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Apple's Tablet Lead Is Shrinking Fast

By | More Articles
November 28, 2012 | Comments (4)

Apple's (Nasdaq: AAPL  ) market share in tablets last quarter was 55%, a number most would consider very strong. But when you take into consideration that this represents a 14% decline year over year, and that it was only 2010 when Apple literally invented this market and held 87% of the market in Q3 of that year, you start to notice a trend: Google's (Nasdaq: GOOG  ) Android-powered devices are catching up. And it may not be long before they surpass Apple devices, and hold the lion's share of the market for themselves.

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Lyons George has no positions in the stocks mentioned above. The Motley Fool owns shares of Apple, Amazon.com, Google, and Microsoft. Motley Fool newsletter services recommend Apple, Amazon.com, Google, and Microsoft. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.


Read/Post Comments (4) | Recommend This Article (4)

Comments from our Foolish Readers

Help us keep this a respectfully Foolish area! This is a place for our readers to discuss, debate, and learn more about the Foolish investing topic you read about above. Help us keep it clean and safe. If you believe a comment is abusive or otherwise violates our Fool's Rules, please report it via the Report this Comment Report this Comment icon found on every comment.

  • Report this Comment On November 28, 2012, at 8:58 PM, mfooljdg wrote:

    Any discussion of market share should include a discussion of profit share (of which Apple gets the Lion's share). Apple could greatly increase market share by lowering price but why should they? They own the premium brand and make most of the profit. Also we should see a gain in market share due to the ipad mini.

    Having said all that, yes, Android is doing well in market share and especially in the lower cost segment that Apple doesn't need to compete in.

    Both camps have something to be crow about. As an investor I look at profit share first.

  • Report this Comment On November 28, 2012, at 9:20 PM, egan123456 wrote:

    Apple created a market for the tablet products and the whole market is growing. The tablet market size larger now than 2010. A 55% share of a bigger market could be better than 87% of a smaller market. The analysis in this article makes no point without giving the base of the 55% share.

  • Report this Comment On November 29, 2012, at 8:40 AM, jdmeck wrote:

    Not everybody wants the best. Nothing new there.

  • Report this Comment On November 29, 2012, at 11:35 AM, TMFNoCeilings wrote:

    Hey egan123456,

    From an absolute revenue standpoint, you're absolutely right--I imagine Apples 55% share of the CURRENT tablet market brings in more money that it's 87% share of the 2010 market did. That being said, my (intended) focus here was on Apple's position relative to it's peers, which I believe can give investors a sense of the probability and scope of the company's success going forward.

    Sorry if I didn't make that clear enough in the video...and thanks for the feedback!

    Fool On/Up,

    Lyons

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