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(Apple Insider)   If the iPod having 70% of its market segment bothers you, don't read this article about the iPad's share of the tablet market   (appleinsider.com) divider line 55
    More: Unlikely, market segments, iPod, IPADE, consumer electronics, tablets, tablet computers, Cupertino  
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1857 clicks; posted to Business » on 02 Nov 2010 at 4:27 PM (3 years ago)   |  Favorite    |   share:  Share on Twitter share via Email Share on Facebook   more»



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2010-11-02 03:15:22 PM
So they've got 95% of a market that has barely been tapped? Gosh, I bet they keep that amount of market share once the Android-based tablets start rolling.

Either that or what has been happening with iPhone vs. Android phones happens, except without the amount of lead time the iPhone has enjoyed.
 
2010-11-02 03:23:56 PM
It's apples to Oranges. The tablet market isn't remotely developed. How did they compare against netbooks and small laptops, or e-readers.
 
2010-11-02 03:56:42 PM
how dare apple make amazing products and market them really well!
 
2010-11-02 04:17:00 PM
....and Apple has 100% of the ipod market

It really isn't a market yet when there is only the one device (not counting the brazillion KIRF Android devices and industrial tablets)
 
2010-11-02 04:46:19 PM
Given that Android/Windows tablets are just starting to come out, and that Google doesn't officially support Android tablets at the moment anyway (you have to use a hack to access their marketplace), this is hardly surprising.
 
2010-11-02 04:50:43 PM
FlashHarry: how dare apple make amazing products and market them really well!

Well, I don't see anything wrong with it. Why? Are they planning on having an amazing product anytime soon?

/ iPad: because turning free Flash games into "apps" is worth $500 and a smudgy screen
// not actually any hate for the iPad
/// but, then, I'm indifferent to it because I'm not in the market for a tablet from anybody
 
2010-11-02 04:51:18 PM
Is anybody bothered by market share?
 
2010-11-02 04:52:53 PM
Foolkiller: Is anybody bothered by market share?

Only the companies that don't have it.
 
2010-11-02 05:08:22 PM
Foolkiller: Is anybody bothered by market share?

What apple should be bothered by is that the only ones I have seen are the ones people let their kids use for gaming while they shop or something, doesnt seem very practical.
 
2010-11-02 05:11:21 PM
Well, tablets are kinda lame. The iPad is like a crippled/dumbed down laptop. (yes, I've actually used one, not just spouting stupidly).

I could get a $300 laptop and do far more on it that any tablet, especially the locked down iPad.
 
2010-11-02 05:14:04 PM
Stompn_Tom: ....and Apple has 100% of the ipod market

It really isn't a market yet when there is only the one device (not counting the brazillion KIRF Android devices and industrial tablets)


Yeah, funny how that works. I'm sure they're not counting convertable laptops, along with all the touch screen data input devices the census used, along with the Microsoft based Fedex & UPS data input devices that are in use.

Now if you're attempting to shoehorn the tablet market into solely the 'slate' market, then sure, I bet Apple has 95% of the sales.
 
2010-11-02 05:19:12 PM
Tablet-style devices running Google's Android mobile operating system represented just 2.3 percent of the total market in the third quarter. That share is expected to rise as devices like the Samsung Galaxy Tab come to market this fall.

Still, with its 2.3 percent, Android was the second-largest tablet platform on the market, beating Microsoft's Windows platform, which has been a part of stylus-based tablets for years.


Sounds like they're expecting competition from Android, but Microsoft, not so much.
 
2010-11-02 05:21:35 PM
Splinshints: Foolkiller: Is anybody bothered by market share?

Only the companies that don't have it.


And the fanbois. Mention market share around them, and undies will bunch.
 
2010-11-02 05:26:06 PM
Wait till Notion Ink comes out with their tablet... this could change pretty quickly.

At least I hope.
 
2010-11-02 05:43:26 PM
Tablets are basically identical in functionality to small laptops. How's Apple doing in the laptop market in general? Fairly well, iirc, but hardly 95%.

