IDC: Apple iOS device sales are growing twice as fast as Android

Total 5G smartphone shipments are expected to grow to 570 million units, up 123.4% from last year.

From "Global Smartphone Shipments Continue to Grow Led by Strong Recovery in Many Emerging Markets, According to IDC" posted last week:

While the supply chain situation hasn't drastically improved, the smartphone market has shown positive results in recent quarters. According to the International Data Corporation (IDC) Worldwide Quarterly Mobile Phone Tracker, shipments of smartphones are expected to grow 7.4% in 2021, reaching 1.37 billion units, followed by 3.4% growth in 2022 and 2023, respectively.

The 7.4% growth can be attributed to a healthy 13.8% growth from iOS devices combined with 6.2% growth from Android...

5G shipments continue to be a primary driver of 2021 growth as both vendors and channels focus on 5G devices that carry a significantly higher average selling price (ASP) than older 4G devices. The ASP of a 5G smartphone will reach $634 in 2021, which is flat from $632 in 2020. However, 4G devices continue to witness a massive price decline as the ASP drops to $206, representing a nearly 30% decline from last year ($277). As a result, the total 5G shipment volume will grow to 570 million units, up 123.4% from last year. China will continue to lead the market with 47.1% of the 5G global market share, followed by the USA at 16%, India at 6.1%, and Japan at 4.1%. By the end of 2022, 5G units are expected to make up more than half of all smartphone shipments with a 54.1% share.

My take: How did I miss this last week? Thanks to Bart Yee for spotting it.


  1. Fred Stein said:
    And we’re just getting started with 5G. And growth in Apple Watch and Macs. And new silicon next year driving more upgrades. And services. And something in health.

    And the above is easily predictable. Surely there’s more.

    September 7, 2021
  2. Romeo A Esparrago Jr said:
    Yes, surely!
    But don’t call me Shirley.

    September 7, 2021
  3. Bart Yee said:
    Everyone thought Apple capitulated when they settled with Qualcomm over 5G modems back in April 2019. But that was far from true. Even with the head start Samsung and a few others had with 5G, countries and networks had just begun to implement 5G. And sales of the non-5G iPhone 11 were quite robust despite that omission. When 5G iPhone 12’s finally debuted, sales took off and have only recently tapered, pandemic or not, blowing by all other Android makers with 30% of the 5G market, OPPO at 15.8%, Vivo at 14.3% and Samsung in fourth with 12.5%. In the span of 6-9 months, Apple completely disrupts, dominates and validates the 5G smartphone market and with high end phones to boot. More of the same is coming with the iPhone 13, newly discounted 12’s, and rebounding world economies.

    September 7, 2021
    • Currently at $157.15, with over 50 million shares changing hands today, Bart so I’d say quite a few investors are sharing your sentiment today!

      September 7, 2021
  4. Kirk DeBernardi said:
    I smell a record setting Dec quarter.

    September 7, 2021
  5. Jerry Doyle said:
    Jerry D’s PT is $175 by earnings call Q1 January, 2022. Jerry D’s bullish estimate is $175 by EoY, 2021. Geaux  🙂

    September 7, 2021

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