The outlook for the next quarter calls for more of the same. With any new iPad models not expected to launch until late in the quarter or in the fourth quarter, Apple will have to continue to compete with low priced 7 inch Android models. As a result, insiders in the upstream supply chain see shipments of the Apple iPad for the company's fiscal fourth quarter to drop to 10 million to 12 million units.
During the fiscal third quarter, the breakdown of iPad shipments had 10 to 11 million tablets consisting of the full-sized 9.7 inch Apple iPad while 3.6 to 4.6 million were shipments of the 7.9 inch Apple iPad mini, according to those in a position to now. These sources claim that seasonal factors and low-priced Android slates hurt the Apple iPad during the quarter. In the calendar first quarter, Android tablets made up about 50% of the 50 million tablets shipped in the three-month period with the iPad accounting for 40%. In the second quarter, Apple's tablet is said to have seen its share of the market drop to 30% to 35%.