Segmentation of the Tablet Market

by: Sameer SinghMay 15, 2012
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This is a follow-up to my article, from a couple of months ago, analyzing the segmentation trends in the tablet market. Since I wrote that article, we have seen some more data on the market share trends of the iPad and Android tablets, including some very interesting data on the Kindle Fire. Now, let’s have a look at how the data stacks up against my predicted trends.

iPad vs. Android: Market Share Trends

Before I get into this, let’s have a look at the historical market share trends of the iPad and Android tablets over the past couple of years, in terms of quarterly sales.


This shows a fairly clear trend that the market is moving towards Android tablets and away from the iPad. In fact, this shows that the iPad has lost market share in every successive quarter in which there hasn’t been a new iPad launch. In Q2 2011, with the launch of the iPad 2, the Apple sales cycle gave the iPad a marginal boost in market share, which it again lost in the next quarter. Similarly, Android tablets seemed to have received a similar boost, in Q4 2011, with the launch of the Kindle Fire, which seems to have tailed off in Q1 2012 in advance of the new iPad launch.The tablet market’s Q1 2012 performance has been considerably muted, with a 38% decline in shipments. As per NPD, this seems to have been driven by build up of inventory during the holiday season, specifically for the Kindle Fire. This does not mean that the Kindle Fire was a flash in the pan. Rather, since we are tracking shipping figures, we need multiple quarters of consecutive QoQ data to get a good estimate of sales trends.

Even the iPad’s sales volume at 11.8 million actually came in under expectations. With the new iPad launched in March, it is possible that the iPad may temporarily make some more market share gains in Q2 before the major Android tablet launch in Q3.

The biggest threat to the iPad’s market share will be in the last two quarters of the year, with two major product launches – the Nexus tablet and the new Kindle Fire models. I’ve explained the reasoning for this statement in the section below. Hence, it  makes sense to stick with my original prediction of Android’s quarterly tablet sales overtaking the iPad, in Q4 of this year.

Android Tablets: Segmentation Trends

Now, the section above gives us a good view of where the tablet market is headed, but it doesn’t really explain why. The key reason is market segmentation. A recent survey from comScore highlights the market share of Android tablet usage, among individual tablets, from December 2011 to February 2012. At first glance, it looks like the Kindle Fire has killed every other tablet, but there’s a little more to it than that.

First, let’s divide Android tablets into segments as follows:

1) Low Cost Media Tablet – Kindle Fire

2) Media Tablet – Samsung Galaxy Tab Family, Motorola Xoom, Toshiba AT100, Acer Picasso, Sony Tablet S

3) Hybrid Tablet – Asus Transformer, Acer Iconia, Lenovo IdeaPad Tablet K1

4) Others – Dell Streak, Other (ComScore has included the B&N Nook Color here)

It is important to understand that since this data shows usage share, actual sales performance would be even more pronounced. Also, since the tablet market is growing at an incredible pace, constant market share implies the segment is growing at the same pace as the market, not a flat sales performance. Now, let’s have a look at this data again.

Android Tablet Segmentation

Now, these figures look a lot more interesting now. Let’s see what this means.
1) The two fastest growing segments in the tablet market are the low cost media tablets (Kindle Fire) and the hybrid tablets. This seems to be consistent with my prediction of segmentation trends in the tablet market.

2) As I’ve stated before, a low priced forked tablet is no guarantee to success, as the presence of the Barnes & Noble Nook Color seems to be minuscule. The key factors to a successful low cost tablet are acceptable content & good marketing push.

3) Most of the Kindle Fire’s gains seem to be at the expense of Media Tablets (since most of the tablets in “Other” would also be Media Tablets). Again, this is no surprise since the functionality offered by all media tablets is practically the same, albeit at different levels of quality. However, since the Kindle Fire is at an industry leading price point it has emerged as the winner. This is also the same problem the iPad seems to be facing.

4) This also highlights that there is plenty of room in the low cost media tablet segment for more competition. With the release of the Nexus Tablet and new Kindle Fire models, the presence of low cost media tablets will be strengthened even more and the primary victims will be other non-low cost media tablets (both Android media tablets and the iPad).


Looking at the trends highlighted above, it looks like the iPad losing the tablet market share crown by the end of this year is a likely outcome, with Apple’s current strategy.

Apple’s decisions over the next year will be very interesting to watch. It seems necessary for Apple to release a low cost 7.85″ mini-iPad, at the rumored $300 price point. However, this would have a significant negative impact on Apple’s profit margins, which is the primary factor driving Apple’s stock price.

Apple has already seen shrinking margins on newer iPad models because of its inability to raise prices, due to competitive pressure. Since hybrid tablets are more of a long-term play, Apple’s only other option is to retain the existing iPad and hope the market share loss can be contained. It looks like Apple may soon have to pick a lane in the margins vs. volume strategy, and either choice will have a long-term impact on Apple’s stock.

