WWDC rumor roundup: Retina display Macs, iCloud photo sharing, new iOS Maps

  • Filing details Apple's plans for Retina-ready resolution-independent OS X

  • Apple said to be ordering 4" screens for next iPhone

  • Apple television could double US household spending on Apple products

  • Free Overnight Shipping on all Macs. Save up to $612 on MacBook Pros: Mac Price Guide updated May 23rd. (Find the best prices on Macs)
    Monday, January 10, 2011

    Post-CES, Apple's iPad still viewed as tablet leader by Wall Street

    By AppleInsider Staff

    Published: 02:10 PM EST (11:10 AM PST)


    Though a slew of "iPad killers" were introduced at last week's Consumer Electronics Show, none of those tablets are expected to unseat Apple's iPad as the top-selling device, numerous Wall Street analysts said Monday.

    With CES now wrapped, analysts who attended said iPad competitors shown off at the Las Vegas convention were unimpressive. Apple is expected to introduce its FaceTime-supporting second-generation iPad in the near future, likely leaving competitors even further behind, they said.

    J.P. Morgan

    Analyst Mark Moskowitz said he and his team believe Apple will retain more than 60 percent of the tablet market over the next two years, based on the competition spotted at CES. He said hands-on time with a number of devices showed that competitors have a great deal of catching up to do with the iPad.

    Moskowitz said tablets he saw were too small and too slow, with the popular 7-inch screen size inferior to Apple's 9.7-inch display, and devices like the BlackBerry PlayBook and some shown off by Intel not as responsive as the iPad.

    "in particular, we found the PlayBook to have issues with displaying and scrolling web pages," he wrote. "While these issues could be related to over-used Internet pipes at CES, we believe the browser issues were similar to those in other BlackBerry devices."

    Another problem he saw with iPad competitors: there are too many of them. He estimates that more than 40 tablets will appear in the coming months, and while some may be decent, many will fail.

    "We believe that Apple's tablet form factor, sturdy operating system, first mover advantage, and apps/content ecosystem should sustain its market dominance beyond the near term," Moskowitz said.

    Deutsche Bank

    Analyst Chris Whitmore said even after CES, Apple's iPad remains the "gold standard" of touchscreen tablets. He expects to see more than 50 tablets come to market this year, and all of them will be competing for second place.

    Whitmore sees about 40 million tablets being shipped in 2011, and he has forecast Apple's iPad will sell around 28 million units, taking roughly 70 percent of the total market.

    "We believe the dozens of new tablet entrants will have a difficult time generating meaningful profits due to Apple's enormous cost and branding lead," he said. "We also believe Apple's app lead and tight software-hardware integration provides a significantly better user experience than the devices we saw at CES."

    Tablets


    Ticonderoga Securities

    The most likely tablets to see a moderate amount of success in 2011 are the BlackBerry PlayBook and Motorola Xoom, in the eyes of analyst Brian White. Still, he saw little that he believes will challenge Apple's lead with the iPad.

    "The tablets shown at CES offer certain performance metrics and features not found on the iPad 1," he wrote. "However, we must keep in mind that the specs for iPad 2 have not been announced.

    "Also, we still believe the Apple experience with a connected digital ecosystem that extends across devices is superior to the tablets we viewed at the show, while Apple's aesthetics remain well ahead of the pack."

    RBC Capital Markets

    More bullish on the PlayBook was analyst Mike Abramsky, who said the differentiations in multitasking and performance "may be difficult" for Apple to rival. He expects RIM to expand the PlayBook beyond the 7-inch form factor the company will debut at launch.

    "Some aspects of PlayBook (e.g., Apps) are being polished; however, RIM appears determined to get PlayBook right out of the gate, including competitive battery life (via power management from its QNX-based OS)," Abramsky wrote.

    Abramsky's take contrasts with another analyst, Shaw Wu of Kaufman Bros., who has suggested that RIM is struggling to fix battery issues with the PlayBook. For its part, RIM has denied any problems in the development of the hardware.

    Abramsky believes RIM could even offer some form of virtualization or emulation to allow Android applications to run on the PlayBook. He noted that devices running Google's "Honeycomb" version of the Android operating system do not yet appear "fully baked."

