Following Apple’s blowout December quarter during which it shipped a record 37 million iPhone handsets and 15.4 million iPad tablets, a significant shift has taken place. iOS’s share of U.S. Web traffic as observed during a six-month study conducted by leading ad network Chitika has surpassed Apple’s Mac OS Web traffic share for the first time. Read on for more.

Chitika monitored traffic across its network between mid-August 2011 and early February, and compared the volume from Apple’s iPhone, iPad and iPod touch devices to traffic from Mac computers. The study covered hundreds of millions of ad impressions and it used user agent data to determine Web traffic share for each platform. According to Chitika’s data, iOS’s Web traffic share finally topped Mac OS earlier this month.

“The data shows that the web market shares of iOS and OS X have been converging steadily since August,” Chitika’s Gabe Donnini noted in the firm’s report. ”iOS has been posting regular gains, and has experienced an overall growth of nearly 50%, whereas OS X has seen its market share decline by 25% since a high point in September. February marks the first point where a reversal in position can be seen in the respective operating systems. iOS passes Mac OS with 8.15% of all web traffic, whereas Mac OS only sees 7.96%.”

The trend observed by Chitika is likely to continue, and the disparity between iOS Web traffic and Mac OS traffic will almost certainly grow. Apple’s MacBook line of notebook computers saw growth recently that outpaced the rest of the PC industry, but the growth in Apple’s PC division pales in comparison to its mobile devices.

The proliferation of iOS devices around the world is expected to continue as Apple releases its iPad 3 early next month and a completely redesigned next-generation iPhone later this year.

When new CEO Thorsten Henis took the reins at Research In Motion, he immediately pointed to the smartphone vendor’s marketing strategy as an area the company needed to focus on if it hoped to regain share in key markets like the United States. The wheels on RIM’s recent marketing efforts had already been set in motion, however, and early reports suggest that the increased volume of familiar BlackBerry ads aren’t having the impact RIM was hoping for. Read on for more.

RIM ramped up its marketing efforts in January, but the move does not appear to have paid off. “Our January checks indicated weak sell-through trends for the new BlackBerry 7 smartphones despite increased marketing efforts,” Canaccord Genuity analyst Mike Walkley wrote in a research note to investors late Wednesday night. “With very strong share gains for the iPhone 4S, increasingly price competitive Android smartphones, improving Windows smartphones, and strong sales of the affordable 7 inch Amazon Kindle Fire tablet, we anticipate increasing competition across all tiers of RIM’s products in C2012.”

As a result of weakening device sales and RIM’s poor outlook for the current quarter, the analyst lowered his estimates for RIM’s February quarter as well as the vendor’s full fiscal year. And despite a new round of marketing that kicked off in February with RIM’s “Be Bold” campaign, Walkley doesn’t see much changing for the Waterloo, Ontario-based until late in 2012.

“Given the strong share gains for Apple post the launch of the iPhone 4S and increasing Android and Windows competition in all price tiers, we believe BlackBerry 7 products will continue to struggle until BB10 products launch in late C2012,” the analyst noted. RIM expected to launch its first QNX-powered BlackBerry 10 smartphone — code-named the BlackBerry London — toward the end of the third quarter or early in the fourth quarter.

Walkley reiterated his Hold rating on RIM’s stock and maintained his $15 price target.

Apple and Samsung are in the midst of a patent-fueled war with no end in site, but the pair has also inadvertently joined forces to make it increasingly difficult for other vendors to continue making smartphones. New estimates suggest Apple and Samsung combined to take in a staggering 95% of smartphone industry profits in the fourth quarter of 2011. The figures paint an even bleaker picture for the rest of the players in the smartphone business than earlier estimates; UBS analyst Maynard Um said last week that Apple and Samsung’s combined take amounted to 90% of smartphone industry profits. Read on for more.

“With the strong iPhone market share gains during Q4/11 combined with Samsung’s strong share gains within the Android ecosystem, we estimate Apple and Samsung captured roughly 95% of industry profits,” Canaccord Genuity analyst Mike Walkley wrote in a note to investors on Thursday.

Walkley continued, “Apple generated a remarkable 80% share of estimated Q4/11 handset industry operating profits (vs. 56% in Q3/11 and 48% in Q4/10) with only 8.1% global handset market share. Demonstrating the strength of the iPhone’s profit share gains during Q4/11, Samsung’s share of industry profits declined from roughly 26% in Q3/11 to 15% in Q4/11, even though Samsung’s share of Android smartphones increased from 35% in Q3/11 to 39% in Q4/11.”

As Apple and Samsung each reported blowout quarters last month — Apple’s $13 billion holiday quarter was the most profitable quarter ever recorded by a technology company — other smartphone vendors are on the ropes. Nokia posted a €1 billion loss in the fourth quarter, Sony Ericsson reported a €247 million loss, LG posted its second consecutive loss last quarter, HTC continued to slump, Motorola recorded an $80 million loss and RIM continued to slide as well.

