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

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  • Reply 41 of 103
    In the *wild*, I only see non-Apple tablets in stores. At airports, Starbucks, universities and bookstores, iPads abound, often in equal numbers to laptops. Presumably, the HP fire sale has resulted in half a million to a million TouchPads being sold. But I have yet to see one anywhere.



    All to say, I still have trouble believing one third of tablets, shipped or sold, are not from Apple.
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  • Reply 42 of 103
    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.



    Based on Google's data on the Market Place, there are about 1.5 million Android tablets in the wild.
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  • Reply 43 of 103
    Quote:
    Originally Posted by applecider View Post


    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.



    A good metric is to look at Google's data on screen size and Android versions in use to access the Android Market. We know the number of Android handsets "activated" and using this, it shows about 1.5 million tablets in use.
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  • Reply 44 of 103
    mhiklmhikl Posts: 471member
    My plan when ever I spot a non-Apple pad is to try looking sympathetic, turn my head down and pretend to cover a giggle. I've been practicing.



    Oh when while I get to see one in public?
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  • Reply 45 of 103
    Apple has sold 28 million iPads in 2011. If there are only 1.5 M android sets on the internet I would say that at most 2 million have been sold to consumers.

    That would give android a 7% market share, if we give all others (windows tablets, HP etc.) except ipad another 7% then that puts apple at around 85% of the market.



    Time will tell.
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  • Reply 46 of 103
    adybadyb Posts: 205member
    Quote:
    Originally Posted by applecider View Post


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



    Wouldn't that just measure 3G tablets?
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  • Reply 47 of 103
    herbapouherbapou Posts: 2,228member
    Quote:
    Originally Posted by Steven N. View Post


    Based on Google's data on the Market Place, there are about 1.5 million Android tablets in the wild.



    Maybe they are being bought by basement geeks that order over the net, eat delivery food and haven't seen the sun in months.
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  • Reply 48 of 103
    Well, we'll have to include those 5,000 methanol-driven tablets that MS gave to developers this week!



    That will certainly skew the numbers.



    MS also wins the "2011 Creative Encryption and Insightful Abstraction" award -- by cleverly giving the OS replacement for Windows 7, the codename "Windows 8"



    I kinda' miss longhorny!
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  • Reply 49 of 103
    jragostajragosta Posts: 10,473member
    Quote:
    Originally Posted by Steven N. View Post


    A good metric is to look at Google's data on screen size and Android versions in use to access the Android Market. We know the number of Android handsets "activated" and using this, it shows about 1.5 million tablets in use.



    Not true. Google claims that there are 1.5 M tablet activations. Some of those are duplicates.
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  • Reply 50 of 103
    gatorguygatorguy Posts: 24,769member
    Quote:
    Originally Posted by jragosta View Post


    Not true. Google claims that there are 1.5 M tablet activations. Some of those are duplicates.



    Duplicates? Where did you see that?
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  • Reply 51 of 103
    Quote:
    Originally Posted by shen View Post


    "Apple's iPad 2 took market share from Android tablets"



    Exactly what percentage of nothing did they take?



    +++



    Shen's post summed it up. There really isn't a viable tablet other than iPads. No one knows how to make them with decent performance, build quality and integration.
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  • Reply 52 of 103
    Quote:
    Originally Posted by jdhayes117 View Post


    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?



    Maybe a "tag and release" program. Put an RFID band on the USER of the touchpad -- not the device itself.



    After all, we don't want them going extinct.





    >> in all seriousness, however, I HOPE that the competition can improve. I don't want Apple to become like Microsoft and suddenly have to worry about Monopoly provisions every time they add a feature.
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  • Reply 53 of 103
    Quote:
    Originally Posted by AdyB View Post


    Wouldn't that just measure 3G tablets?



    It would but what I'm talking about is measuroing the proportion of ipads to other tablets on cell networks.

    This would give the android numbers the best showing as I'm sure that the cell providers are pushing android with data plans.



    Would have to compare providers with both android and ipad, so verizon and ATT.



    4G numbers would be interesting as well as that would measure how many zooms were upgraded, at least I think it was the zoom that could be upgraded to 4G.
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  • Reply 54 of 103
    Quote:
    Originally Posted by PBRSTREETG View Post


    +++



    Shen's post summed it up. There really isn't a viable tablet other than iPads. No one knows how to make them with decent performance, build quality and integration.



