25Aug/100
Apple To Dominate Tablet Market Through 2012, iSuppli Says
I just came across this analysis. One statement that stands out to be me is:
"While Alexander reports that rivals are developing products that match or exceed the iPad’s hardware specs, she contends that it is “unlikely that any of the competitors will be able to equal the overall performance experience of the iPad.” "
The fact that Apple controls everything form the hardware to the basic user interface gives them a distinctive advantage in the market. In the long run, however, it may not be scalable and the iPad may loose out to cheaper rivals in developing countries. But the margins Apple will be able to command form the iPad will blow the rest of the industry out of the water.
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