Apple shipped an estimated 68% of all tablets in Q1 2012

"A steep drop in shipments of Android-based tablets offset a strong quarter from Apple and caused the media tablet market to miss projections for the first quarter of 2012 (1Q12), according to preliminary data from the International Data Corporation (IDC) Worldwide Quarterly Media Tablet and eReader Tracker. Total worldwide media tablet shipments for the quarter reached 17.4 million units in 1Q12, 1.2 million units below IDC's projection for the quarter. While IDC predicted a sharp seasonal slowdown of -34% from the previous quarter’s record-breaking 28.2 million units, the actual decline was slightly steeper at -38.4%. The total still represents a robust year-over-year growth rate of 120%, up from 7.9 million units in the first quarter of 2011.
"Apple reasserted its dominance in the market this quarter, driving huge shipment totals at a time when all but a few Android vendors saw their numbers drop precipitously after posting big gains during the holiday buying season," said Tom Mainelli, research director, Mobile Connected Devices at IDC. "Apple's move to position the iPad as an all-purpose tablet, instead of just a content consumption device, is resonating with consumers as well as educational and commercial buyers. And its decision to keep a lower-priced iPad 2 in the market after it launched the new iPad in March seems to be paying off as well."
Apple shipped 11.8 million iPads during the quarter, down from 15.4 million units in the fourth quarter of 2011, and grew its worldwide share from 54.7% in 4Q11 to 68% in 1Q12. Amazon, which stormed into the market in 4Q11 to grab second place with 16.8% of the market on shipment of 4.8 million units, saw its share decline significantly in the first quarter to just over 4%, falling to third place as a result. Samsung took advantage of Amazon's weakness to regain the number two position while Lenovo vaulted into the number four spot, followed by Barnes & Noble at number five.
Although total Android shipments were down sharply in 1Q12, companies such as Samsung and Lenovo are beginning to gain traction in the market with their latest generation of Android products. IDC expects the segment to rebound quickly as other vendors introduce new products in the second quarter and beyond."

Source:  Data from IDC reported in a press release, 3rd May 2012

The Kindle Fire is the most popular Andoid tablet in the US

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Source:  Data from comScore MobiLens, reported in a press release, 26th April 2012

UK Online Ad Spend Rose to £4,784m in 2011, up 14.4% Y-o-Y

"Despite the backdrop of a depressed UK economy, advertising on the internet increased by 14.4% to a new high of £4,784 million in 2011, up £687 million year on year.
According to the latest Internet Advertising Bureau UK (IAB) advertising expenditure report, conducted by PwC, online advertising continues to grow at an exceptional rate, and last year experienced its biggest increase in five years.
UK ecommerce shoppers helped Retail surface as the biggest winner in terms of overall growth in the second half** of 2011, as it became the third biggest display advertiser. Consumer Goods (FMCG) moved to second place, while Finance just held on to top spot.
The top five categories, by share of display spend, in 2011 were:
Finance 15%  
Consumer (FMCG) 15%  
Retail 12%  
Entertainment & the Media 12%  
Technology 9%  
The powerhouse of display is banners and other embedded formats, which continue to drive display forward (73% share). Growth of this format was fuelled by bigger, richer and more dynamic ads that spiked display spend by 13.4% to a high of £1,128 million (£945 million in 2010) and a 24% share of online ad spend (23% in 2010).
Video advertising continued its incredible growth and now accounts for 10% of all online display advertising.  Expenditure on online video doubled year on year to £109 million (£54 million in 2010). The format has grown more than eight-fold since 2008, when video spend was £12 million.
In 2011 banner ads on social media platforms such as Facebook, YouTube and LinkedIn, increased by 75% to £240 million – an eight-fold increase since records began in 2008.
Search marketing proved to be a recession-proof staple for direct response advertisers, recording impressive growth of 17.5% to £2,767 million (£2,346 million in 2010), and a 58% share of online advertising spend (57% in 2010).
Despite a difficult market for recruitment, total Classified ads grew 5.2% to £785 million (£751 million in 2010) and a share of 16% (18% in 2010). However, consumer and B2B Classifieds (property, cars, holidays and B2B), reached the half billion milestone for the first time at £509 million (£485 million in 2010).
Advertising on mobile devices rose by 157%* in 2011, to a new high of £203million, as a result of increased smartphone ownership, the proliferation of touchscreen technology, 3G, and soaring tablet sales, which sparked a surge in interest from brands, especially in the Retail and Consumer Goods (FMCG) sectors."

