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Forums - Gaming - Android Crushes Competition in Q4 2012 (and overall)

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disolitude said:

This was just posted yesterday.

http://arstechnica.com/gadgets/2013/01/kindle-fire-nabs-33-of-android-tablet-market-nexus-7-just-8/


 

This means that 43% of the tablet penetration in US doesn't have Google play store, uses Bing as default search engine and uses Nokia maps. This also means that N7 isn't driving much marketshare for Google...

So yeah Android has it's own problems on tablets. Only reason it's selling is because of price. If Microsoft and OEM partners or Apple start getting Windows based tablets to 199-299 level(which they will eventually), who in their right mind will buy an Android tablet?

 

 

These data depends on the analyst and it only started to look this way this month after the hollydays. Overall, Samsung has 20~25% of market share in the global tablet market last year:

 

Despite that, N7 shipments are probably around 6 million now and that is a expressive number. As any Nexus device, it has a limited distribution and availability, it's much easier to get a Kindle. And don't give much credit to Kindle Fire, it will become way less important soon as we see new Android 7' tablets with that price (Acer announced one for US$ 99). Kindle Fire started the wave of US$ 200 tablets, but Nexus set the bar for US$ 200 tablets with powerfull hardware and a full Android experience. That is something that will be followed by the other manufacturers and will bring a lot of trouble for Kindle Fire.

And its not just price that is driving Android tablet sales, it's the healthy app ecosystem. Windows on US$ 200 tablet is not happening right now and will start with Win RT, that has less apps than Android since it can't run normal Windows apps. If the rumours about a full Office suit on Android and iOs are correct, Win RT will lose its only advantage and will be in a bad position. The full W8, that has more apps than Android or iOs, won't happen with x86 in cheap tablets and will be avaiable only in more expensive tablets and ultrabooks (of course, in tradicional laptops and PCs, but that is a different market). 



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torok said:

disolitude said:

This was just posted yesterday.

http://arstechnica.com/gadgets/2013/01/kindle-fire-nabs-33-of-android-tablet-market-nexus-7-just-8/


 

This means that 43% of the tablet penetration in US doesn't have Google play store, uses Bing as default search engine and uses Nokia maps. This also means that N7 isn't driving much marketshare for Google...

So yeah Android has it's own problems on tablets. Only reason it's selling is because of price. If Microsoft and OEM partners or Apple start getting Windows based tablets to 199-299 level(which they will eventually), who in their right mind will buy an Android tablet?

 

 

 

These data depends on the analyst and it only started to look this way this month after the hollydays. Overall, Samsung has 20~25% of market share in the global tablet market last year:

 

Despite that, N7 shipments are probably around 6 million now and that is a expressive number. As any Nexus device, it has a limited distribution and availability, it's much easier to get a Kindle. And don't give much credit to Kindle Fire, it will become way less important soon as we see new Android 7' tablets with that price (Acer announced one for US$ 99). Kindle Fire started the wave of US$ 200 tablets, but Nexus set the bar for US$ 200 tablets with powerfull hardware and a full Android experience. That is something that will be followed by the other manufacturers and will bring a lot of trouble for Kindle Fire.

And its not just price that is driving Android tablet sales, it's the healthy app ecosystem. Windows on US$ 200 tablet is not happening right now and will start with Win RT, that has less apps than Android since it can't run normal Windows apps. If the rumours about a full Office suit on Android and iOs are correct, Win RT will lose its only advantage and will be in a bad position. The full W8, that has more apps than Android or iOs, won't happen with x86 in cheap tablets and will be avaiable only in more expensive tablets and ultrabooks (of course, in tradicional laptops and PCs, but that is a different market). 

There are some valid points here...keeping the price low and experience high is something Android is starting to do with Devices like N7. However like I said, things aren't as rosy for android on the tablet side as they are on the phone side. 

