Canalys has posted the smartphone shipment numbers that Tim Cook won’t.
Apple’s iPhone 7 was the world’s best-shipping smartphone in Q3 2017 [Apple’s fiscal Q4], with 13.0 million units shipped. The iPhone 6s was a distant second, after an uptick that resulted in 7.9 million shipments. Samsung’s Galaxy J2 Prime was third, with 7.8 million shipped, while Oppo took fourth and fifth place, with its A57 and R11 shipping 7.8 million and 7.2 million units respectively. Apple’s iPhone 8, which launched in mid-September, did not make the top five. Worldwide smartphone shipments reached 375.9 million, up 5.9% year on year.
Apple shipped 46.7 million smartphones in Q3 2017. The new iPhone 8 and 8 Plus accounted for 11.8 million of these. This falls well short of its predecessor, the iPhone 7 line, which topped 14 million in its first quarter. But while Apple shipped 5.4 million units of the iPhone 8, it shipped 6.3 million of the larger iPhone 8 Plus. This makes the iPhone 8 Plus the first iPhone Plus model to out-ship its smaller sibling in a single quarter.
Here’s how the vendors stacked up, with Samsung still No. 1:
My take: By now it’s pretty clear that tens of millions of customers were waiting for the iPhone X.