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C VanDorne

12/4/2012 10:47 AM EST

No, I was focusing on precisely the right thing. That tablet sales will increase ...

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0

12/4/2012 12:36 AM EST

test

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Holiday tablet sales expected to rise 60%

Dylan McGrath

11/30/2012 3:15 PM EST

SAN FRANCISCO—Sales of media tablets are expected to grow 60 percent this holiday season compared with last year, according to a financial research and banking firm that this week released its inaugural "tablet tracker" report estimating production of top-selling tablets.

Craig Berger, an analyst with FBR Capital Markets, wrote in a report circulated Thursday (Nov. 29) that the projected 60 percent year-over-year growth is "impressive, considering the iPad as already very popular and widely available one year ago." Berger's report also concluded that non-Apple tablets are starting to become a meaningful part of the tablet market and that Qualcomm Inc., Broadcom Corp. and Atmel Corp. are the three chip vendors benefitting most from the tablet craze.

FBR estimates that Apple will ship 21 million iPads in the fourth quarter, up from 15 million in the fourth quarter of last year. For the year, FBR estimates that Apple will ship 67.7 million tablets, up from 46.5 million in 2011. The firm also estimates that Apple will ship 5.5 million units of the recently introduced iPad mini in the fourth quarter, giving it a total of 7.5 million units for the year.


Click on image to enlarge.

Berger wrote that iPad mini is gaining momentum after a somewhat muted launch. He said FBR expects the mini will boost Apple's tablet market share to peak at 64 percent in the second quarter of 2013, up from 58 percent in the third quarter of this year.

"However, we expect that by the end of 2013, the constant deluge of cheaper Android-based tablets will begin to chip away at Apple's market share," Berger wrote.


Click on image to enlarge.

Earlier this week, ABI Research estimated that Apple's share of the media tablet market fell to 55 percent in the third quarter as a flood of less expensive Android-based tablets continued to chip away at iPad's lead.

FBR estimates that Apple's tablet market share will be 61 percent for all of 2012, falling to 59 percent in 2013.




SylvieBarak

11/30/2012 5:20 PM EST

Well, now that they're finally affordable...

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C VanDorne

12/3/2012 1:32 PM EST

What "Holiday" are we talking about here?

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dylan.mcgrath

12/3/2012 1:54 PM EST

Xmas, Chanukah, etc.

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C VanDorne

12/3/2012 3:05 PM EST

Where Xmas = Christmas?

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dylan.mcgrath

12/3/2012 3:16 PM EST

Yes. I think you may be focusing on the wrong details.

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C VanDorne

12/4/2012 10:47 AM EST

No, I was focusing on precisely the right thing. That tablet sales will increase is expected and is not as interesting to me as testing how much effort it takes to get PC constricted media outlets to admit the Reason for the tablet buying.

Now if I could only find an old Aramaic word for Christmas so that people can't just substitute an "X".

Oh well, thanks for playing. It's been fun.

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0

12/4/2012 12:36 AM EST

test

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