- Citing strong phablet sales and extended upgrade cycles (something CIRP has already observed), IDC estimates global tablet shipments only rose 3.9% Y/Y in Q1 to 50.4M units. That's a marked slowdown from Q4's 28.2% growth, and also below IDC's full-year growth forecast of 19.4%.
- Worth noting: Q1 comps were especially tough, given IDC estimated year-ago shipments were up 142% Y/Y. Easier comps for later quarters could help growth rebound a bit.
- Apple (AAPL +0.3%), which last week reported its Q1 iPad units fell 16% Y/Y to 16.4M (Tim Cook partly blamed inventory changes), saw its share drop to 32.5% from 33.2% in Q4 and 40.2% a year ago. With the iPad's ASP at a steep $465, Apple's revenue share might still be above 50%.
- Android (GOOG) tablets now make up ~2/3 of shipments - that's a positive for Google's traffic acquisition costs, given the huge Mobile Safari search ad payments it makes to Apple.
- Samsung (SSNLF) grew its share to 22.3% from 18.8% in Q4 and 17.5% a year ago. Asus (ASUUY) had 5% of the market vs. 5.4% a year ago, and Lenovo (LNVGY) grew its share to 4.1% from a mere 1.3%.
- While tablet growth slows, IDC has estimated the ongoing decline in PC shipments narrowed to 4.4% in Q1. Garner estimated a mere 1.7% drop.
at CNBC.com (Nov 19, 2014)