Then why have Samsungs shares fallen in the last year? I bought a Samsung Tablet for myself last year and a cheap android tablet for my daughter. The cheap android is stuck on ICS and never comes out of its box. The Samsung tablet is the only tablet I have ever purchased that has a crack in the case. I use it mainly for watching catch up tv as the keyboard is not responsive enough to do anything else on. These are counted in the huge increase I android tablets, but I will probably never get an Android tablet again.
If you've truly learnt your lesson, then you will buy an iPad.
I would not just dismiss the Gartner figures as biased. I own a software company who develops smartphone and tablet apps for enterprises. 3 years ago a typical request from a potential customer was to develop first an iOS app and port it later to Android. In 2013 roughly all my customers asked simultaneously an iOS and Android versions of their app. Well in 2014 I have received the first customer request for an Android app only. This means that mindset in the market is gradually shifting.
If I look to the personal devices of my employees, I see 2 iPads, 4 Android tablets and 1 Surface
I would not just dismiss the Gartner figures as biased. I own a software company who develops smartphone and tablet apps for enterprises. 3 years ago a typical request from a potential customer was to develop first an iOS app and port it later to Android. In 2013 roughly all my customers asked simultaneously an iOS and Android versions of their app. Well in 2014 I have received the first customer request for an Android app only. This means that mindset in the market is gradually shifting.
If I look to the personal devices of my employees, I see 2 iPads, 4 Android tablets and 1 Surface
If they do that they will lose money, as you may well know. The installed base for iPads is not only higher ( the 60% Android is recent) but the "Others" category is not really a multi-touch category. It can't be, not at that price. It must be a touch resistant screen and not a real capacitive device, good for movies, and not much else. Apple can't sit on their laurels, however and all they need to do is reduce the price of an entry model, maybe a mini by $50.
Also I never really liked Apple's hipster advertising - get out there advertising the fact that the iPad has much more and better apps, that developers make more money, that the ecosystem is the best, that it is the only Enterprise solution.
Apple is the only major company to report sales to end users, while Android device makers like Samsung note only shipments.
I thought this was disproved? If nothing else, it just seems implausible that Apple collates sales figures from all of the worldwide retailers that carry iPads.
That could be some part of the explanation for the iPad figure discrepancy - Apple report direct sales to end users and shipments to retailers, Gartner estimate sales.
Apple's slow pace of growth concerns some investors.
Colin Gillis, a senior tech analyst at BGC Financial, asked why the company, with its massive cash reserves of close to $160 billion, hasn't been aggressive making blockbuster acquisitions.
Google made headlines by buying robotics companies, and Facebook recently agreed to pay up to $19 billion for instant messaging service WhatsApp. Why can't Apple buy wearable tech companies like Jawbone or Fitbit, Gillis asked.
What's more, iPhones sell at a much higher premium than other smartphones—twice as much as the average price, about $650 versus $330, he said.
"It's a fine strategy to have, but it's going to come at the expense of volume," Gillis told CNBC. "Apple is going to be less effective in the emerging markets."
(I guess anal-yists are like weathermen - virtually no consequences for getting it wrong)
I thought this was disproved? If nothing else, it just seems implausible that Apple collates sales figures from all of the worldwide retailers that carry iPads.
That could be some part of the explanation for the iPad figure discrepancy - Apple report direct sales to end users and shipments to retailers, Gartner estimate sales.
Apple reports shipments AND approximate inventory levels. Anyone can deduce end user sales. Other companies don't give any numbers while Sammy provides a pct range change from the previous year.
Whose inventory levels, resellers? How "approximate" are those figures?
It seems to me like there's a bit of uncertainty between those measures and "Apple reports sales to end users". If Apple are approximating then it's not infeasible that Gartner are using their own approximations, which may be better (or worse) than Apple's.
The article takes it as read that Apple's figures are certain.
Whose inventory levels, resellers? How "approximate" are those figures?
It seems to me like there's a bit of uncertainty between those measures and "Apple reports sales to end users". If Apple are approximating then it's not infeasible that Gartner are using their own approximations, which may be better (or worse) than Apple's.
The article takes it as read that Apple's figures are certain.
I believe Apple gets weekly reports from its authorized resellers in addition to its info as well. In addition 1st party numbers are more accurate than 3rd party numbers.
That was likely me as I don't recall anyone else mentioning it. You should send a request yourself and see what they answer. .
Yes, it would make sense, but Apple hasn't said that AFAIK.
Maybe Tim will respond. Just because Apple doesn't mention it, doesn't mean it's not happening.
If Apple can control its prices at 3rd parties, it can sure can view inventory numbers, at least for idevices.
Whose inventory levels, resellers? How "approximate" are those figures?
It seems to me like there's a bit of uncertainty between those measures and "Apple reports sales to end users". If Apple are approximating then it's not infeasible that Gartner are using their own approximations, which may be better (or worse) than Apple's.
The article takes it as read that Apple's figures are certain.
Apple knows when every single device is switched on for the first time and activated.
Apple knows when every single device is switched on for the first time and activated.
