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IDC: Apple's iPad 2 took market share from Android tablets in Q2 2011

post #1 of 104
Thread Starter 
Apple's iPad 2 took the lion's share of global tablet shipments in the second quarter of calendar 2011, with a 68.3 percent share, while Android's share of tablets slipped, according to the latest figures from IDC.

Total "media tablet" shipments in the second quarter of 2011 were 13.6 million units, an 88.9 percent sequential increase and 303.8 percent year-over-year rise, IDC said on Wednesday. Apple reported its own shipments of 9.25 million iPads in July, giving the Cupertino, Calif., company a 68.3 percent worldwide share, up from 65.7 percent in the previous quarter.

Apple's gains came as Google's Android platform lost some traction in the tablet market, slipping to 26.8 percent of total shipments. In the previous quarter, Android devices represented 34 percent of tablets shipped.

Going forward, IDC sees Android losing even more ground in tablets, dropping to 23 percent in the third quarter of 2011. But Android is predicted to grow at the end of the year, with a forecasted 25.9 percent share in the fourth quarter of 2011.

"Media tablet shipments grew at a solid pace in the second quarter, led by continued strong demand for Apple products," said Tom Mainelli, research director, Mobile Connected Devices. "We expect shipment totals to continue to grow in the third and fourth quarter, as additional vendors introduce more price-competitive Android products into the market and Apple works to maintain its dominance in the category."

IDC expects to see continued demand for the iPad lineup, as Apple's touchscreen tablet is predicted to maintain its dominance in the market.

"Apple's iOS share will continue to lead by more than 40 percentage points over Google's Android for the remainder of the year, but we expect Apple's share to fall closer to 50% by the end of the forecast period as manufacturers bring new tablets to market," said Jennifer Song, research analyst, Worldwide Trackers.



The research firm also predicted that close to a million HP TouchPads will be shipped before the end of the year, giving the webOS platform a 4.7 percent share in the third quarter of 2011. Sales of the TouchPad skyrocketed after HP discontinued the device, and consumers flocked to the $99 fire sale price HP adopted to clear out its remaining inventory.

Earlier this year, IDC's research concluded that the iPad took an 83 percent share of all tablets shipped in 2010. And in July, the firm predicted that a total of 53 million tablets would be sold in 2011 with Apple's iPad 2 carrying the market.

This month, a report from the Far East claimed that Apple's overseas manufacturing partner Foxconn was prepared to ship a massive 20 million iPads this quarter. If Foxconn were to meet that estimate, it would represent 60 percent sequential growth in shipments.
post #2 of 104
Shipping numbers only give you a baseline. Considering how poor sell through and returns have been, android has a much lower share in units actually sold.
post #3 of 104
Other tablet makers have until Apple releases a 2048x1536 iPad to capture a decent share of the market or I don't think this will solidify into another iPod-like market for Apple.
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post #4 of 104
The iPad has only 68% of the tablet market? 95% is a much more accurate estimate.

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post #5 of 104
Quote:
Originally Posted by jd_in_sb View Post

The iPad has only 68% of the tablet market? 95% is a much more accurate estimate.

Other sites have had more accurate article titles noting that it's shipments, not sales.
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post #6 of 104
Quote:
Originally Posted by jd_in_sb View Post

The iPad has only 68% of the tablet market? 95% is a much more accurate estimate.

I totally agree. Does anyone remeber the number of HP tablets Best Buy had rotting on the shelves until they gave them away? They sold maybe 1 in 10 that were shipped. Do you think the Samsung or Motorolla tablets did that much better? I think a more reasonable assesment is that Apple has somewhere in the neighborhood of 90% of the market share and 98% of the profits.

Is it me or is every "info" release from IDC strongly biased to pasting a positive glow on Andriod?
post #7 of 104
this is IDC correcting for shipped vs sold numbers. the android tablets never sold and over time realigns as shipments are cutback; Apple didn't gain market share at the expense of android; they already had it as others have pointed out
post #8 of 104
Quote:
Originally Posted by AppleInsider View Post

... Foxconn was prepared to ship a massive 20 million iPads this quarter. If Foxconn were to meet that estimate, it would represent 60 percent sequential growth in shipments

If they shipped 9.25 M last quarter, and are shipping 20M this quarter, isn't that a more than 100% growth?
post #9 of 104
One could only imagine what the sales would be if we weren't in a recession and more people had money to spend.
post #10 of 104
I work in the IT department of a large (30k student) university, and for administrative and enterprise functions, we are mostly still a Microsoft shop. However, when it comes to tablets and laptops, Apple is making HUGE inroads, even among the MS shills and hangers-on in the department (who are all toting around iPads).

