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Exactly... they took 25% market selling to channel not consumers. Although I'm sure Apple counts sales to Channel too, they are getting tons of sell through too.

WSJ article on the Tab sales figure inflation:

http://blogs.wsj.com/digits/2011/01/31/samsung-galaxy-tab-sales-actually-quite-small/

IIRC (and I may not), Apple tends to report units actually sold to consumers.
Most of Apple's sales are to consumers since they are through Apple directly.
 
WSJ article on the Tab sales figure inflation:

http://blogs.wsj.com/digits/2011/01/31/samsung-galaxy-tab-sales-actually-quite-small/

IIRC (and I may not), Apple tends to report units actually sold to consumers.

actually i don't think that's accurate. Apple reports numbers the same way, the difference being that we already know apple can't build the ipad fast enough because they've already said as much. Thus we can assume that all the sales being reported by apple are actually making it to the consumer level.
 
This. I've seen plenty of GalaxyTabs being sold in stores, but no iPad.

You probably mean you've seen plenty of GalaxyTabs "for sale." Not actually being sold. Based on Samsung's own admission.

Though they originally posted their "sales" numbers based on your perspective. ;)
 
And what's even more crazy when you compare the total shipments number: About 65% (30million out of 50 million) of new smartphone buyers bought an Android phone.

That's not surprising at all considering that cheaper smartphones are replacing regular cellphones now. Smartphone buyers who are 'new' in 2011 would opt for these cheap devices, which are right now only available with Symbian and Android (not a difficult choice if you ask me.) All the people who'd go for a more expensive smartphone most likely already have one.

The same will happen on the tablet market, even though not so soon, as the iPad is priced quite aggressively.

Edit: I've seen you actually meant something else with "new smartphone buyers", but what I said is still applicable.
 
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Doesn’t seem like people understood that Apple was reporting real sales numbers, and Samsung, Microsoft-style, was deceptively inflating the numbers like this—massively so, it seems.

Apple also reports each iPhone / iPad shipment from China into inventory or the sales channel as a "sale" for PR purposes. This is especially important to them when iPhone sales traditionally slow down after Christmas.

One famous case of this was back in Jan 2008, when Apple reported "selling" 3.7 million iPhones in 2007.... yet AT&T only reported 2 million iPhone customers. There were about 300K sold overseas, so that left 1.4 million missing phones. (See also The case of the 1.4 million missing iPhones - Fortune magazine, and many more such articles.)

Analysts later figured out that anywhere from a half million to a million were actually in warehouses, and a bunch were unlocked.

This channel counting is now so well known, that someone usually brings up the topic on Apple quarterly calls to try to pin down actual end user sales per period.
 
Apple also reports each iPhone / iPad shipment from China into inventory or the sales channel as a "sale" for PR purposes. This is especially important to them when iPhone sales traditionally slow down after Christmas.

One famous case of this was back in Jan 2008, when Apple reported "selling" 3.7 million iPhones in 2007.... yet AT&T only reported 2 million iPhone customers. There were about 300K sold overseas, so that left 1.4 million missing phones. (See also The case of the 1.4 million missing iPhones - Fortune magazine, and many more such articles.)

Analysts later figured out that anywhere from a half million to a million were actually in warehouses.

This channel counting is now so well known, that someone usually brings up the topic on Apple quarterly calls to try to pin down actual end user sales per period.

Those were iPhone 2G's, how many were bought and unlocked to use on T-mobile in the US? Back in the day you walkout of a Apple store without activating it on AT&T. There were a LOT of "missing" phones.
 
This is of no surprise... of course Apple will lose marketshare once competing tablets get released.

The 22% came from just over 2 million units sold so it doesn't take a whole load of sales to make an impact.

This new competition should be welcomed, generally - more competition = better products for everyone, whether it be Apple, Android or anyone else. Not Forgetting - more choice to fit your particular need.

If you read the article, you'd know Samsung Galaxy Tab accounts for 95% of the Android tablet sales. Next time, please read before making a comment. ;)

Galaxy # were those sent to retailers and carriers not # sold. # sold is 'quite' small.

