In a nutshell, a tad more honest results-based reporting than igriv, IDC, et al...
NOTE: Those totals are the sum of both units (Surface RT and PRO) and span two quarters. In other words, since the original RT launch in October, and subsequent Pro launch in February, MS averaged about 250,000 units a month in real sales. So, 750,000 a quarter vs Apple's what, 19.5 million the last quarter alone?
In summary, the CONSISTENT reports across the 'net, indicate that Microsoft has been shipping about 3 million units per quarter and selling about a quarter of those (on average).
That isn't REMOTELY a 7.5% "market share", just based on what Apple reported sold alone, never mind the rest of the market (Amazon, Samsung). If Apple's numbers were equal to a 50% market share, then MS stands at less than 2%. Do you see how REALITY doesn't hold up to IDC's "reports"?
The disconnect of IDC's "shipped numbers = market sales" premise is clearly demonstrated, in just this example alone, to be so far off the mark as to be laughable. Extrapolate that to the rest of the market. Units shipped equals market share? Really?
I maintain my position that IDC are UNRELIABLE at best, and outright dishonest at worst. 'Nuff said, for sure.
[EDIT] Because I love math...
If MS shipped 3 million units, and earned a 7.5% market share, then 1 million units = a 2.5% share.
Based on that, it would mean that 40 million total units were SHIPPED into the market by all manufacturers over the quarter.
Apple reported 19.5 million iPads SOLD (not shipped) during that period. Almost half of all units shipped.
Apple likes to keep a few weeks worth of channel inventory at most. Assuming they'd mostly caught up with demand over the last quarter, and SHIPPED 'a few weeks of inventory' on top of units sold, they would have shipped closer to 25 million units, or a nearly 65% "market share" by this measure.
Sadly, the numbers from IDC and others don't add up. Apple reports "Sold" and they put that number in the "shipped" column… is it any wonder?
Edited by tribalogical - 5/3/13 at 12:13pm