How good Android data leads to bad iPad analysis
Looking at tablet sales numbers, it's easy to assume that the iPad is already badly eclipsed by Android devices. But a closer look at those numbers reveal a different story, according to tech industry analyst Ben Bajarin, who posts his thoughts at Techopinions.com.
Bajarin notes that the biggest chunk of Android tablet sales aren't coming from a single vendor, but from "Other," or as he describes them, "the no-name brand white-box tablets being sold at razor thin margins mostly in China and other emerging markets." And what consumers are doing with those is very, very limited. "...they aren’t actually showing up on anyone’s radar when it comes to apps and services in a meaningful way," Bajarin writes.
Excluding the "other" category from tablet sales, Apple's share of the market jumps from about one-third to more than half. What's more, his research suggests that many first time buyers of low-cost tablets have buyer's remorse and plan to spend more to get something better next time - a glowing opportunity for Apple.
Apple certainly faces very serious challenges from Samsung and other tablet vendors moving forward, and needs to stay ahead of them through innovation and the continued development and support of a compelling user experience and ecosystem that makes customers want to keep buying their products.
But as Bajarin points out, part of his job - and the job of other analysts (and those of us reporting on it) - is to provide good context for the data. Too often, "data that gets thrown around in the public sphere clouds the truth rather than brings clarity to it."