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.
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