Android activations soar, not very many are tablets

By | June 28, 2011, 7:30am PDT

Summary: Android is definitely on a good growth curve, but even with all the buzz about the Honeycomb tablets that are appearing not very many of those activations are of the non-phone variety.

Google must be feeling downright giddy today with word that Android is seeing 500,000 device activations each day. That is a tremendous number, especially since it was only a few weeks back that the number of daily activations were “only” 400,000. Even more impressive is the revelation that activations are growing at a decent 4.4 percent week over week. At that rate daily device activations could hit 620,000 in just 6 weeks. Android is definitely on a good growth curve, but even with all the buzz about the Honeycomb tablets that are appearing it doesn’t seem that very many of those activations are of the non-phone variety.

No one is sharing actual sales numbers, but it has been tossed around that the major tablet players have only seen a few hundred thousand sales of the top models. That is a mere drop in the bucket of total Android activations; it is certainly a far cry from the sales of the iPad by Apple.

Google is activating so many Android devices, phones or otherwise, that it really doesn’t need the Honeycomb tablet to take off to compete with any company. The sheer number of phone activations puts Android firmly in a great position in the mobile space no matter what tablets do in the market. Where Google has to be careful at this point in the life of Android is to not let the drive for tablet development affect the smartphone side of the business.

The company intends to turn the next big version of Android, aka Ice Cream Sandwich, into the OS version that unifies the phone and tablet side of the platform. This is a nice goal, but it would be quite silly to let the OS get driven by the tablet side of things at the expense of the smartphone. Google would be wise to leave the dance with the one who brought it, and that is the smartphone, no question.

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James Kendrick has been using mobile devices since they weighed 30 pounds, and has been sharing his insights on mobile technology for almost that long.

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Biography

James Kendrick

James Kendrick has been using mobile devices since they weighed 30 pounds, and has been sharing his insights on mobile technology for almost that long. Prior to joining ZDNet, James was the Founding Editor of jkOnTheRun, a CNET Top 100 Tech Blog that was acquired by GigaOM in 2008 and is now part of that prestigious tech network. James' writing has appeared in many print publications: Smartphone and Pocket PC Magazine, Information Week and Laptop Magazine to name a few. James' coverage of the mobile technology sector has regularly appeared in the New York Times, Salon.com and CNN/ Fortune online. Not just a writer, James has filmed numerous video reviews and how-tos that have garnered well over a million viewers. He has appeared on local news segments and been interviewed by the Associated Press on mobile technology topics. Additionally, James has been podcasting about mobile technology for years.

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RE: Android activations soar, not very many are tablets
traveler2011 31st Oct
That information is very useful! I appreciate your good job! Vietnam Travel Forum
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Money
Hasam1991 28th Jun
Again, how does Google make the cash? I paid Apple close to $600 for an iPad 2, $200 for iPhone, $230 for iPod touch... they have the same ad models (iAd) but add apps that people actually pay it seems like Apple is going to win in the end...
@Hasam1991 Not with Android growing like this they won't!
@Peter Perry: ... however, since large part of these Android activations are Chinese/Indian supercheap $70-90 dumbphones (including many which are iPhone clones), there is hardly way for Apple to go market on these level prices.
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Which would I rather have?
James Quinn 28th Jun
@Peter Perry
Sell one and make a good solid profit or sell a million and make nothing? Now both examples are extremes cause I assume that the Android OEM's are making at least some money and well on the other end Apple does certainly sell more than one in fact plenty. As much as Android phones now? Not if you count all OEM's and all phone models that use Android certainly not but what about each individual OEM? Or each phone model type? On a one to one basis Apple clearly wipes the floor with the other OEM's. In fact the only way for Android to look good is to combine all sales from each and every OEM and every phone and come up with a sales/activation number that is very large but ignores the very real business driving force called profit. Apple makes huge monies on each and every iPhone, iPod and iPad sale. Apple gets money for App sales, Movie, book, and TV sales. Apple even makes money off of contracts sold to AT&T and likely now Verizon. Then there are iAd sales and such in fact I can't see where the i products ever stop making Apple money. Lets look at the classic example shall we MS vs Apple. People often refer back to this so called OS war as an indicator of what is to happen with Android vs iOS. I don't agree..... Things are different and lessons have been learned by Apple, but for arguments sake lets say yes the exact same thing will happen. In the end what did happen? MS and Apple are both still here and each is extremely profitable. Even at it's worst Apple still had Billions in reserves that's Billions with a B mind you while hundreds of OEM's who sold Windows or MS driven PC's came and went. Hundreds maybe even thousands if you count all the mom and pop shops that built their own and sold them. So is this the worst there is? If so where is the beef? Apple will remain and a host of Android OEM's will come and go in the process all the while Apple will continue to make good solid revenue from it's products weather they are number one in sales volume or not does not and has not seemed to have mattered any. If I were to have money invested in a company or be running a company I'd much rather it be Apple than any of the given Android OEM's.

