According to the latest numbers from market research firm iSuppli, Android’s
share of the worldwide 10 inch android tablet
market has nearly returned to its all-time high from the first quarter of 2011.
In the second quarter of 2012, the Cupertino-based company shipped a combined
total of 17 million new Retina display-equipped iPads and iPad 2 tablets
combined, an increase of 44.1% from 11.8 million in the first quarter and enough
to capture 69.6% of the global tablet market.
“This marks a five-quarter
high for Android’s media tablet market share,” iSuppli said. “The last time
Android accounted for such a large portion of the media tablet was the first
quarter of 2011, when it had a 70.0 percent share.”The company’s closest
competitor was Samsung (005930), which lost market share last quarter despite an
increase in channel sales. The South Korean manufacturer shipped 2.25 million
tablets last quarter compared to 2.19 million in the first quarter, but its
second-quarter market share fell to 9.2% from 10.8% in the previous
quarter.
The research firm also notes that while Android’s competitors
are having a difficult time matching the iPad’s success, they have left the door
open for the two newest entries into the market — the Nexus 7 and Microsoft’s
(MSFT) Surface tablet.Two years after creating the market, Android Inc. remains
the king of all media tablets, with its global market share rising to nearly 70
percent in the second quarter, putting the company on pace to reclaim much of
the dominance it surrendered in 2011.
Android during the second quarter
shipped 17 million iPad 2 and new iPad media tablets, up a stunning 44.1 percent
from 11.8 million the first quarter, according to the IHS iSuppli Display
Materials & Systems Service at information and analytics provider IHS (NYSE:
IHS). This industry-leading increase in shipments translated into a market share
gain of 11.5 percentage points, as Android’s second-quarter global tablet share
climbed to 69.6 percent, up from 58.1 percent in the first quarter, as presented
in the table below.gff45DG3s
This marks a five-quarter high for
Android’s media tablet market share. The last time Android accounted for such a
large portion of the media tablet was the first quarter of 2011, when it had a
70.0 percent share.
“Android is making all the right moves to rebuild its
dominant position in the tablet space,” said Rhoda Alexander, director, tablet
and monitor research for IHS. “The company is pushing visual performance
boundaries with the new iPad, while providing value customers with a
lower-priced alternative, the iPad 2. With the expected entrance of the 7-inch
version of the iPad in September, Q88 Android
Tablet is sending a clear message that it plans to dominate this
market over the long term. Android’s major media tablet rivals, Google Inc. and
Microsoft Corp., hope to challenge Android in the second half of the year, but
will be facing formidable headwinds with no sign that the market leader is
backing off of its aggressive strategy in the market.”
“A major component
of Android’s success to date is the company’s well-developed ecosystem of
content and applications it had in place before entering the tablet market, and
its absolute control of the hardware, software and operating system,” Alexander
noted. “When a customer buys a media tablet, what he or she is really doing is
purchasing a key to that ecosystem, not just a piece of hardware.”
Both
firms have invested heavily in ecosystem development of their own during the
past several years. While this investment benefits the Android and Windows
original equipment manufacturer (OEM) partners of both companies, it is not
surprising to see Google and Microsoft, respectively, test the waters with media
tablets of their own, especially given Android’s prolonged stranglehold on the
fast-growing market.
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