John Paczkowski

Recent Posts by John Paczkowski

Survey: Pre-Release Appeal of PlayBook Half That of iPad

Strong buying intentions are developing around Research In Motion’s BlackBerry PlayBook ahead of its presumed March launch. Extrapolating from a post-CES consumer survey, RBC* analyst Mike Abramsky concludes the device could sell four million units this calendar year and in excess of six million units in its first full year at market.

“The data shows PlayBook appealing to early adopters and power users, given its differentiation from iPad,” Abramsky told clients, noting that six percent of the survey group said they were “likely” to buy a PlayBook. Of those, one percent were “very likely” and the remaining five percent “somewhat likely.”

So six percent of respondents are very/somewhat likely to buy the PlayBook once it becomes available. That’s about half the level of interest expressed in a similar survey of iPad-buying intentions ahead of that device’s debut last year. And Apple ended up selling 14.8 million iPads in 2010, far beyond analyst consensus estimates of 3.3 million. So Abramsky four- to six-million forecast might not be that far off–assuming the PlayBook proves to be all that RIM claims.

That said, the tablet market today is very different than it was prior to the iPad’s debut. And with the legion of new tablets headed to market, including the iPad 2, Abramsky’s forecast could prove optimistic. Remember, despite the leverage of RIM’s installed base and the promise of the BlackBerry’s security and manageability, the PlayBook is still missing some of the platform elements that have made the iPad so successful–a thriving apps ecosystem, a vertically integrated platform and iTunes.

*Barbara Stymiest, chief operating officer at RBC Financial Group, sits on RIM’s board of directors. RBC also makes a market in RIM Securities.


comments so far. Add yours.

  • Anonymous

    The 6% interest, half of the interest in Apple’s iPad, is even worse for RIMM when one considers no one had handled the iPad when it got twice the interest; no one had actually seen one in action; no one knew anyone who had a media tablet, and still the iPad had twice the interest as the playbook. With the avalanche of wanna be knock offs tumbling onto shelves this year, the playbook will get swallowed up in sameness: lousy battery, no apps, poor display, no integration with iTunes. Same as 2010/2011
    android tablets before honeycomb, assuming honeycomb will ever make it outside of google.

  • Anonymous

    The only thing Research In Slow Motion has
    Going for it is broken playbooks can be turned over
    To the IT guys.

  • http://bit.ly/samirsshah ???? ???

    It is going to be very difficult for non-iPad tablets. Normal strategy is NOT going to work. They have to go for broke.

Latest Video

View all videos »

Search »

When I first heard about Facebook, in 2005, I thought it was really stupid. And the same with eBay 20 years earlier.

— Reed Hastings, in a talk with Wired staff at its London offices