If you artificially restrict the market, you can claim however high a share you want. For instance, I have 100% of the market on jury-rigged heating tape assemblies designed by me. A 'market' has to include all the demand for similar functionality, or it's meaningless. Tablets do not have noticeably different functionality from laptops/netbooks, so...

//I guess restricting it to netbooks could be meaningful. But restricting it to tablets? No.
 
2010-11-02 05:50:06 PM
What kills me is that the Android tablets are more expensive. The narrative is backwards.

Jim_Callahan: Tablets are basically identical in functionality to small laptops

Windows tablets? Sure. But the slates Apple and Samsung are pushing? Not even close. The use cases are completely different, and they bear no real similarity to what a laptop's use cases are.

The purchase patterns don't really support your claim either- analysts haven't really seen any sign that iPad purchasers purchased it is lieu of a laptop. It really is a distinct market. [Citation Needed, but I'm too lazy to find it]

While I think the iPad isn't a terribly exciting device, it's really has invented the market that it serves. There's a reason its taken off in a way that other touchscreen devices haven't. I don't know what that reason is, but it's someplace between "design", "timing" and "marketing".
 
2010-11-02 05:53:00 PM
Jim_Callahan: Tablets are basically identical in functionality to small laptops. How's Apple doing in the laptop market in general? Fairly well, iirc, but hardly 95%.

If you artificially restrict the market, you can claim however high a share you want. For instance, I have 100% of the market on jury-rigged heating tape assemblies designed by me. A 'market' has to include all the demand for similar functionality, or it's meaningless. Tablets do not have noticeably different functionality from laptops/netbooks, so...

//I guess restricting it to netbooks could be meaningful. But restricting it to tablets? No.


I can't velcro a netbook to the dash of my car for entertainment purposes. iPad ftw.

/disposable income
//i has it
 
2010-11-02 05:54:51 PM
What are the thoughts on iPads after the initial newness/honeymoon wears off? Do the users still use or like them? Are they as functional and useful as they are novelty?

Those are questions b/c I honestly don't know. People ranted and raved how cool they were when they hit the market, but that's to be expected with any new technology. I'm curious on their thoughts once it's been around a few months.
 
2010-11-02 06:11:01 PM
Splinshints: Foolkiller: Is anybody bothered by market share?

Only the companies that don't have it.


Market share is like sex. It only matters if you don't have it or aren't getting it. I've been so lonely since your mother left town.
 
2010-11-02 06:11:24 PM
ChicagoJohn: What are the thoughts on iPads after the initial newness/honeymoon wears off? Do the users still use or like them? Are they as functional and useful as they are novelty?

Those are questions b/c I honestly don't know. People ranted and raved how cool they were when they hit the market, but that's to be expected with any new technology. I'm curious on their thoughts once it's been around a few months.


I know two people with them, both of them use the iPad a game/music/web browser, essentially a large iPod Touch. A third person I know that had one returned it after a week, citing everything it cant' do that something cheaper can.
 
2010-11-02 06:44:55 PM
I'd consider tablet to be classified in the smartphone category.

Its not by any means functional as a real computer (be it laptop, netbook, or tower), but it is a wonderful mobile device.
 
2010-11-02 06:53:12 PM
FlashHarry: how dare apple make amazing products and market them really well!

I know.. I know...
 
2010-11-02 06:55:05 PM
pagead2.googlesyndication.com

While Dell makes their notebooks look like trash.
 
2010-11-02 06:59:04 PM
Foolkiller: Is anybody bothered by market share?

Apple fanatics, wondering why the share isn't higher.
 
jvl
2010-11-02 07:09:17 PM
Jim_Callahan: Tablets are basically identical in functionality to small laptops. How's Apple doing in the laptop market in general? Fairly well, iirc, but hardly 95%.