Besides the few Android tablets and the BB Playbook we received for testing and support purposes, I have neither seen nor heard of a single non-iPad tablet device in use by either IT staff or any of our clients. For that matter, even walking around campus and seeing hundreds of students on a daily basis, I have yet to see ANYTHING else but iPads in the "wild."

OK, OK, I do know a guy that bought an HP Touchpad for $65, but he only uses it to run Ubuntu.
post #11 of 104
Quote:
Originally Posted by Jcoz View Post

Shipping numbers only give you a baseline. Considering how poor sell through and returns have been, android has a much lower share in units actually sold.

Watch what you say or you'll have Gatorguy asking you to provide a link to iPad "sales".
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post #12 of 104
IDC's numbers are a joke.
post #13 of 104
Quote:
Originally Posted by island hermit View Post

Watch what you say or you'll have Gatorguy asking you to provide a link to iPad "sales".

In which case, tell him to look up the segment data that Apple reports every quarter. iPad unit sales are always reported in all their glory.
post #14 of 104
Quote:
Originally Posted by Jcoz View Post

Shipping numbers only give you a baseline. Considering how poor sell through and returns have been, android has a much lower share in units actually sold.

7 months of channel inventory compared to 3-5 weeks. Wonder why IDC does not report this.
post #15 of 104
IDC has been notoriously inaccurate, with virtually everything, I don't remember exactly the figures, but weren't they the guys who predicted that RIM and Nokia would still be relevant in 2014 when in fact, RIM will be filing for bankruptcy protection in 6 quarters with Nokia not far behind. I've yet to see a non-iPad tablet in the wild, and one wag on this very site said he'd buy a $99 HP for his morning communion with the porcelain convenience; last I checked, people don't often do number 2 in the wild. I agree with whoever said 95%; let's be kind and say 90%. This would be an iPad market for another 5 years even if apple didn't update the hardwareit's the ecosystem, stupid
post #16 of 104
Quote:
Originally Posted by markb View Post

Is it me or is every "info" release from IDC strongly biased to pasting a positive glow on Andriod?

Companies like Motorola, Samsung, HTC, Sony, LG...

You don't want to tell the people paying you that "Dude, you are loosing and getting your backside kicked by a company that does not use our services."
post #17 of 104
"Apple's iPad 2 took market share from Android tablets"

Exactly what percentage of nothing did they take?
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post #18 of 104
Maybe Android manufacturers will come up with something usable with ICS. Current Honeycomb tablets, sadly, are nothing to write home about.
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post #19 of 104
IDC only reports shipments, not sales. How many times does that have to be said.

Oh, BTW... Media Tablets? MEDIA TABLETS???????
post #20 of 104
Quote:
Originally Posted by AppleInsider View Post

Apple's iPad 2 took the lion's share of global tablet shipments in the second quarter of calendar 2011, with a 68.3 percent share, while Android's share of tablets slipped, according to the latest figures from IDC. ...

I wish it were possible to find a way to measure not how many tablets shipped, or even how many sold, but how many are actually in active use for day to day tasks.

I would suspect that there are a lot of iPads being bought simply because it's the latest cool thing to have. I would similarly suspect that perhaps only one or two Android tablets are actually in daily use, even though many more were purchased.

It would be interesting to see which one does the largest amount of actual work and what that percentage of work actually is versus laptops and desktops.
post #21 of 104
Quote:
Originally Posted by island hermit View Post

Watch what you say or you'll have Gatorguy asking you to provide a link to iPad "sales".

Thanks for the shout-out, but it's safe to assume that 80-90% of the shipped numbers (the numbers Apple reports) are actually sold thru. No need to produce a link. I trust you guys.
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post #22 of 104
Quote:
Originally Posted by Youarewrong View Post

Maybe Android manufacturers will come up with something usable with ICS. Current Honeycomb tablets, sadly, are nothing to write home about.

