You don't seem to grasp the meaning of anecdotal evidence.
I look outside and it snows. I call a friend, who lives a mile away, and ask him to look outside and tell me if it's snowing. He tells me it snowing.
Clearly it's snowing everywhere.
IDC exaggerating Samsung's performance again in their estimates.
Never mind what Apple did, Asus makes the Nexus 7. Amazon makes the Kindle tablets. Now ask yourself how many Galaxy Tabs you have seen in people's hands compared to Nexus 7 and Kindle Fire. Galaxy Tabs sell at two and three times the price of the Nexus 7 and Kindle.
iPads are everywhere. I went to Disneyland for New Years and people were standing in line for rides playing with iPads. It floored me. I asked one couple about it and they were from Australia. They said it was their cheapest way to get internet connectivity. Another couple I saw did not speak English -- they were from China and their iPad min was displaying everything in Chinese.
I did not see any Kindles or Nexus 7 tablets at Disneyland - and certainly no Galaxy Tabs. This could have been because Kindle and Nexus 7 simply don't have cellular connectivity at the low-end prices at which they normally sell, but I have seen plenty of those tablets out and about in other places since people use them for reading. I never see a Galaxy Tab. In fact, the last time I saw a Galaxy Tab that was not on a store shelf or being offered as a free promotion with a Samsung TV was over a year ago.
There is no way Galaxy Tab is out-selling the Nexus 7 or Amazon Kindle Fire. These estimates for Samsung are insanely high. Even Android fans attest to the Nexus 7 being the most popular Android tablet.
In with "Who cares about Marketshare - Apple makes the most profits" comment
Is this surprising? Lack of innovation leads to loss in marketshare. And people wonder why AAPL is falling. Growth in Samsung's innovations is remarkable, as they doubled their marketshare. I've been saying it all along, the end is near for Apple products, consumers are voting w/ their money!
Why have a problem with that statement when it's true? Anyone with common sense would have been able to see Apple would not be able to maintain their market share with an onslaught of new tablets being released from competitors. I'm sure Apple knew that they could not maintain that share and I doubt they're sweating it.
Why have a problem with that statement when it's true? Anyone with common sense would have been able to see Apple would not be able to maintain their market share with an onslaught of new tablets being released from competitors. I'm sure Apple knew that they could not maintain that share and I doubt they're sweating it.
I find it hilarious that some people expect Apple to maintain some ridiculous % forever while competing against so many Android based tablets it's become hard to keep track of them all.
You know they actually lost marketshare from the previous quarter.....
And Apple sells devices at a premium and still outsold Samsung by more than 3 to 1......
Yes I'd say customers are speaking loud and clear with their wallets.
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Especially an onslaught of "cheap" tablets.....
Which is why web traffic is a great indicator of which device is "better" than sales.
It's relatively easy for someone to impluse buy a Nexus 7 or Kindle Fire and then hate it and either re-sell it or never use it.....hence very low web traffic for those devices.
On the other hand, people have to think about purchasing an iPad - and those who do almost always love them and use them regularly. Hence high web traffic.
People always want to overreact to statistics......87% of statistics can be made to say whatever the statistician wants them to say.
If my company started selling tablets, and one quarter has a 0.1% market share, and the next quarter has 1%, I would have increased my marketshare 1,000%! OMG! [head explodes]
Eventually there will be a olpc type deal to ship something like 50 million super-cheap Android tablets to 3rd world schools, and Apple's marketshare will absolutely plummet, even though they will have sold more iPad y/y. This has absolutely no bearing on Apple's business. They're not going after the "cheapest tablet" market, they've made that very clear.
Until Apple sells fewer iPads from one year to the next, they're still increasing their sales, and that's a very good thing. All this talk of Apple's demise because they're losing marketshare to cheap tablets is 1,000% hype.
Um...the real factual information is that El Bulli's (Apple) is not only taking in the biggest profits, it's also selling more then McDonalds (Samsung)
Is this surprising? Lack of innovation leads to loss in marketshare. And people wonder why AAPL is falling. Growth in Samsung's innovations is remarkable, as they doubled their marketshare. I've been saying it all along, the end is near for Apple products, consumers are voting w/ their money!