Pagan jim
@Pagan...

Dammit Jim! You put me to sleep half way thru your diatribe! My Android refused to show without Flash, my i4 kept shutting down mid read and my iPad just can't handle any more!!! and to top it off, I don't know where my Transformer ran off too!

aaarrrggghhhhh!

grin
@DeRss more speculation from a Rabid Apple Fan trying to grasp how his choice is going to overcome such a vast divide!

@James Quinn Either Apple changes their policies and politics or those funds will dry up under the weight of a more popular platform. Now you can believe what you want, but the Tablets will be the next market that Apple loses and then where do they go Televisions? Yeah, that isn't likely to sustain their growth and their PC Market still hasn't crossed 10%.

Anyway, you always praise Apple and spout off on people who don't share your views but, come on man this is overwhelming evidence that Android is clearly the platform to beat!
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RE: Android activations soar, not very many are tablets
Justa Notherguy Updated - 28th Jun
@Hasam1991

Hard to say which is funnier:

A. The long list of Android's (mostly acknowledged) shortcomings, which for most users seem of little or no importance - much less, deal killers - in their daily lives

B. The long list of enemies and (mostly journalist-) critics, impotent to affect - much less, to halt - Android's relentless march toward worldwide mobile ubiquity

C. The long list of ever more silly and shrill excuses trotted out by (mostly neo-luddite) Apple fans, unable to accept - much less, to understand - what's going on
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RE: Android activations soar, not very many are tablets
Return_of_the_jedi Updated - 28th Jun
@Justa Notherguy
It is funny. They don't realize that the jokes on them.
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Or we are students of history....
James Quinn 28th Jun
@Return_of_the_jedi MS vs Apple.... Many years later there is still a MS and an Apple both very profitable. Right now Apple shines and has been for a few years but that tends to come and go with the tide of history as anyone will tell you who pays attention. MS won right but Apple is still a kicking to the tune of BILLIONS!!! Not a bad way to loose if you ask me:P So now people use MS vs Apple as an example of what is going to happen with Android vs iOS or Google vs Apple. OK......So? In the end Google will be declared the victor and Apple will still be mega profitable and going it's own way? Fine by me. Oh and one other historical fact here there were hundreds of OEM's that came and went during the MS vs Apple so called war and you know what for the most part they don't exist anymore. As a student of history I can see that that is very likely to happen again it won't harm Google mind you but I do have pity for those who will be caught in that bottom feeding struggle to survive... It's nasty and cruel. Apple won't be going to that shallow end of the pool with the funny looking kid standing in that strangely warm section of the pool... And in the end that is all I want Apple to remain Apple and keep making things it's way on it's terms.

Pagan jim
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YEAH!!! msalzberg YEAH!!!
woulddie4apple 28th Jun
Thanks for your brilliant post James Quinn / msalzberg! It is really important to highlight the fact that no matter how many copies of Android get licensed, that Apple has, and I quote from you: BILLIONS!!!

Even more important is to highlight how many companies are going to go bankrupt trying (and failing) to compete against Apple. That is so important to stress again and again. YEAH!!!
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Well facts is facts....
James Quinn 28th Jun
@woulddie4apple
Apple did have Billions and has even more so now a days. Oh and the companies that will go bankrupt will not be competing against Apple but one another. As I've said before this is the very shallow end of the pool and Apple wants no part of that scene. The fact that they will go bankrupt is not Apple's fault in any fashion in fact it's the nature of the game they those companies choose to play... It has very little if anything to do with Apple at all.