  • Vipin Khandelwal

    there has been a lot of talk about a mini ipad at $300 price point. i fail to understand that with the presence of the ipod touch at almost a $250 price point onwards, how can apple afford to have something like a mini ipad at that price…

    • sameer_singh17

      Good you brought this up. I’m going to be doing a detailed analysis of the potential price point that Apple can hit with a Mini iPad soon.

      But to answer your question, it’s based on competition. With the Nexus tablet & new kindle fires set to come out at $200, that’s going to take away a lot of iPad buyers. This means Apple needs to hit a price point they haven’t previously targeted. But at the same time, Apple needs to maintain margins, so it’s a trade-off. It’s something Apple sorely needs for sustainable growth.

      • melci

        Apple already has the iPod touch at the $199 price point, the refurbished iPad 2 with full factory warranty at $319 and the brand new iPad 2 at $399 in addition to the new iPad starting at $499.

        That’s pretty good segmentation already.

        It is apparent that these iPad 2 prices are already having an effect with Android tablet marketshare plunging far more steeply compared to last year’s iPad launch quarter:

        In 2011 Android tablet share only dropped 7.8% and the iPad only gained 3.3%.

        In contrast, in 2012, Android dropped 12.6% and the iPad gained 13.3%.

        This is a far larger swing and points to the collapse of the Kindle Fire challenge as well as the success of the low-cost iPad 2.

        iPad and Android market shares are now back to what they have been for most of 2011 – iPad at around 65%, Android around 30% plus or minus 5%.

        The outlier is Christmas, but the inventory red herring hides the fact that Amazon stuffed the channel in the Christmas quarter (giving greater Marketshare figures) only to pay the price last quarter with disasterous shipping figures as retailers were unable to shift stock. This is not a good thing either way for Amazon.

        • Meill

          Also, you talk about usage share but in those terms, the iPad and iOS completely obliterates Android:

          69% of mobile web browsing occurs on iOS devices versus only 27% on Android devices according to Chitika.

          63.2% of mobile web browsing is iOS while only 19.3% is Android in April 2012 according to NetMarketshare.

          7.5% of total web browsing share (including desktops) is iOS versus 3.5% for Android according to WikiMedia.

          90% of mobile purchases were made on iPads and iPhones according to Rich Relevance.

          80% of mobile devices activated by businesses last quarter were iOS devices according to Good Technologies.

          73.9% of business smartphones in use were iPhones and 26.1% were Android.

          The iPad accounted for 97.3 % of business tablet activations for the quarter.

          What do Android users do with their smartphones and tablets? They certainly don’t seem to actually use them.  Evidently the majority of Android devices are being used as dumbphones or small 7″ tablets that are no good at web browsing.

          • sameer_singh17

            This is a really dumb comparison. Are you more likely to browse on your tablet or your smartphone? And since the iPad had a head start, the installed base of iPads is probably double that of Android tablets. Of course the browsing numbers will be skewed towards iOS.

            And the enterprise market is always conservative, in the sense that they will not adopt devices unless they are established in the consumer market and security helps. Android will take a while to gain a foothold in that market.

          • melci

            Except that the iPad accounts for 94.64% of all tablet traffic according to Chitika.

            If you take iPhones alone, they have captured 25% mobile browser share while all Android devices (tablets and smartphones combined) are stuck down at 16% according to NetMarketshare.

            So much for larger installed base…

          • sameer_singh17

            I love how Apple fanboys love to cherry pick their data. This report from Jumpfly (another ad network) rates the iPad’s tablet traffic as 65% of all tablets –

            And guess what, this came out a week after chitika’s.

            You know what that means? Absolutely nothing. Because ad network stats only track websites on which their ads are placed. That’s not exactly a scientific sample size.

          • melci

            Okay, let’s present some more stats to give you more of an idea what the reality is.

            Adobe Systems Digtal Index Group reports that iPads account for 83% of all tablet website visits, 490% the number of web visits that Android talets manage.

            All these usage stats are mounting up to be a pretty large mountain for you to try and explain away Sameer.

          • sameer_singh17

            I really do admire your skill at cherry picking data. That survey includes only visits to retail websites, specifically during holiday periods. It’s amazing how you jump to quote surveys with unscientific samples while ignoring those from firms that do this for a business.

          • melci

            And I’d like to know why you think this data is not relevant. Is not traffic to retail web sites an absolutely important stat for any retail firm who wants to know which platforms to target?

            Combine this with Rich Relevance’s finding that 90% of mobile purchases come from iOS devices and it becomes apparent that for mobile commerce, Android users just don’t participate.

