Apple collected record 51% of global smartphone revenue in Q4; iPhone had strong Q4 in China

Apple collected record 51% of global smartphone revenue in Q4; iPhone had strong Q4 in China
Securities house Morgan Stanley said today that Apple had a strong showing in China during the fourth calendar quarter of 2017. On a sequential basis, Apple's handset shipments rose 12% during the final three months of last year, compared to the third quarter results. During the same time period, deliveries of Android phones declined 17% in China. But Morgan Stanley adds that overall iPhone growth in the country is slowing as Android users upgrading to a new phone are choosing models produced domestically from Huawei and Oppo.

Analysts at the brokerage firm say that Chinese phone manufacturers are looking to increase their share of the mid-range market at home. To do this, these companies are lowering the price of their handsets. That in turn results in lower sales for older, lower priced iPhone units like the Apple iPhone 6. One device that stands out is the Apple iPhone X. The premium ten-year anniversary model now has 3% of the iPhone active installed base in China, and that number is rising. That figure compares favorably to the 1.36%  that belongs to the iPhone 8 and the 2.63% that is owned by the iPhone 8 Plus.

For the four weeks ended January 14th, the iPhone made up 20.6% of active phones in the country. That is down from the 21.8% share of active phones in China owned by Apple during the previous four-week period ended December 31, 2017.

Another report released today, this one from Strategy Analytics, said that Apple set a new record by collecting 51% of global smartphone wholesale revenue during the fourth quarter of 2017. That amounted to $61.14 billion. Certainly the iPhone X had a lot to do with that record setting performance. During the same quarter in 2016, Apple had 48.5% of the wholesale market. Samsung also saw its global wholesale smartphone market share rise from 14.5% in Q4 2016, to 15.7% in Q4 2017. Huawei was third with a 7% slice of the wholesale smartphone pie from October through December. Overall, fourth quarter 2017 wholesale smartphone receipts rose 7.5% year-over-year to $120.2 billion from $111.8 billion.

Apple had a record share of fourth quarter smartphone wholesale revenue according to Strategy Analytics

Apple had a record share of fourth quarter smartphone wholesale revenue according to Strategy Analytics


source: StrategyAnalytics, FastCompany

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32 Comments

1. IAMBLCKJ3ZUS

Posts: 401; Member since: Sep 29, 2015

Am I the only one that thinks it's strange that we compare Apple a company that only makes iOS products to Android oems which there are 100's? Who don't even own are make Android? In that case compare global Android sales to Apple.

3. kiko007

Posts: 7493; Member since: Feb 17, 2016

Would doing so even amount to anything meaningful? It's not like the premise of this particular article would change much... if at all.

34. tedkord

Posts: 17182; Member since: Jun 17, 2009

Neither is meaningful.

4. Finalflash

Posts: 4063; Member since: Jul 23, 2013

You have different categorizations available and they have broken down the numbers by manufacturer above. The simple comparison here is that Apple is selling (revenue wise) as much as the rest of the industry combined. TLDR: iFans paid more than the rest of the industry combined for far less.

7. kiko007

Posts: 7493; Member since: Feb 17, 2016

Why do you actively make an ass of yourself at ever possible opportunity? Why can't you look at the factual data for what it is and NOT add your inflammatory opinions to everything? Seriously, what are you accomplishing by adding that crap at the end?

10. meanestgenius

Posts: 21578; Member since: May 28, 2014

He’s trolling iPhone fans and trying to incite a flame war. Judging by his comments, it’s all he does here. It boggles my mind how Android fanboys (I say fanboys because they are different from actual fans) just cannot seem to grasp the fact that people like something other than Android. Everyone doesn’t want or need Android, and that’s evident by the people that use iOS. For example, I’m extremely happy to be off of Android now and using iOS (iPhone 8 Plus) as my primary Smartphone OS of choice.

14. darkkjedii

Posts: 30880; Member since: Feb 05, 2011

I’ll continue using both, but with android (via Note 8) as my daily driver. All this hissy fitting will change nothing. iOS is a great OS, that for me lacks a few things. Android is a great OS, that for me lacks a few things. I have never, and never will disrespect anyone for their choice. Can’t go wrong with either OS. Enjoy your tech.

18. meanestgenius

Posts: 21578; Member since: May 28, 2014

Exactly, my dude. It’s the fanboys that hate on others for their choice that ruin it for everyone, and there are fanboys on both sides of the fence.

20. darkkjedii

Posts: 30880; Member since: Feb 05, 2011

Yep...big time. Finalflash is the Bazarro of Piyath for instance.

28. Finalflash

Posts: 4063; Member since: Jul 23, 2013

LOL. Not gonna lie, it's just to trigger the hardcore Apple fans. It's a bit too easy and it's always the same group. Fact of the matter is that this site has gone down hill for a while content wise. They lost all their good writers, got a bunch of biased non-english speakers instead, added 30 ads to every page (most being predatory ads), and the discourse went to hell along with all that and the new population of trolls it has attracted. Honestly, I hold no enmity for the Apple fans or otherwise. But do you honestly see the terrible write ups and inflammatory headlines and think "Hmm, let me go and add positively to this in the hopes that management will realize their mistake and improve this pile of garbage". Have some fun and don't take it too seriously. When I see a decent write up I will treat it with respect. That John Velesvo guy gives me hope but they need to do more. Until then, I will keep baiting the hardcore mob any chance I get.