And for these struggling smartphone companies, Walkley doesn’t see things getting better in the immediate future. “With RIM, Nokia, HTC, and Sony Ericsson all in the midst of product transitions and Motorola Mobility merging with Google, we believe Apple and Samsung will maintain dominant share positions during H1/12,” the analyst wrote. ”Our January checks indicate Apple and Samsung trends remain strong versus competitors.”

Samsung is expected to launch its quad-core Galaxy S III smartphone this coming May, and Apple will then reportedly launch a completely redesigned next-generation iPhone later this year.

Impressive data points from Apple’s record-setting holiday quarter continue to trickle out, and new estimates suggest that the company accounted for a staggering share of mobile profits in the fourth quarter of 2011. Morgan Keegan analyst Tavis McCourt wrote in a research note on Tuesday that Apple took in approximately 50% of all mobile industry revenues last quarter. Even more impressive, the analyst says Apple’s high-margin iPhone lineup accounted for more than 80% of all mobile phone profits. Read on for more.

McCourt reiterated his Outperform rating on shares of Apple stock, noting that industry revenue grew 34% in the fourth calendar quarter including Apple’s results, but it would have slid 0.4% excluding Apple.

“The broad handset industry appears to be heading into recession territory with overall handset shipment growth decelerating substantially to the lowest level since 2009,” the analyst wrote according to Barron’s blog Tech Trader Daily. “It appears likely Q1:12 could decline Y/Y in unit terms if normal seasonality occurs. Historically, this has only happened during meaningful global recessions […] Outside of Samsung, it’s getting increasingly hard to understand where the rest of the competitors will get the R&D dollars to compete longer term given their shrinking profitability. Perhaps Microsoft and Google have the answer.”

Morgan Keegan’s estimate that Apple took in more than 80% of all mobile profit last quarter exceeds earlier estimates that put the figure around 75%. Either estimate is telling of the current state of the industry, however, considering the Cupertino-based vendor was responsible for just 9% of all cell phones shipped between October and December last year. UBS analyst Maynard Um wrote recently that he expects Apple and Samsung to combine to account for 90% of global smartphone profits in 2012.

As high as the iPhone 4S sent Apple’s earnings last quarter, the firm’s next-generation smartphone could be an even bigger hit. Apple’s next iPhone is expected to feature a redesigned aluminum case, 4G LTE connectivity and a larger display that measures approximately 4 inches diagonally. BGR reported this past December that the new smartphone will likely launch this fall.

The record sales managed by both Apple and Samsung during the holiday quarter last year sent smartphone market growth soaring in late 2011. Market research firm IDC on Monday released data from a new report that suggests smartphone shipments grew 54.7% in the fourth quarter last year. Driven by Apple’s iPhone 4S and Samsung’s Galaxy S II handsets, vendors shipped 157.8 million smartphones globally last quarter according to IDC. ”By the end of the quarter, one out of every three mobiles phones shipped worldwide was a smartphone,” IDC analyst Ramon Llamas said in a statement. “The launch of Apple’s iPhone 4S played a key role in smartphone growth to capture pent-up demand, and smartphone launches from other vendors also provided a broad selection to meet varying preferences and budgets.” The firm notes that full-year smartphone shipments totaled 491.4 million units in 2011, up 61.3% over the prior year. IDC’s full press release follows below.

Smartphone Market Hits All-Time Quarterly High Due To Seasonal Strength and Wider Variety of Offerings, According to IDC 

06 Feb 2012

FRAMINGHAM, Mass. February 6, 2012 – The worldwide smartphone market grew 54.7% year over year in the fourth quarter of 2011 (4Q11), as Apple unleashed its iPhone 4S on an eager marketplace. According to the International Data Corporation (IDC) Worldwide Mobile Phone Tracker, vendors shipped 157.8 million units in 4Q11 compared to 102.0 million units in the fourth quarter of 2010. The 54.7% year-over-year growth was higher than IDC’s forecast of 40.0% for the quarter, and higher than the 49.2% growth in 3Q11.

On a full-year basis, total smartphone shipment volumes reached 491.4 million units in 2011, up a strong 61.3% from the 304.7 million units in 2010. This was higher than IDC’s full year estimate of 54.7% for the year, but still below 2010′s year-over-year growth of 75.7%. Although this marks a slowdown from 2010, IDC still fully expects continued double-digit growth for the foreseeable future.

Smartphones continued to be one of the hottest consumer electronics products in the market, and was helped along by the launch of key devices. “By the end of the quarter, one out of every three mobiles phones shipped worldwide was a smartphone,” said Ramon Llamas, senior research analyst with IDC’s Mobile Phone Technology and Trends team. “The launch of Apple’s iPhone 4S played a key role in smartphone growth to capture pent-up demand, and smartphone launches from other vendors also provided a broad selection to meet varying preferences and budgets.”

