IDC: Apple iPad’s share of tablet market cut nearly in half in one year

As expected, worldwide tablet shipment growth slowed in the second quarter of 2013 (2Q13), according to preliminary data from the International Data Corporation (IDC) Worldwide Quarterly Tablet Tracker. Worldwide tablet shipments finally experienced a sequential decline as total volumes fell -9.7% from 1Q13. However, the 45.1 million units shipped in the second quarter was up 59.6% from the same quarter in 2012, when tablet vendors shipped 28.3 million devices.

Lacking a new product launch in March to help spur shipments, Apple’s iPad saw a lower-than-predicted shipment total of 14.6 million units for the quarter, down from 19.5 million in 1Q13. In years past, Apple has launched a new tablet heading into the second quarter, which resulted in strong quarter-over-quarter growth. Now, Apple is expected to launch new tablet products in the second half of the year, a move that better positions it to compete during the holiday season. Meanwhile, the other two vendors in the top 3 also saw a decline in their unit shipments during the quarter. Second-place Samsung shipped 8.1 million units, down from 8.6 million in the first quarter of 2013, although up significantly from the 2.1 million units shipped in 2Q12. And third-place ASUS shipped a total of 2.0 million units in 2Q13, down from 2.6 million in 1Q13.

“A new iPad launch always piques consumer interest in the tablet category and traditionally that has helped both Apple and its competitors,” said Tom Mainelli, Research Director, Tablets at IDC. “With no new iPads, the market slowed for many vendors, and that’s likely to continue into the third quarter. However, by the fourth quarter we expect new products from Apple, Amazon, and others to drive impressive growth in the market.”

Not all vendors experienced a slowdown during the quarter. PC stalwarts Lenovo and Acer both re-entered the top five this quarter. Lenovo continued to make headway into the world of mobility and for the first time had shipments surpass the million unit mark in a quarter, shipping a total of 1.5 million devices. This was up 313.9% from a year ago and enough to capture 3.3% market share. Rounding out the top 5 was Acer, which shipped 1.4 million tablets in 2Q13 for 247.9% year-over-year growth and an increase of 35.4% over the first quarter of 2013.

“The tablet market is still evolving and vendors can rise and fall quickly as a result,” said Ryan Reith, Program Manager for IDC’s Mobility Tracker programs. “Apple aside, the remaining vendors are still very much figuring out which platform strategy will be successful over the long run. To date, Android has been far more successful than the Windows 8 platform. However, Microsoft-fueled products are starting to make notable progress into the market.”

Top Five Tablet Vendors, Shipments, and Market Share, Second Quarter 2013 (Shipments in millions)
IDC: Top Five Tablet Vendors, Shipments, and Market Share, Second Quarter 2013 (Shipments in millions)
Source: IDC Worldwide Tablet Tracker, August 5, 2013. All data are preliminary and subject to change. Vendor shipments are branded shipments and exclude OEM sales for all vendors. Some IDC estimates prior to financial earnings reports. Shipments include shipments to distribution channels or end users. OEM sales are counted under the vendor/brand under which they are sold. IDC considers all LCD-based slate devices with screens between 7 and 16 inches as tablets, regardless of whether or not they include a removable keyboard (such as the Surface RT). Convertible devices with non-removable keyboards (such as Lenovo’s Yoga) are not counted as Tablets.

Top Tablet Operating Systems, Shipments, and Market Share, Second Quarter 2013 (Shipments in Millions)
IDC: Top Tablet Operating Systems, Shipments, and Market Share, Second Quarter 2013 (Shipments in Millions)
Source: IDC Worldwide Tablet Tracker, August 5, 2013. All data are preliminary and subject to change. Vendor shipments are branded shipments and exclude OEM sales for all vendors. Some IDC estimates prior to financial earnings reports. Shipments include shipments to distribution channels or end users. OEM sales are counted under the vendor/brand under which they are sold. IDC considers all LCD-based slate devices with screens between 7 and 16 inches as tablets, regardless of whether or not they include a removable keyboard (such as the Surface RT). Convertible devices with non-removable keyboards (such as Lenovo’s Yoga) are not counted as Tablets.

