Tablet Market Share

[John Kotches]

Interesting data if true...

Strategy Analytics reports that Android Tablet market share has roughly doubled market share and making it a 2 Tablet os race ( very similar to the phones).

iOS @ 56%
Android @ 41 %

With these two doing their usual market dominance how much room is there for Windows 8 RT to gain any traction and at who's expense?

Oh link here http://www.noticeorange.com/StoryBo...RpY2VvcmFuZ2VyDQsSBFNpdGUY2pTyFww&font_size=9

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[Peter Parker]

I would be surprised if Android's share is that high. As for Windows 8 they are palying catchup. they ned to give us that app we have to have and that is avaialble only on Windows. I don't see that coming.

 

[meStevo]

Better interoperability with existing devices and the fact that it is Windows is that app. My guess is it will come at the expense of Android 3:1 rather than Apple, but will also help expand the market some more also. Units over the next fiscal year will be up big time all around IMO.

 

[Teehar]

I dunno Geronimo,android is on so many devices and China produces them by the crate full.It pretty inexpensive to get a cheap android tablet as opposed to anything iOS.Considering windows 8 prices I would guess they would be competing more with iOS than android.

 

[John Kotches]

Better interoperability with existing devices and the fact that it is Windows is that app. My guess is it will come at the expense of Android 3:1 rather than Apple, but will also help expand the market some more also. Units over the next fiscal year will be up big time all around IMO.

Windows RT wont have interoperability for a while, if ever. RT is ARM architecture not Intel. So all of the software and devices you're thinking of beyond things life keyboards and such isn't there.





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[John Kotches]

I would be surprised if Android's share is that high. As for Windows 8 they are palying catchup. they ned to give us that app we have to have and that is avaialble only on Windows. I don't see that coming.

It's devices at the low-end like the Kindle Fire, B&N Nook family and the Galaxy Nexus that have led the way.

You can have your choice of tablets fire 200 with higher resolution screens, current generation dual core CPUs etc.

ICS and now Jelly Bean are also helping in the tablet space.

On Monday, the Nexus 10 tablet with higher resolution than iPad and quad core CPU will be announced.

In short, Android is catching up quickly, not unlike they did with phones the last 2 years.



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[Anole]

Considering windows 8 prices I would guess they would be competing more with iOS than android.

I have to agree.
Apple and Microsoft are in the money-making business.
(not sure what business Google/Android is in)

Don't see Microsoft going for the low end.
But if they do, watch out, Android!


Wouldn't it be interesting if some day tablets had a BIOS like PCs ?

 

[Ramy]

Android is catching up because of their OS on a lot of devices that most people don't know about. Check out Big Lots adds or the drug store adds and you will see a lot of 7" devices.

 

[John Kotches]

I have to agree.
Apple and Microsoft are in the money-making business.
(not sure what business Google/Android is in)

Don't see Microsoft going for the low end.
But if they do, watch out, Android!


Wouldn't it be interesting if some day tablets had a BIOS like PCs ?

Google is an advertising, and if you look at their financials they're doing quite well.

Android is a very healthy eco system and continue to achieve similar milestones that Apple has in about the same amount of time. Apple had a 1 year head start so when Apple makes a big announcement about X in the App Store or in devices sold you can figure that Google will either beat or meet it.

as far as BIOS on tablets, no thank you. that's a 30 year old anachronism that needs to go away.

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[meStevo]

Windows RT wont have interoperability for a while, if ever. RT is ARM architecture not Intel. So all of the software and devices you're thinking of beyond things life keyboards and such isn't there.





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I disagree, out of the box it has Office, a full USB port (keyboards, mice, printers, etc), Smart Glass to control/share content with 70 million Xbox 360s which are already used more for things like Netflix while at the same time maintaining their dominant gaming console status.

Out of the box it will more easily fit into our 'stack' at home compared to my Touchpad and in some ways better than the iPad. The microSD slot is particularly nice also compared to the iCompetition.

Despite being ARM based its hardly in a vacuum and not able to work with anything.

I may be technologically inclined, but i don't think my use case is all that unique. The Pro version looks to be even nicer if it can deliver. We'll see.

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[TheForce]

John, as a tech geek and an investor in these companies, I am often at odds with the common opinions of non- investors here in these tech forums.

IMO, you are correct to state Google is an advertising company. IMO, Google's online advertising business model can never be compared to Apple. It is better, today, to compare with Facebook. While Google does develop OS Android, this is basically a lost leader for their ad revenue stream. Most recent qtr report issued by Google admits a problem in their ad revenue with the shift to Mobile advertising. The run up of it's stock in the recent past was mainly due to a misconception that Google had this under control. The loss of market cap with Facebook same time period was because a qtr ago, Facebook admitted they were having trouble with this. Then this most recent report Zuk stated they had gotten the problem under control and began to improve revenue on mobile. I have no doubt that Google will follow Facebook's lead in this and also resolve the technical problem of converting ads on mobile to $$. Time will tell on this.
By contrast, Apple is not an advertising business at all. It is a hardware / software and apps company. Comparing these companies, IMO, is not appropriate at this time. If, in the future, Apple introduces it's own social media app and tries to monetize it with a big advertising business model, then yes, it will be in direct competition with Google and Facebook.
Apple is planing to get into a new offshoot of itunes, streaming radio, and this is a direct target at Pandora.

