iPad’s Competition, The Thundering Herd

  • Posted: 25 September 2010 09:47 AM

    There are probably more already, and for sure more to come, here’s a quick list. Apple is responsible for the competition hiring a lot of engineering help. There are a couple good looking rivals in the bunch.


    Archos, 5.6” X 3.1” Android, Linux, Windows

    Asus 8.9” X 6.5”, Linux, Windows 7

    HP Slate, Windows 7

    Samsung Galaxy, 7” diagonal, Android,3g,wifi, GPS, Gyro, accelerometer,camera, Carrier only

    Toshiba, 10.1” Diagonal, Android, Camera, USB, SD Slot, HDMI

    Dell,  5” Diagonal, Android,

    Notion Ink, Android, 10” Diagonal, camera, 3G, Wifi

    RIM, Wifi, Bluetooth, 3g,

    Cisco, Android

    Lenovo,

    MSI, 10” Diagonal, Android

    Quanta, 10”, Android

    ICD Vega, (UK), 15.6” Diagonal,Android, Web Cam, Bluetooth, WIFI, 3G, Cellular, Microphones, FM Radio

    HTC/Google in development

    JooJoo, 12.1”, Linux

    Viliv X70, 7” Windows, GPS, 3G

    Plastic Logic QUE Pro Reader, 81/2” X 11” Wifi,

    Axiotron Modbook, Macbook tablet conversion

         
  • Posted: 25 September 2010 09:53 AM #1

    The distribution agreements that bring the iPad to all Best Buy stores and to all Target stores can be nothing other than the second wave of the assault on cheap, Windows computers in the United States, and the further establishment of a beach head that will be resistant to the probes by these competitors. 

    Ditto for the introduction of the iPad into China and additional countries.

    We know the tune; Apple will take the lion’s share of the profits from the tablet category.

    Right? smile

         
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    Posted: 25 September 2010 09:53 AM #2

    danthemason - 25 September 2010 12:47 PM

    RIM, Wifi, Bluetooth, 3g,

    RIM, WiFi, Bluetooh (no 3G)

         
  • Posted: 20 October 2010 12:24 PM #3

    Lenovo cancels Windows 7 tablet

    ...the Windows 7 flavor (tablet) is simply canceled and for good reason too. Lenovo?s director of new technology, Howard Locker, nailed it by saying, ‘The challenge with Windows 7 is that it?s based on the same paradigm as 1985?it?s really an interface that?s optimized for a mouse and keyboard. It has to be optimized for touch. How do you do that?’”

    http://www.macdailynews.com/index.php/weblog/comments/lenovo_delays_tablet_until_android_honeycomb_release_cancels_windows_7_tabl/

    Oh snap! And this is coming from one of Windows PARTNERS. Ouch.

         
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    Posted: 20 October 2010 12:37 PM #4

    Samsung announces the pricing for the Tab:

    Samsung Electronics Co.‘s Galaxy Tab, one of the first tablets to rival Apple Inc.‘s iPad, will hit Verizon Wireless stores Nov. 11 and cost $599.99.
    The Samsung seven-inch tablet will run on Verizon’s 3G wireless network. Apple’s iPads capable of 3G service, running on AT&T Inc.‘s network, start at $629.
    Apple said last week it would start selling its iPads at Verizon stores on Oct. 28, expanding the tablet’s distribution with the holiday season looming.

    [ Edited: 20 October 2010 12:41 PM by CdnPhoto ]      
  • Posted: 20 October 2010 01:38 PM #5

    Acer: people will ‘return to their senses’ and drop iPad

    http://www.electronista.com/articles/10/10/20/acer.chairman.insists.ipad.has.no.serious.impact/#ixzz12uvW1G4d

    Acer chairman JT Wang chipped into the chorus of fellow executives downplaying the iPad in a speech at a recent Taiwan-area summit. He saw tablets becoming a more mainstream part of computing but insisted that Apple CEO Steve Jobs’ view of tablets replacing computers over time couldn’t be true. People would ‘return to their senses’ after the heat of the iPad launch and at least outside of the US would go back to traditional computers Digitimes heard.

