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iPad lead over Android tablets cut in half, say reports, as Kindle Fire surges ahead

By | January 27, 2012, 3:09pm PST

Summary: A year ago, the Apple iPad dominated the tablet market with a nearly 40 point lead over Android. Now, two reports show Apple’s lead has been cut by more than 20 points, with the Kindle Fire passing Samsung in the assault.

Things are looking up for Android tablets, according to two reports released this week. The first report, from the research firm Strategy Analytics, shows global tablet shipments on the rise with Android taking a larger piece of the pie:

“Android captured a record 39 percent share of global tablet shipments in Q4 2011, rising from 29 percent a year earlier. Global Android tablet shipments tripled annually to 10.5 million units. Dozens of Android models distributed across multiple countries by numerous brands such as Amazon, Samsung, Asus and others have been driving volumes.”

The second report comes from mobile analytics firm Flurry. They found:

“In January, after the holiday boom in devices and in apps, we see that strong adoption of Kindle Fire, combined with significant downloads driven from the Amazon App Store, resulted in a massive surge in session usage that just edges out the Galaxy Tab. Unrounded, Kindle Fire represents 35.7% of sessions and Galaxy Tab represents 35.6%. Remarkably, and from a standing start, the Kindle Fire overtook the Galaxy Tab in just a few short months. Total Android tablet sessions in January more than tripled over November, with Galaxy Tab sessions increasing by more than 50%. Overall, Android Tablets are growing aggressively as a category.”

The numbers are not exactly comparable, since the first report looks at new sell-in shipments and covers October-December, while the second looks at total usage for January, but it’s clear that Android tablets are finally getting some traction thanks in part to the success of Amazon’s Kindle Fire.

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Ed Burnette is a software industry veteran with more than 25 years of experience as a programmer, author, and speaker. He has written numerous technical articles and books, most recently "Hello, Android: Introducing Google's Mobile Development Platform" from the Pragmatic Programmers.

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Ed Burnette

Ed Burnette is a Manager of Mobile Development at SAS. However the postings on this site are his own and do not represent the positions, strategies, or opinions of his employer.

Biography

Ed Burnette

Ed Burnette has been hooked on computers ever since he laid eyes on a TRS-80 in the local Radio Shack. Since graduating from NC State University he has programmed everything from serial device drivers and debuggers to web servers. After a delightful break working on commercial video games, Ed reluctantly returned to business software. He currently develops enterprise software for Android phones and tablets.

In his copious spare time, Ed writes and speaks about all kinds of technology and software. His most recent books include the Eclipse IDE Pocket Guide from O'Reilly and Hello, Android: Introducing Google's Mobile Development Platform from the Pragmatic Programmers.

Talkback Most Recent of 33 Talkback(s)

  • ZDNet Gravatar
    daikon
    27th Jan
  • That all depends on...
    That all depends on whether you think the Kindle Fire is an Android device. Amazon doesn't think so as there is no mention, to my knowedge, of Android anywhere on the device or in the marketing. I also believe that one must root the device to run the Android Market. So to me, this is not so much good news for Android but good news for Amazon. But, hey, anything that runs a browser is probabhy good news for Google. And, I doubt Apple is particularly worried after selling 15 million iPads.

    As Daikon said, though, "Freedom of choice is a sweet thing."
    ZDNet Gravatar
    A Grain of Salt
    27th Jan
  • ZDNet Blogger

    RE: iPad lead over Android tablets cut in half, say reports, as Kindle Fire surges ahead
    @A Grain of Salt, Amazon doesn't have to market it as being an Android device for it to be an Android device. You need to be an Android developer to write programs for it, and those programs run on the Fire, the Xoom, Galaxy S phones, and any other 2.3.3 and higher devices. It's certainly not a "Google" device, lacking Google Map, GMail, Market, and so on (although you can put them on if you know what you're doing), but it's definitely Android.
    ZDNet Gravatar
    Ed Burnette
    27th Jan
  • Not right
    @Ed Burnette
    "Amazon doesn't have to market it as being an Android device for it to be an Android device."

    It is an Android device but it is not an Android tablet. It is an Android eReader. It would be like saying Desktop Linux is having stunning success because many routers run Linux. A Linux router is not sold or used as a Desktop Linux computer so it isn't one.

