According to Counterpoint Research’s Monthly Market Pulse report, global Apple iPhone sales grew a healthy 26% annually crossing 20 million unit monthly sales mark for the first time ever in November 2014.
Japan, Korea and China were the bright spots where Apple registered a higher than expected demand for its newer and bigger display sporting iPhone 6 & 6 Plus models.
In Korea, Apple captured a record one-third of the total smartphone sales in November, first time ever challenging rival Samsung’s strong foothold in its home market. Commenting on Apple’s performance in Korea, Counterpoint’s Research Director based in Korea, Tom Kang notes, “No foreign brand has gone beyond the 20% market share mark in the history of Korea’s smartphone industry.
In China, iPhone sales reached a record monthly high volumes, growing more than 45% annually in November, as rich urban Chinese consumers quickly warmed to the bigger iPhone form-factors. Counterpoint’s Research Director Neil Shah, commenting on Apple’s record performance in China notes, “This has helped propel Apple’s smartphone market share to above 12%, capturing third spot behind Lenovo and the market leader Xiaomi. In other important markets such as the USA, iPhone demand remained relatively healthy compared to last year whereas in fast growing smartphone market India, Apple is on track to sell almost a million units for the last three months of 2014.
Our Monthly Market Pulse market share data is based on sell-out (sales) surveyed at major mass retailers, distributors across different markets (33 countries) by Counterpoint Research team plus sanity checked with demand side surveys & expert Analyst estimates to complete the global monthly sales database. Neil is a sought-after frequently-quoted Industry Analyst with a wide spectrum of rich multifunctional experience. For over more than a decade, he has been offering expert strategic advice that has been highly regarded across different industries especially in telecom. He is also an IEEE Certified Wireless Professional with a Master of Science (Telecommunications & Business) from the University of Maryland, College Park, USA. Apple market share in Japan fell year on year from ~70% in 2013 to ~50% in 2014 (for November). Slightly unrelated: I love telling my fanboy friends that their precious iPhone uses Samsung hardware.
People go to restaurant to eat nice food and their favorite food, kitchen in itself is just a tool.
Just out of curiosity, isn’t it that Apple designs the chips and sends the design to Samsung to manufacture and not Samsung designing and manufacturing the processor? Otherwise, why Samsungs S4 chip sucks at speed (it is by third slower comparing it to iFoney 5s) – well, because having capabilities to manufacture a chip is not the same as having one of the best engineering and research teams. Apple was using Samscum manufacturing facilities thinking that they’d be good partners in the future before they blatantly copied and causing and fall out.
If they had their own foundry and manufacturing facilities (which they are currently building at TSMC) they’d use it rather than let Samscum in on their profits.
Speaking of overly attached girlfriend… Why is it that apple haters always cruise around sites pertaining to apple products?

Samsung is planning to launch the new smartphone of its Galaxy series, the Galaxy S5, in May this year. Slideshare uses cookies to improve functionality and performance, and to provide you with relevant advertising. Clipping is a handy way to collect and organize the most important slides from a presentation. In Japan, one of the most premium smartphone markets in the world, Apple captured more than half of the smartphone sales in October as well as November. Counterpoint Research estimates, Apple’s iPhone 6 & 6 Plus momentum will continue into December and help Apple register its best ever iPhone quarter. Apple is never gonna be as cheap as Android because Apple’s a brand, Android is the generic brand. While the reverse-engineering is ongoing, Chipworks has already ascertained that the A7 is made by Samsung, not TSMC, despite the ongoing legal battles between the two companies. While the A7 processor is much faster than its predecessor, other components, like the WiFi modem (Broadcomm BCM4334) or Qualcomm LTE modem and transceivers are all substantially identical to the products that shipped with the iPhone 5.
It is, however, likely that Samsung allows Apple to make customization like Intel does for its customers. So, the actual physical layout, specs, size, internal logic and interconnections and all the stuff is from apple R&D.
We had discussed Samsunga€™s Galaxy S5 prospects in the Market Realist seriesA Why contract upgrades from Samsunga€™s Galaxy S3 could help S5 sales.
If it delays the launch of the iPhone 6, this would mean Samsung could easily eat into Applea€™s market sharea€”at least in 2014. Japan has been one of the strongest market for Apple and it is becoming increasingly difficult for competition to challenge Apple’s dominance in near- to mid-term.
But iPhone 6 and 6 Plus have made a difference here, denting the competition’s phablet sales. However, with improving supply of iPhone 6 Plus we believe the iPhone 6 Plus sales will contribute to a greater proportion of the sales mix in December and during the Chinese holiday season in Q1 2015. We include all MOAP Linux and Symbian phones while they only count iOS, Android and Windows. ARM is already anticipating increases north of 50%, a good bit of that coming from the die shrink. But look at the improvement Apple made — and it is in one of the easiest sections of the design to safely upgrade.
Just to make a silly prediction, I’m saying the first or second gen quad core A57 mobile phones will probably push the 5k mark in GB3.

If we assume these claims to be true, it could mean that Apple is slated to launch the iPhone 6 sooner than expected. LG managed to increase its market share, while Motorolaa€”which was recently sold by Google (GOOG) to Chinaa€™s Lenovo (LNVGY)a€”and HTC (HTCKF) market share declined. In this article, we discussed how the timing of the Galaxy S5 launch was perfect, as it will give an opportunity for Galaxy S3 users to upgrade since their two-year contracts would be about to expire.
Apple will likely benefit from the upcoming Apple Watch with a growing and premium iPhone user-base in this highly advanced consumer market.
Korea being the world’s highest penetrated phablet market (handsets with 5” above screens) earnestly needed a large screen iPhone for quite a time and now this thirst has been quenched. You can say Apple has reached record levels in Japan if you count all the handsets now, including feature phones. Also the reason for the temporary Japanese decline is because last year was inflated due to the first time the iPhone was available in Japan.
It had been rumored that the SoC would be produced by TSMC instead of Samsung, but it would seem that isn’t the case.
The PCB you’re looking at accounts for only part of the total volume within the device, but contains most of the essential circuitry (apart from the screen digitizer, battery, and buttons) that make the phone work. Reproduction in whole or in part in any form or medium without express written permission of Ziff Davis, LLC.
But with launch of Xiaomi Note & Note Pro it is going to be a fierce battle in the premium segment, with Samsung being attacked from both ends”. It would take a lot of work to move from Samsung to TSMC, and perhaps Apple just isn’t ready to make hte jump.
ARM could implement any number of equivalent solutions, and they will probably come at least within a few percentage points with their first or certainly second release A57 design (ARM has multiple releases of each core, there have been 4 A15s so far, for instance).
The move to 28nm bought Apple ~12.5% die space savings compared to 32nm, with modest power saving.
The chip has a three-stage pipeline, likely runs at 180MHz (though lower clock speeds are possible), and can contain up to 1MB of NAND memory.

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