Apple CEO Tim Cook is speaking live at the Goldman Sachs Technology conference, where he is now specifically talking about the iPad and market share.
“I think the tablet market will be huge. It is a huge opportunity for Apple. It is one of those areas that show—what I mentioned earlier—of software and hardware services being integrated and creating an experience that is jaw dropping. In context, HP, the world’s largest PC seller, sold 15 million PCs…there were more iPads sold than HP sold of their entire PC lineup. So, there has been a change here. We’re in the early innings of this game.”
The chief executive also said Apple is attracting people who have never owned a PC, as well as those who owned them but never had a great experience: “If you look at what we bring there, we worked on our experience. Over 300,000 apps take advantage of the canvas that is iPad. Other guys only have a few hundred. We have a big lead in this area.”
Cook further said there were twice as many iPads as Android devices bought on Black Friday 2012 and attributed those sales to Apple sweating the details, but he also reiterated that his company does not focus on market share: “I have no idea what market share is, because we’re the only company that reports what we sell.”
Despite not focusing on market share, Cook said the iPad is also being sold in a large way in all the key markets. The data even points to the iPad being used at a much-higher degree than what the share might be, and he claimed this is because the iPad is superior to the competition.
“The age-old model of everyone doing a sliver of something…customers aren’t buying it,” he added.