The variety of offerings have become more nuanced as smartphone makers try to grow their respective user bases in emerging and developed markets alike.

“So-called ‘hero’ devices, such as Samsung’s Galaxy Nexus and Apple’s iPhone 4S, garner the bulk of the attention heaped on the device type,” said Kevin Restivo, senior research analyst with IDC’s Worldwide Mobile Phone Tracker program. “But a growing number of sub-$250 device offerings, based on the Android operating system, have allowed Google’s hardware partners to grow smartphone volumes and expand the market concurrently.”

Vendor Highlights

Apple climbed back into the market leadership position with the launch of its iPhone 4S worldwide, and in the process it reached a new shipment volume record for itself and for the entire industry for a single quarter. Although the iPhone 4S disappointed some detractors by lacking 4G LTE connectivity or a different size screen, demand was high for the device. In addition, the combination of holiday seasonality, the delay in product launch from 3Q to 4Q, and the addition of multiple mobile operators helped drive volumes higher.

Samsung marked a series of milestones for the quarter: breaking the 30 million units mark for the first time, posting the largest year-over-year increase among the top vendors, and finishing 2011 as the overall smartphone market leader. Its series of Galaxy smartphones continued to expand, with attention to both the high-end (Galaxy S II, Galaxy Nexus) and mass market (Galaxy Ace, Galaxy Y), while the company updated its Omnia and Focus smartphones with Windows Phone Mango.

Nokia posted the largest year-over-year decrease among the top vendors, but its smartphone strategy took another step forward with the release of its first Windows Phone smartphones, the Lumia 710 and the Lumia 800. Company CEO Steve Elop claims that the company shipped ‘well over a million units’ in its debut quarter, and is using early feedback to adjust its marketing and sales strategy. At the same time, demand for its Symbian-powered smartphones appears to have waned, and smaller volumes are expected in 2012.

Research In Motion finished the quarter with a mixed bag of results. Its new BB OS 7-powered BlackBerry smartphones reached additional markets, and total volumes for the quarter staved off a fourth consecutive quarter of sequential decline. Still, overshadowing these results was the global network outage in October, followed by announcements that its first BB 10-powered smartphones will not arrive to market until late 2012. Such a delay gives the competition opportunity to attack RIM’s strongholds. With new Chairperson and CEO Heins in place as of January, RIM assures that change is coming both internally and externally.

HTC maintained a strong pace of device releases during the quarter, with the launch of the Windows Phone-powered Titan and Radar models, the Beats-influenced Rezound, and the LTE-enabled Vivid in addition to multiple other Android-powered smartphones. As has been HTC’s approach all year long, these device launches kept the company’s product portfolio well attuned to both operator and end-user tastes. Despite the many high-profile launches during the quarter, however, the Taiwanese vendor still shipped lower volumes compared to the previous quarter.

Top Five Mobile Phone Vendors, Shipments, and Market Share, Q4 2011 (Units in Millions) 

Source: IDC Worldwide Mobile Phone Tracker, February 6, 2012

Note: Vendor shipments are branded shipments and exclude OEM sales for all vendors.

This chart is intended for public use in online news articles and social media. Instructions on how to embed this graphic are available by clicking here.

Top Five Mobile Phone Vendors, Shipments, and Market Share Calendar Year 2011 (Units in Millions) 

Source: IDC Worldwide Mobile Phone Tracker, February 6, 2012

Note: Vendor shipments are branded shipments and exclude OEM sales for all vendors.

Apple was the top smartphone vendor in the United States last quarter according to new data released on Monday. A new report from market research firm The NPD Group suggests that the three best-selling smartphones in America last quarter were all iPhones. Apple’s new iPhone 4S was deemed the top-selling smartphone this past holiday quarter, followed by the iPhone 4 and the iPhone 3GS, which is now free on contract from AT&T. Two versions of Samsung’s Galaxy S II smartphone rounded out the top-5. Read on for more.

“Attracted by a faster processor, improved camera and the Siri speech-driven agent, most iPhone buyers paid a premium for the iPhone 4S, making it the top-selling handset in Q4,” NPD analyst Ross Rubin said in a statement. “The iPhone 4S outsold the iPhone 4 by 75 percent, and outsold the iPhone 3GS, available for free on AT&T, five to one.” Apple reported last month that it sold more than 37 million iPhones into channels last quarter.

While Apple was the top smartphone vendor in the U.S. last quarter, Android maintained its operating system share lead according to NPD’s data. 48% of smartphone buyers opted for an Android device during the holiday quarter, while 43% chose iOS. The discrepancy was even greater among first-time smartphone buyers — 57% chose an Android device compared to an estimated 34% who chose an iPhone.

“Android has been criticized for offering a more complex user experience than its competitors, but the company’s wide carrier support and large app selection is appealing to new smartphone customers,” Rubin noted. “Android’s support of LTE at Verizon has also made it the exclusive choice for customers who want to take advantage of that carrier’s fastest network.” The NPD Group’s full press release follows below.

