- 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.
Tablet growth slows in Q3, Apple loses more share ahead of iPad launches
Oct 30 2013, 23:15 ET