Source:  Press release from the IAB UK, 3rd April 2012

'3' accounts for over 40% of the UK's mobile data traffic

"Over 40% of mobile data being used in the UK runs across Three’s network with nearly all of its new customers signing up to contracts with smartphones, according to the operator’s CEO David Dyson.
Speaking earlier today at the Westminster eForum, he said traffic on Three’s network, one of the few to offer unlimited data packages, doubled in the past 12 months to hit 6m GB a year, with “virtually 100%” of new customers signing up for smartphone contracts."

Source:  NMA, 27th March 2012

More than 100m Americans use smartphones

"comScore, Inc, a leader in measuring the digital world, today released data from the comScore MobiLens service, reporting key trends in the U.S. mobile phone industry during the three month average period ending January 2012. The study surveyed more than 30,000 U.S. mobile subscribers and found Samsung to be the top handset manufacturer overall with 25.4 percent market share. Google Android continued to grow its share in the smartphone market, accounting for 48.6 percent of smartphone subscribers.
For the three-month average period ending in January, 234 million Americans age 13 and older used mobile devices. Device manufacturer Samsung ranked as the top OEM with 25.4 percent of U.S. mobile subscribers, followed by LG with 19.7 percent share and Motorola with 13.2 percent share. Apple continued to capture share in the OEM market with 12.8 percent of total mobile subscribers (up 2.0 percentage points), while RIM rounded out the top five with 6.6 percent.
The number of U.S. smartphone subscribers surpassed the 100-million mark in January, up 13 percent since October to 101.3 million subscribers. Google Android ranked as the top smartphone platform with 48.6 percent market share (up 2.3 percentage points) followed by Apple with 29.5 percent market share (up 1.4 percentage points). RIM ranked third with 15.2 percent share, followed by Microsoft (4.4 percent) and Symbian (1.5 percent)."

Source:  Press release from comScore, 6th March 2012

Nearly 2/3 of smartphones in China use Android

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Source:  Data from mobile ad platform Madhouse, reported by Penn-Olsen, 20th February 2012
Note - see the full article for lots more data

Apple generated almost 20% of all US consumer electronics revenues in Q4 2011

"U.S. consumer technology hardware and consumable sales* fell just one half of a percent in 2011 ending the year at nearly $144 billion, according to leading market research company The NPD Group.
Nearly 60 percent of all sales in 2011 were driven by the top five categories; PCs, TVs, tablets/e-readers, mobile phones, and video game hardware, according to NPD’s Retail and Consumer tracking services and Mobile Phone Track. PCs (notebooks and desktops) generated the most revenue with nearly $28 billion in sales, accounting for almost 20 percent of sales, but that figure was a decline of 3 percent from 2010. Tablets/e-readers were the clear winner in 2011, nearly doubling sales to $15 billion in 2011.
“U.S. hardware sales growth is becoming harder and harder to achieve at the broad industry level,” said Stephen Baker, vice president of industry analysis at NPD. “Sales outside of the top five categories fell by 8 percent in 2011 as consumers shifted spending from older technologies to a narrow range of products.”
Apple benefited from this shift as it was the leading consumer electronics brand for the second year in a row. Among the top five brands Apple was the only one to experience a sales increase, posting a 36 percent rise over 2010.  By the critical fourth quarter Apple accounted for 19 percent of all sales dollars, almost twice as much as number two Hewlett-Packard."

