2008年第3四半期の世界スマートフォン市場

Gartnerの2008年第3四半期マーケットシェアレポートによれば、Apple社のMac OS X（iPhoneの搭載OS）がマイクロソフト社のWindowsMobileを抜き、シェア第3位に躍り出たということです。

MacDailyNewsによれば、

Gartner: Apple overtakes Microsoft as world’s #3 smartphone OS vendor in Q308

Sales of Research In Motion’s BlackBerry smartphones increased 81.7 percent in the third quarter of 2008. RIM continued to expand its presence within the consumer segment and refreshed its portfolio with new models and form factors. According to Gartner, “RIM sales will receive a boost from its new products in the fourth quarter. Analysts said the Storm is RIM’s most important product launch to date and has the potential to be a major product for the company.”

According to Gartner’s numbers, Apple regained its No. 3 position in the global smartphone market and improved its market share to 12.9 percent in the third quarter of 2008. Apple’s shipments into the channel during the third quarter of 2008 approached 7 million units. However, Apple built up around 2 million units of inventory and Gartner’s sales unit estimate reflects this. Apple’s sales increased more than four times compared to the same period in 2007 as a result of wider geographical availability, new business model and lower pricing, Gartner says.

ということで、Apple社のMac OS Xは、搭載OS別のシェアにおいてスマートフォン市場第3位のシェアを持つに至ったということです。

（画像は、macdailynews.comより。）

2008年第3四半期のスマートフォンOS別シェアは、1位Symbian49.8%、続いてRIM15.9%、そして第3位にApple Mac OS X12.9%で入っています。以降、4位Microsoft WindowsMobileが11.1%、Linuxが7.2%となっています。

また前年同期（2007年第3四半期）比の成長率でいくと、Apple327.5%、Palm OS103.3%、ついでRIM81.7%の順になります。逆にシェアを減らしたのは、SymbianOSの-12%、Linux-9.1%、Microsoft WindowsMonile-3%となっています。

順序が逆になりましたが、次にスマートフォン市場全体を見てみましょう。

In the third quarter of 2008, the global smartphone market reached its weakest year-on-year growth since Gartner, Inc. began tracking the industry. Worldwide smartphone sales to end-users totalled 36.5 million units in the third quarter of 2008, an 11.5 percent increase from the same period in 2007.

“The current economic climate is negatively impacting sales of higher end devices,” said Roberta Cozza, principal analyst at Gartner, in the press release. “Going forward, we should expect the smartphone device market to continue to grow but at a slower pace. Although leading mobile operators are subsidising more smartphones, to reach lower prices they tie the device to two year contracts with monthly data plan rates which remain too expensive for the mainstream user.”

Nokia maintained its No. 1 position with 42.4 percent market share in the third quarter of 2008, but for the first time it recorded a decline in sales of 3 percent year-on-year. “Nokia is feeling the pressure from increased competition in the consumer smartphone market,” said Ms Cozza. “The company introduced solid Nseries products with top features, but its lack of a commercial touch-screen device in its smartphone portfolio prevented Nokia from capitalising from consumer demand for this feature. The recently announced N97 is a much needed evolution for the n9x series of products. It is unfortunate that the device will not be available before the first half of 2009 as this is a competitive product in today’s market.”

2008年第3四半期の世界スマートフォンの総出荷台数は、3651万台と、前年同期の3275万台から11.5%の伸びとなっています。

また王者Nokiaは、出荷台数では前年同期比3.1%減少に留まったものの、ベンダー別シェアで見た場合には42.4%と、前年同期比6.3%の減少となっています。ほぼ独占に近い驚異的なシェアを誇ったNokiaも、スマートフォン市場においては競合の登場にシェアをじわりと食われている状態が明らかになっています。先ほどリリースが流れたN97が、2009年上半期出荷の見通しだということで、競争力のあるこの機種の投入が遅れたことがさらにNokiaの不調を加速させる可能性があるでしょう。

つい先日、日本市場からの撤退を余儀なくされた原因がこの辺りにあるのかも知れません。

For the smartphone operating system (OS) market, Symbian commanded 49.8 percent of the global sales to end users in the third quarter of 2008 and for the first time its share went below the 50 percent mark. Nokia’s decline in smartphone sales during the quarter, and continued weakness of the Japanese mobile device market, have impacted Symbian’s share. Gartner expects Symbian share to continue to erode next year but maintain its leading position in the market.

再びOS別シェアで見るとその傾向は顕著で、SymbianOSは前年同期63.1%を誇っていたのですが今四半期は49.8%（出荷台数前年同期比では12%減）へと実に10%以上のシェアダウンに見舞われています。

WindowsMobileは1.7%ダウン（出荷台数前年同期比では3.0%減）、それ以外にもLiMOで盛り上げたいLinuxが1.6%ダウン（出荷台数前年同期比では9.1%減）しているところも見逃せないでしょう。

いずれにしろ、世界の携帯市場はスマートフォンにシフトしつつあることが、四半期レポートにも明瞭に出てきたということがわかるでしょう。その流れの中、これまでいわゆるページャで台数を稼いできたNokiaが、（特に台数ベースで）苦戦を強いられるのは致し方ないことかもしれません。