IDC says Android down, iOS up in sales
Worldwide media tablet shipments increased 88.9% on a sequential basis and 303.8% over the previous year in the second quarter of 2011 (2Q11) to 13.6 million units, according with the International Data Corporation (IDC) Worldwide Quarterly Tracker Media Tablet and eReader. Based on these good results in the second quarter, and an improved outlook for the second half of the year, IDC raised its forecast of shipping from 2011 to 62,500,000 units from an earlier projection of 53.5 million units.
Worldwide sales of compressed media in the second quarter were driven by continued robust demand for iPhone 2, which saw shipments to 9.3 million units, representing a 68.3% share of world market (compared to 65.7% the previous quarter). Research in Motion entered the market of media tablets in 2Q11, with its products playbook, taking a share of 4.9% market share. The strength of Apple and RIM’s entry is bad news for Android tablets based on the media, who saw their collective share slip to 26.8% versus 34.0% the previous quarter.
Looking into the second half of 2011, IDC expects Android to cede market share in 3Q11 (dropping to 23%) before it starts to grow its share again in 4Q11 (25.9% increase) and beyond. In addition to the continuing demand for Apple iPad, IDC expects many consumers who were on the fence about buying a tablet of the media to collect $ 99 touchpad as a result of HP’s decision to end production of its product Tablet PC. IDC expects about a million touchpad to send on the channel before the end of the year. As a result, WebOS market share worldwide is expected to reach 4.7% in 3Q11. However, without a clear plan to license or sell the operating system to other manufacturers, IDC expects the WebOS market share to reduce to zero by the 1Q12.