Canalys


'Canalys' Articles

Apple Watch Had Record Year With Estimated 18M Shipments in 2017, Topped Entire Swiss Watch Industry Last Quarter

Not only did the Apple Watch just have its best quarter ever in terms of sales, but it also had a record-breaking year overall, capped off by topping shipments from the entire Swiss watch industry combined last quarter. Apple Watch shipments topped an all-time high of 18 million units in 2017, according to estimated data from research firm Canalys, an over 50 percent increase compared to the roughly 12 million units Apple shipped in 2016. Canalys claims that 48 percent of the shipments were the latest Apple Watch Series 3 models, while 52 percent were Series 2 or older models. Among the Series 3 models, around 13 percent of customers opted for an LTE-enabled model, while 35 percent of people were satisfied with the Wi-Fi and GPS version. The keyword is estimated, since Apple doesn't actually reveal Apple Watch sales on a standalone basis. Instead, the device is grouped under Apple's expanding "Other Products" category, alongside the Apple TV, Apple Watch, accessories like AirPods and Beats, and as of next quarter, the HomePod. Apple analysts, who closely examine the "Other Products" revenue and other clues to estimate Apple Watch sales, each have similar totals. Ben Bajarin of Creative Strategies estimates Apple Watch shipments totaled 17.4 million last year, while Horace Dediu of Asymco comes in at 17.7 million. I am at 17.4 m for 2017. So consensus is this ballpark so safe to assume this range is correct. https://t.co/jB1JjxoVc9— Ben Bajarin (@BenBajarin) February 6, 2018 Canalys estimates Apple Watch shipments at 18 million in 2017. My estimate has been

Apple Shipped an Estimated 29 Million iPhone X Devices in Q4 2017

Apple shipped 29 million iPhone X devices in the fourth quarter of 2017, according to new research data shared today by Canalys. At 29 million devices shipped, the iPhone X was the "world's best-shipping smartphone model over the holidays." iPhone X shipments were not, however, the fastest ever for an iPhone due to Apple's decision to offer the device alongside the iPhone 8 and the iPhone 8 Plus, and shipments were below industry expectations. Canalys says that adoption was largely driven by upgrade demand in operator-centric markets like the United States where the installed base is high and customers can finance $999 cost of the device over many months. Apple was able to hit the 29 million number after a significant increase in production throughout November and December, with the company shipping out iPhone X orders earlier than expected and hitting supply/demand balance towards the end of the month."The iPhone X performance is impressive for a device priced at US$999, but it is slightly below industry expectations," said Ben Stanton, Analyst at Canalys. "Apple struggled with supply issues in early November, but achieved a massive uplift in production in late November and throughout December. This helped it meet and even exceed demand in some markets by the end of the quarter. One major benefit to Apple is that customers are increasingly realizing the residual value of their old smartphones, opting for trade-in programs to offset the high price of the iPhone X. But that big price tag, and Apple's split launch strategy, still had an impact, and shipments were not

Canalys Predicts 2018 Will Be 'Defining Year' for Smart Speaker Growth

A new report posted today by Canalys predicts that 2018 will be "the defining year" for smart speaker adoption, with the global market expected to grow to 56.3 million shipments by the end of the year, up from just over 30 million in 2017 (via TechCrunch). Canalys predicts that Amazon and Google will remain in the lead with Echo and Home speakers, respectively. In addition to existing products, Apple's HomePod will be one of multiple new entries in the market to help smart speaker consumer adoption grow this year. Canalys research analyst Lucio Chen said that smart speaker uptake has "grown faster than any other consumer technology" the group has recently encountered, including augmented reality, virtual reality, and wearables. “2018 will be the defining year for smart speaker adoption,” said Canalys Research Analyst Lucio Chen. “Smart speaker uptake has grown faster than any other consumer technology we’ve recently encountered, such as AR, VR or even wearables. While 2017 has been a banner year for smart speakers in terms of hardware sales, especially for Google and Amazon, smart speakers in 2018 will move beyond hardware, with strategic attempts to monetize the growing installed base in the US and beyond. The possibilities to do this are endless, be it discreet advertising, content subscription bundles, premium services or enterprise solutions. The technology is still in transition, and increased investments from multiple players of the ecosystem will fuel growth.” On a country-by-country basis, the United States is believed to remain "the single most