    It’s a bad idea to base your business strategy on the premise that your customers are stupid.

    Wang believed the iPad’s early sales were the result of the typical initial rush for a new device.

    Is it typical for new devices to become the fastest selling gadgets of all time? http://www.slashgear.com/ipad-fastest-selling-gadget-of-all-time-claims-analyst-14107968/

    The chairman maintained that Acer’s drop in computer market share wasn’t at all sparked by the iPad and instead blamed it on other computer makers, who he said were willing to cut prices where Acer wasn’t….. No attempt was made to explain Acer’s poor performance in the US, however, where Apple may pass Acer even though Apple’s notebooks cost much more than many of Acer’s budget-focused notebooks and netbooks.

    How many times do I have to hear this logical disconnect? Netbook and notebook and desktop sales are down because of the economy. But the the more expensive iPad and Mac sales are up because…???

    Accordingly, Wang also dismissed the importance of delays for Acer’s own tablet. Parts of the technology have ‘not yet matured,’ he explained.

    I don’t know. iPad parts seem pretty “mature” and iPad sales seem pretty “mature”.

         
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    Posted: 01 November 2010 04:44 PM #6

    [http://www.electronista.com/articles/10/11/01/samsung.galaxy.tab.gets.first.reviews/] via Electronista.

    Early reviews of Galaxy Tab

    Samsung’s Galaxy Tab has been given its first wave of early reviews and has met with mixed reactions. Most have compliments about the hardware but have warned that Android’s known lack of optimization has hurt the interface. One review from the UK’s TechRadar liked most of the interface but was very critical of the lack of optimization and a slow, stuttering web browser that it felt left the tablet well behind Apple’s iPad.

    “The fact is that Samsung has launched a device with a massive identity problem,” the site wrote. “Is it a tablet? [...] No we don’t think it is one. It’s too small and fiddly and lacking in optimisations. Tablets need to distinguish themselves from smartphones by being bigger, better, more powerful, feature rich and interesting. [...] We can’t hide our disappointment in the Samsung Galaxy Tab. It had the potential to deliver a serious blow to Apple’s iPad sales.”

    Low-quality cameras and a screen inferior to that of the iPad were also considered problems.

    Another analysis of the Galaxy Tab from SlashGear was more forgiving. The site’s Chris Davies saw it as better than a smartphone for browsing, media and messaging, but docked it for the high pricing—as much as ?530 ($850) in the UK—and a relative lack of support from third-party app developers. Similarly, while the Galaxy Tab was often easier to pick up, it was suggested that iOS 4.2 might close some of the feature gap.

    A balanced look from Engadget was quick to call it the “best Android tablet on the market” but also argued that Samsung had pushed too far ahead. Ignoring Google’s advice had left it without a support network, with no official Google apps nor third-party apps fully ready to use the seven-inch screen. Apple’s iPad launch strategy showed better thinking as it queued up developers and a full set of first-party apps well in advance, making even its April launch well-supported.

    A better tablet interface may not come to Android until Honeycomb, which may only arrive months after the Galaxy Tab. Samsung had “several chapters” to go before it could fulfill what the Galaxy Tab was promising, the site’s Joanna Stern said.

         
  • Posted: 02 November 2010 11:14 AM #7

    Tablet Market: 95% iPad, 5% Everyone Else
    http://www.readwriteweb.com/archives/tablet_market_95_ipad_5_everyone_else.php

         
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    Posted: 02 November 2010 12:40 PM #8

    http://seekingalpha.com/article/234067-apple-ipad-s-rivals-can-t-hang-on-pricing?source=yahoo

    FalKirk - 02 November 2010 02:14 PM

    Tablet Market: 95% iPad, 5% Everyone Else
    http://www.readwriteweb.com/archives/tablet_market_95_ipad_5_everyone_else.php

    The alleged iPad killing tablets are coming, but with price tags that aren?t going to even come close to denting Apple?s lead. When Apple CEO Steve Jobs launched the iPad it wasn?t clear how aggressively these newfangled devices were priced. Now we know because Android tablets and other rival tablets can?t hang on pricing.

