When you create a market, and have 100%, and the market is an overwhelming success because of your creation, of course your 'market share' is going to slide. That's not failure, its part of success.
Failure would be decreasing sales, not percent of market. As far as I can tell, Apple is selling every tablet they can produce.
I would bet that the "slide" is a direct result of people wanting to now wait for the the second gen of the iPad. You would have to be a fool to buy the "old" one now. As much as a fool as to believe that sales have slipped for any other reason. One other thing, "figures don't lie, but liars can sure figure".
The "slide" is the result of going from no competitors to some competitors. If you have near 100% market share, you're going to lose market share if anyone enters the market and they are even remotely successful.
Your'e right that many people are probably holding out for an iPad2, but marketshare numbers are largely worthless anyway. The phone market is expanding, Apple is selling more and more iPhones. Who cares if they are outpaced by a group of manufacturers using Android? The tablet market is about to explode in size, who really cares what the percentages are right now anyway when the pie just keeps growing?
Sidenote: I bet WP7 will take a significant cut out of Android market share within two years. Right now Android has near 100% support from phone manufacturers without their own OS. As I said earlier, when you have close to 100% of a market, you will lose market share when a new entrant enters the market and doesn't fail. Once again though, market share numbers are largely meaningless when markets are growing. Fanboys of whoever has the lead just like to brag about them like the mean something.
i am absolutely not interested in another 10" device. ipad is the best and i have one, but, i am going to buy a 7" pad of some type and since apple still thinks no one wants a tablet between 5 and 7 inches it will have to be android based.
Why would you pay the same price for 55% less screen?
10 inch screen prices for a less than half size 7 inch form factor, effectively a huge cellphone.
What are you going to carry a smartphone and a HUGE smartphone around?
Don't get the 7 inch form factor and never will. Not much gain in real estate for the a major loss of portability.
"The reason we [won't] make a 7-inch tablet isn't because we don't want to hit that price point, it's because we think the screen is too small to express the software," Jobs said on Monday's quarterly earnings conference call. "As a software driven company we think about the software strategies first."
didn't hurt iphone sales though...
I've also wanted a smaller model (roughly 7"), and complained loudly when Apple came out with a ten inch one instead. However it seems to me now that if I had such a device (Tab sized but Apple design and quality), it would replace my iPhone as well.
At the moment there are things I do on my iPhone, (email, Twitter, Facebook, watching videos or TV, listening to music), that are damned awkward to do on the iPad. Some of them are things that really should *never* be on the iPad IMO. For instance, walking around holding an iPad in your hands with an earplug in listening to music makes you look like a colossal idiot IMO. You can't put it down and you can't put it in your pocket.
So while I hope that someday we will see something like an "iPad pro" that is small, pocketable like the Tab, and basically replaces both the current iPad and the current iPhone in one device, it no longer bothers me that the iPad isn't that device today. I wouldn't give up my iPhone for anything at the moment, or my iPad. and I think the case for the seven inch iPad only makes sense if it would replace both of these devices in one unit.
Looks like my quasi-day job as technical support for friends and family is about to get a shot in the arm.
"This is Aunt Milly. I can't find a Solitaire app; there are all these different stores and some of them want my credit card information AND social security number!"
“Well, your question was on sell-in and sell-out. As you heard, our sell-in was quite aggressive and this first quarterly result was quite, you know, fourth-quarter unit [figure] was around two million. Then, in terms of sell-out, we also believe it was quite small. We believe, as the introduction of new device, it was required to have consumers invest in the device. So therefore, even though sell-out wasn’t as fast as we expected, we still believe sell-out was quite OK.”
I've also wanted a smaller model (roughly 7"), and complained loudly when Apple came out with a ten inch one instead. However it seems to me now that if I had such a device (Tab sized but Apple design and quality), it would replace my iPhone as well.
Me too but after handling the Galaxy Tab and the Nook (prefer the Nook due to price) 7" is still too damn big to stick in a pocket or hold listening to music. 5" like the Dell might be better tweener so a 5" iPod Touch might be nice...especially with 3g data service.
