That's no longer true, says Morgan Stanley's Katy Huberty.
Working from the tracking numbers IDC released two weeks ago -- which reported that Apple's share of tablet shipments in the September quarter had fallen below 30%, their lowest level yet -- Huberty calculated that the iPad's share of global tablet revenues hit an even more troubling milestone:
“For the first time, Android devices accounted for a greater share of the market in revenue terms than iOS,” wrote Huberty in a note to her clients. “Android revenue share reached 46.2% in 3Q13, for the first time exceeding iPad share of 45.6%. Android’s unit share grew to 66.7% from 58.5% a year ago, largely driven by Samsung and Lenovo, while iPad share declined to 29.7% from 40.2%.”
The growth in the Android tablet market was said to be due to strong sales by Samsung and Lenovo. Q3 was expected to be a slower quarter for Apple since it had the new iPads ready for release in Q4, but that is still a precipitous drop from last year. It certainly looks like this may not be the last time that Android out-earns iOS in the tablet world
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