    In recent days, tablet pricing details have emerged. To wit:

    Samsung?s 7-inch Galaxy Tab will run you $499 for a Wi-Fi version (top right). That price matches Apple?s iPad pricing and Samsung is packing in some key hardware features. But Samsung isn?t likely to move the needle on thwarting Apple (AAPL).
    ViewSonic announced its ViewPad Android devices (bottom right). The ViewPad 7-inch version will run you $479. The 10-inch version will run you $629. Both versions are Wi-Fi with no 3G.
    The HP Slate 500 has Windows 7 will cost you $799. Even though the HP Slate is geared for business use, there were plenty of chief information officers with iPads at the Gartner powwow last month.
    Will Research in Motion?s pricing on the PlayBook even be in the ballpark? We don?t know yet, but it?s unlikely.
    These prices illustrate how aggressive Jobs was at the iPad launch. Apple had the device and the pricing to arguably grab at least an 18-month lead.

    Photos: 20 iPad competitors to watch

    So what happened?

    Apple built its own chips to take on an industry that clearly wasn?t ready for the iPad?s launch. It will take the Android ecosystem another rev on the product cycle just to approach what Apple has today.
    The players taking on Apple all have some sort of restriction. Apple has its own components, software and design specs. Apple also doesn?t give a hoot where it gets its parts. Now contrast that with rivals. Samsung as a massive tech conglomerate has a few built in advantages, but it?s Korea?s champion. The company is not going to go to China for parts.
    The software ecosystem isn?t ready. Microsoft is cramming Windows 7 into a tablet. HP has the webOS waiting in the wings. Android isn?t quite tablet ready yet. Apple had the ecosystem and operating system. Apple just had to add a 10-inch screen.
    A few weeks ago, it appeared that Jobs was just ranting about Android on the company?s earnings conference call. But one thing he had right in that well-documented rant was the pricing model as iPad mote.


    ?Our potential competitors are having a tough time coming close to iPad?s pricing even with their far smaller, far less each pensive screens. The iPad incorporates everything we?ve learned about building high value products from iPhones, iPods and Macs. We create our own A4 chip, our own software, our own battery chemistry, our own enclosure, our own everything, and this results in an incredible product at a great price. The proof of this will be in the pricing of our competitors? products which will likely offer less for more.?


    Indeed, that less for more strategy is exactly what Apple?s rivals are pursuing. Perhaps, the iPad killers will emerge, but no one seems to be able to go toe-to-toe. As a result, you?ll have downmarket devices?Cherrypal?s CherryPad and Barnes & Noble?s Nook Color quasi-tablet?and premium plays that can?t threaten Apple?s pricing.

    Add it up and the iPad will enjoy at least another 6 months of market domination?most likely more.

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  • Posted: 02 November 2010 12:46 PM #9

    Apple has applied their (and Foxcomm’s) broad manufacturing experience gained with the iPhone and the iPod Touch to the iPad.  This has led to sharply decreased manufacturing costs.  I doubt that anyone is close to being able to make and sell a comparable unsubsidized product at a profit.  No one has stepped up to the iTouch, >50,000,000 sold to date and certainly an attractive market.  It’s not just having an operating system; Android is only a small part of the package.  Profit-wise, Sony-Erricson, Motorola and LG are all marginal at best, and although HTC and Samsung seem to be doing better, they aren’t making a lot of money.

    Apple’s current sales blitz will drive them further down the experience curve and will cause the thunderung herd to fall off a cliff.

