iPad competitors may be spinning their wheels, slowing production

Tablets

Companies that have introduced consumer tablets to compete with the iPad are dialing back production as demand for their tablets is failing to meet expectations. A new report issued Wednesday by J.P. Morgan Chase paints a sad picture for companies like Samsung, Motorola, RIM and ASUS as they look to make headway in the emerging consumer tablet market. These manufacturers have slowed production of their respective tablet offerings by as much as 10%, J.P. Morgan claims, due to limited consumer demand. Among those tablets that have failed to gain traction, the report lists the Motorola XOOM, which we know to have shipped at least 250,000 units in the first quarter alone; the BlackBerry PlayBook, which indeed isn’t selling well for some retailers but is thought to have sold 250,000 units in its first two months of availability; the ASUS Eee Pad Transformer, which the report says was initially selling well but is now overstocked in some cases; and the Samsung Galaxy Tab, which is far and away the second-best selling consumer tablet in the world. “Non-Apple tablet hopefuls have adjusted to the weak showing so far,” the report said. “We still think a tablet bubble burst could occur later this year.”

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130 Comments
  • Bringit

    There are competitors to the iPad?

    • http://theiphonefever.blogspot.com/ Michael Schwartz

      Yes, it’s pretty much the worst out of all the tablets out there:

      • Bringit

        Yup – those blogs you linked are definitely the final word on which tablet is the worst.  Wonder where those blogs are ranked.

      • http://theiphonefever.blogspot.com/ Michael Schwartz

        Unfortunately JavaScript is universal. Facts don’t lie.

        Also do you buy what some blogger tells you “is cool”?
        What a tool =))

  • http://daveysmind.tumblr.com David M.D.

    So we’re using underpowered tablets, carrier only tablets, and a falling from a peak high to gauge tablet demand. Oh…I get it.

    When will people on these sites and these so called “analysts” realize…Apple products will never lose demand. There’s only one place to get Apple products. One place to get iOS. You can’t say you don’t wanna buy an Apple iOS product, you wanna buy a (insert manufacturer) iOS product. It’s Apple or nothing.

    Whereas Android can be had from many a manufacturers. You don’t like the Xoom being only on carriers. Well you can go buy a Transformer. And in the future…you’ll have Iconia Tab, Galaxy Tab 10.1/8.9, and many many others. People buy into the OS nowadays, not the actual device. The world is turning towards software. I’ll be more inclined to believe Android tablets won’t have a chance when there are actually Wifi only tablets on the market and not just tied to a 2yr contract of data. If you’re really to believe tablets are in the computer category, then you have to realize nobody is going to want their “computer” to have a 2yr tie-in date to it.

  • Anonymous

    Since when was there a lot of demand for any tablet but the ipad? Did I miss something? Also I still don’t understand how these are competitors to Apple. Samsung, HTC, Motorola and whatever other OEM’s make a tablet running android are competing with each other.

    • Anonymous

      Great point. Is it iOS vs. Android or iPad vs. every other OEM tablet maker.

  • Anonymous

    Why are we still listening to analysts?  Why do you people take this as gospel?  Do you realize that any analysts job is to pump up the stocks that its firm is invested in?
    Apple stock is everyones darling…  Does ANYONE really think that any analyst will say anything negative about Apple?  lol  That time will come but its not now…
    I mean seriously…  Asus not selling well?  Find one for me…lol  Overstock?  where?

    • Anonymous

      If you only manufacturer around 25,000 units it is pretty easy to run out of stock. Notify the world when you have an OHA member shipping millions of tablets a month.

  • Anonymous

    Am I the only one waiting for the Toshiba Thrive?

    • Anonymous

      Probably not, surely there are two or three other people waiting for it.

    • http://profiles.google.com/kingofdaydreaming Vu Luu

      it’s a good device, I would buy it for my little brother if the Asus Transformer still out of stock..