While we agree that Android is a very healthy eco system, this really has more to do with android device makers and app creators, than generating direct profits for Google. One problem I see is that as Facebook is a direct competitor for ad revenue and it runs on the android device, it, in essence is robbing Google of those ads. As an ex TV ad guy, I eagerly await to see how Google and Facebook handle this now that we are on the cusp of resolving the tech problems with monetizing mobile advertising. Meanwhile, Apple, is on the advertising revenue sidelines and has nothing to lose, only to gain, with Facebook monolithic revenue stream.
Disclosure- I don't own any FB or Goog at this time. Apple is my main holding. I only state this so people will know why I seem to favor Apple. It's about the money, not their products.

 

[Peter Parker]

Android is catching up because of their OS on a lot of devices that most people don't know about. Check out Big Lots adds or the drug store adds and you will see a lot of 7" devices.

true b ut sales for those low end devices are pretty small. I suspect that if their share is that high it is due to Kindle (an Android based tablet) and the Samsung/Toshiba etc tablets.

 

[lparsons21]

Because of the problem Google has in getting the ad dollars to make big money from Android, I'm still of the opinion that in the long run the big winners in the tablet market will be Amazon and Apple. Mostly because of the similarities in their ecosystems. Both lock you into their ecosystems, Apple quite tightly and Amazon a bit less so. So solely imo, I think the 2 horse race will be Apple and Amazon.

Windows tablets are really a complete unknown as to how they will affect the market. History says they won't do well, but history isn't always the best indicator. If Win8 is accepted very well on the desktop/laptop market, then that is a big plus for someone wanting similarity and could be the deciding factor for the prospective buyer. But I seriously question whether Win8 with its touch oriented UI is going to be liked well on the desktop. I know I don't care for it at all, but I'm retired with little reason to move to something really new anyway.

As to RT and office, well it isn't exactly the same office that you buy. It is a bit more limited than that, maybe not enough limited to matter. In a few months we'll know about that. From what I read, the Office that comes with the Surface RT models is more similar to the free online Office apps with Skydrive. While I find them more than good enough for anything I will do with them, I suspect that many others won't.

 

[John Kotches]

I disagree, out of the box it has Office, a full USB port (keyboards, mice, printers, etc), Smart Glass to control/share content with 70 million Xbox 360s which are already used more for things like Netflix while at the same time maintaining their dominant gaming console status.

We'll see how office actually compares.

Keyboards / Mice have been interoperable for a long time. They all follow the USB HID specification. So I expect them to be interoperable. Printers, possibly with limited functionality.

Out of the box it will more easily fit into our 'stack' at home compared to my Touchpad and in some ways better than the iPad. The microSD slot is particularly nice also compared to the iCompetition.

All of the world is not on an MS Technology stack. What works for you might not work for me.

Despite being ARM based its hardly in a vacuum and not able to work with anything.

How many apps are in the RT store? How long to reach 50K, 100K etc. Compare that to the Pro running Intel.

I may be technologically inclined, but i don't think my use case is all that unique. The Pro version looks to be even nicer if it can deliver. We'll see.

The Pro Version is a full fledged Intel based system, there will be many fewer compatibility issues as it has many years of legacy to draw upon.


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[meStevo]

Why do you need 50k-100k apps if it can provide the dozen or so apps you use on a regular basis already?

At a glance I would miss Tapatalk and a couple games moving from my iPad 2 to a Surface.

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[Peter Parker]

tablkets are not like desktops. People use them in a variety of different ways and need different apps. You are correct that if you have the 12-15 apps you use regularly all is well. But it is a lot harder to provide everyone's 12-15 apps on a tablet. the only way to staify a large number of users is to have a lot of apps. I am not sure it is critical to have 100K apps but it is important to havea lot of them. IOS has that and android is in the ballpark---the ARM based Surface tablets have a lot of catching up rto do.

 

[John Kotches]

Geronimo is thinking as I am. My X number of apps that are most useful aren't his or necessarily anyone elses. This can also drive negative perception. If too many people are finding it doesn't have the apps they need it will take a while to get past the negative perception.

Cheers,


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[meStevo]

Geronimo is thinking as I am. My X number of apps that are most useful aren't his or necessarily anyone elses. This can also drive negative perception. If too many people are finding it doesn't have the apps they need it will take a while to get past the negative perception.

Cheers,


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The negative perception thus far is being driven by the hypotheticals / devils advocate demonstrated in the last two posts rather than actual experience or use cases.

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[John Kotches]

The negative perception thus far is being driven by the hypotheticals / devils advocate demonstrated in the last two posts rather than actual experience or use cases.

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As opposed to FanBoys proclaiming it as the salvation of the world?

I think MS is too late to the game, but it will be a number of years before this all plays out.

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[Peter Parker]

The negative perception thus far is being driven by the hypotheticals / devils advocate demonstrated in the last two posts rather than actual experience or use cases.

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How long has the OS been available? No one has reported the environment to be adequate or inadequate because they have no experience with it.


we are reporting to you on why we think it will be an uphill climb for Microsoft. The observation that the number of apps is an issue is hardly unique . Only time will tell if we are right but dismissing it as "Oh that's just what you say." is ridiculous.