Apple's iPad business isn't collapsing, but the rest of the tablet industry sure is

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  • Reply 61 of 167
    macky the mackymacky the macky Posts: 4,801member
    darklite wrote: »
    When a product is shipped, does its manufacturer get paid by whoever they're shipping it to? If a company ships 50 million tablets, do they get the revenue when it's shipped, or only when the front-end shop sells the tablet?

    The answer to your question is, "it depends."

    Normally, when a manufacturer hands merchandise over to a shipper, the title changes hands to the retailer, and the retailer is then billed. However, marketing can make any number of stipulation to sweeten the pot for the retailer to take a larger order or favor the manufacturer in any number of ways. Here is an example of a few such "deals."
    1. Delayed billing for up to a year after shipment.
    2. Product "cosigned" to a retailer who then pays the manufacturer as they move the inventory.
    3. The manufacturer can agree to take back unsold inventory after a stipulated period of time. So the ownership may move back and forth.

    So, unless the terms of an agreement is known, the answer remains, "it depends."
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  • Reply 62 of 167
    macky the mackymacky the macky Posts: 4,801member
    There is a part of me that really doesn't care if Apple's market dominance is recognized by analysts or not.

    I'd just as soon Apple continues to stealthy gain dominance of the markets they have targeted... Apple's real competition knows Apple is walking all over them. Yet, since Apple is not painted as the dominator by all the financial wizards ( I use the word "wizards" loosely here), Apple doesn't need to defend itself... It's still playing catch up (heh heh).
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  • Reply 63 of 167
    macky the mackymacky the macky Posts: 4,801member
    juanm105 wrote: »
    @pfisher
    "It would be nice to have a non-Apple product for once. Looks like the Kindle Fire is the way to go"

    The Kindle Fire isn't even running a real Android OS so you have to use what Amazon gives you. That limits you even more. Enjoy the malware!

    The sole purpose of the Kindle is to create a short cut between your bank account and Amazon's. It has no other purpose... and all along you thought it was a "reader."
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  • Reply 64 of 167
    512ke512ke Posts: 782member
    Quote:

    Originally Posted by Macky the Macky View Post





    The sole purpose of the Kindle is to create a short cut between your bank account and Amazon's. It has no other purpose... and all along you thought it was a "reader."

    Brilliant!  A short cut between your bank account and Amazon's!  Quote-worthy!

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  • Reply 65 of 167
    slurpyslurpy Posts: 5,395member

    IDC have proven themselves to be a bunch of criminals and liars, market manipulators, obviously with an agenda, and being paid off to spout deceptive, false data that is then used as a source for spamming the internet with "Apple is Doomed", "Apple is collapsing" articles, both on mainstream news sites and blogs. Frankly, it's utterly nauseating. Truth and facts mean so very little these days- it's all about the clicks, and being the biggest attention-whore in the room. 

     

    When it was not to Apple's benefit, iPads were not considered computers so that Apple could not be shown to have a larger share in the PC market- even when all evidence was pointing towards iPads replacing PCs, and competing with PCs. But Now, apparently almost every Windows PC is considered an iPad competitor, in order to tank iPad marketshare #s. Hilarious. Go **** yourselves, IDC. Incredible how all your "mistakes" are never to Apple's favor. 

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  • Reply 66 of 167
    Dan_Dilgerdan_dilger Posts: 1,584member
    Quote:

    Originally Posted by drew0020 View Post



    These shill articles need to go away first how no one uses Office (what a joke) and now this. I enjoy coming to this site but am not a fanboy.

     

    Some people like to know what's going on in the world around them. 

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  • Reply 67 of 167
    aaronjaaronj Posts: 1,595member
    Quote:

    Originally Posted by drew0020 View Post



    These shill articles need to go away first how no one uses Office (what a joke) and now this. I enjoy coming to this site but am not a fanboy.

     

    You might have a point if there had been an article that actually said that "no one uses Office."

     

    Since there was no such article, your comment seems ignorant at best and libelous at worst.  Or maybe both.

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  • Reply 68 of 167
    Dan_Dilgerdan_dilger Posts: 1,584member
    Quote:

    Originally Posted by WS11 View Post

     

    That's the ASUS Transformer Book Trio (Android tablet and Windows PC inside the keyboard dock).

     

    This is the ASUS T100:

     


     

    The original image from the article was the higher end, $999 T300, which is styled to look like a MacBook Air.

     

    An image of the cheaper plastic $400 T100 has been substituted so that nobody gets confused.

