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Android tablets outshipped Apple's iPad for first time in Q2 2013, study claims

post #1 of 74
Thread Starter 
The tablet market continues to grow rapidly, and Apple's position in that market appears to be slipping, as shipments of tablets powered by Google's Android operating system overtook the iPad in the second quarter of this year.



According to market analysis firm Canalys, Apple still leads in overall tablet sales, moving 14.6 million units last quarter. That total amounts to 42.7 percent of the 34.2 million tablets shipped overall in the quarter, down significantly from the 71.2 percent share Apple held for the same quarter last year.

Meanwhile, Apple's chief rival Samsung shipped 7.37 million tablets, or 21.6 percent of worldwide shipments, several times more than it did for the same quarter last year. Amazon, which runs a forked version of Android on its Kindle Fire devices, came in third place with 4.5 percent of shipments, followed by Lenovo and Acer at 4.3 apiece.

The four largest Android and Android-derived vendors, then, account for just over one-third of the total tablet market. The remainder of the market is taken up by the 7.7 million tablets shipped by "Other" manufacturers, or 22.6 percent of the market.

While Apple lost share, the other manufacturers listed all saw their shares grow year-over-year. Canalys' study attributes this to the tablet market truly coming into its own.

"Tablets are now mainstream products and hardware innovation is increasingly difficult," said Canalys analyst James Wang. "With branded Android tablets available for less than $150, the PC market has never been so good for consumers, who are voting with their wallets."

Apple executives have long expressed the importance of the tablet in the company's plans going forward. CEO Tim Cook said earlier this year that the tablet represented "the mother of all markets" and that Apple would pursue it aggressively.

Cook has also cast doubt on whether buyers of non-Apple tablets are getting as much use out of their devices. With the latest figures showing the iPad holding 84 percent usage share according to some measures, it would appear that owners of other tablets are not using them as often as are iPad owners.

Still, even as Apple's share of shipments slips overall, Canalys' report predicts that the Cupertino company will retain a considerable lead in profitability. Apple will "remain [the tablet market's] most profitable vendor for years to come," according to the report. The increasing competition, though, could see Apple introducing a lower-cost iPad in the near future in order to stave rivals. Such a device has already been predicted by some observers, who say a low-cost iPad mini could debut some time next year.
post #2 of 74
"Others" is doing pretty well!

But all those cheap $100 tablets probably aren't hurting Apple too much.
post #3 of 74
post #4 of 74

Different analysts.

This one is from Canalys... yesterday was Strategy Analytics.
post #5 of 74
Isn't this essentially the same data that DED slammed just a few days ago?
http://appleinsider.com/articles/13/07/31/strategy-analytics-finds-millions-of-android-tablets-rewrites-ipad-history

edit: looks like I wasn't the only one to ask this.
So I'd think a DED follow-up would be in order.
post #6 of 74
Quote:
Originally Posted by Michael Scrip View Post


Different analysts.

This one is from Canalys... yesterday was Strategy Analytics.

The question is, does the DED critique apply to this as well, or does this add weight to the SA analysis?

post #7 of 74
The numbers seem to match the numbers claimed by Apple for Q2. That gives this a little more cred.
post #8 of 74
I grow weary of analysts who proclaim a flood of cheap anything is good for consumers. You get what you pay for. Garbage ends up in the garbage. Since I purchased my MacBook almost 4 years ago some of my windows friends have replaced their computers at least twice. I ended up having a problem with my video card crashing about 6 months ago and took it to the Apple store to be checked out, they replaced the motherboard free of charge. My 4 year old iPhone 3GS is still being used as a remote and running iOS 6. So I'm not forced to replace it ever 6 months to a year to get OS updates.
Cheap tends to be far more expensive.
post #9 of 74

DED debunks his own stories. You can tell who writes it from the title alone. They are always long opinion based fairy tales, I mean features.

post #10 of 74
Quote:
Originally Posted by GQB View Post

The question is, does the DED critique apply to this as well, or does this add weight to the SA analysis?

I have no idea.

I think all that these analysts do is provide a general feel for what's going on in the industry.

None of these companies report actual shipments/sales/whatever... except Apple, right?

