aren't ipads cannbalizing each other and sales not as high as expected by analysts??
I don't think cannibalization is as bad as analyst say. I would assume Retina iPad sales are flat and Mini sales are driving the major growth in iPad sales overall.
I don't think cannibalization is as bad as analyst say. I would assume Retina iPad sales are flat and Mini sales are driving the major growth in iPad sales overall.
I wouldn't think so. Just ballparking a figure for every one person that bought an iPad mini instead of an iPad there were 5 to 10 that bought that iPad instead of some other smaller and cheaper tablet, or wouldn't have bought any tablet at all. I expect we hear about this holiday season breaking massive records and the iPad mini being the fastest growing Apple device in history.
I don't think cannibalization is as bad as analyst say. I would assume Retina iPad sales are flat and Mini sales are driving the major growth in iPad sales overall.
what is happening is many families are buying second and third iPads - mini's - for the kids, spouses, grandparents, etc. that's not "cannibalization" - it's market expansion. that's why ALL the iPad ads show both sizes side by side - and being used together. Apple is being very slick here, but it goes way over the head of the "analysts." every household will still want one full size iPad for the times the large screen serves significantly better.
i bet some families put multiple mini's for all the kids under the tree on Tuesday. gotta keep the peace.
a not-too-wild guess based on other reports is about 50% of the smartphones are iPhones - this is US data only i assume - and 80% of the tablets are iPads. which would give Apple 65% of the combined Christmas Day total. that is a market crusher. if Android were strong, you know Flurry would hype that instead, because their business is data-mining, which Apple tries hard to obstruct and Google loves.
of course we will get the true Apple sales numbers in late January as usual for the reality check. we will never get honest Android numbers (except in court) from anyone, and nothing but bullshit numbers from Amazon.
Quote:
Originally Posted by blackbook
I was thinking the same thing.
And that link you posted is astonishing. Pretty sure the iPad stole this Christmas.
The introduction of the Mini came at just the right time. The competition won't recover from the one two punch that is the iPad and iPad Mini.
Yes and yes. That link about number of initial tweets for devices is especially telling (and tells a truly sad story MS Surface, btw). And, with that we do have a few more facts to help read between the line on breaking out the iPad from the pack.
The main one is all the years of data that Apple users are consistently much more likely to to purchase apps than Android users (with Amazon's Fire a fork of Android) - and that's corroboration of the link above as Apple users trend at least a bit more sophisticated on the whole and are therefore more likely to be on Twitter, while more Android users will be comfy with just facebook as their social ecosystem.
So with the simultaneous peaks in tablet activation and app sales, logically the great majority are tablet apps, and that would imply that Apple likely at least mostly held their share of the tab market (and certainly the metric they care most about, their profit share) against a much wider array of competitors than last year.
It is reasonable to speculate that bottom feeders will in time do at least some of what they've done in the phone space in terms of sheer units shipped, e.g., flooding low-priced, poorly specced very basic units into poorer countries, and the press will run with that, but sounds here like "Apple done good." - and will continue to for a good while as they define "doing good."
Yeah, sort of like back in the old days, if you found a Zune under the tree with your name on it. A lot of crying, and wives saying, "I told you they weren't the same." Nobody wants to be the goat on Christmas morning.
Yeah, sort of like back in the old days, if you found a Zune under the tree with your name on it. A lot of crying, and wives saying, "I told you they weren't the same." Nobody wants to be the goat on Christmas morning.
That's why this Christmas I donated my Xperia S to toys-for-tots/what nots and got myself a HTC One X. Absolutely lovin' it. Nothing smells better than white plastic you paid for with your own sweat and tears.
ahem - Well as a small part of the worldwide numbers - I would like to report to all who are somewhat interested that I coughed up for iPad 4's for my two kids + the Logitech solar keyboards.
They were over the moon - my 11.5 year old son says, " I can't believe it. I'm spoiled fcuken rotten !" I immediately rotflmao. At least he knows he is ....
iPad mini wasn't an option in this case due to educational requirements - we're a bit backward in these here parts, jeez the tech firm advising the school is recommending net books ! (yet another money grubbing M$ clone IT advisory pack of leeches fantasising about on-going virus clean-ups.) lol
What is wrong with the following analysis, relying heavily on the accuracy of Flurry's #s:
1) There were 4 million iOS/ Android devices activated per day from Dec 1-20 2) Of these, 80% were phones, or 3.2 million 3) Liberally, Android is activating 2 million devices per day. Why liberally? Because in Sept, [URL=http://www.engadget.com/2012/09/05/google-ceo-1-3-million-android-activations-a-day/]they were only activating 1.3 million[/URL]. 4) This would imply 1.2 million iPhone activations per day 5) ignoring the spike on Christmas Day/ post Christmas, this would imply 1.2 x 31 = 37.2 million iPhones sold in Dec alone 6) For Oct and Nov, if activations were half the rate observed in Dec, this would imply ~75 million iPhones activated in the Q
Sources of conservatism: - Flurry claims to capture "over 90% of activations" - the assumption of 2 million Android phones per day is likely generous and represents a 50% growth rate versus the last announced activation figures - I give no incremental credit for Christmas Day/ Eve/ New Years
Open questions: - How do iPod touches get counted-- hopefully not as phones. - Are Flurry's #s good?
Comments
I wouldn't think so. Just ballparking a figure for every one person that bought an iPad mini instead of an iPad there were 5 to 10 that bought that iPad instead of some other smaller and cheaper tablet, or wouldn't have bought any tablet at all. I expect we hear about this holiday season breaking massive records and the iPad mini being the fastest growing Apple device in history.
