In Q3, Android tablets generate more revenue than iOS for the first time

In Q3, Android tablets generate more revenue than iOS for the first time
Android tablets have been overtaking the market at a higher clip recently, and have been outselling Apple's tablets for a while now. But, as is Apple's aim, the iPad has continued to pull in more revenue than all of the Android tablets combined, until this last quarter. According to new data for Q3 of 2013, Android tablets generated more revenue than iOS tablets for the first time.

Morgan Stanley's Katy Huberty said in a research note that for the first time, Android tablets earned 46.2% of the revenue share for Q3 2013, which bested Apple's revenue share of 45.6%. Of course, in order to beat Apple in revenue, Android manufacturers had to ship more than twice as many tablets. Android's share of units shipped grew to 66.7% for the quarter (up from 58.5% year-over-year); and, Apple saw a big drop from 40.2% in Q3 2012 to just 29.7% this year. 

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. 

source: Fortune via VentureBeat



1. Droid_X_Doug

Posts: 5993; Member since: Dec 22, 2010

The march of the Androids continues. Prepare to be assimilated. Resistance is futile.

3. woodshop20

Posts: 459; Member since: Sep 14, 2013

iOS 7 has already assimilated. It is basically a stripped down (albeit buggy) offspin of Android.

11. Shatter

Posts: 2036; Member since: May 29, 2013

You can't even download files from the internet on IOS from like mediafire. 5+ year old feature phones can.

2. mr.techdude

Posts: 571; Member since: Nov 19, 2012

The time has finally come with thousands of different android tablets won against 7 ipads, and it will stay this way

4. JakeLee

Posts: 1021; Member since: Nov 02, 2013

What amazes me is that it's actually the first time in Q3. In Q3, any sane person would postpone purchasing an iPad until a new version arrives. Anyway, congrats.

30. ph00ny

Posts: 2055; Member since: May 26, 2011

That was the exact same sentiment about the iphone before it was overtaken wasn't it? Trend was that this was long time coming and sure ipad may regain market share but for how long?

5. woodshop20

Posts: 459; Member since: Sep 14, 2013

iPad is really feeling the heat now. It's arguably still the best ARM tablet, but I see Android tablets overtaking it within a year or two.

6. JakeLee

Posts: 1021; Member since: Nov 02, 2013

Sorry disappointing you. 64-bit is a huge hurdle for Android. On an iPhone 5s, if you get a notification while playing a 32-bit game, it gets laggy to no end for a short duration. That's what you gonna see on 64-bit Android THE WHOLE TIME running 32-bit apps.

7. DaHarder

Posts: 177; Member since: Oct 10, 2009

Maybe if Apple would finally see fit to include more than 1gb of RAM in their devices all that 'laggy' nonsense would be resolved. Luckily ALL top their Android devices currently feature 2gb or more RAM... Therefore they'll likely suffer no such issues as those 'far lesser equipped' Apple devices. ... and just so you'll know: Apple's A7/64bit rhetoric amounts to very little in Real World performance gains due to both the aforementioned lack of RAM as well as there being very few apps (outside of a few silly games) that benefit from such architecture. Regardless... Android's gaining (as will Windows tablets) on Apple and it's all the better for the entire tablet market.

9. JakeLee

Posts: 1021; Member since: Nov 02, 2013

The lag I mentioned above isn't caused by memory shortage, but states changes (64bit32bit) that occur in exception level which takes lots of time. Android with its full fledged multitasking support, will spend more time/power switching between 32/64-bit than dealing with actual tasks when running 32-bit apps. And why should the Android app devs move to 64-bit when almost half of their potential customers are stuck with the 32-bit-only Android 2.x?

8. nlbates66

Posts: 328; Member since: Aug 15, 2012

i'm thinking you probably have absolutely no idea what the whole 32-bit / 64-bit debacle is actually about...

12. Shatter

Posts: 2036; Member since: May 29, 2013

64bit can run 32bit applications 99.9% of the time with no issues. If it does do something on windows which is rare it is usually fixed by using compatibility mode.

13. JakeLee

Posts: 1021; Member since: Nov 02, 2013

Correct, ARMv8 can execute 32-bit binaries very well. The catch is...... AARCH64 and AARCH32 don't interwork unlike x86 and x64. "Transitions between AArch32 and AArch64 can only occur at exceptions and exception returns." 64-bit ARM is a completely different story. Stop comparing this with what happened on Windows.

