Android giving iOS much-needed competition in tablet market

Android giving iOS much-needed competition in tablet market

Summary: While Apple is still the champion, the days on top of the tablet throne might be numbered for iOS.

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TOPICS: Apple
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It's indisputable that Apple is the leader in the tablet market, whether it be for consumer or enterprise customers, with the iPad. Several reports in the last few months point towards what could be seen as inevitable shift to a more competitive market, especially as Google's Android OS continues to evolve and more devices become available.

See also: CNET: Android coming on strong in tablets, Q3 data shows

We could actually be seeing that shift occur much faster than expected, based on new research from Strategy Analytics. That latest report revealed that 17 million tablet units shipped during the third quarter of 2011, with iOS and Android accounting for a combined 94 percent share.

Although Apple was responsible for 67 percent of the share, Android jumped up to produce 27 percent of global tablet shipments in Q3 2011 -- rising twelve-fold from 2 percent last year.

Additionally, Digitimes previously reported that non-Apple tablet shipments are expected to surge in 2012, with Android accounting for 44-45 million units shipped next year and Apple sending off 54-55 million iPads at the same time.

Android has also become the de facto choice for a base mobile OS for tablet manufacturers not named Apple, especially now that WebOS has all but disappeared. With the dawn of Android 4.0 (Ice Cream Sandwich) and the Android-based Kindle Fire -- should it not crash and burn (pardon the pun) like some other hyped devices we've seen this year -- then maybe Android will grow even more rapidly in the next 12 months and give the tablet a dose of much-needed competition.

As for the market as a whole in the long term, iSuppli predicted that we’ll see 275.3 million media tablets units in 2015, which is far more optimistic than In-Stat’s expectation of 250 million by 2017.

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Topic: Apple

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65 comments
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  • Shipped does not equal sold unless you are Apple

    Only Apple consistently sells out of their stock. Most shipped Android tablets never make it from the warehouse and into the hands of real users. Every single usage based statistic shows that iPads are in the hands of approximately 95% of all tablet owners.

    Now the Kindle Fire is an interesting one because while it is technically Android at its heart, it is not marketed as an Android device. It is not part of the Android army. It does not compete against the iPad. Neither will the Kobo Vox.

    So while I do believe that Android eReader sales will increase in 2012, there will be 0 growth in Android tablet sales. Not shipments. Those might grow. Sales won't. iPad will continue to have 95% of tablet sales.

    It is a sick market. We all lose.
    toddybottom
    • RE: Android giving iOS much-needed competition in tablet market

      @toddybottom <br>Completely agree. iPad clearly has 90%+ of market share (probably 95%). Every study shows it. Linux based competition has no ecosystem to the point that we don't even see it shipped by major OEMs anymore. The sales of the competition aren't growing.<br><br>It is a sick market. We all lose.<br><br>Wait ... you're talking about iPad and not Windows.
      anono
      • Mac sales aren't growing?

        @anono
        "The sales of the competition aren't growing."

        Are you accusing Apple of lying to shareholders because they keep reporting astounding growth in their desktop lines. That is a serious charge and you should immediately take it to the SEC. They'll thank you for it. Of course, they will ask you for proof that Mac's share is not growing but I'm sure you have it. You wouldn't lie about it.
        toddybottom
      • RE: Android giving iOS much-needed competition in tablet market

        @toddybottom
        If you didn't notice; my comment was a lot like yours. So whether I'm accusing Apple of lying about it's increased Mac share depends on whether you are accusing Google of lying about it's increasing Android sales (as well all the study that show Apple has less than 95% in tablet market share.)
        anono
      • RE: Android giving iOS much-needed competition in tablet market

        @anono
        "my comment was a lot like yours"

        No, you are talking about a CEO spreading false information about past sales. I was talking about how anlysts can make all the predictions they want about future shipments of Android tablets into warehouses.

        Past is not the future. CEOs talking to shareholders is not anlysts talking to subscribers. You would like to think you made a witty retort but you didn't.
        toddybottom
      • ZDNet, your filters are too funny

        Do not under any circumstance include the word an-a-lyst or your post will not be accepted. Too funny.
        toddybottom
      • Market isnt sick...you are

        @anono I dont like Apple products...so I dont buy them...the market isnt sick...

