or Connect
AppleInsider › Forums › General › General Discussion › IDC: iPad leads record worldwide tablet shipments but loses marketshare in Q4 2012
New Posts  All Forums:Forum Nav:

IDC: iPad leads record worldwide tablet shipments but loses marketshare in Q4 2012

post #1 of 55
Thread Starter 
According to new data from research firm IDC, Apple's iPad led worldwide tablet shipments hit 51.5 million units in the fourth quarter of 2012, but dipped in overall marketshare amid booming sales from rival Samsung.

IDC Tablet
Source: IDC Worldwide Quarterly Tablet Tracker


For the December quarter, Apple's iPad shipments grew 48.1 percent year-over year to 22.9 million units, while shipments from Samsung skyrocketed 263 percent to reach 7.9 million units over the same period. It should be noted that Samsung's numbers include combined sales of the company's Android and Windows 8 products, and Apple's shipments included all iPad models.

The preliminary data comes from IDC's Worldwide Quarterly Tablet Tracker, which noted the 51.5 million overall tablet shipments represented a 75.3 percent year-to-year increase, up from 29.9 million units during the same time last year. Thought to have driven the huge growth were lower average selling prices for new devices and increased consumer spending during the holidays.

The numbers are in line with Apple's statement of 22.9 million iPad sales over the three month period, announced during the company's quarterly conference call for the first fiscal quarter of 2013.

"New product launches from the category's top vendors, as well as new entrant Microsoft, led to a surge in consumer interest and very robust shipments totals during the holiday season," said IDC Research Director of Tablets, Tom Mainelli. "The record-breaking quarter stands in stark contrast to the PC market, which saw shipments decline during the quarter for the first time in more than five years."

Chart: Top Five Worldwide Tablet Vendors, 2012Q4 Five Quarter Market Share Change (Units)Description: Worldwide Quarterly Tablet TrackerIDC's Worldwide Quarterly Tracker provides total market size and vendor share for both the Tablet and eReader markets in 46 countries. Detailed segmentation is provided by CPU, operating system, connectivity type, screen size and resolution, storage, distribution channel, and customer segment. Measurement for this tracker is in units, value, and end-user price. For more information, or to subscribe to the research, please contact Kathy Nagamine at 1-650-350-6423 or knagamine@idc.com. Further detail about this tracker can be found at:http://www.idc.com/tracker/showproductinfo.jsp?prod_id=81Tags: Samsung, Apple, Amazon, Asus, Barnes Noble Tablet, IDC, tracker, Q4 2012, 4Q 2012, market share, galaxy, iPad, Kindle, Transformer, Nook, 2012Q4Author: IDCcharts powered by iCharts


While Apple dropped in marketshare for the second consecutive quarter, the iPad and iPad mini still account for the majority of overall tablet shipments with a 43.6 percent share. Samsung came in second with 15.1 percent, while Amazon's Kindle range accounted for 11.5 percent of the market. Trailing the top three was Asus, which saw a massive 402.5 percent boost year-to-year on shipments of 3.1 million units, but dropped from 7.8 percent to 5.8 percent in quarterly marketshare.

As for Microsoft's Surface, the tablet failed to break into the top five with just under 900,000 units shipped after launching at the end of October. IDC program director for Mobile Device Trackers Ryan Reith believes the Redmond software giant is serious about competing in the tablet hardware space, but questions the company's market strategy.

"We believe that Microsoft and its partners need to quickly adjust to the market realities of smaller screens and lower prices," he said. "In the long run, consumers may grow to believe that high-end computing tablets with desktop operating systems are worth a higher premium than other tablets, but until then ASPs on Windows 8 and Windows RT devices need to come down to drive higher volumes."
post #2 of 55
Take IDCs report with one gigantic pinch of salt considering neither Samsung or Amazon publish sales figures.

Looking back at the recent court case between Apple and Samsung, figures released by Samsung were far far lower than any of these companies had estimated/guessed. This alone is enough to cast doubt on their report.
post #3 of 55
You mean the tablet Samsung's lawyers couldn't tell apart from iPads in court?

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
Reply

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
Reply
post #4 of 55
Guess this is the old shipped vs sold chestnut. Every iPad shipped is essentially sold, you can't say the same for everyone else.