  • Schnooky

    Hold on, this IS what it is all about. I walk the Aventura Mall every morning, and am totally fascinated by seeing ALL the OLD folks, and 90 percent of them are women over 55, sitting in the front corner of the Apple Store and learning how to use their new iPad they t bought!

    any way you look at it, NONE of these women would ever have bought ANY computer, but they did buy the iPad. This is a totally untapped market, that apparently now Apple owns. Schnooky

    • PenISrepublicOFyourCHIN

      the iPad is the geriatric bastard child of an iPhone. 

  • http://profiles.google.com/atypicalgeek Bernd Friedmann

    Still do not get why people buy something that doesn’t work right … just because there is a chewed on apple on the back …

    • Anonymous

      Shallowminded little man! You just don’t get it!;)

  • http://www.facebook.com/people/Edmond-Chou/598254704 Edmond Chou

    Eee Pad overstocked?  the last time I checked it is still not in stock on amazon

  • Anonymous

    Post some comparitive numbers? Include the Nook Color!

  • http://profiles.google.com/kingofdaydreaming Vu Luu

    “asus transformer initially selling well, but now overstocked in some case”   ???      I’m still looking forward to buy an Asus Transformer; Best Buy had them in stock couple day ago, now it’s gone… what’s the point of this post??  .. are you Apple’s fanboy?    great PR move Apple, try to confuse people more…  

  • MayORmayNOT

    When apple drops an iPad that has a superdrive, can install REAL programs, not apps, like Adobe Master Collection and Final Cut, then it will be magical, until then its an oversized iPod. 

    Im not trying to bash apple, i love their laptops/desktops but i think its apple that is spinning its wheels when it comes to the near future of the tablet game, one tablet, one size, no real change cosmetically, while other manufacturers, i.e. RIM, Samsung, will have 2 different sized tablets with multiple colors and many more options in speed and overall Gigs. 

    While I cant predict the future, from everything we’ve been hearing, apple may be the king of tablets now, but I doubt that will last unless they can offer more variety. 

  • worldbfree4me

    Problem is, every manufacturer not named Apple was too slow at bringing a viable product to the market and who said launching a Tablet in the Summer was a good idea? Sammy missed a golden opportunity a year ago to launch a competitive product alongside Apple iPad 1. Had they sold a Wi-fi only Galaxy Tab for say $399, they would pulled off a major coup. Instead they let the Carriers talk them into selling contract only devices. Moto also missed the boat by not seeing where Sammy failed and launched a product that was not only half baked (no LTE on-board) but it also had poor hardware (Screen is inferior to ASUS who’s Tab cost less) to boot. Love the ASUS and the ACER but most consumers including yours truly already have a tablet. Offer me a decent trade in value and I’d be happy to trade up! Or I like most are now off the market for at least 2 years. I’m not the smartest consumer but even I know that cell phones are to be had in the Summer and electronics in the Winter. So I suppose we should prepare for the Black Friday onslaught of Tablets in about 6 months.

  • http://www.facebook.com/people/CeeGee-Borela/100000183782060 CeeGee Borela

    ASUS Tf101 “Overstocked”??? WHERE???

  • Anonymous

    I think the problem here is that all of the iPad competitors are just iPad clones, trying to cash in on the device Apple’s made without offering anything new.

    Here’s a hint to all Non-Apple companies: Those of us who’ve not bought an iPad have done so because that type of device is not attractive to us. It’s not that we just HAVE to have a non-iOS device, it’s that a $500+ media consumption toy isn’t appealing. Make something different, or suffer.

  • Jerry

    Tablets are new. We have a long way to go. We cannot imagine what the landscape will look like 10 years from now. So don’t count out the IPad competition before the race even gets started. Remember, IBM no longer makes PCs. Dell is no longer the leader. VHS won the war of the tapes, but is now dead.  GM was invincible. MCI Worldcom was cornering the market. On and on and on. 
    I personally like the Android tablets and the IPad 2, but see some limitations in each platform. I will just keep using my trusty laptop until things shake out a little more.

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