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Wednesday, May 1
IDC's Q1 tablet figures are even gaudier than Strategy Analytics'. the firm thinks shipments...
IDC's Q1 tablet figures are even gaudier than Strategy Analytics'. the firm thinks shipments soared 142% Y/Y to 49.2M. Strategy estimates "only" 117% growth to 40.6M units. The main reason: IDC thinks Android (GOOG) shipments surged to 27.8M, giving them a 56.5% share; Strategy only estimates 17.6M. The iPad (AAPL) is estimated to have a 39.6% share, down from Q4's 43.6%. Samsung's (SSNLF.PK) share is believed to have risen to 17.9% from 15.1%, and Amazon's (AMZN) to have dropped to 3.7% from 11.5% (shipment timings are a likely factor). Whereas Strategy thinks 3M Windows 8/RT (MSFT) tablets were shipped, IDC estimates only 1.8M (1.6M Win. 8, 200K RT), with 900K involving Surface.