So you should take anything these analysts say with a grain of salt.

Hell... look how neatly each number ends with three zeros. They're just making guesses... albeit with some knowledge. But unless Amazon tells how many Kindle Fires they shipped... it's all a guessing game.
post #11 of 74
Quote:
Originally Posted by Just_Me View Post

DED debunks his own stories. You can tell who writes it from the title alone. They are always long opinion based fairy tales, I mean features.

Oddly when you look back at the stories DED tends be right in the end. After the glory seeking pundits can no longer dodge the truth.  For instance the doom of the iPad was called every year since it was released.  Even last year they were being beat but when the smoke cleared and the mirrors were revealed it wasn't even close. 

post #12 of 74

Samsung tablets are flying off the shelf, vs Goggle Nexus and Kindle?  almost 22% of all worldwide sales? That would be very surprising.

 

EDIT: I see what they did there.  not flying OFF the shelf. flying ONTO the shelf.   These are shipments, not sales. 

 

A lot like this chart last year from IDC which reported shipments. 

https://www.idc.com/getdoc.jsp?containerId=prUS23772412


Edited by snova - 8/1/13 at 1:30pm
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post #13 of 74
Quote:
Originally Posted by Just_Me View Post

DED debunks his own stories. You can tell who writes it from the title alone. They are always long opinion based fairy tales, I mean features.

Right... one-liner, snarky, factless comments trump laboriously researched articles any day of the week.

post #14 of 74
This just doesn't seem right. Where are they going? I never see them in real people's hands, only in commercials and sponsored reality TV shows. They've been dumping them through Costco, maybe that has goosed the numbers? Still, hard to believe.
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post #15 of 74
Quote:
Originally Posted by snova View Post

Samsung tablets are flying off the shelf, vs Goggle Nexus and Kindle?  That would be very surprising.  

It would appear so.

Then again... Samsung never said how many they've shipped/sold... so where do analysts get this information? Surveys?
post #16 of 74
If you read DED iPad debunk of strategy analytics survey the best part is where the asshat from strategy analytics suddenly pulls out the idea of white-box tablets to beat the iPad in numbers but can't provide any real data to back it up. In other words he just made a guess and then printed it as fact.

I would only rely on hard numbers but because apple is the only vendor who supplies them the analysts guess and make up fantasies numbers for android. No android vendor gives specific sales numbers. And very few give any shipped numbers which are meaningless, because they don't show sold as in end users buying them. Stuffing channel inventory does not make the device magically appear in a buying customers hands.
post #17 of 74

Outshipped.

 

Says it all (assuming it's even true).

post #18 of 74
Quote:
Originally Posted by Robin Huber View Post

This just doesn't seem right. Where are they going? I never see them in real people's hands, only in commercials and sponsored reality TV shows. They've been dumping them through Costco, maybe that has goosed the numbers? Still, hard to believe.

To a landfill in New Mexico, of course. Next to the E.T. cartridges.

1biggrin.gif
post #19 of 74
Quote:
Originally Posted by Captain J View Post

The numbers seem to match the numbers claimed by Apple for Q2. That gives this a little more cred.

LOL. Do you seriously think they didn't just copy and paste the number that Apple recently reported!? lol.gif

 

As an aside -- assuming you'd like to actually know -- please look up data for how many iPads Apple sold in 2Q-2013. (Hint: It's a lot more than 14.7M.)

post #20 of 74
If the numbers match Apple's reported numbers, then this report is BS. Apple doesn't report units shipped. Apple reports units sold. As a result, comparing units shipped with units sold doesn't exactly give a very good view of what's really happening, does it?
post #21 of 74

Oh boy! I really, REALLY hope you don't decide your investments based on DED "debunks"!

post #22 of 74

Both Acer and Lenovo each shipping just as much as Amazon Kindle Fire models?   Oh come on.   Just how much do they charge for a detailed copy of these reports anyhow? Read someplace that IDC's report from last year was $6999 per copy.  Does this work of fiction come in paperback or hard cover for $6999 a copy? Or is $6999 the price for showing their cards in order to call bullshit?

