Originally Posted by KC Fish
iPad rebound.... Google Nexus better get to work Q3, it should drop the numbers a bit...
IHS iSuppli: Apple iPad takes 69.6 percent of tablet brand market share in Q2, reader tablets take a bruising
By Jon Fingas posted Aug 14th 2012 5:14PM
An earlier portrait of the second quarter's tablet market share made it quite clear that the iPad was on a rebound, if it was ever in a slump to start with. All those numbers focused on platforms and not brands, however -- we didn't know how the individual makers were doing. If IHS iSuppli's figures are on the ball, there's even more of a discrepancy if you break down the period's results by manufacturer. The iPad staked out 69.6 percent of tablet shipments in the spring. That wasn't just an 11-point jump over a year earlier; it was a level of share Apple hasn't had since the Motorola Xoom was just cutting its teeth early in 2011.
The problem is that these numbers are only valid to compare against themselves. They simply don't include all the manufacturers and most importantly they don't include the "shadow" tablet market. White box tablets in China and India are selling in mass numbers but don't get counted. The last estimate I saw for 2012 was 40-50 MILLION units to ship as white box tablets. That figure is estimated to be 100-150 for 2013. No question that iPad still holds the lead as a single brand among Tier 1 tablets though. I blame MS for being so slow to the game, I think they will make a huge push (if they price it right) but I have my doubts that the push will come in time to make a significant difference this year. We'll see.
(btw, with all the numbers added in, it puts Apple down below the 30% range but it's really hard to tell how accurate the numbers really are without paying out the ass for the actual industry reports on displays.. I looked once and it was somethign crazy like $2k for the reports... regarding our bet, I think I will be close-ish but just not have enough time to catch up... was too aggressive and should have padded with another 6 months!