            Here’s another statistic for you. 59% of all mobile viewings of the websites of one of Australia’s biggest universities come from iPads, 29% from iPhones, 2% from iPod touches and 10% from all Android devices combined.

            Breaking down the Android figure further only around 1.5% are Android tablets.

            So yet another example where the iPad is capturing around 98% of all tablet web views.

            Do I have to keep going giving you example after example? How many stats do you need before I’ve picked the entire cherry tree?

          • sameer_singh17

            Because those sample sizes aren’t scientific. We’re not arguing what’d better for commerce. I could take a survey of people in my company and claim that Android tablets have 90% market share. The fact that companies that do real, scientific surveys for a living all come out with roughly the same numbers is telling. IDC, Gartner, NPD, Comscore, Neilsen, etc. all report the same market share numbers and all that differs is their interpretation of them.

          • melci

            What you are not acknowledging is that unit sales Marketshare does not = usage Marketshare.

            Also, sources such as NetMarketshare, WikiMedia, W3Counter, AT Internet, Clicky Web Analytics, etc all report iOS web browser Marketshare is between 2x and 4x larger than Android Marketshare.

            These are not niche sources.

            For example, NetMarketshare puts the Galaxy tab with a web browser share of only 1.8% of the iPad’s web browser share. The Kindle Fire comes in at only 1.4%.

            These usage share metrics all tell the same story Android devices are used far less for web browsing, mobile commerce, game playing, advertising viewings, etc and represent a vastly large source of income for developers, media and content providers etc etc.

            These market segments are all far from being niche wouldn’t you say?

          • melci

            Remember Sameer, Nokia used to have vastly larger unit sales Marketshare and installed base and it meant absolutely nothing as their large Marketshare didn’t translate into actual usage share, app share, revenue share, developer share, content share, gaming share, web browser share, ecosystem, manufacturer profitshare etc etc etc.

            Unit sales share without usage share is a hollow victory indeed.

          • sameer_singh17

            Haven’t I already stated that iPad usage share SHOULD be at least 2 times larger than Android tablets? They’ve been in the market longer. We’re not trying to analyse the current state. Everyone knows the iPad is ahead.

            We’re trying to look at future trends and the only data that will give you that is quarterly sales & shipping figures. Sequential QoQ shipping growth in multiple quarters is a very good indicator of rising sales, which is why we need to look at 4-6 quarters of data. Which was the whole point of the first half of the article

            Maybe if you stop trying to shift the goal posts and look at what we were actually discussing, you’d see the point.

          • melci

            It is overall iOS web browser marketshare than is between 2x and 4x larger than Android. I think you would agree that the iOS installed base in total is not between 2x and 4x larger than Android.

            In terms of tablet-specific web usage figures, the iPad has 20x – 50x larger web share (eg. NetMarketshare’s and Chitika’s figures above). This is not explained away by the iPad having been out longer (which incidentally ignores the fact that there were actually Android tablets out before the iPad.)

            I have also demonstrated that the very same quarterly shipping and sales graphs that you show above demonstrate that the tablet market has settled on a 65% iPad, 30% Android share of the market plus or minus 5% for the past 5 quarters.

            The Android bump and dip in the graph above in the last 2 quarters is because this graph plots shipping figures rather than sales figures. Amazon stuffed the channel in Q4 2011 and then shipped virtually nothing in Q1 so if you instead plot sales rather than shipping figures, the graph instead smooths out the bump and dip and you are back to the 65% – 30% split, the very same ratio that the preceding 3 quarters had settled at.

            This is the long term trend that this graph is indicating and in no way, shape or form does it provide justification for your prediction of Android surpassing the iPad in tablet share later this year.

            Instead, these figures all point to the tablet market settling down to the same share that the iPod enjoys in the media player market.

            The introduction of Windows 8 later this year is the major unknown, but going on current figures, with Apple’s $399 iPad 2 now encroaching on the low-cost end of the market, your thesis of Android domination is completely baseless.

        • AppleFUD

          You are mixing apples and oranges with your numbers.

          You can’t use “yearly” numbers for 2012 yet. We just finished the first quarter thus, all your gains and decreases for 2012 are invalid as they are based only on Q1 — still a long ways to go in 2012 not to mention Win 8 release.

          Kindle Fire did NOT collapse in anyway. 3.8M Q4 2011 holiday sales and 1.8 M Q1 2012 (actual sales) is not a collapse at all especially when you realize it is ONLY sold in the USA. That’s pretty good for a 7″ closed/restricted tablet.

          If you are going to say the Kindle Fire sales collapsed then you have to say the same for the iPad — in a quarter where they had a new release their sales dropped by. . what 6 million? And we know 70% of new gen ipad sales are usually upgrades in the first quarter. Wow. . . talk about sales dropping. Not to mention it was a large release around the world — nowhere near as delayed as the ipad 2.

