There was a time not so long ago that the iPad accounted for something like 80% of all tablets shipped and 99.9% of all tablet revenue (slight exaggeration, perhaps).
With everyone and their dog releasing an Android tablet this year, it comes as no surprise to hear that tablets running Google’s OS out-shipped the iPad in Q3, but for the first time ever, they’ve claimed more quarterly revenue.
That’s the story according to Morgan Stanley’s resident blondie (and perhaps more importantly Managing Director), Katy Huberty. K-Hubs appears to use the recent IDC tablet figures and, er, a spot of black magic to fill in the blanks.
In an investor note, she scribbles: "For the first time, Android devices accounted for a greater share of the market in revenue terms than iOS. Android revenue share reached 46.2% in 3Q13, for the first time exceeding iPad share of 45.6%. Android's unit share grew to 66.7% from 58.5% a year ago, largely driven by Samsung and Lenovo, while iPad share declined to 29.7% from 40.2%."
Of course, Apple recently released a pair of new tablets, namely the iPad Air and iPad mini Retina, and as Tim Cook recently promised: “It’s going to be an iPad Christmas.” As such, expect those figures to change quite dramatically come Q1 2014.
In any case, Android manufacturers teaming up to beat the iPad in revenue is really nothing worth applauding. When one single Android manufacturer goes head to head with Apple, then we’ll applaud, but even then it’ll probably take an army of devices versus four iPads. Just saying.