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Yes, his link (me) realizes that. The point of the graphs is that Apple is the only manufacturer growing significantly relative to the market, so to call them dead in water is ridiculous.

Also, the share growth for all phones is relevant, because smartphones are almost certainly the largest component of that. Absent a breakdown of Samsung's growth by phone category, the most generous way to evaluate their smartphone share growth is to make the simplifying assumption that all of Samsung's growth comes from smartphones. Even then, their growth is a fraction of iPhone's growth and the point is made.




Apple's not been growing relative to the US smartphone market though. It's been flat for a year (while Android has taken share rapidly) which, despite the ominous overtones, is what "dead in the water" means, a ship without wind not going anywhere (sales still need to rise about 60% to keep up with market growth so the analogy isn't perfect, but they rarely are).

What you seem to be missing is that makers of both types of phone are losing share in dumbphones, even as they gain share in the more lucrative smartphone market.

If you had numbers for smartphones only, it's likely that about 4 or 5 companies would have higher growth than Apple. Almost certainly in the case of the second graph, because Apple has a higher marketshare and the same mathmatical trick that makes them look good against the Samsung who sell 1 in 4 phones, would make them look bad against the samsung that used to have 5% of the smartphone market but are catching up to and probably overtaking Apple soon.


Yes, you're right. My preceding comment ignores the shift from dumb to smartphones.

But seriously, read what I wrote in the post. This internal shift of mix between smartphones and dumbphones, or the rise of many Android manufacturers who aren't in the top 5 (e.g. HTC) is exactly the point. I wonder whether the intent of the "switchers" from dumbphone to smartphones all have the same intent to run apps.

I also noted and amplified the rapid Android share growth using the same "mathematical trick" you mention.




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