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Kindle Fire pushes Android tablet market share over 40 percent in Q4 2011

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IDC just released its Q4 2011 report on tablet shipments and Apple continues to lead the market with 54.7-percent of global market share despite being down from 61.5-percent in the quarter before. Apple did increase shipments to 15.4 million units in Q4 (up from 11.1 million in Q3), but experienced an overall decrease in market share thanks to strong gains from Amazon’s Kindle Fire and other Android devices from competitors such as Samsung.

Kindle Fire is now the iPad’s biggest competitor with 16.8-percent of the tablet market due to 4.7 million units shipped during Q4, which is followed by Samsung with 5.8-percent of the market (up from 5.5-percent in Q3). IDC noted Apple’s results for the quarter represent “an increase of 110.5-percent from 4Q10.” The Nook Tablet from Barnes & Noble came in fourth, but it fell slightly to 3.5-percent of the market (from 4.5-percent the quarter before). Pandigital took the No. 5 spot, but it is down from 2.9-percent to 2.5-percent market share.

As for iOS vs. Android, IDC is expecting Android to overtake iOS for global market share by 2015 and noted that Android now has 44.6-percent of the market as of Q4 2011. That resulted in a decrease for iOS, which fell from 61.6-percent to 54.7-during the quarter. As we noted before, IDC’s report accounts for tablet shipments and not actual sales. We know Apple typically sells as many new devices as it can make, and the same cannot be said for devices shipped by all Android vendors. Research Director at IDC’s Mobile Connected Devices Tom Mainelli talked about the report:


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Android achieves Windows-type monopoly in Taiwan as HTC overtakes Nokia in sales volume and value

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Android is the dominant smartphone platform pretty much everywhere, but nowhere is Google’s lead more evident than in Taiwan, the country traditionally on the bleeding edge of technology. According to the Asian trade publication DigiTimes which cited the latest data from IDC, the 990,00 smartphones accounted for half the 1.97 million cell phones shipped in Taiwan during the second quarter of this year.

Taiwan will probably become the first country where all phones will eventually become smartphones as shipments of feature phones dropped 17 percent sequentially and 32 percent annually: As for Android:

Android-based smartphones accounted for over 70% of all smartphones sold in Taiwan in the second quarter, followed by iOS and Symbian models, the data showed.

Mind you, this isn’t the Android-iOS monopoly any more, this is a Windows-type monopoly and it’s unfolding in Taiwan before our very eyes. Makes you wonder if that’s a sign of things to come elsewhere in the world. The gap between Android and iOS in Taiwan is unheard-of. And with just 30 percent of smartphones divided between iOS and Symbian, Apple’s platform is likely far behind Android in Taiwan. Of course…


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IDC: Android tablet market share to increase in Q4, iPad 2 still dominates

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IDC has just released their second quarter results for tablet and eReader shipments as well as an updated forecast for the remainder of 2011. While Apple continued to dominate with 68.3% of the global market during Q2, IDC expects Apple’s share to fall as vendors bring competitive Android devices to market later this year and early next.

The study reports second quarter tablet shipments worldwide increased 88.9% (303.8% year over year) citing robust demand for the iPad 2 and sales of 9.3 million units, leading the firm to raise its estimates for the remainder of 2011 from 53.5 million units to 62.5 million.

From the report:

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Samsung closing 20M units gap between Nokia to become #1 phone maker in H2 as Android reaches 50+ percent penetration

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If you deemed the nearly 20 million smartphones Samsung shipped in the June quarter an impressive figure, brace yourself for even more extraordinary achievement in the second half of 2011 as DigiTimes reports that Samsung “has placed orders for 30 million touch sensors used to make four-inch AMOLED screens”. Suppliers Chunghwa Picture Tubes and others are said to be the prime beneficiaries of Samsung’s booming smartphone business. Of course, Samsung sources touch sensors from other suppliers so their final order may well exceed the quoted figure. As evident in the below chart from Asymco’s Horace Dediu, the Korean company’s been growing at an exponential rate, eclipsing Apple’s 142 percent annual growth in iPhone shipments.

The company, however, all but displaced Apple, which just toppled Nokia to become the world’s leading smartphone vendor. Being the leading Android backer, Samsung’s success has helped the Google operating system reach more than 50 percent platform share of all smartphones, more than double the iOS share of 19 percent, per latest Canalys survey. That said, it’s entirely plausible that this year Samsung could overtake Apple and become both the world’s leading smartphone vendor, while Apple remains the industry’s leading player in terms of revenues and profit. Also notable, a  gap between Samsung and market leader Nokia is narrowing fast…


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Analyst says Android losing steam in America to Apple’s unreleased iPhone 5

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While we’re at it, check out the sharp decline of RIM’s once powerful BlackBerry platform.

It’s always a good idea to take whatever analysts are predicting with a healthy dose of skepticism. That said,  Needham’s Charlie Wolf cites IDC data that portrays Android as losing ground to iOS in America. Android, of course, is the country’s leading smartphone platform which in the first quarter grabbed a whopping 49.5 percent of the smartphone market while Apple’s iPhone had 29.5 percent. The momentum cannot continue forever so it’s little surprise then that Android controlled 52.4 percent of the market in the quarter-ago period. Fortune’s Philip Elmer-DeWitt calls this Android’s “first sequential loss ever in any region of the world”, quoting Wolf’s Monday note to clients:

In our opinion, this is just the beginning of Android’s share loss in the US. The migration of subscribers to the iPhone on the Verizon network should accelerate this fall when Apple coordinates the launch of iPhone 5 on the GSM and CDMA networks. The iPhone could also launch on the Sprint and T-Mobile networks.

It looks like ol’ Charlie’s trying to offload some AAPL shares. He argues that…
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