Samsung now accounts for 1/3 (34%) of ALL Android shipments worldwide
Samsung has shared an interesting bit of data today, about how it is doing with Android flagship – Galaxy S.
And it’s doing great. Sammy has sold 10 million of Galaxy S phones around the world. A mind blowing number, especially since Samsung got serious about Android only a bit more then half a year ago.
Let’s do some quick back of the envelope calculations what does this Samsung number mean.
Earlier Samsung Galaxy S sales milestone – 5 million units sold, have been reached in early October. Which means that in the Q4 Samsung sold 5 million Galaxy S units.
Galaxy S is not the only Samsung Android handset out there. They also have cheaper Galaxy 5 and Galaxy 3 in their portfolio, available through multiple carriers around the world. Lower end Galaxies aren’t marketed as much as Galaxy S, and don’t get as much attention, but they are cheap and they are generating at least some sales. I think it would be safe to say that Samsung managed to ship somewhere between 1 and 2 million of them during the holiday quarter.
Lets add 1 million Galaxy Tab devices sold from early December, and remember that they only became widely available in Q4.
That gives us a total of about 8 million Samsung Android devices sold in the last quarter of 2010.
Now let’s look at the total Android handset sales during this October- December quarter. During most of the quarter Google was telling us that they are activating a little over 200 000 Android handsets a day. Then, on Dec. 9th it grew to 300 000. Not sure when exactly that jump in activations happened, or how it grew. But to account for this growth, I’ll spread it through the whole quarter and assume that Google was activating 250 000 Android devices a day during all Q4. That means that 23 million of Android handsets were activated during October –December quarter.
Which, in turn means that, with 8 million devices, Samsung is now accounting for 34% of all Android handsets shipped in the last quarter of 2010. In other words, only 7 months after it seriously got into Android game, Samsung now accounts for more then 1/3 of all official Android devices shipped worldwide.
No wonder Samsung is gaining some serious clout with Google and is able to get exclusive concessions like permission to put official Google Apps on it’s Galaxy Tab tablet, muscling into an exclusive relation Google had with Motorola and HTC, to become the official Google Nexus S vendor with early access to Android 2.3 Gingerbread code. Well that’s it for now, but my guess is Sammy will not be left much behind whenever big Android Honeycomb launch finally happens.
In 2010, when Samsung finally went Android full speed, Android 2 was the only viable alternative to iPhone. First generation of Bada just wasn’t ready, and nobody could tell how Windows Phone 7 will turn out.
But now Samsung already said that improved, new Bada 2 is coming and they plan to sell 10 million of Bada 2 Wave phones in the first six months of 2010. Which is almost the same amount as the number of Android devices Samsung sold in the last 6 months of 2010.
Windows Phone 7 also turned out to be a pretty good mobile OS, which will be more or less on par with Android and iOS within the next few months. The level of Samsung’s commitment to WP7 is not clear yet, but it already seems to be doing pretty well with the first two – Omnia 7 and Focus devices, so more attention to the new platform from Samsung is pretty much a given.
Already accounting for 30% of Android shipments, I wonder what effect Samsung will have on overall growth of Android market share, when it shifts exclusive attention from Android and starts giving more of it’s love to it’s own Bada Wave and Windows Phone 7 platforms?
If, during it’s explosive growth period Android have become that much dependent on a single vendor, I guess that explosive growth is bound to slow down, if that same big vendor shifts it’s attention elsewhere. I covered this and other reasons for an Android growth slowdown in 2011 in my 2011 Android forecasts post.