The iPad has a 61 percent share of the tablet market in the last quarter, according to research firm Strategy Analytics -- but not everyone is convinced that its numbers are accurate./article-new/2011/07/ipad2_hero.jpg?lossy)
The firm claims Android increased its share to 30 percent, up from just 2.9 percent a year ago, when Apple claimed 94.3 percent of the tablet market. But Daring Fireball's John Gruber isn't buying it.
Looks like those numbers are for units shipped, not units sold. Except that for Apple those numbers are one and the same, because they’re selling iPads as fast as they can make them. Judging by Google’s own numbers for Android OS versions in use, it sure seems like a lot of Android 3 tablets are sitting on store shelves.
Gruber points out that same research firm, Strategy Analytics, placed iPads at a 75 percent share in the holiday quarter last year -- but it only looked at shipped products. Not those actually in the hands of customers.
In its earnings call earlier this week, Apple COO Tim Cook noted that at the end of the June quarter "we were still selling every unit we could make during the quarter and that was the situation as we ended the quarter."
During the same call, Tim Cook had much to say about how Android "activation" numbers are calculated versus iOS:
I think the Android activation number is a difficult one to get our hands around, because unlike our numbers, which you can kind of go to our data sheet and you can add the iPods and the iPads and make a reasonable approximation of the iPod touch which spans over half of our iPod sales. You can quickly see that in the June quarter that we sold over 33 million iOS devices and across time, as Peter mentioned in his opening comments, we are now over 222 million cumulative iOS devices. And so we think this is incredible. And so our numbers are very straight forward, they're transparent and they're reported quarterly.
With Apple selling record numbers of iOS devices, and recording record profits, the Apple brass don't seem too concerned with Android's tablet numbers.
Regardless, with the public buying every iPad Apple can make, there doesn't seem to be much Apple needs to do -- other than build more iPads.
Top Rated Comments
(View all)We've seen this story before (http://andersonmichael.wordpress.com/2011/06/24/sold-not-shipped/). After all, Samsung claimed it had already sold 2 million Tabs six months ago.
I haven't seen any tablet in the wild yet.
Walk in tall grass with lots of Poké Balls, eventually you'll see and catch one. ;)
I've been blessed with the opportunity of mass-deploying iPads for our school, only 1120 left to go! I've yet to see anything other than an iPad in the wild also.
All I see is iPads and Kindles out there. But I don't consider a Kindle a tablet.
The iPad is dominating the tablet market in such a way that certain other companies are trying to find ways to create market studies that show otherwise. It's an old game.