Late Sunday, Samsung said that handset shipments for 2011 have surpassed 300 million units, the first time they’ve done so since the company entered the mobile-phone market in 1988.

More impressive still: They reached that number by the end of November.

So really, this is an 11-month record. It also happens to exceed Samsung’s 2010 handset shipments by a fairly wide margin. Last year, the company recorded sales of 280 million handsets. And it took a full year to do it.

Obviously, Samsung has seen sales accelerate significantly over the past year. And according to company executives, that’s largely thanks to its flagship Galaxy S series smartphones. The S series has been Samsung’s fastest-selling device to date, passing the 10-million-sold mark in just five months.

“We attained the 300 million mark because we’ve introduced hit models in succession by banking on upscale designs and cutting-edge technology,” a Samsung executive told the Dong-a Ilbo, adding, “The attainment of the 300 million mark in mobile handsets effectively demonstrates that Korea is taking the center stage in the global mobile handset market.”

Not so: The latest data from research houses Gartner and IDC shows that HP, already the biggest PC maker in the world, managed to grow its share of the market in the most recent quarter, and actually grew faster than the rest of the industry as a whole.

According to Gartner, HP’s share edged up to 17.7 percent in the third quarter from 17.4 percent in the year-ago period, and it sold 16.2 million PCs. By IDC’s reckoning, (Gartner and IDC conduct their counts a little differently) HP commanded an 18.1 percent share of the market, up from 17.8 percent a year ago, and shipped 16.6 million PCs.

The data, along with retail PC sales as tracked by the research firm NPD, is widely watched in the PC industry and, if nothing else, gives some indication as to the reasoning behind the trial balloon story in yesterday’s Wall Street Journal, which said that HP is rethinking its spinoff plans.

Meanwhile, Dell saw its share fall on both lists, and its position fell to third place behind China’s Lenovo, with Acer coming in fourth on a global basis. Apple maintained its third-place position in the U.S. market and grew its share to nearly 13 percent in the Gartner rankings and north of 11 percent on the IDC list.

For HP, a world-dominating market share is certainly nice to have, but meaningless if it’s not profitable — which it is. In fact, despite declining revenues — sales in HP’s personal systems group fell by about $1 billion in the first nine months of fiscal 2011, to $29.5 billion — the company managed to boost its operating margins from 4.8 percent in 2010 to 6 percent so far this year.

We know most of the reasons for the decline. Apple’s iPad has tamped down demand for conventional notebooks, and HP, having sought to create a competitive response with its TouchPad, didn’t have much luck. The impact is especially pronounced in HP’s notebook sales, which is where most of the billion-dollar drop in sales in the PC division were seen during the first nine months of the year. The results were offset, oddly enough, by a $366 million increase in sales of high-end professional workstation computers.

Still, having a big PC business gives a company like HP the leverage it needs to buy parts from suppliers for its more profitable businesses. In HP’s enterprise storage and networking group, operating margins were about 14 percent in the first nine months of the fiscal year, where sales grew by more than $2 billion.

It is easier to negotiate favorable prices from chip and memory suppliers like Intel, Advanced Micro Devices and Micron — and hard drive suppliers like Seagate and Western Digital — when you’re still the world’s biggest consumer of their products. Absent the PC division, HP’s orders from those suppliers would be smaller and incrementally more expensive, as discounts are often negotiated based on the volume of components ordered.

The enterprise business was to be HP’s future under former CEO Léo Apotheker, and there is little question that its emphasis won’t continue to be on the enterprise going forward. But as HP’s new CEO Meg Whitman, chairman Ray Lane and the rest of HP’s management team contemplate the decision to spin off PCs or not, the evidence is mounting that the two faces of HP are inextricably linked.

An astonishing spike. And it’s even more astonishing when you break it down by sector. In the global home or consumer market, the Mac posted shipment growth of 17.1 percent, while the broader market posted a decline of .6 percent. In the business market, Mac shipments grew 65.4 percent compared to the market growth rate of 9.7 percent. And in government, they grew 549.5 percent compared to the broader market’s 8.4 percent. Of course, government sales represent only 1 percent of total Mac sales, so that spike appears more dramatic than it really is, but still…

So what’s the engine for all this growth? Needham analyst Charlie Wolf thinks it’s a halo effect from Apple’s iOS device trinity–the iPod, the iPhone and the iPad–particularly, the latter two, which are gaining lots of traction in both the home and business markets (Oddly, Apple suffered a decline in the education segment, where it has traditionally been pretty strong).