    Well, Steve Jobs and Apple were working in the skunkworks for YEARS before releasing the iTouch and Tablets -- they did a lot of research.



    Google and WebOS did an admirable job of playing catchup-- but they didn't have the advantage of the tight integration of hardware and OS. They also didn't get all the NATIVE code in C++ -- which I have to figure has LOTs to do with energy savings. You know, like not having 3rd party "platforms" like Flash which would hog the the CPU and prevent real optimization.



    I think that OTHER tablet platforms wish they could have dictated things like Steve Jobs did in retrospect. Their bragging rights of "open", full featured (like a desktop), and running JAVA, flash and .NET --- whatever, don't always translate to the user experience.



    Probably in another few years -- tablets will have the power to spare to accomplish "virtual" hardware emulation -- but this is like the days of the 386, where C was a luxury and an Assembler Coder was "the man."



    But currently, when the Tablets get the power up -- they lose the battery life -- and vice, versa. Remember how long it took for Apple to offer "simulated" multi-tasking? There isn't one OS feature that wasn't made on a CPU/Battery performance decision -- whereas the competition, was adding OS features off a wish list, without such regard.
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  • Reply 55 of 103
    gatorguygatorguy Posts: 24,769member
    Quote:
    Originally Posted by applecider View Post


    It would but what I'm talking about is measuroing the proportion of ipads to other tablets on cell networks.

    This would give the android numbers the best showing as I'm sure that the cell providers are pushing android with data plans.



    Would have to compare providers with both android and ipad, so verizon and ATT.



    4G numbers would be interesting as well as that would measure how many zooms were upgraded, at least I think it was the zoom that could be upgraded to 4G.



    I would suspect that most tablets sold, whether from Apple or 'other", are wifi only.
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  • Reply 56 of 103
    Quote:
    Originally Posted by Gatorguy View Post


    Duplicates? Where did you see that?



    An activation is counted when the phone is activated (reset/upgrade...) and the unique phone ID is different than the unique phone ID attached to the associated account from the previous activation.



    This counts used phones and if you have multiple phones, each time a phone is activated, if it is different phone than the previous time you activated a phone, it counts. If you simply upgrade a phone it is not counted. He estimated the activation count was between 30%-50% high compared to new unit sales.



    This came from a Google Engineer.
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  • Reply 57 of 103
    Basically, as most people here know, with Apple shipped equals sold. That is not the case with manufacturers going via resellers. HP had shipped many TouchBooks, that only sold when they pulled the plug and gave them away at a loss. So, Samsung, Acer, RIM, Cisco, etc.: how much have been sold instead of just shipped?
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  • Reply 58 of 103
    gatorguygatorguy Posts: 24,769member
    Quote:
    Originally Posted by Steven N. View Post


    An activation is counted when the phone is activated (reset/upgrade...) and the unique phone ID is different than the unique phone ID attached to the associated account from the previous activation.



    This counts used phones and if you have multiple phones, each time a phone is activated, if it is different phone than the previous time you activated a phone, it counts. If you simply upgrade a phone it is not counted. He estimated the activation count was between 30%-50% high compared to new unit sales.



    This came from a Google Engineer.



    If your talking about the rumored conversation with a Google engineer mentioned here several months ago, he made no such claim regarding how Google counts the number of Android devices in service IIRC. And that assumes any part of that was true to begin with.
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  • Reply 59 of 103
    gatorguygatorguy Posts: 24,769member
    Samsung's filed a unique patent for a tablet design, and one that I hope we see. Current 10" tablets aren't the most convenient to tote around. Unfortunate since they're intended as mobile devices. Samsung's designed around that, with a foldable tablet with a flexible full size screen. And yes, Samsung already has a foldable/flexible screen patented and shown too.



    http://www.patentlyapple.com/patentl...om-apples.html
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  • Reply 60 of 103
    melgrossmelgross Posts: 33,715member
    Quote:
    Originally Posted by Gatorguy View Post


    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.



    All of Apple's numbers are sell-through, not 80-90%. they have made that very clear, several times.



    Oh and as for shipping vs sold numbers, we had been talking about RIM recently. They shipped 500,000 two quarters ago. How many did they sell? Well, they just now said that they shipped 200,000 for the quarter just past. That should give you some idea.



    And they only shipped 10 million phones. Their stock is tanking after hours.
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