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Android overtakes Apple's iPad in tablet marketshare, approaches in revenue earned

post #1 of 204
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Apple's iPad and iPad mini are still the most popular tablets in the world, but Android-powered tablets are grabbing an increasing share of the market and are collectively approaching the iPad in terms of revenue, according to a new study from ABI Research.



During the second quarter of 2013, Android-powered tablets as a collective overtook the iPad and iPad mini in terms of market share, according to ABI's Media Tablets, Ultrabooks and eReaders Research Service. The figures mirror previous findings from other market research firms.

Perhaps more importantly, ABI's research found that tablets running Android are finally approaching Apple's offerings in terms of revenue generated. The overall tablet market for the second quarter of 2013 reached $12.7 billion in value. Of that, the iPad represented 50 percent of worldwide end-user revenues, the first time that has happened, according to ABI.

The firm also found that the average sale price (ASP) for iPads is "rapidly approaching" the average of the rest of the market. iPad ASP dropped 17 percent last quarter, while ASP for Android-powered tablets rose 17 percent over the same period.

This finding, according to ABI, stems from the popularity of the iPad mini, which the research firm says accounts for 60 percent of Apple's total shipments, as well as 49 percent of the company's tablet revenues. Apple does not break down iPad sales by device, but the iPad mini, with its smaller, more portable form factor, has proved remarkably popular in the months since its release.

Apple's smaller tablet offering is the most popular device in what is proving to be the most popular segment of the tablet market. ABI found that 7-inch class tablets made up the majority of shipments for the first time in the second quarter of 2013.

Apple CEO Tim Cook has already acknowledged how important the tablet segment is to the Cupertino, Calif.-based company. Speaking earlier this year, Cook called the tablet market "the mother of all markets" and expressed faith in Apple's ability to compete effectively.

ABI's most recent figures reflect tablet shipments, and therefore do not necessarily show an accurate representation of the number of tablets bought and in the hands of consumers. Cook has previously expressed skepticism on the reliability of such figures, pointing to other studies showing the iPad with a massive usage lead over other devices.

"iPad accounts for 84 percent of the web traffic from tablet," Cook said in July, "which is absolutely incredible. So if there are lots of other tablets selling, I don't know what they are being used for."
post #2 of 204
"shipments"
post #3 of 204
Quote:
Originally Posted by macdaddykane View Post

"shipments"

 

Want to elaborate?

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post #4 of 204
Average Sales Price is approaching iPads? Are there even android tablets that sell for $329 or more?

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post #5 of 204
Quote:
Originally Posted by Andysol View Post

Average Sales Price is approaching iPads? Are there even android tablets that sell for $329 or more?

 

Isn't the new Galaxy Tab 3 8" over $300? Could be wrong.

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post #6 of 204
Originally Posted by Bondm16 View Post

Want to elaborate?

Toot toot. 🚢

post #7 of 204
He's perhaps saying those are wholesale sales numbers, not necessarily consumer numbers.

The vendors are also trying to fight for shelf space for the holiday season. So they are shipping more aggressively from a low base.

Apple will start to do the same whenever they release their next gen iPads. The marketshare number should tilt in favor of Apple again when that happens.
post #8 of 204
Quote:
Originally Posted by Tallest Skil View Post
 

Toot toot. 🚢

 

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post #9 of 204
Apple need to get their new versions to market, especially the iPad mini 2.

Fantastic device, but it's a year old now, and the Android tablets, despite their shortcomings, show it up on screen resolution. Hopefully it won't be long - a retina iPad Mini and discounts on the current version would be a strong line-up going into the pre-Christmas season.
post #10 of 204
ALL vendors selling a tablet-like device are approaching the revenue from a single vendor. It's about füçking time, but it's still a pointless measure without a notion of profitability or use.

Quote:
Originally Posted by kevt View Post

Apple need to get their new versions to market, especially the iPad mini 2.

Fantastic device, but it's a year old now, and the Android tablets, despite their shortcomings, show it up on screen resolution. Hopefully it won't be long - a retina iPad Mini and discounts on the current version would be a strong line-up going into the pre-Christmas season.

I hop you get it but it doesn't look good in terms of cost and power resources this year.
post #11 of 204
And there are still delusional people who think Apple is just fine releasing a 2nd gen mini without retina display. 1oyvey.gif
post #12 of 204
These sell-in numbers are misleading because the vendors may be forced to take back the units when they don't sell. Typically, the vendors may rebalance their channel stock by exchanging the old unsold models with new ones. The new ones typically count as new sales again. In Asia, it is not uncommon for vendors to stuff the channel just to meet the "made up" sales targets. Then behind the scene, they have to take a huge loss periodically when old units are returned back.

This is why companies MUST report sell-in, channel inventory, sell through, and profit numbers to get the real picture. Otherwise, it is likely that they are fudging their numbers for various purposes.