16. woodshop20

Posts: 459; Member since: Sep 14, 2013

I think this is a non-issue. Android will move to 64 bit, when the hardware is ready. Also, the state change can be greatly helped by more RAM and faster processors. I mean, since when do you see laptops lag when running 32-bit apps?

22. xfire99

Posts: 1206; Member since: Mar 14, 2012

Its software optimization and not hardware that is the problem.

25. JakeLee

Posts: 1021; Member since: Nov 02, 2013

Sir, may I laugh? How is the RAM supposed to cut down the exception overheads? Do the PCs runs faster when they are placed in an office building with a large parking lot? Faster processors? Which ones? And one more time : x86 and x64 interwork, seamlessly. AARCH32 and AARCH64 don't. That's the difference.

27. Finalflash

Posts: 4063; Member since: Jul 23, 2013

Yea I don't know who is feeding u this BS but u need to stop listening to them. The current architecture allows the processors to switch between the 2 modes easily enough and with multiple cores it really doesn't matter because all non ui threads are handled by idle cores. Now I can see why an Apple fan would think that's a problem coming from two cores, but we have no such shortage on Android. Plus Android runs on a virtual machine, all code runs equally no matter what mode you are written on. The primary kernels will be 64 bit, but that layer doesn't interact with the top level layers.

29. JakeLee

Posts: 1021; Member since: Nov 02, 2013

What a BS : Do you even know what exactly happens when an exception occurs? It might seem to be dealt with just a few function calls, but you will be surprised by the amount of things those functions do with the core, cache, stack, and pipeline. What a BS part 2 : Ever heard of NDK? That every app is forced to start on an instance of VM doesn't mean they all stay there. NDK based apps abandon the VM ASAP. Only "hello world" junks and simple web client apps that don't need the processing power to start with are SDK based while serious stand-alone apps are pretty much all NDK based. Wouldn't it be ridiculous to see all those "hello world" garbage get 64-bit accelerated while serious apps remain 32-bit due to the fragmentation? Why should the devs bother writing 64-bit versions of their serious apps with probably only 1~2% market share of 64-bit Android?

33. Finalflash

Posts: 4063; Member since: Jul 23, 2013

Are you joking or something? Please tell me you aren't still stuck in the 60s. Most android apps are built using java which runs on a virtual machine. The one or two that aren't are not going to haemorrhage the system for 200 million people. The serious apps you are talking about exist few and far between, I would love to use autocad on my tablet but guess what, that's not what 99% of people use it for (but if you are one of those numbers guys you might think so). 64 bit makes no difference code wise at all. To expect people to code for 1-2% performance is ridiculous. RAM usage is all it is good for, but for some reason (thanks to Apple being marketing geniuses actually) a whole segment of society (not going to comment on their mental health) believe it has amazing benefits aside from that. The remake of the instruction set is great, but the benefits of those have nothing to do with 64 bit, it is just optimizations and efficiencies that ARM added in because they could (even on 32 bit). OpenGL games don't care what you are running on as long as they have their resources (processor doesn't even matter since GPU is bottleneck in games). Please get this 64 bit boner out of your systems because it has been on the PC, PowerPC, and 10 other things, for a decade and some and we know from experience what it entails. Stop letting Apple invent BS (at least they're inventing something though) and then re-feeding it to everyone.