15. darkkjedii

Posts: 30880; Member since: Feb 05, 2011

But what if they’re happy, and satisfied with their purchase? Isn’t being happy with what you buy, what its all about? How can it be less, if it’s what they want?

5. rouyal

Posts: 1573; Member since: Jan 05, 2018

Why? Companies are trying to make the most money, not have a pissing contest of who has larger unit sales

2. cncrim

Posts: 1583; Member since: Aug 15, 2011

Hey, 51% is very good, so what is profit compare previous Quarter peak?

6. kiko007

Posts: 7493; Member since: Feb 17, 2016

These companies are making a lot of money on products that (a decade ago at least) weren't considered all that mandatory. When I was in High school, most kids either had flip phones or nothing, and were doing just fine without them. Then BOOM... smartphone revolution. By the time I graduated, everyone had a Touchscreen smartphone strapped to the gills with cool stuff. Now it seems like the smartphone era is at it's peak both financially and innovation wise; who knows where it'll go from here. Hopefully somewhere relatively exciting.

8. AxelFoley unregistered

You're a young lad. Cool guys had pagers in my day.

9. kiko007

Posts: 7493; Member since: Feb 17, 2016

I've never seen a pager in person before, unfortunately. But my Uncle said it made him feel important whenever he used his, so it must've been really cool back in the day.

11. meanestgenius

Posts: 21578; Member since: May 28, 2014

Yeah, using a pager was really cool back in the day. Especially when they introduced the Alpha-Numeric pagers. I absolutely loved mine. Still have it to this day. It was made by Motorola.

16. darkkjedii

Posts: 30880; Member since: Feb 05, 2011

I had one , my number was 7026954799 lol. I still remember that number.

17. darkkjedii

Posts: 30880; Member since: Feb 05, 2011

In 1992

12. meanestgenius

Posts: 21578; Member since: May 28, 2014

When it comes to Smartphone revenue, Apple simply owns the market. Can’t question this fact. While Android is the king Smartphone unit sales, there is not one Android OEM that would not trade places with Apple in an instant if they could, as far as revenue goes. Good job, Apple.

13. gamehead unregistered

50%. Well damn

19. worldpeace

Posts: 3102; Member since: Apr 15, 2016

less product sold + more overpriced product = more profit That's a simple math, and I'm not sure why sheeple congratulate Apple, when Apple rape their wallet harder this quarter :-/

21. iushnt

Posts: 3069; Member since: Feb 06, 2013

What about more products sold + overpriced products? That’s what Apple is doing now.

27. midan

Posts: 2595; Member since: Oct 09, 2017

What are you talking about? Apple was number one in q4 units sales wise too.

29. cocoy

Posts: 455; Member since: Oct 30, 2015

It's a matter of choice dude. If you have money and you want something that's not easy to justify.

22. LouisMariano5

Posts: 62; Member since: Sep 22, 2014

really? how is this possible when iPhone sales especially the X were said to be horrible AND if sales are so wonderful why are the discontinuing the iPhone x? LOL i love how these BS stories come out right before samsung's unveiling.... LMAO!

31. c.m.s

Posts: 222; Member since: Dec 10, 2017

Not sure if you are serious but if you are you might want reconsider the sources you trust. The numbers are in, fact is that iPhone X sold very well. The analysts that estimated it would not was wrong (as so many times before). There are many reasons Apple perhaps don’t want to sell the X at a lower price together with the 2018 models.

26. CreeDiddy

Posts: 2133; Member since: Nov 04, 2011

Considering a weak launch by Apple this spells trouble for Android manufacturers that are trying to make money in 2018. The 8 and 8 Plus were nothing more than a 7S update. The X released super late in 2017 and still pulled off those numbers. The Xs, Xs Plus and 6.1 will propel Apple’s sales beyond 90 million in one quarter...prediction is 245 million in sales for this year.

30. mrochester

Posts: 953; Member since: Aug 17, 2014

I’ve said it before and I’ll say it again, Apple are a net-positive all around. Apple make amazing products that people love (customer satisfaction rates and sales numbers) AND Apple makes a huge amount of money from them. It’s win win for consumer and Apple as everyone benefits. In contrast to Android OEMs who make products that sell far worse, have worse customer satisfaction levels, and make hardly any money (if any). These are the manufacturers that need to go out of business, or drastically change their business strategy to be more like Apple.

32. midan

Posts: 2595; Member since: Oct 09, 2017

You said it very well why all the Apple news comment sections are filled with bitter Android fans. Android fans just can't accept that people can be so happy using products, sametime android fans are frustrated with their products and switching to another and hoping it makes them happy, but it's not happening, they change and change and are never happy. Android fans pay way too much attention to negative things, sgodsell is one of the best examples about that.

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