iPad 2 vs. XOOM: sales comparison ugly for Motorola?

XOOM (Motorola Mobility)
By Richi Jennings. April 7, 2011.

Update 2: sales figures for the Motorola XOOM (MMI) look lousy, in comparison with iPad 2 (AAPL). At least, that's according to an analyst at Deutsche Bank -- but is it accurate? And if so, is that good or bad for Android (GOOG)? In IT Blogwatch, bloggers get an early read on the Android tablet's popularity.

Your humble blogwatcher curated these bloggy bits for your entertainment. Not to mention Don't Take It Personally, Babe, It Just Ain't Your Story...

Jay Yarow calls it "A flop":

[XOOM] is not exactly blowing the doors off. ... Motorola has only sold 100,000.


For some context, Apple sold 300,000 iPads on the first week weekend it was available. (And it's been selling like crazy since then.) 

Ben Rooney goes all Lao-tzu on us:

The journey of a thousand miles begins with one step and so on. ... In comparison to Apple’s figures the Xoom does look pretty anemic. ... The only other tablet to generate some real traction has been Samsung’s Tab ... [but] shipping and selling are two very different things. It hasn’t revealed its sales.


Not the best of starts for the 4G tablet. .. At $799, the Xoom ... costs $70 more than a comparable 32 GB iPad with 3G. ... Expect to see some heavy discounting soon. 

Seth Weintraub considers this:

100,000 units isn't horrible – that is, unless you look across the isle at Apple's iPad 2.


The first Android phone, the G1, wasn't a critical success for the first year of its existence. Google kept iterating however and wound up with significant success ... about a year later. With about 50 new tablets coming down the pipe ... it is still way too early to count Google out. ... It will be interesting to see how the landscape changes over the next year. 

But where did that figure come from? Charles Arthur joins the dots:

An analyst ... [read] the Android Developer statistics. ... Only 0.2% are running "Honeycomb", the tablet-only Android version. ... The analyst ... decided that the 0.2% showing ... translated into 100,000 sales of the Xoom (which has only been released in the US, and only in the 3G version until the Wi-Fi version joined it on 27 March).


The 100,000 figure is reasonable. ... Could the number be higher? Very easily. ... Unfortunately, there's no way to know by how much ... [but] 100,000 has a finger-in-air feel of "about right". ... It feels absurdly premature to write it off. The Wi-Fi only version may be suddenly doing gangbusters. ... The challenge is on for Google to prove that it has a viable tablet OS. 

  Daniel Ionescu has another analyst's prognostications:

Sales for the Motorola Xoom tablet ... are "well below forecast" ... Pacific Crest analyst James Faucette ... asserted in a research note.


The 10-inch Xoom is Motorola's first Android 3.0 tablet; [it] looks obese in comparison to the slender iPad 2. ... The Xoom also had a few initial hiccups: SD Card support was not enabled, and Flash support came ... only weeks after launch. 

So what does it tell us, Peter Smith?

It depends on if you're an Apple fan or not ... few brands have the kind of loyal followers that Apple has. ... So maybe Motorola just has the odds stacked against it. ... Or maybe ... Android tablets are just too darned expensive.


Does it makes sense to take on Apple ... with a "comparably priced" product? I don't think so. ... Motorola has to cut the price or settle for having a niche product on its hands.


It'll soon have plenty of competition from other Android tablet makers, too. ... I've got $400 ear-marked for the first solid 10" Honeycomb tablet to hit the market.  

John Cox Toys wi' Us:

Until like about yesterday, computers have been sold in relatively specialized "electronics" stores or ... electronics departments of the big box chains. ... But Apple has been moving its mobile products into entirely new venues, like Target and ... Wal-Mart.


[It's] reported that Toys 'R Us is training retail staff on selling the iPad 2 ... the retailer will start offering the iPad 2 in May. ... Apple's approach to designing products like iPod, iPhone, and iPad is to submerge the thing called "technology" deep beneath the "experience." ... So while there will be ... tablets that have a more powerful CPU ... or more memory, they likely won't the devices you'll find [in] the toy store.  

Meanwhile, Adrian Kingsley-Hughes thinks it's all sound and fury, signifying nothing:

Until we get better numbers (numbers that don’t need Nostradamus to decipher them) I’m withholding judgement. 

And Finally...

Don't Take It Personally, Babe, It Just Ain't Your Story

[Warning: a few swears; hat tip: Andy Baio]

Don't miss out on IT Blogwatch:

Richi Jennings, your humble blogwatcher
  Richi Jennings is an independent analyst/consultant, specializing in blogging, email, and security. A cross-functional IT geek since 1985, you can follow him as @richi on Twitter, pretend to be richij's friend on Facebook, or just use good old email: itbw@richij.com.

You can also read Richi's full profile and disclosure of his industry affiliations.

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