    Filed under : iPad 78 Comments ] 
    Story topics: JPM Securities, Mike Abramsky, RBC, RBC Capital   Print ] [ Story Link ] 


    RSS
    Mac Connection End of Summer Sale
    Early 2011 MacBook Pro Model
    Apple
    Price
    Discount
    2.2GHz quad 15" MacBook Pro $2,199.00 $1718.83* $480.17
    2.2GHz quad 17" MacBook Pro $2,499.00 $1,503.49* $559.01
    2.3GHz quad 17" MacBook Pro $2,649.00 $2,036.99* $612.01
    MacBook Pro Model
    Apple
    Price
    Discount
    2.4GHz dual 13" MacBook Pro $1,199.00 $1,086.34 $112.66
    2.8GHz dual 13" MacBook Pro $1,499.00 $1,382.19* $116.81
    2.2GHz quad 15" MacBook Pro $1,799.00 $1,629.54* $196.46
    2.4GHz quad 15" MacBook Pro $2,199.00 $1,971.54* $227.46
    2.4GHz quad 17" MacBook Pro $2,499.00 $2,250.39* $248.61
    *Instant 3% AppleInsider Reader Discount Applied With Coupon code:
    APPINSDRMWB32657

    AppleInsider Features
    Hot Forum Topics

    Recent Articles
    AT&T reportedly unlocking iPhones for deployed military personnel
    Analyst cuts AAPL rating on iPhone subsidy backlash, estimates $1B earnings miss
    AT&T to spend $150M on Lumia launch, more than it did with iPhone
    As 'iPad' becomes synonymous with 'tablet,' Apple must protect brand
    Facebook acquires Instagram for $1 billion
    Apple's Tim Cook awarded $378M in 2011, won't see most of it for years
    Apple's next iPhone predicted to have redesigned 'sleek' unibody case
    AT&T's iPhone unlock process accomplished through Apple's iTunes
    Foxconn employee says Apple placing orders for next iPhone to debut in October
    Most of estimated 21M iOS devices in China concentrated in urban areas
    Universal Pictures now available to re-download on Apple's iCloud
    New aerial images of Apple's planned NC fuel cell, solar farms emerge
    UK ad authority moves closer to '4G' iPad investigation
    Apple unlikely to get Samsung device injunction from US court
    Two more top execs exit RIM as company weighs options
    Apple's Ivy Bridge-powered iMacs rumored to debut in June
    Google rumored to launch sub-$250 7-inch tablet in July
    AT&T will allow out-of-contract customers to unlock their iPhone
    Security issue in Facebook, Dropbox iOS apps requires physical access
    HTC profits collapse 70% in face of competition from Apple, Samsung
    Facebook expected to join Apple, Google & Microsoft on Nasdaq
    Users report 3G connection issues with Apple's new iPad
    Samsung announces estimated $40B in revenue, $5B in profit for Q1 2012
    Apple issues second OS X Java update this week
    Qualcomm, Intel provide Apple with source code in patent battle with Samsung
    Apple share price exceeds Google's as its market cap reaches $590 billion
    Intel sinks 'hundreds of millions' of dollars into Ultrabook ad campaign
    Wikipedia joins Apple in migrating from Google Maps to OpenStreetMaps
    Mac shipments slow on absence of new hardware
    Apple may get 80% tax break to build new Texas campus
    Apple may soon begin selling iPad 2 units built in Brazil
    Apple's 'iPanel' called 'far more than a TV,' expected to launch in 2012
    Biographer says Steve Jobs was legitimately infuriated by Android
    Apple exploring face detection to unlock, customize & interact with iOS devices
    Apple interested in wireless power to charge devices on store shelves
    Briefly: iPad refunds; HonHai raising wages; Nokia Lumia estimates
    'Flashback' trojan estimated to have infected 600K Macs worldwide
    Claim construction tilts toward Apple in US patent lawsuit against Samsung
    Apple reportedly 'noodling with' 7.85-inch iPad prototype
    Apple reluctant to settle e-book pricing probe as antitrust specter looms








    AppleInsider RSS Feed
    AppleInsider © 1997-2011
    Please review our Privacy Policy.
    Written/Edited/Compiled by the AppleInsider Staff.