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.
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Comments (3)
  • Dantes_Will
    , contributor
    Comments (408) | Send Message
    As much as I love and am invested in RIM, they really need to put a gag on Thorsten's verbal diarrhea. It's not helping.


    Last quarter it was "we sold millions to a large secret cusomer" and other shameless self pumping. Q1 results brought us back down to earth. Do you see Cook or Kun-Hee brag about how many units are sold to their vendor partners ATT/VZN etc?


    This quarter its "tablets will be dead in 5 years." I can imagine the the RIM employees must wince and hold their breath whenever Throston's about to spout off.
    1 May 2013, 07:33 PM Reply Like
  • Herr Hansa
    , contributor
    Comments (3130) | Send Message
    The relative success of Surface Pro suggests that Surface RT may not be around long as a product. Android offers more choices for limited function, while the full function Surface Pro has few competitors at the moment.
    1 May 2013, 07:48 PM Reply Like
  • Tippygod
    , contributor
    Comments (24) | Send Message
    I was struck during the quarter announcement last week about how Amazon has almost stopped talking about Kindle. When you combined that with the dramatic decline in media sales growth reported by Amazon, it suggests that Amazon's core Kindle strategy is in deep trouble as the tablet market cannibalizes the kindle business. It seems that Kindle Fire has proven to be a huge disappointment, as evidently giving product away at no margin is not good enough.
    1 May 2013, 08:20 PM Reply Like
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