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Strategy Analytics claims Android reached 41 percent of tablets in Q3, iPad may have felt the heat


Strategy Analytics claims Android is up to 41 percent of tablets in Q3, iPad may feel the heat

Three months can make all the difference, at least if you’re drafting estimates at Strategy Analytics. Now that we know 14 million iPads shipped in the third quarter, the analyst group believes that Apple’s tablet market share dropped from 68.3 percent in the spring to 56.7 percent in the summer. All of the shift is attributed to Android — researchers think that shipments of Google-based tablets surged from 7.3 million to 10.2 million, handing the platform 41 percent of an increasingly crowded space. It’s the “collective weight” of so many Android-reliant companies leaping into the market rather than any one of them pulling ahead, Strategy Analytics says. We wouldn’t be shocked if a few Kindle Fire HD sales played a part.

More than a few wildcards still surround the figures and their long-term impact. First is that these are estimates, not concrete results: companies like Amazon steadfastly refuse to provide shipment numbers and leave most of the final tally beyond Apple to educated guesswork. It’s also an understatement to say that the market will change dramatically before 2012 is over. Between Windows 8‘s launch, possible Nexus 7 upgrades and two new iPads, there are a lot of pieces moving on the chessboard.

Continue reading Strategy Analytics claims Android reached 41 percent of tablets in Q3, iPad may have felt the heat

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Strategy Analytics claims Android reached 41 percent of tablets in Q3, iPad may have felt the heat originally appeared on Engadget on Thu, 25 Oct 2012 20:38:00 EDT. Please see our terms for use of feeds.

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Friday, October 26th, 2012 news No Comments

The Digital Living Room Isn’t Here Yet (NFLX, AAPL)


Despite all the hype around Netflix streaming, and Apple’s iTunes movie store, the fact of the matter is that the physical disc is still the king of home entertainment, Dan Frommer at SplatF reports.

As you can see in the chart below, digital streaming/sales only accounted for 19% of the home entertainment market in the third quarter. The rest of sales comes from DVD/Blu-ray discs.

As Frommer points out, this means there’s still plenty of room for growth for Netflix, Apple, Microsoft, Facebook, and others to attack the market.

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Wednesday, November 2nd, 2011 news No Comments

Apple vs Microsoft vs Sony [Graphs]


The core of any long-standing technology company is research and development. Here’s how Apple, Microsoft and Sony’s last decade of spending stack up.

Note that the first graph shows research and development as a percentage of revenue (to scale the spending by company, since revenues differ so greatly). This next graphic can help you conceptualize the revenue and R&D gap:

A Few Interesting Notes:

• Now, Microsoft spends about 17% of their revenue on R&D. Sony spends about 8%. Apple spends less than 4%.

• If you were to break down the amount of R&D that goes purely to physical (non-software) products sold by Apple and Sony, Sony would spend about $11.5 million per product while Apple would spend about $78.5 million per product. (Of course, that’s rolling the cost OS X and iPhone OS development into Macs and the iPhone, which could be seen as inflating their per product spending.)

• Microsoft just spends a lot of money in R&D, period—about $9 billion last year in generalized research (that often doesn’t lead to specific products). In terms of percentage growth over the last decade, Apple’s R&D has grown the most (nearly quadrupled) while Sony’s has grown the least (not quite doubled).

In light of these bare numbers, is it any surprise that Sony is struggling the most to capture the hearts and minds of a public hungry for gadgets?


Apple Public Relations
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Microsoft Investor Relations
Sony Investor Relations

Research by David Chaid

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