The small laptop market is being crushed by the iPad -- plans to buy for netbooks are half what they were pre-iPad. For a lot of people, an iPad won't cut it because they need a grown-up keyboard. Turns out, a lot of people are fine without the keyboard though.

timujin: So they've got 95% of a market that has barely been tapped? Gosh, I bet they keep that amount of market share once the Android-based tablets start rolling.

Apple sees this as a Really Important Market. As a result, they have have priced the iPad so there is zero room for others to beat it on price, and all the economies of scale accrue to Apple. A few techies will get Android tabs so they can sideload apps with ease, but pretty much Apple is going to own this market.

ihatedumbpeople: the locked down iPad.

Locked down? Sorta. If you're a real geek, pay your $99/year developer tithe to Apple and sideload any app you have the source for. The only people locked out are commerical developers who want to sell crap.

/ Cue the fanboi outrage in 3.... 2....
 
2010-11-02 07:20:01 PM
jvl: The small laptop market is being crushed by the iPad -- plans to buy for netbooks are half what they were pre-iPad. For a lot of people, an iPad won't cut it because they need a grown-up keyboard. Turns out, a lot of people are fine without the keyboard though.

No its not, most of the people that need a small laptop need it to work and most of that runs off of windows, it has nothing to do with the keyboard, they need it to run their programs and most of those are on PC.

jvl: Apple sees this as a Really Important Market. As a result, they have have priced the iPad so there is zero room for others to beat it on price, and all the economies of scale accrue to Apple. A few techies will get Android tabs so they can sideload apps with ease, but pretty much Apple is going to own this market.

The problem with that is, just like always the mac price will stay about the same while the other pad prices will drop drastically in the coming months and end up blowing the ipad away in terms of performance. Thereby leaving the apple the niche it always strives for, looking hip and cute, outside of graphic design its not very functionable and since apple seems on killing off adobe photoshop it will alienate more of their core users.

jvl: Locked down? Sorta. If you're a real geek, pay your $99/year developer tithe to Apple and sideload any app you have the source for. The only people locked out are commerical developers who want to sell crap.

You mean aside from all the ads scrolling across almost every app you download? Quit pretending like apple is not anti-consumer, they think they know how best to design your computer and then no let you make any changes after the fact.
 
2010-11-02 07:22:02 PM
Jim_Callahan Tablets are basically identical in functionality to small laptops

Tablets that aren't the iPad, anyway. It's not designed to be a netbook and it doesn't do well as a netbook. If you bought a netbook because you don't need much computer, the iPad is too expensive to make a sensible replacement for the netbook. If you bought a netbook because you need a highly mobile computer to work on, the iPad is too lacking in basic computing features to be a good replacement for a netbook.

If you bought a netbook because you wanted a portable device to play music, video and simple games on you're an idiot and you should have bought an iPad.

jvl If you're a real geek

You wouldn't have bought something you weren't allowed to use in the first place...

As a result, they have have priced the iPad so there is zero room for others to beat it on price

I don't know what you've been smoking but I want some. The odds that the $500 price point isn't intentionally high so that they have room to drop it as competition comes out are pretty long.

Apple will keep a lock on the market for the same reason they keep a lock on mp3 players: they were first to market with a revolutionary - in the sense of design and user interaction/features, not technology - device and they marketed it well. Like the iPod, it will eventually languish as Apple neglects to really keep it fresh and interesting. The technology will become stale and multiple competitors will release superior devices for a lower price

And, despite this, those competitors will not topple the iPad solely because the name has become synonymous with "tablet" the way "iPod" has become synonymous with "MP3 Player".

The iPad is fine for what it is. I just think that at $500 what it is is stupid. But, again, I don't think I'm really the target audience for this type of device.
 
2010-11-02 07:22:53 PM
When are they going to release tablet computers running a version of Windows? Oh, about eight years ago?

No, the reason Apple has the market sewn up right now must be that they're the only company that's ever made a tablet.
 
2010-11-02 07:39:07 PM
Why would anyone want a $500 mobile Facebook appliance?
 
