Instant Alert: HOLY COW: RIM Has Totally Collapsed In The U.S.


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October 31, 2011
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HOLY COW: RIM Has Totally Collapsed In The U.S.

by Matt Rosoff on Oct 31, 2011, 5:36 PM

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HTC shipped more smartphones to retailers in the U.S. than any other company last quarter, surpassing both Samsung and Apple, according to Canalys.

HTC shipped 5.7 million smartphones, while Samsung was at 5.2 million and Apple at 4.9 million.

That's more good news for Android, coming on the heels of Friday's report that Samsung passed Apple in total worldwide phone shipments.

But the real loser here isn't Apple. It's Research In Motion.

We talked Canalys VP and analyst Chris Jones about the report, and he cautioned us not to place too much stock in Apple's third-place finish, as sales were suppressed last quarter by the rumors that a new iPhone would soon be coming out. He noted that Apple has usually seen big spikes when a new iPhone is released, and he expects that to happen this quarter as well with the iPhone 4S.

The real loser becomes much clearer when you look at year-ago stats for the top five phone makers, which Jones shared with us.

HTC and Samsung have both grown their market shares more than 50%, while Apple's has shrunk slightly. But RIM? It's down by almost two-thirds.

Check it out:

US smart phone market shares
Vendor Q3 2011 Q3 2010
HTC 24% 14%
Samsung 21% 14%
Apple 20% 26%
RIM 9% 24%
Motorola 8% 13%
Others 18% 9%
Grand Total 100% 100%
     
Branded devices only. HTC and Samsung provide select devices under carrier brands and Google (Nexus S)

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