According to preliminary data from IDC’s latest report on worldwide tablet market share, their Worldwide Quarterly Tablet Tracker, Apple is easily the biggest single vendor but iPad has fallen behind Android in market share.
But that’s make-believe market share of course. Like Easter Bunny market share but with less colorful charts. The iPad market share of 39.6% is based on actual officially reported sales numbers of 19.5 million iPads last quarter. The market share numbers for Android are based on numbers of ‘shipments’ reported by various vendors.
The thing is, those shipment numbers include shipments to distribution channels, not actual sales. Here’s another way of looking at the numbers in the chart above:
Apple: actual sales numbers
Samsung: shipments – just like the million shipments they reported for their first Galaxy Tab tablet, that turned out to be around 800,000 more than they actually sold.
ASUS: number based largely on sales of the Google Nexus 7. No sales numbers have been reported for that device.
Amazon: Amazon has never reported *any* sales numbers for their tablet devices
Microsoft: Microsoft have never announced any sales numbers for their Surface tablets.
That’s one hell of a level playing field.
Apple held their Q2 2013 results conference call yesterday afternoon. I listened in to most of it live and as always there were lots of impressive numbers thrown around for all of Apple’s core products.
Here are some of the big, crazy iPad numbers and comments that stood out for me:
– 19.5 million iPads sold last quarter (ending end of March)
– A 65% increase over the same quarter last year!
– Tim Cook noted that sales of iPad mini grew substantially in the March quarter as supply caught up with demand.
– Gartner estimates tablet market growth to projected 375 million units sold in 2016 (tablets – not just iPads)
– 96% satisfaction rate among iPad customers
– Over 350,000 apps designed specifically for iPad. According to Appshopper, this number is actually much closer to 400,000 as of today (394,127 as I write this).
– Here’s the biggest one: a little over 42 million iPads sold in the first half of this fiscal year for Apple. 42 million in half a year! I haven’t gone away and looked at the numbers at all – but I bet that’s not far from being more than all other tablet sales total, ever, for all iPad competitors combined.
Wall Street doesn’t have a lot of love for Apple lately, but it’s hard to argue with the iPad’s success and future prospects right about now.
A report issued this week by the Canalys market research firm shows Apple surprisingly atop the list of the world’s biggest PC makers in Q4 of 2012. The clear reason for Apple’s position is that Canalys counts tablets as computers – unlike other major research firms like IDC and Forrester.
The chart above highlights that iPads make up the vast majority of Apple PC sales. It also highlights a few more staggering iPad numbers:
– Around 1 out of every 6 computers shipped last quarter was an iPad!
– Apple sold more than twice as many iPads as Dell sold computers of any kind last quarter
– None of the leading computer manufacturers shipped as many computers total as Apple sold iPads. HP’s number is 15 million – well behind the iPad on its own at 22.9 million.
Given the iPad’s massive adoption rate in the Fortune 500, its use for a huge array of business and productivity purposes, and its amazing versatility I think it makes perfect sense to count it as a computer. It’s incredible to think that the iPad itself, and the sort of tablet it is, did not even exist just a little over 3 years ago.
According to the latest figures from IDC, the iPad is still the leader in the tablets market, but its market share is falling for the second quarter in a row. Their numbers for the final quarter of 2012 show the tablet market overall growing very nicely, with 52.5 million units shipped – growth of 75% over the previous year.
iPad still holds the biggest market share at 43.6% – but the loss of market share is attributed mostly to two rivals: Samsung who are #2 on the chart with 15.1% market share, and Amazon with 11.5%. The thing is though, the iPad share is based on Apple’s actual reported *sales* of 22.9 million iPads during the quarter. Samsung reports only shipment numbers, which may differ significantly from actual sales. Amazon reports no sales numbers at all – they just come out with statements about how great sales have been for their devices on Amazon and how they’ve set new records.
I’m no brain surgeon, but I’ve got a quick strategic suggestion for Tim Cook and Apple if they want to increase their market share lead again: don’t report any actual, real numbers anymore. Just say “Gosh, we sure sold a whole bunch of iPads last quarter.”
Image Source: 148apps.biz
Apple has announced their Q1 financial results this afternoon. These results actually cover the last 13 weeks of last year, ending December 29, 2012. And they include some very impressive iPad numbers of course.
A few numbers and statements that have caught my attention during the call (which is still going on) are these:
– 22.9 million iPads sold last quarter.
– 1.7 iPads sold per week
– “iPad mini has been a tremendous hit”
There was also a mention of the widespread adoption and rollout of the iPad in blue-chip financial organizations and in a diverse range of government organizations both in the US and abroad.