You can expect to see quicker growth by the companies that provide a more complete feature set.
With the exception of Apple's figures, this article is pure speculation. It is shameful to post this garbage, even for a rumor site.
Here's what I said:
"Samsung got a whooping 263.0% 4Q12/4Q11 growth. That's impressive!"
As an accountancy student, I completely understand the 263.0% 4Q12/4Q11 growth of Samsung. Samsung managed to have 107% 4Q12/4Q11 growth in market share (15.1% vs 7.3%). If Samsung can manage to maintain or improve this growth given the fact that they undergo intensive maketing and product development of their tablets, Samsung will then have more than 30% of 4Q13 tablet market share. Most probably by 4Q14, Samsung will overtake Apple of having the largest share of worldwide tablet shipments.
I'm talking of market growth/ market share here and not on which company managed to sell more. I agree that eventually Apple will lose its crown of having the world's largest share of tablet worldwide shipments.
I never mentioned Apple's demise just because they're losing market share to cheap tablets.
2013 is indeed an interesting year for Apple's performance.
I saw Samsung tablets sitting on Costco shelves.
I think the real problem that Apple faces is that there isn't going to be a ton of growth in the $500+ range for tablets. You can get a great tablet, in a convenient form-factor (10" is not convenient) for $200-300.
Thats where the market is settling, and thats why you've seen the biggest growth in sales of ipad minis.
Even if we assume Apple and Samsung sold every unit quoted in the article as "Shipped", Apple sold/shipped 22.9M units to Samsung's 7.9M units. People sure did vote with their money.
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So most people now decide that none of the various iPads are the best choice for them.
Somehow, I don't think that the Hedge Funds have much to worry about. Apple is a scrappy little underdog. They will survive.
You are ignoring trends. Samsung is a company on its way up. Apple is a company on its way down.
McDonald's has higher share of visitors than El Buli, I'd rather eat at El Buli. Britney Spears sells more albums than Maria Callas, I'd rather listen to Callas.
Bottom line. Samsung is Britney and McDonald's, Apple is Callas and El Bulli.
Your extrapolation falls apart when you consider marketshare won't increase linearly.....at a certain point it tails off (or in some cases may decline).
Even if they increase their sales by the same (or similar) percentage next year, there are too many variables that would likely affect marketshare percentage increase.
Apple has gotten to the point where even if they continue to sell more iPads year after year, their marketshare will likely stay relatively static.
I get sick of hearing about how Apple is always losing market share to Android. It's like hearing how Porsche is getting beaten to death by Toyota, Mitsubishi and Nissan. Apple's iPads are the only devices using iOS while Android tablets are made by easily dozens of companies of all sizes at every price point imaginable.
I really don't understand how these comparisons have any useful meaning. A small company selling even a few million tablets at a profit should be considered wonderful for that company. How does world-wide market share even matter? What should matter most is how many devices each company puts in the hands of consumers and the profits made from each sale. Porsche will never be able to compete for world-wide market share, but that doesn't make the company any less important to the automobile business.
You know how Wall Street always says Apple is going to lose out in China? Would you believe that Porsche sales have been climbing in double digit percentages in China for a few years? Wall Street is intentionally shafting Apple shareholders with pessimistic predictions.
I assumed ceteris paribus for simplicity. Of course there are too many variables that would likely affect market share percentage increase. But my point is that by fourth quarter of 2013, Samsung will probably have 30% market share of worldwide tablet shipments considering the trend of their market share growth. Like what happened the smartphone market share.
I agree that Apple has gotten to the point where even if they continue to sell more iPads year after year, their marketshare will likely stay relatively static.
When a firm achieved it's highest peak, there are only 2 possible scenarios - either to stay on top or to slip down. And the latter scenario is what is happening to Apple now.
In with "Who cares about Marketshare - Apple makes the most profits" comment
You forgot "but only Apple reports sales to end users. Shipments are stuck in the retail channel."
Seriously though, if the point of the study is to show Apple is becoming less of a dominant player, both of those comments are legitimate criticisms. Time for the other companies to grow up and stop deceiving us with BS "shipment" numbers.