IDC through quarter 3 estimated that just under 142 million units were shipped and our average from our collection of all estimates came to 136 million.
The NPD Group commenting on US consumer spending in the holiday season (November 1 to December 31) said;
“Consumers purchased 11 million tablets this holiday season, up 45 percent from 2012, but revenue only increased 7 percent. Sales of 7-inch tablets increased by nearly 2.5 million units and accounted for 38 percent of all sales, with an ASP of $102.”
Over here we were impressed to see that Tesco announced yesterday sales of 400,000 hudl’s which from a standing start is quite remarkable.
The Average Selling Price (ASP) comment is well made by NPD as we got the impression that a lot of discounting was underway and the move to smaller screens is also an influence. It will be interesting to see how Apple fared although their iPad Air probably helped maintain their ASP’s and margins.
We shall see!