Samsung leads smart connected device market with 21.8% share in Q3 2012

Telecom Lead India: Samsung is leading smart connected device market – PCs, tablets, and smartphones – with 21.8 percent share in Q3 2012.

Apple iPad mini

Apple is in second in shipments. Apple’s share is 15.1 percent. But it is leading all vendors in value with $34.1 billion in Q3.

Lenovo has a market share of 7 percent.

HP’s market share in smart connected devices market is 4.6 percent.

Sony has 3.6 percent share.

Samsung, Apple, and Lenovo have grown share over the past year.

HP has dropped its share from 7.4 percent in 3Q11 to 4.6 percent in 3Q12 with shipments declining -20.5 percent during that time.

Ryan Reith, program manager, Worldwide Mobile Device Trackers at IDC. “Apple and Samsung compete at the top of the tablet and smartphone markets. However, the difference in their collective ASPs is a telling sign of different market approaches. The fact that Apple’s ASP is $310 higher than Samsung’s with just over 20 million fewer shipments in the quarter speaks volumes about the premium product line that Apple sells.”

IDC said the worldwide smart connected device market grew 27.1 percent year-over-year in the third quarter of 2012 reaching 303.6 million shipments valued at $140.4 billion dollars.

Expectations for the holiday season quarter are that shipments will continue to reach record levels rising 19.2 percent over 3Q12 and 26.5 percent over the same quarter a year ago.

In Q4, shipments are expected to reach 362.0 million units with a market value of $169.2 billion dollars.

Holiday season growth will be driven by tablets and smartphones, which are expected to grow 55.8 percent and 39.5 percent year-over-year respectfully, while PCs are expected to decline slightly from this quarter a year ago.

IDC expects the worldwide smart connected device space will continue to surge well past the strong holiday quarter and predicts shipments to surpass 2.1 billion units in 2016 with a market value of $796.7 billion worldwide.

In 2011, PC’s – a combination of desktop and portable PCs – accounted for 39.1 percent of the smart connected device market. By 2016 it is expected to drop to 19.9 percent. Smartphones will be the preferred product category with share growing from 53.1 percent in 2011 to 66.7 percent in 2016. Tablets will also grow significantly with share growing from 7.7 percent in 2011 to 13.4 percent in 2016. The shift in demand from the more expensive PC category to more reasonably priced smartphones and tablets will drive the collective market ASP from $534 in 2011 to $378 in 2016.


Top 5 Smart Connected Device Vendors, Shipments, and Market Share, Q3 2012
(shipments in millions)
Vendor     3Q12 Unit
    3Q12 Market
    3Q11 Unit
    3Q11 Market
Samsung     66.1     21.8 percent     33.5     14.0 percent     97.5 percent
Apple     45.8     15.1 percent     33.1     13.9 percent     38.3 percent
Lenovo     21.1     7.0 percent     13.2     5.5 percent     60.0 percent
HP     14.0     4.6 percent     17.6     7.4 percent     -20.5 percent
Sony     11.0     3.6 percent     8.7     3.7 percent     25.4 percent
Other     145.6     48.0 percent     132.7     55.6 percent     9.7 percent
Total     303.6     100.0 percent     238.9     100.0 percent     27.1 percent
Source: IDC Worldwide Quarterly Smart Connected Device Tracker, December 10, 2012.


Smart Connected Device Market by Product Category, Shipments, Market Share, 2012-1016
(shipments in millions)
    2016 Unit
    2016 Market
    2012 Unit
    2012 Market
Desktop PC     151.0     7.2 percent     149.2     12.5 percent     1.2 percent
Portable PC     268.8     12.8 percent     205.1     17.2 percent     31.1 percent
Smartphone     1405.3     66.7 percent     717.5     60.1 percent     95.9 percent
Tablet     282.7     13.4 percent     122.3     10.2 percent     131.2 percent
Total     2107.8     100.0 percent     1194.0     100.0 percent     76.5 percent
Source: IDC Worldwide Quarterly Smart Connected Device Tracker, December 10, 2012.
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