I'm assuming the return rate is still very high for everyone else too?
iPad, Macbook Pro, iPhone, heck I even have iLife! :-)
Reply
iPad, Macbook Pro, iPhone, heck I even have iLife! :-)
Reply
post #5 of 55

In both the tablet and the smartphone categories there are additional yet-to-be-introduced factors to be added to this equation.

 

1. Wait until Samsung's customers discover the rarity of software updates.

2. Wait until they start to experience hardware technical issues.

3. Wait until they get to experience Samsung's customer service dealing with those issues.

 

Wait until they begin to realise that Samsung is in this for the quick buck, not the long haul, with their devices, and that their true motto is:

 

 

YOU WANT IMPROVEMENTS?

 

BUY 'EM.

 

Then watch for the swing to alternatives.

Apple managed the astonishing feat of getting the equivalent of a personal computer into the hands of everybody from eight to eighty year olds, and did so while providing absolutely no instructions...
Reply
Apple managed the astonishing feat of getting the equivalent of a personal computer into the hands of everybody from eight to eighty year olds, and did so while providing absolutely no instructions...
Reply
post #6 of 55

This 'marketshare' stat is so fucking asinine in this situation. 

 

Let's say I sell 100 widgets in year one while my competitors sell 1. 

I sell 1000 widgets in year 2 while my competitors sell 11

 

OH NOES MY MARKETSHARE WENT DOWN

 

The iPad is following the exact same pattern as the iPod, whose marketshare almost decreased once an explosion of similar mp3 players were spammed to market by competitors. The iPod stayed the course, and eventually marketshare went back up as people realized most of these other products were shit, and Apple kept improving their product. Apple is in this for the long haul and they see the big picture. Marketshare will fluctuate, especially considering how a tablet is defined with the introduction of the surface, but Apple is still in the best possible position in this market to leverage their product. 

post #7 of 55
Quote:
Originally Posted by Slurpy View Post

 

The iPad is following the exact same pattern as the iPod, whose marketshare almost decreased once an explosion of similar mp3 players were spammed to market by competitors. The iPod stayed the course, and eventually marketshare went back up as people realized most of these other products were shit, and Apple kept improving their product. Apple is in this for the long haul and they see the big picture.

Definitely.

 

Apple needs to give some love to the Mac Pro (because I want to get one), push out the lighter and thinner iPad 5, announce the Retina Mini... but when, is pretty much their choice, and people will buy as many as Apple puts for sale.

Social Capitalist, dreamer and wise enough to know I'm never going to grow up anyway... so not trying anymore.

 

http://m.ign.com/articles/2014/07/16/7-high-school-girls-are-kickstarting-their-awa...

Reply

Social Capitalist, dreamer and wise enough to know I'm never going to grow up anyway... so not trying anymore.

 

http://m.ign.com/articles/2014/07/16/7-high-school-girls-are-kickstarting-their-awa...

Reply
post #8 of 55
Quote:
Originally Posted by Suddenly Newton View Post

You mean the tablet Samsung's lawyers couldn't tell apart from iPads in court?
I doubt that those sales are made of the nearly two years old Galaxy Tab 10.1...
post #9 of 55
It would be interesting to know if Android passed iOS market share on tablets. Any other breakdown of the numbers available for the "others" vendors?
post #10 of 55

Apple's problem was the mini. Another 5 million minis sold and they reach 49%, another 10m and 53% etc. They needed to have that supply chain running well.

I wanted dsadsa bit it was taken.
Reply
I wanted dsadsa bit it was taken.
Reply
post #11 of 55
Quote:
Originally Posted by Sensi View Post

It would be interesting to know if Android passed iOS market share on tablets. Any other breakdown of the numbers available for the "others" vendors?

Its unlikely they are all making their own OS. So probably Android.

I wanted dsadsa bit it was taken.
Reply
I wanted dsadsa bit it was taken.
Reply
post #12 of 55
Quote:
Originally Posted by saarek View Post

Guess this is the old shipped vs sold chestnut. Every iPad shipped is essentially sold, you can't say the same for everyone else.

I'm assuming the return rate is still very high for everyone else too?

