Samsung out-shipping Apple 2-to-1.
Apple is falling sharply behind Samsung in smartphones as Samsung out-shipped Apple 2-to-1 in the quarter, according to IDC.
IDC estimated Samsung’s Q2 shipments at 50.2m units with a market share of 32.6. Apple says it sold 26m iPhones in Q2. and Apple’s market share was 16.9%.
Strategy Analytics estimated Samsung’s Q2 units at 50.5m with market share of 34.6%
IDC put the Q2 smartphone market at 146m units representing 32% y-o-y growth.
Earlier this week Apple’s shares fell after sales of its iPhone 4S sagged, as consumers waited for iPhone 5 expected in October.
However, with Qualcomm saying it can’t get 28nm chips in sufficient numbers to meet demand until the end of this year, there is talk that iPhone 5 could be delayed – even into 2013.
That would be a disaster for Apple. Samsung, of course, has plenty of 28nm fab capacity of its own.
What price now for all those statements by Wall Street analysts that: ‘plain vanilla CMOS is a commodity obtainable from any foundry’?
Suddenly fabbing has become the key to success.