Perhaps Android tablets just need a boost. If they dropped the price of Honeycomb tablets to, say, $49.95 I would get one. If the manufacturer threw in a paltry sum - say $400 or so, I would be persuaded to be seen using it in public places adorned in full Mac fanboi attire.

Currently the android tablets I've seen in the wild mostly are in the Costco "returns" line.

Call it grassroots advertising.

Or they can continue to let inventory collect dust. Their call.

Samsung, Motorola, have your people call mine. We'll do lunch.
post #23 of 104
Quote:
The research firm also predicted that close to a million HP TouchPads will be shipped before the end of the year, giving the webOS platform a 4.7 percent share in the third quarter of 2011. Sales of the TouchPad skyrocketed after HP discontinued the device, and consumers flocked to the $99 fire sale price HP adopted to clear out its remaining inventory.

Mmmm...

It appears that one of the best ways to get into the tablet market -- is to get out of the tablet market!

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"...The calm is on the water and part of us would linger by the shore, For ships are safe in harbor, but that's not what ships are for."
- Michael Lille -
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post #24 of 104
These are just ANDROID SHIPMENTS!!!!

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post #25 of 104
Quote:
Originally Posted by Dick Applebaum View Post

Mmmm...

It appears that one of the best ways to get into the tablet market -- is to get out of the tablet market!

"The only thing worse than not being in the tablet market is being in the tablet market." --Oscar Wilde/Monty Python.
post #26 of 104
Quote:
Originally Posted by Prof. Peabody View Post

It would be interesting to see which one does the largest amount of actual work and what that percentage of work actually is versus laptops and desktops.

Do you mean "work work" or "usage?" My kids and wife use her iPad some number of hours each day. Some of that is Web browsing that they would do on a laptop if they didn't have the iPad, but much of it is for activities that wouldn't have been done or wouldn't have been done on a computer. Almost none of it is "work." Personally, I rarely use (or get to use) the iPad since the always-with-me iPhone plus MacBook Air combination better suits my needs.
post #27 of 104
Quote:
Originally Posted by Youarewrong View Post

Maybe Android manufacturers will come up with something usable with ICS. Current Honeycomb tablets, sadly, are nothing to write home about.

They all use the same hardware (Tegra) and are pretty much the Windows Commodity laptop equivalent of the tablet world.

Plus they are buggy out the arse. Not just the tablets.

Boss at work got an Asus Transformer. It does everything from turning itself on (when its been powered off as well) to crashing, freezing and just generally being a nuisance.

Brother loves his android tab, real die hard fan. His tablet crashes, freezes, is buggy and so forth - and he's very bad at covering it up too.

Cousins phone is crap, coworkers phone is crap, bosses wifes is on her third handset! The list goes on.

Hell, my mum got a HTC Wildfire S, and she is on her second handset now. it freezes all the time, even after updates and it HATES the bluetooth in her car - it either works or it doesn't (depending if its in a good mood or not). She's openly said "Ben, I will buy you an iPhone 5 for xmas if you give me your iPhone 4". Hey, at least one good thing has come out of Android, I get a free iPhone 5

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post #28 of 104
shipped....

I thought we'd long since dispensed with that will-o-the-wisp.
post #29 of 104
Live in NYC and walk like most New Yorkers to get from here to there. I have never seen anyone in a park, cafe, coffee spot, or anywhere outside of Best Buy even holding another tablet. Who on earth is suppose to be buying these things? Then again I may have confused the Samsung tablet with an iPad...
post #30 of 104
Quote:
Originally Posted by KazKam View Post

I work in the IT department of a large (30k student) university, and for administrative and enterprise functions, we are mostly still a Microsoft shop. However, when it comes to tablets and laptops, Apple is making HUGE inroads, even among the MS shills and hangers-on in the department (who are all toting around iPads).

Besides the few Android tablets and the BB Playbook we received for testing and support purposes, I have neither seen nor heard of a single non-iPad tablet device in use by either IT staff or any of our clients. For that matter, even walking around campus and seeing hundreds of students on a daily basis, I have yet to see ANYTHING else but iPads in the "wild."

OK, OK, I do know a guy that bought an HP Touchpad for $65, but he only uses it to run Ubuntu.