          You are trying way to hard to make apple look overly dominant in a very immature market. The fact is, apple had a 98% market share less than two years ago and lost approximately 38% (according to your numbers) market share since then. That is NOT a sign of a company dominating anything.

          Example: MS ~90% desktop OS market share for how many years now? While I may not like MS one must admit they are still dominating that market.

          Apple has NEVER dominated any tech device market long term — before you go for the ipod let me stop you. 50+% of cell phone users use their cell phone as their PMP which equates to 500+ million/year Vs apples 40–80 million/year. Maybe we can give them digital music sales or portable app sales. However, I’m pretty sure that within a few years apple will see their customary market share with tablets just like all their other products — ~25% or less.

          They may dominate profits but not market share. Apple might like to have market share but it isn’t their number one goals — money is.

          • melci

            The drop in Android marketshare that I demonstrate above is only comparing the launch quarters in 2011 and 2012, not the whole year so the comparison is entirely valid.

            Also, if you take NPD’s figures of lower Kindle Fire sales in Q4 2011 and higher in Q1 2012, then that just smooths out the artificial channel-stuffing bump pre-Christmas by Amazon and confirms the Marketshare split of 65% iPad, 30% Android +/- 5% for the past 5 quarters now.

            More proof that the Tablet market has settled at levels similar to the iPod’s decade-long marketshare dominance of the media player market. The tablet market is indeed looking like it has been iPodded.

            Further fuel to the conclusion many analysts have come to that it is the artificial constraints of carrier exclusives and the fact that the iPhone is only available on half of the carriers that sell Android smartphones that have allowed Android to gain such large share in the smartphone market. On those carriers that do sell the iPhone, the iPhone average 63% marketshare in the USA.

            Freed of these constraints, the iPad has now settled at around 65% Marketshare for over a year now despite the concerted efforts of every competitor.

          • 8PAQ

            You are correct. I wouldn’t pay much attention to AppleFUD because he is simply an Apple hater who almost never makes any logical sense. The simple truth is that iPad is dominating tablet market right now and in Q2 2012 this fact will be even more clear to everyone than in Q1 2012. I am expecting 70%+ market share for iPad in Q2 2012. Yes in Q4 2012 iPad will lose some marker share but it won’t be only due to Android. I am expecting Windows 8 tablets to quickly have #2 and eventually #1 tablet share because a lot Windows 7 laptop users will switch to Windows 8 tablets. I know I will be one of them.

            Finally, and this is the MOST IMPORTANT point, iPad has been growing at about 150% year to year since it came to market. Even if Apple is slowly losing market share it doesn’t mean they are not widely successful. iPad is their fastest growing product ever. Faster growing than even the iPhone. So all this doom and gloom about Apple market share doesn’t mean anything.

          • AppleFUD

            Yeah, I make no sense. Compared to you a dog licking it’s butt makes more sense.

            BTW I don’t like or hate any of these companies. They are companies, artificial entities. isheeple just can’t deal with reality that their beloved isn’t selling at 100% market share and then go about massaging numbers and rationalizing for the current reality — just like melci did with the ipod comparison. . . a complete rationalization of a two year old market and a completely ignorant comparison to the ipod which was just explained to him why NON-apple fans don’t use PMPs, because their cell phones are also a PMP which outsells the ipod 10x over. . . but let us ignore reality to squeeze out our own rationalization to make apple seem like a “market leader” — yeah, the tablet market has already “settled” and is now exactly like the ipod market and “dominated” by apple. . . end of story! Right!!! From now on we’ll just re-categorize everything else into another category. Win8 ARM tablets won’t be in the same category because they will have “a full OS” and therefore “can do more” thus not “ipad-like”. . . . uuuuuuuggggggghhhhhh

            Apple makes it’s choices as do other companies and sales are what they are. End of story. Crying about “android has more phones, android is on more carriers, etc. . ” is all apple fanboy whining and ignoring reality and apple’s choices.

            Numbers are what they are. The ipad has lost over 38% market share in less than two years and it is VERY doubtful that slide is over. But hey, tablet sales dropped in general for a quarter and android more than apple so lets all start singing the praise that apple has now firmly conquered and will forever dominate the tablet market?!?!?!?

            And I make no sense?!?!?!?

          • melci

            So you are denying the graph that Sameer posted at the head of this article that shows the iPad and Android sitting on 65% and 30% +/-5% respectively for the last 5 quarters?

            Are you arguing that Kindle Fire shipping figures weren’t blown out in the Christmas quarter by excess inventory despite what you argued about Christmas sales being only 3.8 million, not the 4.8 million that IDC reported?