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post #23 of 74
Quote:
Originally Posted by iCarbon View Post

If the numbers match Apple's reported numbers, then this report is BS. Apple doesn't report units shipped. Apple reports units sold. As a result, comparing units shipped with units sold doesn't exactly give a very good view of what's really happening, does it?

This has been discussed ad nauseam in these forums. 

 

What Apple reports is, indeed, units shipped. But the difference is, in the conf call, Cook and Oppenheimer also give you data on changes in channel inventory. The two data points together enable us to come up with the actual number sold.

 

Apple is the only company to do so.

post #24 of 74
Quote:
Originally Posted by Robin Huber View Post

This just doesn't seem right. Where are they going? I never see them in real people's hands, only in commercials and sponsored reality TV shows. They've been dumping them through Costco, maybe that has goosed the numbers? Still, hard to believe.

Because you live in all of the countries at the same time! You do know there are more countries than just the USA, right?

post #25 of 74
DED will have to debunk AppleInsider now...

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post #26 of 74
Quote:
Originally Posted by anantksundaram View Post

This has been discussed ad nauseam in these forums. 

What Apple reports is, indeed, units shipped. But the difference is, in the conf call, Cook and Oppenheimer also give you data on changes in channel inventory. The two data points together enable us to come up with the actual number sold.

Apple is the only company to do so.

Exactly... Apple pretty much sells every unit they produce. I've never heard of a store having to ship truckloads of Apple products back to Cupertino because no one would buy them.

I don't think Apple products sit on the shelf for more than a few days... maybe a week at most.
post #27 of 74
Quote:
Originally Posted by GQB View Post

Isn't this essentially the same data that DED slammed just a few days ago?
http://appleinsider.com/articles/13/07/31/strategy-analytics-finds-millions-of-android-tablets-rewrites-ipad-history

edit: looks like I wasn't the only one to ask this.
So I'd think a DED follow-up would be in order.

 

Canalys' Q2 tablet numbers are at least in the ballpark of Digitimes, and don't include the 15.5M White Box shipments Strategy Analytics invented.

 

Canalys does include a 7 million "Other," which sounds a lot more reasonable. There are a lot of generic tablets, just like there were a lot of generic iPods that had zero impact on iPod sales or iTunes, and weren't really market competitors. They were piles of junk.

 

It's similarly a stretch to equate these with iPad, or even "Android," particularly the Android that benefits Google in any way. But it's good to see that Canalys isn't just inventing a massive number and backfilling its estimates to create an "iPad has 23% share" nonsense headline. 

post #28 of 74
Quote:
Originally Posted by Corrections View Post

 

Canalys' Q2 tablet numbers are at least in the ballpark of Digitimes

lol.gif

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post #29 of 74

 

Here's a reminder of the Strategy Analytics numbers.

post #30 of 74
Quote:
Originally Posted by GQB View Post

Right... one-liner, snarky, factless comments trump laboriously researched articles any day of the week.

LOL. I can agree DED laboriously research his articles but to skew the truths and out right lies vs doing unbiased articles. I see in his other article trying to "debunk" Strategy Analytics recent statement he uses OPERA usage statistics to show ipad and iphone in the lead. I'm not saying opera is bad, but no one uses it.

 

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post #31 of 74
Quote:
Originally Posted by Michael Scrip View Post

"Others" is doing pretty well!

But all those cheap $100 tablets probably aren't hurting Apple too much.

 

You mean the $70 junk off EBay direct from China?? 1biggrin.gif  Take those out of the equation and where do they stand?  Samsung sells Win8 tablets too, how does that figure into their share?

post #32 of 74
post #33 of 74
Quote:
Originally Posted by AppleInsider View Post

"Tablets are now mainstream products and hardware innovation is increasingly difficult," said Canalys analyst James Wang. 


Anyone... anyone (never mind an analyst paid to apparently think about these things) who posted that above statement would quite rightly be mocked, and viewed as an irredeemable eejit.

 

I have seen one of these 'other' Android chinese bought cheap tablets in use... the hardware is wincingly substandard, but more importantly - what about the software? The OS that is running these tablets?