EXACTLY,
let's see the numbers for tablets with greater than a 9" display. The numbers are fairly obvious. That is really the only competition for iPad - I am sorry -> a 7" tablet is in a different market segment than iPad for many,many reasons.
jp

But buying a 7 inch tablet might keep someone from buying a 9 inch. Then again a 7 inch widescreen tablet blows, as seen by the Tab's 'quite small' sales.

Android, as well as Apple's other competitors are really pushing that you can view flash content. If Apple wasn't as stubborn with making ends meet with Adobe, only then will they have a signficant advantage in the Tablet Market.

What about Active X or Silverlight ??? All three of them can kiss my a$$.

Current iPad is perfect for most business today: no camera.

Many business meetings today require to leave phones behind. Not so for iPad.

Unfortunately that is going to be ruined whith iPad ver 2, just like they ruined it with their notebooks. At least they fixed the Nano. (Most gyms around here are women only because of the pervs with cell phone cams. )
 
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yeah because its been a losing battle in the smartphone arena....oh wait....don't tell that to motorola or samsung or HTC haha! I guess you didn't catch any of the CES reports on all the new android based phones and android based tablets with an OS that is designed specifically for it (3.0)?
All I know is I wouldn't want to be a hardware manufacturer trying to turn a profit in the Android tablet market in 2011.

The race to the bottom has begun.
 
Not a big surprise for me. I love android. I think after the android market grows more and gets even more attention they will be neck and neck with ios devices.

Apple for laptops.
pc desktops
android phones and tablets


The holy trinity imo.
 
So, Google's "hobby tablet OS" (Android 2.2) just got about 25% marketshare in less than 3 months. Not bad. I wonder how well their real tablet OS (Honeycomb) will do...
 
If you read the article, you'd know Samsung Galaxy Tab accounts for 95% of the Android tablet sales. Next time, please read before making a comment. ;)

And then when you read the Update you will galaxy sales are no where near two million and are instead "quite small".

http://finance.yahoo.com/news/Samsung-Exec-Galaxy-Tab-Sales-siliconalley-288709778.html?x=0&.v=1


Nothing can stop the power of Android.

Except of course that no one is actually buying any Android tablets. When the VP in charge of the product says sales are quite small, that is a signal my friend, Tab was a failure, at least at launch.
 
This channel counting is now so well known, that someone usually brings up the topic on Apple quarterly calls to try to pin down actual end user sales per period.
And, presumably, on every other electronics manufacturer's quarterly calls? It's an industry practice. Of course, only related to Apple do people meet on the net to argue about it. :rolleyes:
 
yeah because its been a losing battle in the smartphone arena....oh wait....don't tell that to motorola or samsung or HTC haha! I guess you didn't catch any of the CES reports on all the new android based phones and android based tablets with an OS that is designed specifically for it (3.0)?

race to the bottom is good for consumers.
Apple over prices their stuff and is over priced for their hardware. No getting around the argument that Apple is screwing over the consumer.
I laugh how fanboys seem to think it is a good thing that we all get rip off with their huge profits.
 
alright aapl - do soemthing very cool so android doesnt gain too much momentum - go aapl
 
this is a bunch of crap

This represents only sales channels not customers, even samsung said today they have shipped 2 million tabs but barely any of those are in customers hands they are all sitting in stock rooms around the world, these numbers are total crap and android does not have barely any market share. Honeycomb won't change that.
 
this is actually surprising to me, from where I live it is very iPad dense. I see about 5~10 ipads a day, but have yet to see another tablet.... but thats just where I live

what android tablets are we talking about exactly? the samsung galaxy tab? of course there are others but none have became very widely known

anyways I still think iPad 2 will have a x4 display, as in december of 2010, ibooks 1.2 launched, with the wood tile image. Wood Tile@2x.Png is 1536x800 pixels. Its hard to believe Apple was this far along in testing ipad 3 that it got into ibooks app, 18 months before its launch
 
Found this interesting nugget related to this story. Apparently the Galaxy Tab (whose sales were "quite small") also experienced a 15% return rate in comparison with iPad's 2% return rate. This means that even "Android tablet activation" numbers would have to be adjusted before comparing to iPad. Therefore 0.98 x iPad Units Sold compared to 0.85 x Samsung Galaxy Tab Units Sold.

I'd bet my money on iPad for now, though it is likely 2 or 3 of the upcoming competing tablets will find a strong place in the fast-expanding tablet market.
 
