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JPMorgan ups iPad share of tablets to 70.9% in 2011

updated 08:10 am EDT, Thu September 8, 2011

JPMorgan sees iPad gain ground as Android lags

JPMorgan analyst Mark Moskowitz deflated presumptions of Android's success in tablets with an increase in Apple's projected share of tablets. Having predicted in February that Apple would get 60.8 percent this year, he now thought Apple would get 70.9 percent for 2011 and would still have 62.8 percent in 2012. The assumption that Android tablets would quickly ramp up hadn't panned out, as none had grown to the point of being a major contender.

"Beyond the iPad, there has not been another high-volume tablet offering, yet," Moskowitz wrote.

He suspected that Windows 8's launch might produce a "clear number two," but not until the second half of 2012, when he presumed Microsoft's OS would ship. Microsoft is rumored to be rushing Windows 8 to get it out by mid-year but for the past decade has had trouble expanding Windows tablets beyond a niche.

An Amazon Kindle tablet could be a competitive factor. Android could be a liability for it, however, and most of its success would come from the Amazon name and reach.

Total tablet shipments in the field would hit 51.9 million in 2011, the analyst said, up from a prediction of 46.1 million. Most of that increase was due to Apple. Predictions for 2012 were toned down from 76.3 million to 72.4 million. Moskowitz added that continued rises in tablet share were going to keep cutting into PCs, either as direct replacements in some cases or else delaying purchases. [via AppleInsider]



By Electronista Staff
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Comments

  1. fjose1929

    Fresh-Faced Recruit

    Joined: Jul 2011

    +1

    Hilarious

    What would this guy say after apple reports 15 million (more probably 20) for the September Q?

  1. AlenShapiro

    Fresh-Faced Recruit

    Joined: Apr 2000

    +5

    Impressions of accuracy

    JPMorgan could not just make a change of 10% because then one might think they were counting in 10s with the implication that they don't know what they're talking about. Instead they made a change of 10.1% which gives the impression of 100 times the prediction accuracy.

    Stop the presses ... they're better off counting in 10s.

  1. aristotles

    Grizzled Veteran

    Joined: Jul 2004

    +3

    Still don't have "sales" for Android

    We still don't have accurate "sell through" numbers for tablets to the end user because companies like Samsung keep on giving us "shipped" numbers and have already been caught stuffing the channel.

    You cannot compare "shipped" numbers on Android with hard "sales" numbers on the iPad side.

    I predict that the real markeshare for the iPad is closer to 90% this year.

  1. facebook_Nathan

    Via Facebook

    Joined: Sep 2011

    +1

    Predicting from the rearview mirror

    Wrong. 2011 iPad sales are likely to be 50-60 million, with iPad having 90+% tablet market share and 98% profit share. I expect 2012 iPad sales to be 100-120 million with similar shares. It's iPod deja vu, but with a more pervasive ecosystem, quicker uptake, and more impact on related industries.

  1. dpicardi

    Forum Regular

    Joined: Sep 2006

    0

    I don't get it...

    Where are the 30% who don't have an iPad? I live in silicon valley - do a lot of work in the tech industry - and I have yet to see a non-iPad tablet anywhere but in a store looking mighty lonely.

    Who has bought these so call competitors? Where are you? Do you really exist?

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