In terms of apps, Android actually has less tablet optimized apps than Windows RT (over 40,000 in 3 months). Sure you can use a lot of phone designed apps but they can have various issues on tablets...from UI elements out of whack to functionality issues due to lack of phone related hardware. So yeah, quantity doesn't mean quality... At this rate 6 months Windown 8/RT should have a very strong tablet focused ecosystem. 

Also there are fullblown x86 tablets that cost 499 and runn all Windows apps and most x86 programs thanks to the intel's clovertrail platform. These Atom CPUs are only going to get more powerful with better battery life and already they beat the Windows RT ARM based tablets. If WinRt is able to get down to 299 price level while x86 starts at 399 by next christmas, these devices will be very good value for the experience and features they offer. 

The final point I want to make is that with Windows 8/RT, Microsoft has finally put themselves ahead of the curve. They were late to various new technology markets but for the first time they have a unified platform that scales on to desktops, tablets phones (possibly consoles) very easily. Apple stil has iOS and OSX, Google has Android and Chrome OS. They still have to go through this transition as this is the future. Is Windows 8/RT perfect? Absolutely not... but it's in important first step which actually puts Microsoft ahead of the pack for the very first time in almost a decade. 



mrstickball said:
disolitude said:
That's quite impressive. Shows that open platform is the way to go if you want to get market share.

If you want profits though...that's a different story. Talk to Google how much they have made on this huge Android success in terms of device sales revenue and store app sales.

Comparing the last financial reports:
Last quarter Apple made 30 billion revenue on iPhone alone (not counting ipad and mac revenue).
Google made "up to" 800 million revenue on Android. They don't give the exact number.

I wouldn't be surprised if Microsoft made more money on Android than Google by licensing patents. I'm actually pretty sure they did.


Somehow, I doubt that's the whole picture.

Google is a search engine company turned into 1,000 other things. I doubt that they're including the revenues from Android-based searches on that figure (and what about their AdMob acquisition?).

Don't get me wrong, I'm sure Apple makes more money than Google does on smartphones, but I think that Google is thinking longer term in all this as well as what value Android brings to their other services.

I agree that they most likely don't include the advertising revenue made on mobile when they report revenue for Android. In a few years the desktop to mobile shift will start improving mobile CPM's and opening up more advertisers to the idea of paying for a mobile campaign (building a mobile working site too as without that there is no point of advertising on mobile).

Admob is a great buy for google which also gives them solid future growth possibilities. For those that dont know, admob is their mobile SDK platform which allows publishers to deliver ads to their mobile sites and apps through google ad backfill service. Essentially it's like Adexchange on the desktop and infact it will be all called Adex within a year as they are killing the admob brand.

All these things will pay off in the future but at the moment, mobile advertising revenue is very small despite the massive penetration of Android. 



Honestly Google scares me. A company which knows so much about an individual seems dangerous. I think they really need to be split up as a company, they are more dangerous than Microsoft ever was.



Tease.

disolitude said:
There are some valid points here...keeping the price low and experience high is something Android is starting to do with Devices like N7. However like I said, things aren't as rosy for android on the tablet side as they are on the phone side. 

In terms of apps, Android actually has less tablet optimized apps than Windows RT (over 40,000 in 3 months). Sure you can use a lot of phone designed apps but they can have various issues on tablets...from UI elements out of whack to functionality issues due to lack of phone related hardware. So yeah, quantity doesn't mean quality... At this rate 6 months Windown 8/RT should have a very strong tablet focused ecosystem. 

Also there are fullblown x86 tablets that cost 499 and runn all Windows apps and most x86 programs thanks to the intel's clovertrail platform. These Atom CPUs are only going to get more powerful with better battery life and already they beat the Windows RT ARM based tablets. If WinRt is able to get down to 299 price level while x86 starts at 399 by next christmas, these devices will be very good value for the experience and features they offer. 

