Samsung, Asus and other Android tablet vendors are reportedly very concerned over rumors that Apple is working on a 7.85-inch version of its iPad tablet, currently referred to as the “iPad mini.” Apple sold more than 15 million post-PC slates in the December quarter last year, and Android tablet makers are said to be concerned that a smaller, cheaper version of Apple’s wildly popular tablet will make it extremely difficult to remain competitive in the space. Moreover, Google is said to be prepping an own-brand 7-inch Nexus tablet to launch later this year, which will likely make it even more difficult for Android partners to compete. DigiTimes’s sources said “non-Apple” tablet vendors are fine for the time being thanks to the growing popularity of the 7-inch tablet space. If Apple and Google do release mid-sized tablets of their own, however, companies like Samsung and Asus “may soon have difficulty to survive” according to the site’s sources. More →
Michael Dell, founder and CEO of Dell Inc., said on Tuesday that Android tablets have failed to gain significant traction in a market dominated by Apple’s iPad, and that Microsoft’s upcoming Windows 8 platform has a good chance of achieving better sales. Mirroring the sentiments of countless pundits, Dell says the tablet market today is basically an iPad market, and that Apple’s competitors have failed to offer a compelling alternative at this point. “If you look at the tablet market, you have to say right now it’s an iPad market,” Dell said while speaking at the Web 2.0 Summit on Tuesday. “The Android stuff has not done fantastically well, I think I’m being fair. Microsoft has a pretty good shot with Windows 8, we’re pretty excited with what they’re doing.” Michael Dell said this past April that sales of Android tablets would overtake iPad sales just as sales of Android smartphones have surpassed the iPhone. The company’s Android-powered Streak tablet has not been a hot seller for the computer maker however, and now it appears as though any future plans for new Android tablets may be put on hold. Recent reports suggest Dell may release is first round of Windows 8 tablets in the third quarter of 2012. More →
Apple’s wildly popular iPad 2 will have “free run” in the tablet market this holiday season according to market research firm Gartner. As many Apple competitors continue to spin their wheels, Gartner says global tablet sales are on pace to total 63.6 million units in 2011. Only 17.6 million consumer tablets were sold in 2010, and Apple accounted for the overwhelming majority of sales. The firm anticipates that Apple will account for 73.4% of tablets sold in 2011 — a figure that coincides with earlier estimates — and Gartner says Android will be a distant second in the tablet space this year. “We expect Apple to maintain a market share lead throughout our forecast period by commanding more than 50 percent of the market until 2014,” said Gartner VP Carolina Milanesi in a statement. “This is because Apple delivers a superior and unified user experience across its hardware, software and services. Unless competitors can respond with a similar approach, challenges to Apple’s position will be minimal.” Gartner’s full press release follows below.
Needham analyst Charlie Wolf issued estimates on Monday that put Apple’s iPad atop the mountain of forthcoming consumer tablets for a full decade. Wolf sees the tablet market climbing to 233 million units sold in 2020, and he thinks Apple will own 60% of the market at that point in time. Apple is on a tear right now, of course, and estimating that Apple will dominate the smartphone or tablet market moving forward is becoming akin to estimating that the sun will rise tomorrow. At the same time, there is a broader picture being painted by all of these analyst forecasts, and it is this: the tablet market is going to be big, and Apple’s competition isn’t doing what it takes to make a dent. My thoughts on the market follow below. More →
Apple’s popular iPad line will still dominate the consumer tablet market a full decade after its initial launch, according to one analyst. In a new report, Needham analyst Charlie Wolf sees the iPad’s share of consumer tablet shipments declining gradually over the next nine years to 60% in 2020. 60%, of course, is still an overwhelming share of the market. Future tablets are more likely to steal market share from each other rather than from the iPad, the analyst explains, noting that competitive offerings to date have been greeted by consumers with “a yawn and lackluster sales.” Wolf sees iPad shipments reaching 35.61 million units in 2011, up 137.4% from last year and representing 85% of all tablets shipped. In 2012, iPad shipments will grow to 54.3 million units according to Wolf’s model, and shipments will hit 72.66 million units in 2013. The analyst sees iPad shipments reaching nearly 140 million units in 2020, representing 60% of all tablets shipped that year and accounting for $53 billion in revenue and $16 billion in profit despite an average selling price that will have dropped to $377 from $630 in 2010. Wolf’s 10-year iPad projections follow below. More →