34. JakeLee

Posts: 1021; Member since: Nov 02, 2013

You must be kidding, or smoking some shady herbs. Google made NDK available long after SDK, because it was so unbearably slow. You must be the one who's still stuck in the 60s. It doesn't take autocad to bring down the tedious VM Android is relying on - or stuck with. Do you honestly think your favorite photo managing apps are written with the SDK? What about third party plugins/frameworks? You may stick with the SDK for a good reason, but as soon as you make use of any single third party one, odds are really really good that your app isn't pure blood anymore. You are saying the new ISA is great. That's plain BS. It's obvious you never took a look at it. It's highly streamlined. All the delightful instructions like smulxy are gone what made the old design so powerful in right hands. By far the most striking advantage of AArch64 despite the ISA being less efficient is the sheer number of its architectural registers that allows maximum ILP. What do we need for this? An ARMv8 Soc PLUS a 64-bit OS. Apple has both, Google AND the OEMs NONE. You may still argue that this enhancement isn't related with the registers being 64-bit wide, but face the reality : If it takes a 64-bit SoC PULE a 64-bit OS, it's a benefit of 64-bit transition. Period. And yes, the performance gains we witnessed on x64 Windows comes IN ADDITION. They do even SYNERGIZE. People discounting the benefits of AArch64 based on their experiences with Windows x64 are simply morons. They know nothing about ARM. Nothing. What bottlenecks the GPU is almost always the fragmentation shader. What do smart people do? They offload the GPU and let the CPU do the vertex shading which is done far more efficiently in 64-bit. Only morons let the GPU deal with both. Most serious apps for iOS where performance matters are already rebuilt targeting iOS6 or higher which means they are pure 64-bit ones on 5s that heavily benefit from ARMv8's enhancements. Unlike most self-claimed tech experts's fortune tellings, Apple's move to 64-bit is almost completed. - at least on the 5s and/or the new iPads When will this happen on Android? When will be the first 64-bit SoC released? When will be 64-bit Android released? Will the first 64-bit devices be shipped with 64-bit Android? How are the OEMs supposed to provide additional 64-bit updates when dealing with 32-bit alone is already so hard for them? When will the devs start supporting 64-bit Android? When will the 64-bit Android's market share reach 50%? How many of the OEMs beside Samsung will survive the transition with the additional pressures/workloads supporting 64-bit? 64-bit transition will be disastrous for Android.

10. ihavenoname

Posts: 1693; Member since: Aug 18, 2013

iPad Air and Mini 2 are both awesome, but with new Nexus 8(?), 10 and (what i liked to see) Note 8, they are having a lot of pressure.

14. alexpirnuta

Posts: 5; Member since: Aug 05, 2012

I love my Galaxy Note 10.1 2014 Edition! Wayyyy better than the ipad I just sold..

15. KillgoreTrout

Posts: 53; Member since: Sep 04, 2013

I just sold an Ipad 4 to get the same Note you did. I really enjoy it. The S-pen is what makes it way better in my opinion. But honsetly, the Note does lag during some tasks which is annoying. Going through the play store has a pretty annoying lag to it. Hopfully a software update with fix the problems. The Note 10.1 fits my needs for now (device used for school), but Ipads are still pretty kick ass and I could easily see myself getting an ipad 6 or 7 depending on how they turn out. The bottom line is the competition in this market is now fierce and companies are producing better and better products. Consumers are definatly winning here.

19. joey_sfb

Posts: 6794; Member since: Mar 29, 2012

Get only the Note 10.1 2014 LTE edition its build on the same note 3 Snapdragon 800 cpu. Somehow the Samsung octa cores are still work in progress.

18. woodshop20

Posts: 459; Member since: Sep 14, 2013

The Tegra Note 7 is also another good alternative to the iPad (mini). It has the pressure sensitive stylus, the Tegra 4 and already planned updates to 4.4. The only real let down is the low-res screen and I'm not too confident about the build quality. The Nexus 8/10 will really challenge the Apple tablets.

20. joey_sfb

Posts: 6794; Member since: Mar 29, 2012

High resolution screen is important if you intend to use the tablet as a digital canvas.

23. fanboy1974

Posts: 1345; Member since: Nov 12, 2011

Must look at the big picture. What about over 95% of everyone else that use these tablets? People tend to focus on special use scenarios forgetting about the everyday normal person that uses them the most. The majority of people don't want to spend a lot for these things. Most people are fine not buying a Lexus and would rather buy a Toyota. And Toyota's sale a lot more than expensive Lexus's.

17. GeekMovement unregistered

I'm surprised I thought the nexus tablet was a huge force in android tablets more so than Samsung or Lenovo, but interesting news anyway.

21. fanboy1974

Posts: 1345; Member since: Nov 12, 2011

The issue too is that the adopters of new iPad's are previous customers who already bought apps and in app purchases. Apple news to appeal to a new audience, the budget minded audience that still want top notch features, and keeping the iPad Air at $500 and increasing the price of the mini to $400 is not the answer. Oh, and still keeping the iPad 2 on the market for a whooping $400 is the worst mistake of them all. Apple is only worried about it high profit margins. They don't see the big picture as Google sees it.

24. alaahershy

Posts: 34; Member since: Jan 02, 2013

Very simple : Android Tabletsssssssssssss vs 2 iPad

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