The final point I want to make is that with Windows 8/RT, Microsoft has finally put themselves ahead of the curve. They were late to various new technology markets but for the first time they have a unified platform that scales on to desktops, tablets phones (possibly consoles) very easily. Apple stil has iOS and OSX, Google has Android and Chrome OS. They still have to go through this transition as this is the future. Is Windows 8/RT perfect? Absolutely not... but it's in important first step which actually puts Microsoft ahead of the pack for the very first time in almost a decade. 


Yes, we will probably see a strong fight on the sub-US$200 market this year and will have some devices for US$ 100. I'm not optimistic about x86 in tablets, specially with all improvements in ARM technology in the last few years (I believe that BIG.little will be the next big thing with ARM). If we got US$ 299 x86 vs. US$ 200 Win RT, probably the full W8 will surpass Win RT easily.

About Chrome OS. even with Acer declaring that it has 5 to 10% of their sales, I think that the future isn't bright. With Chrome on Android, they will simply port the full Chrome browser to Android and the merge will be done. The big parts on Chrome OS are embedded on Chrome (memory management, WM, SDK, etc) so it only needs a base OS to access hardware, etc. It can be a Linux distro (Chrome OS is based on Ubuntu) or Android (that is a Linux distro so it is even compatible at binary level). Apple probably won't merge their systems, they will push a post-PC era and kill Mac OS X when iOs start to outsell it massively (if it gets to that point).



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Squilliam said:
Honestly Google scares me. A company which knows so much about an individual seems dangerous. I think they really need to be split up as a company, they are more dangerous than Microsoft ever was.


So they are dangerous bc they track what websites a user goes to? 

Seriously, MSFT has the ability to track what kinds of files somebody has on their hard drive which can get people into more trouble than tracking a search or whatever.



dallas said:
Squilliam said:
Honestly Google scares me. A company which knows so much about an individual seems dangerous. I think they really need to be split up as a company, they are more dangerous than Microsoft ever was.


So they are dangerous bc they track what websites a user goes to? 

Seriously, MSFT has the ability to track what kinds of files somebody has on their hard drive which can get people into more trouble than tracking a search or whatever.


If that were true, no company on the planet would install Windows on anything important ever.

The problem is that Google's tracking isn't some nebulous potential threat, it's actually at the very core of their business model. Eric Schmidt speaks publicly about how Google wants to know so much about you that it can tell what you're thinking, and make decisions on your behalf. How can anybody not be concerned about that?

Even if you accept that benevolent Google would never abuse their power of having perfect internet surveillance on you, how do you feel about the idea that the US government is one request (Maybe with a warrant, maybe not. Who can tell these days?) away from having all that information on you? How about a malicious hacker? Even the mightiest tech companies have proven prone to leaving the occaisional security hole or falling prey to a social engineering scam.



"The worst part about these reviews is they are [subjective]--and their scores often depend on how drunk you got the media at a Street Fighter event."  — Mona Hamilton, Capcom Senior VP of Marketing
*Image indefinitely borrowed from BrainBoxLtd without his consent.

disolitude said:
michael_stutzer said:
Chrome OS is really gaining popularity. OF COURSE, at the moment it is nothing compared to Windows but you need to remember that Chrome OS products are manufactured by only a few companies and they are only available in a few countries without any advertising. It has the potential to grow.

It is funny that people who dismiss Chrome OS because of marketshare are also some of the biggest supporters of Windows Phone.


Who dismisses Chrome OS because of marketshare? I dismiss it because it's a flawed product... It may work for schools and internet cafes but until Wifi becomes widely available and free everywhere...

Well I wasn't talking about you. Just an oberservation in general. It just seems to me that the people who criticize Chrome OS happen to be a Microsoft supporter as well.

It is not a flawed product, actually it is perfect for what it is. It is just not for you. I don't see myself using one either because it is not available here, though if it makes its way over here I'd like to try one. It has good battery life, it is small, fast enough and cheap. Most of the things I look for in a device like that. I can use my desktop for heavy work.