Apple’s iPad will continue to dominate the “media tablet” market for years to come, research firm Gartner said on Monday. While Google’s Android platform is expected to gain market share rapidly as iOS’ share declines over the next five years, Gartner still sees iOS as owning the largest share in the tablet market five years from now. According to the firm’s latest figures, Apple’s iPad tablets accounted for 83.9% of the market in 2010 while Android tablets — namely Samsung’s Galaxy Tab — held a 14.2% share. In 2011, Gartner expects the iPad’s market share to slip to 68.7% while Android’s share climbs to 19.9%, and then in 2015, Android will rise to account for 38.6% of the market. At that time, Gartner expects Apple’s iPad to account for 47.1% of the 294 million tablets sold, meaning Gartner expects Apple so sell nearly 140 million iPads in 2015. A few other items of note according to the firm’s forecast: RIM’s QNX-based tablets will make up 10% of media tablets sold in 2015, HP’s webOS will only have a 3% market share in 2015, and the figures in this report do not include sales of Windows-based tablets as they do not fit Gartner’s criteria for “media tablets,” which run a lightweight OS. Hit the break for Gartner’s full press release. More →
Tawain’s Industrial Economics and Knowledge Center (IEK) said Wednesday that global tablet PC shipments in 2011 are expected to total 48 million units. The number sharply contradicts figures reported earlier today by DigiTimes, which suggest Apple will sell 65 million iPad tablets alone next year. The IEK is part of Taiwan`s government-funded Industrial Technology Research Institute, which issued a report regarding the potential impact of tablets, smartphones, smart TVs and 3D displays on the Taiwanese economy in 2011. The report notes that Apple’s iPad will be the firm leader in worldwide tablet sales next year, though Android will account for 25% of global sales, or 12 million units. The IEK also states that Android-powered smartphone shipments are estimated to total 270 million units in 2011 — six times the projections for 2010. More →
According to Kaufman Brothers analyst Shaw Wu, RIM may be forced to delay the release of its first tablet computer, the BlackBerry PlayBook. Wu claims he is hearing that the PlayBook “needs to improve its relatively poor battery life of a few hours compared to 6 hours for the Samsung Galaxy Tab and 10 hours for [Apple’s] iPad.” As a result, Wu writes, the launch of the BlackBerry PlayBook may be delayed until May, 2011. Wu notes that the cause of the battery issues may stem from the fact that QNX, the PlayBook’s operating system, was designed for use in scenarios where battery life is not an issue — such as in automobiles. RIM Co-CEO Jim Balsillie stated last month that the PlayBook would launch in the first quarter of 2011, with a price tag under $500.
We ran an exhaustive video preview of the BlackBerry PlayBook earlier this month, and called the PlayBook experience as it stands now “fluid, quick, and downright impressive.” With Apple’s iPad 2 and several Android tablets set to launch over the course of the first quarter, however, sales of the BlackBerry PlayBook could be negatively impacted should RIM be forced to delay the tablet’s launch until the second quarter. More →
A new $7,000 report released Monday by research firm Strategy Analytics takes an in-depth look at the hot new tablet PC market. We’ll give you the highlights for free. In the report, SA states that Apple’s iPad owned a mammoth 95.5% of the global tablet market in the third quarter of this year. Android tablets, the second largest group of tablets, made up 2.3% of the market. The report goes on to speculate that the coming onslaught of Android tablets will level the playing field quickly, though consumers have yet to prove that they have any interest in tablet PCs whatsoever. At this point, consumers have only shown an interest in the iPad, albeit an overwhelming interest. No other manufacturer has shown that it has the ability to build a tablet with allure or mass-appeal that comes anywhere close to matching Apple’s offering. The more likely scenario is one that will mimic the path 3D TV is taking — the market will become so flooded with tablet PCs that slow but steady adoption will be inevitable.
ViewSonic unveiled two new tablets on Monday, including a unique offering that runs both Android and Windows 7. The ViewPad 10 is a dual-boot tablet capable of running both Android 1.6 and Windows 7 Home Premium. It features a 1.66GHz Intel Atom processor, 1GB of RAM, a 16GB SSD drive, microSDHC support (up to 32GB), a 1.3-megapixel webcam and a 10-inch 1024 x 600-pixel LED backlit multitouch display. ViewSonic’s upcoming 10-inch tablet will ship with both operating systems pre-installed along with Microsoft Office, Adobe Flash support and videoconferencing software. The smaller ViewPad 7 opts for Android 2.2 in place of the 10’s dual-boot setup, and it features cellular data connectivity (HSPA), a 3-megapixel rear camera, a 0.3-megapixel front camera for video chat, 512MB of RAM, microSDHC support (up to 32GB), up to 10 hours of battery life and a 7-inch WVGA LCD touchscreen display. The ViewPad 7 will launch before the end of the year for $479 while the ViewPad 10 will be available some time in Q1 2011 for $629. Hit the break for the full press release. More →