 

How long are you going to hang onto these two outdated myths? We've saying the same two things about smartphones and Samsung keeps surging. If Samsung is only shipping and not selling, where is the write down in their reports?

 

Quote:
Originally Posted by GTR View Post

In both the tablet and the smartphone categories there are additional yet-to-be-introduced factors to be added to this equation.

 

1. Wait until Samsung's customers discover the rarity of software updates.

2. Wait until they start to experience hardware technical issues.

3. Wait until they get to experience Samsung's customer service dealing with those issues.

 

Wait until they begin to realise that Samsung is in this for the quick buck, not the long haul, with their devices, and that their true motto is:

 

 

YOU WANT IMPROVEMENTS?

 

BUY 'EM.

 

Then watch for the swing to alternatives.

 

Again, you are repeating the same reaction that we all had we first saw the surge in Samsung sales of Galaxy smartphoens. How's that working out?

 

Quote:
Originally Posted by Sensi View Post

It would be interesting to know if Android passed iOS market share on tablets. Any other breakdown of the numbers available for the "others" vendors?

 

Does it matter? Fact is that iPad sales is still growing but so is the overall market.

 

Quote:
Originally Posted by asdasd View Post

Apple's problem was the mini. Another 5 million minis sold and they reach 49%, another 10m and 53% etc. They needed to have that supply chain running well.

 

Your math is based on the assumption that there are 5M customers who wanted to buy the Mini but are either still on the waiting list or gave up waiting. Do you honestly believe this?

 

If you all allow yourselves to step outside your Apple-biased minds for a moment, can you not see to you are clinging to the world of 2011? As long as Apple is still growing in sales, does it matter that much to you whether Android tablets are growing? Do you have to see Samsung and Google die to make Apple's success sweet? The tablet market is headed in the same direction as the smartphone market: Samsung v. Apple rather than Android v. iOS, except for one difference: Amazon. And that will make the tablet world far more interesting to watch.

post #13 of 55
Quote:
Originally Posted by Slurpy View Post

This 'marketshare' stat is so fucking asinine in this situation. 

 

Let's say I sell 100 widgets in year one while my competitors sell 1. 

I sell 1000 widgets in year 2 while my competitors sell 11

 

OH NOES MY MARKETSHARE WENT DOWN

 

The iPad is following the exact same pattern as the iPod, whose marketshare almost decreased once an explosion of similar mp3 players were spammed to market by competitors. The iPod stayed the course, and eventually marketshare went back up as people realized most of these other products were shit, and Apple kept improving their product. Apple is in this for the long haul and they see the big picture. Marketshare will fluctuate, especially considering how a tablet is defined with the introduction of the surface, but Apple is still in the best possible position in this market to leverage their product. 

 

Add in the fact that Apple products tend to have longer life spans after being sold - what percentage of iPads ever sold are still in use (have not been destroyed or broken etc) compared to how many non-Apple tablets have been trashed. 

post #14 of 55

I just read another day that a third of Android tablets selling "worldwide" is from Amazon's which is US only. Go figures.

post #15 of 55
Quote:
Originally Posted by matrix07 View Post

I just read another day that a third of Android tablets selling "worldwide" is from Amazon's which is US only. Go figures.

I sent a news article to AI the other day that showed nearly all Android tablet sales were US, somewhere around 90% or more IIRC. I'll see if I can find it again.

melior diabolus quem scies
Reply
melior diabolus quem scies
Reply
post #16 of 55

Where do these numbers come from since no one besides Apple really releases sales figures?  I'm assuming then that IDC is just just doing a lot of estimating?   But estimating based on what?

post #17 of 55
Quote:
Originally Posted by Rogifan View Post

Where do these numbers come from since no one besides Apple really releases sales figures?  I'm assuming then that IDC is just just doing a lot of estimating?   But estimating based on what?

http://www.idc.com/about/methodology.jsp?t=1359636920116#.UQppyx0YuME

melior diabolus quem scies
Reply
melior diabolus quem scies
Reply
post #18 of 55
Quote:
Originally Posted by ankleskater View Post

Your math is based on the assumption that there are 5M customers who wanted to buy the Mini but are either still on the waiting list or gave up waiting. Do you honestly believe this?