In US, such practices are better tracked, and channel stuff is illegal. It will be harder for these vendors to fake numbers here.
Edited by patsu - 9/28/13 at 5:52pm
post #13 of 204
Quote:
Originally Posted by kevt View Post

Android tablets, despite their shortcomings, show it up on screen resolution.

Android fans truely believe it's all about specs. It's not.
post #14 of 204
Quote:
Originally Posted by Bondm16 View Post
 

 

Want to elaborate?

 

 

The common AppleInsider consensus is that Android devices don't actually exist or sell.  Samsung makes a bunch of them and ships them out to sea, and apparently sinks them in a secret location.  Apple builds the only electronics products that people actually buy.

The shipped vs sold arguments are usually followed up by questioning the validity of the source and concluding they are 'a bunch of idiots' followed by browsing usage and 'mindshare' arguments.  Just trying to condense every thread related to Android sales into one paragraph :p

post #15 of 204
Quote:
Originally Posted by kevt View Post

Apple need to get their new versions to market, especially the iPad mini 2.

Oh sh1t. Tim Cook just read this post and will get right on it. It turns out they were playing candy crush the entire year!

I haven't seen too many Android tabs in public.
post #16 of 204
Quote:
Originally Posted by akqies View Post

ALL vendors selling a tablet-like device are approaching the revenue from a single vendor. It's about füçking time, but it's still a pointless measure without a notion of profitability or use.
I hop you get it but it doesn't look good in terms of cost and power resources this year.
How is it that Amazon and Asus don't seem to have a problem shipping tablets with retina like (or better than retina) displays? The 2nd gen Nexus is not a thick and heavy piece of garbage with terrible battery life. It's very similar in weight to iPad mini and according to AnandTech gets about 12 hours battery life. There's no excuse for the 2nd gen mini not to have retina. And if someone throws out the term "margins" then I ask the question, is Apple a product company or a profit margin company?

IMO no retina mini this year is basically Apple handing the tablet space to the competition on a silver platter. Sorry but paying a "premium" for the iOS ecosystem and Apple customer support won't be enough. The products need to be better. And with a retina mini Apple would basically own the tablet market again.
post #17 of 204
Apple needs to adapt iOS specifically to take advantage of the iPad size.
post #18 of 204
Quote:
Originally Posted by patsu View Post

These sell-in numbers are misleading because the vendors may be forced to take back the units when they don't sell. Typically, the vendors may rebalance their channel stock by exchanging the old unsold models when new ones. The new ones typically count as new sales again. In Asia, it is not uncommon for vendors to stuff the channel just to meet the "made up" sales targets. Then behind the scene, they have to take a huge loss periodically when old units are returned back.

This is why companies MUST report both sell-in and profit numbers to get the real picture. Otherwise, it is likely that they are fudging their numbers for various purposes.

In US, such practices are better tracked, and channel stuff is illegal. It will be harder for these vendors to fake numbers here.

I doubt any OEM's fake numbers. They just don't report them. And they don't have to because these bullshit analytical firms do it for them. Of course none of these numbers can be verified or are audited in any way,
post #19 of 204
People do use Android tablets, but there are indeed a lot of junk ones (my dad bought one for $120. I "inspected it"). Battery life, reliability and performance was horrendous.

I have seen better ones getting used too, mainly for watching pirated movies, play games or in specialized apps (e.g., single purpose Chinese restaurant cash register). Perhaps that's why their usage number is not so high compared to iPad consumers.
post #20 of 204
Quote:
Originally Posted by Rogifan View Post

I doubt any OEM's fake numbers. They just don't report them. And they don't have to because these bullshit analytical firms do it for them. Of course none of these numbers can be verified or are audited in any way,

I sold channel tracking software and services for 2 years. You would be surprised what they do, especially in Asia.

Edit:
That's partly why I quit the company. There is no future.

The software and practices help management track the real situation out in the channel. But because the management are subjected to made-up sales targets (e.g., twice last quarter's target just because boss/investors said so), they would rather not expose the real ground situation.

Even if a new CEO came in, it would be foolish for him to undo the inflated channel numbers. He would be the one who report the bad but real performance. Might as well let the current situation continue while he look for another way out. Sony was bitten by this problem, but Kaz Hirai could force a change because the whole operation was in a spiral anyway.
Edited by patsu - 9/28/13 at 5:46pm
post #21 of 204
Quote:
Originally Posted by Rogifan View Post

How is it that Amazon and Asus don't seem to have a problem shipping tablets with retina like (or better than retina) displays? The 2nd gen Nexus is not a thick and heavy piece of garbage with terrible battery life. It's very similar in weight to iPad mini and according to AnandTech gets about 12 hours battery life. There's no excuse for the 2nd gen mini not to have retina. And if someone throws out the term "margins" then I ask the question, is Apple a product company or a profit margin company?