The NPD Group: Apple Leads Mobile Handsets in Q4 2011, But Android Attracts More First-Time Smartphone Buyers

PORT WASHINGTON, NEW YORK, February 6, 2012 – According to The NPD Group, a leading market research company, Apple leaped past Samsung and LG to become the best-selling U.S. handset brand in the fourth quarter (Q4) of 2011. In a quarter that featured the launch of the iPhone 4S and the addition of Sprint, Apple’s three available models combined to capture 43 percent of the U.S. smartphone market in Q4.

“Attracted by a faster processor, improved camera and the Siri speech-driven agent, most iPhone buyers paid a premium for the iPhone 4S, making it the top-selling handset in Q4,” said Ross Rubin, executive director, Connected Intelligence for The NPD Group. “The iPhone 4S outsold the iPhone 4 by 75 percent, and outsold the iPhone 3GS, available for free on AT&T, five to one.”

Together, Android and iPhone accounted for over 90 percent of smartphone sales, with Android holding on to 48 percent of the smartphone market during the quarter; however, Android devices performed better among first-time smartphone buyers.  Based on the latest data from The NPD Group’s monthly Smartphone Track service, among the first-time smartphone buyers in Q4, 57 percent purchased Android phones compared to just 34 percent who purchased iPhones.

“Android has been criticized for offering a more complex user experience than its competitors, but the company’s wide carrier support and large app selection is appealing to new smartphone customers,” Rubin said. “Android’s support of LTE at Verizon has also made it the exclusive choice for customers who want to take advantage of that carrier’s fastest network.”

The overall share of mobile phone sales that are smartphones continued to climb in Q4 2011, reaching 68 percent of the total mobile phone market, which is an increase of 18 percentage points since Q4 2010. Based on the latest data from NPD’s monthly Mobile Phone Track service, average selling prices for smartphones increased eight dollars over the prior quarter, reaching $143 in Q4 2011, which is still below average price of $149 in Q4 2010. Led by continued steady sales for Apple’s iPhones, the top five best-selling mobile phone handsets in Q4 were as follows:

1. Apple iPhone 4S

2. Apple iPhone 4

3. Apple iPhone 3GS

4. Samsung GALAXY S II

5. Samsung GALAXY S 4G

Information this press release is from Mobile Phone Track and Smartphone Track, both of which report on the activities of U.S. consumers, age 18 and older, who reported purchasing a mobile phone or smartphone. NPD does not track corporate/enterprise mobile phone purchases.

Industry watchers agree that smartphone sales will continue to balloon in 2012, but much of the projected growth will seemingly be enjoyed by just two companies. In a report to clients earlier this week, UBS analyst Maynard Um lowered his full-year unit sales projections for cell phones to 1.69 billion from his earlier estimate of 1.7 billion units. At the same time, however, he raised his industry revenue estimates to $242.8 billion from $238.8 billion thanks in large part to a huge year projected for both Apple and Samsung. Read on for more.

Um believes Apple and Samsung will combine to account for more than half of smartphone industry revenues in 2012. Each firm recently reported a moster holiday quarter — Samsung managed a company record in the fourth calendar quarter of 2011 while Apple posted the most profitable quarter in history among technology companies — and momentum is not expected to slow.

More telling than Um’s revenue predictions, however, are his profit estimates. The analyst believes Samsung and Apple will combine to record 90% of the smartphone industry’s pre-tax profits in 2012.

“Smartphones continue to grow strongly, now accounting for over 30% of total volumes and over 75% of total industry revenues,” the analyst wrote. “However, the performance disparity between the stronger players – Apple and Samsung – vs. the others remains stark and these two now account for over 55% of industry revenues and over 90% of total EBIT.”

Samsung has a number of exciting launches planned for the first half including a new Galaxy tablet with a high-resolution display and the quad-core Galaxy S III, Samsung’s sequel to the smartphone that drove much of its mobile profit in 2011. Apple is then expected to launch its next-generation iPhone over the summer or this coming fall.

ComScore released its most recent U.S. Mobile Subscriber Market Share report for the three-month period ending in December, 2011. The research firm found that Samsung remained the top mobile phone vendor in the fourth quarter with a 25.3% market share — the same share as it held in the third quarter. LG’s market share dropped 0.6 percentage points to a 20% share for second place followed by Motorola, which fell 0.5 percentage points to 13.3%. Apple had the fourth largest share with a 12.4% market share, up 2.2 percentage points, and RIM fell 0.4 points to a 6.7% share. Read on for more.

Android remains the most used smartphone operating system in the United States with a 47.3% share of the market, up 2.5 percentage points from the last report. Android is followed by iOS, which grew 2.2 points to a 29.6% share, BlackBerry OS, which fell 2.9 points to a 16% share, Microsoft’s mobile Windows platform (4.7%, down 0.9 percentage points) and Symbian (1.4%, down 0.4 percentage points). ComScore did not distinguish whether or not Microsoft’s share represented Windows Phone, Windows Mobile or both.