Source:  Data from NPD, reported in a press release, 13th February 2012

The iPad accounts for 88% of US tablet traffic

"Not all tablets generate the same click rate. Apple's iPad generates the majority of tablet traffic, with an 88% share, while Amazon's Fire managed to step in as a low-priced alternative, generating slightly more than 4% of tablet ad clicks in late December before dropping to 3.5% at the end of January.
The traffic from non-iPad tablets still comprises less than or around 1% of total traffic for most. In January, RKG estimates the traffic at 0.8%.
About 68.1 million tablet units shipped worldwide in 2011, up from about 19.6 million in 2010 worldwide, according to the IHS iSuppli Worldwide Tablet Market Tracker Q1 2012. The research firm estimates tablet manufacturers will ship an estimated 124 million units in 2012."

Source:  MediaPost, 8th February 2012

Android has nearly 60% share of shartphones among first time buyers

"Apple was named the best-selling U.S. handset brand during the fourth quarter, according to a new report from the NPD Group.
However, the findings suggest that while iOS has won this battle, Android is really winning the war.
Not only do 48 percent of all smartphone buyers own Android smartphones (versus a close 43 percent on iOS), there is a much bigger disparity for first-time smartphone buyers. Android is attracting more than half of them at 57 percent, while Apple is considerably behind at 34 percent."
Source:  CNET, 6th February 2012

Amazon have 22% of the home entertainment market in the UK

"The online retailer overtook [HMV] in the run up to Christmas last year, making it the biggest seller of CDs, DVDs and video games in the UK, with a 22.4% market share. HMV is still in second place with 17.5%, putting it ahead of other mail-order sites, download stores and the supermarkets, though, of course, its costs – having to operate 200+ high street stores selling just entertainment product – are so much higher.
These figures come from research company Kantar Worldpanel, whose Consumer Insight Director Fiona Keenan, says: “Amazon’s strong performance is down to a number of factors: it is typically really competitive on price, has a wide range of products with no restriction on display space, and is known for its very good customer service”.
After HMV and Amazon come: Tesco (11.4%), Asda (8.1%), Game (7.7%), Sainsbury’s (5.2%), Play.com (4.9%), iTunes (3%) and Morrisons has (2.7%)."

Source:  CMU 8th February 2012

Facebook accounts for 28% of online ad impressions in the US

"Ahead of a rumoured IPO as early as tomorrow, Facebook’s position in the ad space has been boosted by comScore data that shows its share of US ad impressions grew to 27.9% in 2011.
This is up from 21% in 2010 and means Facebook has been ranked number one in comScore’s display ad impressions category for the past three years.
Despite its well-publicised woes Yahoo is second on the list with 11% of the market, while Microsoft, Google and AOL trail with less than 5% each.
Unlike the other companies on the list Facebook is almost totally reliant on banner ads to bring in revenue."

Source:  Data from comScore, reported by Econsultancy, 31st January 2012

Mobile phone shipments for full year 2011

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Source:  Data from IDC, reported in a press release 1st February 2012
Lots of analysis and also Q4 data in the press release

Worldwide smartphone sales grew by 96% Y-o-Y in Q3 2010

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"Worldwide mobile phone sales to end users totaled 417 million units in the third quarter of 2010, a 35 percent increase from the third quarter of 2009, according to Gartner, Inc. Smartphone sales grew 96 percent from the third quarter last year, and smartphones accounted for 19.3 percent of overall mobile phone sales in the third quarter of 2010.
“This is the third consecutive double-digit increase in sales year-on-year, indicating that consumer demand is healthy,” said Carolina Milanesi, research vice president at Gartner. “This quarter saw Apple and Android drive record smartphone sales. Apple's share of the smartphone market surpassed Research In Motion (RIM) in North America to put it second behind Android while Android volumes also grew rapidly making it the No. 2 operating system worldwide.”"
Source:  Press Release from Gartner, 10th November 2010