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Android tablet revenue overtakes iPad for first time, but probably not for long

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Total revenue from all Android tablets combined has for the first time exceeded Apple’s revenue for its iPad sales, according to IDC data crunched by Morgan Stanley’s Katy Huberty.

“For the first time,” she wrote in a note to clients Friday, “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%” … 
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Apple’s total device market share to grow from 10% to 14% – new forecast

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forecast published today by market intelligence company Gartner suggests that Apple’s combined market share of mobile phones, tablets and PCs will grow from just under 10 percent to over 14 percent by 2014 – shipping almost 3m devices this year, and rising to over 3.5m next year.

Gartner is predicting that while PC sales will fall 10.6 percent year-on-year, and phones grow at a modest 4.3 percent, tablets will grow 67.9 percent … 
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When PCs become trucks: IDC projects 2015 as Tablet/PC inflection point

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Market research firm IDC released new data today forecasting that tablet sales will grow “58.7% year-over-year in 2013 reaching 229.3 million units, up from 144.5 million units last year.”

With the PC market on track to see negative growth for the second year in a row, IDC predicts we’ll see more tablet shipments than portable computer shipments this year. More importantly, IDC predicts that 2015 will mark the first year tablets will outsell both notebook and desktop computers.

While Apple has been at the forefront of the tablet revolution, the current market expansion has been increasingly fueled by low-cost Android devices. In 2013, the worldwide average selling price (ASP) for tablets is expected to decline -10.8% to $381. In comparison, the ASP of a PC in 2013 is nearly double that at $635. IDC expects tablet prices to decline further, which will allow vendors to deliver a viable computing experience into the hands of many more people at price points the PC industry has strived to meet for years.


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