Pagan jim
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Great reply msalzberg!!
woulddie4apple 28th Jun
For something that has, and I quote, "very little if anything to do with Apple at all", you sure did spend a lot of time writing novels about how much Apple is WINNING!!! YEAH!!!
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My point NonZ is not to gloat but
James Quinn 28th Jun
@woulddie4apple to simply point out that game is more complicated than simply activation numbers or sales numbers even yes the vaunted market share numbers. There are other numbers to consider like profit margin, and after sales revenue for instance. There will be Android OEM's that assume the Android mantel that Dell and now is it HP held for PC sales figures. They will be profitable and huge. Android or Google will be seen as a success because heck everyone is selling it on their given products well almost everyone. And yet while all this is happening Apple will do well and continue to do so into the foreseeable future. So is there a winner? Can there be several different winners? Depends on how you score the game I tend to think.

Pagan jim
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Thanks for clarifying
woulddie4apple 28th Jun
Like I said in my first reply to you, YEAH!!!! It is really important that we reply to every single Android story so the world knows that Apple is making BILLIONS!!! That is a super important message to get out there often and get out there loudly!! YEAH!!!

My second reply was simply addressing your comment that this had nothing to do with Apple. I was very confused why, if you admit this has nothing to do with Apple, why you spent so much time talking about Apple. Don't get me wrong, I'm really HAPPY!!!! that you are on every Android story preaching the Apple story, I was just a little confused why you thought this had nothing to do with Apple. EVERYTHING has to do with Apple. EVERYTHING!!! YEAH!!!
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@woulddie4apple Or cut out the coffee maybe both. Apple was brought in the article itself and by posters previous to myself. I am not on every article related to Android perhaps everyone that mentions Apple however I don't keep tabs. Also as a rule I love to argue... I've even been known to argue pro open source, Linux and or Android at times.. Not many mind you but like I said I love to argue:)

Pagan jim
@Hasam1991

Those who own APPL stock and Android devices... thank you for your purchases. wink
@Badgered
My 401 luvs them folks! wink
You're speculating at Best, there will be several million Android Tablets Activated when all the data comes out and you will be wrong again.

You may not like it but the Tablet OS versatility is building Momentum that Apple will not be able to stop without reversing some of their policies and that's reality!
@Peter Perry
I think, that initial iPad killers, where not so succesfull.
Cheaper tablets will give better sale numbers.

But also tablets are smaller market than smartfones, so comparing numbers from two of them is....

On the other hand, slow, painfull start of Android in Tablets is not the end of Android on tablets. As there is preatty no competition to iOS apart from Android. (Others just start).
@przemoli what people fail to see is that most tablets are wifi and like me right now I am running off the wifi or my iPhone. If anything can be said it is that wifi sharing does not work so hot on android. I have an android phone and the problem is that it only does adhoc. Btw I love my honeycomb tablet.
@serpentmage I used to use the hotspot on my Incredible and on my Thunderbolt without any issue... I know some have had issues with their phones but I have not so maybe it isn't Android but certain handsets.
@Peter Perry
Were are your facts. It has been reported several times that andorid tabs are not selling. There has been rportes showing that tablets makers are reducing the amount of tablets being made because they cant not compete with ipad sales.
You post way to much on here Peter and mostly non sense. I dont know which one of the two are you, a poster child for android or Apple hate.
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@illwill112 Wow... You call his posts nonsense and yet yours is chock full of spelling and grammatical errors... Peter Perry gets a bit overzealous but I can read his posts without having to mentally correct the language errors.
@illwill112 Dude, he said that no real numbers were release... What is to dispute about that?

As for my evidence, Motorola had their XOOM in roughly 5000 stores and most that I checked had no more that 3 Tablets... That is roughly 15000 tablets out of 250000 shipped... Now keep in mind that was 2 months ago and the Wifi model had only hit the market 2 weeks earlier...

Why did I point that out? because guys like James Kendrick were speculating that as little as 25000 of the XOOMs were actually sold.

