Statista has just come out with
a devastatingly simple chart that explains a ton about the mobile
ecosystem as a whole. The chart itself breaks down the Q2 2014
smartphone shipments for each platform by price tiers. Some of the
things you'll notice were obvious before, like the fact that Apple flat
out doesn't ship low-end iOS devices. But, there is some other
interesting info if you combine this chart with some other recent data.
For example, data from Strategy Analytics recently showed that Android makers shipped a total of 249.6 million smartphones in Q2. Given that Statista
shows 19.82% of the Android ecosystem to be high-end, that adds up to
about 49.47 million high-end Android smartphones. On the other hand,
Apple shipped 35.2 million iPhones, and 84.6% of those were high-end,
meaning about 29.8 million high-end devices. Given how many Android
makers there are, and how many different high-end devices, it is pretty
impressive that all of those devices only add up to 20 million more
units than Apple alone. We have said many times that Apple and Google
are playing different games, and this is the proof. Google wants market
share, and Apple wants profits. So, Android may have about 85% of
smartphone shipments, but Apple is still extremely competitive in the
high-end market, which is where you find the majority of the profits.
Of
course, while the high-end market holds the profits, it has become
essentially saturated, and the low-end market is where you find the
growth opportunities. The majority of Windows Phone growth has come from
that low-end, which is why Microsoft has been doubling down on those
devices. The low-end market is how Android built itself up at first, and
Microsoft is hoping to do the same with Windows Phone, which is why you
see a very similar price tier breakdown between the two platforms.
source: Statista
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