ComScore said that 97.9 million U.S. residents owned a smartphone during the three months ended December 2011, which represents 40% of all mobile subscribers. The firm also said 234 million Americans aged 13 and older own a mobile device. The company’s full press release follows below.

comScore Reports December 2011 U.S. Mobile Subscriber Market Share

Smartphone Penetration Climbs Over 40 Percent during December Holiday Shopping Season

RESTON, VA, February 2, 2012 – comScore, Inc. (NASDAQ: SCOR), 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 December 2011. The study surveyed more than 30,000 U.S. mobile subscribers and found Samsung to be the top handset manufacturer overall with 25.3 percent market share. Google Android strengthened its lead in the smartphone market to reach 47.3 percent market share.

OEM Market Share

For the three-month average period ending in December, 234 million Americans age 13 and older used mobile devices. Device manufacturer Samsung ranked as the top OEM with 25.3 percent of U.S. mobile subscribers, followed by LG with 20 percent share and Motorola with 13.3 percent share. Apple continued to gain ground in the OEM market with 12.4 percent share of total mobile subscribers (up 2.2 percentage points), while RIM rounded out the top five with 6.7 percent share.

Top Mobile OEMs 3 Month Avg. Ending Dec. 2011 vs. 3 Month Avg. Ending Sep. 2011 Total U.S. Mobile Subscribers (Smartphone & Non-Smartphone) Ages 13+ Source: comScore MobiLens
	Share (%) of Mobile Subscribers
	Sep-11	Dec-11	Point Change
Total Mobile Subscribers	100.0%	100.0%	N/A
Samsung	25.3%	25.3%	0.0
LG	20.6%	20.0%	-0.6
Motorola	13.8%	13.3%	-0.5
Apple	10.2%	12.4%	2.2
RIM	7.1%	6.7%	-0.4

Smartphone Platform Market Share

97.9 million people in the U.S. owned smartphones during the three months ending in December, representing 40 percent of all mobile subscribers. Google Android ranked as the top smartphone platform with 47.3 percent market share, up 2.5 percentage points from September. Apple maintained its #2 position, growing 2.2 percentage points to 29.6 percent of the smartphone market. RIM ranked third with 16 percent share, followed by Microsoft (4.7 percent) and Symbian (1.4 percent).

Top Smartphone Platforms 3 Month Avg. Ending Dec. 2011 vs. 3 Month Avg. Ending Sep. 2011 Total U.S. Smartphone Subscribers Ages 13+ Source: comScore MobiLens
	Share (%) of Smartphone Subscribers
	Sep-11	Dec-11	Point Change
Total Smartphone Subscribers	100.0%	100.0%	N/A
Google	44.8%	47.3%	2.5
Apple	27.4%	29.6%	2.2
RIM	18.9%	16.0%	-2.9
Microsoft	5.6%	4.7%	-0.9
Symbian	1.8%	1.4%	-0.4

Mobile Content Usage

In December, 74.3 percent of U.S. mobile subscribers used text messaging on their mobile device, up 3.2 percentage points. Downloaded applications were used by 47.6 percent of subscribers (up 5.1 percentage points), while browsers were used by 47.5 percent (up 4.6 percentage points). Accessing of social networking sites or blogs increased 3.8 percentage points to 35.3 percent of mobile subscribers. Game-playing was done by 31.4 percent of the mobile audience (up 2.6 percentage points), while 23.8 percent listened to music on their phones (up 2.9 percentage points).

Mobile Content Usage 3 Month Avg. Ending Dec. 2011 vs. 3 Month Avg. Ending Sep. 2011 Total U.S. Mobile Subscribers (Smartphone & Non-Smartphone) Ages 13+ Source: comScore MobiLens
	Share (%) of Mobile Subscribers
	Sep-11	Dec-11	Point Change
Total Mobile Subscribers	100.0%	100.0%	N/A
Sent text message to another phone	71.1%	74.3%	3.2
Used downloaded apps	42.5%	47.6%	5.1
Used browser	42.9%	47.5%	4.6
Accessed social networking site or blog	31.5%	35.3%	3.8
Played Games	28.8%	31.4%	2.6
Listened to music on mobile phone	20.9%	23.8%	2.9

Research In Motion’s newly appointed chairwoman of board Barbara Stymiest vowed on Thursday that the changes sweeping the struggling smartphone vendor will continue. RIM announced late last month that company co-founders Jim Balsillie and Mike Lazaridis were stepping down from their roles as co-CEOs and co-chairmen of the board following more than a year of investor unrest. Replacing them atop RIM’s management team was Thorsten Heins, and Barbara Stymiest was named chairwoman of the board. Heins got off to a rocky start but promised that more change was coming, and now Stymiest has gone on record making a similar vow that the shake-up at RIM isn’t over. Read on for more.