Found this interesting nugget related to this story. Apparently the Galaxy Tab (whose sales were "quite small") also experienced a 15% return rate in comparison with iPad's 2% return rate.

Wait. All these bloggers are quoting (and enhancing) a New York POST article? That's like repeating the National Enquirer. I'm shocked the article didn't claim that UFOs from Planet Nostradamus were at fault. I want a better source :)

225px-New_York_Post_font_page_111307.jpg
 
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Galaxy: "quite small". Hilarious development. And I love the return %. Oh, wait, this is a device I use and it's AWFUL to use.
 
Android Tablets = DOA

I doubt, sincerely, that Android-powered tablets are going to start eating into the iPad's marketshare anytime soon.

Why?

First off, lets address that "20%" marketshare the Samsung Galaxy Tab claims. A closer look at the numbers reveals this is a "channel shipment" number - in other words, a whole lot of those 2 million Galaxy Tabs are sitting in warehouses for various mobile phone companies around the world. Secondly, a big chunk of them got shoved into the domestic Korean market - a place where regular rules of retail don't really apply. Big picture - I doubt samsung has actually moved much more than half a million into actual consumers hands.

Seriously - Has anyone actually LOOKED at one of those wretched things? Moldering away, unloved and unwanted, at a Best Buy near you? You've got to be either a dyed-in-the-wool Applehater (or a chronic chatroulette masturbator) to seriously pay MORE money for a device with half the screen real estate as an iPad.

But enough about the Galaxy Tab. On to the rest of the "magical" Android Tablets. Everyone expects that Android-powered Tablets are going to mirror the trajectory of Android-powered smartphones - and take on a huge chunk of marketshare by the end of 2011. Ain't gonna happen.

Why, you ask. Because to start with, Android gained marketshare because it was FREE to cellphone companies, who otherwise couldn't sell the iPhone. And secondly, because a huge chunk of those Android-powered cellphones got sold by no-name hardware companies in China. And got given away (ie were heavily subsidized) by cellphone providers signing people up for a two-year $60/month cellphone contract.

But TABLETS are different. The vast majority of people buying them DON'T WANT another $30/month data contract. (Don't believe me? ATT has only recorded about 3/4 million iPad data plans. Out of 14 million iPads sold.) People with a 3G iPad generally opt for the "buy as you need" sort of data plan. So Android tablet makers are unlikely to sign up huge swathes of people with tablets subsidized by cellphone providers.

Secondly, there is the little issue of price. We all remember how, twenty plus years ago, Apple got beat out of the PC leadership because it got undercut on retail price. At the time, Macs were built in California and Texas. Not so these days: Apple nowadays occupies the low-cost/high quality catbird seat. Short of using "junkbin" components I doubt ANYONE can undercut the iPad on price/performance.

Then there's the whole "platform/ecosystem" thing. Again - Apple lost its leadership position in the PC business because everyone was afraid to buy a computer for which there wasn't much software. But TODAY, in the tablet market, the position is exactly REVERSED. Sure - there are 200,000 iPhone apps. Great. But more importantly - there are 20,000+ iPAD apps. Of which there are arguably 200-300 GREAT, MUST HAVE iPad apps. How many Android tablet apps? Anyone? Buhler?

Ah, but you say, "Developers will soon create great Android apps." Not so fast. Given that time, money, and resources are finite - if you are an App developer, where do you devote your efforts? To the Android marketplace - where a) there are (at best) 20% of the customers; b) the market is inevitably going to be hopelessly fragmented between competing hardware and software versions; and c) the "open source" nature of the OS means its all but inevitable someone is going to end up pirating your work.

Or do you develop for the awful, wicked, tyrannical Apple app store. Whcih gives you are market of 15 million+ customers, people with verified credit card accounts. Who can't rip off your programs. And who buy from a store that has paid out literally billions of dollars to developers.

I could go on. There's the little issue of retailing. Where do you buy your precious Android tablet? From one of those shouting goons in the T-Mobile kiosk at the mall? From the dust-covered bins at Best Buy? Or do you stop by the gorgeous, packed Apple Store. Where - should you need some help - they have the Genius Bar. Where you can try out the iPad (along with a huge and enthusiastic crowd.)

No. Apple is going to continue to rule the Tablet market for the forseeable future.
 
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