2010-11-02 07:59:40 PM
Splinshints:

jvl If you're a real geek

You wouldn't have bought something you weren't allowed to use in the first place....


The idea that geeks don't buy gadgets like the iPad is totally ludicrous. We buy tools to get shiat done. The iPad does many things very well without the bulk of a laptop or net book.

Toys that I tear apart and play with are left in my home lab (like the Droid I bought a few months ago)

/typed this from an iPad somewhere over Ohio on a plane flight home
//left my laptop home
 
2010-11-02 08:01:15 PM
karmaceutical: Why would anyone want a $500 mobile Facebook appliance?

You mean any Android bases phone out there? Because it appears to be the only app seen in various advertisements I've seen.
 
2010-11-02 08:09:23 PM
bravian: karmaceutical: Why would anyone want a $500 mobile Facebook appliance?

You mean any Android bases phone out there? Because it appears to be the only app seen in various advertisements I've seen.


Yes, those too.
 
2010-11-02 08:17:40 PM
Having never owned anything Apple, and with their prices probably never will:

Are their MP3 players really that much better than the competition? Do they warrant the high $$$, and if so, why?

I have a Sandisk, or some such, MP3 player that works perfectly fine and does everything I need it to do. Payed like $40. Somthing's missing...

img21.imageshack.us

I know, I know... the rooster is having sex with all of them.
 
2010-11-02 08:21:02 PM
poot_rootbeer: When are they going to release tablet computers running a version of Windows?

The only thing you're right about is the confusion of using the word "tablet" to refer to two totally different kinds of devices. The relationship between the PADD-style slates and a PC-tablet is like the relationship between a knife and a fork.
 
2010-11-02 08:21:41 PM
But will it blend?
 
2010-11-02 08:22:27 PM
By the way, I have nothing against Apple and in fact, have like their products that I have used. First computer I ever used was an Apple 2e way back in 1983 (off my lawn), and then again the first Mac's where the B/W monitor was built-in (mid-80's). They were amazing for the time.

Just curious what gets folk's gash wet when dropping that kind of green.
 
2010-11-02 08:40:12 PM
steamingpile: What apple should be bothered by is that the only ones I have seen are the ones people let their kids use for gaming while they shop or something, doesnt seem very practical.

Meh, they're a niche device from the beginning. You've got the kid gaming userbase, and then the equivalent adult casual websurfer/phone games on a larger screen userbase. For both audiences it's a "ooh cool, fun toy" extra.

Plenty of college kids are getting them (to the point it's surprising), but I don't think it's their only computer.

If anything the iPad competes with the Kindle (for e-book readers) and smartphones (for web/games on the go). It's not a laptop.
 
2010-11-02 08:41:09 PM
The iPad is a cool device but it's just too big for my tastes. If they were coming out with a 7" version, I'd be all over it but will probably end up getting a Galaxy Tab since I don't feel like waiting.
 
2010-11-02 08:47:50 PM
steamingpile: No its not, most of the people that need a small laptop need it to work and most of that runs off of windows, it has nothing to do with the keyboard, they need it to run their programs and most of those are on PC.

Most people getting work laptops aren't getting the super super small yet weaksauce ones, though. Where the iPad eats into the laptop market is that segment of people who wanted a very small laptop, even if not so powerful, because they pretty much only want to use social applications and surf the web at coffee or while on vacation.

Slightly less small laptops with actual capabilities, yeah, the iPad isn't going to do anything to them. Their competition from Apple only starts with the MacBook (of various sorts).
 
2010-11-02 08:53:17 PM
Nick Nostril: By the way, I have nothing against Apple and in fact, have like their products that I have used. First computer I ever used was an Apple 2e way back in 1983 (off my lawn), and then again the first Mac's where the B/W monitor was built-in (mid-80's). They were amazing for the time.

Just curious what gets folk's gash wet when dropping that kind of green.


Netbooks feel cheap, they are made out of plastic. They run a buggy operating system. They have a lousy screen resolution.