Haven't actually held the Dell Streak though but it's gotta be more portable than the tab.
“Well, your question was on sell-in and sell-out. As you heard, our sell-in was quite aggressive and this first quarterly result was quite, you know, fourth-quarter unit [figure] was around two million. Then, in terms of sell-out, we also believe it was quite small. We believe, as the introduction of new device, it was required to have consumers invest in the device. So therefore, even though sell-out wasn’t as fast as we expected, we still believe sell-out was quite OK.”
Yeah!
AAPL +1.07%
GOOG +0.04%
The following was all over the financial networks this AM:
NEW YORK (Reuters) - Google Inc's Android software won a 22 percent share of the tablet computer market in the fourth quarter, biting at the heels of Apple Inc's iPad, which still has a massive market lead.
Research firm Strategy Analytics said Apple's share of the global market for tablets fell to 75 percent in the fourth quarter from 95 percent in the third quarter while the overall market increased 120 percent to almost 10 million units.
The Galaxy tablet from Samsung Electronics was the main competitor to iPad in the quarter as it was on sale in dozens of countries, according to the research firm.
Samsung has said it sold 2 million Galaxy tablets in the last three months, still putting it far behind Apple, which sold more than 7 million iPads in the last quarter. It was not immediately clear whether both companies were referring to the exact same time period.
Strategy Analytics expects Android to increase its tablet market share further in the first half of this year as new devices such as the Xoom from Motorola Mobility are expected to go on sale during that time.
However, Canada's Research In Motion will add yet more competition to the burgeoning market when it launches its PlayBook tablet toward the end of this quarter.
The United States was the biggest tablet market by far in the fourth quarter, Strategy Analytics said.
"Apple's share of tablet market slides to 77%, Android rises to 22%"
I neither see the word 'yearly' nor 'quarterly' in that sentence. But I see the word quarter in the following sentence. The article neither explicitly says that the numbers are for the whole year nor does it say that they are for the last quarter only.
For you it implied that they were for the whole year since it contrasted the 95% number (which was a yearly, or to be precise the year up to September, number) with this new undefined 77% number.
For others it might have implied, using the word quarter in the second sentence, that this 77% number is a quarterly number.
Ok, I got here a bit late. I was scanning the posts to see if anyone had picked that article up yet.
So, Samsung has 2 million units in the channel, but just a few in consumers hands. I believe that Apple's numbers are sold to end user figures.
The problem with some of the numbers given out by the companies that do the analysis is that they have to accept what is given, and they do their work before the exact meaning of the numbers is given out.
So, exactly how many Tabs have been sold? 100 thousand? 200 thousand? 500 thousand?
This looks like MS's way of giving numbers for WP7 sales. No actual sales numbers, just numbers of those in the channel, waiting to be sold. Never a good sign.
Also, on another note...I noticed when talking about computers, Apple market share is usually compared to the market share of individual Windows box builders like Dell or HP. However when talking about phones or tablets, Apple's market share is usually compared to another mobile OS, not to companies that are selling the devices. i.e., iOS vs Android. Why is that?
-kpluck
Simpliest reason is if you compare sales number of iPhone to that of other individual phones, or that of any other individual company's smartphone portfolio, there's no competition. iPhone numbers simply dwarf each and every one of them. Only when you combine ALL android products that it gets comparable.
Samsung 'sold' 2 million? Where's the evidence? (Please don't post links to stories saying 'shipped.')
Mac Rumors has an interesting quote on sell vs shipped,
"Pressed by an analyst at an investment bank, the Samsung executive, Lee Young-hee, acknowledged that sales to consumers were "quite small," though she didn't give a specific number."
The research firm data is bogus. While samsung had a ?sell-in? (i.e. channel sales) of 2M, it would not admit its actual ?sell-out? figures ? the actual sales to customers.
?
