Apple’s results were in line with lowered guidance that CEO Tim Cook provided on Jan. 2, when the company said a significant slowdown in China and supply constraints are limiting growth. Read more…

Apple Metrics from Conference Call:

Paid subscribers to Apple Music: 50 million

Apple News readers in the United States, United Kingdom and Australia: 85 million (up from 70 million in 2016).

Apple Pay transactions doubled to 1.8 billion in 2018.

Installed base of Apple devices: 1.4 billion, up 100 million from a year earlier, including 900 million iPhones.

Higher levels of screen time among toddlers were associated with slower mental development, according to a study cited by JAMA Pediatrics.

About 98% of U.S. children ages 0 to 8 years live in a home with an internet-connected device and spend more than two hours a day on average looking at screens, according to Common Sense Media.

Children who observe screens without an interactive or physical component are more sedentary and aren’t practicing gross motor skills, such as walking and running. Screens can also disrupt interactions with caregivers by limiting opportunities for verbal and nonverbal social exchanges, which are essential for fostering optimal growth and development.

Global sales of smartphones to end users grew 1.4 percent to 389 million units in the third quarter from a  year earlier, according to Gartner Inc.

Worldwide Top 5 Smartphone Sales to End Users by Vendor in 3Q18 (Thousands of Units)

Vendor 3Q18Units 3Q18 Market Share (%) 3Q17Units 3Q17 Market Share (%)
Samsung 73,360.1 18.9 85,605.3 22.3
Huawei 52,218.4 13.4 36,501.8 9.5
Apple 45,746.6 11.8 45,441.9 11.8
Xiaomi 33,219.7 8.5 26,853.2 7.0
OPPO 30,563.4 7.9 29,449.2 7.7
Others 153,960.0 39.6 159,742.0 41.6
Total 389,068.2 100.0 383,593.4 100.0

Source: Gartner (December 2018)

The U.S. smartphone market shrank 7 percent in the third quarter from a year earlier, according to Counterpoint Research.

Apple was the leading U.S. smartphone maker with a market share of 39 percent in the third quarter, little changed from the 40 percent of the prior quarter.

US Smartphone Shipments Market Share (%) 3Q17 4Q17 1Q18 2Q18 3Q18
Apple 33% 44% 37% 40% 39%
Samsung 23% 19% 26% 25% 25%
LG 18% 14% 14% 16% 17%
Motorola 5% 5% 4% 5% 8%
Others 21% 18% 19% 14% 11%

Source: Counterpoint Research

Smartphone shipments fell 6 percent to 355.2 million units during the third quarter from a year earlier, the fourth straight quarter of declines, according to International Data Corp.

 

Top 5 Smartphone Companies, Worldwide Shipments, Market Share, and Year-Over-Year Growth, Q2 2018 (shipments in millions of units)
Company 3Q18 Shipment Volumes 3Q18 Market Share 3Q17 Shipment Volumes 3Q17 Market Share 3Q18/3Q17 Change
Samsung 72.2 20.3% 83.3 22.1% -13.4%
Huawei 52.0 14.6% 39.1 10.4% 32.9%
Apple 46.9 13.2% 46.7 12.4% 0.5%
Xiaomi 34.3 9.7% 28.3 7.5% 21.2%
OPPO 29.9 8.4% 30.6 8.1% -2.1%
Others 119.9 33.8% 149.8 39.6% -19.9%
Total 355.2 100.0% 377.8 100.0% -6.0%
Source: IDC Quarterly Mobile Phone Tracker, November 1, 2018