Apple's iPhone 4S may be top
sales dog at AT&T, Sprint and Verizon, but the company is still expected to
lag significantly behind rival Samsung in first-quarter smartphone sales.
Samsung will sell an estimated 41 million units this quarter, compared with
32.6 million for Apple and 12.6 million units for Nokia, according to Canaccord
Genuity analyst Mike Walkley. But Apple's smartphone numbers are currently
coming up roses in the U.S. According to Walkley, "the iPhone continues to
extend its market share gains ... [in] fact, we believe iPhones are outselling
all other smartphones combined at Sprint and AT&T and selling at roughly
equal volume to all Android smartphones at Verizon." Speaking of equal
volume, Walkley writes "cumulative Android smartphones may have
represented over 50 percent of total smartphone sales at Verizon for the first
time since the iPhone 4S launch."
That's a point glossed over by several
other sites focusing on the iPhone 4S triple-retailer sales rankings. "In
fact, our checks indicated sales of the iPhone 4S at Verizon were not as strong
in terms of total smartphone share at AT&T and Sprint," continues
Walkley, noting that this was probably because of LTE promotions at Verizon and
the iPhone 4's relatively recent launch on Verizon in February 2011. Still,
Walkley notes that "despite the LTE promotions at Verizon, the iPhone 4S
remained by far the top-selling smartphone at Verizon on an individual SKU
basis." For ranking wonks, Walkley writes: "Top-selling models
included the iPhone 4S at AT&T/Verizon/Sprint, the Samsung Galaxy S II at
AT&T/Sprint/T-Mobile, the Motorola Droid RAZR (MAXX) and Samsung Droid
Nexus at Verizon, the Samsung Galaxy Note at AT&T, and the HTC Amaze and
Samsung Galaxy S Blaze at T-Mobile."
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