An editorial on iPad sales and competition - Page 3

Sil_liS · 08-17-2011, 03:02 PM

Quote:

Originally Posted by kjk

Apple doesn't report shipped, only sold. But a big part of that is because Apple is the retailer in most cases.

So how do you compare numbers? And can you point me to an official report?

kjk · 08-17-2011, 03:13 PM

Quote:

Originally Posted by Sil_liS

So how do you compare numbers? And can you point me to an official report?

Compare what numbers? That's the point. You can't compare what companies report as shipped to what companies report as sold. Apple only reports sold.
Other companies only report shipped.

Apple's latest 10-Q is here. Page 28 shows how Apple reveals both net sales by dollars, and by units.

(and note AppleTV isn't broken out, nor are individual mac models like the Air)

10-Qs are public information for any publicly traded corporation-I do not believe any of the other tablet manufacturers break out unit sales like this-but I don't know for sure.

Sil_liS · 08-17-2011, 03:14 PM

Quote:

Originally Posted by Graham

Apologies, yes, those include phones. I meant to type "android tablet market share".

First one said 20%, but also said:

Quote:

By the first quarter of 2011, the iPad's share had shrunk to a still high 73.3 percent, according to ABI, with Samsung's Galaxy Tab grabbing around 12.5 percent of the market.

and since it talks about Q1, it's old numbers.

Second one quotes same report, so the same numbers.

Third one states 30% in Q2.

kjk · 08-17-2011, 03:18 PM

Just to add, the reason Google's publicly released "Android activations by version" is interesting is because it can theoretically more accurately portray units in a customer's hands, not on some shelf or in inventory, assuming that the activation means "in use".

Sil_liS · 08-17-2011, 03:47 PM

Quote:

Originally Posted by kjk

Apple's latest 10-Q is here. Page 28 shows how Apple reveals both net sales by dollars, and by units.

Thanks.
So for Q2 2011 Apple sold 9.3 million ipads compared to 3.3 million in Q2 2010.
The percentage from Android comes from 4.6 million tablets being shipped in Q2 2011. And while you are right, and not all of the Android tablets that were shipped were actually sold, some of the tablets shipped in previous quarters and were sold in Q2.

Sil_liS · 08-17-2011, 03:55 PM

Quote:

Originally Posted by kjk

Just to add, the reason Google's publicly released "Android activations by version" is interesting is because it can theoretically more accurately portray units in a customer's hands, not on some shelf or in inventory, assuming that the activation means "in use".

It should, but it's difficult to differentiate between phones and tablets. You can't just do it based on 3.x vs 2.x, because there are more models with 2.x on the market, and they tend to be cheaper.

kjk · 08-17-2011, 04:25 PM

Quote:

Originally Posted by Sil_liS

Thanks.
So for Q2 2011 Apple sold 9.3 million ipads compared to 3.3 million in Q2 2010.
The percentage from Android comes from 4.6 million tablets being shipped in Q2 2011. And while you are right, and not all of the Android tablets that were shipped were actually sold, some of the tablets shipped in previous quarters and were sold in Q2.

But again, here is the question. Where are you getting the 4.6 million Android tablet number? Apple's iPad tablet sales are right there in Apple's 10Q -you can even extrapolate them from revenues and get reasonably close.

Show me the 10-Qs of the Android tablet manufacturers with their official sales or even official shipped numbers, and show me how they add up to 4.6 million units. Because I've looked, and couldn't even come close to that based on published figures (not analyst estimates).

RockdaMan · 08-17-2011, 04:30 PM

Quote:

Originally Posted by Graham

If the Android manufacturers were really selling even close to all the tablets they were shipping they would be letting us know...

...the true Android tablet market is still young (i.e. since Honeycomb arrived) and yes, we'll see it grow...

I agree 100% with these sentiments.

RockdaMan · 08-17-2011, 04:33 PM

Quote:

Originally Posted by Lazybones

Do they count the Nook Color as an Android tablet? I imagine most purchasers just use it as an e-book reader, but I've read a lot of posts about people who root and use it as a low-cost tablet.

