"We estimate this share choice dive to 53 percent in the sphere of 2011 with further competition from machine garnering a 33 percent share on 14.4 million building block shipments," Piper Jaffray analysts Gene Munster, Michael Olson, and Andrew Murphy wrote in the sphere of a story Thursday. In the sphere of addition, the analysts expect the new to the job PlayBook tablet from seek in the sphere of suggestion to grab marketplace share subsequently time.
"The PlayBook is separate from the 33 percent machine marketplace share," Murphy illustrious in the sphere of an e-mail. "I didn't point out it in the sphere of the story, for the reason that our survey was lone iPad versus machine, but we estimate with the aim of circumference choice take part in going on for five percent marketplace share -- promotion going on for two million PlayBooks in the sphere of 2011."
A sharp Consumer Preference
Despite facing new to the job competition from rival Samsung, Apple's iPad continues to dominate consumer preferences in the sphere of the tablet seat it formed. In the sphere of a unimportant survey of 65 consumers conducted by Piper Jaffray recently, 85 percent spoken a preference used for the iPad versus 15 percent used for Samsung's new to the job Galaxy Tab.
However, respondents perceived the rate of both policy by the side of levels with the aim of were considerably a lesser amount of than their suggested retail prices. Though the iPad 3G is priced by the side of $629, the be more or less perceived rate was lone $417. Moreover, Samsung's Galaxy Tab was lone valued by the side of $283 versus the device's suggested retail assess of $599.
Overall, the survey results indicate with the aim of Apple continues to dominate the netting tablet seat it pioneered with the iPad. "While we expect both the iPad and machine tablet platforms to achieve winner in the sphere of the marketplace, we believe iPad is taking an untimely central in excess of competing medicine," the firm's analysts explained. "While the iPad is priced $30 upper than the Galaxy Tab, the perceived rate of the iPad was $135 upper," Munster, Olson and Murphy pragmatic.
PC Cannibalization
In the sphere of a separate story, Piper Jaffray illustrious with the aim of Apple's iPad appears to take place ahead traction in the middle of demographics in the sphere of which the Mac has historically not been booming. Based on the firm's observations by the side of the take a look at line in the sphere of several Apple food on Black Friday, the iPad appears poised to suit "the Mac of the masses," the investment firm's analysts wrote.
On be more or less, Apple's food were promotion 8.2 Macs apiece hour, or else by the side of to a large extent the same rate because Piper Jaffray researchers pragmatic by the side of Apple food on Black Friday in the sphere of 2009. By contrast, Apple food were seen promotion iPads by the side of an be more or less rate of 8.8 apiece hour. This is "consistent with our estimates of 5.5 million iPads versus 4.2 million Macs in the sphere of the December quarter," Munster, Olson and Murphy wrote.
The floor line is with the aim of Apple's addressable marketplace is expanding with the iPad. "As a consequence, we believe the probable used for upside from the iPad increases in excess of the subsequently 12 months," the firm's analysts explained.
Gartner forecasts with the aim of tablet shipments choice top 19.5 million units this time and touch 54.4 million in the sphere of 2011 -- a year-over-year growth rate of 181 percent. Though iPad sales don't appear to take place cannibalizing Apple's Mac sales, Gartner's expectations are diverse used for PCs running Windows.
"Mini-notebooks choice suffer from the strongest cannibalization warning because media tablet be more or less promotion prices dive beneath $300 in excess of the subsequently two years," assumed Gartner seek associate President Carolina Milanesi.
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