Source: International Data Corporation

87 Comments

    1. True, but this report is not indication yet as tablet sales by all those research companies come from thin air. They simply have no idea how many tablets are actually sold.

    2. [[ However, the 45.1 million units shipped in the second quarter was up 59.6% from the same quarter in 2012, when tablet vendors shipped 28.3 million devices. ]]

      What IDC fails to point out is that growth in “tablet” unit sales was almost entirely in the sub $200/unit segment. These are crap devices with no ecosystem to bring additional value to the buyer.

      In a year’s time this segment’s share is going to drop like a rock, as NOBODY, not even Samsung, is making a profit on these poorly equipped/built devices.

        1. And the cheap MP3 players people were buying a couple of years into the iPod craze — only to be replaced with real iPods eventually.

      1. Also, they actually DO point out that the new iPad release date is now in the Fall, not during last quarter. From 2010-2012, new iPad models were released and sold during “Q2.” Therefore, they are comparing Q2 2012 (when the first Retina iPad was brand new) to 2Q 2013 (when no new iPad models were released).

        That, plus the growth in the ultra-cheapo end of the tablet market, makes Apple’s unit share lower. That does not really matter, because Apple is making the vast majority of available profit in tablets, and new iPads will be released in the Fall.

        Those low-end low-profit (or no-profit) tablets are basically expanding the audience for tablet computers faster than Apple can do by itself. Apple’s competitors are helping to grow the number of tablet users out there while making very little (if any) profit, and Apple will eventually benefit from those tablet users, when they upgrade to an iPad.

    3. It’s not about being vulnerable. They didn’t release an iPad this spring. When they release the iPad(s) next month those numbers will increase dramatically. Then everything will be back to normal again.

        1. Shipped vs actual Apple sales but you should know that. BIG difference. Apple is the only one who gives out sales figures, the rest lie and cheat about those numbers as much as they can for market perception reasons. They are pulling a WINNING! deception. But being a Samsucks toady you don’t want to hear actual facts to disrupt your flimsy arguments.

        2. First, demonstrate how many shipped vs sold. You show those numbers then recalculate.

          Until then, ur full of shit.

          And even if half aten’t sold, Apple’s marketshare plummeted 50%. Regardless their share is down by a massive amount… Even if you cut the figures in half they’re down 25% YOY. Wake up.

        3. The success or failure of Apple will never alter the fact that you are dipshit loser who apparently has nothing better to do than go to websites you dislike and harass people. Why not try something else you’d probably enjoy by shoving a pineapple up your arse. Just remember to remove your head first.

        4. It would seem, slimon, that there are two possibilities:

          1. You think most people here are delusional fanboys. In that case, your spending time posting so much is bizarre and unutterably pathetic.

          2. Or you actually want to influence people. In that case, your arrogant, abrasive, insulting posts are bizarre and unutterably stupid — in that they will never have any influence.

        5. SHIPPED=SOLD! SHIPPED=SOLD! SHIPPED=SOLD! You Apple fanboys like to pull out the shipped vs. sold card when you’re backed in a corner. Excuse me as I have better things to do with my time like suck my boyfriend dry.

        6. @slimon
          re “Excuse me as I have better things to do with my time…”

          Watching reruns of Honey Boo-Boo would be a better use of your time that what you do here.

        7. Your definition of a fan boy is someone who, on a prima facia basis, agrees with good news and disagrees with bad news. And yet you turn around and, on a prima facia basis, agree with bad news and disagree with good news. That does not make you a realist or any better than anyone else. It only means that we see your posts when the story matches your agenda.

        8. Bullshit. That is not reality. I’m objective and base everything I say on facts or supported thereof.

          Fact: you fanboys make any and every excuse every time anything negative about Apple is reported. You’re incredulous because you’re fanboys.

