If you were wondering how much the launch of the Amazon Kindle Fire impacted Apple’s dominance in the tablet market, IDC has the answer for you. According to its figures, Apple’s tablet market share dropped to 54.7% in the fourth quarter of 2011, which is much lower than it ws in the previous quarter. Apple’s market share dropped from 61.5% to 54.7%, while Android saw its market share rise from 32.3% to 44.6%.
A total of 28.2 million tablets were shipped globally in Q4 2011, of which 4.7 million were Kindle Fire units, and 15.4 million were iPads. After Apple and Amazon came Samsung, which shipped around 1.6 million units.
However, shipment figures don’t really tell you the complete story. Apple has the highest profit margins in the industry, and probably made more profit by selling one iPad, than Amazon made by selling 20 Kindle Fire units.
Besides, we expect the tide to turn back in Apple’s favor in the first half of 2012, as Apple starts shipping “The New iPad”. In Q3 2012, we should also see Microsoft start to make headway in the tablet market with Windows 8. Google’s rumored Nexus tablet could also help Android gain some additional market share. 2012 is going to be a crucial year for all players in the tablet market. My money, however, is on Apple… and maybe even Microsoft.