Android Tablets Gain Momentum in the Third Quarter, Expectations Remain High for the Holiday Quarter, According to IDC Business Wire FRAMINGHAM, Mass. -- November 05, 2012 Worldwide tablet shipments totaled 27.8 million units in the third quarter of 2012 (3Q12), according to preliminary data from the International Data Corporation (IDC) Worldwide Quarterly Tablet Tracker. The tablet market grew 49.5% year over year in 3Q12 and 6.7% over the second quarter of 2012. Android shipments, led by Samsung and Amazon, surged during the quarter, at the expense of Apple, which saw its share slip notably during the quarter. "After a very strong second quarter, Apple saw growth slow as both consumer and commercial (including education) shipments declined, and rumors of a forthcoming iPad mini began to heat up," said Tom Mainelli, research director, Tablets at IDC. "We believe a sizeable percentage of consumers interested in buying an Apple tablet sat out the third quarter in anticipation of an announcement about the new iPad mini. Now that the new mini, and a fourth-generation full-sized iPad, are both shipping we expect Apple to have a very good quarter. However, we believe the mini's relatively high $329 starting price leaves plenty of room for Android vendors to build upon the success they achieved in the third quarter." Apple's slowdown put a sizeable dent in the company's commanding worldwide market tablet share, which slipped from 65.5% in 2Q12 to 50.4% in 3Q12. The remaining top five tablet vendors all gained share during the quarter as a result. Most notable was the impressive quarter turned out by Samsung—driven by its Galaxy Tab and Note 10.1. Samsung shipped 5.1 million tablets worldwide in 3Q12, up 115.0% from 2Q12; that's an increase of 325.0% from 3Q11, when it shipped 1.2 million tablets. The top 5 was rounded out by Amazon, ASUS, and Lenovo; with all three vendors experiencing sequential growth over 2Q12 while Lenovo and ASUS also saw solid year-over-year growth. Amazon, which did not have product in 3Q11, announced new 7-inch and 8.9-inch Kindle Fire HD tablets late in the quarter, and began shipping the new 7-inch HD version (in addition to a refreshed version of the original 7-inch Fire) in mid-September. This helped grow its worldwide market share from 4.8% in 2Q12 to 9.0% in 3Q12, despite only shipping in the U.S. (the company began shipping into five additional countries in 4Q12). ASUS' share growth was backed by strong shipments of its Google-branded Nexus 7 device; Lenovo's gains were driven by strong shipments in China. "Samsung took advantage of an opportunity in the second quarter," said Ryan Reith, program manager, IDC's Mobile Device Trackers. "The company offers a wide range of tablet offerings across multiple screen sizes and colors, and that clearly resonated with more buyers this quarter. Its growth to 18.4% of worldwide market share during the quarter represents the first time a competitor has attained this level of share since the original launch of the iPad." "Competitors are turning up the pressure on market leader Apple," Reith added. "With the recent introduction of a number of Windows 8 and Windows RT tablets, consumers now have a third viable tablet platform from which to choose. However, price points are critical in tablets, and Microsoft and its partners will have a tough time winning a share of consumer wallet with price points starting at $500." Top 5 Vendors, Worldwide Tablet Shipments, Third Quarter 2012 (Preliminary) (Units Shipments are in millions) 3Q12 3Q12 3Q11 3Q11 3Q12/3Q11 Vendor Shipments Market Shipments Market Growth Share Share 1. Apple 14.0 50.4% 11.1 59.7% 26.1% 2. Samsung 5.1 18.4% 1.2 6.5% 325.0% 3. 2.5 9.0% NA NA NA Amazon.com 4. Asus 2.4 8.6% 0.7 3.8% 242.9% 5. Lenovo 0.4 1.4% 0.2 1.1% 100.0% Others 3.3 12.2% 5.4 28.9% -38.9% All Vendors 27.8 100% 18.6 100% 49.5% Source: IDC Worldwide Quarterly Tablet Tracker, November 5, 2012 (preliminary data) Table Notes: *Some IDC estimates prior to financial earnings reports. *Amazon didn't begin shipments of its tablet products until 4Q11 *Shipments include shipments to distribution channels or end users. OEM sales are counted under the vendor/brand under which they are sold. In addition to the table above, a graphic showing the relative market shares of the top 5 tablet vendors over the previous five quarters is available at IDC.com. The chart is intended for public use in online news articles and social media. Instructions on how to embed this graphic can be found by viewing this press release on IDC.com. About IDC Trackers IDC Tracker products provide accurate and timely market size, vendor share, and forecasts for hundreds of technology markets from more than 100 countries around the globe. Using proprietary tools and research processes, IDC's Trackers are updated on a semiannual, quarterly, and monthly basis. Tracker results are delivered to clients in user-friendly excel deliverables and on-line query tools. The IDC Tracker Charts app allows users to view data charts from the most recent IDC Tracker products on their iPhone and iPad. About IDC International Data Corporation (IDC) is the premier global provider of market intelligence, advisory services, and events for the information technology, telecommunications, and consumer technology markets. IDC helps IT professionals, business executives, and the investment community to make fact-based decisions on technology purchases and business strategy. More than 1,000 IDC analysts provide global, regional, and local expertise on technology and industry opportunities and trends in over 110 countries. For more than 48 years, IDC has provided strategic insights to help our clients achieve their key business objectives. IDC is a subsidiary of IDG, the world's leading technology media, research, and events company. You can learn more about IDC by visiting www.idc.com. All product and company names may be trademarks or registered trademarks of their respective holders. Contact: IDC Tom Mainelli, 650-350-6455 firstname.lastname@example.org Twitter: @TomMainelli or Ryan Reith, 650-350-6242 email@example.com Twitter: @ryanreith or Michael Shirer, 508-935-4200 firstname.lastname@example.org
Android Tablets Gain Momentum in the Third Quarter, Expectations Remain High for the Holiday Quarter, According to IDC
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