        9. Except when I have explicitly pointed out how your “facts” are wrong.

          And your above statement that if the “shipment” numbers of the other vendors were cut in half that Apple’s market share still dropped 50% is not true to the numbers. Not even close. Just do the arithmetic.. (It’s not even math. Any fully competent 3rd grader can do it.) Under your scenario Apple’s market share would have dropped about 11%. Not even close to half.

          Try coming back with real facts like: how Samsung got caught cheating on benchmarks with the Galaxy S4, how Samsung violated its FRAND contract with the standards committee and demanded cross licensing of non SEP patents from Apple, etc.

        10. Apple’s marketshare has dropped 50% since they first started. Even if you cut the numbers from competitors in half that’s a 25% drop. A huge number.

          Post shipped vs sold numbers or just shut up. You have no leg to stand on otherwise.

        11. We’re talking marketshare here. Who gives a shit about profits? Amazon doesn’t make profit and Wall Street rewards it for future growth. Apple can take its cash horde and shove it where the sun don’t shine – preferably up my ass.

        12. Well, Slimeball, you’re the only dipshit who cares about market share. Everyone else with a functioning brain knows that market share means squat when you make peanuts. You can have half the market share but make three times the profit. And profit is all that matters to a competent business.

    1. Ahem, Apple still makes most of the tablet profits as well as 83% Mobile Web Share. What ARE people doing with their Android and Windows tablets? Doorstops perhaps? For drawer filler? Which would YOU rather have – market share or market profit share? Wait and see how the Retina Display iPad Mini sells… like hotcakes I would imagine – let’s revisit this again next year.

      1. Well… I think it’s changing. Google’s new Retina Nexus tablet for $230. Samsung’s new tablet line starting at $299. The quality of Android tablets is getting better. This is obviously something that seems to and will continue to cut into Apple’s hold on the tablet space.

        1. Mac95:

          When will it show? Are you alive? Apple started with market share in the tablet space in the 80s%. Today, they’re down to 32% based off of the same data sources.

          Now what? Right, excuses and disbelief.

        2. He was referring to profit not market share which Apple never chases. So now will you answer that question of his or indeed the previous one about how many of those shipped Android/widows tablets are actually sold against Apple’s 100% figure. You have no idea of course because those figures re never released though we know the MS write off is greater than the value of RT tabs sold.

          Last question do you cream yourself being a poster boy for Samsung et al? Or more accurately what’s it like being a tool lol.

        3. Your answer didn’t irritate me the least. You make way too many excited words stating your point, I make less and have a good time.
          You got to think of your heart. Ya can’t do this anymore in a few years time.

        4. slimon, now you “think” it’s changing, yet you berate other people for posting their opinion. Show the numbers of how people are actually using Android or other tablets, just as you’re clinging to IDC’s numbers to bash Apple.

          Fact: 83% of mobile web use by tablets is done on an iPad. That means this so-called gain in market share for non-iPad users is not translating into people surfing the web. Which means no profits for Google.

        5. I said I “think” meaning I don’t know. Rather than you idiots who make wild statements based on air and media crap.

          The reason I say think is because of the massive army of new Android tablets flooding the market. That I think they’re much more worthy of being used than the previous, in my opinion, Android shit. Sony has a very nice tablet they just launched. Google’s new Retina Nexus for $240. Samsung’s new Tab line trio and others that are trickling out this year.

          The other guys have had time to catch up and they’re offerings are beginning to border on attractive for a cheaper price.

          I have no idea what will happen but I’m rational and care enough not to be incredulous and look at this in that Apple May have a big battle coming up in the tablet space.

          FACT: Fact: Apple sold over 20% FEWER iPads last quarter compared to the previous quarter. Yet the tablet market has been growing. This is proof that supports this drop in marketshare.

        6. If you want to claim that you are “rational” and “objective”, you may want to stop with non-rational words like ‘shut the fuck up’, ‘bullshit’, ‘crap’ and all the related intensity.

