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Apple Inc. |
Dan, I applaud your efforts, but I'm not sure your logic is correct. I
remember that part of Jobs' speech too, and I think when he was talking
about market share as a whole as opposed to "market share of the units
sold that year." (Although, you may have a point given that he said
Zune had a 2% market share -- that seems pretty high for a product that
was just released.)
If he meant total market share, then you can't just apply the 62%
number to the annual market for mp3 players because he would be saying
that 62% of the mp3 players "owned" in the world were iPods, as opposed
to 62% of the mp3 players "sold this year."
I'll have to look at the keynote again to see exactly how he phrased
the 62% and 2%.
> 1) Through November, Zune had a 2% market share; Apple had a 62% market
> share. Data was not available for December.
> 2) The annual market for MP3 players is 115M units. He used this
> figure before showing the market of 950+M cell phones.
> 3) Apple sold 25M iPods in 2006 Q2 - Q4 (Jan 1 - Sep 30 2007). Source:
> SEC filings.
> 4) If the figures on the Keynote slides are correct, a 62% share of a
> 115M unit market is 71M units.