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Apple's share of tablet market slides to 77%, Android rises to 22%

post #1 of 108
Thread Starter 
Despite posting impressive sales of the iPad last quarter, Apple saw its tablet market share drop from 95 percent to 77 percent as shipments of Google Android-based tablets chipped away at the company's tablet dominance, a new report says.

Sales of the first competitors to Apple's iPad have begun to take off, resulting in the market share for tablets running the Google Android mobile OS increasing nearly tenfold in the December quarter, said research firm Strategy Analytics on Sunday.

Last quarter, the firm reported that Apple held a dominating 95 percent of the tablet market, with Android tablets representing just 2.3 percent of the market.

Apple reported record sales of 7.3 million iPads in the December quarter, while Android shipments jumped from just 100,000 units to 2.1 million, according to the report.

"The Samsung Galaxy Tab was the main driver of Android success, said Neil Mawston, director at Strategy Analytics. Tablet makers like Android because of its perceived low cost and an accompanying range of compelling media services such as YouTube and Google Maps.

In November, Samsung revealed that sales of the Galaxy Tab had reached 600,000 in the first month of availability. Last week, Samsung announced that it had sold 2 million tablets in the fourth quarter.

Update: Samsung has admitted that its "sales" figures for Galaxy Tab are actually inventory channel stuffing and do not represent real sales to consumers.

Apple will face even stiffer competition later this year when Motorola and Research in Motion launch tablets of their own. The Motorola Xoom, which was "not completely done" when it was demoed at the Consumer Electronics Show earlier this month, is scheduled for a first quarter release. A purported leak from Verizon's internal inventory system suggests that the Motorola Xoom could debut for as much as $799.99.

BlackBerry maker RIM is working on the PlayBook 7-inch tablet, which is also set to launch by the end of the first quarter. A recent survey by Royal Bank of Canada analyst Mike Abramsky indicated that prelaunch interest in the PlayBook is well behind that of the iPad. Another analyst has alleged that RIM is struggling to extend the PlayBook's battery life beyond just a "few hours," though the Ontario-based smartphone maker has denied the claims.

For its part, the Cupertino, Calif., iPad maker has not been resting on its laurels. Numerous reports have emerged suggesting that production of the second-generation iPad will begin in February for a possible April launch. A recent analyst report claims that Apple is focusing on "thickness and anti-reflection, not resolution" for the next iPad. According to the report, Apple will also include a dual-core processor, upgraded graphics processor, and more RAM.
post #2 of 108
OMG ... the world is coming to an end!
post #3 of 108
Was there ever a person alive with any sense that believed Apple would stay on top of a market liken the tablet? Also there is just to much talk about Apple here and Apple there. just shut up and let the company do its thing.Da**!
But in the end Apple will make more money in the tablet business because it doesn't compete with any other iso device. Just like the pc the Android tablets will be hammering it out for margins with the same hardware and of course the same mobile OS.
Many will go south because you know there will be those poorly built honeycomb tablets next to the chocolate covered cherries in 7-11 going for $60.00!
those are the tablets will will kill off HP's slate and the RIM playbook. Cheap, disposable and no offing support.
post #4 of 108
Apple sold 14.8 million iPads in 2010 calendar year while androids sold 2.1 million. Apple has about 87% market share not 77%. 77% is just the 4th qtr result.
post #5 of 108
I expect that those numbers will quickly change when iPad 2 is released. I know a LOT of people that are anxiously awaiting iPad 2 and I'm one of them.

Not a big deal anyway, Apple doesn't have to own the entire tablet space. Competition is good. Hopefully it just makes them better.
post #6 of 108
Obviously other tablets were going to take some market share away, but that's a huge amount more than I think anyone would seriously expect. Doesn't look good for this year when they start to get some actual serious competition.
post #7 of 108
Samsung 'sold' 2 million? Where's the evidence? (Please don't post links to stories saying 'shipped.')
post #8 of 108
Quote:
Originally Posted by yodaxl7 View Post

Apple sold 14.8 million iPads in 2010 calendar year while androids sold 2.1 million. Apple has about 87% market share not 77%. 77% is just the 4th qtr result.