“The surge in Mac sales in the business market coincided with the introduction of the iPad in the second quarter of 2010,” says Wolf. “It would be foolish to assign a cause and effect connection between the two events. However, in less than a year, the iPad has been deployed or piloted in 80 of the Fortune 100 companies, and it’s reasonable to assume the device has invaded smaller businesses at a similar pace. It’s likely, then, that the halo effect emanating from the iPad will be far stronger than the iPhone halo effect in the business market if only because the iPad is a kissing cousin of Apple’s family of notebook computers.”

According to DisplaySearch, Apple shipped 10.2 million mobile PCs in the fourth quarter of 2010–iPads, MacBooks and MacBook Pros–to claim a 17.2 percent share of the mobile PC market. That makes it the new global leader, a title it wrests from Hewlett-Packard, which shipped 9.3 million units during the same period for a 15.6 share and a second-place ranking. Acer ranked third, with 14 percent of the market and 8.4 million units shipped. Dell ranked fourth, with 5.9 million units shipped and a 9.9 percent market share.

An interesting rebalancing of market power and one that DisplaySearch believes is the result not just of first-mover advantage from the iPad, but notebook shipment growth that exceeds the industry average. Said Richard Shim, senior analyst at DisplaySearch, “Apple is currently benefiting from significant and comprehensive growth from both sectors of the mobile PC spectrum, notebooks and tablet PCs.”

[Image credit: Gizmodo commenter Ahubbuch]

It’s indisputable that Verizon is going to sell a lot of iPhones when the device finally arrives on its network. The question is how many? And the answer is as varied as the research houses trying to pinpoint the number. On the low end, analysts have been calling for nine million, and at the highest end, 12 million.

Until today, when R.W. Baird & Co. analyst William Power reset those parameters with a bullish new potentiality: 23.8 million iPhones sold to Verizon subscribers in the first year.

That’s about double the top end of the range I mentioned (it’s also more than a quarter of Verizon’s current subscriber base). But according to Power–who cautions that this is a “directional number” and not a forecast (there are constraints around how many devices Apple can actually ship)–a recent Baird survey of 1,000 smartphone users supports it. From the survey:

• 29 percent of current Verizon feature phone owners said they will “probably” or “definitely” upgrade to the Verizon iPhone in the next three months. The carrier has roughly 64 million postpaid feature phone users, so that’s 19 million potential iPhone upgrades, assuming eligibility.
• 25 percent of Verizon’s current smartphone users said they will “probably” or “definitely” switch to the iPhone. That’s 4.8 million additional potential iPhone sales, again assuming eligibility.

Grand total: 23.8 million potential Verizon iPhone sales–from the carrier’s installed base alone. Add to that the 5.6 percent of current AT&T iPhone users who told Baird they planned to switch to Verizon and that number rises to nearly 25 million.

Which sounds fantastical, seemingly even to Power, who is standing by his current forecast of 10 million iPhone activations at Verizon. But it does suggest, strongly, that demand could be far greater than anyone has anticipated.

That’s great for Verizon (though perhaps less so for its network) and even better for Apple. Not too bad for AT&T, either. Doesn’t bode well for Android handset makers like Motorola Mobility, though. As CEO Sanjay Jha said during an earnings call yesterday, the company has already seen a slowing of device shipments around news of the Verizon iPhone. “Since the announcement of the iPhone, we have seen some slowdown in our sell through of devices at Verizon,” Jha said. “There was anticipation of devices coming to Verizon even prior the announcement of the iPhone.”

Below, a carrier-by-carrier breakdown of interest in the Verizon iPhone. Each pie chart represents the base of subscribers at each carrier who plan to purchase a smartphone in the next three months. Note: the 25 percent / 29percent numbers above refer to the percentage of the total base of Verizon respondents (i.e. Verizon respondents who plan to purchase a smartphone in the next three months plus those who don’t).