The Ipad feels like it built to last, no plastic, an OS that's designed specifically for it, instant on, long battery life, and a much better screen resolution.

You can get a good netbook for $300, is the ipad worth an extra $200? If you don't need a keyboard? Easily.
 
2010-11-02 09:00:28 PM
I'm waiting with baited breath for this one (new window)

upload.wikimedia.org

I really want to see the Pixel Qi screen- it can run either in backlit LCD mode if you want to use it as a tablet, but also transflective e-reader mode if you just want to read a book.

Android 2.2, pretty hefty CPU/GPU, good selection of input/output ports, etc. If it lives up to the hype the iPad will have serious competition- I've gotten to play with iPads and they are so clearly a first gen device that I keep wondering when the rough edges will get sanded off.
 
2010-11-02 10:20:13 PM

All the major players had Linux on ARM smartbooks ready to roll years ago. Asus even showed theirs at Computex '09, and others have been seen all over for years. And then it was pulled from display right in the middle of the show without explanation. Those devices would have translated to the right tablets in a couple months. They would have been ready to deliver the mobile innovation we were demanding. But no.

And then Steve Ballmer shows up in Taipei the next day to have a photo-op with Jerry Shen, and to talk up their intense partnership on Windows 7. All the other manufacturers likewise hem and haw and back off their shipping dates, quietly dropping the platforms. Bah! In hindsight that was stupid, eh, fellas? I hear you're shipping them as soon as you can, now.

Congratulations to Steve Jobs on driving innovation. I like the iPad - it's really nice. I've used one for a few weeks. My kids love it. It's not quite what I want, but it's really cool and I can see why other people buy so many. I wouldn't really have the choice to buy a Linux on ARM or Atom tablet that I want if Apple hadn't sold a boatload of these things.

Right now I'm torn between waiting for an iPad2 and putting Gingerbread on it myself, or rewarding one of these pansie companies for reluctantly giving the goods they had all along. Decisions, decisions.

 
2010-11-02 11:02:05 PM
Psylence: I can't velcro a netbook to the dash of my car for entertainment purposes. iPad ftw.

Sure you can. Just use more velcro.
 
2010-11-02 11:19:29 PM
Nick Nostril: I have a Sandisk, or some such, MP3 player that works perfectly fine and does everything I need it to do. Payed like $40. Somthing's missing...

Your only mistake is that you could get the same MP3 player for $20.

There's no reason to pay so much for a gimmick.
 
2010-11-03 01:30:57 AM
timujin: So they've got 95% of a market that has barely been tapped?

The non-pocketable tablet computing market has been tapped for twenty years by companies like Grid, AT&T, Microsoft, Microsoft again, and HP. And teased by IBM - the original ThinkPad prototype had no keyboard.

Yet you can't remember any of those... were they that forgettable? Are you too young to remember? (Do your parents know you're using Fark?) Or is the iPad just an even better example than the iPod or iPhone of Apple showing up totally late to the party, but "getting things right" to the point that their iThingamajig becomes a must-have?
 
2010-11-03 09:32:44 AM
dbirchall: timujin: So they've got 95% of a market that has barely been tapped?

The non-pocketable tablet computing market has been tapped for twenty years by companies like Grid, AT&T, Microsoft, Microsoft again, and HP. And teased by IBM - the original ThinkPad prototype had no keyboard.

Yet you can't remember any of those... were they that forgettable? Are you too young to remember? (Do your parents know you're using Fark?) Or is the iPad just an even better example than the iPod or iPhone of Apple showing up totally late to the party, but "getting things right" to the point that their iThingamajig becomes a must-have?


It would be interesting to see what Apple spends on product development compared to most of its competitors. My bet is they spend a lot more. Most of their PC hardware competitors have been in a race to the bottom on price for going on two decades now. This doesn't give them a lot of money to spend on new ideas. Apple has sold all their products at a premium price since Jobs took over and this gives them money to spend on new markets. And it shows.