    Android tablets are a failure using every single measure possible. Android eReaders are beginning to see some success, as long as the company selling them are willing to take a loss on the hardware with the hopes of making it up on the content. You will never see Samsung selling a $199 equivalent to the Amazon Kindle Fire because Samsung can't make any profit on media.
    ZDNet Gravatar
    toddybottom_z
    28th Jan
  • so more android tablets are "shipping".. i.e. not sold to customers...
    who cares? is that news that a whole bunch more android tablets are being dropped off at stores where they will sit on shelves collecting dust until they are fire sales because no one will buy that at the listed price? i.e. if they give them away for less than they cost to make then people will reluctantly buy them..

    the other thing is that the only way an android tablet seems to be able to get any traction is if they make it look and work NOTHING like the Google version of android.. AND give them away for less than they cost to make.. LOL... and you call that winning?

    let's face it Google Android is a complete failure on the tablet form factor..
    ZDNet Gravatar
    theFunkDoctorSpoc
    27th Jan
  • ZDNet Gravatar
    bobjones2007
    27th Jan
  • ZDNet Blogger

    Sitting on shelves?
    @theFunkDoctorSpoc If that were true then Flurry's usage data would not show an increase. The Samsung Galaxy Tab showed an increase of 50% in 2 months.
    ZDNet Gravatar
    Ed Burnette
    27th Jan
  • A 50% increases on barely nothing is still barely nothing
    @Ed Burnette Quoting increases in percentages on a device that have barely sold over a year is kind of ridiculous when the competition increased by 100+%

    50% increase for Android tablets is in the thousands, while the same increase (ignoring that it more than doubled) for the iPad is in the MILLIONS.
    ZDNet Gravatar
    wackoae
    27th Jan
  • RE: iPad lead over Android tablets cut in half, say reports, as Kindle Fire surges ahead
    @Ed Burnette

    The fact is that Android tablets ARE selling. There are just too many people in denial and cannot accept the fact that people would actually buy a device without an Apple logo on it. These people will never accept the facts!
    ZDNet Gravatar
    mstrsfty
    27th Jan
  • RE: iPad lead over Android tablets cut in half, say reports, as Kindle Fire surges ahead
    @wackoae you hate this because you're starting to see Android following the pattern the phones took and if the Fire can do this then what happens when the Kindle Tablet rolls out the door?
    ZDNet Gravatar
    Peter Perry
    28th Jan
  • RE: iPad lead over Android tablets cut in half, say reports, as Kindle Fire surges ahead
    @theFunkDoctorSpoc

    Is that why they are already taking over 40% of the market? Yeah, they are such failures.
    ZDNet Gravatar
    business owner
    27th Jan
  • market share = shipped.. not SOLD to customers...
    @business owner ..yes, a lot of companies are shipping android tablets.. that no one buys.. and then they make it to the bargain bin and then people pick them up with the pack of batteries that are also on sale.. this will last about another year max.. android on tablets is a losing proposition for the manufacturers.. android tablets aren't propped up by carrier discounts and carriers pushing them.. people mostly want WiFi tablets so this is not going to be a replay of android on the phone.. no one absolutely needs a tablet and tablets don't get given to you for free so people aren't going to jump on these things like they do with android phones.. this isn't hard to figure out..
    ZDNet Gravatar
    theFunkDoctorSpoc
    28th Jan
  • RE: iPad lead over Android tablets cut in half, say reports, as Kindle Fire surges ahead
    @theFunkDoctorSpoc umm, half of this report was measuring usage! Either the stores have a ton of display models or they are actually selling so, nice try!

    I will say, both my wife and I have one and honestly, the experience using the fire is quite nice, you get a lot for the money. I think the only areas one would need an iPad would be for camera related items and the gestures on the iPad 2 are very cool but for most those two things aren't worth $300 more.
    ZDNet Gravatar
    Peter Perry
    28th Jan
  • notice they don't compare android tablet usage to iPad usage?
    @Peter Perry - so what's your point? they just compare among android tablets.. so if my tablets represent some fraction of a percent and that number goes up by 50%.. woopdee doo... who cares 50% of the tiny number is still a tiny number.. and when you consider that Apple's numbers have gone up 100% it's even less significant..
    ZDNet Gravatar
    theFunkDoctorSpoc
    28th Jan
  • RE: iPad lead over Android tablets cut in half, say reports, as Kindle Fire surges ahead
    @theFunkDoctorSpoc Listen psycho... Amazon reported good numbers themselves! And People are buying them, they just don't stuff as many into the channel as Apple does but that is because competition reduces demand for any one tablet in the Android space.

    Amazon on the other hand, has created a name for themselves with the Kindle line and the fireis reaping some of that success.
    ZDNet Gravatar
    Peter Perry
    28th Jan

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