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

Posted by Charbax on February 16th, 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

  • porusm

    This is good news for Archos, and while they may have found a lot of new customers, they’ve also managed to alienate and drive away many of their old ones this year. And they still haven’t come to India where the tab market grew 10 times in 2011, in spite of having promised to do so in September. They’ve in fact recognized that people have bought Archos/Arnova tabs from abroad and outsourced service and support to a local company. So let’s hope 2012 brings some cheer to those who’ve lost faith in 2011.

  • http://ARMdevices.net/ Charbax

    I think Archos would love to be more present in India, the thing is Archos doesn’t yet have enough cash to mass produce enough devices to satisfy worldwide demand, so they have to prioritize shipping for now in certain regions. The Indian market though for sure has to be very important for them. I think when Arnova G2 has perfect ICS firmware, perhaps next month, that should make some awesome products for India, for example the Arnova 7b G2 at $99, Arnova 8b G2 at $149, Arnova 10 G2 at $189, Arnova 9 G2 at $199, all running ICS smoothly, those can easily be super hits in India I think. I think Archos would love to upgrade all their old devices to ICS, the only thing is it’s not a piece of cake and it’s logic that Archos has to prioritize, upgrade the newest devices to ICS first and then hopefully it’s not too difficult to port that work also back to all the previous devices, soon officially upgrade Gen8 and Gen7 with ICS, why not?

  • porusm

    Let’s hope we get at least Arnova soon, meanwhile I’ve picked up an Acer A100 for $250 and I’m lovin’ it. It’s got brilliant build quality and it’s pretty snappy. Great value for that price. I think Acer and Asus are going to go on an all out price war this year with some pretty good tabs so it’s gonna be good times for people looking for tabs on a budget.

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