Computer Industry Numbers

Commodore 8296 Personal Computer
Commodore 8296 Personal Computer

There’s some interesting numbers coming out of the computer industry. Let’s take a look at them.

These are the consolidated numbers, for computers, tablets, and smart phones. Note that everything in this post is in alphabetical order, so that I don’t show any favouritism.

2011

2012

2013

Apple

195

272

270

Dell

46.6

38

38

HP

64.5

59

52

Lenovo

49.9

77

112

Samsung

104.9

249

365

Sony

31.8

37

44

Other

457.8

492

611

Total

950.3

1224

1492

Samsung is the big winner, at 24.46% of the market for personal computing devices. Look at how Samsung’s number climbed. Obviously the company is doing something right.

Now let’s look at Operating Systems, again, in alphabetical order.

2011

2012

2013

Android

218

462

845

Blackberry

55

34

23

iOS

196

272

270

Windows

291

296

290

Others

191

160

64

Total

951

1224

1492

Android is the winner with 56.64% of the market. It has been doubling sales every year so far (this will have to tail off, there’s only so much market to take). Apple appears to have stabilized at just under the Windows market share. Others is dropping, as Symbian, Blackberry, and other legacy systems die off. Other operating systems like Chrome, Mac OSX, and the various Linux, BSD, and Solaris variants hold a very small portion of the market, and are not listed.

Now let’s look at device types.

2012

2013

PCs

353

316

Smartphones

695

990

Tablets

176

186

Total

1224

1492

Unfortunately I don’t have the 2011 numbers, but you can see a large drop off in PC sales, a negligible  increase in tablet sales, and an enormous jump in smartphone sales.

Part of the increase in smartphone sales is being driven by price. Smartphones are as cheap as feature phones now, and eventually will take the entire phone market. Part is driven by the introduction of ‘Phablets’ which are cannibalizing the growth from the tablet market.

What does this mean?

Lots of things, which are going to hurt a lot of companies, and have others dancing in the streets.

Consider Intel. Intel processors power most personal computers, whether they run Mac OSX, Linux, or Windows. At the present time Intel makes almost no sales into the phone and tablet markets. A shinkage in the personal computer market will have a negative impact on Intel.

Microsoft has both a phone and a tablet operating system, but neither has been all that popular. While the sales of Windows (and Office) for personal computers will keep the company profitable, it is losing market share.

Android has been a surprise winner. When I say surprise, the earliest Android releases were, well, crappy is the charitable word. But Google kept improving Android, and now it is a solid, and inexpensive operating system.

ARM Holdings has to be dancing with glee. ARM chips power most tablets and smartphones. That’s a heck of a lot of ARM chips on the market.

Coolpad, LG, and ZTE have to be cheering. From virtual unknowns, they’ve grown to hold decent bits of market share. Acer, HTC, Nokia/Microsoft, and RIM/Blackberry are hurting badly, with sales plummeting.

Then you’ve got Apple. Apple sold 5.5 million Macs last quarter, their best Mac sales ever. Apple doesn’t report Mac sales every quarter, but they sold 4.8 million in the first quarter. If we assume 4.0 million for the second and third quarters (a conservative estimate), Apple has sold 18.3 million personal computers this fiscal year, up from about 12.5 million last year. That takes a serious chunk of the high end of the personal computer market away from the other personal computer makers, and Apple pretty well owns the high end of both the tablet and smartphone markets with their iOS products (iPod, iPhone, and iPad).

Effectively we have a market that is ripe for a shake up. Several of the companies are really weak. We’ve already seen this with Nokia, which settled for a Microsoft buyout (according to the numbers Nokia was probably heading for bankruptcy).

I would recommend caution when buying new devices. Because of pricing pressures, we are currently seeing some really shoddy stuff being sold. Stuff that appears to have been made by a children’s toy manufacturer, rather than a computing device manufacturer.

Inspect any device you are considering carefully before purchasing. Check review sites for consumer feedback that may help you discover potential problems.

To misquote Elmer Fudd – ‘Be very, very, cautious, I’m hunting bargains!’

And just wait till we see the numbers for 2014. I suspect we are going to see some scary stuff.

Regards

Wayne Borean

Monday November 3, 2014

Numbers are courtesy Tomi Ahonen

2009 Report

2010 Report

2011 Report

2012 Report

2013 Report

COMPUTER NUMBERS – Microsoft XLS Spreadsheet

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3 thoughts on “Computer Industry Numbers

  1. Wayne Borean, please take down these numbers or remove all links to my blog posts. Thank you.

    1. Microsoft. From 2011 to 2013 the PC market accounted for over one billion sales. Microsoft approx 95%. Plus (even though ” nobody is buying Windows Phone”) Microsoft miraculously sold about 60 million phones during the period. “Numbers are your friends”.

    2.Apple. iPhone, Mac, iPad and iPod Touch. Around 660 million for those three years. The numbers are freely available on the interwebs. http://aaplinvestors.net/stats/
    Please don’t count ALL iPods and whatever else you have added to pad the Apple numbers.

    3. Android, Blackberry, Others. Perhaps you should check those out too, while you’re at it.

    Love TAhonenMinusOne

  2. I see you don’t believe me. Check the link in my pre post. Apple stats for the years in question. 2011=2013.
    iPhones: 382m
    iPads: 180m
    Macs: 52m
    iPod Touch: 44m (est half of all iPods)

    Total: 658m

    Your total for three years 738.

    It’s not even close Wayne. And the figures for Windows are even worse. If you want to draw conclusions on the “computer” market you should at least try and use the correct data. Find a more accurate source. Peace.

  3. Hi Wayne

    (first, that ‘Tomi Ahonen Minus 1’ character is clearly not me, I am Tomi T Ahonen the 12x author who blogs at Communities Dominate blog, who Tweets as @tomiahonen and who owns http://www.tomiahonen.com – the ‘Minus 1’ person is using a picture of me without permission and is not me)

    Secondly, good numbers Wayne. Making the big picture point very well and these numbers are well consistent with what is reported in many sources for the industry.

    Tomi T Ahonen 🙂
    http://www.tomiahonen.com

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