        Why buy something you dont want?

        And if Android were so great, they would have a competing product out by now...gosh Google is like Microsoft these days...I guess open isnt enough to make a winning product.
        otaddy
    • RE: Android giving iOS much-needed competition in tablet market

      @toddybottom
      Based on what? I went to Target the other day and I saw about 10 iPads sitting on the shelf.

      Just because they lie and say "We sell every one shipped!" doesn't mean it's true.
      Droid101
      • RE: Android giving iOS much-needed competition in tablet market

        @Droid101 10 really, that's it? There's literally almost a hundred every time I walk into one of the local best buys.
        slickjim
      • RE: Android giving iOS much-needed competition in tablet market

        @Droid101

        And those shipped versions are NOT COUNTED. Only what was sold. Obviously, to anyone who gives the smallest amount of thought on the matter, Apple is not suggesting that the second the iPad leaves the factory, that it is sold.

        They are clearly speaking in terms of inventory and production.

        Apple's shipped numbers would be even higher because of those 10 you saw in Target. Let it go, Droid101. Google didn't even see fit to show android 4 on a tablet.

        The thing is taking badly.
        dhmccoy
      • RE: Android giving iOS much-needed competition in tablet market

        @Droid101 what is the point of your observation of the ipads in target?
        s_jarmin
      • RE: Android giving iOS much-needed competition in tablet market

        @dhmccoy

        "Google didn't even see fit to show android 4 on a tablet."

        And?

        The tablets that are going to be running ICS are coming soon, but that is irrelevant. This was a phone event, the Galaxy Nexus being the key player.
        Michael Alan Goff
      • RE: Android giving iOS much-needed competition in tablet market

        @Peter Perry
        Funny now maybe the ipads ar ein stcoik but not at release nor the months after its release. No lets turn the table and look at android tablets. You see more android based tablets on the shelves than you do the ipad. So both you and Droid101 need to get a grasp on reality. You too guys are worst than the Mayweather fanclub over on my boxing sites.
        illwill112
    • true

      @toddybottom
      we don't know any sales numbers for android tablets. just some estimates by "research firms" that pull some numbers out of thin air. all we know is how many units apple sold because they are the only ones who tell us. prepare for the amazon "we sold so amazing many kindle fire we won't tell you how many" bullsh*t next quarter.
      bannedfromzdnetagainandagain
      • RE: Android giving iOS much-needed competition in tablet market

        @bannedfromzdnetagainandagain Umm no, we know how many Apple shipped! The others report the same way but instead of saying sold they say shipped!
        slickjim
      • I believe the Kindle Fire will sell well

        @bannedfromzdnetagainandagain
        But the Kindle Fire is not an Android tablet. It is a Kindle eReader that has an OS behind it that no one would know about unless they are actual techies.
        toddybottom
      • RE: Android giving iOS much-needed competition in tablet market

        @toddybottom
        You think the Kindle Fire is a eReader. Well that pretty much sums up your knowledge about the market.

        Note: Just because something can read books doesn't mean it's a eReader. Otherwise my computer is a eReader.
        anono
      • anono: where did I say any different?

        "Just because something can read books doesn't mean it's a eReader"

        Please quote me.

        The Kindle Fire's primary purpose is as a gateway to Amazon's digital media store. It is an eReader. A fancy eReader but an eReader.

        Now, maybe you haven't figured out how to use your computer for doing anything other than buying media from Amazon's digital media store but that is because you have mental deficiencies.
        toddybottom
      • RE: Android giving iOS much-needed competition in tablet market

        @toddybottom<br>If eReaders were for media consumption instead of just book consumption, I might agree with you ..... except it's not. Look up the words if you disagree.<br><br>Also, if it does nothing but consume amazon media, it's probably already dead.<br><br>Yes, I don't know how to do anything but buy amazon media on my computer. Yet somehow I'm posting on Zdnet. I probably shouldn't have said that. I imagine you believe it's the magic of Windows 7.
        anono
    • RE: Android giving iOS much-needed competition in tablet market

      @toddybottom That is a lie! I wish people would visit stores where the product is on display before spouting these numbers... They have a lot of stock sitting on shelves and the 16 Gig appears to be the only one selling out at most stores.
      slickjim