            Of course the iPad dropped to equilibrium in tablet Marketshare over the first 9 months of 2010 as new competitors entered the market. That is no problem for Apple. They have now been sitting on 65% Marketshare +/- for 5 quarters so they’re not worried.

            And please, you don’t have to degenerate to insults to make your point. We’re trying to engage in an adult dialogue here.

          • 8PAQ

            Like I said, he hates Apple and will say stuff like “isheeple just can’t deal with reality that their beloved isn’t selling at 100% market share” which makes so sense. Who said anything remotely to imply that Apple fans can’t handle the fact that Apple doesn’t have 100% market share? Exactly, no one. Plus like I said above the MOST IMPORTANT FACT is that iPad has been growing at 150% year to year since it started shipping and it has been the fastest growing Apple product ever. That’s what counts, and not if dozens of cheap imitations also get some market share.

          • AppleFUD

            I think you are confusing my dislike for fanbois with apple.

            I dislike stupid fanbois saying stupid stuff. That has nothing to do with apple, other than you all reflect poorly on apple and turn many off that may otherwise consider apple products.

            Seeing that we have two apple fanbois that love to visit an Android site to comment anytime there is something about apple or the ipad. . . your comments about me being an “apple hatter” would make more sense if things were reversed. . .

            the two haters here are obvious. . .

          • melci

            Oddly enough I am not the one spouting hate and insults – just facts and statistics.

            And why you think in-depth articles about Apple by Sameer won’t interest an audience wider than Android fans is beyond me.

          • melci

            You talk about most people using smartphones as mp3 players and yet the reality is Apple also happens to have 60+% share of the Digital Music sales market. There’s that magic figure again. Seeing a pattern?

          • AppleFUD

            *cell phones*

            Learn to read!

            I’ll tell you what. Since you like your numbers I’ll use them and make you a $10,000 bet and 8PAQ can get in on this also. . .

            Or we’ll see how much you both are just full of BS.

            According to you “the iPad has now settled at around 65% Market share for over a year now despite the concerted efforts of every competitor”

            . . . we’ll ignore MS, obviously.

            I’ll take that bet. I’ll bet you $10K, and if apple ipad sales go below 64% at any point in time I win the bet.

            You should be safe, right? After all it’s all settled and Apple is dominating the market in this category and it’s well settled at or above 65%.

          • AppleFUD

            You have a serious reading comprehension failure.

            from my comment “Maybe we can give them digital music sales or portable app sales”

            And where in the heck did my bet offer to you and 8PAQ go? Can’t make bets via discus?!?!?!?!

          • Meill

            You obviously don’t understand the connection between music sales and what device people are listening to that music on.

            Hint: it is not those hundreds of millions of feature phones.

          • AppleFUD

            wrong. . . 50% of cell phone users use their cell phones to listen to music, thus Jobs needed to make a ipod+phone. . .hell, it’s even in his bio. not to mention a quick search will tell you the same thing.

            You have it reversed. . they may buy via iTunes but use their phones to listen.

            HINT. . . do some research before trying to counter.

          • melci

            So let me get this straight, 60% of music is purchased on iTunes Music Store but not played back on the devices that automatically sync iTunes?

            I think you need a stronger argument.

          • AppleFUD

            btw. . . the only pattern I see is that you seem to be in the same RDF that Jobs was in, working any stats you can to com up with apple have x market share.

            Reality. iphone US market share ~30%. And less world wide. END OF STORY!

            Mac market share? Yeah. . . I’m seeing a pattern.

          • Meill

            Comscore and NPD get their figures from surveys of consumers which is where they get their figures of 30% and 29% respectively. 

            However, the carriers themselves beg to differ.

            AT&T sold 4.3 million iphones in Q1 2012, which accounted for 78% of the operator’s 5.5 million smartphone sales. Verizon Wireless and Sprint activated 3.2 million and 1.5 million iPhones each, accounting for 51% and 76% of smartphone sales, respectively.

            With the big 3 operators making up 80% of all smartphones sold in the USA, that works out at 51% of all smartphones being iPhones.

            Who are you going to trust – distorted surveys of consumers or actual sales figures from the carriers themselves?

          • AppleFUD

            and google logs all NEW activations which is 3X that of iphones. . . your point?

          • melci

            My point is you are wrong about Apple’s share of the US market.

          • AppleFU

            wow. . . talk about “massaging” the numbers to make apple a “market leader.”

          • 8PAQ

            Logic fail again? Allow me to explain in 3 easy steps:
            1. iPad latest market share number is 68%. 2. 68% is a majority of the market.
            3. Therefore iPad is a market leader.

            Easy as 1-2-3.
            Everything else is just projection that don’t even take into an account Windows 8 tablets. Until proven otherwise, Apple is the marker leader and dozens of Android vendors even when all put together are not. End of story.

          • AppleFUD

            OK genius answer this question form me.