I'll add to this. I fly frequently for business (nearly every week) so I'm in a lot of airports and am usually upgraded to the first class cabin. You usually see a lot of technology in the first class cabin. I knew that Kindles had hit it big when in January 2010 I saw a lot of them just after the Christmas holiday (and even more in January 2011). Later that spring I started seeing iPads, then bought my own in June and now iPads are on nearly every flight I take. Also on the rise in first class cabins: Macbooks. Five years ago, I think I was the only one breaking their Mac out on airplanes. Now I see tons of them on the plane and in the airport.

Last week after months of looking, I finally saw my first Android tablet on a flight. The guy next to me had a Motorola Xoom. He was a Verizon engineer and got it at a discount so it's not like he was a typical business traveler that made a purchase decision without any incentives. So right now, the only Android I see when I travel is phones. Tablets are still as rare as a July snow in Dallas.
post #31 of 104
Quote:
Originally Posted by GQB View Post

Oh, BTW... Media Tablets? MEDIA TABLETS???????

My thought exactly. Surely we have gotten over this 'for media consumption only' thing? I never understood that whole thing, anyway. It was like people felt a need to make excuses.
post #32 of 104
Quote:
Originally Posted by jd_in_sb View Post

The iPad has only 68% of the tablet market? 95% is a much more accurate estimate.

No. You would be amaze by the amount of cheap 7" android 2.2 ou 3.0 tablets that sells. If we could segment the tablet market, maybe Apple has a 95% market share on the $500+ high end tablets. But the tablet market is more than that.
post #33 of 104
Quote:
Originally Posted by kerryb View Post

Live in NYC and walk like most New Yorkers to get from here to there. I have never seen anyone in a park, cafe, coffee spot, or anywhere outside of Best Buy even holding another tablet. Who on earth is suppose to be buying these things? Then again I may have confused the Samsung tablet with an iPad...

Same in Montreal, I see post on the net of people buying android or RIM tablets but I have NEVER seen anything else than ipads in public areas. And on the subject, Apple have like what: 5% market share of laptops? and at least 50% of all the laptops I see in coffee shops everywhere I go in the world are Macs...

There are 2 colleges in downtown Montreal and if you get into there public areas, again, I see macbooks all over the place, something like 80% of all the laptops.
post #34 of 104
Quote:
Originally Posted by herbapou View Post

No. You would be amaze by the amount of cheap 7" android 2.2 ou 3.0 tablets that sells. If we could segment the tablet market, maybe Apple has a 95% market share on the $500+ high end tablets. But the tablet market is more than that.

iPad 1's are selling for less than $500.

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post #35 of 104
I live in an upper middle class area in SE Virginia. I see a lot of tablets in use. I have yet to see a single non-iPad. As an iPad user myself, I'm fairly sensitive to what others might be carrying, particularly since I'm curious to see how the other half (...5%) live. Never seen a single one.

Must be one heckuva lot of shelf space being wasted somewhere!
post #36 of 104
Maybe we should start a "spotters" club, similar to bird or aircraft watchers. We could report when we spot an elusive touchpad in the wild. Report the usage habits of the wild "Tab". Claim glory by spotting the first wild Win8 tablet! (Personally, I believe they only exist in myth and legend...)

Thoughts?
post #37 of 104
it is pretty easy to take away market share when your largest competitor (Samsung) is not even allowed to sell their tablet......
post #38 of 104
Quote:
Originally Posted by solipsism View Post

Other tablet makers have until Apple releases a 2048x1536 iPad to capture a decent share of the market or I don't think this will solidify into another iPod-like market for Apple.

What about super-duper-rubadub pen tile AMOLED???? I mean, if you're going to turn it into a spec sheet war...

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post #39 of 104
Quote:
Originally Posted by s4mb4 View Post

it is pretty easy to take away market share when your largest competitor (Samsung) is not even allowed to sell their tablet......

You're overestimating Samsung's sales if you think that.

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post #40 of 104
Maybe the numbers of sold tablets could be estimated by looking at the number of tablets activated on cell carriers.

Or perhaps the number of web browser hits on sites could be identified by tablet type.

Has anyone seen these numbers? They would of course have their own biases like sprint would not be expected to activate many ipads.

These type of metrics mght actually measure the relative shipped vs sold numbers.
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