod retails for $349. Apple has marketed the HomePod as a premium speaker that also has Siri, as opposed to a personal assistant that also plays music.

It's also worth noting that the HomePod only launched this past February, two to three years after its biggest competitors. Today, the HomePod is available in the United States, United Kingdom, Australia, Canada, France, and Germany, with sales set to begin in Mexico and Spain on Friday.

Back in April, well-connected Apple analyst Ming-Chi Kuo said Apple was "mulling" a "low-cost version" of the HomePod, possibly in the form of a Siri-enabled Beats speaker. The status of those plans is unclear.

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HomePod Holds Estimated 70% Share of Growing $200+ Smart Speaker Market

While the HomePod did not rank among the top five smart speakers in worldwide shipments last quarter, it is dominating the premium end of the market, according to research firm Strategy Analytics.


Strategy Analytics claims the HomePod accounts for 70 percent of the small but growing $200-plus smart speaker market, topping competing products such as the Google Home Max and a variety of Sonos speakers. They say Apple also captured a leading 16 percent of revenue in the entire smart speaker market.

Among smart speakers of any price, the HomePod accounted for just six percent of the market, as Strategy Analytics estimated last month. If accurate, the data shouldn't come as much of a surprise, as the top five best-selling smart speakers are all regularly priced between $49 and $129 in the United States.

The world's most-shipped smart speakers last quarter were the Google Home Mini, Amazon Echo Dot, Amazon Echo, Chinese company Alibaba's Tmall Genie, and the Google Home, according to Strategy Analytics. As always, it's important to remember that shipments don't necessarily reflect sales to customers.


By comparison, the HomePod is priced at $349 in the United States, although rumors have suggested Apple is considering releasing a lower-priced version, possibly in the form of a Siri-enabled Beats speaker.

David Watkins, Director of Strategy Analytics' Smart Speaker Service:
Unsurprisingly, Amazon and Google models dominated the best-selling list of smart speakers in Q2 2018. The Google Home Mini and Amazon Echo Dot accounted for a combined 38% of global shipments although they contributed just 17% towards the value of the market due to their low price.

Apple on the other hand has focused its smart speaker efforts at the premium end of the market, promoting the HomePod's audio prowess ahead of the device's voice control capabilities.
As noted by Watkins, Apple has marketed the HomePod's premium audio quality more than its Siri capabilities, as justification for its $349 price. Reviews do agree it sounds a lot better than offerings from Google and Amazon.


All in all, the smart speaker market is shaping up to be a lot like other product categories Apple operates in. Apple dominates the premium end of the smartphone market with the iPhone, for example, whereas Samsung and many other Android smartphone makers offer a variety of devices at a wide range of price points.

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HomePod Sales May Be Closer to 1-1.5 Million Than 3 Million Since the Speaker Launched

HomePod shipments totaled an estimated 700,000 units in the second quarter of 2018, giving Apple a roughly six percent share of the worldwide smart speaker market, according to research firm Strategy Analytics.


Strategy Analytics previously estimated HomePod shipments totaled 600,000 units in the first quarter of 2018, suggesting that worldwide shipments have reached 1.3 million units since the speaker became available to order in the United States, Australia, and the United Kingdom in late January.

That figure is much lower than one shared by research firm Consumer Intelligence Research Partners, which recently estimated Apple has sold three million HomePods in the United States alone since the speaker launched.

The significant variance in the datasets stems from the fact that Apple doesn't disclose HomePod sales, instead grouping the speaker under its "Other Products" category in its earnings reports, alongside the Apple Watch, Apple TV, AirPods, Beats, iPod touch, and other Apple and third-party accessories.

Apple reported revenue of $3.74 billion from its "Other Products" category last quarter, up 37 percent from $2.73 billion in the year-ago quarter.

Shipments aren't sales, either, so it's impossible to know exactly how many HomePods ended up in the hands of customers.

If we had to guess, we'd say the Strategy Analytics numbers are probably more within the ballpark, as the HomePod is a niche product. The speaker is also available in just six countries, after launching in Canada, France, and Germany in June, with no indication when availability may expand to other regions.

Versus the Competition


HomePod was the world's fourth most popular smart speaker in the second quarter, behind the Amazon Echo, Google Home, and Chinese company Alibaba's Tmall Genie, according to Strategy Analytics.

Amazon remained the leader in the category last quarter, with the Echo commanding an estimated 41 percent market share, while the Google Home finished runner-up with an estimated 27 percent market share, according to Strategy Analytics. Alibaba took third place with an estimated seven percent market share.


While the HomePod has made somewhat of a dent, Apple still has significant ground to make up, which is to be expected given its smart speaker launched around two to three years after its biggest competitors.

It may be tough for Apple to gain further market share unless it releases a more competitively priced model, as the HomePod at $349 is considerably more expensive than the Amazon Echo, priced from $50, and the Google Home, $129.

To that end, rumors suggest Apple may have a lower-priced HomePod or a Siri-enabled Beats speaker in its pipeline.

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