Mobile // Mobile Devices
Commentary
8/10/2012
09:49 AM
Eric Zeman
Eric Zeman
Commentary
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Apple Sold 24 Times More Tablets Than Samsung

Apple vs. Samsung trial documents show that Apple's iPad has crushed sales of Samsung's Galaxy tablets in the U.S. to date.

Apple iPhone 5 Vs. Samsung Galaxy S III: What We Know
Apple iPhone 5 Vs. Samsung Galaxy S III: What We Know
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Court documents show that Apple sold 34 million iPads in the U.S. between its 2010 debut and the start of Apple's patent lawsuit against Samsung. Those 34 million iPads generated a crazy $19 billion in revenue for Apple.

During the same time period, Samsung sold just 1.4 million Galaxy-branded tablets. That includes both the original Galaxy Tab and the Tab 10.1. Those tablets created about $644 million in revenue for Samsung. The court documents were first posted by AllThingsD.

Comparing Apple's 34 million device unit sales to Samsung's 1.4 million device unit sales means Apple sold 24 times as many iPads as Samsung sold Galaxy Tabs. Apple's $19 billion in revenue compared to Samsung's $644 million in revenue means Apple made 29.5 times more money than Samsung on its tablet business in the United States.

Poor Apple.

Comparing smartphone sales isn't as favorable to Apple, but Apple's still whipping Samsung in U.S. smartphone sales.

Between June 2007 and June 2012, Apple sold 85 million iPhones in the U.S. That amounts to $50 billion in revenue just from the iPhone (original, 3G, 3GS, 4, 4S) over that five-year period.

Looking at just two years of similar data from Samsung, the company sold a total of 21.25 million smartphones between June 2010 and June 2012. Those sales generated $7.5 billion in revenue for Samsung. Keep in mind, this includes all the smartphones sold by Samsung, which is more than two dozen different models.

[ What do you think about the Apple-Samsung lawsuit? See Apple-Samsung Case Hurts You, Me, The Economy. ]

The same June 2010 to June 2012 period for Apple shows total sales of 60 million iPhones, or about three times as many as Samsung's 21 million in sales.

Breaking down individual unit sales for Samsung's devices shows some really interesting trends. For example, Samsung's best-selling device in the U.S. for that two-year period was the Galaxy Prevail with 2.25 million units sold. It is followed by the Epic 4G with 1.89 million units sold, and the Epic 4G Touch (Galaxy S II variant), which sold 1.67 million units.

Taken together, sales of the Galaxy S II--which was sold by AT&T, Sprint, T-Mobile USA, and Verizon Wireless--managed to total 4.1 million units. The Galaxy S II is one of the devices being targeted by Apple during the trial.

Based on this data, Apple is doing better than Samsung in the U.S. in terms of device sales and revenue. The question Apple wants answered is: How much better would it have done had Samsung not copied its designs?

When you look at Apple's bank account and cash reserves, it's hard to see why that question matters so much.

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jasonscott
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jasonscott,
User Rank: Strategist
8/13/2012 | 7:32:40 PM
re: Apple Sold 24 Times More Tablets Than Samsung
The question here isn't so much "What sales DID Apple lose out on?" but rather "What sales WILL Apple lose out on, in the future?"

The sales reports -- particularly for smartphones, but for tablets, too -- indicate that sales of Samsung devices have been rapidly accelerating in the last few quarters, worldwide. Apple obviously doesn't like that trend.

So, Apple's logical argument is that Samsung's act of copying the iPhone design and interface will cost Apple sales in the long run -- not just that it has cost them sales so far. Certainly, Apple will want damages for the sales Samsung has racked up so far, but it's really eye-ing the bigger picture: the future.
melgross
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melgross,
User Rank: Ninja
8/10/2012 | 10:33:41 PM
re: Apple Sold 24 Times More Tablets Than Samsung
That 2 million number you're quoting isn't theirs. It's a guess by IDC. The actual numbers for US sales are correct. They wouldn't be so stupid as to submit a false sales sheet. What this actually means it that it's most likely that the guesses made by companie's like IDC are way too high.
hlubinv8l
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hlubinv8l,
User Rank: Apprentice
8/10/2012 | 5:11:55 PM
re: Apple Sold 24 Times More Tablets Than Samsung
Samsung sold 2,391,000 tablet computers worldwide in Q2 2012, yet they claim that they only sold 37,000 in the US during that period. That is only a bit more than 1% of their worldwide sales!

It seems that Samsung is under-reporting their sales (i.e. lying) to try to minimize the penalties they will face at the end of this trial.
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