Apple Inc. v. Samsung Electronics Co. Ltd. et al
Filing
1557
Declaration of Xinying Valerian in Support of 1556 Opposition/Response to Motion,,,,,,,, filed byReuters America LLC. (Attachments: # 1 Exhibit A to Declaration of Xinying Valerian, # 2 Exhibit B to Declaration of Xinying Valerian, # 3 Exhibit C to Declaration of Xinying Valerian, # 4 Exhibit D to Declaration of Xinying Valerian, # 5 Exhibit E to Declaration of Xinying Valerian, # 6 Exhibit F to Declaration of Xinying Valerian, # 7 Exhibit G to Declaration of Xinying Valerian)(Related document(s) 1556 ) (Olson, Karl) (Filed on 8/2/2012)
EXHIBIT G
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Strong Demand for Smartphones in Second Quarter Continues to Drive the Worldwide
Mobile Phone Market, According to IDC
26 Jul 2012
FRAMINGHAM, Mass. July 26, 2012 – The worldwide mobile phone market grew 1% year over
year in the second quarter of 2012 (2Q12), as Samsung and Apple shipped almost half of the
world's smartphones. According to the International Data Corporation (IDC) Worldwide Quarterly
Mobile Phone Tracker, vendors shipped 406.0 million units in 2Q12 compared to 401.8 million units
in the second quarter of 2011.
Samsung and Apple have more than doubled their combined market share over the past two years,
which has created more distance between the companies and the competition. "Samsung and Apple
have quickly become the global smartphone heavyweights though both employ somewhat different
approaches to the market," said Kevin Restivo, senior research analyst with IDC's Worldwide
Quarterly Mobile Phone Tracker. "Samsung employs a 'shotgun' strategy wherein many models are
created that cover a wide range of market segments. Apple, in contrast, offers a small number of
high-profile models. While both companies have expanded their geographic presence in pursuit of
market share, the two companies will inevitably come into greater conflict as both try to generate
additional gains."
Market share gains will be harder to generate, however, if the worldwide smartphone market grows
at rates similar to the 42.1% year-over-year rate at which the market increased in 2Q12. This was
the lowest growth rate since the fourth quarter of 2009. Vendors shipped 153.9 million smartphones
in 2Q12 compared to 108.3 million units in 2Q11. The 42.1% year-over-year growth was one
percentage point lower than IDC's forecast of 43.1% for the quarter.
The spectre of further economic woes puts growth prospects for the mobile phone market at risk.
"With half of 2012 behind us, vendors are looking ahead to 2013 and how key markets – particularly
Europe and emerging markets – will play out," said Ramon Llamas, senior research analyst with
IDC's Mobile Phone Technology and Trends team. "Despite recent maneuvers to shore up several
countries within the Eurozone, the effectiveness of these efforts remains to be seen. Meanwhile,
emerging markets will continue to be strong contributors due to their sheer size and growth
trajectory, but how much they can offset potential declines in other countries is unclear."
Nonetheless, IDC expects long-term mobile phone and smartphone shipment demand to grow
steadily in 2012 and through the years ahead due to the central role mobile phones play in people's
lives. "For many users, the mobile phone has become the essential communications link to others
and to the world," noted Llamas.
Smartphone Vendor Highlights
Samsung extended its lead over Apple during the second quarter, taking advantage of Apple's
release schedule and launching its flagship Galaxy S III. In addition, Samsung experienced
continued success of its smartphone/tablet hybrid device, the Galaxy Note. As a result, Samsung
topped the 50 million unit mark and reached a new quarterly smartphone shipment record in a
single quarter. What remains to be seen is how the company’s smartphones will fare against Apple's
next-generation iPhone expected later this year.