Investors including Jaguar Financial, one of several firms that had been very vocal leading up to last month’s corporate shuffle, have voiced concerns that with Balsillie and Lazaridis still on RIM’s board, the company hasn’t yet done enough to right the ship. RIM’s new chairwoman argues that RIM is is still a work in progress, and while more change is coming, she appears confident in the company’s new leadership.

“Driving change in an organization means a high-performing board and a high-quality management team,” Stymiest told Bloomberg Businessweek in an interview. “You get those two right and you can drive change quickly and effectively.”

As Heins did during a conference call with investors, Stymiest points to execution as a key area where RIM must focus. ”We can improve on product execution and Thorsten is well-positioned to do that,” she said. Execution is of the utmost importance, of course, as RIM prepares to launch new breed of devices powered by the new BlackBerry 10 operating system. The BlackBerry London is expected to launch late this fall as RIM’s first BlackBerry 10 smartphone.

Stymiest appears confident that RIM can deliver. When asked by Businessweek if she planned to personally invest further in RIM, Stymiest replied, “I’m well exposed to RIM and continue to accumulate.” Former co-CEO and co-chairman Mike Lazaridis said he plans to invest an additional $50 million in RIM stock as a vote of confidence.

Google’s Android platform and Apple’s iOS regained mobile operating system market share last month after both mobile platforms curiously showed declines in December. Analytics firm Net Applications on Wednesday released mobile phone and tablet operating system share data for January 2012, and the new numbers suggest that Android showed the biggest gains last month. Google’s mobile OS remained in the No.3 spot while rising to an 18.12% share from 16.15% in December, while Apple’s iOS rose to 53.65% from 52.10% a month earlier. RIM’s BlackBerry OS showed gains in December but the platform’s OS share fell to 2.59% in January, its lowest point since October 2011. Java ME retained its No.2 position despite sliding to 19.19% from 21.27% last month, and Symbian dropped half a point to represent 5.20% of the mobile OS market. A chart outlining Net Applications’s data follows below.

Read

Global mobile phone shipments grew 14% annually to shatter the previous shipment record in 2011. Market research firm Strategy Analytics estimates that 1.6 billion cell phones were shipped last year, representing more than one-fifth of the world’s total population, which surpassed 7 billion in late October last year according to the Population Reference Bureau. An earlier report from the GSMA estimated that there are now more than 6 billion total mobile connections worldwide. Read on for more.

Handset shipments grew 11% to reach 445 million units globally last quarter according to Strategy Analytics, 155 million of which were smartphones. Nokia retained its No.1 position globally with mobile phone shipments totaling 113.5 million units, and Samsung followed with 95 million units. With just one smartphone line that includes just three models, Apple was the world’s No.3 cell phone vendor last quarter with shipments totaling 37 million units.

Nokia was also the top vendor for the full year, having shipped 417.1 million phones globally according to Strategy Analytics’s figures. Samsung shipped 327.4 million units in 2011 and Apple sold 93 million iPhones into distribution channels.

“Smartphone specialist Apple shipped 93.0 million handsets worldwide in 2011, nearly doubling the previous year’s volumes,” Strategy Analytics analyst Tom Kang said. “Currently in just its fifth year of participation in the handset market, Apple is on track to ship well over 100 million units during 2012. China is becoming a key market for Apple this year, and we expect Apple’s share to grow rapidly in 2012, despite countless copycat rivals.” The firm’s full press release follows below.

Strategy Analytics: Global Handset Shipments Reach 1.6 Billion Units in 2011

Boston, MA – January 26, 2012 – According to the latest research from Strategy Analytics, global handset shipments grew 11 percent annually to reach 445 million units in the fourth quarter of 2011. Apple was the star performer, capturing a record 8 percent market share worldwide during the quarter. Full-year handset shipments reached 1.6 billion units globally in 2011, with annual growth of 14 percent.

Alex Spektor, Associate Director at Strategy Analytics, said, “Despite continued macroeconomic difficulties in major markets like Western Europe, global handset shipments grew a reasonable 11 percent annually to reach 445 million units in Q4 2011. Apple was the star performer, shipping 37.0 million iPhones worldwide and capturing a highest-ever 8 percent market share. Apple’s growth was fuelled by intense demand for its refreshed iPhone 4S, as well as the availability of three generations of iPhones at a variety of price points at operators like AT&T in the United States.”

Neil Mawston, Executive Director at Strategy Analytics, added, “Nokia’s global handset shipments declined 8 percent annually to 113.5 million units in Q4 2011. Volumes were buoyed by the sales of Nokia’s low-end dual-SIM models in emerging markets like Southeast Asia, but were a little soft overall, as initial shipments of Microsoft Lumia phones could not offset declining Symbian sales. Hot on Nokia’s heels, second-ranked Samsung captured 21 percent share with shipments of 95.0 million units. Samsung’s 18 percent annual growth was fuelled by robust shipments of its broad Galaxy-branded 3G portfolio, headlined by the Galaxy S2 superphone.”