Supply chain sources tell China’s Economic Daily News that Apple has lined up four new component suppliers for the iPhone 5, which they claim is scheduled for a summer launch. Meanwhile, Taiwanese trade pub DigiTimes is reporting that Apple recently bolstered its printed circuit board (PCB) supply chain in preparation for the next iteration of the iPad. Where the company once used just three PCB suppliers for the device, it’s now using seven. Not a surprise, really, given the 14.8 million iPads Apple sold in 2010. DigiTimes’ sources claim they’re scheduled to begin small-volume shipments next month, before going all out in April. Which jibes nicely with that annual refresh cycle I mentioned earlier and rumors of a spring launch.

As I’ve noted here before, the iPad 2 is expected to be thinner than its predecessor and manufactured with the same unibody approach Apple’s been using for the MacBook. It’s also expected to feature an LCD backlit display, a front-facing camera and Facetime video chat support. Finally, some reports suggest it is powered by one of Qualcomm’s multimode chips and will run on both GSM and CDMA-based networks around the world.

However, its forecast that it will sell 8.5 million smartphones this quarter may not be enough to satisfy some analysts. According to Reuters, some firms had recently hiked expectations for HTC, predicting the company would sell 9 million smartphones or more. The company sold 9.1 million phones in the December quarter, though of course that includes the seasonally strong holiday period. HTC noted that any drop in the first quarter will be less than typical.

“Demand remains visible and solid,” the company said. “Management expects a relatively muted seasonal slowdown than previous years.”

For the fourth quarter, HTC reported that sales rose to $3.58 billion (104 billion Taiwanese dollars), up from $1.4 billion (41 billion Taiwanese dollars) a year ago, with per-share earnings growing to nearly 63 U.S. cents a share, up from just over 24 cents in the year-ago quarter.

HTC announced a number of new Android devices earlier this month, including the HTC Evo Shift (a lower-priced 4G phone for Sprint), the HTC Thunderbolt for Verizon and a new phone for AT&T that packs more Web-based services direct from HTC.

One interesting revelation is that both Hewlett-Packard and Acer, the top two vendors by volume in the Gartner survey, saw their shipments decline year-on-year in a period where the rest of the industry was seeing growth, albeit slower than had been previously expected.

Hewlett-Packard maintained its market lead, with a share of about 18 percent worldwide, and 29 percent in the U.S. Acer came in second. Both saw their unit volumes decline. For HP, that translated to a decline of more than 200,000 units in fourth-quarter PC sales, or a little more than 1 percent. For Acer, which had hitched its wagon to the netbook craze a few years ago, it translated to a decline of nearly 2 percent, or more than 222,000 units. Dell, Lenovo and Toshiba all saw their shipments grow, with Lenovo leading the pack, growing a healthy 21 percent.

Gartner says that worldwide shipments totaled 93.5 million units in the fourth quarter, which amounted to growth of only 3 percent over the same period a year earlier, falling short of the 5 percent growth it had previously forecast. Gartner Analyst Mikako Kitagawa blames the iPad and other media tablets for the slackening growth. She says the industry’s one bright spot, oddly enough, is in enterprise, where companies are upgrading the machines they issue their employees. For the full year, the worldwide PC industry recovered from the recession, growing nearly 14 percent to 308 million units.

Apple remained in fifth place in the U.S. with a share of market just shy of 10 percent, and less than a percentage point behind Toshiba. Notably, this figure doesn’t include iPads, which hit a combined 7.5 million units in Apple’s third and fourth fiscal quarters, both of which ended before the holiday season. (Apple will reports earnings for its first fiscal quarter, which includes the holiday season, next week.)

IDC’s survey found the same trend, but it differed from the Gartner survey on a few key points. IDC put Dell in second place, behind HP and ahead of Acer in the worldwide market share race. I’ll attribute this to differences in methodology, since Gartner and IDC differ a little in how they count.

Another interesting note is that IDC paints a more negative picture of Acer, pegging its decline in fourth-quarter sales at 15 percent from 2009 to 2010. I asked IDC analyst Loren Loverde about the difference in IDC’s results versus Gartner’s, and he said part of it comes from differences in methodology, but also from the fact that Acer is closely held and so is a tricky company to track, and the data it does disclose isn’t as detailed as the other companies’.