 

If you all allow yourselves to step outside your Apple-biased minds for a moment, can you not see to you are clinging to the world of 2011? As long as Apple is still growing in sales, does it matter that much to you whether Android tablets are growing? Do you have to see Samsung and Google die to make Apple's success sweet? The tablet market is headed in the same direction as the smartphone market: Samsung v. Apple rather than Android v. iOS, except for one difference: Amazon. And that will make the tablet world far more interesting to watch.

 

My math is based on that yes. It was the ultimate consumer season, the season of gift giving. A mini is an obvious gift - cheap enough, top brand ( for now). Best ecosystem. So people bought, for their friends and families what was available. Some - if buying for themselves - waited. Others bought for friends and those guys are in a different platform now, some for life..  I see some of these lost sales as permanent losses to the competition.

 

To your second point:  iOS is a platform, and it needs to have a large percentage of that platform. The actual numbers matter less than people think, for developers ( rather for software companies - the bedroom dev is so 2007).

 

Look at the increase in Mac sales recently, and the relatively slow increase in applications, or games. 

 

here is how the world works.

1) The market for tablets is 100M, Apple is at 90%, Apple is top dog.

2) The market is 1B, Apple is 9%, Apple is a bit player in every company which is producing apps for tablets ( except for occasional niche single platform software devs, small shops in general).

 

Say it's 2): Meeting at a software dev house. Finance, Marketing etc. All have non-Apple tablets.Discussing spending and future products:Android will always be first, and iOS  second if at all. This is true regardless of the size of the overall market.

 

There will be far more companies in a 1B tablet per year market, but that meeting will have the same results in all of them,  so if iOS is only 10% of that market  it will be in the same position as the Mac. Software comes later, or never.

I wanted dsadsa bit it was taken.
Reply
I wanted dsadsa bit it was taken.
Reply
post #19 of 55
Quote:
Originally Posted by Rogifan View Post

Where do these numbers come from since no one besides Apple really releases sales figures?  I'm assuming then that IDC is just just doing a lot of estimating?   But estimating based on what?


"Although IDC maintains a philosophy of fitting the methodology to the market segment, all of our studies share a core set of methodological elements and approaches. These elements consist of demand-side data, data integrity cross-checks, global data collection and analysis at regional and local levels, verification and updating of segmentation, supplier models, distribution channel models, analysis of external drivers and linkages, and vision of the future."

That's a lot of words to say "we pulled the numbers out of our butts".

There's a lot of speculation involved and a lot of estimation. In theory, that could provide good numbers if your data is good. But history says that the numbers generated by groups like IDC grossly overestimate Android sales (as shown when Samsung finally produced data in the Apple/Samsung trial). If they are historically overestimating the numbers, there's a credibility issue.
"I'm way over my head when it comes to technical issues like this"
Gatorguy 5/31/13
Reply
"I'm way over my head when it comes to technical issues like this"
Gatorguy 5/31/13
Reply
post #20 of 55

The only tablets I ever see are the iPad, Nexus 7, and a few Kindle's. (in that order) Nothing else ever. This report doesn't make sense...who's buying these Samsung tablets??

I'm not a pessimist. I'm an optimist, with experience.
Reply
I'm not a pessimist. I'm an optimist, with experience.
Reply
post #21 of 55
"While Apple dropped in marketshare for the second consecutive quarter, the iPad and iPad mini still account for the majority of overall tablet shipments with a 43.6 percent share."

Now there's a stupid statement.

Majority market share implies over 50%.

It should say something like "Apple has the largest individual share..."
post #22 of 55
Quote:
Originally Posted by ankleskater View Post

How long are you going to hang onto these two outdated myths? We've saying the same two things about smartphones and Samsung keeps surging. If Samsung is only shipping and not selling, where is the write down in their reports?

If they are shipping, where are the actual numbers? Sammy makes a whole lot of phones. They can ship 1MM of one model and then end-of-life it a year later and ship 1MM of a new model. There is no drop in absolute terms but compare model to model shipments and you'll see a decline.
post #23 of 55
It seems unfathomable that only 4 in 10 tablets sold were iPads. Where are they getting data? Amazon's Top Sellers?

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

Reply

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

Reply
post #24 of 55
Quote:
Originally Posted by saarek View Post

Guess this is the old shipped vs sold chestnut. Every iPad shipped is essentially sold, you can't say the same for everyone else.

