“Unless Apple has a new full-size iPad on the way with a 10.1″ display, this strongly hints at a collapse in sales because of cannibalization from the iPad mini,” Tech-Thoughts analyst Sameer Sing wrote last night.
Tablet display shipments by platform
Singh arrived at platform shipment numbers by analyzing the display sizes shipped in the last few months, as reported by NPD DisplaySearch. NPD says that shipments of 9.7″ tablets fell of a cliff, from 7.4 million in December to just 1.3 million in January.
9.7″ tablets are, of course, full-size iPads.
With a little more work correlating tablet display sizes and top tabs in the market, Singh arrived at the graph above: Android tablet displays grew in January, and iPad shrunk by more than half.
Obviously, this is potentially a shocking and catastrophic event for Apple.
But there is a possible explanation for this which does not involve iPadocalypse.
There are two potential reasons why Apple full-size tablet display shipments are vastly down. One is that Apple is selling far fewer, or planning to sell far fewer, and buying less. Another is that Apple is switching product mix and, perhaps, completely updating the iPad product line … and therefore ordering different sizes of tablet displays, which might just be coincident with some popular Android tablet sizes.
And therefore look like very much like Android tabs in the DisplaySearch numbers.
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