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Industry Focus

Tech: Wearables Data Update, Samsung and Apple Play Nice (Sort of)

Industry Focus

The Motley Fool

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4.6854 Ratings

🗓️ 4 December 2015

⏱️ 20 minutes

🧾️ Download transcript

Summary

Breaking down IDC wearables shipment data – a look at the winners, losers, and trends in the space. Also, an explanation on how Apple and Samsung decided to bury the patent hatchet just in time for the holidays.

Transcript

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0:00.0

Hello Fool's, this is Vince Shen, filling in today for Sean O'Reilly on this technology

0:10.6

edition of Industry Focus. We are coming at you as usual from

0:14.6

full HQ in Alexandria, Virginia and today we'll be talking a little bit about

0:19.4

I think the overall theme is Samsung's woes really but in actuality some

0:25.3

wearable numbers is that right Dylan? Yeah we're gonna be getting in some recent data

0:28.8

releases from I. C and kind of what the wearable landscape looks like.

0:33.0

Touch on some more bad news for Samsung.

0:36.0

spoiler alert, the wearable numbers don't look too great either.

0:39.0

But they've had some other developments come out this week and we'll kind of sift through that.

0:43.0

Sure. So can you tell us a little bit about these results that came out from IDC?

0:48.0

Yeah, so IDC releases wearable shipment volume data on a quarterly basis and so earlier this week they released

0:54.6

their most recent installment of that. No huge surprises here in terms of what the

1:00.4

landscape looks like it pretty much mirrors what we saw last time in terms of the top of the market share.

1:05.4

So Fitbit came in with 4.7 million shipment volumes.

1:10.0

Apple was second with 3.9 million shipments. Jowme and third with 3.7.

1:16.0

And just to give you an idea of what that means in terms of the larger market, we saw about 21

1:19.9

million shipments, so the respective market share as a percentage for those three top players,

1:25.0

22%, 18%, and roughly 17.5%.

1:28.0

Okay, okay.

1:30.8

And where did we see some of the biggest shifts?

1:33.0

I know that the Apple watch came out, I believe it was April this year,

1:36.4

so that kind of threw things a bit with a lot of new buyers coming into the market

...

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