 

 

I want to know where this imaginary warehouse is that Samsung, Amazon, HTC, etc. apparently ship devices too and store for eternity, while the world only buys iPhones and iPads.

 

If that is the case then this is the best business model ever. You can just ship devices, never have to sell anything to anyone and make billions of dollars. Brilliant! I hope Samsung patents this before Apple does.

 

If you listen to the people on this site you would think Samsung is competing with UPS as they only ever just ship stuff.

post #25 of 55
Quote:
Originally Posted by malta View Post


I want to know where this imaginary warehouse is that Samsung, Amazon, HTC, etc. apparently ship devices too and store for eternity, while the world only buys iPhones and iPads.

If that is the case then this is the best business model ever. You can just ship devices, never have to sell anything to anyone and make billions of dollars. Brilliant! I hope Samsung patents this before Apple does.

If you listen to the people on this site you would think Samsung is competing with UPS as they only ever just ship stuff.

I don't think that's the issue. While a few people are making a distinction between 'shipped' and 'sold', I don't think that's the issue.

The real issue is that we have Apple's actual reported shipments vs numbers that some analyst dreams up for everyone else. The estimated numbers have no bearing on reality. Remember the analyst who estimated that Apple would ship 65 M cell phones next quarter? Or the Apple/Samsung trial where Samsung was ordered to release actual sales figures - and they were far, far lower than the estimates that all the analysts and market intelligence firms like IDC were using?

One of the most interesting things about this whole situation is that the market intelligence firms and analysts apparently don't care about accuracy. After Samsung's sales information was released in court, you'd have expected a flurry of revisions and/or companies re-evaluating their methodology. That never happened - they just continued doing the same thing they had been doing for years, even though it was demonstrably wrong.

In short, there is nothing that suggests that these types of estimates have any connection to reality.
"I'm way over my head when it comes to technical issues like this"
Gatorguy 5/31/13
Reply
"I'm way over my head when it comes to technical issues like this"
Gatorguy 5/31/13
Reply
post #26 of 55

The problem with these conclusions is IDC uses two different sets of numbers. For Apple, it uses actual sales to customers. This is because that is what Apple reports. For companies like Samsung, it uses product shipped because that is what Samsung reports. When you count product shipped, a certain percentage of the product is in transit, sitting on shelves, etc. 

post #27 of 55
Quote:
Originally Posted by lilgto64 View Post

Add in the fact that Apple products tend to have longer life spans after being sold - what percentage of iPads ever sold are still in use (have not been destroyed or broken etc) compared to how many non-Apple tablets have been trashed. 

This is also a worldwide tracking report. I think that Apple iPads are perceived as pricey in the some parts of the world and Samsung products might also be more readily available in more outlets than Apple's especially in asia. The longer life spans of Apple products actually makes them less expensive to own than other similar products which have built in obsolescence. I have yet to see any non-Apple 10" tablets in the wild in the US although I have seen a few Samsungs being used in Central America. 7" tablets I have seen quite a few in the US though.

Life is too short to drink bad coffee.

Reply

Life is too short to drink bad coffee.

Reply
post #28 of 55
Quote:
Originally Posted by malta View Post

 

 

I want to know where this imaginary warehouse is that Samsung, Amazon, HTC, etc. apparently ship devices too and store for eternity, while the world only buys iPhones and iPads.

 

If that is the case then this is the best business model ever. You can just ship devices, never have to sell anything to anyone and make billions of dollars. Brilliant! I hope Samsung patents this before Apple does.

 

If you listen to the people on this site you would think Samsung is competing with UPS as they only ever just ship stuff.

 

 

The studies aren't legitimate because the methodology is flawed. It isn't relevant to point that out?

 

The problem stems from the fact that Apple reports product sales to customers and everybody else reports product shipped from the manufacturer. So if an Apple iPad is sitting in a Walmart or Target or wherever, Apple doesn't count that as a sale until it is sold to a customer. Everybody else counts product sitting on store shelves as a sale. So if a Samsung product has shipped from the manufacturer to the same Walmart or Target and is sitting on the shelve, Samsung (and everybody else) is counting its product as sold whereas Apple is not. 

