By and large, tech giant Apple's (AAPL 0.53%) most recent earnings report knocked it out of the park, sans one big exception. Apple's iconic tablet left investors wanting, as the number of iPads shipped fell by a disconcerting 14% compared with last year. On the whole, investors shrugged off this negative data point and instead focused on the bigger picture. However, a report recently released by market research firm IDC suggests that the culprit behind the fall-off could have come from China, where Apple's share of the overall tablet market absolutely plummeted in the second quarter. In this video, tech and telecom analyst Andrew Tonner discusses the numbers and how investors should approach this confusing situation.