According to Strategy Analytics, for the third consecutive quarter, the global tablet applications processor (AP) market saw strong shipment growth in Q3 2020. Apple led the tablet AP market with 46% revenue share in Q3 2020, followed distantly by Intel with 17 percent and Qualcomm with 12 percent.
The global tablet applications processor (AP) market saw robust growth both in terms of units and revenues in Q3 2020, according to Strategy Analytics’ Handset Component Technologies (HCT) service report.
Strategy Analytics’ research report “Tablet Apps Processor Market Share Tracker Q3 2020: Apple Leads with 46 Percent Revenue Share” estimates that the tablet AP market posted 28 percent growth in revenue terms to reach $778 million in Q3 2020. Apple, Intel, Qualcomm, MediaTek and Samsung LSI captured the top-five tablet applications processor (AP) revenue share slots in Q3 2020. Apple led the tablet AP market with 46 percent revenue share in Q3 2020, followed by Intel with 17 percent and Qualcomm with 12 percent.
In a statement, Sravan Kundojjala, Associate Director, said, “Strategy Analytics estimates that Intel’s x86 chips accounted for 12 percent of total tablet AP shipments in Q3 2020. We estimate that Qualcomm, so far, has not made a dent in Intel’s tablet share in the Windows ecosystem. We believe that the Arm ecosystem and Microsoft should take a leaf out of Apple’s M1 success and work together to accelerate the Windows on Arm ecosystem development.”
Stephen Entwistle, Vice President of the Strategic Technologies Practice, added, “For the third consecutive quarter, the tablet AP market saw strong shipment growth in Q3 2020. All major tablet AP vendors saw shipment growth in Q3 2020. Thetablet AP market is on pace to register its first annual shipment growth in six years, driven by pandemic trends such as remote working and learning.”
Source: Strategy Analytics, Inc.
MacDailyNews Take: Apple’s iPad continues its domination of the tablet and tablet applications processor markets!
Good to know Apple maintains a good profit margin to reach largest revenue share. Who then has the largest unit share which would indirectly indicate number of tablets their processor is in?
Apple should not allow itself to increase its iPad iOS share for fear of opening itself to stronger accusations of being a monopoly which would be red meat to the jealous and vindictive anti-Apple crowd. To avoid this, it must keep its market share in check, but this means that it could increase iPad’s prices to discourage sales but it could also lead to higher profits which, in turn, could lead to a higher aspirational value as well as to an elevated prestige for iPad. What a pleasant quandary to be in, eh?
That’s an idea. But I think the crux of the ‘monopoly’ allegations for Apple, iOS as the focus, is not really the acquisition of a sizeable share of the tablet market (or iPhone in smartphones) but rather the fact that they are the sole distribution point for iOS Apps. Unless Apple checks their marketshare to the low teens or single digits making iOS an insignificant portion of the market as a whole (like those ‘galapagos’ feature and smart phones in Japan’s past), I doubt that the ‘monopoly’ allegations will fade.
Yes, the jealous anti-Apple crowd can find artificial reasons as well as the reason you mention which seems the most widely disseminated.