“Apple has already won – and that’s even before the product hits the Asia Pacific countries, in many of which it has only today been made available for sale,” Evans writes. “As expected, hundreds of customers queued across the territory to be among the first to get hold of the netbook-killing iPad. Successful launch across the region is only going to drive iPad sales higher — component suppliers are already unable to keep up with Apple’s demand. Supplies of flash memory and displays are particularly affected.”
Evans writes, “This is why Apple has won the battle for tablet computing already, killing those nascent ‘iPad-killers’ (with the possible exception of the spookily similar products from Samsung, which also makes components) before they even get born. After all — you can have the best product design on the tablet sitting on your factory floor, but it means nothing if you can’t get the components you need.”
Read more in the full article here.