But Loverde also says decline, whether 2 percent or 15 percent, reflects a stark business reality for Acer. The road to PC growth through mini-notebooks and geographic expansion is closed. It was a good strategy while it lasted.

Note that iSuppli counts microprocessors differently than some of the other research firms. Its “other” category includes not only PC chip also-rans like Via Technologies, but also general purpose RISC chips like IBM’s Power chips that go into servers.

There’s better news, however, for the beaten-down hard-drive industry. After seeing shipments decline through the first half of the year, fourth-quarter shipments are up, as are revenues, iSuppli says. It’s clearly the result of the holiday-season demand, but welcome news, especially in light of all the worries that tablets–like Apple’s iPad–which use flash memory for storage, would whack hard-drive sales. (Though, as Digital Daily’s John Paczkowski noted this morning, the hard-drive guys still have lots to fear from tablets.)

Western Digital is holding on to its top spot as the world’s leading supplier, edging out Seagate, which has seen its share of troubles lately.

Seagate failed to come to terms with TPG Capital last month on a plan that would have taken the company private, and also spurned a takeover offer from Western Digital. Last week it moved to refinance more than $2 billion in debt, more than $500 million of which is due before the end of the year, with a combination of bonds and bank loans.

“Apple’s share of the PC market has been below 5 percent for most of the past 15 years, and even with the much-hyped “iPod halo effect,” this level hasn’t changed in recent years,” Shope writes. “With the iPad, however, Apple is now offering a unique computing device that is priced for the mass market. In fact, our Apple forecast assumes that the iPad segment will surpass Apple’s Mac business in revenues and profits by the end of fiscal 2011–the first full year of iPad shipments….If we include tablets in our PC unit forecast, then our estimates suggest Apple’s combined iPad and Mac market share would reach 12 percent in 2011. Based on the current market share breakdown in the PC market, this could presumably make Apple one of the largest vendors in the combined PC and tablet market.”

As Shope concludes, that would represent a profound change in the PC industry’s competitive landscape. Apple’s share of the total PC market currently stands at around 4.4 percent, and that’s the highest it’s been since early 1996. For it to spike to 12 percent in 2011 on the strength of the iPad suggests that the traditional PC vendors need to redouble their tablet efforts to maintain market share.

Oh, one last thing. Shopes’s target on AAPL? $430

Android shipments have been rising fast as phone makers Motorola and Samsung have hitched their smartphone wagons to the operating system while other brands, including HTC and LG, also ship significant numbers of the phones, while also using rival operating systems.

On Monday, Google debuted Gingerbread, the next version of Android and announced that the Samsung-built Nexus S would be the first phone to run the operating system. That evening, speaking at the D: Dive Into Mobile conference, Rubin showed off a prototype Motorola tablet running Honeycomb, a new version of Android built specifically for tablets.

Interestingly, Rubin said during his onstage appearance that he considers Android today as still geared primarily to early adopters.

“We see 3 immediate effects of expansion of the distribution of the iPhone at Verizon,” Bernstein Research analyst Pierre Ferragu said in a note to clients today. “A) Migration of existing iPhone users from AT&T to Verizon; B) Some migration of Android users at Verizon to the new iPhone; C) More support to Android from AT&T, as a consequence of the loss of the iPhone exclusivity.”

Worst-case scenario, Ferragu figures Motorola, HTC and RIM will lose 10-30 percent of their business to Verizon. But that loss will likely be offset by new gains at AT&T–at least for Android vendors like HTC and Motorola, for whom Ferragu predicts a 0-30 percent increase in shipments at the carrier. Says Ferragu, “If Verizon starts selling the iPhone, we believe there will not be a visible impact for HTC and a limited one for RIM. If there is a medium term impact on Motorola, we believe that the shortfall will be easily made up in the full year.”

Shipments of ‘white-box,’ or unbranded, cellphones rose sharply in emerging markets as Chinese manufacturers expanded into regions like India and Africa, taking market share from the larger cellphone vendors, Gartner said.