            Is the ipad’s long term market share OVERALL increasing or decreasing?

          • melci

            Staying solid around 65% for the last 5 quarters +/- 5%.

            Sounds like a long term trend to me.

          • AppleFUD

            I love how you pick and choose your numbers. . .

            Funny, from the chart here you like so much the trend show 96% to a low as 54% with a consistent “long term trend” of market share decrease. . . a one quarter blip increase does NOT change the overall long term trend. But nice try lol

          • melci

            Funny how you ignore the fact that the chart settled on the 65% 30% split 5 quarters ago despite the blip at Christmas due to Amazon’s stuffing the channel and then reaping the fallout the following quarter.

          • AppleFUD

            Funny how you can’t see that 54% quarter and ignore that they started with 100% market share as win7 was excluded.

          • melci

            You yourself have indicated that the huge drop in Kindle Fire shipments in Q1 2012 was due to oversupply of inventory in the preceding quarter.

            You can’t have it both ways – either the huge drop in Android shipments in Q1 2012 was a result of Amazon stuffing the channel with inventory in the Christmas quarter, or there was an enormous drop in actual sales to end users. You seem to prefer the shipments vs sales argument, so that means the peak of 46% shipments for Android and dip of 54% for iPad shipments, in terms of actual sales was actually far closer to 30% and 65% respectively in terms of actual sales to end users.

            So which figures do you prefer to look at:

            Shipments of 4.8 million Kindle Fires in Q4 2012 and 750,000 in Q1 2011 which is what the graph above reflects.
            Sales of 3.8 million Kindle Fires in Q4 2012 and 1.8 million in Q1 2011?

            If you pick the latter, then that means the graph above gets smoothed out back to the 65% 30% split that the preceding 3 quarters of 2011 displayed.

  • sameer_singh17

    I really

  • Top Gear

    Wow. Drinking the kool-aid much, AA? Marketshare shipments mean nothing. What are the actual sales of the Fire and iPad and Android tablets. It all seems in the iPad’s favor.

  • Top Gear

    Oh and the only Android tablets I have seen in the wild were a few Fires and a Nook Tablet.

    I see iPads everywhere nowadays. A guy at the DMV has one a few days ago with a keyboard case.

  • AppleFUD

    Gartner’s recent stats for phone sales. . . world wide.

    Apple grew their market share year over year by an *astonishing* 6% form 16.9% to 22.9% of the smartphone market.

    While Android *fell flat* only increasing it’s market share by ~20% from 36.4% to 56.1% — how pathetic!!!

    Now we can have 8PAQ and melci tell us once again that those numbers are wrong and apple really has 60+% of the smartphone market or whatever strange numbers they come up with — maybe Gartner needs to higher the two of you.

    Let’s hear it iFans!

    oh, I can hear you already. . . ’cause Android has cheap smartphones and apple doesn’t’. . . oh, wait. . the 3GS is free. . . damn!?!?!?

    I’m sure you iFans will come up with something different. Come on now. . .

    • melci

      No argument from me that Android has a very large share of smartphone unit sales worldwide.

      My point is that it is just as meaningless as when Nokia had an even more overwhelming lead in installed base and unit sales.

      Unit sales Marketshare that does not also result in usage share is useless.

      It is iOS that generates 90% of the mobile commerce in the world, 84% of the mobile gaming revenue, 80% of the app revenue, 97.3% of the business tablet activations, 73.9% of the business cellphone activations, 69% of mobile web viewings, 80% of the cellular manufacturer profitshare in the world.

      Which platform do you think developers, content providers, media providers, advertisers, accessory manufacturers, peripheral hardware manufacturers, car integration suppliers and consumers are actually going to deem the winner of this platform and ecosystem competition?

      Hint: It’s not Android.

      • AppleFUD

        Oh, there you go again making up numbers.

        app revenue — apple at ~53% this year (good, but not where you claim and it is decreasing, not increasing = decline in market share) — Amazon already making decent profits compared to Google. And on a per developer basis RIM developers make the most.
        source for apple’s app store dominance decreasing:,2817,2402443,00.asp

        You only prove Google sucks at monetizing their app store. . . and Amazon doesn’t.

        ios & Android on par for mobile commerce. . .source:

        “Good Technology” study you reference for your *business* numbers (most likely) — you might want to re-check your iPhone enterprise activation numbers (maybe 60%). And that was a study for only ONE quarter — so celebrate while you can — continue to ignore Win8 coming also ;)

        “80% (actually “73 percent of global handset profits”) of the cellular manufacturer profitshare” has nothing to do with “market share,” end users or third parties. . . using this argument for anything other than drawing the conclusion that iOS users enjoy paying higher markup is insane.