Here?s the snippet:
?Well, your question was on sell-in and sell-out. As you heard, our sell-in was quite aggressive and this first quarterly result was quite, you know, fourth-quarter unit [figure] was around two million. Then, in terms of sell-out, we also believe it was quite small. We believe, as the introduction of new device, it was required to have consumers invest in the device. So therefore, even though sell-out wasn?t as fast as we expected, we still believe sell-out was quite OK.?
Bottom line here: As expected, the only viable threat to the iPad on the market today has hardly made a dent.
I believe Apple determined that MOST consumers prefer a larger-sized screen, not that NO CONSUMER wanted 7" tablets. We'll see if what size display most consumers choose in 2011. There will be other factors such as price that may pull consumers to a smaller display. You'd likely need to do a poll to determine what size display consumers prefer.
My 10 incher is way better than you piddley 7 incher, not only is mine larger and has bigger girth the end users actually use the thing. And it gives them the complete experience and begging for more.
Yours paaaahhhh , have you seen anyone gettin any satisfaction from a small one - really?
Not only is it overpriced but many users look at it and laugh at it's size and it remains in the store collecting dust.
Not only that - a new one is coming out soon with a extra strong vibration setting, your piddley 7inch excuse has no chance
Comments
When you create a market, and have 100%, and the market is an overwhelming success because of your creation, of course your 'market share' is going to slide. That's not failure, its part of success.
Failure would be decreasing sales, not percent of market. As far as I can tell, Apple is selling every tablet they can produce.
A recent analyst report claims that Apple is focusing on "thickness and anti-reflection, not resolution" for the next iPad.
Anti-reflection - that's good news, especially if it also comes to the iMac.
I would bet that the "slide" is a direct result of people wanting to now wait for the the second gen of the iPad. You would have to be a fool to buy the "old" one now. As much as a fool as to believe that sales have slipped for any other reason. One other thing, "figures don't lie, but liars can sure figure".
The "slide" is the result of going from no competitors to some competitors. If you have near 100% market share, you're going to lose market share if anyone enters the market and they are even remotely successful.
Your'e right that many people are probably holding out for an iPad2, but marketshare numbers are largely worthless anyway. The phone market is expanding, Apple is selling more and more iPhones. Who cares if they are outpaced by a group of manufacturers using Android? The tablet market is about to explode in size, who really cares what the percentages are right now anyway when the pie just keeps growing?
Sidenote: I bet WP7 will take a significant cut out of Android market share within two years. Right now Android has near 100% support from phone manufacturers without their own OS. As I said earlier, when you have close to 100% of a market, you will lose market share when a new entrant enters the market and doesn't fail. Once again though, market share numbers are largely meaningless when markets are growing. Fanboys of whoever has the lead just like to brag about them like the mean something.
i am absolutely not interested in another 10" device. ipad is the best and i have one, but, i am going to buy a 7" pad of some type and since apple still thinks no one wants a tablet between 5 and 7 inches it will have to be android based.
Why would you pay the same price for 55% less screen?
10 inch screen prices for a less than half size 7 inch form factor, effectively a huge cellphone.
What are you going to carry a smartphone and a HUGE smartphone around?
Don't get the 7 inch form factor and never will. Not much gain in real estate for the a major loss of portability.
"The reason we [won't] make a 7-inch tablet isn't because we don't want to hit that price point, it's because we think the screen is too small to express the software," Jobs said on Monday's quarterly earnings conference call. "As a software driven company we think about the software strategies first."
didn't hurt iphone sales though...
I've also wanted a smaller model (roughly 7"), and complained loudly when Apple came out with a ten inch one instead. However it seems to me now that if I had such a device (Tab sized but Apple design and quality), it would replace my iPhone as well.
At the moment there are things I do on my iPhone, (email, Twitter, Facebook, watching videos or TV, listening to music), that are damned awkward to do on the iPad. Some of them are things that really should *never* be on the iPad IMO. For instance, walking around holding an iPad in your hands with an earplug in listening to music makes you look like a colossal idiot IMO. You can't put it down and you can't put it in your pocket.
