Amazon’s (Eventual) Tablet
I’ve written in the past about Amazon’s (eventual) entry into the tablet world. Some interesting research from Retrevo consistent with points I’ve made in the past. First, consumers have grown quickly comfortable with Amazon as an OEM. You’ll recall that the original Kindle was panned heavily by critics, but consumers have warmed quickly to Amazon devices. As you can […]
How Might Apple iPad Shipments Change Over the Next Year
Much has been written about the relationship between iPad supply and demand. I’ve added to that discussion here. What I haven’t seen discussed much is how iPad sales might change now that supply and demand are finding equilibrium. As I wrote, I don’t believe supply constraints have defined aggregate unit volume. But I do think it might have influenced […]
Are Apple’s Strong iPad Numbers Just a Supply-Chain Story….
Last week Apple blew away (nearly) all expectations for fiscal Q3 iPad sales. I hate saying, “Apple always exceeds expectations” because that just suggests estimates are consistently and systemically biased downward but they did far exceed fiscal Q3 iPad estimates after not accomplishing that feat in fiscal Q2. Analysts estimates for fiscal Q3 iPad sales ranged from 6 million to 9.5 million with […]
When eReaders grow-up to be Tablets
What happens when eReaders grow up to be tablets? This morphing is already well underway. Barnes & Noble has always referred to the Color Nook as a tablet eReader – with tablet being the operative word. At their event this week. B&N claimed the Color Nook is the top selling android tablet in the market. […]
Infographic Tuesday: tablets
Each Tuesday, I’ll post interesting infographics I’ve come across: Here are a few on tablets:
Evolutionary Currents: Adding Context to the Nook Color Upgrade
This week Barnes & Noble upgraded the software running on their Nook Color e-reader tablets. Users can now access apps, have email pushed to the device and watch flash videos. There are a variety of reviews on the web (see: here, here, and here) discussing the anticipated update so here I’ll take a differ tack […]
Estimating iPad Second Quarter Unit Sales
Through the first three quarters of iPad availability, Apple sold 3.4 million, 4.3 million, and 7.33 million iPads respectively for a total of 15.03 million units through the first nine months. The estimates for Apple’s second quarter iPad sales are all over the board. For example, JP Morgan is expecting 5.3 million, RBC Capital is expecting […]
2011 CES Tablets
In October I said I expected 80+ tablet launches at 2011 CES. AS CES approached it was clear 2011 was going to be the year of the tablet and a few days before the show I said that my 80+ estimate was looking conservative. I updated my expectations and said I wouldn’t be surprised by 100+ tablet launches […]
