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Is it? The article states previous quarter. Q1 2011, no?

Usually, these firms compare same quarters. Q2 2010 to Q2 2011. The article does state previous quarter, so you're right, they could mean Q1 2011 (I took it to mean the "previous" Q2, which would be 2010). But then again, that would also be weird as Honeycomb tablets weren't yet introduced in Q1 2011, so a sharp decline from Q4 2010 would be quite unexplainable at that point.
 
Didn't Apple hold something like 90%+ of the market in the last quarters of 2010 ?

Nope. Apple's share dropped dramatically in the last quarter of 2004 as a result of Samsung flooding their channels with 2 million of their original (non-Honeycomb) tablets.

http://www.bgr.com/2011/01/31/android-tablets-finally-dent-ipad-market-share/

(Didn't we see reports that these shipments only resulted in 20,000 sales?)

http://www.businessinsider.com/ipad-share-2011-3. The 65% market share figure is from Q2 2010, the quarter where the iPad was introduced (so they didn't have a full quarter of sales, and shipments are never as big for new products than established ones).

Nope, Apple literally had no competition in Q2 2010, so they had 100% market share.

It seems like being back to 68% is a sharp decline for Apple from their results in Q3 and Q4 of 2010. This means what we all knew would happen : The tablet market will be a competitive arena after all where all OSes/platforms get a chance to catch the consumer's eye.

Not really. All this means is that competitors are shipping a lot of tablets. Sales numbers would be necessary for that conclusion. Something that we have from Apple and no one else significant.
 
these numbers doesnt make sense, we need numbers about data traffic for example to get a clear image. shipped = not sold, like already mentioned here many times

:apple:
 
A staggeringly large number!


Yet to think this is a market niche that Apple made, 68% seems kinda low.


But then again, 68% is a massive number.
 
Didn't Apple hold something like 90%+ of the market in the last quarters of 2010 ?

That number was for units actually sold. This number is shipped to stores and includes units that go to a store, are unsold, and are either sold at a loss or sent back to the manufacturer.

Looking at actual sales it's entirely possible that Apple is close to those earlier numbers, but no way to actually compare with this limited data.

Pay attention indeed.
 
As someone who flies a lot, I have to say that my personal experience suggests that shipped numbers have virtually 0% reflection of sold numbers.

Monday, I did an informal glance around my red-eye flight. 12 iPads, 8 laptops, countless phones and kindles. Not a single GalaxyTab, TouchPad, Xoom, or also-ran/Chinese knockoff.

In the last dozen flights I've been on, I could count on one hand (but I'd only need half my thumb and index finger) the number of non-iPad tablets I've seen.

I'm not arguing the quality of these products. I've held them. I've played with them. They aren't worthless, they just aren't as polished or supported.

Exactly!!!

I live in H.K, the land of gadgets, and If you look, you'll see millions of iPads in daily use, but you'd be hard pressed to see any android/webos.
 
That number was for units actually sold. This number is shipped to stores and includes units that go to a store, are unsold, and are either sold at a loss or sent back to the manufacturer.

Actually, you're right, but I'm not that wrong either. From my BusinessInsider article :

Where was Steve getting this 90% market share data point? Strategy Analytics showed iPad’s market share at 75% in 4Q10 and falling fast.

The thing about Steve Jobs is that he rarely outright lies, instead opting to look at data in a way that he thinks makes most sense and which contains some shred of validity. I don’t think Steve was far off from the truth saying iPad had 90% market share. Using conservative figures and assumptions, I calculate iPad’s tablet market share at 90% in 4Q10, and nearly 95% for 2010.

...

The main problem with market share data is that there is no easy way of measuring how many tablets are purchased by consumers.

So they were at 75% of shipments in Q4 2010, they are declining on shipments. Since we don't really have direct-to-users sales figures available from any OEM, it's hard to say how many reach actual consumer hands.
 
What on earth are the other 32% buying?

They're buying iPads.

This is getting old.
The headline says it all... 'Shipments'... not sales.
Everyone except these analysts now knows that non iPads are shipping up to 90% more than they're selling. Analysts use shipments because that's the only numbers they can get from most manufacturers.
Until they start comparing actual sales figures, these stats are meaningless, and its pretty obvious that iPad owns more like 90% of the market.

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And the other 32% includes
- Unsold units shipped but gathering dust on store shelves
- HP Touchpads sold at below manufacturing cost
- $100 Chinese knockoffs sold at Walgreens

I'm willing to bet that they include Kindles in there as well.
Probably Etch-a-Sketches too.
 
Didn't Apple hold something like 90%+ of the market in the last quarters of 2010 ? http://www.businessinsider.com/ipad-share-2011-3. The 65% market share figure is from Q2 2010, the quarter where the iPad was introduced (so they didn't have a full quarter of sales, and shipments are never as big for new products than established ones).