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  • Reply 69 of 167
    snovasnova Posts: 1,281member
    Quote:

    Originally Posted by drew0020 View Post



    These shill articles need to go away first how no one uses Office (what a joke) and now this. I enjoy coming to this site but am not a fanboy.

    Thanks for clarifying.  we would have still been wondering why you are coming to this site if you had not spelled it out for us. /s

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  • Reply 70 of 167
    snovasnova Posts: 1,281member
    Quote:
    Originally Posted by Mac-sochist View Post

     
    Quote:
    Originally Posted by drew0020 View Post



    These shill articles need to go away first how no one uses Office (what a joke) and now this. I enjoy coming to this site but am not a fanboy.




    Interesting how the "shill articles" quote reams of facts, figures, and statistics, while the "anti-shill" posts consist exclusively of "Nuh-uh!", isn't it?

    fact, figures, and statistics.. those just lead to embarrassment.  Its better to just pull things out of a dark place and cash the check.

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  • Reply 71 of 167
    ws11ws11 Posts: 159member
    Quote:
    Originally Posted by Corrections View Post

     

     

    The original image from the article was the higher end, $999 T300, which is styled to look like a MacBook Air.

     

    An image of the cheaper plastic $400 T100 has been substituted so that nobody gets confused.


    The T300 is a Windows only tablet with a keyboard dock.  The image you posted was of the Transformer Book Trio which was composed of an Android tablet that docks into a Windows computer built into a keyboard.

     

    So now that you kindly fixed that, what about this error?

     

    Quote:

     As noted by Jitesh Ubrani, IDC's Research Analyst cited in the firm's Worldwide Quarterly Tablet Tracker press release, "although its share of the market remains small, Windows devices continue to gain traction thanks to sleeper hits like the Asus T100, whose low cost and 2-in-1 form factor appeal to those looking for something that's 'good enough'."



    By "gain traction," Ubrani can't possibly be referring to the Asus shipments he cited, because they decreased over the year-ago quarter from 2.6 million to 2.5 million, at least in the chart (above) that appeared next to those words in the press release. That's not "gaining traction," it's retracting gains.


     

    Again, "Windows devices continue to gain traction" does NOT equal "ASUS devices continue to gain traction".

     

    ASUS' Android tablets have decreased, while ASUS' Windows tablets have increased.

     

    The overall drop is explained by the decrease in Android devices.  That does not mean retracting gains for Windows tablets.

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  • Reply 72 of 167
    jungmarkjungmark Posts: 6,927member
    This is why there should be no "tablet" market and no "smartphone" market. There's a PC market and cell phone market. That's it. These research companies tend to define and redefine these labels to suit their results.
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  • Reply 73 of 167
    ws11ws11 Posts: 159member
    Quote:
    Originally Posted by jungmark View Post



    This is why there should be no "tablet" market and no "smartphone" market. There's a PC market and cell phone market. That's it. These research companies tend to define and redefine these labels to suit their results.

    The segment is a bit strange to categorize.  The iPad Air is a lot closer to the iPhone than it is to a Macbook Pro or Mac Pro.  The ASUS T100 is a lot closer to a laptop or desktop PC than it is a Windows phone.  Yet the T100 (x86-64 Windows) is categorized with the iPad Air (ARM iOS). The form factor "tablets / 2-in-1" is what both of them have in common.

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  • Reply 74 of 167
    arlorarlor Posts: 533member
    Quote:

    Originally Posted by WS11 View Post

     

    The segment is a bit strange to categorize.  The iPad Air is a lot closer to the iPhone than it is to a Macbook Pro or Mac Pro.  The ASUS T100 is a lot closer to a laptop or desktop PC than it is a Windows phone.  Yet the T100 (x86-64 Windows) is categorized with the iPad Air (ARM iOS). The form factor "tablets / 2-in-1" is what both of them have in common.


     

    Though in some ways I use my desktop/laptop and my phone more like each other. I find the iPad too difficult to use for email and other productivity stuff: the virtual keyboard is too slow compared to both my Mac keyboard (I'm a 120+ wpm typist, though) *and* my swype-style keyboard on my (Android) phone. I'd love it if Apple added a swype-style keypad to the iPad in about 1/8 of the screen space (more space to see what you're editing, too!).

     

    So I use the tablet mainly for games and as a reading/media device (though it's a little heavy for the latter -- the only thing that makes me want to upgrade my 2 to an Air before it breaks).  I use the desktop, laptop, and phone for productivity stuff.

     

    The convertible devices are even harder to categorize, of course. It would be interesting to know how people mostly actually use them (if they do, ha!). 