          Also — why do you post? If you actually want to persuade people to your ideas, you are failing utterly, and will always fail utterly. Your posts do nothing for the vast majority of readers on this site except piss them off.

        7. Careful you are in danger of sounding a little rational there. Apples share is down somewhat worrying from my point of view as I have often related but then its products are over a year old now in a market that will always eat into its massive lead after initial domination due to its tactical market philosophy of profit over share combined with low cost low quality products now flooding the market increasingly mature at he top end. Samsung’s smaller decline may in fact be more significant as it can not argue these factors for the most part. Cheap android will eat into its products far more than into Apple’s profits as the Mac scenario proves, for by most measures Apple, with under 10% share manages to bring in 40 to 50% profit share.

      2. Cheap Android devices first have to be purchased before they can be used.

        The anti-Apple for no reason at all crowd ignore that sales of Android devices are estimates only, based on manufacturers’ stated SHIPMENTS.

        Shipments are inclusive of filling the channel, aka channel stuffing. MSFT did it with its Surface family of tablets, and ended up writing off over 50% of those shipped products.

        Samsung did it with the Galaxy S4, then cut future manufacturing volume because they didn’t sell to expectations.

        In a new market, with dozens of manufacturers coming on line, the strategy is to fill limited shelf space to deny competitors’ access to the customer, then hope your product sells enough to make a profit.

        This strategy only works for well financed efforts. Those selling tablets for under $100 (about a dozen) aren’t going to make it. Another dozen are selling for under $200. Break even on the cheapest devices is about $200.

        Check back in a year to see how well the knockoffs are doing.

    2. OK. I have a problem with the term “market share”. If you go to every place that has tablets I’ll bet that 75% of the tablets you find will be iPads, if not more. These numbers just show how many were shipped/sold during one quarter and doesn’t take into account the stockpile that is already in place. I’ve had my iPad2 for almost 2 years, so Apple’s had a 100% ‘market share’ with me for 8 quarters. The term really should have some words added to it like quarterly, or shipped.

      And it’s like the article said — Apple hasn’t had a new version for a while, so that’s why the numbers are lower. This has all been seen before.

      1. You mean a 50% drop in marketshare in the tablet space with Apple has been seen before? No, it hasn’t. This drop is massive and unprecedented. It’s bloody alarming.

        1. Apple began with 80+% marketshare in the tablet space. They’re at 32% from the same data sources. Only an idiot would refuse to acknowledge they dropped significantly in marketshare, regardless of fanboys saying the marketshare is wrong because items are reported as shipped not just sold. Assuming the percentage of shipped vs sold is constant over time, apple’s tablet marketshare being down 50% since it started… it’s undeniable that they’re marketshare has plummeted AFTER factoring in just sold numbers from competitors.

          And aside from this, the burden is on you to post reliable data that shows shipped vs sold from competitors. Otherwise, you’re not saying anything but screaming like whining babies refusing to believe Apple has lost a ton of marketshare in the tablet space.

          Fact: Apple sold over 20% FEWER iPads last quarter compared to the previous quarter. This is proof that supports this drop in marketshare.

        2. And you (and obviously IDC) have no idea how many tablets all the other companies actually “sold”. It could be that everyone’s sales dropped 20% or more. But we don’t know because only Apple reports sold numbers, not warehouse stocking numbers.

        3. Having data vs no data like you is reality. You have nothing but speculation. The only way for you to have any position is to post data. Look at any write downs from these companies over the next few quarters to see how many are sitting on shelves. That’s one hint to help you with amassing some data and getting you out of wild fanboy excuse and speculation mode.