And does the article say anything else?
post #9 of 108
If you start out with 90 something share of a new market, it is not surprising that this will go down as others enter that market. So this is newsworthy; but it gives little indication as to how this market is going to shake out.

As for Apple, they will do just fine.
post #10 of 108
Quote:
Originally Posted by anantksundaram View Post

Samsung 'sold' 2 million? Where's the evidence? (Please don't post links to stories saying 'shipped.')

Since everyone else but apple sells to carriers it's rather hard to get sales from Samsung.

The tab is nice if there wasn't an ipad. All the upcoming tablets are also kinda hit or miss.

http://www.anandtech.com/show/4138/t...nds-on-roundup
post #11 of 108
http://forums.appleinsider.com/image...ies/1oyvey.gif Competition is good. Keeps companies agile. But...

Can anyone tell me the benefits of the Samsung iPad-clone-but-smaller-yet-clunkier?
I tried to find advantages over the iPad, and found none. Yes there's camera's, but everything looks and feels so hobbled together I can't imagine anyone paying more than pocket change for it.
It's smaller; more expensive; feels like a Chinese 1 dollar toy; the OS/interface is chaotic, unintuitive and vaguely reminiscent of Windows 3.1 (icon/label positioning); scrolling is stuttery; some apps scale, some apps fill only half the screen.

Besides, I coudn't find any (useable) apps for it, and the sticker told me it could run a full (woo-hoo) 7 hours on a battery while my iPad easily gets me through the day (12 hours or more).

I only played with it for about 20 minutes, but was utterly unimpressed, so I really, really like to know where the reviewers found all the good things. There can't be a million idiots out there...
post #12 of 108
Quote:
Originally Posted by anantksundaram View Post

Samsung 'sold' 2 million? Where's the evidence? (Please don't post links to stories saying 'shipped.')

Did you see "evidence" for the Apple sales or do you take them for granted?

I must say that I'm happy seeing an unspun headline for a change. I'm a happy iProduct owner but I hate it that most Apple sites spin their headlines or just ignore news that might be negative for their religion.
post #13 of 108
Is this really a surprise to anyone? Apple basically reinvented the category. Yes, it existed, but no one was really buying tablets. The iPad recreated the market and took almost 100% of it. Apple not only created an established, viable category with the iPad, it created a market for tablets in general. People want them now, even non-Apple fans (or even Apple haters). Many of these will opt for alternatives, now that there are some. Apple will continue for a long time as the dominant player in this category and, just like with smartphones, will grab the lion share of the profitability while the other fight it out for scraps in a race to the bottom, price/profit wise.

"My 8th grade math teacher once said: "You can't help it if you're dumb, you are born that way. But stupid is self inflicted."" -Hiro. 

...sometimes it's both
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"My 8th grade math teacher once said: "You can't help it if you're dumb, you are born that way. But stupid is self inflicted."" -Hiro. 

...sometimes it's both
Reply
post #14 of 108
Quote:
Originally Posted by Singapura View Post

Did you see "evidence" for the Apple sales or do you take them for granted?

I must say that I'm happy seeing an unspun headline for a change. I'm a happy iProduct owner but I hate it that most Apple sites spin their headlines or just ignore news that might be negative for their religion.

Just as a personal aside, what exactly do you expect from fan sites anyway?? I think your expectations are highly unrealistic in this day and age of blogdom. Partisanry is rampant and you need to get used to it - just don't go to those sites where the commentary is off-the-wall - or conversely learn to ignore the things that are blatant fanatical commentary and/or trollish. Most Microsoft sites do the same, the Android sites are rife with it as well.

Of course there was evidence of the iPad sales - it was just reported in Apple's quarterly financial reporting. If you go to a site like asymco - you get the essentials all the time.