Next, look at the Transformer, the 32 Gig Tablet has been impossible to get since launch and they have been out for almost 2 Months!

If you couple this with the recent high praise of the Galaxy Tab 10 I would say they are not doing as bad as he posted...

Do I think collectively they are out selling the iPad, nope and I don't think it is close just yet... Do I think it will catch up, yes I do and in pretty short order.
@Athynz thanks man, I appreciate that... As I said in the past, I am not Anti-Apple, I really want them to change their approach to limiting their market and just let it manage itself.

Am I against them policing the Code or preventing Malicious Apps from getting into the App Store? nope, not at all but I really believe they have taken it way too far and I really resent the company for that. Out of all this I really hope it does give Apple pause to rethink their heavy handed approach.
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@Peter Perry Until the issues with the incompatibilities get straight with the hardware manufacturers (i.e. the SD Card issues with the Xoom) and the prices for Android tablets lowered the momentum will not be there when for a few (and by a few I mean less than 50 bucks) more bucks one can get an iPad which has a proven track record.

For myself I'm good dual booting the stock OS and Gingerbread on my Nook Color.
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Got my Asus..Transformer
Uralbas 28th Jun
And no.. the Nook is nice but slow.

The iPad2 is not versatile enough... (try deleting files / using flash enable sites or changing language and back.. you will then wonder.. is this really an Apple device?)
@athynz You know, I was thinking about the SD Card in Honeycomb... See Google is completely redesigning their approach to the SD Card support and why are they doing this? Well, you see, Apple did something that is often mocked but pretty smart if you are going after the corporate Market, they removed the ability to copy things to an SD Card!

I believe that Google is creating a more secure approach to the SD Card and that's why the kernel currently supports it but the front end doesn't.

The Nook is decent, when rooted but I have to tell you for a 7" Tablet, that HTC Flyer is hard to beat and seems crazy fast. Well, there is the Playbook as well.
What exactly does that mean to developers looking to make money? The game developer like id Software for instance looking for less fragmentation and higher revenue from a platform? Or accessory manufacturers looking to support the most popular device on the market? How does this 500,000 activation a day w/w on a "platform" change things for them, VS what they're getting from the other platform?
@dave95.
Well, what it means is that the number of Android phones being activated are skyrocketing. If developers want to reach the most customers, they should adopt a cross platform, I mean all of them, implementation strategy.
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@hoaxoner

Unrealistic for the average developer to support all platforms at once. They are currently choosing iOS first and developing for Android second (if at all). You can tell with some apps when compared side by side which platform is priority and which is really an afterthought. iOS apps are generally more polished than Android's.

But why? I mean just like you've said Android activations are skyrocketing. Shouldn't this translate into them pulling in more developers than Apple with their two phones? Andy Rubin trots out and twit how much they activate daily every few months. But if everything else stays the same. Developers continue to flock to iOS instead of Android because they make so much more on that platform. What's the point?
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YEAH!! dave95 YEAH!!!
woulddie4apple 28th Jun
Exactly like you, I can't wait for Android, WP7, and WebOS to die so that all developers develop solely for iOS!

YEAH!!!
@woulddie4apple (aka Zealot)

Why would I want that? Competition is what drives innovation, and pushes the market forward. It drives down cost which at the end makes me a happy customer.

Please troll elsewhere "Zealot".
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Not what he said my friend...
James Quinn 28th Jun
@woulddie4apple
He's just pointing out that the old rules don't seem to apply as of yet and one might take a look into the past and realize that they in fact never actually did or were the rules at all.

Pagan jim
@hoaxoner They are, more and more we are seeing Apps on both Platforms and contrary to the belief of some people do buy Apps on Android.
Why are tablets activated? Most Android tablets I've seen are WiFi only.

As to accessory manufacturers, who buys a phone specifically so they can buy extra stuff for it?

The best hardware volume gets the software developers. I know a lot of WinTel PCs were bought to only to run a specific software package, if that package ran on Liunx that would have been what they got.
@wkulecz The activation is setting up the tablet and linking it to a Google account. While not every device has to be linked as such, I would imagine that a vast majority are if only for the reason that you are asked to do it immediately after powering it on for the first time. (This may not happen if you purchase a remanufactured device, like I did.)

