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Archive for February, 2012

Archos sells more tablets than Asus and Acer, has Europe’s number one sub-400€ tablet market share

Posted by Charbax on 16th February 2012

Archos worldwide revenues increased 106% in 2011 compared to 2010. For the tablet sales in Europe, Archos is the second biggest tablet maker tied to Samsung. For the sub-400€ tablet market in Europe, Archos is the number one. Archos yearly tablet sales in Asia has exploded 464% going from 4,4M€ to 24,9M€ in revenue.

Think about it for a second. Archos is a 250-employee company based in Paris, and they are the European leader for the sub-400€ tablet market, they are virtually tied with the Samsung tablet sales in Europe and they are far in front of giants like Asus, Acer, Motorola, Toshiba, LG, Huawei, ZTE, HTC tablet sales in Europe.

Archos revenue from US sales “only” increased 57% year/year from 18,2M to 28,6M, my theory is because Archos has to prioritize where to spend their cash for production and distribution. Just as the Samsung Galaxy S2, Galaxy Note were released in Europe and Asia before the USA, Archos also has to choose to prioritize shipments to the European and Asian market, some markets also where Archos may be able to extract larger margins and satisfy resellers more evenly (a US reseller constantly having to be out of stock gets angry..). Over the past 3-4 months, monitoring the forums at http://forum.archosfans.com one can see hundreds of messages of American consumers being somewhat dissapointed not being able to buy the latest Archos G9 series of tablets, and due to Texas Instruments OMAP4460 1.5Ghz Processor being delayed, Archos can only really start shipping that promised 1.5Ghz tablet speed since recently. Also to consider, Archos has yet to annonce a 3G/4G/LTE USB Stick carrier for the US market, as the US market isn’t compatible with the rest of the worlds open unlocked 3G/HSPA+ SIM card USB stick system (I do believe some carrier, at least an MVNO should soon be allowing Archos provide a USB stick compatible with their network).

Consider this, Archos is a 250-employee company, with currently their record yearly revenue at 171,4 Million Euros ($224.669 Million). Apple has 60400 employees and a 2011 revenue of $108.249 billion. That means Archos makes 481 times less revenue than Apple. Yet, Archos manages to be second largest tablet seller in Europe behind Apple and tied with Samsung.

My theory is that if/when a company like Archos can get access to more cash, they can increase the mass production of their products and I think Archos has no problems selling out of all of their inventory, pretty much regardless of the worldwide region.

The Android tablet market has exploded in 2011. I believe the daily Android tablets activations worldwide has now overtaken the iPad2. The regular stack of analysts will only demonstrate that when they estimate Q1 2012 tablet sales in early April. I base my estimation on the fact most major latest Android tablets were released not before December 2011 (Archos G9, Kindle Fire, Nook Tablet, Motorola XyBoard, Samsung Galaxy Tab 7.0, Samsung Galaxy Tab 7.7, etc), thus counting since December 2011 (and not October 2011 as the latest analysts have) positions Android tablets even more favorably against the iPad2.

With excellent value for money in Archos ICS-capable tablets, such as the $279 Archos 101 G9 Turbo 1.5Ghz, the $229 Arnova 9 G2, the Archos 70b Internet Tablet and the $149 Arnova 7b G2, all of them imminently fully running Ice Cream Sandwich, I believe Archos is well positioned to continue their growth in tablet market share. It’d be awesome to see Archos find the time to also provide an OMAP4460 1.5Ghz 7″ Kindle Fire killer (at around $249) and a 5″ Galaxy Note killer (at around $199) tablet with USB 3G/4G/LTE stick support as my favorite tablet sizes are 7″ jacket pocket sized and 5″ pants pocket sized.

Revenue for the fourth trimester 2011

In M€ non audited Q4
2011
Q4
2010
Var
(M€)
Var
(%)
EUROPE 46,3 24,6 21,7 88%
ASIA 8,7 2,2 6,5 300%
USA 10,2 8,8 1,3 15%
TOTAL 65,2 35,6 29,6 83%

 

Total revenue for 2011

In M€ non audited 2011 2010 Var
(M€)
Var
(%)
EUROPE 117,9 60,7 57,2 94%
ASIA 24,9 4,4 20,5 464%
USA 28,6 18,2 10,4 57%
TOTAL 171,4 83,3 88,1 106%

 

Yearly revenue (Million €)

2009 : 57,9 ($76M)
2010 : 83,3 ($109.5M)
2011 : 171,4 ($224.7M)

Source: Archos Q4 2011 earnings press release on abcbourse.com and investir.fr

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Archos 101 G9 Turbo 1.5Ghz for $279 at Woot.com today

Posted by Charbax on 9th February 2012

It’s basically as powerful (or more powerful) than a Tegra3 tablet, but at nearly half the price. The normal MSRP price is $399 so this is a good deal! It’ll support Ice Cream Sandwich through an official firmware update probably coming later this month. Support for US-compatible 3G/4G/LTE USB sticks is probably also likely to soon be announced.

Check it out at http://www.woot.com/

Found via: androidpolice.com

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