This was a stupid hit-baiting headline anyway. What idiot would make a call like that? Apple owned the field because they were the only one for sometime actually in the field. Once they set the interface and physical format criteria as a benchmark -all the rest of the manufacturers are rushing to fill in the rest of the field now. The competition is just heating up - same as they did with the iPhone and the iPod. But every new product release they learn valuable lessons on how to manage their marketshare, making it harder for the rest to anticipate and plan forward of where Apple is going. Apple is responsible for popularizing the format and touch interface, everything else right now is merely derivative. Someone like Microsoft has the resources to try and get out in front of Apple -but they are too hobbled internally by their culture to be effectively innovative. I hope that changes, but I am not optimistic.
If you are going to insist on being an ass, at least demonstrate the intelligence to be a smart one
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If you are going to insist on being an ass, at least demonstrate the intelligence to be a smart one
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post #15 of 108
That is called early adopters. There is no evidence that Android for tablets is taking off. They have yet to release a real tablet OS and we have yet to see if there will be developer support for the platform.
post #16 of 108
Quote:
Originally Posted by Singapura View Post

Did you see "evidence" for the Apple sales or do you take them for granted?

I must say that I'm happy seeing an unspun headline for a change. I'm a happy iProduct owner but I hate it that most Apple sites spin their headlines or just ignore news that might be negative for their religion.

Apple is doing well on all fronts. Why would you expect a lot of negative news. Normally it is the "other guys" that are trying to put spin on things because that is all they got.

There are official reports from Apple on Sales. Their quarterly sales were posted in the last week or so.
post #17 of 108
Quote:
Originally Posted by skipaq View Post

If you start out with 90 something share of a new market, it is not surprising that this will go down as others enter that market. So this is newsworthy; but it gives little indication as to how this market is going to shake out.

As for Apple, they will do just fine.

Couldn't agree more - only thing surprising to me was that they didn't have an even higher share to start with - when you are at the top and other players enter you naturally go down. BFD - wait and see how it looks after Android tabs are out for a while (and Galaxy users find they can't upgrade to Honeycomb - unless hardware specs have changed).
post #18 of 108
Quote:
Originally Posted by Singapura View Post

Did you see "evidence" for the Apple sales or do you take them for granted?

I must say that I'm happy seeing an unspun headline for a change. I'm a happy iProduct owner but I hate it that most Apple sites spin their headlines or just ignore news that might be negative for their religion.

You missed his point. He is raising the issue of shipments versus sales to end-users, or sell-through. Samsung has never giving figures for sell-through, yet Apple gives both. In the case of Samsung, it's a very important point since all Samsung's sales are to resellers opposed to Apple's direct sales.

The Galaxy Tab is available in 100 countries on 200+ carriers. Therefore, most of the 2M units was just channel fill, no real evidence of strong-sell though. The resellers might have to take a bath if they can't sell off their stock. There is already evidence this might be happening due to the recent price cuts for the Samsung Tablet.

In short, Samsung could report 2M unit sales without a single one being purchased by a end consumer.
post #19 of 108
Quote:
Originally Posted by macspotter View Post

http://forums.appleinsider.com/image...ies/1oyvey.gif Competition is good. Keeps companies agile. But...

Can anyone tell me the benefits of the Samsung iPad-clone-but-smaller-yet-clunkier?
I tried to find advantages over the iPad, and found none. Yes there's camera's, but everything looks and feels so hobbled together I can't imagine anyone paying more than pocket change for it.
It's smaller; more expensive; feels like a Chinese 1 dollar toy; the OS/interface is chaotic, unintuitive and vaguely reminiscent of Windows 3.1 (icon/label positioning); scrolling is stuttery; some apps scale, some apps fill only half the screen.

Besides, I coudn't find any (useable) apps for it, and the sticker told me it could run a full (woo-hoo) 7 hours on a battery while my iPad easily gets me through the day (12 hours or more).

I only played with it for about 20 minutes, but was utterly unimpressed, so I really, really like to know where the reviewers found all the good things. There can't be a million idiots out there...

i am absolutely not interested in another 10" device. ipad is the best and i have one, but, i am going to buy a 7" pad of some type and since apple still thinks no one wants a tablet between 5 and 7 inches it will have to be android based.
post #20 of 108
Quote:
Originally Posted by noirdesir View Post

And does the article say anything else?

Ah, yes it does actually.