Quote:
Originally Posted by blackbook
I don't think cannibalization is as bad as analyst say. I would assume Retina iPad sales are flat and Mini sales are driving the major growth in iPad sales overall.
what is happening is many families are buying second and third iPads - mini's - for the kids, spouses, grandparents, etc. that's not "cannibalization" - it's market expansion. that's why ALL the iPad ads show both sizes side by side - and being used together. Apple is being very slick here, but it goes way over the head of the "analysts." every household will still want one full size iPad for the times the large screen serves significantly better.
i bet some families put multiple mini's for all the kids under the tree on Tuesday. gotta keep the peace.
An Android?! Daaaadd I wanted an IPad!
Quote:
Originally Posted by Alfiejr
a not-too-wild guess based on other reports is about 50% of the smartphones are iPhones - this is US data only i assume - and 80% of the tablets are iPads. which would give Apple 65% of the combined Christmas Day total. that is a market crusher. if Android were strong, you know Flurry would hype that instead, because their business is data-mining, which Apple tries hard to obstruct and Google loves.
http://imgur.com/cg6O5
of course we will get the true Apple sales numbers in late January as usual for the reality check. we will never get honest Android numbers (except in court) from anyone, and nothing but bullshit numbers from Amazon.
Quote:
Originally Posted by blackbook
I was thinking the same thing.
And that link you posted is astonishing. Pretty sure the iPad stole this Christmas.
The introduction of the Mini came at just the right time. The competition won't recover from the one two punch that is the iPad and iPad Mini.
Yes and yes. That link about number of initial tweets for devices is especially telling (and tells a truly sad story MS Surface, btw). And, with that we do have a few more facts to help read between the line on breaking out the iPad from the pack.
The main one is all the years of data that Apple users are consistently much more likely to to purchase apps than Android users (with Amazon's Fire a fork of Android) - and that's corroboration of the link above as Apple users trend at least a bit more sophisticated on the whole and are therefore more likely to be on Twitter, while more Android users will be comfy with just facebook as their social ecosystem.
So with the simultaneous peaks in tablet activation and app sales, logically the great majority are tablet apps, and that would imply that Apple likely at least mostly held their share of the tab market (and certainly the metric they care most about, their profit share) against a much wider array of competitors than last year.
It is reasonable to speculate that bottom feeders will in time do at least some of what they've done in the phone space in terms of sheer units shipped, e.g., flooding low-priced, poorly specced very basic units into poorer countries, and the press will run with that, but sounds here like "Apple done good." - and will continue to for a good while as they define "doing good."
These numbers are world-wide activations, not US-only!
1-20th of December, each day 4 Mio = 80 Mio.
Plus christmas = 97.4 Mio
Plus 20-31th of December = ca. 120 Mio.
120 Mio activated devices in US only in December 2012? Never...
World-wide the market share of Apple is far below 50% for smartphones and 80% for tablets.
This data indicates for massive sales numbers of cheap android devices, as the app downloads growth is far below the device sales growth! ;- )
Quote:
Originally Posted by ascii
An Android?! Daaaadd I wanted an IPad!
Yeah, sort of like back in the old days, if you found a Zune under the tree with your name on it. A lot of crying, and wives saying, "I told you they weren't the same." Nobody wants to be the goat on Christmas morning.
Ha Ha yeah looks like there was some side-stepping of a *ahem* ugly issue some people would like to ~not~ face.
That's why this Christmas I donated my Xperia S to toys-for-tots/what nots and got myself a HTC One X. Absolutely lovin' it. Nothing smells better than white plastic you paid for with your own sweat and tears.
First post....
......?? :no:
Can't wait for the second.
They were over the moon - my 11.5 year old son says, " I can't believe it. I'm spoiled fcuken rotten !"
I immediately rotflmao. At least he knows he is ....
iPad mini wasn't an option in this case due to educational requirements - we're a bit backward in these here parts, jeez the tech firm advising the school is recommending net books ! (yet another money grubbing M$ clone IT advisory pack of leeches fantasising about on-going virus clean-ups.) lol
Quote:
Originally Posted by Tallest Skil
Why do we care about the numbers together? We already know that these two combined have killed all other companies in the industry.
There were only 14 iOS devices activated over this time frame¡
The rest were Android¡
1) There were 4 million iOS/ Android devices activated per day from Dec 1-20
2) Of these, 80% were phones, or 3.2 million
3) Liberally, Android is activating 2 million devices per day. Why liberally? Because in Sept, [URL=http://www.engadget.com/2012/09/05/google-ceo-1-3-million-android-activations-a-day/]they were only activating 1.3 million[/URL].
4) This would imply 1.2 million iPhone activations per day
5) ignoring the spike on Christmas Day/ post Christmas, this would imply 1.2 x 31 = 37.2 million iPhones sold in Dec alone
6) For Oct and Nov, if activations were half the rate observed in Dec, this would imply ~75 million iPhones activated in the Q
Sources of conservatism:
- Flurry claims to capture "over 90% of activations"
- the assumption of 2 million Android phones per day is likely generous and represents a 50% growth rate versus the last announced activation figures
- I give no incremental credit for Christmas Day/ Eve/ New Years
Open questions:
- How do iPod touches get counted-- hopefully not as phones.
- Are Flurry's #s good?
Please tear into my assumptions/ analysis.