        4. I’m going to first provide the math in simplified form, then we’ll look at real numbers.

          If company XYZ creates a new market, the first quarter it sells 4 units, it has 100% market share. The second quarter it sells 10 units it still has 100% market share because no one else has entered the market. It’s installed base is now 14 units. For the next 10 quarters it sells (simplified) 10 units per quarter and no one enters the market it continues to have 100% market share and its market share grows in a linear fashion. Then the tracking companies decide to include somewhat kind of similar products in the market (*cough* Kindle *cough* Nook *cough*) and XYZ sells 10 units while the “competitors” ship 4 units each. In this scenario, XYZ has “experienced” a “massive and unprecedented” market share drop, going from 100% a year ago to just 56% market share this quarter. What happened is that the market expanded through expansion of the definition of the market place. Doom for XYZ? Not by any objective evaluation. What about from the perspective of developers? All those quarters of massive sales have built an installed base that is not altered one bit by new entrants or redefinition of the market space. XYZ, as a market for developers, still sits at 124 units versus 8 for the “competition.” In the final quarter of our simplified examination XYZ sells 9 units and the tracking companies further expand their definition to include anything with rounded corners, a flat top, and some version of an OS that let’s your finger do most of the work. Doom and gloom? For whom? XYZ experienced a decrease in sales, though this is widely recognized for lack of new product introduction rather than competition from Tom, Dick and Harry.

          Now for real numbers. According to the site barefigur.es, Apple has sold 155,116,000 iPads. It will be a very long time indeed before Samsung+Acer+Lenovo+Asus amount to anything close to a threat to that installed base, given that Apple continues to sell — each quarter — more than those four ship, which is just piling on to the installed base.

          So, please, slimon, come back and draw our attention to declining market share when the installed base tips the other way, because declining market share is inevitable when you define a new market category: There is no higher market share than 100%, so it will be declining as others enter the market. And not even fickle Wall Street is concerned as long as the market expands.

          By the way, where were you in singing the praises of Apple when QoQ results were up 200%-300% quarter after quarter? The first spring that Apple doesn’t refresh the iPad is marked by the first decrease in sales (from 17M to 14.6M, a 15% difference) and you’re claiming “alarming.”

          In fact, since the numbers are before me, let’s look at QoQ change:

          Q3FY10 -> Q3FY11: 283% growth (3.27M -> 9.246M)
          Q4FY10 -> Q4FY11: 266% growth (4.188M -> 11.123M)
          Q1FY11 -> Q1FY12: 211% growth (7.331M -> 15.434M)
          Q2FY11 -> Q2FY12: 251% growth (4.694M -> 11.798M)
          Q3FY11 -> Q3FY12: 184% growth (9.246M -> 17.042M)
          Q4FY11 -> Q4FY12: 127% growth (11.123M -> 14.036M)
          Q1FY12 -> Q1FY13: 148% growth (15.434M -> 22.86M)
          Q2FY12 -> Q2FY13: 165% growth (11.798M -> 19.477M)
          Q3FY12 -> Q3FY13: 15% decline (17.042M -> 14.617M)

          I wish my business had such “alarming and unprecedented” sales problems to deal with.

        5. If other companies are selling products, obviously the market share HAS to go down, since there are more total players to take part in the overall market. If you’re the first, you’re at 100%.

        6. As usual, you ignore my point and bang on about market share. You really are an idiot. Anyone can get market share by dumping loads of crap gear on the consumer.

          To repeat:

          Shipped != sold.
          Quantity != quality.

          =:~)

    3. slimon, what an appropriate handle for you…

      I am not making any excuses. I am just posting a few things to consider. I do not expect you to open your mind to consider anything other than what you already believe.

      First, Apple essentially created the tablet market in 2010. Competitors have now had a few years to copy Apple’s iPad approach and Google has updated the Android OS to be more suitable for tablets. So, it makes sense that competitors would eventually gain tablet market share. The same thing happened with the iPhone, with Samsung being the most adept “slavish copier” of the Apple iPhone approach.