Apple Retakes Top Spot in Global Wearables Market

Apple has retaken the lead in the global wearable band market thanks to strong Apple Watch shipments in the third quarter of this year, according to new research data from Canalys. According to the data, Apple shipped 3.9 million units in Q3 2017, compared to 2.8 million the year previous. Those figures gave the tech giant 23 percent of the market, placing it marginally ahead of the 21 percent recorded for Xiaomi, which briefly held the number 1 spot for the first time the previous quarter. Canalys estimates that the new Apple Watch Series 3 LTE accounted for only 800,000 shipments because of constrained supplies. "Strong demand for the LTE-enabled Apple Watch Series 3 has dispelled service providers' doubts about the cellular smartwatch not appealing to customers," said Canalys Analyst Jason Low. Despite strong shipments, the Apple Watch Series 3 did not reach its full potential in Q3. It suffered limited availability as demand outstripped supply in major markets. Service providers had underestimated demand for the new Apple Watch.According to Low, customers in China have so far been driven away by service disruption, therefore operators need to not only bring in more stock, but also work on their service coverage to cater for expected higher demand in the fourth quarter. Xiaomi and Fitbit, which shipped 3.6 million and 3.5 million wearable bands respectively, also appear to have bucked the trend of a traditionally weaker Q3 by posting quarter-on-quarter growth. However, despite increased smartwatch shipments, Canalys estimates waning demand for basic bands

iPhone X Should Push Apple Ahead of Samsung as World's Largest Smartphone Maker

Apple will dethrone Samsung as the world's largest smartphone maker in the fourth quarter of 2017, on the strength of strong iPhone X demand, according to Taiwanese market research firm TrendForce. TrendForce estimates Apple will record 19.1 percent market share in the quarter, encompassing the busy holiday shopping season, which would be slightly ahead of Samsung's estimated 18.2 percent market share. Chinese vendors Huawei, OPPO, and Xiaomi are expected to round off the top five. The feat would be impressive as always given that Samsung sells over a dozen different smartphone models, including some as cheap as $200, whereas Apple primarily caters to the high-end market beyond the iPhone SE for $349.Samsung is expected to slightly scale back the production of its high-end models in the fourth quarter as the brand is seeing the sales of its smartphones being squeezed by the strong demand for Apple's latest iPhone devices. TrendForce estimates that Samsung's fourth-quarter total volume will come to 77 million units, a 5% drop from the third quarter.The fourth quarter has always been the strongest for Apple, given it launches new devices in the fall, allowing it to surpass Samsung in the year-ago quarter as well. Samsung's Galaxy S8 and Galaxy S8+ were released back in April, so sales momentum is likely beginning to decline for those devices. Meanwhile, market research firm Canalys estimates the iPhone 8 Plus outpaced the iPhone 8 last quarter with shipments of 6.3 million units and 5.4 million units respectively. Canalys said the iPhone 8 Plus is the first

Another Study Shows Non-iOS Tablets Surpassing iPad in Global Market Share

Research firm Canalys has for the first time found that non-iOS tablets have surpassed the iPad in global market share. While Apple still holds the biggest market share by a single manufacturer with 42.7%, tablets from Samsung, Amazon, Lenovo, Acer and others have combined to pass the company in total market share with a combined 57.3% of the tablet market. This compares to the year-ago quarter where Apple held 71.2% of the tablet market share, compared to other manufacturers who combined for 28.9% of the market. In total, worldwide tablet shipments grew to 34.2 million tablets in Q2 2013, up from 23.9 million in the year-ago quarter. Apple’s decline in shipments and share has been partly attributed to its aging portfolio. But Canalys believes that new product launches will have less impact on its shipments in future. ‘When Apple does decide to refresh its iPad range it will not experience the buzz of previous launches,’ said Canalys Analyst James Wang. ‘Tablets are now mainstream products and hardware innovation is increasingly difficult. With branded Android tablets available for less than $150, the PC market has never been so good for consumers, who are voting with their wallets.’ The move to smaller tablets has sparked a price war that has real consequences for the entire supply chain. These products generate little absolute margin for channel partners, vendors or component manufacturers. Content, applications and accessories (especially cases and keyboards) are now even more important to boost margins – areas where Apple remains a leader.While Canalys saw Apple's

iPad Drives Apple to Perch Atop List of Top-Selling PC Manufacturers

Late last year, research firm Canalys predicted that Apple might become the world's largest PC manufacturer during the fourth quarter of 2011 if tablets were counted alongside more traditional computers. With the major firms now having reported their sales numbers for the quarter, Canalys has pieced together the numbers to confirm that Apple has indeed taken the lead on the strength of the iPad.Canalys today announced that Apple, after reporting stellar results, became the leading worldwide client PC vendor in Q4 2011. Apple shipped over 15 million iPads and five million Macs, representing 17% of the total 120 million client PCs shipped globally in Q4. Overall, the total client PC market, including desktops, netbooks, notebooks, and pads grew 16% year-on-year. Excluding pads, the client PC market declined 0.4%.The report notes that tablets such as the iPad accounted for 22% of PC sales during the quarter, with the Amazon Kindle Fire and Barnes & Noble Nook also contributing to the strong tablet performance. Based on data from Canalys and other research firms, it appears that the iPad would have been able to top the list even without the help of the Mac, which itself achieved record sales during the quarter. Apple sold 15.43 million iPads during the quarter, with Canalys, Gartner, and IDC all pegging non-tablet market leader HP's shipments between 14.7 and 15.3 million units. Whether or not iPads and other tablets should be counted as PCs has become a vigorous debate as observers take differing views on how "personal computers" should be defined. But with Apple