Unbranded phone makers’ rapid growth hit the combined market share of the world’s five largest handset vendors, which fell to 67 percent in the third quarter from 83 percent a year earlier. Overall, shipments of phones increased 35 percent in the third quarter from a year earlier to 417 million units, Gartner said.

Chinese makers, who typically build phones around chipsets from Taiwan’s MediaTek Inc., can push out simple devices at very low prices as they have low manufacturing costs and often copy older hardware designs from other vendors, Carolina Milanesi, a Gartner research vice president, said in an interview.

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“Based on our more detailed analysis of supply chain data we are shifting our iPhone assumptions to latter quarters due to the high likelihood that an inventory drawdown and screen supply constraints could impact near-term shipments over the next two quarters,” Wu wrote. “We believe most Street estimates have not factored this in and thus we believe consensus at 8.5 million iPhones for the June quarter may likely prove too aggressive.”

No such issues for the iPad, though. For that device, Wu raised his forecast. He now expects June quarter iPad sales of 3.5 million–up from 3.3 million. For calendar 2010, he’s looking for sales of 10 million–up from 9.7 million.

According to Whitmore’s survey of 100 iPhone 4 retail outlets (Apple, AT&T, Best Buy, O2, Orange and Car-Phone stores in the U.S. and U.K.), 60 percent of Apple Stores were sold out by Thursday evening, as were 100 percent of retail-partner stores. Supplies were replenished overnight, but by end-of-day Friday, quite a few stores were reporting stock-outs. And that number only grew on Saturday.

“Our checks carried out on Saturday revealed that Apple retail stores which were stocked-out on Thursday/Friday were unable to replenish stocks with ~95 percent of stores contacted experiencing stock-out situations. Further, most Apple representatives were not certain about the iPhone 4 stock replenishments and comments such as ‘We’re out of stock’, ‘Don’t know when we will have them in store’, ‘We sold out just minutes ago’, ‘No, we don’t know when we will be getting the phone’ and ‘Your best bet is the online store’ were cited frequently,” Whitmore reported.

“In addition,” according to the analyst, “retail stores which had iPhones in-stock cited long lines (2 to 3 hours) outside the stores. Comments such as ‘We have very limited numbers, we should be sold out in a couple of hours’ and ‘Please give us a call just before you leave home to make sure the iPhones are in stock’ suggested waning inventory levels.”

Whitmore figures Apple (AAPL) sold more than one million iPhone 4s over the weekend, but notes that shipments could have been dramatically higher if there was more supply.

“While the strong start is encouraging, we believe the long-term opportunity for growth of the iPhone is even more significant as near-term shipments are being gated by supply constraints,” Whitmore wrote. “We estimate Apple to sell 44 million iPhones in CY10 (8.5 million in the June quarter) and 55 million in CY11.” (See chart below; click to enlarge.)

“Once you see the new platform…you’ll be all very surprised,” RIM co-CEO Jim Balsillie said during the company’s earnings call Thursday. “…I think you’ll just be amazed that how it’s a quantum leap over anything that’s out there….I just wish I could wind the clock forward a few weeks.”

I’ll bet you do. How annoying it must have been to report softer sales and handset shipments than expected on a day when the newly launched iPhone 4 is selling out to massive crowds.

Of course, RIM did sell its 100 millionth BlackBerry during the quarter. An impressive milestone, but one the company has already passed. The more pressing question now: How quickly will Research in Motion (RIMM) sell another 100 million in a market enamored of super-smartphones like the Droid, iPhone and Evo?

Piper Jaffray analyst Gene Munster checked in with 50 U.S. Apple retail stores and found the iPad sold out or in limited supply at many of them.

“74 percent of the stores we checked were completely sold out of all iPad models. 26 percent had some WiFi models in stock, and no stores had any 3G models available,” the analyst reports.

“We note that the stores have implemented a reservation system, by which customers can request to be placed on a waitlist for future iPad shipments, notified upon arrival, and given 24 hours to pick up the iPad,” Munster adds. “One Apple store representative indicated that the in-store reservation system typically takes 4-7 days.”

