iPad. Indeed, the lower-cost Kindle Fire with a smaller screen has shaken up the market, and now Google Inc. GOOG -0.92% has launched its own Nexus 7 tablet with similar form factor and price.
Still, investors need more specifics on unit numbers rather than a vague “millions.” Amazon did say that in the last nine months it has captured 22% of the U.S. market.
Samsung’s turning to Microsoft After losing to Apple in its U.S. patent suit, Samsung appears to be shifting gears.
On a global basis, the numbers shift slightly because Amazon does not ship its Kindle Fire outside the U.S. Market research firm IDC reported earlier this month that Amazon has a 5% share of the global tablet market, with Apple still the leader at 68.2%, and Samsung No. 2 worldwide in tablets, with a 9.2% of the global market.
IDC said Amazon shipped 1.2 million Kindle devices in the calendar second quarter, while Apple sold 17 million iPads. Apple, as investors know, breaks out unit shipments of its products, which helps in the compilation of financial models. This can backfire when Apple misses on something like iPhone unit sales, which it did in the most recent quarter, with consumers awaiting the iPhone 5.
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