        But I know how much ifans love that argument — ‘I spend more for my devices that have THE highest market!!!! Aren’t we great!’ — yeah, that sounds sane.

        Do you even bother to research your numbers or just get them at an apple fan site? Or do you just think everyone is so stupid that they won’t check your “facts”? Or are you really that lost in apple’s RDF?

        The reality is, Android is continuing to increase its market share on all fronts when it comes to handsets and handset related markets — Android tablets have pretty much sucked to this point and yet they’ve even made some dents, and you want to think it’s all settled and done and MS hasn’t even released Win8. . .OK. . .

        That’s about as sane as your argument that carrier X sells 60% iphone Vs Android thus iphone would have 60% market share if all carriers sold it.

        That argument is tantamount to the “if pigs had wings then all pigs could fly” argument but goes even further to suppose that “if some pigs had wings then all pigs could fly.”

        Just because one carrier sells something at __% has no barring on another carrier’s sales or future sales. Furthermore it ignores the reality that people that want an iPhone go to a carrier that has it — what, you think they are going into T-Mobile for an iphone? Therefore, we see that AT&T’s % of iphone sales has decreased over time and Android increased on AT&T. . . In other words, it’s the market balancing and Android in general, when referring to handsets, has continued to increase while the iPhone has pretty much flat-lined at ~30%.

        Will that happen with tablets? . . probably but I think Win8 will ruin everyone’s party there. . . well, IF MS doesn’t completely fubar it for ARM devices.

        So. . . you have one study from GT for *enterprise* that you can celebrate. . . the rest goes against everything you claim.

        HINT: it seems to be Android other than Apple’s coffers due to high markup.

        • melci

          84% of mobile gaming revenue generated by iOS:

          90% of mobile commerce revenue generated by iOS:

          97.3% of business tablet activations are iPad:

          Etc etc.

          Who was making up statistics again?  *sigh*

          • AppleFUD

            1. “84 percent of all mobile gaming revenue in the **US**”
            Stretching the truth just a little aren’t you ;) — claiming world wide dominance. . . I see how it is.

            Yes, by all means let’s just look at one country. . . where apple is by far doing their best. . . **sigh**

            And that’s on a friggin survey?!?!?! Are you kidding?

            And what is the overall revenue here? Probably not enough to matter at this stage. . .

            2. Mobile commerce: “Nine percent of all digital shopping sessions now take place on mobile phones and tablets”
            — stop the presses. . . wow, that’s a huge marked according to your stats. . . still, it is directly countered by my source stating they are now pretty even — sucks that your precious platform is dropping ground so quickly.

            3. it is *enterprise* NOT business. And did I say that one was wrong? How tiny of a market is that considering apple only sold 11.6M ipads in that quarter? What 3 Million? Another massive market you are claiming dominance for.

            So. . . that’s the best you got? A US survey and dominating that 9% commerce that’s directly countered by other sources that you didn’t bother looking into? And high *enterprise* ipad activations for a quarter that tablets tanked. . .

            stellar!!! Where’s that mythical 60+% on *everything apple*???

            I think I’ll stick with
            Android 56% world wide smartphone market share. . . and still growing faster than any other platform. . . and where has apple been for the past several quarters. . . HINT: nowhere near 60% ;)


        • melci
          • AppleFUD


            So, how’s that ipad market share dominance working out for you?

            LMAO. . .

          • melci

            Very well thank you in all the metrics that matter. (you still at it eh?)

            So you’re after some updated stats then?

            With an installed base of 700 million iOS devices, iOS is 70% the size of Android’s 1 billion devices.

            However, in terms of actual active app-running devices, it is even closer at 510 million iOS vs 564 million Android according to Flurry Analytics. That puts iOS at 90% the size of the Android platform.

            And iOS continues to increase – last year Apple sold 206 million iOS devices up from 134 million the year before.

            – The iPhone generates 90% of mobile e-commerce revenue (Thrillist Sept 2013)
            – 67% of mobile video was played by iOS – devices in 2012 (Ooyala)
            – 83% of airport wifi connections are iOS devices (Boingo)
            – 88% of mobile e-commerce revenue is from iPads (IBM)
            – 90% of online retail revenue is generated by iOS devices (Rich Relevance)
            – 89% of tablet e-commerce web traffic in Q1 2013 is iOS (Monetate)
            – 76% of mobile web browsing is iOS (April 2013 figures averaged over Net Applications, ComScore, AT Internet, Statcounter Global Stats (OS), W3Counter, WikiMedia)

            In business, Apple is accelerating away from Android:
            – Apple’s iOS mobile business market share increased from 69% to 78% in Q1 2013 while Android declined from 30% last year to only 22% (Egnyte)
            – iPad captured 93.2% of Business tablet market in Q4 2012 (Good Technology)
            – iPhone accounted for 73% of all non-BB business smartphones (Good Technology)
            – iOS devices in total represented 77% of mobile device activations in the enterprise market in Q4 2012 (Good Technology)

