France, Korea, India: Three countries where the iPhone 11 is not No. 1

From Counterpoint Research's "Top 5 Smartphone Model Share For 8 Countries," datelined Aug. 13.

An addendum to "Where in the world the iPhone 11 is No. 1," thanks to friend-of-the-blog Bart Yee.

apple counterpoint not iphone

apple counterpoint not iphone

apple counterpoint not iphone

Ex Bart Yee: Interestingly, the data goes back quite a ways (to July 2018), and the January 2020 and October 2019 charts show the strength of Apple's iPhone 11 series introduction in all markets including S. Korea and excepting India where phone sales rule on affordability.

[Meanwhile,] the iPhone 11 introduction ruled all major markets in the West. No wonder the entire smartphone market cringes when new Apple iPhones are introduced.

12 Comments

  1. Mordechai Beizer said:
    Is this surprising? Koreans favor Samsung, their national champion. Indians favor a budget Chinese phone (Redmi is a brand of Xiaomi), and the French have an anti-American streak that causes them to buy Samsung over Apple.

    1
    August 17, 2020
    • Bart Yee said:
      @Mordechai Beizer For France and S. Korea, not true for Quarters following Apple iPhone introductions if Counterpoint’s research is accurate. The above is April 2020 quarter (roughly) info. See my reply to Fred Stein regarding France. Below is S. Korea data:
      April 2020
      Korea Model Share
      Rank Model %
      1 Samsung Galaxy A90 5G 11%
      2 Samsung Galaxy S20 Plus 5G 10%
      3 Samsung Galaxy S20 5G 10%
      4 Samsung Galaxy A50 9%
      5 Samsung Galaxy A10e 8%
      (quarter during and after Galaxy S20 introduction – note it sold decently in S. Korea partly because the pandemic didn’t hit too hard in S. Korea. However, the S20 line has sold terribly worldwide so far).

      January 2020
      Korea Model Share
      Rank Model %
      1 Apple iPhone 11 11%
      2 Samsung Galaxy Note 10 5G 7%
      3 Samsung Galaxy Note 10 Plus 5G 7%
      4 Apple iPhone 11 Pro 7%
      5 Samsung Galaxy A90 5G 5%
      (iPhones 18% vs top 5’s 37%)

      October 2019
      Korea Model Share
      Rank Model %
      1 Apple iPhone 11 11%
      2 Apple iPhone 11 Pro Max 9%
      3 Apple iPhone 11 Pro 6%
      4 Apple iPhone XR 3%
      5 Samsung Galaxy A40 3%
      (like France, after the iPhone 11 introduction in September, iPhones garnered 29% vs the top 5’s 32%)
      So again, iPhone introduction takes up, even in S. Korea, 18-29% of smartphone market for 4-6 months after iPhones introduced, then fades when Samsung introduction happens in Feb.-Mar. through to next iPhone introduction.

      0
      August 17, 2020
  2. Fred Stein said:
    @Bart Yee, may we see trend data in France for iPhone? At last Q report, Tim Cook reported very high new-to-Phone buyer percents. Merci.

    Apple is gaining IB in “PCs”, tablets, and SmartPhones. Watches? No contest.

    1
    August 17, 2020
    • Bart Yee said:
      @ Fred
      I can’t copy over the charts so I’ll give you the listed %’s for France each quarter:
      2020 April
      France Model Share
      Rank Model %
      1 Samsung Galaxy A51 8%
      2 Apple iPhone 11 7%
      3 Huawei P30 Lite 4%
      4 Xiaomi Redmi Note 8T 3%
      5 Huawei P Smart 2020 3%
      (iPhones 7% vs top 5’s 25%total)

      2020 January
      France Model Share
      Rank Model %
      1 Apple iPhone 11 11%
      2 Apple iPhone 11 Pro Max 8%
      3 Apple iPhone 11 Pro 6%
      4 Samsung Galaxy A50 4%
      5 Samsung Galaxy A40 4%
      (iPhones 25% vs. top 5’s 33%)

      2019 October
      France Model Share
      Rank Model %
      1 Apple iPhone 11 11%
      2 Apple iPhone 11 Pro Max 9%
      3 Apple iPhone 11 Pro 6%
      4 Apple iPhone XR 3%
      5 Samsung Galaxy A40 3%
      (iPhones 29% vs. top 5’s 32%)

      I’d say iPhone introductions in France likely take up 25-33% of the entire smartphone market for almost 4-6 months after introduction.

      0
      August 17, 2020
  3. Gregg Thurman said:
    This morning I placed what I believed was a stink bid for AUG 21 $450/$455 @ $3.15. My order calculator said $3.35. But then AAPL drifted into Fill territory. Just waiting for the queue ahead of me to be emptied.

    1
    August 17, 2020
  4. Gregg Thurman said:
    Order Filled. ROI 58.05% (assuming successful trade).

    …and now down to $3.10. My Order wasn’t stinky enough.

    1
    August 17, 2020
  5. Paul Brindze said:
    Anyone see a clue on this mornings sell off?

    Looks to me like a big player moving money out.

    1
    August 17, 2020
    • David Emery said:
      When AAPL splits, index funds will have to move shares to rebalance, right? Am I correct that DJIA trackers will have to sell AAPL, since AAPL will be percentage-wise a smaller part of DJIA?

      0
      August 17, 2020
      • Paul Brindze said:
        Good catch, David.

        But are Dow index funds a significant player in AAPL?

        0
        August 17, 2020
        • David Emery said:
          A LOT of people have Vanguard index funds of various persuasions.

          0
          August 17, 2020
          • Paul Brindze said:
            True .. but I am not sure if Vanguard (or much of anyone else .. except for an EFT or two) does a Dow Index fund.

            0
            August 17, 2020
            • Bart Yee said:
              @Paul True, the only index fund which directly tracks the DJIA is the SPDR DOW JONES INDUSTRIAL AVG ETF (DIA). This tracks only the 30 DJIA stocks.

              Most all other Vanguard indexes include much higher numbers of stocks in order to provide more diversification, typically running between 50-100 or more different stocks and tracking more like the Total Stock Market, Nasdaq 100, Russell 500 and 1000, and others.

              I agree that many index funds may need to “sell” portions of their AAPL stock if they rebalance after the split. I wouldn’t be surprised to see shares drop 2-5% post split. Guess who will be there to snap those shares up? Apple buys AAPL, plus any of us who were waiting for a dip. OTOH, there may be considerable demand from smaller retail investors who would keep a floor under the share prices. Probably a 3-10 trading session window to see what will happen, then everyone will be done and trading will more revolve around fundamentals and external news again.

              0
              August 17, 2020

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