updated 02:43 pm EST, Thu December 12, 2013
Apple's new iPads topping all in tablet sales
The tablet market is performing strongly this holiday season, and Apple's iPad Air and iPad mini are leading the pack among all contenders. This according to a new report from market analysis firm Canaccord Genuity, which saw the two newest iPads outpacing entries from Samsung, Amazon, and Google throughout November and the first half of December. The findings are in keeping with previous analyses of the tablet market, which showed Apple in the lead but Samsung and others increasing share.
Canaccord's daily letter for December 11 found strong sales for both the iPad Air and iPad mini throughout November, according to surveys conducted with retail industry contacts. Samsung's Galaxy Tab series also saw strong sales, as did Amazon's Kindle and Google's Nexus tablets. Canaccord's analysis actually predicts an increase in Apple's already strong tablet market share position over the holiday period due to strong performance.
The firm's look at Black Friday iPad Air and mini sales saw strong demand at big-box retailers, through online channels, and in Apple and carrier retail stores. Follow-on carrier surveys after Black Friday and Cyber Monday saw the iPad Air available in most stores but constrained stock of the new iPad mini with Retina Display. This is in keeping with previous reports showing the Retina iPad mini in short supply.
Other tablet manufacturers are seeing solid sales as well, including Samsung, though none so well as Apple's iPad line. Still, Canaccord saw consistent demand for Samsung's Galaxy tablets, Amazon's Kindle Fire line, and Google's newest Nexus tablets.
Samsung in particular has seen some luck due to its ability to aggressively price its tablets in order to grow its market share in the segment. The South Korean tech giant has been giving away tablets with its smartphones and otherwise significantly discounting them in an effort to push inventory into the hands consumers.
Canaccord's analysis also took a look at the smartphone market, finding Apple still a solid leader in mindshare. The iPhone 5s' previous supply constraints appear to have loosened, and Canaccord's look at the industry reveals much the same. The 5s was apparently the top selling smartphone at all four tier-1 carriers in the United States, according to Canaccord's survey. The analyst firm expects that Apple will finish the fourth quarter having sold between 52 and 54 million iPhones, and it raised its price target to $600 with a "Buy" rating.