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  • Reply 75 of 167
    aaronjaaronj Posts: 1,595member
    Quote:

    Originally Posted by Arlor View Post

     

     

    Though in some ways I use my desktop/laptop and my phone more like each other. I find the iPad too difficult to use for email and other productivity stuff: the virtual keyboard is too slow compared to both my Mac keyboard (I'm a 120+ wpm typist, though) *and* my swype-style keyboard on my (Android) phone. I'd love it if Apple added a swype-style keypad to the iPad in about 1/8 of the screen space (more space to see what you're editing, too!).

     

    So I use the tablet mainly for games and as a reading/media device (though it's a little heavy for the latter -- the only thing that makes me want to upgrade my 2 to an Air before it breaks).  I use the desktop, laptop, and phone for productivity stuff.

     

    The convertible devices are even harder to categorize, of course. It would be interesting to know how people mostly actually use them (if they do, ha!). 


     

    You know, I only type about 85-90 wpm, but I've never found it difficult to type on the iPad.  I mean, sure, it's not like typing on a regular keyboard.  But I seem to do just fine.

     

    Then again, people are different.  At Starbuck's tonight, there were these three HS girls at one table, and two of them were texting almost constantly.  And they were just flying, doing that whole two-thumb thing that I've NEVER been able to master (or even close).

     

    So, yeah, people are just different I guess.

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  • Reply 76 of 167
    jungmarkjungmark Posts: 6,927member
    ws11 wrote: »
    The segment is a bit strange to categorize.  The iPad Air is a lot closer to the iPhone than it is to a Macbook Pro or Mac Pro.  The ASUS T100 is a lot closer to a laptop or desktop PC than it is a Windows phone.  Yet the T100 (x86-64 Windows) is categorized with the iPad Air (ARM iOS). The form factor "tablets / 2-in-1" is what both of them have in common.

    Difference is the iPad Air can't make cellular calls. Does the 2 in 1 get categorized as a PC or a "tablet"?
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  • Reply 77 of 167
    ws11ws11 Posts: 159member
    Quote:
    Originally Posted by jungmark View Post





    Does the 2 in 1 get categorized as a PC or a "tablet"?

     

    This is where is gets a bit messy.  

     

    For example, both of these devices are branded as a 2-in-1, but both of them are quite different:

     

    The ASUS T100 has all of the core components inside of the tablet portion.  It just happens to come with a keyboard dock in the box. 

     

    image

     

     

     

     

    The Lenovo ThinkPad Yoga is a standard ThinkPad laptop with a touch display that can fold 360 degrees to become a tablet.

     

     imageimage

     

    So the T100 would be a tablet PC with a tablet class Intel Bay Trail-T chip, and the ThinkPad Yoga would be a laptop PC with a laptop class Intel Haswell U series chip.

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  • Reply 78 of 167
    suddenly newtonsuddenly newton Posts: 13,819member
    LOL. No sale. Nice try, Peter Bright.
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  • Reply 79 of 167
    davidwdavidw Posts: 2,153member
    Quote:

    Originally Posted by DarkLite View Post

     

    When a product is shipped, does its manufacturer get paid by whoever they're shipping it to? If a company ships 50 million tablets, do they get the revenue when it's shipped, or only when the front-end shop sells the tablet?


     

    With many manufacturers, the revenue from units shipped is not as important as the number of units shipped, for the quarter. Usually they don't break down the quarter revenue to point where one can tell how much of it is revenue realized from units shipped and sold this quarter from revenue realized from units shipped last quarter but sold this quarter. But units shipped is the number many analyst use to forecast growth as this is the figure they use to compare to same quarter last year or from quarter to quarter. So manufacturers will offer incentives to venders like, differed payment plan, favorable return or discount policy for unsold inventory, pay for rebate program to help sell unsold inventory, discount for large orders, etc., etc., as an incentive for venders to order more units, so they can beat last year or last month units shipped numbers.  

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  • Reply 80 of 167
    analogjackanalogjack Posts: 1,073member

    Terrific exposé of IDC's dodgy business practices, if Samsung et al are happy to pay someone to prop up their fantasy world then that will make it all the better for Apple when the drugs wear off. I don't think anyone is being fooled other than those who actively choose to be fooled.

     

    Reports of Apple's demise are soon going to be as risible as similar reports when the iPhone was introduced. Apple have hardware and software nailed and they have understood then when it comes to quality of life, a couple of hundred bucks extra is less than nothing, in fact people are happy to pay for what Apple provides. Let's see Samsung try to make the same profits as Apple and see where that gets them. It's simply unambiguous and undeserved jealousy, from companies that can only copy, steal and lie.

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