      Second, just as in the “smartphone” market, most of the market share growth by Apple’s competitors has been in the low margin, low profit area. In the phone market, this has mostly taken the form of Android “smartphones” taking the place of Symbian feature phones. These low-end Android smartphones are mostly used like feature phones, as proven by internet usage data. They employ Android just because it is free. Many of the Android tablets that are being sold are of the low-end variety – junk that Apple will never build. A number of tablets are also being discounted or given away as incentives, such as a “free” tablet with a new computer. This is very similar to the 2-for-1 smartphone deals that Android vendors used to boost unit sales. These approaches inflate the number of units “sold,” but it also reduce or eliminate associated profits. And profits are the name of the game. The only Android vendor to make significant profits has been the slavish copier, Samsung. And Samsung has other advantages (e.g., component pipelines) that help it to be profitable. Even so, Samsung’s revenue to profit ratio is much worse than Apple’s.

      Third, Apple reports units sold, not shipped, and keeps tight control over its product pipeline inventory. Other companies (if they report unit numbers at all) report units shipped. This can be very misleading if vendors stuff the pipeline to make the numbers look good (e.g., Microsoft shoving out 4M X-Boxes in the fourth quarter to meet Bill Gates’ 10M annual target). I suspect that you will see significant inventory writedowns later in the year associated with Android tablets.

      Time will tell whose strategy works out best. The fact that I am putting my money on Apple does not make me a fanboy (except in your limited view of the world). On the contrary, I believe that it makes me a well-informed investor and consumer who has profited greatly from Apple’s success over the past decade.

      The fact that you appear to revel in contrarian news for Apple shows that you are the “anti-fanboy.” That makes you a conforming would-be nonconformist. In other words, a pitiful fool.

      1. Your post was decent up until the end when you called me a fool.

        I use Apple products. But I’m not delusional like you and other fanboys. This article is alarming… The declining marketshare that’s happened just over the past 8 months. It’s incredible how you fanboys will reject and deny reality and not look at this constructively.

        You, like many others, are an Internet drone who repeats and vomits up the same stuff everyone else does. The source? The same media outlets. YOU post the shipped vs sold numbers of competitors. YOU demonstrate with hard data like the source of this report shipped vs sold. YOU stop repeating idiots in the media trying to get hits with sensational headlines. YOU stop referencing positive data from the very sources you criticize for reporting negative data about Apple.

        Until you demonstrate your position with data you have not one leg to stand on.

        And your comment that Android tablets are junk is YOUR opinion. There are people who like them.

        1. The fact is no one knows how many non-iPad tablets are actually sold to consumers because no manufacturer other than Apple reports items sold.

          The other fact is that the past quarter is a pretty slow quarter for most PC-related sales: Back to School hasn’t started yet, there are usually few new products introduced, and people are more concerned with summer vacation than technology upgrades.

          We also know from watching firms like Strategic Analytics that these companies have limitations in their data gathering and sometimes serious flaws in their methodology. Apart from Apple (which reports sold units), all of these firms’ numbers are nothing more than educated guesses at best. And the fact that IDC can vary by millions of units from Strategic Analytics and Gartner etc. is all the proof anyone needs.

        2. “TAKE THAT FANBOYS! I’M SMART. YOU’RE STUPID”

          And you also seem to be a petulant four-year-old. Y’ gotta be kiddin’ me! How do you think ANYBODY on here is going to take you seriously with any of the crap you’ve been typing on this page.

          Imagine talking to a boss like that about some brilliant idea you have for improving the company. Your boss won’t hear anything. It’s just be, “blah, blah, blah, you stupid fuck.” To which the response will, of course, be, “You fired.”
          Or imagine talking to some 300lb biker like that. You’re going to get your teeth caved in – or worse.
          I’m betting you don’t talk to people like that face to face… because the consequences would be too emotionally, financially and physically dangerous.

        3. slimon, perhaps I should have refrained from the ad hominem attack. It was an emotional response to your pointless adversarial hijacking of this forum.

          But you are so contradictory and inconsistent. You chastise others for referencing uncontroversial, published, historical data, then base your argument on this recent IDC data that appears to contain some questionable aspects in terms of assumptions and techniques.

