iPad Shipments Decline As BoomBustBlog Time Machine Disrupts The Apple Reality Distortion Field Once Again
Let's keep this short and simple. Up to two years ago, I claimed that Apple's tablet market share will be subsumed by that of Android's, and it's margins will follow suit. If one were to Google this topic, this would be the result:
Apple's iPad Is Losing Market Share And Profit ...
Mar 16, 2012 - Apple's iPad Is Losing Market Share And Profit Margin As Apple Hits All...
Call The End Of The Fat Margin Tablet – Including The Pretty iPad, With Proof! and I also said on BoomBustBlog that miss will occur 4 to 6 quarters.
Which Is The More Sustainable Business Model ...
Sep 28, 2012 - Apple Margin chart As you can see in the chart above, the margins..
In the first quarter I lamented on the drop in both margin and market share of the iPad... Call The End Of The Fat Margin Tablet – Including The Pretty iPad,
As Lower Margin, High Price iPad Minis Outsell All ...
Dec 14, 2012 - The iPad mini appears to be on track to actually outsell the iPad 4
Apple released the iPad mini in response to the success of 7 inch form factor tablets... Most Accurate Apple Analysis Ever Made - Share Price, Market Share,
New Taiwanese Tablets Show What So Few Have
May 16, 2011 - Several months ago, amid all of the hoopla of the iPad 2 launch, I illustrated... One, Apple's stunning margins and sales growth will not be able to ... as netbooks ate away at Apple market share) and reinvented the tablet PC.
Look & Listen Closely As The Solitary Margin
Jun 3, 2011 - I have dedicated a decent amount of BoomBustBlog real estate
... the PC, We Call The End Of The Fat Margin Tablet – Including The Pretty iPad, With Proof!.... Apple's share price and market share benefit from two of the most
Now, jump back into the BoomBustBlog time machine to Jul 29, 2013 at 11:55 AM and you will find the Boy Genius Report (BGR.com) reports: History repeats itself: Android tablet shipments blow past iPad
Whether or not people are really using Android tablets, it has become clear thatAndroid tablet shipments are absolutely exploding as Apple’s overall iPad shipments decline. Thelatest numbers from Strategy Analytics show that Android tablet shipments absolutely crushediPad shipments in the second quarter of 2013, as the 34.6 million Android tablets shipped on the quarter more than doubled the 14.6 million tablets that Apple sold. Again, however, Strategy Analytics is comparing Android vendors’ channel sales to Apple’s end-user sales. Overall, Android tablets were said to account for 67% of all tablets shipped in Q2 while the iPad accounted for just d 28.3%. Just one year earlier, Android tablets accounted for 51.4% of all tablets shipped while the iPad held a 47.2% share. Strategy Analytics says that cheaper tablets from Google, Amazon, Samsung and white box vendors have all been surging lately while Apple has struggled to make a low-cost tablet capable of competing in high-growth emerging markets.
The Apple Profit Engine Has Stalled & Is Rolling Downhill
Apple is facing a shart decline in the margins of its top two value drivers. May I also add that these two value drivers are 83% of Apple's revenues and an even greater portion of its profits. Such a drastic concentration in only two products who have reached their zenith is not a good thing!
Click the graphic once to view, twice to enlarge to printer quality...
Of course, there is a point at which Apple is a good buy. After all, they have a lot going for them. The question du jour is, exactly what is that point? I refer my subscribers to the research documents below for the answers...
Subscribers, download the Q3 2013 valuation reports (click here to subscribe).
- Apple 3Q2013 Valuation Update - Retail
- Apple 3Q2013 Valuation Update - Pro & Institutional
The update from two months ago is also of value for those who haven't read it. It turns out that it was quite prescient!
Wednesday, 17 July 2013 10:50
Apple is Materially & Quickly Losing Global Market Share! Clear Indicators Of Permanent Downward Moves In Its Peer Group
Apple is rapidly losing global market share over and the trend is worsening. This has ALWAYS signaled the beginning of the end for its peers. Reference Is Tim Cook Cooked? Market Share vs Profit Margin, part 2 - Follow What I Do, Not What I Say!
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