There's good news and bad news for Apple (NASDAQ:
) this week. First it was revealed that, if you combine shipments
of both tablets and computers, iPads account for one out of every
six PCs shipped during the fourth quarter. Better still, if Apple
were to combine sales of the iPad (which came in at
22.9 million units
) and sales of the Mac (which sold 4.1 million units), the
company has technically shipped and sold more PCs than its
nearest competitors -- Hewlett-Packard (NYSE:
), Lenovo and Dell (NASDAQ:
Now for the bad news: despite Apple's tremendous overall
growth, the company could not keep its competitors from
encroaching on the prized tablet market. While Apple had
previously held more than 50 percent of the market on a quarterly
basis, researchers at
have found that Apple fell to 49 percent during the fourth
This is the first time that Apple commanded less than half of
the tablet space.
"Apple timed the launch of the iPad Mini well," Pin-Chen Tang,
Canalys Research Analyst, said in a
. "Its success proves there is a clear demand for [tablets] with
smaller screens at a more affordable price. Without the launch,
Apple would surely have lost more ground to its competitors."
While the decline is not necessarily a sign of weakness (iPads
are still a very hot commodity), it is a strong indicator that
Apple may be unable to maintain its market share as the industry
According to Canalys' research, Samsung shipped 7.6 million
tablets in the fourth quarter, "An increase of 226%, driven by
its ability to push products down into lower price bands."
"The sub-$200 price bands now feature products from
established players that do not rely on low-quality components,"
added Tom Evans, Canalys Research Analyst, who was also quoted in
a company release. "Those who control ecosystems, such as Amazon
and Google, can obtain revenue from content sales, but pure
hardware OEMs must accept decreasing margins or exit."
) shipped 2.7 million tablets in the fourth quarter, indicating
that the Nexus 7 and Nexus 10 were unable to eclipse the
, which suggested that Google would ship at least one million
units per month. With only 2.7 million tablets, Google shipped an
average of no more than 900,000 units per month during the fall
Last but not least, Canalys said that shipments of Amazon's
) Kindle Fire grew 18 percent. The company shipped 4.6 million
units worldwide last quarter. Canalys believes that Amazon's
global expansion "masked a decline in its home market, as it
struggled to upsell customers to its larger-screen products."
(c) 2013 Benzinga.com. Benzinga does not provide investment
advice. All rights reserved.
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