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  • Posted: 02 November 2010 12:47 PM #10

    and besides a 95% share, which is not strange with the absence of competitors in Q3, the satisfaction rate is also climbing to 95%

    http://tech.fortune.cnn.com/2010/11/02/ipad-satisfaction-hits-95-in-october-changewave-survey-up-4-pts-from-may/?source=yahoo_quote

         
  • Posted: 02 November 2010 12:54 PM #11

    After posting the above, I came across this:

    http://seekingalpha.com/article/234067-apple-ipad-s-rivals-can-t-hang-on-pricing?source=yahoo

    Really worth a read.

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  • Posted: 02 November 2010 02:43 PM #12

    petertje - 02 November 2010 03:47 PM

    and besides a 95% share, which is not strange with the absence of competitors in Q3, the satisfaction rate is also climbing to 95%

    http://tech.fortune.cnn.com/2010/11/02/ipad-satisfaction-hits-95-in-october-changewave-survey-up-4-pts-from-may/?source=yahoo_quote

    As impressed as I was with that 95% approval rating, I really hadn’t focused on the other side of that equation. 3% of the participants were essentially “undecided” and an insignificant percentage of respondents were “very dissatisfied”. That means that only 1% of all iPad customers were dissatisfied with the product. I can’t think of anything (including sex*) that has so few dissatisfied participants.

    *There are two kinds of sex. Good sex. Which is, of course, great. And bad sex. Which is, of course, pretty damn good.

         
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    Posted: 02 November 2010 05:53 PM #13

    Creative Technology of Singapore is able to compete with Apple on price.

    CREATIVE LAUNCHES ZIIO TABLETS AND ZEN TOUCH 2 THAT RESHAPE THE WORLD OF WIRELESS ENTERTAINMENT WITH PURE ANDROID AUDIO.

    ZIILABS INTRODUCES ZMS-08: THE WORLD’S FIRST 1080P BLU-RAY QUALITY HANDHELD MEDIA PROCESSOR.

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  • Posted: 02 November 2010 08:15 PM #14

    Mace - 02 November 2010 08:53 PM

    Creative Technology of Singapore is able to compete with Apple on price.

    CREATIVE LAUNCHES ZIIO TABLETS AND ZEN TOUCH 2 THAT RESHAPE THE WORLD OF WIRELESS ENTERTAINMENT WITH PURE ANDROID AUDIO.

    Playtime: Up to 25 hrs (MP3), up to 5 hrs (video)
    Stylus: Misplaced your stylus? Fret not. Keep a spare stylus for your Creative ZiiO. This way, you can be sure that you will enjoy optimal touch screen interaction all the time. Each pack comes with three styluses.

    Fail.

    Mace - 02 November 2010 08:53 PM

    ZIILABS INTRODUCES ZMS-08: THE WORLD’S FIRST 1080P BLU-RAY QUALITY HANDHELD MEDIA PROCESSOR.

    Availability
    The ZMS-08 is sampling to certain customers now and is scheduled for volume shipment in the 1st quarter of 2010. The chip is housed in a 13x13mm, 424-pin FBGA package.

    So trying to create a chip to have some of the power of today’s tablets for next year then?
    Might let some compete - but isn’t shipping yet. They need to get them to some manufacturers so they can show off shiny toys at CES that like last year won’t actually get released.

    [ Edited: 02 November 2010 08:19 PM by John Molloy ]

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  • Posted: 03 November 2010 03:13 PM #15

    Mace - 02 November 2010 08:53 PM

    Creative Technology of Singapore is able to compete with Apple on price.

    CREATIVE LAUNCHES ZIIO TABLETS AND ZEN TOUCH 2 THAT RESHAPE THE WORLD OF WIRELESS ENTERTAINMENT WITH PURE ANDROID AUDIO.

    ZIILABS INTRODUCES ZMS-08: THE WORLD’S FIRST 1080P BLU-RAY QUALITY HANDHELD MEDIA PROCESSOR.

    Wishful thinking.

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