 

I hope for your sake you can see how the difference in reporting styles for each company can make it impossible to determine market share. Take for instance, HP when it shipped millions of its WebOS Tablets to stores. It counted those as sales. However, they were sitting on shelves, and HP had to have a fire sale to actually get them to customers. If you would have viewed HP's shipped numbers before the fire sale with Apple's sold numbers, you might falsely conclude HP was making a dent in the market. 

post #29 of 55
Quote:
Originally Posted by matrix07 View Post

I just read another day that a third of Android tablets selling "worldwide" is from Amazon's which is US only. Go figures.

 

 

Amazon sales shouldn't even be counted as Android because Amazon forked the OS (making it it's own) and it isn't allowed to use the Android trademark in selling its product. 

post #30 of 55
Quote:
Originally Posted by TBell View Post

 

The problem stems from the fact that Apple reports product sales to customers and everybody else reports product shipped from the manufacturer. So if an Apple iPad is sitting in a Walmart or Target or wherever, Apple doesn't count that as a sale until it is sold to a customer. Everybody else counts product sitting on store shelves as a sale.

Incorrect. Apple counted a sale when the revenue was recognized. That would have been when Wal-Mart, Best Buy or whoever paid for the product. The fact it's still sitting on a shelf or in a warehouse doesn't impact Apple's reported "sales".

 

You're getting things confused with another figure that's reported outside of Apple's official audited financial results: Sell-thru estimates.

melior diabolus quem scies
Reply
melior diabolus quem scies
Reply
post #31 of 55
Quote:
Originally Posted by Gatorguy View Post

 

Incorrect. Apple counted a sale when the revenue was recognized. That would have been when Wal-Mart, Best Buy or whoever paid for the product. The fact it's still sitting on a shelf or in a warehouse doesn't impact Apple's reported "sales".

 

You're getting things confused with another figure that's reported outside of Apple's official audited financial results: Sell-thru estimates.

I thought Apple used new activations. Also don't large retailers have like 30 days to pay for product. Theoretically Best Buy could sell out of a newly launched product before the invoice was due such as when Apple releases opening weekend sales.

Life is too short to drink bad coffee.

Reply

Life is too short to drink bad coffee.

Reply
post #32 of 55
Quote:
Originally Posted by mstone View Post

I thought Apple used new activations. Also don't large retailers have like 30 days to pay for product. Theoretically Best Buy could sell out of a newly launched product before the invoice was due such as when Apple releases opening weekend sales.

Google uses activations because it' the only thing they can know. Apple uses sales but it's not necessarily sales to the end user. When it comes to their online and B&M stores it is sales to the end user but when it comes to their retail partners it's as GG states.

One difference with Apple compared to other vendors is Apple's position in the market affords them a great deal of control. They can get up front payments and contracts that will not allow them to return unsold merchandise save for any damaged product. Other vendors don't have that leverage as they don't have the popularity or sales.

Apple counting an item sold to a retailer is inherently different than vendors using the short term goal of channel stuffing where they announced shipped items that are excessively off from any possible number of actual sales. One common method is to give a large retailer a discount for "buying" x-many units which are then shipped to the retailer who will hold them. If they sell great, if not, they can send them back at a certain time frame, usually on the vendor's dime. It's not illegal but it's certainly lacks transparency in business which is why shipped is always a suspect term as opposed to a sale.

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

Reply

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

Reply
post #33 of 55
Quote:
Originally Posted by TBell View Post

The problem stems from the fact that Apple reports product sales to customers and everybody else reports product shipped from the manufacturer. So if an Apple iPad is sitting in a Walmart or Target or wherever, Apple doesn't count that as a sale until it is sold to a customer.

 

An all too common internet myth.   Read their SEC-10K filing.

 

Apple counts a sale:

  • when an item is sold AND delivered to an end user from one of their own stores (online or brick) (*), or
  • when payment from a retailer is assured and title transferred, which is usually the moment they ship the unit.

 

Interestingly, Samsung's SEC filing says they don't count the second kind of sale until an item is _delivered_ to a retailer.

 

Both companies apparently account for returns separately (i.e. they don't get subtracted from the sales).