Apple posted an expected sequential decline last quarter, similar to years past. The quarter-overquarter shipment decline came six months after it unveiled its latest iPhone. The decline is not
unusual as iPhone shipment volume is highest in the first two quarters after its release. The
company’s once-a-year release cycle usually results in two quarters of lower volumes leading up to
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the next-generation model introduction. Nonetheless, Apple made significant inroads into new
markets and segments, including smaller regional carriers and prepaid service providers.
Nokia smartphone business underwent another quarter of transition. Demand for Symbian and
MeeGo units declined, reaching levels not seen since 2005 though the company almost doubled its
Windows Phone shipments from the previous quarter. Nokia’s Lumia sales were not terribly affected
by Microsoft's Windows Phone 8 announcement, which will prevent current Lumia owners from
upgrading to the new mobile operating system. However, Lumia sales have remained steady and
key enhancements available on the new platform will eventually become available to current Lumia
owners. Nokia, however, has a long path to travel before it can reclaim previous volume levels and
challenge Apple and Samsung for smartphone supremacy.
HTC rebounded from its struggles in the two previous quarters to reclaim the number 4 spot in the
smartphone vendor rankings. Its relatively strong performance in the Asia/Pacific region allowed it
to climb back up the rank order as did the correction of its channel inventory issues. The company's
streamlined portfolio means future share gains will be predicated upon the success of its One
products.
ZTE climbed into the smartphone Top 5 for the first time thanks primarily to shipments of its lowercost entry-level smartphones in China, where it's based. However, the vendor has also grown its
international smartphone sales, particularly in the U.S. where its smartphones can be found under
other brands. Latin America is another source of significant smartphone growth for the vendor.
Despite impressive gains last quarter, brand equity may prove to be an issue for ZTE in future.
Strong brand recognition is a necessity if high-growth smartphone sales abroad are a priority for the
company.
Top Five Smartphone Vendors, Shipments, and Market Share, Q2 2012 (Units in Millions)
Source: IDC Worldwide Mobile Phone Tracker, July 26, 2012
Note: Vendor shipments are branded shipments and exclude OEM sales for all vendors.
SHARE
47380 VIEWS
CLIP
INFO | Chart by IDC
Top Five Total Mobile Phone Vendors, Shipments, and Market Share, Q2 2012 (Units in
Millions)
Vendor
2Q12 Unit
Shipments
2Q12 Market
Share
2Q11 Unit
Shipments
2Q11 Market
Share
Year-overyear Change
Samsung
97.8
24.1%
75.4
18.8%
29.7%
Nokia
83.7
20.6%
88.5
22.0%
-5.4%
Apple
26.0
6.4%
20.4
5.1%
27.5%
ZTE
17.7
4.4%
16.3
4.1%
8.6%
LG Electronics
13.1
3.2%
24.8
6.2%
-47.2%
Others
167.7
41.3%
176.4
43.9%
-4.9%
Total
406.0
100.0%
401.8
100.0%
1.0%
Source: IDC Worldwide Mobile Phone Tracker, July 26, 2012
Note: Vendor shipments are branded shipments and exclude OEM sales for all vendors.
For more information about IDC's Worldwide Quarterly Mobile Phone Tracker, please contact Kathy
Nagamine at 650-350-6423 or knagamine@idc.com.
About IDC
IDC is the premier global provider of market intelligence, advisory services, and events for the
information technology, telecommunications, and consumer technology markets. IDC helps IT
professionals, business executives, and the investment community to make fact-based decisions on
technology purchases and business strategy. More than 1,000 IDC analysts provide global, regional,
and local expertise on technology and industry opportunities and trends in over 110 countries
worldwide. For more than 48 years, IDC has provided strategic insights to help our clients achieve
their key business objectives. IDC is a subsidiary of IDG, the world's leading technology media,
research, and events company. You can learn more about IDC by visiting www.idc.com.
Contact
For more information, contact:
Ramon Llamas
rllamas@idc.com
508-935-4736
Kevin Restivo
krestivo@idc.com
416-673-2230
Michael Shirer
press@idc.com
508-935-4200
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