Another Analyst Sees Apple Padding Its Huge Tablet Lead

“There’s an iPad market, and the iPad could be classified as a tablet, from a hardware-centric viewpoint. But the market for non-iPad tablets is about as big today as it was before the iPad, which isn’t nothing, but it’s close enough to nothing that Apple doesn’t need to worry about it.”

– Instapaper creator Marco Arment

Apple CEO Steve Jobs says 2011 will be the year of the iPad and he may well be right. Despite the dizzying array of tablets announced at CES earlier this year, there’s still a dearth of non-iPad iPad-class tablets. With little in the way of competition, it’s looking likely the Pad will continue to dominate the tablet market this year and next.

A data point in support of that argument: Goldman Sachs analyst Bill Shope today lowered his overall forecasts for the tablet industry, while raising his estimate on Apple’s share of it.

“Our iPad forecast remains unchanged, though we have lowered our non-Apple tablet unit assumptions by 2.3 million units in 2011 and 2012,” Shope explained in a note to clients. “Meanwhile, we have raised our forecast for Apple’s tablet market share to 66.4 percent in 2011 (64 percent prior) and 66.6 percent in 2012 (65 percent prior). Overall, we are expecting 57.7 million total tablets for 2011 and 78.0 million tablets for 2012, versus 60.1 million and 80.3 million previously.”

Shope’s explanation for that adjustment? An expected “downward bias” to Android tablets in 2011. Evidently, he doesn’t see devices like the Motorola Xoom and Samsung’s Galaxy Tab blowing up the tablet market anytime soon.

Anonymous

it’s not just for teachers EVERYONE needs an AAPL
http://krontology.myopenid.com/ krontology

Hogwash…… Galaxy Tab 10.1 is already a far better reviewed product and it hasn’t even been reviewed yet. Noticed Apple has never gotten a long term solution out for iPad 2 Screen light leaks. How many have they replaced to date? My friend has had 3 different iPad 2′s with all showing signs of light leakage.

Production is slow in Apple’s Foxconn side of the manufacturing process of iPad’s. Why? No parts we hear, but where’s the problem? Not with Samsung and A5 production and this time Apple didn’t have Samsung’s help in designing the A5. Apple bought the dual core design Samsung already had coming out of Intrinsity when they bought the company and that design in progress.

Last year Samsung became the first foundry to benefit from the IBM Alliance of Gate First HKMG design for A9 ARM chips on their Low Power 32nm Process. They also just took Low Power Memory to 30nm as well. So technology wise Samsung has got rid of the pain in the neck Intrinsity financial and slow progress design problem, when Apple so lamely bought them out.

A risk yes…. because at the time they were investing billions in new foundry hardware and development on their new 32nm process for SoCs and 30nm for memory. Now they have an A5 killer for their efforts with Exynos. With more than enough power to obliterate every other A9 dual core on market with a bunch of firsts and only’s for the records. First ARM Mali-400 confirmed installed with the exact same specs as Imagination’s SGX-543 that Apple has in A5. Only Samsung has 4 cores instead of just two!

Exynos Dual Core A9 with Quadcore ARM GPU is significant. Why? …because it’s the first SoC to include not only ARM’s CPU w/Neon Engine, but ARM Logic with the largest bandwidth yet to be on a mobile device. Capable of simultaneously rendering graphics to Tri-Screens (the 1st). It’s capable of pushing out two WSVGA (720p) and one 1080p screen via HDMI at 60fps! …….that’s desktop performance!

Fill rate of 4Gigapixels per second (4 Billion) and just to think it’s using their new Super PLS to make the thinness of Galaxy Tab 10.1″ possible. The screen is super gorgeous with better viewing angles, better color, better contrast and most of all far better response times than any other LCD/IPS type screen!

And being your own supplier, you never have parts supply problems plaguing your production line’s ability to keep up with demand. A demand that will far overshadow iPad 2 with it’s cheap cameras and bleeding screens problems!!!
Canucker

Samsung will still prioritize parts for Apple because Apple has paid them up front. Being your own parts supplier doesn’t negate the issue of part shortages and ramp up if you are contractually bound to others (I’d bet Samsung made more money selling parts to Apple than it made selling its own tablets to date).

Welcome to the list of people announcing iPad killers before they’ve been released. It joins the Galaxy Tab, Xoom and PlayBook. It’s not the hardware that is selling the iPad.

Samsung is capable of competitive hardware, no question. The whole ecosystem thing? Not so much.
Anonymous

Production is slow in Apple’s Foxconn? Says who? Chances are it didn’t come from Apple or Foxconn. They said the same thing about the iPad2, parts shortage due to the tsumami, remember? It turned out that the iPad2 came out sooner than expected. You are eating up all the rumors bloggers feed you to get page views, they count on gullible people like you to believe it and spread the FUD, just like a parrot.
Anonymous

66.4 up from 64 adjustment. LOL this analyst presumes 3 significant figures of accuracy, when they are all lucky to even hit the barn.
Anonymous

tl;dnr
Anonymous

Quit the blathering on about the damn hardware. None of that means jack compared to the user experience of the iPad. Millions have responded enthusiastically with their wallets, and the statistics are continuously rising.
http://twitter.com/clonewar2 parrotcam

i think the android honeycomb tablets are better!

Another Analyst Sees Apple Padding Its Huge Tablet Lead

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