According to the latest data by research firm NPD, Apple’s iPhone 4 and two year old iPhone 3GS continued to lead US smartphone sales in the third quarter of 2011. The data, based on NPD’s Mobile Phone Track and Smartphone Track services, shows declining smartphone prices reaching an average selling point of $135 in Q3, although ”consumers originally considered paying more”. The top five phones in Q3 according to NPD:

• 1 – Apple iPhone 4
• 2 – Apple iPhone 3GS
• 3 – HTC EVO 4G
• 4 – Motorola Droid 3
• 5 – Samsung Intensity II

Despite their age and typical slowdown in popularity and the rise of Google’s Android operating system in smartphone market share, the iPhone 4 and 3GS still lead sales in the United States. In October, Apple announced the iPhone 4S, which went on sale on October 14th in seven countries and reported over 4 million sales in the first weekend of availability. US carriers AT&T and Sprint said they were very pleased with the initial results of iPhone 4S pre-orders, which isn’t included in NPD data for Q3, but Apple didn’t provide specific US numbers for iPhone 4S sales. Alongside the iPhone 4S, however, Apple also introduced a new 8 GB iPhone 4 model, sold at $99 on a two-year contract, and kept the iPhone 3GS around for free with a carrier contract. At Apple’s Q4 2011, CEO Tim Cook said about the free iPhone 3GS:

We did it because we want the iPhone more accessible to a broader market and so not only did we take the 3GS to free in a postpaid plan, but we also lowered the price of the iPhone 4….we did both of those because as we looked at it, these are still fantastic products and we think we can do reasonably well in selling these in the postpaid market. It also has the advantage of having a lower price in the prepaid market…we did it for both the prepaid and postpaid markets, they are both very important to us. It has been our thinking for a while to do that.

The iPhone 4 and iPhone 3GS run the latest version of iOS, but Apple made a major software feature of iOS 5, the voice-based assistant Siri, exclusive to the iPhone 4S. With a lower price point, it’s likely the iPhone 4 and 3GS will continue to be an important source of revenue from customers willing to get an iPhone, but not necessarily the (more expensive) new model.

With a press release, Apple has just announced that iPhone 4S sales have already topped 4 million since its debut on October 14th in seven countries. Apple also reported 25 million users are already using iOS 5, and 20 million have signed up for iCloud. According to Apple’s Phil Schiller, quoted in the press release, this is the most successful launch ever for a mobile phone, doubling the number of units sold by the iPhone 4 in three days last year. In June 2010, Apple sold 1.7 million iPhone 4s in just three days.

That Apple was on track to deliver an impressive launch weekend with the iPhone 4S was clear since the company announced that over 1 million units had been pre-ordered in the first 24 hours of online availability. Following Apple’s announcement, US carriers AT&T and Sprint reported 200,000 pre-orders in the first 12 hours and a “very pleased” reaction to the iPhone 4S, respectively.

Apple today announced it has sold over four million of its new iPhone® 4S, just three days after its launch on October 14. In addition, more than 25 million customers are already using iOS 5, the world’s most advanced mobile operating system, in the first five days of its release, and more than 20 million customers have signed up for iCloud®, a breakthrough set of free cloud services that automatically and wirelessly store your content in iCloud and push it to all your devices. iPhone 4S is available today in the US, Australia, Canada, France, Germany, Japan and the UK, and will be available in 22 more countries on October 28 and more than 70 countries by the end of the year.

“iPhone 4S is off to a great start with more than four million sold in its first weekend—the most ever for a phone and more than double the iPhone 4 launch during its first three days,” said Philip Schiller, Apple’s senior vice president of Worldwide Product Marketing. “iPhone 4S is a hit with customers around the world, and together with iOS 5 and iCloud, is the best iPhone ever.”

Since its launch, the iPhone 4S has collected largely positive reviews that focused on speed, camera improvements, and better 3G signal of the device. With iOS 5 and iCloud (our launch coverage here), the iPhone 4S is providing a combination of hardware and software (some iOS features are exclusive to the iPhone 4S, such as Siri) that has managed to capture the customers’ attention, as proved by the long lines around the world for the device’s launch.

Apple’s next iPhone 4S rollout is on October 28th, when the device will be launch in Austria, Belgium, Czech Republic, Denmark, Estonia, Finland, Hungary, Ireland, Italy, Latvia, Liechtenstein, Lithuania, Luxembourg, Mexico, Netherlands, Norway, Singapore, Slovakia, Slovenia, Spain, Sweden and Switzerland.

Tim Cook reported at today’s Apple keynote that iPod sales have exceeded 300 million units, with 45 million of those iPods sold since June of 2011. Also reported was that the iPhone 4 now accounts for over half of all iPhones sold.

iTunes has also seen significant growth. There are now over 20 million songs in iTunes. The number of features in the iTunes store has also increased; iTunes remains the number #1 music store worldwide and customers have downloaded over 16 billion songs.

Apple has sold over 250 million iOS devices. Tim Cook reported that 92% of Fortune 500 companies are testing and deploying the iPad. Apple’s Senior VP of iOS Software, Scott Forstall, reported over 500,000 apps are now available on the App Store, with 140,000 of them made specifically for the iPad. 18 billion apps have been downloaded so far, and over 1 billion are downloaded each month from the App Store. Apple has announced it has paid $3 billion to developers so far.

