IDC Sees Apple (AAPL) Stealing Back Tablet Market Share from Google (GOOG) in FY12

June 14, 2012 1:12 PM EDT
IDC raised its tablet outlook for calendar 2012 tablet sales Thursday, now expecting strong second-half numbers.

According to the firm, tablet sales in 2012 are expected to be 107.4 million units, up 1.2 percent, or 1.3 million units, from its previous forecast of 106.1 million.

Looking to 2013, IDC raised its outlook 3.9 percent to 142.8 million units. In 2016, shipments are expected to reach 222.1 million units, or about double whats expected this year.

The company said its not going to be all tablet makers which benefit, however. According to IDC, Apple (Nasdaq: AAPL) is likely to start selling more iOS-based tablets than what manufacturers using Google's (Nasdaq: GOOG) Android will sell. Apple will grow its market share from 58.2 percent in 2011 to 62.5 percent in 2012. Android tablets will cede about 2.2 points of market share, to 36.5 percent.

IDC cited Retina display and 4G as key factors for Apple iPad owners to upgrade and the lower iPad 2 price making an easier entry point for those who put off buying one. Basically, there's little sign of slowing down.

IDC is not currently forecasting Microsoft (Nasdaq: MSFT) Windows 8 or Windows RT tablets in its Media Tablet Tracker. However, beginning next quarter, IDC will institute several taxonomy changes that will bring all tablet slates, regardless of OS or processor type, into the Media Tablet Tracker.

Shares of Apple and Google are in positive territory Thursday afternoon.

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