Everything Dell and HP produce has this cheap plastic look and feel to it. Sony, Samsung and Lenovo make it look a little better but it's still plastic. Apple meanwhile has been moving to better materials across the board. Solid aluminum and glass laptops, desktops and tablets. Gorilla glass and stainless steel phones. And Apple spends the money on polished user interfaces to match their product design.

The rest of the market employs checklist, spec sheet and focus group engineering. Their products are designed by committee and it shows.
 
2010-11-03 10:42:13 AM
Jim_Callahan: Tablets are basically identical in functionality to small laptops. How's Apple doing in the laptop market in general? Fairly well, iirc, but hardly 95%.

If you artificially restrict the market, you can claim however high a share you want. For instance, I have 100% of the market on jury-rigged heating tape assemblies designed by me. A 'market' has to include all the demand for similar functionality, or it's meaningless. Tablets do not have noticeably different functionality from laptops/netbooks, so...

//I guess restricting it to netbooks could be meaningful. But restricting it to tablets? No.


No no no no no NO NO!

It kills me how a reasonably tech-savvy user community like Fark continues with this bullshiat talking point.

The iPad isn't a device meant to compete with a laptop. It is a media consumption device with a modicum of expandability. That's it. Its most direct competition is closer to game consoles than laptops. It was not designed for personal or business productivity (though you can certainly do some productive things with it). For what it does, it's really good; for tasks where it overlaps with laptops, not so much - such as document manipulation.

Please stop with the laptop comparison.
 
2010-11-03 12:39:05 PM
dbirchall: The non-pocketable tablet computing market has been tapped for twenty years by companies like Grid, AT&T, Microsoft, Microsoft again, and HP. And teased by IBM - the original ThinkPad prototype had no keyboard.

Yet you can't remember any of those... were they that forgettable? Are you too young to remember? (Do your parents know you're using Fark?) Or is the iPad just an even better example than the iPod or iPhone of Apple showing up totally late to the party, but "getting things right" to the point that their iThingamajig becomes a must-have?


Apples and Pears. Almost the same, but different enough to matter. It's not the concept of a tablet that is new, but rather the functionality that modern wireless networking provides. It's like comparing the iPhone with my old Motorola Q. Sure, they're both "smart phones", but their level of functionality is different enough to put them in different classes, let's call it Smart Phone v2. My Droid, on the other hand, is definitely in this class. So, sure, tablets have been around for a long time, so have PDA's and other interesting toys like the Libretto, but I feel it's the functionality that elevates the iPad out of that category.
 
jvl
2010-11-03 12:39:44 PM
steamingpile: jvl: Locked down? Sorta. If you're a real geek, pay your $99/year developer tithe to Apple and sideload any app you have the source for. The only people locked out are commerical developers who want to sell crap.

You mean aside from all the ads scrolling across almost every app you download? Quit pretending like apple is not anti-consumer, they think they know how best to design your computer and then no let you make any changes after the fact.


Dude, what? Android has far more AD supported software than iOS. I have no idea what you are talking about, so here is a picture of a bunny with a pancake on it's head.

---
\ /
O
 
jvl
2010-11-03 12:47:14 PM
Splinshints: jvl If you're a real geek

You wouldn't have bought something you weren't allowed to use in the first place...


In what way am I not allowed to use it? I pay $99 bucks per year, and there is NOTHING I can't do with it -- as a developer, you can do anything. Freedom isn't free. In the case of the iPad, Freedom costs $99/year.

The iPad is fine for what it is. I just think that at $500 what it is is stupid. But, again, I don't think I'm really the target audience for this type of device.

You missed the point. I didn't say Apple would lower the price. I said it has ALREADY lowered the price close to maximum. $500 is a hard-to-beat price for this kind of gear. Maybe it will come down $100, but that would be about it. The Samsung Galaxy is smaller and more expensive than the iPad. Others, like Archos make nice cheap gear by not including a good screen, and still barely beat the iPad.

Add to that the fact that Google isn't yet really making their software tablet-ready, and iPad wins.
 
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