So while I hope that someday we will see something like an "iPad pro" that is small, pocketable like the Tab, and basically replaces both the current iPad and the current iPhone in one device, it no longer bothers me that the iPad isn't that device today. I wouldn't give up my iPhone for anything at the moment, or my iPad. and I think the case for the seven inch iPad only makes sense if it would replace both of these devices in one unit.
Looks like my quasi-day job as technical support for friends and family is about to get a shot in the arm.
"This is Aunt Milly. I can't find a Solitaire app; there are all these different stores and some of them want my credit card information AND social security number!"
Samsung Exec: Galaxy Tab Sales Are "Quite Small"
http://finance.yahoo.com/news/Samsun....html?x=0&.v=1
Interesting:
Samsung Exec: Galaxy Tab Sales Are "Quite Small"
http://finance.yahoo.com/news/Samsun....html?x=0&.v=1
was going to post that.
Samsun rep said:
“Well, your question was on sell-in and sell-out. As you heard, our sell-in was quite aggressive and this first quarterly result was quite, you know, fourth-quarter unit [figure] was around two million. Then, in terms of sell-out, we also believe it was quite small. We believe, as the introduction of new device, it was required to have consumers invest in the device. So therefore, even though sell-out wasn’t as fast as we expected, we still believe sell-out was quite OK.”
I've also wanted a smaller model (roughly 7"), and complained loudly when Apple came out with a ten inch one instead. However it seems to me now that if I had such a device (Tab sized but Apple design and quality), it would replace my iPhone as well.
Me too but after handling the Galaxy Tab and the Nook (prefer the Nook due to price) 7" is still too damn big to stick in a pocket or hold listening to music. 5" like the Dell might be better tweener so a 5" iPod Touch might be nice...especially with 3g data service.
Haven't actually held the Dell Streak though but it's gotta be more portable than the tab.
was going to post that.
“Well, your question was on sell-in and sell-out. As you heard, our sell-in was quite aggressive and this first quarterly result was quite, you know, fourth-quarter unit [figure] was around two million. Then, in terms of sell-out, we also believe it was quite small. We believe, as the introduction of new device, it was required to have consumers invest in the device. So therefore, even though sell-out wasn’t as fast as we expected, we still believe sell-out was quite OK.”
Yeah!
AAPL +1.07%
GOOG +0.04%
The following was all over the financial networks this AM:
I wonder if we'll see a correction or retraction
Android gains 22 pct tablet market share - analyst
On Monday 31 January 2011, 16:22 SGT
NEW YORK (Reuters) - Google Inc's Android software won a 22 percent share of the tablet computer market in the fourth quarter, biting at the heels of Apple Inc's iPad, which still has a massive market lead.
Research firm Strategy Analytics said Apple's share of the global market for tablets fell to 75 percent in the fourth quarter from 95 percent in the third quarter while the overall market increased 120 percent to almost 10 million units.
The Galaxy tablet from Samsung Electronics was the main competitor to iPad in the quarter as it was on sale in dozens of countries, according to the research firm.
Samsung has said it sold 2 million Galaxy tablets in the last three months, still putting it far behind Apple, which sold more than 7 million iPads in the last quarter. It was not immediately clear whether both companies were referring to the exact same time period.
Strategy Analytics expects Android to increase its tablet market share further in the first half of this year as new devices such as the Xoom from Motorola Mobility are expected to go on sale during that time.
However, Canada's Research In Motion will add yet more competition to the burgeoning market when it launches its PlayBook tablet toward the end of this quarter.
The United States was the biggest tablet market by far in the fourth quarter, Strategy Analytics said.
(Reporting by Sinead Carew)
http://sg.finance.yahoo.com/news/And....html?x=0&.v=2
Samsung 'sold' 2 million? Where's the evidence? (Please don't post links to stories saying 'shipped.')
http://finance.yahoo.com/news/Samsun....html?x=0&.v=1
http://www.9to5mac.com/49950/samsung...ill#more-49950
So to the story (source WSJ via Business Insider): “On the earnings call with analysts, Samsung VP Lee Young-hee said sales were “quite small.”"
