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?
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.
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?
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.
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.
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.
But all those cheap $100 tablets probably aren't hurting Apple too much.
You mean the $70 junk off EBay direct from China?? Take those out of the equation and where do they stand? Samsung sells Win8 tablets too, how does that figure into their share?
"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.
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!
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.
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.
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.
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.
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.
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.
Comments
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?
Quote:
Originally Posted by iCarbon
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.
Quote:
Originally Posted by Robin Huber
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?
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.
Quote:
Originally Posted by GQB
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.
Quote:
Originally Posted by Corrections
Canalys' Q2 tablet numbers are at least in the ballpark of Digitimes
Here's a reminder of the Strategy Analytics numbers.
Quote:
Originally Posted by GQB
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.
Quote:
Originally Posted by Michael Scrip
"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??
The "other" tablets that you asked for: http://www.robustbuy.com/laptops-tablets-android-tablets-c-551_1107.html
Quote:
Originally Posted by AppleInsider
"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.
Where are all these androids?
Lol
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!
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.
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.
Quote:
Originally Posted by Just_Me
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.
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.
So the question remains, what the **** are all these tablets being used for? Are they not connected to the internet?
Quote:
Originally Posted by genovelle
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.
Maybe they're not browsing the web.
They must be using them strictly for all those wonderful Android tablet apps!
I kid, I kid (but only slightly)