So why not report activations then. I think you're suggesting that would be an accurate way of reporting actual end-user sales and it's information they have at their fingertips,
So why not report activations then. I think you're suggesting that would be an accurate way of reporting actual end-user sales and it's information they have at their fingertips,
Who knows, perhaps Apple prefers to keep that level of detail confidential.
Comments
If you've truly learnt your lesson, then you will buy an iPad.
Which apps that you use are exclusive to the ipad ?
Admittedly not many anymore, and those are not usually that important.
I'm a very strong Apple fan but Samsung is just tempting me right now!
I'm a very strong Apple fan but Samsung is just tempting me right now!
With what?
I would not just dismiss the Gartner figures as biased. I own a software company who develops smartphone and tablet apps for enterprises. 3 years ago a typical request from a potential customer was to develop first an iOS app and port it later to Android. In 2013 roughly all my customers asked simultaneously an iOS and Android versions of their app. Well in 2014 I have received the first customer request for an Android app only. This means that mindset in the market is gradually shifting.
If I look to the personal devices of my employees, I see 2 iPads, 4 Android tablets and 1 Surface
With what?
With the stuff he is paid to promote. No need for a tin foil hat on this one.
I would not just dismiss the Gartner figures as biased. I own a software company who develops smartphone and tablet apps for enterprises. 3 years ago a typical request from a potential customer was to develop first an iOS app and port it later to Android. In 2013 roughly all my customers asked simultaneously an iOS and Android versions of their app. Well in 2014 I have received the first customer request for an Android app only. This means that mindset in the market is gradually shifting.
If I look to the personal devices of my employees, I see 2 iPads, 4 Android tablets and 1 Surface
If they do that they will lose money, as you may well know. The installed base for iPads is not only higher ( the 60% Android is recent) but the "Others" category is not really a multi-touch category. It can't be, not at that price. It must be a touch resistant screen and not a real capacitive device, good for movies, and not much else. Apple can't sit on their laurels, however and all they need to do is reduce the price of an entry model, maybe a mini by $50.
Also I never really liked Apple's hipster advertising - get out there advertising the fact that the iPad has much more and better apps, that developers make more money, that the ecosystem is the best, that it is the only Enterprise solution.
Apple is the only major company to report sales to end users, while Android device makers like Samsung note only shipments.
I thought this was disproved? If nothing else, it just seems implausible that Apple collates sales figures from all of the worldwide retailers that carry iPads.
That could be some part of the explanation for the iPad figure discrepancy - Apple report direct sales to end users and shipments to retailers, Gartner estimate sales.
Apple's slow pace of growth concerns some investors.
Colin Gillis, a senior tech analyst at BGC Financial, asked why the company, with its massive cash reserves of close to $160 billion, hasn't been aggressive making blockbuster acquisitions.
Google made headlines by buying robotics companies, and Facebook recently agreed to pay up to $19 billion for instant messaging service WhatsApp. Why can't Apple buy wearable tech companies like Jawbone or Fitbit, Gillis asked.
What's more, iPhones sell at a much higher premium than other smartphones—twice as much as the average price, about $650 versus $330, he said.
"It's a fine strategy to have, but it's going to come at the expense of volume," Gillis told CNBC. "Apple is going to be less effective in the emerging markets."
(I guess anal-yists are like weathermen - virtually no consequences for getting it wrong)
Apple reports shipments AND approximate inventory levels. Anyone can deduce end user sales. Other companies don't give any numbers while Sammy provides a pct range change from the previous year.
Whose inventory levels, resellers? How "approximate" are those figures?
It seems to me like there's a bit of uncertainty between those measures and "Apple reports sales to end users". If Apple are approximating then it's not infeasible that Gartner are using their own approximations, which may be better (or worse) than Apple's.
The article takes it as read that Apple's figures are certain.
I believe Apple gets weekly reports from its authorized resellers in addition to its info as well. In addition 1st party numbers are more accurate than 3rd party numbers.
Interesting, thanks.
I thought I read on forums that someone called/emailed and recd a response. From a business sense, that also makes sense too, especially for Apple.
Yes, it would make sense, but Apple hasn't said that AFAIK.
Maybe Tim will respond. Just because Apple doesn't mention it, doesn't mean it's not happening.
If Apple can control its prices at 3rd parties, it can sure can view inventory numbers, at least for idevices.
Whose inventory levels, resellers? How "approximate" are those figures?
It seems to me like there's a bit of uncertainty between those measures and "Apple reports sales to end users". If Apple are approximating then it's not infeasible that Gartner are using their own approximations, which may be better (or worse) than Apple's.
The article takes it as read that Apple's figures are certain.
Apple knows when every single device is switched on for the first time and activated.
So why not report activations then. I think you're suggesting that would be an accurate way of reporting actual end-user sales and it's information they have at their fingertips,
So why not report activations then. I think you're suggesting that would be an accurate way of reporting actual end-user sales and it's information they have at their fingertips,
Who knows, perhaps Apple prefers to keep that level of detail confidential.