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Tablets: Apple’s Lead Narrows Among Widening Field Of Android Makers

With the tablet market now overtaking PC sales, all eyes are on which platform will dominate this next generation of computing devices. A report out today from Strategy Analytics said that for Q4 it was Apple (NSDQ: AAPL), the company that effectively created the market for tablets two years ago with the iPad — although its lead is continuing to narrow amongst an ever-increasingly crowded field of Android tablet makers.

Apple, it said, remains the single-biggest company in tablets. Almost mirroring 15 million in iPad sales that Apple said it achieved for the quarter, SA says the iPad accounted for 15.4 million all shipments (not sales) in the quarter, compared to 10.5 million shipments of all Android-based tablets.

In terms of market share, that worked out to 57.6 percent for the iPad versus 39.1 percent for all Android tablets. Overall the market saw overall tablet shipments of 27 million units for the quarter, representing growth of 150 percent over the year before. For all of 2011, there were 66.9 million shipments, 260 percent higher than 2010.

The new report (link here) made very little of Microsoft’s tablet effort to date. It only has one percent of the market, and accounted for 400,000 shipments. Just as it had to do with smartphones, Microsoft (NSDQ: MSFT) will effectively be starting from scratch when it launches its next-generation OS, Windows 8, later this year. Rather damningly, the PlayBook from RIM (NSDQ: RIMM) doesn’t make it into the individual rankings, and instead gets lumped into “other” category with possibly a few straggling sales from the now-discontinued TouchPad from HP (NYSE: HPQ) running on WebOS.

Frustratingly, Strategy Analytics does not break out any estimates for how individual Android makers have done, although it does note that Amazon (NSDQ: AMZN), Samsung, and Asus (in that order) are driving volumes among the “dozens” of models on the market at the moment.

However, this does raise another issue: Given the ongoing fragmentation in the market — Amazon’s “forked” version of Android for the seven-inch Kindle Fire, for example, being very different from that of the Honeycomb-version of Android used in the Galaxy 10.1 — and the fact that this fragmentation does not represent much cohesion in terms of services, how useful it is to count all Android tablet shipments in one category, and, more generally, how accurate are those shipment figures when it comes to actual sales?

3 Responses to “Tablets: Apple’s Lead Narrows Among Widening Field Of Android Makers”

  1. Ingrid Lunden

    Hi George. The writer here. I think you’ve answered your own question on the distinction of shipments versus sales. Separately, I agree that shipments are kind of a frustrating metric, especially knowing that some shipments will not match up to actual sales. As more than one analyst has pointed out to me when asking about this (as I do) shipments eventually “correct” themselves over subsequent quarters. That is to say, eventually, that stock, sold or unsold, will come through in a company’s bottom line. Meanwhile, the numbers can serve as a useful barometer for what is actually available in the market for people to consider buying, and you can’t argue that there are not a lot of Android tablets to choose from today…

  2. George Wedding

    …The reporter tried to deal with this by using the phrase “iPad shipments (not sales)”, but it is common knowledge that Apple sells every iPad it can manufacture. Sorry, but while iPad shipments are the same as iPad sales, Android shipments are not the same as Android sales.

  3. George Wedding

    The numbers in this story compare actual Apple iPad sales with Android “shipments” to retailers (not actual Android sales). Android vendors don’t even report actual tablet sales numbers — for obvious reasons — Google’s platform isn’t making much headway in the “tablet market” (which really is just an “iPad market”). The real numbers are more like 80- or 90% iPad sales to 10- or 20% Android sales. So, not only is the Android tablet market fragmented, it is far smaller than this reporter would have you believe. Why do uninformed writers keep making this mistake over and over again and why do Web sites allow this unverified reporting?