According to the latest NPD data and a note issued by Piper Jaffray analyst Gene Munster — reported by Business Insider — Mac sales for the first two months of Apple’s Q4 are up 22%, with Wall Street’s estimates averaging 16% growth for the entire quarter. Apple is expected to announce its Q4 results sometime in October, and back at the Q3 earnings call in July the company anticipated there would be a “future product transition” that would affect the September quarter — suggesting the next-generation iPhone would ship before the end of Q4.

As for the Mac, Munster indicates the release of OS X Lion, updated MacBook Airs and Mac minis on July 20 helped contributing to the 22% year-over-year growth in the same period; NPD data suggests Apple could sell between 4.4 and 4.6 million Macs in the quarter. In Q3, Apple sold 3.95 million Macs, and Tim Cook noted the MacBook Pros made up for the majority of Mac sales. It is no secret, however, that ever since the refresh in October 2010 the updated MacBook Air line has been growing in popularity among existing Mac users as well as new customers, with several analysts calling it Apple’s new crown jewel.

Meanwhile, Apple announced 1 million copies of Lion sold after 24 hours of availability, but hasn’t released new data since then. Apple has encouraged customers to upgrade to the new OS thanks to heavy promotion in the Mac App Store and by releasing a USB thumb drive for those unable to download the 4 GB OS installer. Lion also comes pre-installed on the new Macs released this summer, certainly another selling points for the Airs and minis.

According to a report in The Loop, Adobe will today announce that sales of its professional video production tools have skyrocketed year-over-year. Which, in large part has been driven by growth on the Mac platform with disillusioned Final Cut Pro users moving over to alternative products after Apple released the controversial Final Cut Pro X version earlier this year.

As the backlash began from professional video editors, Adobe targeted them, giving discounts for Premiere Pro (Adobe’s alternative to Final Cut Pro) and publishing video tutorials and documents to ease the transition. This appears to have payed off with a 45% growth of Adobe’s video production tools on the Mac and total year-on-year growth across both the PC and Mac platforms at 22%.

In comparison to Adobe’s efforts, Apple hasn’t done much to quell concerns apart from release a Q&A article, refund customers for the purchase and only last week they began selling Final Cut Pro 7 again but at the standard $999 price.

[Via The Loop]

Last month’s release of new MacBook Airs and OS X Lion seems to have given Apple a significant boost in sales for the first month of the September quarter. The latest statistics from NPD reveal that year-over-year, Mac sales were up by 26% – to put that into context it means that Mac growth outpaces the growth of the PC market six-fold.

Piper Jaffray analyst Gene Munster believes that if that kind of growth continues Apple will easily make the estimates of 4.5 million total Mac sales for the quarter. He noted to his clients that the Lion, MacBook Air and Mac Mini launches in mid-July helped inflate Mac sales for the month. However, he did caution them that “these tailwinds will fade throughout the September quarter and year-over-year compares get slightly tougher in the last two months of the quarter”.

The rapid Mac sales growth has seen the platform outpace the growth of the PC market for 21 consecutive quarters and most believe that trend will continue for some time yet. Ben Reitzes of Barclays notes that they expect Apple to continue to gain share in Macs in the long term, despite the iPad’s presence. He adds that their “estimate for Mac growth of 18 percent year-over-year for Apple’s C3Q, may turn out to be conservative even though the global economy appears to be slowing quite a bit.”

[Via AllThingsD]

A report in DigiTimes today claims to reveal new estimates of iPhone production for the rest of 2011. In their report, DigiTimes says that Apple has increased the number of orders for iPhones from 50 million units to 56 million units – roughly a 12% increase. Furthermore, they note that iPhone 5 production would represent roughly 26 million units for the rest of this year.

Looking more closely at iPhone 5 orders, DigiTimes says that Apple has revised down their third quarter (July, August and September) orders from 7 million units o 5.5-6 million units. The fourth quarter (October, November and December), however, has seen an increase in orders from 14 million to 20 million units. Production of the iPhone 3GS and iPhone 4 would also alter between the third and fourth quarters, reducing from 20 million units to just 8 million units in the fourth quarter.

Continued production of the iPhone 4 in the fourth quarter would suggest that Apple is interested in following its recent trend of making the ‘old’ iPhone a cheaper option for those looking to purchase an iPhone. If these suggested forecast figures become reality, it would mean that Apple produces, and likely sells, 95 million iPhones (any generation) over the course of the 2011 calendar year.

[Via DigiTimes, Image via MacRumors]

US carrier AT&T today reported its second-quarter financial results, which broadly speaking has seen some strong growth. The company’s consolidated revenues were up $680 million (2.2%) to $31.5 billion year-over-year and AT&T added a total of 1.1 million new subscribers during the quarter.

AT&T also saw its best ever second quarter for smartphone sales, which were up 43% year-over-year with a total of 5.6 million smartphones sold. The loss of iPhone exclusivity doesn’t seem to have affected AT&T too much because 3.6 million (or 64%) of all smartphones sold were iPhones, which is identical to last quarter in which AT&T sold 3.6 million. To give that figure some perspective, of all iPhones sold in the last quarter (globally), AT&T sold 17% of them. Also interesting is that a quarter of the iPhones sold by AT&T were to new subscribers.

Jump the break for AT&T’s full press release on their earnings.

[Via Boy Genius Report, Asymco]

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