          As I stated in my post, I do not deny that Android vendors are gaining market share in the tablet arena. In fact, as I state, this is a natural and expected development in keeping with the historical trends demonstrated by the iPhone. The key questions are:

          1) What are the actual market share and installed base trends (versus the doom and gloom that you are extracting from the recent IDC data)?

          2) What are the real impacts in market share and profit share in terms of low-end versus high-end device sales?

          3) What are the real impacts and expectations in terms of revenues and profits?

          Don’t yell about the sky falling and then scream at people for saying that it might just be a bit of rain. I don’t know why you seem to need to propagate an adversarial relationship between yourself and anyone who dares to disagree with you (i.e., fanboys). But you won’t get very far on this forum with that attitude. I agree that there is a strong tendency on this forum to give Apple the benefit of the doubt and disparage competitor products and actions. This is an Apple forum, after all, so some degree of bias is expected. However, what you fail to appreciate is that there are also many very reasonable people on this forum who are willing to openly debate both the strengths and weaknesses of Apple and its products and strategies. People can and will disagree with you without necessarily being blind lemmings or fanboys. Overuse of that term only undermines your credibility on this forum.

          You can take this advice or not, as you choose.

  1. >>Vendor shipments are branded shipments and exclude OEM sales for all vendors.
    If that means they don’t count iPads apple sells directly, then the whole thing is BS. It’s BS anyway, since they compare apple sales vs everyone else estimates. But we all know this by now…

    1. @Rick, absolutely, in businesses selling is counted. Shipments does not count at all. The inventory could sit in a warehouses for months or years collecting dusts.

      1. Marketshare is not irrelevant here. If most people gravitate and start using another platform the developers will follow. And Apple will lose out, just like the Mac OS.

        The App business is a money making machine. And this whole business of Android and associated developers and manufacturers not making money is bullshit. Tons of people and companies are making money off of Android.

        You disbelieve negative data about Apple from the same data sources you believe only when it comes to negative data about other companies.

        In other words, you’re an emotional, irrational fanboy.

        1. Market share would be relevant if all other things were equal.

          The problem, with your wet dream, is that each iPad sold is a hell of a lot more important to Apple than a sale of a Samsung tablet is for Samsung.

          There is the greater profit from the iPad at the point of sale. Then there is the purchases from the Apple Store. The Apps, the music, the videos and the books sold mounts up in a hurry. Then, last but not least, the purchase of the next iPad one or two iPads later. No one has ever bought a Samsung tablet after owning an iPad. (Incarcerated Lunatics exempted.)

          Samsung tablet owners surf the net, a bit. They play the free Apps, once in a while. Mostly they throw it into a drawer and leave it there.

        2. You cannot deny that every non-iPad is a lost sale opportunity. The more people shun the Apple ecosystem, the more iOS will start to look like the Mac OS. Apple MUST be more aggressive in defending its market share if it wishes to have a prosperous platform in the future.

        3. Right. Apple has never claimed a Mac installed base of more than 25M in the nearly 30 years (120 quarters) it has been around. Apple sold 22M iPads in Q1FY2013. 155M iPads sold in the 13 quarters it has been around. iOS will never look like the Mac OS situation of old.

        4. Bullshit. Apple walks a tight line. If Android tablets really take hold, developers will flock to it and Apple’s iOS will suffer. This is demonstrated and proven in the tech industry. Nobody can stop developers from flocking to a platform.

          Android tablets are dangerous for Apple. I have no idea how this will all end, but cheaper tablets that have a good selection of Apps could hit hard like Samsung did and others in the smartphone world.

  2. I call BS. The fifth player only shipped 3.8% yet somehow a bunch of no hoper minor players managed to move almost 40% of the market between them?
    I’d want to see those detailed figures…

  3. They talk about shipments, at least te article does. In my experience when they talk about shipments for other vendors than Apple they usually mean sell in and not sell out. That Acer shipped 1,5 million units or Goosung shipped 8,1 only means that they stuffed the channel from the factory not that they actually sold that many units. Apple’s number on the other hand are pure sales.

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