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Chronicles

The story behind the story

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For every 100 web pageviews on an iPad, a Kindle gets 5, a Galaxy gets 3, and a Surface gets 0.22

Non-iPad web traffic is growing, but it's still a tiny fraction of what Apple's iconic tablet pulls in.  —  Advertising and analytics company Chitika released its December 2012 tablet market update …

VentureBeat John Koetsier

Context & Ripple Effects

Chitika has been running this scoreboard all year: its May 2012 study put the iPad at 94.64% of tablet web traffic, and by September the measured share had climbed to 98%. A year earlier, Pingdom clocked the iPad at 88% of global tablet web traffic, so the pattern across three measurement houses is consistent — Apple owns browsing, not just shipments.

The December update adds two wrinkles: the first hard per-device ratio for Microsoft's newly shipped Surface (0.22 pageviews per 100 on the iPad), and confirmation that non-iPad traffic is growing off a tiny base. The story traveled unusually wide for a stats post — BuzzFeed, Mashable, Fortune and TUAW among eight pickups — because it quantifies the gap between tablet units sold and tablets actually used.

First-order effects

  • Advertisers buying tablet inventory on Chitika-style data concentrate spend on iPad-targeted placements, leaving Amazon, Samsung and Microsoft with negligible measurable ad value per device in market.
  • The Surface's 0.22 figure hands Apple a talking point at exactly the moment its shares are sliding under Android competition, per the same week's coverage.

Second-order effects

  • Publishers and developers optimizing layouts and apps will keep designing iPad-first, reinforcing the usage gap that keeps rival tablets commercially marginal even where shipments grow.
  • Samsung and Amazon face pressure to convert Galaxy and Kindle hardware into engagement — price cuts and content bundling become the levers, since organic browsing share isn't materializing.

Third-order effects

  • If 'share of web traffic' displaces 'units shipped' as the industry's headline metric, quarterly measurement reports from firms like Chitika become contested ground where each platform's health is narrated.
  • A durable two-tier tablet market could take shape: one dominant browsing platform monetized through advertising, and a long tail of cheaper devices competing on media consumption and commerce instead.

The trend: Tablet web-usage share is emerging as the real scoreboard of the post-iPad tablet wars, testing whether Android and Windows devices can turn holiday shipments into everyday browsing.