IMO no retina mini this year is basically Apple handing the tablet space to the competition on a silver platter. Sorry but paying a "premium" for the iOS ecosystem and Apple customer support won't be enough. The products need to be better. And with a retina mini Apple would basically own the tablet market again.

In no way does either Amazon nor Asus do what Apple does in terms of quality, volume, and profit so you can't make up some stupid comparison about some break-even tablet like the Fire HD that ships with a highly inferior display that is only good on resolution and low on volume.

What you claim is completely false. The 7" Fire HD is only about 30% heavier than the iPad mini but only 22" of display area compared to the 30" of the iPad mini.
Edited by akqies - 9/28/13 at 5:25pm
post #22 of 204
Quote:
Originally Posted by Rogifan View Post


How is it that Amazon and Asus don't seem to have a problem shipping tablets with retina like (or better than retina) displays? The 2nd gen Nexus is not a thick and heavy piece of garbage with terrible battery life. It's very similar in weight to iPad mini and according to AnandTech gets about 12 hours battery life. There's no excuse for the 2nd gen mini not to have retina. And if someone throws out the term "margins" then I ask the question, is Apple a product company or a profit margin company?

 

Maybe the main reason is that iOS is dependant on pixel size for the apps which requires developer work, whereas Android can auto-scale up to a higher res/bigger screen? 

post #23 of 204
Quote:
Originally Posted by Evilution View Post

Android fans truely believe it's all about specs. It's not.
So when Apple announced the retina iPhone, iPad and MacBook Pro was that all about specs? Fact is there are tablets cheaper than the iPad mini that have better displays. And these aren't shitty tablets that are thick and heavy and get crappy battery life. IMO display is the one spec average consumers can understand because they see it with their eyes. All iPhone models have retina display. iPod touch has retina display. Yet some people think its perfectly acceptable that the iPad mini doesn't. I don't get it.
post #24 of 204
Well... There are also reliability factors. They can try to shoot for higher specs in small quantity, but they can't really scale the operation (too high failure rate). I have seen friends who bought Android tablets fail after a short time. Don't just look at bullet points.
Edited by patsu - 9/28/13 at 5:32pm
post #25 of 204
Quote:
Originally Posted by akqies View Post

In no way does either Amazon nor Asus do what Apple does in terms of quality, volume, and profit so you can't make up some stupid comparison about some break-even tablet like the Fire HD that ships with a highly inferior display that is only good on resolution and low on volume.

Hmm...do you have some more information on the new Kindle Fires and their inferior displays? What exactly makes them inferior to the iPad mini display?
post #26 of 204
Quote:
Originally Posted by mike54 View Post

Maybe the main reason is that iOS is dependant on pixel size for the apps which requires developer work, whereas Android can auto-scale up to a higher res/bigger screen? 

Looking at the state of the Android tablet apps it's clear neither developers not development works on Android.
post #27 of 204
Quote:
Originally Posted by mike54 View Post

Maybe the main reason is that iOS is dependant on pixel size for the apps which requires developer work, whereas Android can auto-scale up to a higher res/bigger screen? 
I thought iOS 7 was resolution independent? Is that not the case?
post #28 of 204
Quote:
Originally Posted by Frood View Post

Quote:
Originally Posted by Bondm16 View Post

 

Want to elaborate?


The common AppleInsider consensus is that Android devices don't actually exist or sell.  Samsung makes a bunch of them and ships them out to sea, and apparently sinks them in a secret location.  Apple builds the only electronics products that people actually buy.
The shipped vs sold arguments are usually followed up by questioning the validity of the source and concluding they are 'a bunch of idiots' followed by browsing usage and 'mindshare' arguments.  Just trying to condense every thread related to Android sales into one paragraph 1tongue.gif

It does stem from reality. HP claimed to have ship 1 million tablets and then some 80% of them were returned. In the real world you will see 10 - 15 iPads for every tablet of another kind you see. You do see some fires. The only other tablet you will regularly see in the wild is a surface/surface pro. Since the sell through on those was dismal, where in the hell are all of these Android tablets? These numbers obviously include the Fire which is just absurd. I imagine they must be popular in Asia because it could take you a week to find someone using one in public in a US or European city.
post #29 of 204
Quote:
Originally Posted by Rogifan View Post

Hmm...do you have some more information on the new Kindle Fires and their inferior displays? What exactly makes them inferior to the iPad mini display?

Anecdotal but yes, a few of my friends who bought Kindle switched back to iOS because their Kindles died after a year. Build quality was ok-ish. It's not just about the display. They can use Kindle app on iPad anyway.