It implies by the way it's written that the 77% is a cumulative result, or where Apple stands now overall, whereas if it's just the fourth quarter number that's a different thing entirely. The way the word "slip" is used here is a part of it.

Edit:

Also, outside of the Tab there aren't any Android tablets shipping in numbers at all yet, so how can Android take any reasonable percentage of the "tablet market"? Methinks they are including and all those smartphones that the manufacturer just chose to *call* a tablet even though we all know they aren't.
post #21 of 108
Quote:
Originally Posted by esummers View Post

That is called early adopters. There is no evidence that Android for tablets is taking off. They have yet to release a real tablet OS and we have yet to see if there will be developer support for the platform.

This.

A lot of consumers need to try the other side before settling on a better experience.
post #22 of 108
Quote:
Originally Posted by Singapura View Post

Did you see "evidence" for the Apple sales or do you take them for granted?

Look up a company's press releases, then if you want real data, quarterly and annual filings -- say, Apple and Samsung, for starters. You may actually learn something.
post #23 of 108
Quote:
Originally Posted by fecklesstechguy View Post

Just as a personal aside, what exactly do you expect from fan sites anyway?? I think your expectations are highly unrealistic in this day and age of blogdom.

See above.

The only 'unrealistic' expectation in blogdom is for any trace of data-based substantiveness.
post #24 of 108
Quote:
Originally Posted by noirdesir View Post

And does the article say anything else?

"Apple's share of tablet market slides to 77%, Android rises to 22%"

Yes, the title does.

This is a ridiculous article. Of course Android now have some market share - they now have tablets available for purchase. This isn't an indication of anything, Apple are still selling tablets as fast as they can make them, they have made the market explode, it simply didn't register with the average consumer before iPad.

I do not understand various articles on this site with the "marketshare" obsession. Apple have never been about market share. They are about user experience and profit. They are the world leaders in this. Nothing is slipping, nothing is changing.

If Apple wanted dominant market share, they too would give away their products. Anyone can give away rubbish in order to achieve a greater market share, doesn't make for a better product.

I have a choice when I upgrade my phone next month - any number of windows or android phones for free or BUY FOR CASH UP FRONT an iPhone. The fact that Apple have any share at all in an industry where hardware traditionally appears to be free is quite amazing. Likewise the iPad, I can get some nasty 7" droid thing FOC with my cell phone contract, or I could buy an iPad. I bought the iPad.

"Look everybody, we can give away more of our product than Apple can sell of theirs, aren't we clever. And on the road to zero profit".

lol.
post #25 of 108
I would imagine that some of the market for other devices will be driven by f
post #26 of 108
Quote:
Originally Posted by AppleInsider View Post

Despite posting impressive sales......

Last quarter, the firm reported that Apple held a dominating 95 percent of the tablet market, with Android tablets representing just 2.3 percent of the market.

Apple reported record sales of 7.3 million iPads in the December quarter, while Android shipments jumped from just 100,000 units to 2.1 million, according to the report......

Another hit piece. Twist the facts so it makes it sound like the world is ending, collect your hits, then do it again. Sad, just sad.

Apple has 70+% of world wide mp3 player sales. Some how I think this is going to be a similar number. Year after year... 70+%.

And OH how the "people " will complain.

Just a thought,
en
post #27 of 108
This is surprising considering that there isn't really even an "Android tablet" on the market... just oversized phones with 7" screens.

It will be interesting to see what happens when an Android tablet actually reaches the market.
post #28 of 108
I would imagine that some of the market for other devices will be driven by folks who wan to use flash content.

There are lies, damn lies and then there are statistics.

So long as there is more than a single company or product on the market there will be comparisons. Any comparison that does not include the raw numbers and define the parameters (single quarter, total for all historical etc) it will be possible even likely to misrepresent or misinterpret the results.

Since iPad sales where higher in that quarter rather than saying iPad fell to 77% of the sales for that quarter it would be more accurate to say that the overall size of the market grew. Or perhaps to relate the percentage of non-apple to apple rather thanel either to the combined total. For example apple sold 10 iPads for every 1 tablet sold with android in 1Q2010 and 10 for every 1.5 in 4Q2010. Or something like that.

