iPad 2 IS the Tablet Market
Strategy Analytics released a research report about global tablet shipments. And, of course, Apple’s iPad is dominating the tablet world with a 61 percent market share. Windows Tablets, according to the report, hold a 4.6 percent share for Q2 with PlayBook by RIM only achieved a 3.3 percent market share, says Reuters. PlayBook was released in April by RIM to sluggish sales and very unimpressive reviews. RIM shareholders had such high hopes for this device to revive a company who had missed the mark with the smartphone market also.
Apple’s iPad is the market leader and has fought off Google’s entry into the tablet market, whose Android software is used in tablets made by Motorola and Samsung. Apple reported strong sales of the iPad 2 just a few days ago. These record numbers of iPad’s sold occurred during the surge of competitor’s tablet launches. The 1st generation iPad has been on sale since April 30, 2010, which include five reporting quarters. Consider this, iPad sales for each of the last 5 quarters as reported by Apple are: 3.27 million, 4.19 million, 7.33 million, 4.69 million, and 9.25 million. Notice that when the competition was the most fierce was when the iPad 2 sold the most (9.25M) and set records.
“Global tablet shipments reached 15.1 million units in Q2 2011, surging 331 percent from 3.5 million in Q2 2010. Consumer and business demand for touchscreen computers remains high. Apple shipped a record 9.3 million iPads and registered a healthy 61 percent global tablet market share during the second quarter of 2011. However, Apple has drifted down from 94 percent share in Q2 2010 due to a rising number of competing software platforms.” said Peter King, Director of Strategy Analytics.
Point number 1 is: the iPad created the tablet market where the likes of RIM, Android and Windows 7 are trying to compete. Point number 2 is: shipments of tablets are not the same as sales. Meaning, PlayBook has shipped millions to their retailers and the Strategy Analytics numbers include those RIM tablets that are collecting dust sitting on shelves. In the case of the iPad 2, Apple is shipping and selling the iPad 2 tablet as fast as they can make them. Apple has only recently actually caught up their manufacturing to demand with shorter shipping times.
We think this all sounds so familiar back to when Apple first introduced the last revolutionary device that changed the music industry. The iPod did not enter the Mp3 device player market. It created it. And we all know what happened to Zune. Playbook by RIM is essentially D.O.A. and the Android tablet may in the end be referred to as Zune 2. So is there really a tablet market or is it just an iPad market place where companies compete?