 

If you think Android on a Nexus7 is a bit flaky (and needs rooting, custom roms etc to fix) then get a cheapo unbranded 'tablet' just for a laugh...

 

The cheap tablets are great for introducing people to tablets so they realise they need to pay more for something that works properly. 

post #34 of 74
Lets see apple ipad ownes 86^ of the web trafic in tablets..
Where are all these androids?
Lol
post #35 of 74
Quote:
Originally Posted by icoco3 View Post

You mean the $70 junk off EBay direct from China?? 1biggrin.gif  

Quote:
Originally Posted by cjcoops View Post

I have seen one of these 'other' Android chinese bought cheap tablets in use... the hardware is wincingly substandard, but more importantly - what about the software? The OS that is running these tablets?

If you think Android on a Nexus7 is a bit flaky (and needs rooting, custom roms etc to fix) then get a cheapo unbranded 'tablet' just for a laugh...

The cheap tablets are great for introducing people to tablets so they realise they need to pay more for something that works properly. 

Haha! True!

There are some people who are so fixated on market share that they would say it doesn't matter what those "other" tablets are. The only thing they're celebrating is Apple "losing" market share. You might see some of those people appear in this thread later.

However... I'm not one of those people... and I'm confident that Apple will weather the storm of junk! 1smile.gif

I'm just amazed that there are so many cheap tablets out in the world... and I sorta feel sorry for anybody who buys them.
post #36 of 74
Are the 'other' and the likes from book sellers just ebook readers, or mostly used for ebooks? I bought a cheap Kobo to read books and save my battery (and weight) of my iPad3. Then got a new iPod t high end for Xmas and rarely use Mr Kobo.

Apple may be preparing to follow the path laid down by the family iPod. There will be dancing in the streets, should this family tradition come to fruition. 1biggrin.gif

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post #37 of 74
Quote:
Originally Posted by Just_Me View Post

LOL. I can agree DED laboriously research his articles but to skew the truths and out right lies vs doing unbiased articles. I see in his other article trying to "debunk" Strategy Analytics recent statement he uses OPERA usage statistics to show ipad and iphone in the lead. I'm not saying opera is bad, but no one uses it.

 

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I am not sure what a graph of mobile usage from stat counter has to do with the discussion.  Tablets are not included in the mobile category.  In fact, if you look at worldwide statcounter numbers for ipad vs android on the tablet - you get iOs July 2012 - 2.64% to July 2013 - 4.35% (change 1.7%); Android - July 2012 .4% to 1.56% (1.16%).  IOs is therefore growing faster than Android at a ratio of about 3:2.  

post #38 of 74
Quote:
Originally Posted by cjcoops View Post


The cheap tablets are great for introducing people to tablets so they realise they need to pay more for something that works properly. 
When the first Kindle Fire came out my nephew bought it. He was excited to show it off to me, all the while saying "I just could not justify the high price of an iPad. This is much cheaper and just as good. When the first Nexus 7 came out he bought of those. Again showing it off to me and saying it was very cool. When I asked him why he didn't just by another Kindle, I did not get a response. Well, guess what he Bought a few months ago?. That's right. An iPad 4. Life lesson, I guess.
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post #39 of 74

So the question remains, what the **** are all these tablets being used for? Are they not connected to the internet?

 

post #40 of 74
Quote:
Originally Posted by genovelle View Post

I grow weary of analysts who proclaim a flood of cheap anything is good for consumers. You get what you pay for. Garbage ends up in the garbage. Since I purchased my MacBook almost 4 years ago some of my windows friends have replaced their computers at least twice. I ended up having a problem with my video card crashing about 6 months ago and took it to the Apple store to be checked out, they replaced the motherboard free of charge. My 4 year old iPhone 3GS is still being used as a remote and running iOS 6. So I'm not forced to replace it ever 6 months to a year to get OS updates.
Cheap tends to be far more expensive.


You don't make any sense at all. Macs use the same video cards as generic PCs. That being said, why would you replace a perfectly good motherboard after you have a video card failure?!

 

ALSO -- a 4 year old MacBook is basically obsolete and that's why your friends have replaced their computers already. Guess what, they probably paid less than you did too.

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