For those concerned Android was catching up with Apple’s iPad, JPMorgan analyst Mark Moskowitz has this message: stop your worrying. “Beyond the iPad, there has not been another high-volume tablet offering, yet,” he told investors Thursday. When one does, don’t look to Mountain View, but Microsoft for a credible Apple competitor.
Moskowitz was one those worry warts who thought Android-based tablets were gaining ground on Apple. However, that forecast never materialized. As a result, the analyst believes Apple will maintain 70.9 percent of the tablet market this year, an almost 10 percent increase over his early prediction in February for 60.8 percent. Even in 2012, Apple should shed only about 8 percent.
He thinks the most pressuring iPad rival will be based on Microsoft’ Windows 8 OS, not expected to ship until mid-2012. A Windows tablet could create a “clear number two,” the analyst writes.
But what about an Android-based tablet from Amazon? Moskowitz sees the Google OS as a hindrance, rather than any help. Indeed, most sales would be due to the Amazon brand.
In related news, analyst Andy Hargreaves of Pacific Crest has upped his estimate on how many iPhones and iPads will ship during the fourth quarter, ending this month. Based on talks with Apple’s supply chain, he expects 24.05 million iPhones will ship during this quarter, up from 18.7 million. Likewise, he sees a 49 percent jump in iPad shipments to 16.5 million, a jump from 11.1 million.
Hargreaves also notes Apple’s iPhone 5 shipments increased by 700,000 units while parts destined for the 3GS and iPhone 4 have lessened.
Ed Sutherland is a veteran technology journalist who first heard of Apple when they grew on trees, Yahoo was run out of a Stanford dorm and Google was an unknown upstart. Since then, Sutherland has covered the whole technology landscape, concentrating on tracking the trends and figuring out the finances of large (and small) technology companies.
19 responses to “For Tablets, The iPad is the Only Choice [Analyst]”
How is he getting a credible competitor from Microsoft? I’m sure he’s a clever chap but that sounds a bit of a reach.
How is he getting a credible competitor from Microsoft? I’m sure he’s a clever chap but that sounds a bit of a reach.
Agreed!
When it comes to sales for any one tablet the iPad is going to stay on top but neither Android or Microsoft will sell just one tablet like Apple. When it comes to tablet OS’s then for now it will be iOS then Android then Microsoft. I can’t tell if Android will be able to gain more ground and pass up Apple in the tablet market but seeing as how they went from 2% to like 50% in 2 years it is very possible.
Microsoft will make gains in the tablet market due to potential office and windows app integration. Many businesses run software that is only available on Windows. Neither iOS or Android have yet to lure those apps to their systems, so a Windows tablet with compatibility to desktop software will gain some ground in the corporate world.
Vaporsoft is always easy to count on when Wall Street is concerned. The Road is where reality is and iPad is the Road as of now. Custom apps will dominate the business thru the iPad, not some windows pad that will be Millstoned to Redmond. UI and Apps are the future for pads. I see a trend to TEXT and not proprietary word processors. This is a fast but slow side industry for computers to fit into. I don’t see it the other way around.
i can’t believe this ,I just got a $829.99 iPad2 for only $103.37 and my mom got a $1499.99 HDTV for only $251.92, they are both coming with USPS tomorrow. I would be an idiot to ever pay full retail prices at places like Walmart or Bestbuy. I sold a 37″ HDTV to my boss for $600 that I only paid $78.24 for. I use http://xub.me/ab
I’ve said this before…I love my iPad 2 but it’s just not something I can slip into my pocket and go. It’s a great tablet for around the house and lessens the ware of my more expensive Mac products, but before the year is out I’ll be branching out in my tablet spectrum. I’ve got my eye on the very portable Sony Tablet P. I think it’s innovative and offers a new take on the tablet market, also [go figure] it’s PORTABLE!
Someone explain to me why anyone (except maybe Apple stockholders) ought to be “worried” about whether Android tablets might gain market share. Unless you own rather significant amounts of Apple stock, “worrying” about this kind of thing is a sign of really serious fanboi syndrome. The right way to look at a good competitor to the iPad is that Apple will then be pushed to continue innovating, rather than be tempted to rest on their laurels.
This was the smartest thing I’ve read on the Internet all day.
I got one of those $99 HP TouchPads. It’s fast, WebOS is better than iOS, it is very similar in look and feel to the iPad1, and the fire sale price is literally unbeatable. And yet it’s nearly useless due to the lack of apps that I like or need.
Windows Tablet, if it can bring a substantial percentage of desktop apps in, could be very successful.
Nook Color Android-based tablet/eReader from Barnes & Noble has been on the market for over a year and sold millions of units at $250. Gives Flash, apps, videos, color magazines and ebooks with video inserts, and the best anti-glare coated screen on the market. Technology “leader” Amazon is finally catching up with the book store company by copying their device.
Kindle only supports eBooks in its proprietary AZW format. Nook, on the other hand, supports both DRM-protected and DRM-free ebooks in ePub format thus it supports ebooks from B&N store, from any other DRM-free source on the web, and from public libraries.
If you walk in with the Nook to Barnes & Noble store, you’re allowed to read any available eBook for free while in the store via free provided in the store Wi-Fi.
Nook Color has several apps that already come with the device (Pandora Internet radio, QuickOffice, etc.) and hundreds of other apps are available for download. Also, you can use the Social Settings screen to link your NOOK Color to your Facebook account and your Twitter account. You can also import all your contacts from your Google Gmail account. Once you have linked to Facebook and Twitter and set up email contacts, you can lend and borrow books, recommend books, and share favorite quotes with your friends.