Another metric that is often overlooked is how much longer apple products typically last and are handed down compared to other vendors products that get disposed of.
post #29 of 108
I thought that the Galaxy Tab wasn't really considered a tablet because it doesn't have a true tablet OS. Or are there other definitions that classify a tablet what it is? I think we'll need time to see how the tablet market shapes up. Losing market share can't be helped since every million tablets that are Android-based will shift percentages in their favor quite a bit. I still don't quite understand what this pitting dozens of companies against Apple means very much in terms of success or profitability. After all, those other companies are also competing against one another. It's not as if Android is some collective hive that shares profits equally among all Android device partners.

Sheer numbers seems to be the analysts only measure of determining success but I'm not sure why. Again, I would use Nokia as a prime example that shows that sheer number of units sold does not guarantee platform or financial success and in fact, could be downright detrimental.
post #30 of 108
Quote:
Originally Posted by screamingfist View Post

i am absolutely not interested in another 10" device. ipad is the best and i have one, but, i am going to buy a 7" pad of some type and since apple still thinks no one wants a tablet between 5 and 7 inches it will have to be android based.

I believe Apple determined that MOST consumers prefer a larger-sized screen, not that NO CONSUMER wanted 7" tablets. We'll see if what size display most consumers choose in 2011. There will be other factors such as price that may pull consumers to a smaller display. You'd likely need to do a poll to determine what size display consumers prefer.
post #31 of 108
Quote:
Originally Posted by Constable Odo View Post

I believe Apple determined that MOST consumers prefer a larger-sized screen, not that NO CONSUMER wanted 7" tablets. We'll see if what size display most consumers choose in 2011. There will be other factors such as price that may pull consumers to a smaller display. You'd likely need to do a poll to determine what size display consumers prefer.

"The reason we [won't] make a 7-inch tablet isn't because we don't want to hit that price point, it's because we think the screen is too small to express the software," Jobs said on Monday's quarterly earnings conference call. "As a software driven company we think about the software strategies first."

didn't hurt iphone sales though...
post #32 of 108
iPad still sold more during a time when people don't normally spend and are certainly not buying gifts for other people en masse. You can't deduce anything about the popularity or longevity of a product by looking at holiday sales alone. Even with the iPad, you need to wait and see a YoY sales comparison to determine any kind of pattern.
Disclaimer: The things I say are merely my own personal opinion and may or may not be based on facts. At certain points in any discussion, sarcasm may ensue.
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Disclaimer: The things I say are merely my own personal opinion and may or may not be based on facts. At certain points in any discussion, sarcasm may ensue.
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post #33 of 108
If you look at it from the point of view that tablets are the new netbook, then look at combined sales of netbooks and tablets, then Apple's share of that market space in increasing.

You can make any figures into any kind of story. The tablet market is new, Apple found the sweet spot first, but sweet spots move about and change, so it's who will produce the product that people want to buy say in 6 months time, 1 years time, etc.

A decreasing market share is not always bad news, especially in a new market area where the overall market is growing at a very rapid rate. Why not simple look at number of units shipped as a measure of success rather than percentage of a market (whose boundaries can be a bit tricky to work out. Is a 6 inch screen device classed as a small tablet or a large smartphone? Should 7 inch devices be classed as tablets - Jobs doesn't think so, but others do? does a large device with a swivel or slide out keyboard count as a tablet?)

As I am getting married this year, my disposable income is severely restricted, but if it wasn't, the 3 things I would be wanting to buy are;
1. iPad 2nd Gen
2. Apple TV
3. iMac 27"

Maybe by the time I have some disposable income, some competition would come up with a compelling product that will change my plans, but there is nothing yet that appeals to me. I like to be able to switch on a product and start using it without needing to read user manuals to figure out how something works. I find that Apple products are very much 'Switch On and Play'. That is what the competition needs to strive towards.

Phil
post #34 of 108
Quote:
Originally Posted by screamingfist View Post

i am absolutely not interested in another 10" device. ipad is the best and i have one, but, i am going to buy a 7" pad of some type and since apple still thinks no one wants a tablet between 5 and 7 inches it will have to be android based.

