The discrepancy in the estimates of independent market researchers
is even greater. According to an IDC press release issued just
last week, Samsung sold 2,391,000 tablet computers worldwide in Q2
2012, up 117.6% from the same quarter last year. According to
Samsung’s court filing, it sold a total of 37,000 tablets in the
U.S. last quarter, down 86% year over year.
While its possible that Samsung’s overseas sales made up the
difference, it’s extremely unlikely. According to court
documents Apple (AAPL) filed Thursday, revealing for the first
time its domestic iPhone and iPad sales figures, the U.S.
represented an average of 42% of its worldwide tablet unit sales
over the past nine quarters. The U.S. share of iPad sales was
never lower than 26%.
If Samsung really sold 2.4 million tablets last quarter, as IDC
estimates, 1.5% were sold in the U.S. and 98.5% overseas. That’s
pretty hard to believe.
IDC has some explaining to do.