"Apple's share of tablet market slides to 77%, Android rises to 22%"
I neither see the word 'yearly' nor 'quarterly' in that sentence. But I see the word quarter in the following sentence. The article neither explicitly says that the numbers are for the whole year nor does it say that they are for the last quarter only.
For you it implied that they were for the whole year since it contrasted the 95% number (which was a yearly, or to be precise the year up to September, number) with this new undefined 77% number.
For others it might have implied, using the word quarter in the second sentence, that this 77% number is a quarterly number.
Interesting:
Samsung Exec: Galaxy Tab Sales Are "Quite Small"
http://finance.yahoo.com/news/Samsun....html?x=0&.v=1
Ok, I got here a bit late. I was scanning the posts to see if anyone had picked that article up yet.
So, Samsung has 2 million units in the channel, but just a few in consumers hands. I believe that Apple's numbers are sold to end user figures.
The problem with some of the numbers given out by the companies that do the analysis is that they have to accept what is given, and they do their work before the exact meaning of the numbers is given out.
So, exactly how many Tabs have been sold? 100 thousand? 200 thousand? 500 thousand?
This looks like MS's way of giving numbers for WP7 sales. No actual sales numbers, just numbers of those in the channel, waiting to be sold. Never a good sign.
Here's another version of the article.
http://www.businessinsider.com/samsu...-small-2011-1q
...
Also, on another note...I noticed when talking about computers, Apple market share is usually compared to the market share of individual Windows box builders like Dell or HP. However when talking about phones or tablets, Apple's market share is usually compared to another mobile OS, not to companies that are selling the devices. i.e., iOS vs Android. Why is that?
-kpluck
Simpliest reason is if you compare sales number of iPhone to that of other individual phones, or that of any other individual company's smartphone portfolio, there's no competition. iPhone numbers simply dwarf each and every one of them. Only when you combine ALL android products that it gets comparable.
Samsung 'sold' 2 million? Where's the evidence? (Please don't post links to stories saying 'shipped.')
Mac Rumors has an interesting quote on sell vs shipped,
"Pressed by an analyst at an investment bank, the Samsung executive, Lee Young-hee, acknowledged that sales to consumers were "quite small," though she didn't give a specific number."
The research firm data is bogus. While samsung had a ?sell-in? (i.e. channel sales) of 2M, it would not admit its actual ?sell-out? figures ? the actual sales to customers.
?
Here?s the snippet:
?Well, your question was on sell-in and sell-out. As you heard, our sell-in was quite aggressive and this first quarterly result was quite, you know, fourth-quarter unit [figure] was around two million. Then, in terms of sell-out, we also believe it was quite small. We believe, as the introduction of new device, it was required to have consumers invest in the device. So therefore, even though sell-out wasn?t as fast as we expected, we still believe sell-out was quite OK.?
Bottom line here: As expected, the only viable threat to the iPad on the market today has hardly made a dent.
?
http://biz.yahoo.com/siliconalley/11...1_id.html?.v=1
I believe Apple determined that MOST consumers prefer a larger-sized screen, not that NO CONSUMER wanted 7" tablets. We'll see if what size display most consumers choose in 2011. There will be other factors such as price that may pull consumers to a smaller display. You'd likely need to do a poll to determine what size display consumers prefer.
My 10 incher is way better than you piddley 7 incher, not only is mine larger and has bigger girth the end users actually use the thing. And it gives them the complete experience and begging for more.
Yours paaaahhhh , have you seen anyone gettin any satisfaction from a small one - really?
Not only is it overpriced but many users look at it and laugh at it's size and it remains in the store collecting dust.
Not only that - a new one is coming out soon with a extra strong vibration setting, your piddley 7inch excuse has no chance
Even Jobs said so...
har har
http://www.electronista.com/articles...r.than.claims/
What took so long for this to come to light? This approach to inflating sales figures is old hat. Shame on the "news" media.