And if you want to use the Android Market, you have to activate the device with a Google account anyway.
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My cellphone has wifi on it. I don't need to pay twice for the service. And it doesn't burn my battery down.
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ANDROID says Goodnight to Nokia..............
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@Sultansulan
Now go back upstairs before your mommy yells at you! happy
@Sultansulan
I still think, in the end, Nokia will adopt Android.
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@hoaxoner Sadly, I have to agree with you, but it won't be until Elop is eventually replaced as Nokia CEO.

I really just don't see how the Nokia/Microsoft alliance is going to help either. There were two schools of thought after the announcement:

A) WP7 will help Nokia regain a foothold in the United States Market where they're severely lacking;
B) Nokia will help elevate WP7 to a more mainstream OS.

The problem is neither of those arguments really hold water. Here's why:

A) Since Nokia, currently, doesn't make CDMA-LTE phones, only GSM-LTE ones, Nokia's original entries into the WP7 market in the United States are going to end up on AT&T/T-Mobile, which already holds the lions share of WP7 devices (6 between the two companies vs. 2 on Sprint & Verizon combined). They'll be putting their eggs, at least in the U.S., in one basket that's already saturated with WP7 devices.

B) WP7 is already available worldwide in nearly every major population center. It's lacking in Asia, but it's available on carriers near everywhere else. Its reception has been lukewarm, at best. If sales are sluggish with the three existing OEMs running the same OS, I can't see people immediately changing their minds in the European, African and Asian markets on WP7 simply because this new device says NOKIA rather than Samsung, LG or HTC, especially since Nokia is going to continue marching on with both Symbian and MeeGo at the same time.

Eventually, to meet their goals of more North American distribution, Nokia is going to either have to do significant work getting MeeGo as a competitor OR adopt another OS - the only other one being Android.
The only conclusions I draw from this blog post is that RIM's and Nokia's platforms are fading into oblivion.
As for Android and iOS, I'm not too worried.
Makes one wonder.... I finally found a 32gb ASUS Transformer tablet; bought it; luv it! My use of it is growing while my use of my UL and iPad are scaling back..

But... where is the stock?
It took a good bit of searching to find one..
They sell a $100+ less than an equivalent iPad2..

Why? I want another one! grin
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Are you on commission?
James Quinn 28th Jun
@rhonin
I've read a lot of your posts that pretty much read roughly the same way. Time and time again like it's a sales pitch.

Pagan jim
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YEAH!!! COMMISSION!!! YEAH!!!
woulddie4apple 28th Jun
@James Quinn
He would have to be since no one would evangelize for ASUS without getting paid. While I will admit that your posts and my posts always read like a sales pitch, it is only because we love Apple so much and it is not because we get paid by Apple. YEAH!!!
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@woulddie4apple
27" iMac and an iPhone 4. I do not own any sort of Apple laptop nor tablet yet you will find me on those Apple related articles for I find that people like you often need the bloody obvious pointed out to them but not because I own a iPad or iPad 2.... I may own an iPad 3 however but only time will tell that tail. I do like Apple and it's way of doing things I've found through many years of trial and error that of all methods to this point Apple's works best for me and I've said that in the past as well. So do I really like Apple sure do but it is an appreciation Apple has earned while others have not. Do I love Apple that is a strong word and I for one would not use it for a company no matter how well it's way of doing business works for me.

Pagan jim
@James Quinn
chuckle grin

Someone has to pitch something else beside the iApple.
I have taken it upon myself to do what I can.
Besides, I like the Transformer!!!

Yee-Haa!!!! Go ASUS!!!!

grin

feeling snarky today....
@James Quinn

and your iPad will be left collecting dust.

Give it a whirl.. and see what is about.

iPad was not a good product
iPad2 is a nice product, unfortunately it uses IOs that limits you is so many ways.

After using the iPad2 because there were not real good Android alternatives I got my hands on an Asus Transformer and.. there is no need to even look at the iPad2. Can't wait to get a quad core version later this year.
@James Quinn Why? because he isn't praising Apple?
That information is very useful! I appreciate your good job! Vietnam Travel Forum

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