Smartphones are the hottest gadgets in the world. But who's the biggest smartphone maker? We don't really know.
Samsung, Apple's chief competitor, gives only vague indications of how many it makes, which means industry watchers come up with widely diverging estimates. Apple reports its iPhone sales down to the thousands. In the January to March period, it shipped 35,064,000. South Korea's Samsung Electronics may have sold 32 million, 37.5 million or 44.5 million, depending which analyst you believe. The company refuses to say.
What's at stake, of course, are bragging rights. More accurate sales figures from Samsung would also be useful to competitors and to partners such as wireless carriers and retailers.
When it reported first-quarter results last week, Samsung said overall phone shipments (including "dumb" phones) were down more than 10 per cent from the fourth quarter, and that smartphone sales were about the same percentage of the company's overall sales as before.
Samsung hasn't reported any hard sales figures in a long time, so analysts are applying these vague hints to their own estimates, which are based on hints from previous quarters.
There's even a debate about what Samsung's few guideposts mean. Jan Dawson, an analyst at Ovum, says analysts are split over the interpretation of Samsung's reported "300 per cent" increase in smartphone sales in the third quarter of 2011, over the third quarter of 2010. A 300 per cent increase means a quadrupling, but did Samsung mean that? Or did sales triple, and they made the common mistake of calling that a "300 per cent increase?"
Wayne Lam, an analyst with IHS iSuppli, likens the process of estimating Samsung sales to "using compasses instead of GPS". His estimate for first-quarter smartphone sales is 32 million, which would put Samsung behind Apple.
IDC, a research firm that tracks phone sales, postponed the release of its quarterly phone sales ranking. It was scheduled for just after Samsung's report, but analyst Ramon Llamas said "additional insight" was needed.
Analysts agree that in overall phone sales, including non-smart ones, Samsung outdid long-time No 1 Nokia in the first quarter. But they differ on the margin of victory. Finland's Nokia said it sold 82.7 million phones. ABI Research's Michael Morgan puts Samsung at 83.4 million. Strategy Analytics has it at 93.5 million.
Samsung is not alone in espousing vagueness. Taiwan-based smartphone maker HTC recently stopped reporting how many phones it makes, possibly because its sales are in decline.
"The bottom line is Samsung and Apple are definitely consolidating at the top," Lam said.
- AP
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