Tom Kang, Director at Strategy Analytics, added, “Smartphone specialist Apple shipped 93.0 million handsets worldwide in 2011, nearly doubling the previous year’s volumes. Currently in just its fifth year of participation in the handset market, Apple is on track to ship well over 100 million units during 2012. China is becoming a key market for Apple this year, and we expect Apple’s share to grow rapidly in 2012, despite countless copycat rivals.”

Exhibit 1: Global Handset Vendor Shipments and Market Share in Q4 2011

[See chart above]

The full report, Global Handset Shipments Reach 445 Million Units in Q4 2011, is published by the Strategy Analytics Wireless Device Strategies (WDS) service, details of which can be found here: http://tinyurl.com/3tbnzb6.

Investors had been clamoring for Research In Motion co-founders Jim Balsillie and Mike Lazaridis to relinquish their co-CEO and co-chairman roles, and the company finally announced this past Sunday that Balsillie and Lazaridis were out, replaced by new chairperson of the board Barbara Stymiest and new chief executive officer Thorsten Heins. RIM’s stock plunged more than 13% when Heins introduced himself as the company’s new CEO, due in large part to a video interview during which he essentially told the same story RIM’s former chiefs have been telling for more than a year. The new CEO has since backed away from the company’s old it’s OK, we’re OK message while speaking to the press and analysts, however, and it is no coincidence that RIM’s stock has recovered a bit as Heins assures investors that change is brewing. Read on for more.

Moving away from what seemed to be a string of PR-approved messages, Heins admitted in a recent interview with CNBC that RIM fell behind its competition in the key U.S. market. ”It hurts. It hurts me to see us losing market share in the U.S.,” Heins confessed. “There was a paradigm shift, and we did not shift with it. I know we’ve made mistakes, and I know I’m in for a fight.” Apple and Google owned a combined 75.6% of the U.S. smartphone market in the three month through November 2011 while RIM’s market share slid to 16.6% according to comScore.

The fighting spirit is what investors are looking for, and a new wave of panic swept over the Street when that spirit seemed almost completely absent in Heins’s ill-received introductory video. The new chief is changing his tune, however. “We want to stop the bleeding,” Heins told CNBC.

In a separate interview with CrackBerry.com, Heins emphasized that change is coming but stated that RIM will continue to focus on its strengths. “There is a lot of change,” the executive said. “There is a lot of structure change, there has been already a lot of change in terms of our software, our software platform, bringing QNX in. There is no standstill at any moment here at RIM. What I wanted to make clear to the market is that we believe in our own strength. We are BlackBerry, we are an integrated solution, hardware, software, services and network.”

Heins also made sure to point out that RIM is well aware of the positions its competition has taken. He explained that RIM has a team dedicated to testing competitors’ devices and he himself tests iPhones, Android handsets and other phones. RIM’s historical lack of movement when it comes to features and elements of the user experience that have driven success on competing platforms has not gone unnoticed, so Heins’s comments are refreshing if nothing else.

Where device launches are concerned, RIM has a slow year ahead. BGR exclusively revealed the company’s 2012 roadmap early this week, which is highlighted by a new 7-inch PlayBook tablet — the sequel to a slate that cost RIM $485 million last quarter — and a single BlackBerry 10 smartphone that won’t launch until late in the third quarter or early in the fourth quarter. Its new chief executive has at least begun to publicly exhibit an understanding of the new smartphone landscape that has left the company trailing its competition, however, which is something RIM has never truly done in the past.

We still have eight months or even longer to wait before RIM releases its first BlackBerry 10 smartphone but in the meantime, RIM might do well to let its new CEO speak candidly more often.

Apple is once again the top smartphone vendor in the world by shipment volume according to a report released late Thursday. Market research firm Strategy Analytics noted that total fourth-quarter smartphone shipments grew 54% year-over-year in 2011 to hit 155 million units. After losing the No.1 spot to Samsung in the third quarter last year, Apple once again shipped more smartphones than any other company in the December quarter, earning it 24% of the global market. Read on for more.

Apple shipped 37 million smartphones last quarter, narrowly edged Samsung out of the top spot. According to Strategy Analytics’s estimates, the South Korea-based consumer electronics giant sold 36.5 million smartphones into distribution channels during its huge fourth quarter, representing a 20% share of the global smartphone market.

“Global smartphone shipments grew 54 percent annually to reach a record 155.0 million units in Q4 2011,” Strategy Analytics analyst Alex Spektor said in a statement. “Apple overtook Samsung to become the world’s largest smartphone vendor by volume with 24 percent market share. Apple’s global smartphone shipments surged 128 percent annually to 37.0 million units, as distribution of the iPhone family expanded across numerous countries, dozens of operators and multiple price points.”

