According to the latest figures from IDC,
Apple’s tablet market share fell from 60 percent last year to 32.5
percent this past quarter. Android tablets, meanwhile, skyrocketed from
38 percent to 63 percent. It’s almost as if the two platforms have
completely flipped their market presence in a single year. (A few weeks
ago Strategy Analytics claimed that Android tablets basically cut Apple’s market share in half.)
Apple was also the only company to see declining tablet sales from
last year. The company said it shipped 14.6 million iPads in its most
recent earnings report, which was down from the 17 million units it
shipped a year ago. Android tablet makers, on the other hand, are seeing
their shipments blow up: Samsung’s grew by 277 percent (2.1 million to
8.1 million units), Lenovo by 314 percent, and Acer by 248 percent. Of
course, all of those Android tablet makers, aside from Samsung, were
also starting from tiny shipment figures a year ago.
Apple is coming from the position of creating the modern tablet
category, so its market share really had nowhere to go but down as other
competitors showed up. It’s still shipping significantly more tablets
than any other company — the real question is how long will that last.
Samsung’s wide variety of tablet models, many of which are cheaper than
the iPad Mini, remain Apple’s biggest threat.
After a booming few years of growth, tablet shipments fell worldwide
by 9.7 percent compared to last quarter, IDC said. Mostly, I’d attribute
that to a complete lack of major tablet announcements, especially new
iPad models. Tablet shipments grew 60 percent compared to last year,
which isn’t a huge surprise given that practically every gadget company
is trying to make a dent in the market.
“A new iPad launch always piques consumer interest in the tablet
category and traditionally that has helped both Apple and its
competitors,” said IDC tablet research director Tom Mainelli in a
statement today. “With no new iPads, the market slowed for many vendors,
and that’s likely to continue into the third quarter. However, by the
fourth quarter we expect new products from Apple, Amazon, and others to
drive impressive growth in the market.”
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