Apple’s iPad maintains a narrowing lead, still almost a third of all tablets sold

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Research firm IDC is out today with new data on the state of the tablet and 2-in-1 market in the first quarter of 2014. As you might expect after Apple’s most recent earnings report, Q1 unit shipments of iPad were down by 3 million from 19.5 million to 16.4 million between 2013 and 2014. For its part, Apple attributes its Q1 2013 iPad sales as inflated due to demand for iPad mini in Q4 2012 being fulfilled in the following quarter when supply was less constrained.

That may be, but the iPad also saw a drop in tablet market share between the first quarter of 2013 and the first quarter of 2014. According to IDC’s data, Apple dropped from 40.2% market share in Q1 2013 to 32.5% market share in Q1 2014 while Samsung saw unit shipments increase as well as marketshare. Despite Samsung’s gains, though, Apple still dominates the tablet market more than any other one company leading Samsung by 10 percentage points in market share. Read more

By the numbers: a breakdown of Apple’s Q2 2014 earnings call

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Apple went over its Q2 2014 earnings today on its quarterly conference call with CEO Tim Cook and incoming CFO Luca Maestri. The company announced that former Burberry CEO Angela Ahrendts will finally be joining the executive team as SVP of Retail. Cook also addressed the recent debut of Microsoft’s Office productivity suite on the iPad.

But, as with any earnings call, the numbers that define Apple’s success or failure in the market took center stage. Here are some of the big ones you might have missed:

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Analyst says iPad tops other tablets in Q4, accounting for a third of all tablets sold in 2013

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Strategy Analytics reported its tablet figures for 2013 and unsurprisingly, iPad remains in first place with 33.9% marketshare. Marketshare growth has dipped slightly, however, year-on-year as iPad accounted for 35.7% of tablet sales in Q4 2012.

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In terms of unit growth, Apple rose 14% compared with the year-ago quarter. The second-place position goes to Samsung, with 17.7% marketshare (although this means annual growth was more than 80%). Apple sold just under double Samsung’s shipments for the period, so even though Apple’s growth has slowed, there is still a significant gap between first and second place.

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iPhone market share continues to fall, but it’s Samsung feeling the pressure

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While Android reaching almost 70 percent of smartphone sales across 12 key markets is the headline, with iOS falling to just under 24 percent, it is Samsung feeling the pressure, says Kantar, reporting sales figures for the final quarter of 2013.

After years of accelerated growth, Samsung is now coming under real pressure in most regions, with European share down by 2.2 percentage points to 40.3% and in China its share ended the year flat at 23.7% [...]

Apple has lost share in most countries compared with this time last year, but importantly it has held strong shares in key markets including 43.9% in USA, 29.9% in Great Britain and 19.0% in China …  Read more

iPhone market share in China more than doubled following 5s and 5c launch

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Data from smartphone market intelligence specialist Counterpoint shows that iPhone market share in China more than doubled between September and October even before launching on the country’s biggest carrier, China Mobile.

Apple’s market share rose from just under 5 percent to 12 percent, taking it from 6th place to 3rd place, behind Samsung and Lenovo …  Read more

iOS market share continues to fall, but Apple unlikely to be worried

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The headline news in the latest IDC stats might look like bad news for Apple: iOS Q3 market share dropped from 14.4 percent last year to 12.9 percent this year. But it’s a number that is unlikely to lead to too many sleepless nights in Cupertino, for four reasons.

First, Apple isn’t competing with most of the Android market, which spans all price-points, only the top end of it. Samsung has been struggling to make money from its flagship handsets, with most of its profits coming from low-end models, while HTC has been in all kinds of trouble. Looking at Apple’s market share in the smartphone market as a whole is the most academic of exercises.

Second, while market share is down, shipments are up: from 26.9M in Q3 last year to 33.8M in the same quarter this year.

Third, for most of Q3 savvy iPhone buyers were holding fire, waiting for the new models Apple launched almost at the end of that quarter. The iPhone 5s and 5c between them notched up a record 9M sales in just the opening weekend. Q4 is where it’s really at …  Read more