Despite a rough quarter, Strategy Analytics noted that Nokia was the No.3 smartphone vendor in the fourth quarter last year, managing worldwide smartphone shipments that totaled 19.6 million units. The firm’s full press release follows below.

Strategy Analytics: Apple Becomes World’s Largest Smartphone Vendor in Q4 2011

Boston, MA – January 26, 2012 – According to the latest research from Strategy Analytics, global smartphone shipments grew 54 percent annually to reach a record 155 million units in the fourth quarter of 2011. Apple reclaimed top position as the world’s number one smartphone vendor during the quarter.

Alex Spektor, Associate Director at Strategy Analytics, said, “Global smartphone shipments grew 54 percent annually to reach a record 155.0 million units in Q4 2011. Apple overtook Samsung to become the world’s largest smartphone vendor by volume with 24 percent market share. Apple’s global smartphone shipments surged 128 percent annually to 37.0 million units, as distribution of the iPhone family expanded across numerous countries, dozens of operators and multiple price points.”

Neil Mawston, Executive Director at Strategy Analytics, added, “While Apple took the top spot in smartphones on a quarterly basis, Samsung became the market leader in annual terms for the first time with 20 percent global share during 2011. With global smartphone shipments nearing half a billion units in 2011, Samsung is now well positioned alongside Apple in a two-horse race at the forefront of one of the world’s largest and most valuable consumer electronics markets.”

Tom Kang, Director at Strategy Analytics, added, “Nokia’s global smartphone market share halved from 33 percent in 2010 to 16 percent in 2011. A lackluster touchscreen smartphone portfolio and a limited presence in the huge United States market caused Nokia’s shrinkage last year. Nokia’s partnership with Microsoft will be very much in focus during 2012, and the industry will be watching closely to see how swiftly the two companies can expand in the high-value 4G LTE market that is rapidly emerging across the United States, Japan and elsewhere.”

Exhibit 1: Global Smartphone Vendor Shipments and Market Share in Q4 2011

[See chart above]

The full report, Apple Becomes World’s No.1 Smartphone Vendor in Q4 2011, is published by the Strategy Analytics Wireless Smartphone Strategies (WSS) service, details of which can be found here: http://tinyurl.com/64cqrpr.

Apple’s monster holiday quarter is the talk of the tech world, with the technology giant having just reported the second most profitable quarter ever among U.S. companies. The company’s $13.06 billion in fiscal first-quarter profit on revenue that surpassed $46 billion is staggering, and iPhone shipments that surpassed 37 million units played a huge role in Apple’s record-setting quarter. While market share is a statistic many deem unimportant, another impressive entry in Apple’s laundry least of first-quarter feats may be one of its most impressive yet: with just three models currently available, Apple’s share of the smartphone market may have surpassed that of Android in the fourth calendar quarter of 2011. Read on for more.

According to new data from analysts at Kantar Worldpanel ComTech, the record-breaking launch of Apple’s iPhone 4S drove iPhone sales that surpassed combined Android smartphone sales in the fourth calendar quarter last year. Apple shipped 37.04 million iPhones last quarter, which lifted the company’s smartphone market share up to 44.9% according to Kantar analyst Dominic Sunnebo. The figure is roughly double Apple’s market share in the same quarter a year earlier.

In the same quarter, Kantar estimates that the combined market share of all Android phones slid to 44.8% from 50%. ”Overall, Apple sales are now growing at a faster rate than Android across the nine countries we cover,” Sunnebo told Reuters.

Samsung become the No.1 smartphone vendor by shipment volume in the third quarter last year, but that title is expected to have been retaken by Apple by a wide margin in the fourth calendar quarter of 2011. Samsung is scheduled to report earnings for its holiday quarter on Friday.

Amazon’s Kindle Fire had a huge holiday season by all accounts, with fourth-quarter sales that may have exceeded 4 million units according to analyst estimates. While a number of analysts made predictions that Amazon’s $199 tablet would take a bite out of iPad sales — Morgan Keegan’s Travis McCourt thought the Kindle Fire could cost Apple as much as $1 billion in holiday sales — it looks as though Apple’s iPad business emerged unscathed. Read on for more.

Following Apple’s first-quarter earnings report, which was the most profitable quarter ever reported by a technology company, CEO Tim Cook stated on the company’s earnings call that the Kindle Fire had no impact on iPad sales whatsoever. Cook said that he looked very carefully at Apple’s iPad numbers and he is convinced that Amazon’s tablet didn’t affect iPad sales. Apple’s chief executive noted that he even scrutinized the company’s iPad numbers in the U.S. each week following the Kindle Fire’s launch and saw nothing.

BGR reviewed the Amazon Kindle Fire in November and we said the affordable tablet would likely do big numbers during of the holiday shopping season in 2011 and beyond. We also said that Amazon’s tablet and Apple’s iPad were two entirely different beasts; rather than building an iPad competitor, Amazon created a brand new market segment with the Kindle Fire that it will likely own for the foreseeable future.