
This holiday season is shaping up to be an epic battle for tablet manufacturers, with Apple's 4th-gen iPad and iPad mini competing against the Asus Nexus 7 and Samsung Nexus 10, Amazon's Kindle Fire HD, Barnes & Noble's Nook HD, and Microsoft's Surface RT, among others. With so many options, including some good tablets for under $200, will Apple be able to retain its market supremacy -- and if you're in the market for a tablet right now, which one are you considering?
Some recently released numbers could shed some light on where the tablet market is going. Apple announced today that it sold 3 million iPads from last Friday -- when the iPad mini and 4th-gen iPad hit stores -- through Sunday (www.apple.com/pr/library/2012/11/05Apple-Sells-Thr...). That's more tablets than Amazon or Asus shipped in the entire 3rd quarter, a period that included the launch of the Fire HD and Nexus 7 (https://www.idc.com/getdoc.jsp?containerId=prUS237...). While Apple's market share fell during the period -- it now owns 50% of the tablet market compared with 65% in the previous quarter -- analysts think a lot of would-be iPad buyers waited the quarter out in anticipation of the iPad mini, which may help explain those huge three-day sales figures. The big winner during the 3rd quarter, in relative terms, was Samsung, which saw its market share jump to 18% from 6.5% the previous quarter. And Android tablets increased their market share overall, since the drop in iPad share brought Android models up to about 50% of the market.
What will happen next? I think Apple will likely continue to be the market leader; a lot of people are going to get iPad minis during the holidays, and people will be buying them because they're cheaper, more compact iPads, without comparing them to Android models. I also think the Nexus 7 will sell well, and may be very attractive to parents who are comfortable with Android smartphones and are tired of sharing them with their kids. Lower-priced Fire HD and Nook HD models will be decent sellers, though the higher priced models will be a stretch, since they'll be competing more directly against the iPad mini.
Where does this leave the Surface RT? At first, I thought it would steal market share from Android. But I now think it'll compete more directly with similarly priced Windows 8 laptops. Some business users and students who are looking for a computer that they'll mainly use for Microsoft Office may be willing to take a chance on Windows RT's limited app ecosystem in order to get something light and stylish, with better battery life than a standard laptop.
What do you think?