iPad share slides in Q4 following Kindle Fire launch
We have already been seen steep tablet sales in the last couple of quarters – there were 28.2 million tablets shipped worldwide, in the last quarter, according to IDC research. In the report, Apple’s tablet sales are sliding down in terms of market share, despite the whopping figure of 15.4 million slates in the last Qtr. This is due to the exploding growth of other slates in the market. The iPad grabbed 54.7% of the market, down from 61.5% sequentially In Q4 2011. Samsung was the other company gaining market share, but only slightly – it grew from 5.5% to 5.8% in the last quarter of the year.
One more reason behind Apple slide is solid sales performance of the Amazon Kindle Fire which is estimated to have sold an impressive 4.7 million units over the same period. That means Kindle’s share is stands at 16.8% of the global market.
Additionally, IDC forecasts that Android tablets will eventually beat the iPad in terms of market share by 2015. However, they will remain less profitable.
Below is the press release for all the tiny details.
Media Tablet Shipments Outpace Fourth Quarter Targets; Strong Demand for New iPad and Other Forthcoming Products Leads to Increase in 2012 Forecast, According to IDC
Worldwide media tablet shipments into sales channels rose by 56.1% on a sequential basis in the fourth calendar quarter of 2011 (4Q11) to 28.2 million units worldwide, according to the International Data Corporation (IDC) Worldwide Quarterly Media Tablet and eReader Tracker. That represents an increase of 155% from the fourth quarter of 2010. The market experienced stronger-than-expected growth across many regions and at many price points, leading to a full-year 2011 total of 68.7 million units. Based upon the markets’ strong 2011 finish, and the clear demand expected in 2012, IDC has increased its 2012 forecast to 106.1 million units, up from its previous forecast of 87.7 million units.
Despite an impressive debut by Amazon, which shipped 4.7 million Kindle Fires into the market, Apple continued to see strong growth in the quarter, shipping 15.4 million units in 4Q11, up from 11.1 million units in 3Q11. That represents a 54.7% worldwide market share (down from 61.5% in 3Q11). Amazon’s shipment total put the company in second place with 16.8% of the worldwide market. Third-place Samsung grew its share from 5.5% in 3Q11 to 5.8% in 4Q11. Despite shipping more units, including its new Nook Tablet, Barnes & Noble saw its worldwide market share slip to 3.5% (down from 4.5%). Pandigital rounded out the top five, grabbing 2.5% of the market, down from 2.9% the previous quarter.
“Amazon’s widely-reported entry into the media tablet market with a $199, 7-inch product seemed to raise consumers’ awareness of the category worldwide despite the fact that the Fire shipped almost exclusively in the U.S. in the fourth quarter,” said Tom Mainelli, research director, Mobile Connected Devices. “As a result, products across the pricing spectrum sold well, including everything from Apple’s premium-priced iPads (which start at $499) to Pandigital’s line of Android-based, entry-level tablets (which start at $120). The success of market leader Apple was particularly noteworthy, as the company’s shipment total for the quarter represents an increase of 110.5% from 4Q10.”
As predicted, Android made some strong gains in 4Q11, thanks in large part to the Amazon Kindle Fire’s success (the Fire runs a custom version of Google’s Android OS). Android grew its market share from 32.3% in 3Q11 to 44.6% in 4Q11. As a result, iOS slipped from 61.6% market share to 54.7%; Blackberry slipped from 1.1% to 0.7%. WebOS, which owned 5% of the worldwide market in 3Q11, dropped to zero in 4Q11. Looking ahead, IDC expects Android to continue to grow its share of the market at the expense of iOS.
“As the sole vendor shipping iOS products, Apple will remain dominant in terms of worldwide vendor unit shipments,” Mainelli said. “However, the sheer number of vendors shipping low-priced, Android-based tablets means that Google’s OS will overtake Apple’s in terms of worldwide market share by 2015. We expect iOS to remain the revenue market share leader through the end of our 2016 forecast period and beyond.”
Despite the strong growth of media tablet shipments, ePaper-based eReaders also experienced stronger-than-expected growth in the fourth quarter. That growth occurred thanks to sharp price cuts in established markets such as theU.S.andCanada, as well as increasing shipments in regions outside ofNorth America. In 4Q11 the worldwide total increased to 10.7 million units, up from 6.5 million units in 3Q11. That represents a quarter-over-quarter improvement of 64.6% and a year-over-year improvement of 64.3%. IDC expects growth to continue in 2012 as major players such as Amazon, Barnes & Noble, and Kobo look to expand into new international markets.
“Publishers in markets outside ofNorth Americaare only just beginning to warm up to the idea of eBooks,” Mainelli added. “Once Amazon and others persuade these content owners to embrace digital formats, we expect eBook reader shipments into these regions to increase more rapidly.”