iPad display shipments have collapsed in the first month of this year, according to recent data from NPD and some creative analysis. In fact, full-size iPad display shipments seem to have disappeared, dropping by an astounding 80 percent from December to January, even as Android tablet sales have grown.
“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.
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 have plunged, 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 tablets in the market, Singh arrived at the graph above: Android tablet display shipments grew slightly even in the post-holiday month of January, while overall iPad display shipments shrunk by more than half, from around 14 million to about six million.
Obviously, this is potentially a shocking and catastrophic event for Apple.
Last year when Android overwhelming seized the smartphone market-share lead, tablets were still a very bright spot for Apple, as iPad maintained market share of 68 percent early in the year and 73 percent in China mid-year. But iPad’s position was precarious, as analysts’ predicted, noting that Android tabket sales out-grew iPad sales in six out of the last eight quarters. And the IDC says that iPad dropped from 46.4 percent to 43.4 percent share in Q4 late last year.