            In terms of app platform, Apple continues to destroy Android:
            – iOS developers made 430% more revenue than Android developers in 2012 (Distimo)
            – iOS games revenue is almost 3x greater than Android in Q1 2013 (IDC and AppAnnie)

            Developers, content providers and publishers are not making up the difference in advertising:
            – Flurry reports that in-app ad income is only 23% the amount of paid-for app revenue.
            – 63% of ad impression within apps came from iOS in 2012 while Android plummeted from 53% in 2011 to 37% in 2012 according to Velti.
            – 98.1% of tablet ad traffic comes from iPads (OnSwipe)
            – 94.6% of Tablet web browser share is iPad (Chitika)
            – 69% of mobile ad viewing share is iOS vs 29% for Android (Chitika)
            – 51% of in-app and web ad revenue is generated by iOS (Opera)
            – MoPub reports that 75% of ad revenue is generated by iOS users.

            And iOS users are far more lucrative for advertisers, developers and content providers:
            – Neilsen reports that in the USA, 40% of iOS users have incomes above $100K versus only 25% of Android users, while double the percentage of Android users have incomes below $25K.
            – CPM rates are twice as high for iOS devices compared to Android
            – Click-thru rates are twice as high for iOS compared to Android

            Android is losing the teenage demographic:
            – 48% of teens now report that they are using iPhones in Q 1 2013, up from 40% just six months previously
            – 62% of teens expect their next phone will be an iPhone
            – Only 23% of teens expect their next phone to be an Android device (Piper Jaffrey)

            With Nokia and Symbian also having previously had 60-70% marketshare in 2007 but a tiny fraction of Apple’s usage and ecosystem share, as Gruber says: “My belief, though, is that what Google is winning with Android is a b**by prize — overwhelming majority share of the unprofitable segment of the market.”

          • AppleFUD

            You still shilling for Apple? They must be paying you pretty well. Nearly 2,000 pro apple comments on Disqus alone!

            Love your logic btw. . . see you in a few more years when apple is at ~5% market share for “tablets” and “smartphones” lol

          • melci

            Haven’t you read – it’s Samsung that has admitted to and been prosecuted in Taiwan for hiring shills to badmouth the opposition and pump Samsung. It is also Samsung and other Android manufacturers who have blatantly cheated rigging benchmarking apps to increase their scores. It is Samsung who has a corporate policy of deleting all internal email after a few months to try and hide their nasty and illegal practices and who flagrantly violates court orders and abuses confidential licensing contracts etc.

            I enjoy a good robust dialog with others, but when they descend to insult and don’t address the hard data then it becomes fairly pointless.

            700 million iOS devices vs 1 billion mostly low-end Android devices and yet another record-breakig quarter with more iPhones and iPads sold than ever before is a very healthy place for Apple to be in frankly.

      • AppleFUD

        So. . . what is your mental issue that you feel the need to hangout on Android centric sites trying to convince Android readers that everything apple is great, the best, the market leader?

        Are you mental or an apple employee? If it isn’t the latter then . . .

        Honestly. . . I just like messing with ifans like you. You all crack me up with your on and on and on and on and on. . . you never stop, look at how ridiculous you’ve gotten on these comments — to the point where your comments are a vertical string of letters LOL

        Over a company and OS no less. . . it’s frickin hilarious!!!!

        You believe any article that touts apple supremacy without digging to see if they have any legitimacy or are just crap being spewed out to make apple look a certain way.

        What goes on in the mind of such an ifan as yourself? Do you just freak out and go insane whenever you see anything related to apple that isn’t full of praise that you feel the need to spew your apple gospel? Is it that you can’t bear the fact that other prefer something other than what you have chosen?

        I’m legitimately curious. I find is so fascinating that someone would bother defending & promoting a company, product, OS, etc. . . and you most certainly are a hard core defender/promoter of apple, iOS, ipad, iphone, etc. . .

        • melci

          I’m frankly curious why you are unable to engage in a civilized conversation without resorting to insults and invective?

          Some of us actually enjoy a good dialogue over contentious issues.

          • AppleFUD

            Oh. . . I’m not insulting you. Nothing above is insulting. . . direct maybe.

            Everyone is “mentally off” to some degree.

            You seem to have a particular mental issue when it comes to apple & Android.

            I’m genuinely curious what goes on in your mind when you come to AA and read an article about apple and then a comment that gets you all worked up to make these lengthy replies.

            Don’t you get tired of such BS? Regardless of what you believe? Seriously, it’s as though you are a missionary trying to convert the heathens. . . I wouldn’t say that’s a “mentally healthy state.” Would you?