International Data Corporation (IDC) just released worldwide data for tablet market share for the 2nd quarter 2011. In their last report overall tablet sales were lower than expected, but for the 2nd quarter, the performance was so strong, it has lead IDC to increase its outlook for the 2nd half of the year to 62.4 million units, up from the previous projection of 53.5 million units.
That is the good news. The bad news is that Android’s market share dropped to 26.8%, down from 34.0%. This is surprising to me as a lot of Android tablets were released in the 2nd quarter. During the 1st quarter of 2011, only the 3G version of the XOOM and the Galaxy Tab was available, and Android was able to grab a 34% market share. I doesn’t make sense. Either last quarter’s figures were wrong or this quarter’s is. RIM’s PlayBook grabbed 4.9%, and Apple rose to 68.3% from 65.7%.
Unfortunately IDC sees Android’s share continuing to drop to 23% and finishing the year at 25.9%. I am not in the business of analyzing data, but I find it difficult that Android’s tablet share won’t improve dramatically with all the tablets that are currently available, not to mention the upcoming Amazon tablet.
Full press release after the break:
It is nice to see Android manufacturers being offensive once in a while. HTC recently dropped one on Apple with patents acquired from Google, and now Samsung is taking it to Apple in France.
Samsung filed a complaint against Apple in a Paris district court for infringement of three mobile phone technology patents dealing with the iPhone and iPad. We don’t know the specific patents, but they concern UMTS, which is a third generation (3G) mobile cellular technology for networks based on the GSM standard. The complaint targets Apple’s iPhone 3G and 3GS, iPhone 4, and both generations of the iPad.
The complaint was actually filed in July, and the first hearing will take place in December.
[via afp google]
Apple and Samsung are currently involved in a number of lawsuits across the world. Today’s news comes from Australia where a judge is asking for Apple to reveal iPad and iPad 2 sales data.
Apple wants an injunction on the Galaxy Tab 10.1 in Australia, and is claiming that it will hurt iPad sales. If they don’t provide the data, this argument won’t have much strength.
“Unless Apple puts on evidence showing the impact in the U.S. or U.K., I can’t draw any positive assumptions,” Federal Court Justice Annabelle Bennett said in Sydney.
Bennett won’t force Apple to hand over the data and denied Samsung’s request for them. Samsung wants sales figures for the U.K. and U.S. to prove there hasn’t been an effect on iPad sales. It is up to Apple at this point.
We have heard all along that Amazon is working on two tablets. We are expecting at least one of them to come out this fall, and to be priced as a loss leader to blow Apple out of the water. This will most likely be a seven inch model.
We know they are working on a 10.1-inch version as well, but it looks like it might not hit the scene until the 1st quarter 2012 according to Foxconn, the manufacturer of the device. We have heard the codename is Hollywood, and it could include NVIDIA’s Kal-El quad-core chip. If this is the case, it would be a big set back since ASUS is ready to go with the Kal-El chip in the follow up to the very successful Transformer this fall.
I still think that if Amazon comes out with a $249 tablet this fall as expected, sales will be through the roof. Ultimately the hardcores will be yearning for the “Hollywood,” but volume is where it’s at for Amazon. They have a lot to gain from their app store, music, video, and book distributions. With the 7-inch version priced right, it will produce the volume necessary to drive their digital business.
Apple is still on top, but Android has been catching up quickly. Just last month, Q1 reports showed Android with a 34% market share. The latest report from ABI Research says Android-powered tablets have snagged 20% of the market in the last year. It’s worth noting that at the end of Q3 2010, Android really only had the Galaxy Tab for a mainstream tablet. This was followed by the XOOM which didn’t take off as expected.
Though Android is making its presence known in the tablet world, ABI says no tablet vendors have been able to “mount a significant challenge” against the iPad at this point. Could this be because iPad design is solid and everyone is still playing catch up? I’m sure the fragmentation of Android across its tablets isn’t helping either. Robert’s article here is a great read if your thinking about a tablet or curious where the tablet market may go. Progress is being made and there are more Android tablets to show off their goods later this year. We will see how this continues to shake down.
Hit the break for ABI’s full press release.
We know that Amazon will be launching a tablet or tablets soon, and most analysts are predicting that they will have the best chance at putting a dent into Apple’s dominance with the iPad.
How do they plan on doing it? Well their name for starters, but lets be serious, if you want to come out with a splash then you severely undercut your competition with price. Creative Strategies analyst Tim Bajarin thinks the Amazon tablet will cost $300, but they will discount the price to $249 with the hopes of getting their money back with sales from the Amazon app store. It is expected that they could recoup the loss from each tablet within 6 months and make a profit of 10 to 30 percent per tablet over the next 18 months.
Not only would this effect Apple, but it would also affect all Android manufacturers. Pricing like this make sense because I am still asking myself why anyone needs to pay $400 to $600 for a tablet that gives you nothing more than a smartphone except for screen size.
I have already predicted that Android will own the tablet market share by March 2012. If Amazon decides to go with this lower price, it may happen by the end of 2011.
Are you guys ready to jump on board with Amazon if they come in at $249?
Alright, raise your hand if you were surprised when Apple sued Motorola for their XOOM tablet. No one? You know why no one is surprised? This is becoming a common Apple product. Apple doesn’t seem content with suing Samsung, their (more than likely) biggest tablet competitor. Now that they’ve won that battle, they’ve moved onto Motorola for their XOOM. It’s like I called Apple’s success against Samsung being used as a precedent in other cases. Oh wait, I did. We just reported that Apple has filed a complaint against Motorola in Europe for its XOOM tablet. You know what this means? Apple is officially a patent troll.
It’s no surprise that Apple has changed the game from the beginning and brought us true innovation since the launch of the original iPhone. For anyone to deny that the Apple iPhone is anything less than “good” is seriously in denial. The success and popularity of the device along with the iPad was simply unprecedented. That being said, founder of Digital Chocolate, Trip Hawkins, compares Apple to the Roman Empire in that as successful and dominant as it was, it was still bound to fall. As far as I can tell, however, I don’t see any industry proof or evidence as to why there would be a decline in the works for Apple. Hawkins seems to draw his conclusions simply on the analogy alone as he states the following: Read more
The iPad has enjoyed market share domination since its inception, but it is only a matter of time until Android tablets takeover. The question is when? I have gone on record as saying it will happen by March of 2012, and recent reports (one and two) show that Android already owns at least 30% of the market through the 1st quarter of 2011.
Now Informa Telecoms & Media is predicting that Android will take a little longer by closing the gap in 2015, and eventually taking the lead in 2016. Informa Telecoms & Media is the leading provider of business intelligence and strategic services to the global telecoms and media markets.
They are projecting the market to grow to over 230 million in 2015 with Android selling around 87 million and Apple selling around 90 million.
Considering the legal battles between Samsung and Apple, it was surprising to see Samsung selling an exact copy of Apple’s Smart Cover dubbed the Smart Case. It was made by Korean company, Anymode, which has a “strong affiliation” with Samsung, and was supposedly available in Samsung shops in Korea and on the Anymode website.
Samsung has already pulled the product and made the following statement:
As a general practice, Samsung Electronics reviews and approves all accessories produced by partners before they are given the “Designed for Samsung Mobile” mark.
In this case, approval was not given to Anymode for the accessory to feature this official designation. We are working with Anymode to address this oversight and the product has already been removed from the Anymode sales website. The product has not been sold.
I doubt Samsung should continue their “strong affilation” with Anymode moving forward. Something tells me that this is definitely something Anymode “cooked up.” Lets face it, Samsung would not be that stupid to release the product, only to then realize that it is a complete knock off, and pull it.