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IDC: Apple's tablet share fell to 50.4% in advance of the mini

November 5, 2012: 8:33 AM ET

Android tablets -- from Samsung and Amazon -- took up the slack

Source: IDC

FORTUNE -- IDC's report on the worldwide tablet market for the third quarter of calendar 2012 -- before Apple (AAPL) released the new iPad mini and iPad 4 -- show the growth of the global market slowing and Apple's share of that market falling from to 50.4% from 65.5% in calendar Q2.

"After a very strong second quarter, Apple saw growth slow as both consumer and commercial (including education) shipments declined, and rumors of a forthcoming iPad mini began to heat up," said Tom Mainelli, research director, Tablets at IDC. "We believe a sizeable percentage of consumers interested in buying an Apple tablet sat out the third quarter in anticipation of an announcement about the new iPad mini. Now that the new mini, and a fourth-generation full-sized iPad, are both shipping we expect Apple to have a very good quarter. However, we believe the mini's relatively high $329 starting price leaves plenty of room for Android vendors to build upon the success they achieved in the third quarter."

Although neither Samsung nor Amazon (AMZN) release tablet sales or shipment figures, IDC estimates that the two companies' shipments "surged" last quarter. "Most notable," according to its press release, "was the impressive quarter turned out by Samsung—driven by its Galaxy Tab and Note 10.1. Samsung shipped 5.1 million tablets worldwide in 3Q12, up 115.0% from 2Q12; that's an increase of 325.0% from 3Q11, when it shipped 1.2 million tablets."

You can read the full release here.

Below: IDC's tablet spreadsheet.

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Philip Elmer-Dewitt
Philip Elmer-DeWitt
Editor, Apple 2.0, Fortune

Philip Elmer-DeWitt has been following Apple since 1982, first for Time Magazine, and now on the Web for Fortune.com.

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