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Tablet growth slows in Q3, Apple loses more share ahead of iPad launches

  • IDC estimates 47.6M tablets were shipped in Q3, +7% Q/Q and +36.7% Y/Y. The Y/Y growth rate represents a major slowdown from Q2's 60% (never mind Q1's 142%), and is  below JPMorgan's forecast for 54% growth. It also puts IDC's September forecast for 227.4M 2013 shipments (+58% Y/Y) in doubt.
  • Apple (AAPL), which just reported 14.1M Sep. quarter iPad shipments, is assigned a 29.6% share, down from 40.2% a year earlier. In July, IDC gave Apple a 32.4% Q2 share, down all the way from 60.3% a year earlier.
  • A pending iPad refresh played a role in the decline - IDC expects "robust" iPad shipment growth in Q4 - but an industry mix shift towards cheap ~7" Android (GOOG) tablets (many of them from white-label OEMs) was also a major factor.
  • Samsung (SSNLF, SSNGY) is believed to have shipped 9.7M tablets, good for a 20.4% share (+800 bps Y/Y). IDC thinks Nexus 7 OEM Asus shipped 3.5M tablets and held a 7.4% share, and that Lenovo (LNVGY) shipped 2.3M tablets and held a 4.8% share.
  • IDC's numbers come two days after Strategy Analytics estimated smartphone shipments rose 45% Y/Y in Q3 to 251M. The two sets of figures suggest the smartphone market was 5.3x as large as the tablet market on a unit basis. That ratio will probably narrow in Q4, given the iPad refresh and the popularity of tablets as Christmas presents.
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Comments (13)
  • Matt-Man
    , contributor
    Comments (546) | Send Message
     
    Market share and Apple are quite irrelevant when 69$ tablets are gaining share
    30 Oct 2013, 11:24 PM Reply Like
  • Paradox
    , contributor
    Comments (8) | Send Message
     
    These are unit volume and unit share numbers. What are the revenue and profit numbers? Tell the same story?
    30 Oct 2013, 11:32 PM Reply Like
  • synchrogeddon
    , contributor
    Comments (225) | Send Message
     
    69$ is very expensive, I read recent news that some big store sold out all 30$ tablets in first day and people were fighting for them...
    31 Oct 2013, 03:10 AM Reply Like
  • scott trader
    , contributor
    Comments (4849) | Send Message
     
    Ashton kutcher is Lenovos new Jony I've ....maybe that will help..../s
    30 Oct 2013, 11:42 PM Reply Like
  • NY2LA 1
    , contributor
    Comments (363) | Send Message
     
    Ashton is a smart guy, met him a few times in LA, but I think he picked a losing horse, however I am sure he is getting compensated well for his insights. Probably a win,win for him deal wise. Apples share decline is just noise, who wants to compete in the trash segment of this market anyway. The writer needs to segment the tablet mkt and then analyse each separately.
    30 Oct 2013, 11:46 PM Reply Like
  • NY2LA 1
    , contributor
    Comments (363) | Send Message
     
    Ashton is a smart guy, met him a few times in LA, but I think he picked a losing horse, however I am sure he is getting compensated well for his insights. Probably a win,win for him deal wise. Apples share decline is just noise, who wants to compete in the trash segment of this market anyway. The writer needs to segment the tablet mkt and then analyse each separately.
    30 Oct 2013, 11:46 PM Reply Like
  • AutoRegressive
    , contributor
    Comments (191) | Send Message
     
    Someone at Lenovo must have really liked the movie.
    31 Oct 2013, 01:34 AM Reply Like
  • jpintoctr
    , contributor
    Comments (450) | Send Message
     
    Market share is irrelevant comparing apples with oranges.
    Some Samsung and other Android tablets are mealy toy or simple game platforms. Important data will be usage and the the iPad has the lion share of alms 80%.
    31 Oct 2013, 12:02 AM Reply Like
  • Cliff Hilton
    , contributor
    Comments (1672) | Send Message
     
    Larger smartphone = smaller tablet. It looks like BlackBerry got this one right. Heins didn't want to compete in a losers game. Do we see the eventual demise of the tablet?

     

    Let's read a good piece on this!! It's got to happen cause it's happening.
    31 Oct 2013, 12:09 AM Reply Like
  • rrosey2
    , contributor
    Comments (700) | Send Message
     
    By the end of Xmas Ipad minis will be completely sold out.

     

    Scarcity is why you can make big margins.
    31 Oct 2013, 12:34 AM Reply Like
  • consultnick
    , contributor
    Comments (203) | Send Message
     
    It's hard to sort the wheat from the chaff--thanks to the prior commentators for clarifying what is essentially irrelevant noise.

     

    Per rrosey2....Xmas should be rather joyful for the long-suffering AAPL faithful. Like millions of other shoppers, I'll probably eat my own cooking and be buying some gifts from the expanded product line!
    31 Oct 2013, 01:38 AM Reply Like
  • 2puttwo
    , contributor
    Comments (470) | Send Message
     
    I'm looking for the Mini in mid November, anyone want to stand in line for me. You won't be able to get one by Xmas, if you don't act fast. It's probably going to March before I get mine, because- you're to smart to wait in line for an old crippled man like me.
    31 Oct 2013, 02:12 AM Reply Like
  • scott trader
    , contributor
    Comments (4849) | Send Message
     
    Last year I gave out five aapl tv 1080.s for gifts to friends that were not in the aapl ecosystem now they have all gone out and purchased other aapl devices.... Three of the five have cost cut their subscription large cable bills and just stream nflx...no commercials sure cuts down on wasted viewing time..
    31 Oct 2013, 12:29 PM Reply Like
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