re: Tablet Buyers Waiting For New iPads
Both IDC and SA's numbers are not to be believed. Since when has IDC given us any reason to believe them? They are constantly revising those numbers. In addition, both Gartner and IDC has significant business relationships with Microsoft. That's why we always see their predictions for Microsoft's products look better than they turn out to be.
As far as SA's numbers are concerned, they been shown to be incorrect by a number of different parties.
I have a lot of problems with most numbers companies like these throw around. The on,y company we know of that gives actual sell-through numbers is Apple. No other company does that. So sales for them are very questionable. Samsung, for example, hasn't given sales or shipment numbers per quarter since the end of the last quarter of 2011, when they were embarrassed by !enovo's pointing out that they sold just a tiny percentage of the tablets they claimed to ship.
In addition, during the case between all,e and Samsung, here, both companies had to give the numbers of smartphones and tablets sold that were in dispute. It's interesting to note, that while IDC guessed that Samsung shipped 1.5 million tablets into the US during that quarter, they had sold only 48,000 of them, not including a couple of models.
Sales of Samsung smartphone models under dispute were between one third and one half of what had been guessed. While these numbers were mentioned in a couple of articles, the whole thing was buried quickly. I wonder why?
When you couple these numbers with statements over time by top Samsung officials that tablet sales are doing "poorly" or "very poorly", along with usage statistics from several companies who track that, I can only believe that Samsung sales specifically, and Android sales generally, are well below what these companies throw at us.
In addition, while we see "shipped" as a way around real numbers, I never see shipped being used for Apple's products, even though we have a very good idea as to what they are. Apple tells us the sell-through, but they also tell us the amount in the channel. Both numbers together are the equivalent of "shipped", but we never see those numbers being used. Generally, the number is a good 10% additional over the sell-through, often more.
So these numbers, and percentages are fishy at best, and very possibly fraudulent.