

Samsung is among the big winners







Samsung tablets
Samsung tablets dominated in Q3, tripling their anemic 2011 sales.





Source: IDC

Comments     Threshold


RE: My analysis...
By theapparition on 11/6/2012 10:40:14 AM , Rating: 2
Marketshare is only one number out of many to describe how well a company is doing, and honestly marketshare is about the only one where Apple is looking even a little bit bad.

Agreed in theory, but this market is a bit different from others, including the PC market.

The average lifespan of the new car is 8 years before buyers look for a new one. TVs and other home electronics are even longer. Even PCs are on a 4-5 year cycle now. Phones and tablets seem to have a 1-2 year churn rate. That's HUGE when it comes to the talk about current sales and market trends.

Within a few years, you can go from the dominant manufacturer to an also ran. We saw that happen both in a positive way for Apple and a negative way for RIM. Two years ago Apple was the market leader and now Android is outselling 5:1 for phones.

Certainly the market is expanding, but if market share trends continue unfavorably to Apple, they could find themselves on the outside looking at what could have been. I'm certainly not attempting to claim they are doom and gloom. They are making quite a bit of money on their products. But at the same time, with the high churn rate of these products, all it takes is consumer sentiment to shift and we can see dramatic changes in the phone/tablet landscape.

RE: My analysis...
By nafhan on 11/6/2012 3:10:33 PM , Rating: 2
I'm not saying things won't go bad for Apple. I'm also not saying they will go well. In fact, most of your points indicate uncertainty due to a rapidly changing market, and nothing more

Also, RIM never had anywhere close to the type of money that Apple has, right now. Apple's got national debt level numbers IN CASH sitting around. Apple could give away 600,000,000 iPad mini's ($120Bil/$200), or run the company at a loss for a really long time - just using the money in their cash reserves.