It seems like being back to 68% is a sharp decline for Apple from their results in Q3 and Q4 of 2010. This means what we all knew would happen : The tablet market will be a competitive arena after all where all OSes/platforms get a chance to catch the consumer's eye.


You might want to go back and read this article and the link you posted. This article is about units shipped and added eReaders. The link you posted talks about market share of sold tablets. Apple does have a 90% markert share of the tablet market.
 
More iPad-kicking-butt news? Always welcome. :)

Hopefully Apple doesn't try to stomp out all of the competition in the way they are with Samsung. Not cool, and not helpful to consumers.

The iPad is not getting its butt kicked in any way shape or form. This information is not refering to tablets sold, only tablets physiclly built. It is not in any way a look into tablet popularity or success.

If a graph were to be made which shows tablets sold...
28.73 iPads have been sold
1.35 Million android tablets have been sold

95% - iPad 1 and 2
5% - Everything else

Source
 
The iPad is not getting its butt kicked in any way shape or form. This information is not refering to tablets sold, only tablets physiclly built. It is not in any way a look into tablet popularity or success.

If a graph were to be made which shows tablets sold...
28.73 iPads have been sold
1.35 Million android tablets have been sold

95% - iPad 1 and 2
5% - Everything else

Source

He meant the "butt-kicking" the other way round. ;)
 
Usually, these firms compare same quarters. Q2 2010 to Q2 2011. The article does state previous quarter, so you're right, they could mean Q1 2011 (I took it to mean the "previous" Q2, which would be 2010).

Yes, I am sure they meant Q1. I remember not too long ago there was a similar discussion (like his thread) here in MR about the 65% figure: shipments vs. marketshare, etc.
 
A staggeringly large number!


Yet to think this is a market niche that Apple made, 68% seems kinda low.


But then again, 68% is a massive number.

There is nothing niche about this market. Everyone and their grandma is getting a tablet.
 
As someone who flies a lot, I have to say that my personal experience suggests that shipped numbers have virtually 0% reflection of sold numbers.

Monday, I did an informal glance around my red-eye flight. 12 iPads, 8 laptops, countless phones and kindles. Not a single GalaxyTab, TouchPad, Xoom, or also-ran/Chinese knockoff.

Sorry - I don't believe you. Apple states that all of the tablets above look identical to the iPad hence all the lawsuits. You're just being duped by how similar they look :)
 
What is the breaking point for Best Buy, Staples where they say to Samsung, Motorola.

We will no longer sell your device since no one buys it. It just takes up valuable floor space? These all become returns to the manufaturer. Or when does Samsung / Motorola just stop making them?

Does and or will that happen?

Also what happened during the iPod's run up? I didn't follow Apple like I do now, nor did I buy an iPod.

Were there samsung, or whatever else as competitors to it that were also sold at Best Buy?
 
Maybe in the US, certainly not here in Europe. In every store that I go, they have as many iPads in their shelves as they have Android tablets on stock. You also don't see that many iPads in the wild as Apple wants us to believe. In fact, you don't see any tablets at all in the wild -- but since those devices have no real world use cases, that is hardly surprising. You can see tons of iPhones and Galaxy S phones here, though.

Yes, Apple is making it all up and IDC is their pawn. You are a much more reliable indicator of relative market penetration, and you can tell how many units a store sells by looking at the units on a shelf.
 
iPads. :p

The iPad sell through rate to the consumer is probably around 90%, meaning 22 of that 32 percent is unsold non-iPad inventory sitting on a retailer's shelf or warehouse.

I have yet to spot a single Android tablet.

That's your experience. On the Subway commute to work here in NYC - I see everything. Kindles, iPads, Xooms, Tabs, Sony e-Readers - you name it.
 
I've seen one android tablet in the wild and that was a 7" galaxy tab at the airport last Thursday.

I commute into Boston numerous times throughout the week and the number of iPads I see are crazy. They're everywhere. The only other tablet I ever see, is a Kindle.
 
Maybe in the US, certainly not here in Europe. In every store that I go, they have as many iPads in their shelves as they have Android tablets on stock. You also don't see that many iPads in the wild as Apple wants us to believe. In fact, you don't see any tablets at all in the wild -- but since those devices have no real world use cases, that is hardly surprising. You can see tons of iPhones and Galaxy S phones here, though.

In the past 6 months I have seen them all over the UK, France, Germany, Australia and China. I spent 4 weeks during that time in Europe and saw them in use every single day. Perhaps you need to get out more.

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That's your experience. On the Subway commute to work here in NYC - I see everything. Kindles, iPads, Xooms, Tabs, Sony e-Readers - you name it.

I am not sure this study includes e-readers.
 
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