In fact, if they can sell the current iPad mini at a lower price, I'd say go for it. Not everyone needs a retina display.
post #30 of 204
Quote:
Originally Posted by Rogifan View Post

Hmm...do you have some more information on the new Kindle Fires and their inferior displays? What exactly makes them inferior to the iPad mini display?
Quote:
Originally Posted by Rogifan View Post

Hmm...do you have some more information on the new Kindle Fires and their inferior displays? What exactly makes them inferior to the iPad mini display?

Don't be an idiot. We're comparing the current Kindle Fire HD and current iPad because those are the only devices that are out. I guess Amazon could decide to pay extra for color accurate displays and other component features that cost them money without easily generating revenue because you can't work it into a spec sheet but they have zero history of doing that and have so far been content to feed at the bottom with the Google Nexus. Apple has yet to do this so any claim you make about Apple reducing quality and making a break-end tablet is as believable as the unicorn shit you appear to be shoveling.
post #31 of 204
Quote:
Originally Posted by Rogifan View Post

And there are still delusional people who think Apple is just fine releasing a 2nd gen mini without retina display. 1oyvey.gif

Like that's going to stop the $49 white box Android tablet market...

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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"Apple should pull the plug on the iPhone."

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post #32 of 204
This is lot like saying sales of non-Harry Potter books have finally overtaken sales of Harry Potter books.

1. What took them so long?
2. Harry Potter is doomed

"Apple should pull the plug on the iPhone."

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"Apple should pull the plug on the iPhone."

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post #33 of 204
Quote:
Originally Posted by akqies View Post

ALL vendors selling a tablet-like device are approaching the revenue from a single vendor. It's about füçking time, but it's still a pointless measure without a notion of profitability or use.

They also keep calling it marketshare, which people think means total shipped units but it's the percentage of sales in a single quarter. The iPad web usage share is listed as still being over 80%:

http://tabtimes.com/resources/the-state-of-the-tablet-market

They aren't distinguishing what screen size they stop at either. The next highest tablet manufacturer is Samsung with just over half Apple's sales and Apple still outsells the next top 5 Android device manufacturers combined:



The mystery category of "other" rears its head again to take the bulk of the rest of the units whoever they happen to be. That has to be split between at least another 12 manufacturers and some of them will run Windows 8. This means as you say that it has taken this long for at least 16 manufacturers' combined units to surpass Apple after 3 years.

This isn't a race between Apple and Android, it's between Apple and Samsung. Android is an irrelevant component here. If Samsung had a different OS, they'd most likely sell the same number of units.
post #34 of 204
Welcome to Whose Market Is It Anyway?, where everything is made up and real sales don't matter.
post #35 of 204
I'm waiting for the retina mini myself. I wonder if Apple will ever add a USB port to their iPad line. It would sure open it up to be a lot more useful.
post #36 of 204
Heard that iPad Mini Retina will come out with an A7X chip inside. Better happen!
post #37 of 204
Originally Posted by Lawrance View Post
I'm waiting for the retina mini myself. I wonder if Apple will ever add a USB port to their iPad line. It would sure open it up to be a lot more useful.

 

This is the best you can do? Samsung, pay for more intelligent writers, at least. This FUDge wouldn’t win a county bake-off.

post #38 of 204
Yeah, I'm sure there a lot of people that only have $100 to spend on an Android tablet that don't spend any money and those tablets don't make any profit to speak of. Again, the Android platform is full of too many cheap knock offs being sold in 3rd world countries to give the illusion that's a more desirable platform, when if these people had more money to spend they would buy an iPad. Apple doesn't want to lower their profit margins in trade of market share. They aren't a company that tries to buy market share. If they did, then they would be making plastic products with the cheapest grade components they could get their hands on, dropping the price to nothing and not making decent profit margins.

Market share doesn't pay bills or increase the company's wealth, profit margins do.

Look at ASUS. They sold $ 375,118,873,000 for 2012. They sell products and motherboards under their own name and they sell products to other companies as private label.

Their NET profits for 2012 on that $375Billion was only $22Billion. That's about 6% Net Profits. If Tim Cook or anyone else was only making Net Profits of 6% after tax profit, they would be out on their rear ends in a microsecond. Apple did $156.5Billion in 2012 with Net Profits of $41.7 Billion. Which company would you put more credibility as to how to run a company? One that makes only 6% on revenues, or another that brings in twice as much money on half as much sales? I don't know how these PC/Android mfg can make any money and these CEO's keep their jobs.
post #39 of 204
Quote:
Originally Posted by Lawrance View Post

I'm waiting for the retina mini myself. I wonder if Apple will ever add a USB port to their iPad line. It would sure open it up to be a lot more useful.

Should use wireless storage. Even USB is going wireless.
post #40 of 204
Quote:
Originally Posted by jungmark View Post

I haven't seen too many Android tabs in public.

 

For a long time I hadn't seen too many. Now I see almost as many Android Tabs as iPads.

Hmmmmmm...
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Hmmmmmm...
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