 

(*) Apple's "delivered" requirement in this case, is why presale numbers are different from sale numbers.  For example, when Apple announces the number of presales of a new device, analysts pay attention.  That's because the units ordered from Apple itself are not counted as sales until they actually reach the customer.   So later when Apple announces official "sales", plus we know that many presale shipments are delayed, then the analysts can estimate how many more units have NOT been counted as sales YET, even if paid for.


Edited by KDarling - 1/31/13 at 10:37am
post #34 of 55

If we take these numbers for fact (I won't get involved in that debate), Apple has nothing to worry about at this point. Apple's increase in sales of 7.8 M units is larger than the increase in anyone else's sales, including the Other category. Percentages of sales should only be compared for Apple's growth percentage vs. total market growth percentage. While Apple's gain is lower than overall market growth, that is to be expected as multiple new players enter and flood the market. There will be an equilibrium eventually and so long as Apple continues spec bumps and design revisions, I don't imagine they will fare poorly unless another player can somehow disrupt the market (and history shows other players haven't).

When a company stops chasing profit and start chasing the betterment of their products, services, workforce, and customers, that will be the most valuable company in the world.
Reply
When a company stops chasing profit and start chasing the betterment of their products, services, workforce, and customers, that will be the most valuable company in the world.
Reply
post #35 of 55
Find all the silverlinings you want. Be as selective with available data as you like. But the tablet industry is morphing away from a single gorilla market.
post #36 of 55
Originally Posted by ankleskater View Post
Find all the silverlinings you want. Be as selective with available data as you like. But the tablet industry is morphing away from a single gorilla market.

 

Well, when combined use of Android tablets gets over 10%, you let us know.

Originally Posted by Marvin

The only thing more insecure than Android’s OS is its userbase.
Reply

Originally Posted by Marvin

The only thing more insecure than Android’s OS is its userbase.
Reply
post #37 of 55
Quote:
Originally Posted by Tallest Skil View Post

Originally Posted by ankleskater View Post
Find all the silverlinings you want. Be as selective with available data as you like. But the tablet industry is morphing away from a single gorilla market.

 

Well, when combined use of Android tablets gets over 10%, you let us know.

Are you reading a different report than the one on this page?

 

Samsung is already at 15.1% market share according to the article. People don't just buy an Android tablet and then toss it, still in the box, into the nearest trash bin on the way out of the store. I think they probably take them home and use them.


Edited by mstone - 1/31/13 at 11:53am

Life is too short to drink bad coffee.

Reply

Life is too short to drink bad coffee.

Reply
post #38 of 55
Originally Posted by mstone View Post
Samsung is already at 15.1% market share according to the article. People don't just buy an Android tablet and then toss it, still in the box, into the nearest trash bin on the way out of the store. I think they probably take them home and use them.

 

Why doesn't use share reflect that?

Originally Posted by Marvin

The only thing more insecure than Android’s OS is its userbase.
Reply

Originally Posted by Marvin

The only thing more insecure than Android’s OS is its userbase.
Reply
post #39 of 55
Quote:
Originally Posted by Tallest Skil View Post

Originally Posted by mstone View Post
Samsung is already at 15.1% market share according to the article. People don't just buy an Android tablet and then toss it, still in the box, into the nearest trash bin on the way out of the store. I think they probably take them home and use them.

 

Why doesn't use share reflect that?

By "use" I take it to mean you are referring to web browser statistics?

 

That has been debated in many threads but is not addressed in this article. Personally I think the disparity is more about price and that typical Android users of lower income brackets do not have WiFi access in the same abundance as the more affluent iPad owners.

 

It seems you are trying to argue that Apple has more than 43.6% market share stated in this report and that the data here is entirely bogus.

Life is too short to drink bad coffee.

Reply

Life is too short to drink bad coffee.

Reply
post #40 of 55
Quote:
Originally Posted by Tallest Skil View Post

 

Why doesn't use share reflect that?

 

Could a portion of that be that often Android users use alternate user agents in their browsers, thereby appearing as computer users instead of tablet users?

New Posts  All Forums:Forum Nav:
  Return Home
  Back to Forum: General Discussion
AppleInsider › Forums › General › General Discussion › IDC: iPad leads record worldwide tablet shipments but loses marketshare in Q4 2012