Seeking Alpha

iPad lost tablet share in Q2, firms disagree on how much

  • IDC estimates Apple's (AAPL) 14.6M calendar Q2 iPad sales were good for a 32.4% tablet share, down from Q1's 39.6% and the year-ago period's 60.3%. Android (GOOG) tablets are given a combined 62.6% share, up from 56.5% in Q1 and 38% a year ago.
  • Apple is still the market's biggest OEM. #2 Samsung (SSNLF.PK) is assigned an 18% share on 8.1M shipments vs. a 17.9% share in Q1 and just 7.6% a year ago.
  • Windows 8/RT (MSFT) are given a 4.5% share on 2M shipments vs. a 3.7% share on 1.8M shipments in Q1. Over the weekend, Microsoft cut Surface Pro prices by $100 through Aug. 29.
  • Strategy Analytics has estimated the iPad had a 28.3% share in Q2 vs. 47.2% a year ago, and Canalys has given it a 42.7% share vs. 71.2% a year ago. The firms respectively peg Android's share at 67% and 53%.
  • IDC thinks total tablet shipments (not the same as end-user sales) rose 60% Y/Y in Q2 to 45.1M. That's a marked slowdown from Q1's 142% growth. The firm sees 2H tablet launches fueling a growth pickup Strategy Analytics and Canalys both put Q2 shipment growth at 43%.
  • IDC has estimated 2013 tablet shipments will rise 59% to 229.3M.
  • Previous: Retina iPad Mini, new Nexus 7, Kindle Fire leak
Comments (12)
  • JUDOKA
    , contributor
    Comments (406) | Send Message
     
    So what?
    5 Aug 2013, 12:01 PM Reply Like
  • wbjudge
    , contributor
    Comments (66) | Send Message
     
    My sentiments exactly, judoka. Can you really compare iPads to those other wannabes?
    5 Aug 2013, 12:22 PM Reply Like
  • chopchop0
    , contributor
    Comments (3138) | Send Message
     
    new Nexus 7 wipes the floor with an IPad. The amount of head in sand mentality among AAPL bulls is impressive.
    5 Aug 2013, 12:34 PM Reply Like
  • demetrio812
    , contributor
    Comments (18) | Send Message
     
    What about the apps that run on Nexus 7? Are they good as the ones on iPad?

     

    Or do you judge a product from the benchmarks only? (that sometime could also be faked)...
    5 Aug 2013, 01:44 PM Reply Like
  • chopchop0
    , contributor
    Comments (3138) | Send Message
     
    "Or do you judge a product from the benchmarks only? (that sometime could also be faked)..."

     

    Of course. To hardcore AAPL fans, anything non AAPL is either "faked" "ripped off" or a "cheap imitation"

     

    The consistency of hatred against non AAPL products by AAPL fans and shareholders is amusing. I'll let the facts and forthcoming sales data regarding the new Nexus 7 speak for themselves.
    5 Aug 2013, 02:46 PM Reply Like
  • rocback
    , contributor
    Comments (975) | Send Message
     
    You can sell a lot when you are selling $1 bills for 99c. I just got an e mail from Samsung offering two GS4's for the price of one.
    5 Aug 2013, 12:28 PM Reply Like
  • scott trader
    , contributor
    Comments (4530) | Send Message
     
    http://bit.ly/1b5CoPb
    5 Aug 2013, 12:30 PM Reply Like
  • WilScheung
    , contributor
    Comments (21) | Send Message
     
    strategy analytics are a bunch of shills for Samsung. Their method for collecting data has been questioned and the hq in South Korea is literally below Samsungs.
    5 Aug 2013, 12:34 PM Reply Like
  • Jack Baker
    , contributor
    Comments (886) | Send Message
     
    Wil,

     

    I Agree. Strategy analytics has no creditability in the market. They have been paid shills for Samsung for many years. Samsung doesn't even report unit sales numbers, so these firms are all guessing. Except the paid shills who are told what to report by a two time convicted felon at Samsung.
    5 Aug 2013, 12:50 PM Reply Like
  • vbmunster
    , contributor
    Comments (9) | Send Message
     
    Kind of a waste of time to debate features, quarterly share numbers, i-peripherals etc. Apple is the premier player in a computer format & data ecosystem that will dominate for the next 10 years. Last decade it was Apple vs. myriad PC makers. The more things change ...
    5 Aug 2013, 01:01 PM Reply Like
  • hiutin
    , contributor
    Comment (1) | Send Message
     
    Plz, this data is shippment not sale ........

     

    "As always, it is important to note that IDC's numbers track shipments instead of sales"
    5 Aug 2013, 06:11 PM Reply Like
  • JsThoughts
    , contributor
    Comments (35) | Send Message
     
    Who cares how many they sold compared to the other guy. The question is who was able to reap the greatest profit. That is AAPL by far. Margins can lie. Show me the money!
    5 Aug 2013, 09:24 PM Reply Like
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