태블릿 시장의 판도가 아마존 킨들에 의해 아이폰의 대세를 무너뜨리고 있습니다.
2010년과 2011년 4/4분기 실적을 비교하면,
우선 태블릿 PC 시장은 2010년에 비해 지난 해에 약 2.5배 정도 성장하였고,
아이패드의 마켓셰어는 약 68.2%이 10%이상 줄어들어 57.6%.
그에 상응하여 안드로이드의 마켓셰어가 29%에서 39%로 증가하였습니다.
안드로이드 마켓셰어는 2011년 11월까지만 해도 삼성의 갤럭시탭이 63%를 차지하고 있었으나,
아마존 킨들파이어의 출현으로 올 1월에는 각각 36%씩 균분하고 있는 실정.
삼성의 입장에서는 시장의 팽창에 따른 수혜 기회를 아마존 킨들에 빼앗긴 셈.
iPad lead over Android tablets cut in half, say reports, as Kindle Fire surges ahead
Summary: A year ago, the Apple iPad dominated the tablet market with a nearly 40 point lead over Android. Now, two reports show Apple’s lead has been cut by more than 20 points, with the Kindle Fire passing Samsung in the assault.
Things are looking up for Android tablets, according to two reports released this week. The first report, from the research firm Strategy Analytics, shows global tablet shipments on the rise with Android taking a larger piece of the pie:
“Android captured a record 39 percent share of global tablet shipments in Q4 2011, rising from 29 percent a year earlier. Global Android tablet shipments tripled annually to 10.5 million units. Dozens of Android models distributed across multiple countries by numerous brands such as Amazon, Samsung, Asus and others have been driving volumes.”
The second report comes from mobile analytics firm Flurry. They found:
“In January, after the holiday boom in devices and in apps, we see that strong adoption of Kindle Fire, combined with significant downloads driven from the Amazon App Store, resulted in a massive surge in session usage that just edges out the Galaxy Tab. Unrounded, Kindle Fire represents 35.7% of sessions and Galaxy Tab represents 35.6%. Remarkably, and from a standing start, the Kindle Fire overtook the Galaxy Tab in just a few short months. Total Android tablet sessions in January more than tripled over November, with Galaxy Tab sessions increasing by more than 50%. Overall, Android Tablets are growing aggressively as a category.”
The numbers are not exactly comparable, since the first report looks at new sell-in shipments and covers October-December, while the second looks at total usage for January, but it’s clear that Android tablets are finally getting some traction thanks in part to the success of Amazon’s Kindle Fire.