Given that, the fact that iPad orders made at Apple’s online store are now listed as shipping in “7-10 business days,” up from a previous range of “5-7 business days,” and the international iPad launch next week, Munster figures supply constraints will easily last through the June quarter, reaching equilibrium in late fall.

“[The iPad launch] far exceeded our expectations. We were shocked by U.S. demand,” Apple COO Tim Cook said during Apple’s last earnings call.

Evidently that continues to be the case.

[Image credit: Gizmodo commenter Ahubbuch]

Reporting first-quarter earnings this morning, the world’s largest maker of mobile phones fell short of expectations for both sales and profit. Though sales rose for the first time since the second quarter of 2008, they did not meet consensus estimates. Where analysts were looking for 9.69 billion euros, Nokia (NOK) delivered just 9.52 billion. And at 14 cents a share, adjusted earnings missed a consensus forecast for earnings of 15 cents.

There was some good news amid the bad, though. Nokia sold 21.5 million smartphones during the quarter, up 57 percent. That’s quite an improvement over last quarter, though as growth rates go, it pales compared with the 131 percent jump in iPhone shipments Apple (AAPL) reported earlier this week.

In any event, Nokia’s struggle to return to its former glory in the highly competitive mobile market is far from over. Said CEO Olli-Pekka Kallasvuo: “We continue to face tough competition with respect to the high end of our mobile device portfolio, as well as challenging market conditions on the infrastructure side.”

That’s not going to change any time soon, particularly in the smartphone market, where Nokia lags far behind its rivals. As Gartner (IT) analyst Carolina Milanesi notes, “Everyone else has caught up and Nokia has been left behind.”

And while the company is doing its damnedest to catch up, things just don’t seem to be working out. Indeed, this morning, Nokia said it is delaying the launch of its first Symbian 3 devices from the second till the third quarter.

“We will not ship these products before the quality meets the end user’s needs and demands,” Kallasvuo said during the company’s earnings call. “It’s a painful thing to delay something a bit. I am aware of that. But at the same time meeting the quality requirements is the right thing to do.”

Disappointing news given that these are the handsets intended as rivals to Apple’s iPhone and to some of HTC’s Android devices. Pushing their launch date out is going to put the company under enormous pressure toward the end of the year as we head into the winter holidays.

Said Milanesi: “Nokia catching up becomes less hopeful because of these delays. Competition will only get tougher in the second half with the run up to Christmas. We have to see what kind of rabbit they can pull out of the hat.”

Wall Street’s reaction to today’s news? A nasty beating. As of this writing, Nokia shares are trading down nearly 13 percent at $12.86.

“We estimate Apple sold between 600-700k iPads (including online pre-orders which started on March 12th) on the first day (4/3),” he wrote. “It took Apple three days to sell a million iPhone 3GS and iPhone 3G’s, and 74 days to sell 1m original iPhones.”

Interestingly, Munster said that inventory is not quite as constrained as one would think given Apple’s decision last week to push some iPad pre-order shipments ahead to April 12.

“As of 7:30PM ET on Saturday night (4/3), 19 of 20 stores we called still had availability of all models, which is a positive for first day sales given Apple was able to fulfill most demand,” Munster wrote.

“In addition,” the analyst continued, “we noted longer than expected lines at the five Apple stores we surveyed. For example, at the 5th Ave Store in New York we counted 730 people in line at 9am (when iPad sales began) compared to our count of 350 people for iPhone 3GS, and 540 people for iPhone 3G.”

In a report out today, research firm IDC reveals that netbook sales are slowing–significantly. Shipments to retailers in the first three months of this year are expected, when the final numbers are in, to have grown 33.6 percent to 4.8 million units. Which is substantial.

Problem is, that’s not even close to the growth netbooks enjoyed during the same period last year, when sales spiked 872 percent to 3.6 million units.

Now obviously, an 872 percent growth rate isn’t sustainable. That said, the year-over-year drop IDC observes is precipitous enough to raise questions about the continued viability of the category, particularly given recent reports that manufacturers like Hewlett-Packard (HPQ) and Dell (DELL) are losing interest in 10-inch netbooks because of disappointing sales and the surge of interest in Apple’s (AAPL) iPad.