Yes, it is a shame Apple isn't going to offer a smaller iPad.

I was thinking about buying the iPad 2 however something occurred to me. If I had a smaller device that was more portable, in the 5"-7" inch range, I would be willing to replace my iPhone with a basic non-smart phone and also carry the small tablet. I think more and more people will start doing this.

If Apple doesn't offer the iPhone 5 with a bigger screen or an iPad 2 with a smaller one (both things extremely unlikely) I may end up with neither an iPhone or iPad.

Also, on another note...I noticed when talking about computers, Apple market share is usually compared to the market share of individual Windows box builders like Dell or HP. However when talking about phones or tablets, Apple's market share is usually compared to another mobile OS, not to companies that are selling the devices. i.e., iOS vs Android. Why is that?

-kpluck

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post #35 of 108
Quote:
Originally Posted by Bilbo63 View Post

I expect that those numbers will quickly change when iPad 2 is released. I know a LOT of people that are anxiously awaiting iPad 2 and I'm one of them.

Not a big deal anyway, Apple doesn't have to own the entire tablet space. Competition is good. Hopefully it just makes them better.

I don't know if their share will grow with iPad 2, because other tablet sales will grow too.
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post #36 of 108
Quote:
Originally Posted by Constable Odo View Post

I believe Apple determined that MOST consumers prefer a larger-sized screen, not that NO CONSUMER wanted 7" tablets. We'll see if what size display most consumers choose in 2011. There will be other factors such as price that may pull consumers to a smaller display. You'd likely need to do a poll to determine what size display consumers prefer.

Exactly! Well said.

It's all about Apple guessing where the "sweet-spot" in the market is, and going after that first. Then possibly consider other sizes later.

The iPad was never intended to be all things to all people. It was intended to the tasks thatt most people needed it to do and do it well. It also needed good battery life and a reasonable price.

So far anyway, it appears that the consumers have spoken with their wallets and that Apple's guess was pretty much spot on.
post #37 of 108
A bunch of friends and I just went to a local electronics store to check out the Samsung Galaxy, I brought my iPad for comparison. The result? They ended up buying 10 iPads from the Apple Store. Apple couldn't have made a better case for the iPad if they had come up with the Samsung Galaxy themselves.

Most of them, decided on the spot when they just tried to load a couple of apps. Two who have little kids didn't even have to do a hands on, all they asked was "does it play Plants vs. Zombies" and "can I get Angry Birds for it, cuz that what my kid wants to play". One guy just said, "you know what, my kids keep telling me about the 10+ pages of games their friends have on their parent's iPads, and I'd never live it down if I couldn't beat that."

Market share? Yeah right, it's all about mind share and market penetration. I don't really see anyone beating Apple for a long, long time.
post #38 of 108
Quote:
Originally Posted by Firefly7475 View Post

This is surprising considering that there isn't really even an "Android tablet" on the market... just oversized phones with 7" screens.

It will be interesting to see what happens when an Android tablet actually reaches the market.

When an Android tablet finally reaches the market, it'll be another year behind because the iPad 2 will be out. This will play out much like the iPhone. Android will release their OS on tablet after tablet, and after 2, 3 or 4 years, a hardware maker will finally catch up to what Apple is doing. Then of course the stories of Android owning the market share for tablets will pop up, even though there's only one iPad and a gazillion Android tablets.
post #39 of 108
I would bet that the "slide" is a direct result of people wanting to now wait for the the second gen of the iPad. You would have to be a fool to buy the "old" one now. As much as a fool as to believe that sales have slipped for any other reason. One other thing, "figures don't lie, but liars can sure figure".
post #40 of 108
Quote:
Originally Posted by Singapura View Post

Did you see "evidence" for the Apple sales or do you take them for granted?

I must say that I'm happy seeing an unspun headline for a change. I'm a happy iProduct owner but I hate it that most Apple sites spin their headlines or just ignore news that might be negative for their religion.

Assertions of sales numbers given a quarterly earnings calls are about as solid as you'll ever see... they're backed up by law.
I haven't seen any Tab numbers other than in press released, phrased as 'shipped'.
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