Daniel Eran Dilger, Apple Insider:

The fact that iOS is more than twice as popular on the web as all Android devices combined calls into question market statistics by research firms such as IDC, which recently stated that Apple's share of the tablet market had fallen to 43.6% of worldwide tablet sales. That report was presented by Adrian Covert of CNNMoney to state that "Android is the new king of tablet market share."

How does Android, with its reported huge sales and massive install base, make up for less than half the web browsing usage of iOS?

To see this and eight other ‘believe it or not’ energy numbers from 2012, check out this article by Mark Halper over at SmartPlanet. Fascinating (and slightly worrying) stuff.

When I read this, a few things struck me. Firstly, that’s a lot of iPhones.

Second, Horace doesn’t usually preface estimates with quite this many caveats:

So I’m very uncomfortable with my forecast and find it hard to defend this quarter. I considered not publishing one at all because it gives too much confidence when none is warranted.

We may be surprised when the real numbers come out. Horace’ll be biting his nails.