I think they are counting 'tablets' as configured and built from the manufacturer.

RockdaMan · 08-17-2011, 04:50 PM

Quote:

Originally Posted by kjk

Show me the 10-Qs of the Android tablet manufacturers with their official sales or even official shipped numbers, and show me how they add up to 4.6 million units. Because I've looked, and couldn't even come close to that based on published figures (not analyst estimates).

100x this.

And lets start leaving the OS out of it and just count hardware moved by manufacturer.

Sil_liS · 08-17-2011, 05:25 PM

Quote:

Originally Posted by kjk

But again, here is the question. Where are you getting the 4.6 million Android tablet number? Apple's iPad tablet sales are right there in Apple's 10Q -you can even extrapolate them from revenues and get reasonably close.

Show me the 10-Qs of the Android tablet manufacturers with their official sales or even official shipped numbers, and show me how they add up to 4.6 million units. Because I've looked, and couldn't even come close to that based on published figures (not analyst estimates).

The value gets quoted around, but it seems that it comes from here.

Do you know if Apple considers the ipads shipped to retailers like Amazon as sold?

anamardoll · 08-17-2011, 05:33 PM

I don't want an iPad, but I do want a bigger android tablet than my Nook Color. And better battery capacity would be nice. The clicher would be being able to write with a stylus and have the tablet turn it into text. I'd buy that in a heartbeat and am watching HTC attentively.

I own a lot of apps in the Google Market already. Most of those are compatible for tablet use on my Nook Color. No reason to dump all that and switch to Apple for a tablet device... not to mention that I'm one of those hive-mind Apple haters.

RockdaMan · 08-17-2011, 05:37 PM

Quote:

Originally Posted by anamardoll

I own a lot of apps in the Google Market already.

Quote:

Originally Posted by anamardoll

No reason to dump all that and switch to Apple for a tablet device

I'm all for using the best hardware that I can afford at any given moment.

anamardoll · 08-17-2011, 05:42 PM

Quote:

Originally Posted by RockdaMan

I'm all for using the best hardware that I can afford at any given moment.

Me too. For me that's a Nook Color using a CM7 SD card.

But I wouldn't mind something with a bigger screen, longer battery life, and stylus writing. But it's got to have access to the Google Market -- that's a deal breaker for me.

If that sexy HTC tablet has the stylus writing that the ads claim, that's what Ana is getting for Yule, I think.

kjk · 08-17-2011, 05:49 PM

Quote:

Originally Posted by RockdaMan

I agree 100% with these sentiments.

Quote:

Originally Posted by Sil_liS

The value gets quoted around, but it seems that it comes from here.

Do you know if Apple considers the ipads shipped to retailers like Amazon as sold?

Well, I don't really know Strategy Analytics methodology-you quoted it in Comment #9 above-how did they come up with that figure?

I do not know Apple's arrangement with Amazon.

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08-17-2011, 03:18 PM	#34
kjk . Posts: 3,408 Karma: 5647231 Join Date: Oct 2008 Device: never enough	Just to add, the reason Google's publicly released "Android activations by version" is interesting is because it can theoretically more accurately portray units in a customer's hands, not on some shelf or in inventory, assuming that the activation means "in use".

08-17-2011, 05:33 PM	#42
anamardoll Chasing Butterflies Posts: 3,132 Karma: 5074169 Join Date: Mar 2011 Location: American Southwest Device: Uses batteries.	I don't want an iPad, but I do want a bigger android tablet than my Nook Color. And better battery capacity would be nice. The clicher would be being able to write with a stylus and have the tablet turn it into text. I'd buy that in a heartbeat and am watching HTC attentively. I own a lot of apps in the Google Market already. Most of those are compatible for tablet use on my Nook Color. No reason to dump all that and switch to Apple for a tablet device... not to mention that I'm one of those hive-mind Apple haters.

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